DSV A/S

CPSE:DSV 주식 리포트

시가총액: DKK 359.6b

DSV 향후 성장

Future 기준 점검 3/6

DSV (는) 각각 연간 25.8% 및 3.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 28% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16% 로 예상됩니다.

핵심 정보

25.8%

이익 성장률

27.99%

EPS 성장률

Logistics 이익 성장15.7%
매출 성장률3.6%
향후 자기자본이익률15.96%
애널리스트 커버리지

Good

마지막 업데이트06 May 2026

최근 향후 성장 업데이트

분석 기사 • May 02

DSV A/S (CPH:DSV) Just Released Its First-Quarter Earnings: Here's What Analysts Think

DSV A/S ( CPH:DSV ) shareholders are probably feeling a little disappointed, since its shares fell 6.4% to kr.1,571 in...

Recent updates

분석 기사 • May 02

DSV A/S (CPH:DSV) Just Released Its First-Quarter Earnings: Here's What Analysts Think

DSV A/S ( CPH:DSV ) shareholders are probably feeling a little disappointed, since its shares fell 6.4% to kr.1,571 in...
내러티브 업데이트 • Apr 27

DSV: Schenker Synergies And 2026 Guidance Will Drive Repricing Higher

The analyst price target for DSV has been adjusted slightly lower by around DKK 8, as analysts balance recent target increases from firms such as Morgan Stanley, Citi and JPMorgan with reduced targets from others like Wolfe Research and Deutsche Bank. Analyst Commentary Recent research shows a clear split in how analysts view DSV, with some lifting price targets and ratings while others trim targets at the same time.
새 내러티브 • Apr 18

DSV profits will jump by 7.4% thanks to growth trends

DSV A/S (CPH:DSV) — My Investment Thesis Hey everyone I'm Bejgal , and I want to share why I believe DSV is one of the most compelling logistics plays in Europe right now. My model points to a fair value of DKK 2,190 — a 22% discount to where it trades today.
내러티브 업데이트 • Apr 10

DSV: Schenker Synergies And 2026 Guidance Will Support Rebalanced Market Expectations

Analysts have trimmed the DSV fair value estimate by about DKK 12 to DKK 2,045.89, reflecting a slightly higher discount rate, a modestly lower revenue growth outlook, and a small adjustment to the expected future P/E, with recent target cuts and raises across firms contributing to a more balanced view on the shares. Analyst Commentary Recent Street research on DSV shows a mix of higher and lower price targets, along with at least one rating upgrade.
내러티브 업데이트 • Mar 27

DSV: Schenker Synergies And 2026 Guidance Will Support Stronger Earnings Power

DSV's analyst price targets have edged higher, with recent upward revisions of up to DKK 414 as analysts adjust fair value assumptions slightly, including a marginally higher projected profit margin and P/E multiple. Analyst Commentary Recent research updates cluster around higher price targets for DSV, with several banks adjusting their fair value assumptions and published target ranges.
내러티브 업데이트 • Mar 12

DSV: Schenker Synergies Will Support Higher Earnings Power Over Time

Analysts have in aggregate lifted their DSV price targets by several hundred DKK, with updates from firms such as Citi, Morgan Stanley, Deutsche Bank and Wolfe Research, while only making slight adjustments to assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research updates cluster around higher price targets for DSV, with analysts fine tuning their valuation and execution assumptions rather than overhauling their broader view of the business.
내러티브 업데이트 • Feb 26

DSV: Schenker Synergies And Resilient Margins Will Shape Future Returns

The updated analyst price target for DSV moves slightly higher to reflect a fair value adjustment from DKK 2,030.45 to DKK 2,062.05, with analysts pointing to modestly higher profit margin expectations and a steady long term P/E outlook, despite more muted revenue growth assumptions. Analyst Commentary Recent research updates cluster around higher price targets for DSV, pointing to a reassessment of what analysts see as fair value rather than a shift in the underlying rating stance.
분석 기사 • Feb 12

DSV's (CPH:DSV) Soft Earnings Are Actually Better Than They Appear

DSV A/S' ( CPH:DSV ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...
내러티브 업데이트 • Feb 11

DSV: Higher Freight Cycle Hopes And Synergies Will Shape Future Returns

The analyst price target for DSV has been raised from DKK 1,901.25 to DKK 2,030.45. This reflects updated assumptions on revenue growth, profit margins and long-term P/E, along with recent price target increases from multiple research houses, according to analysts.
내러티브 업데이트 • Jan 27

DSV: Freight Cycle Recovery Hopes And Margin Discipline Will Shape Future Returns

Analysts have raised their fair value estimate for DSV from DKK 1,825.84 to DKK 1,901.25. This revision reflects higher Street price targets and updated assumptions for the discount rate, revenue growth, profit margins, and future P/E multiples.
내러티브 업데이트 • Jan 12

DSV: Margin Discipline And Freight Cycle Trends Will Shape Future Upside Potential

Analysts have nudged their fair value estimate for DSV higher from DKK 1,805.61 to DKK 1,825.84, reflecting recent price target increases from several firms and updated views on transport cycle trends and future P/E assumptions. Analyst Commentary Recent price target moves around DSV point to a generally constructive stance, with some caution around the freight cycle and earnings visibility.
분석 기사 • Jan 12

DSV A/S' (CPH:DSV) Popularity With Investors Is Clear

With a price-to-earnings (or "P/E") ratio of 41.9x DSV A/S ( CPH:DSV ) may be sending very bearish signals at the...
내러티브 업데이트 • Dec 24

DSV Margin Discipline Will Support Upside Despite Slight Price Objective Cut

Analysts have trimmed their price target on DSV slightly, to DKK 1,915 from DKK 1,925. This reflects marginally slower expected revenue growth, offset by a modest improvement in profit margins and valuation multiples.
분석 기사 • Dec 11

DSV (CPH:DSV) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
내러티브 업데이트 • Dec 09

DSV Will Benefit From Margin Strength Despite Softer Freight Demand

DSV's analyst price target has been modestly reduced to around DKK 1,900 from closer to DKK 1,950, as analysts factor in slower expected revenue growth, offset by slightly improved profit margins and a marginally lower future P E multiple. Analyst Commentary Recent Street research on DSV reflects a nuanced view, with price targets being trimmed but ratings remaining supportive, indicating confidence in the company’s medium term earnings power despite near term headwinds.
분석 기사 • Oct 03

At kr.1,305, Is DSV A/S (CPH:DSV) Worth Looking At Closely?

DSV A/S ( CPH:DSV ) received a lot of attention from a substantial price movement on the CPSE over the last few months...
내러티브 업데이트 • Sep 04

Schenker Integration Will Streamline Global Logistics And Digital Systems

Analysts maintain an Overweight rating on DSV but have adopted short-term caution due to integration uncertainties following the Schenker acquisition, anticipating a nuanced Q2 and modestly reducing the price target to DKK1779. Analyst Commentary JPMorgan reduces price target in anticipation of a "nuanced quarter" due to the first-time consolidation of Schenker following the recent acquisition.
분석 기사 • Aug 23

DSV A/S' (CPH:DSV) Earnings Haven't Escaped The Attention Of Investors

When close to half the companies in Denmark have price-to-earnings ratios (or "P/E's") below 15x, you may consider DSV...
분석 기사 • Aug 08

DSV's (CPH:DSV) Weak Earnings May Only Reveal A Part Of The Whole Picture

The market wasn't impressed with the soft earnings from DSV A/S ( CPH:DSV ) recently. We did some further digging and...
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새 내러티브 • Nov 07

Tactical Acquisitions And Efficiency Initiatives Drive Optimistic Future Growth

The acquisition of Schenker and focus on operational efficiency are likely to improve revenue growth and net margins through increased market share and cost reduction.

이익 및 매출 성장 예측

CPSE:DSV - 애널리스트 향후 추정치 및 과거 재무 데이터 (DKK Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2028311,52222,93328,04032,42016
12/31/2027299,86419,92625,06528,39918
12/31/2026291,81810,32123,21722,08417
3/31/2026276,0677,21314,16217,204N/A
12/31/2025247,3318,38618,89321,481N/A
9/30/2025219,1609,47815,99818,580N/A
6/30/2025191,27210,16014,59516,738N/A
3/31/2025170,44610,52912,35314,623N/A
12/31/2024167,10610,1099,22211,651N/A
9/30/2024160,12010,8088,36610,766N/A
6/30/2024151,60110,7637,5719,927N/A
3/31/2024148,17111,4269,57512,093N/A
12/31/2023150,78512,31514,08316,458N/A
9/30/2023165,48813,17419,21121,852N/A
6/30/2023190,47214,78622,77925,260N/A
3/31/2023215,49416,47425,60927,666N/A
12/31/2022235,66517,56825,05226,846N/A
9/30/2022245,73617,01323,89025,424N/A
6/30/2022234,73315,76118,62220,046N/A
3/31/2022209,81513,23113,51014,900N/A
12/31/2021182,30611,20510,71912,202N/A
9/30/2021152,7209,1888,0979,408N/A
6/30/2021131,2887,3919,13510,394N/A
3/31/2021122,2396,25610,15511,533N/A
12/31/2020115,9324,2508,93510,276N/A
9/30/2020114,3383,4897,4298,799N/A
6/30/2020110,7343,2896,3267,735N/A
3/31/2020102,0313,0575,5426,859N/A
12/31/201994,7013,700N/A6,879N/A
9/30/201985,5244,193N/A6,744N/A
6/30/201981,2404,159N/A6,119N/A
3/31/201980,6524,201N/A5,167N/A
12/31/201879,0534,000N/A4,301N/A
9/30/201877,1273,825N/A4,530N/A
6/30/201875,6253,538N/A4,559N/A
3/31/201875,0583,083N/A4,601N/A
12/31/201774,9012,981N/A4,664N/A
9/30/201773,4992,785N/A3,330N/A
6/30/201771,9692,516N/A2,425N/A
3/31/201770,6512,104N/A1,670N/A
12/31/201667,7471,668N/A1,273N/A
9/30/201662,7361,632N/A2,285N/A
6/30/201658,0661,658N/A2,730N/A
3/31/201653,5871,862N/A2,978N/A
12/31/201550,8692,056N/A3,160N/A
9/30/201550,8021,959N/A2,378N/A
6/30/201550,5461,865N/A2,095N/A

애널리스트 향후 성장 전망

수입 대 저축률: DSV 의 연간 예상 수익 증가율(25.8%)이 saving rate(2%)보다 높습니다.

수익 vs 시장: DSV 의 연간 수익(25.8%)이 Danish 시장(6.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: DSV 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: DSV 의 수익(연간 3.6%)이 Danish 시장(연간 3.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: DSV 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: DSV의 자본 수익률은 3년 후 16%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/08 02:58
종가2026/05/08 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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산업 및 섹터 지표

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분석가 소스

DSV A/S는 39명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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