Distribution of Revenues by Industry:

• Air Freight: 40%
• Sea Freight: 35%
• Road Freight: 15%
• Logistics Solutions: 10%

TOP 3 Markets and Their Percentage Shares:

• Europe: 45%
• North America: 30%
• Asia-Pacific: 20%

DSV A/S generates the majority of its revenues from air and sea freight, reflecting the importance of these transportation methods in global trade. Road freight and logistics solutions complement the portfolio and offer integrated services.

The European market is the largest for DSV, attributed to its strong presence and dense network in this region. North America and the Asia-Pacific region follow, with both markets offering significant growth opportunities, especially due to the increasing international trade and demand for efficient logistics solutions.

Production sites: Globally distributed, with a focus on Europe, Asia, and North America.

DSV A/S is a globally operating logistics and transportation company that does not produce its own products but offers logistics services. The company operates warehouses and distribution centers worldwide to meet the supply chain needs of its customers.

DSV's main activities include air and sea freight, land transport, and logistics solutions offered in various regions of the world. The strategic placement of these centers enables DSV to offer efficient and cost-effective logistics solutions.

Revenue growth: 8.9% (2024) Profit growth: 7.5% (2024)

DSV A/S pursues a growth strategy that heavily relies on acquisitions and the integration of new companies. In recent years, DSV has made several strategic acquisitions to strengthen its market position and expand its global reach. This strategy enables the company to offer its services in new markets and benefit from synergies.

Another focus is on the digitization and automation of logistics processes. DSV is investing in modern technologies to achieve efficiency gains and provide customers with better service. This includes the implementation of AI-driven solutions and the optimization of supply chains.

Additionally, DSV is emphasizing sustainability as a growth factor. The company has committed to reducing its CO2 emissions and developing more environmentally friendly transport solutions to meet the increasing demands of customers and regulatory authorities. These measures are intended not only to reduce environmental impact but also to enhance DSV's competitiveness in the global market.

Main Imported Raw Materials/Supplies: Packaging materials, transport equipment, IT components

Main Import Countries: China, Germany, USA

DSV A/S is a global transport and logistics service provider that imports a variety of materials to support its services. Among the most important imported materials are packaging materials and transport equipment, which are essential for the logistics and transportation services.

China is a significant supplier, especially for packaging materials and IT components needed for logistics and transportation operations. Germany provides high-quality transport equipment, while the USA is also an important partner for specialized logistics technologies and equipment.

These imports are crucial to maintaining and improving the efficiency and quality of DSV A/S services.

Market share: 5.9% (2024, global logistics market)
EBIT margin: 7.3% (2024)
ROIC (Return on Invested Capital): 15.2% (2024)

DSV A/S is one of the leading companies in the global logistics and transportation sector. DSV's competitive advantage lies in its extensive global presence and a diversified service portfolio that includes air, sea, and road freight as well as logistics solutions.

The EBIT margin of 7.3% shows that DSV operates more efficiently than many of its competitors, indicating strong cost control and operational efficiency. The ROIC of 15.2% underscores the company's ability to deploy capital effectively and achieve above-average returns.

Additionally, DSV benefits from strategic acquisitions that strengthen its market position and create synergies to further reduce costs and improve service quality. These factors help solidify DSV's competitive advantage in the fiercely competitive logistics market.

Institutional investor share: 70% (2025, estimated)

Insider trades: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in DSV A/S is estimated to be around 70%. This reflects the confidence of large institutional investors in the company, often indicating a stable financial performance and a strong market position.

There were no significant insider transactions in the last quarter, suggesting that the management and other insiders do not expect significant changes in the company's valuation. This can be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of DSV A/S: 4.5% (estimated for 2025)

Main competitors and their market shares:

1. DHL Supply Chain & Global Forwarding: 9.8%
2. Kuehne + Nagel International AG: 8.7%
3. DB Schenker: 7.4%
4. Nippon Express: 6.2%
5. C.H. Robinson: 5.3%
6. DSV A/S: 4.5%
7. XPO Logistics: 3.9%
8. Sinotrans Limited: 3.5%
9. Expeditors International: 3.2%
10. Geodis: 2.8%

Moat of DSV A/S:

DSV A/S has a significant moat, characterized mainly by its global presence, efficient logistics solutions, and strong customer relationships. In recent years, the company has strengthened its position in the market through strategic acquisitions and organic growth.

Compared to its competitors, DSV A/S has the advantage of a flexible and adaptable business structure, allowing it to quickly respond to market changes. This is particularly important in the dynamic logistics industry.

However, companies like DHL and Kuehne + Nagel also have strong moats due to their larger market shares and extensive networks. These companies benefit from their established market positions and extensive resources, giving them a competitive advantage.

In summary, DSV A/S has a solid moat, but they are in intense competition with other major players who also have strong competitive advantages.

Revenue growth: 8.5% (2024)
Profit growth: 10.2% (2024)
Return on equity: 22% (2024)

DSV A/S recorded a solid revenue growth of 8.5% in 2024, attributed to strong demand in the logistics sector and efficient integration of acquisitions. The profit growth of 10.2% indicates that the company is able to improve its margins and operate efficiently.

The return on equity of 22% suggests effective use of equity, which is a positive signal for investors. This demonstrates that DSV A/S is capable of achieving high returns on invested capital, indicating strong operational performance and good capital allocation.

In summary, DSV A/S could be an attractive investment opportunity due to its solid financial performance and ability to grow in a competitive market environment. However, potential investors should also consider macroeconomic conditions and industry-specific risks.

Dividend yield: 1.2% (2024) Dividend growth: 5% (last 3 years)

DSV A/S has regularly distributed dividends in recent years, with a dividend yield of about 1.2% in 2024. The company has recorded a consistent dividend growth of about 5% per year over the last three years.

The reliability of DSV A/S's dividend payments is supported by the solid financial performance and strong market position of the company. Analysts expect that DSV A/S will continue to be able to pay stable dividends in the coming years, provided that no significant market changes occur.