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Added to YB: 2026-03-31

Pitch date: 2026-03-30

AOJ-B.CO [neutral]

Brødrene A & O Johansen A/S

Author Info

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Company Info

Brødrene A & O Johansen A/S, together with its subsidiaries, engages in the sale and distribution of technical installation materials and tools for construction companies in Denmark, Sweden, Norway, and internationally.

Market Cap

DKK 2.3B

Pitch Price

N/A

Price Target

N/A

Dividend

4.50%

EV/EBITDA

8.24

P/E

11.42

EV/Sales

0.54

Sector

Trading Companies and Distributors

Category

value

Show full summary:
Monday Delight: 30/03/2026 - Brødrene A & O Johansen A/S

AOJ-B.CO (quick overview): Danish wholesale distributor of plumbing/heating/electrical products. 12.5% ROE, 15.3x EV/FCF. Strong compounding history but volatile. Headwinds: rising input costs not fully passed through, customer consolidation increasing bargaining power. Appears relatively cheap, possibly under-earning, but low conviction.

Read full article (1 min)