Added to YB: 2026-05-19
Pitch date: 2026-05-16
AOJ-B.CO [bullish]
Brødrene A & O Johansen A/S
-0.54%
current return
Author Info
No bio for this author
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 2.5B
Pitch Price
DKK 93.20
Price Target
106.99 (+15%)
Dividend
4.04%
EV/EBITDA
9.29
P/E
12.54
EV/Sales
0.61
Sector
Trading Companies and Distributors
Category
value
Another 'secret' Danish stock - Brødrene A & O Johansen A/S
AOJ-B.CO: Danish technical distributor for construction pros, 600k products, 55 DK/9 SE stores. 82% B2B, 18% B2C. Digital >50% revenue. Automated warehouse, 90% robotics. ROIC ~8-10%, equity +8.6% to DKK1.7B despite soft 2025. Green transition/electrification tailwinds. Recent M&A strong: workwear/cables acquisitions +23% rev, +85% earnings. Ten Cap DKK107, current trade attractive.
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