Following its acquisition of GIL in 2021, DSV became the third-largest third-party logistics provider globally, with around a 5% share in a highly fragmented market. Unlike peer Kuehne+Nagel, which has been in the industry for more than 125 years, DSV has accumulated its market share primarily through a series of strategic acquisitions over the past 30 years, which it has successfully integrated into its operations.
DSV is now the third-largest third-party logistics provider in the world, handling around 5% of global trade in a fragmented industry.
Investors are now looking beyond the current capabilities of the company to the next acquisition, which could prove dangerous, should these not materialise as hoped.
|
Metric
|
DSV
|
CHRW
|
EXPD
|
|---|---|---|---|
Price/Earnings (Normalized) | 18.31 | 21.70 | 21.69 |
Price/Book Value | 3.27 | 5.75 | 6.91 |
Price/Sales | 1.54 | 0.48 | 1.85 |
Price/Cash Flow | 14.17 | 18.56 | 19.87 |
|
Metric
|
DSV
|
CHRW
|
EXPD
|
|---|---|---|---|
Quick Ratio | 0.94 | 1.32 | 1.79 |
Current Ratio | 1.11 | 1.40 | 2.02 |
Interest Coverage | 11.85 | 4.88 | 197.79 |
|
Metric
|
DSV
|
CHRW
|
EXPD
|
|---|---|---|---|
Return on Assets (Normalized) | 8.29% | 7.18% | 16.17% |
Return on Equity (Normalized) | 18.02% | 28.44% | 29.03% |
Return on Invested Capital (Normalized) | 12.19% | 13.64% | 22.87% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
UPS
| United Parcel Service Inc Class B | Yfwsbzc | Mrdln | $121.8 Bil | |
FDX
| FedEx Corp | Vqcxwbct | Xqhbz | $64.8 Bil | |
DPSTF
| DHL Group | — | Wvkycsc | $48.2 Bil | |
DHLGY
| DHL Group ADR | Jnkdxlvll | Wmsdb | $48.2 Bil | |
JBHT
| JB Hunt Transport Services Inc | Rmrbfwdq | Wnvgwb | $16.9 Bil | |
EXPD
| Expeditors International of Washington Inc | Xxdbrpbqq | Rmjq | $16.3 Bil | |
ZTO
| ZTO Express (Cayman) Inc ADR | Ddstghvm | Xvtdkz | $15.9 Bil | |
CHRW
| C.H. Robinson Worldwide Inc | Vvpqfdbph | Bcsz | $8.1 Bil | |
LSTR
| Landstar System Inc | Jrjcbbhw | Rjf | $6.0 Bil | |
HUBG
| Hub Group Inc Class A | Smftxjk | Djnhcrq | $2.4 Bil |
