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← CockpitCompetitor Analysis › AOJ-B.CO Brdr A & O Johansen A/S Class BOpen in the cockpit ↗

Brdr A & O Johansen A/S Class BAOJ-B.COCompetitor analysis, valuation and peers

Denmark · DKK·Industrials›Wholesale Distributors
Momentum strong 68
Mkt cap
$439M
US dollars, full cap
Free float
82%
of shares outstanding
$/day
$660,105
20-day average traded
Fwd P/E
11.8×
forward earnings
ROIC−WACC
+0.7 pp
WACC 5.0%
Hurdle
-8 pp
Req g minus delivered
Next earnings
110 days
24 Feb 2027
Close · DKKDKK 105.20
1D+3.5%
1W-2.8%
1M+5.0%
3M+15.3%
6M+16.9%
YTD+11.4%
1Y+7.3%
ATR %3.0%
52w lowhigh8.2% off high

What Brdr A & O Johansen A/S does

Employees: 1,018

Brdr A & O Johansen A/S at a glance

Size Brdr A & O Johansen A/S (AOJ-B.CO) is a Denmark Industrials company (Wholesale Distributors) with a market value of $439M, the 53rd largest of 59 Denmark companies the cockpit tracks. Shares closed at DKK 105.20 on 6 Nov 2026.

Performance Over six months the shares gained 16.9%, against -4.5% for the median peer and +8.8% for the Denmark market (cap-weighted) — 6th highest of 21 in its peer set.

Growth Revenue grew 12.1% over the last twelve months (peer median +1.6%); the operating margin is 4.6% (peer median 2.3%).

Valuation It trades at 11.8× forward earnings against a peer median of 10.7× (6th most expensive of 12).

Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -8 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 0.7 points above its cost of capital (5.0% WACC).

Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).

Relative performance

10011012011 May 202611 Aug 20266 Nov 2026AOJ-B.CO 116Peer median 96
Six months, rebased to 100: Brdr A & O Johansen A/S against the median of its 20 peers (local-currency closes).

Brdr A & O Johansen A/S financials

Reported figures in DKK; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueDKK 6.73BDKK 6.12BDKK 5.43BDKK 5.26BDKK 5.38B
Revenue growth—+13%+3%-2%—
Gross profitDKK 766MDKK 716MDKK 584MDKK 616MDKK 719M
EBITDADKK 483MDKK 404MDKK 326MDKK 388MDKK 467M
Net incomeDKK 216MDKK 201MDKK 163MDKK 206MDKK 294M
Free cash flowDKK 238MDKK 178MDKK 83.0MDKK 252MDKK 51.3M
Capital expenditureDKK 258MDKK 200MDKK 160MDKK 129MDKK 206M
Total debtDKK 2.58BDKK 1.11BDKK 1.05BDKK 611MDKK 578M

Quarterly statements and history in the cockpit →

Brdr A & O Johansen A/S competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%0%+20%+40%-10%0%SAMS00006871281223ALBOU60075392747613MEKOBXC9878603350BAPHAYPP2480708075603895JCQ600250WJXAOJ-B.CO6-month return →1-month return →
Up and to the right = strong over both horizons. Brdr A & O Johansen A/S is the large dot.

Fundamentals: revenue growth against valuation

-5%0%+5%+10%+15%20×40×60×SAMS7613MEKOBXC9878603350BAPHAYPP248070JCQWJXAOJ-B.CORevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Brdr A & O Johansen A/S is the large dot.

Capital: growth delivered against growth the price implies

0%+20%0%20%SAMS0000687128ALBOU92747613MEKOBXC9878BAPHAYPP8075600250WJXAOJ-B.COGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Brdr A & O Johansen A/S is the large dot.

Brdr A & O Johansen A/S competitors and peer comparison

How Brdr A & O Johansen A/S compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Brdr A & O Johansen A/S against its 20 peers (data as of 6 Nov 2026)
MeasureAOJ-B.COPeer medianRank in peer set
1-month return+5.0%-4.8%2nd highest of 21
6-month return+16.9%-4.5%6th highest of 21
Distance from 52-week high-8.2%-18.6%4th highest of 21
Revenue growth (TTM)+12.1%+1.6%5th highest of 21
Operating margin4.6%2.3%4th highest of 21
Forward P/E11.8×10.7×6th most expensive of 12
Growth the price implies (Req g, 7 yrs)0.7%2.2%7th least demanding of 16
Growth delivered (Del g)+8.4%+6.2%8th highest of 16
Hurdle (Req g minus delivered)-7.7 pp-4.8 pp6th least demanding of 16
ROIC minus cost of capital+0.7 pp-2.0 pp4th highest of 21
EV / EBITDA11.2×7.0×3rd most expensive of 11
Net debt / EBITDA5.2×3.1×4th most indebted of 17

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Brdr A & O Johansen A/S AOJ-B.CODenmark$439M+17%+12%5%11.8×0.7%+8.4%
Groupe Samse SAMS.PAFrance$439M-5%-2%2%8.5×5.9%+5.0%
Shenzhen Huakong Seg 000068.SZChina$432M-13%-52%-3%n/a11.9%+30.6%
UNISOL 7128.TJapan$420M+31%-1%2%n/a-2.9%+24.5%
Symphony 1223.HKHong Kong$467M-12%+9%1%n/an/an/a
Bourrelier ALBOU.PAFrance$468M+36%+3%3%n/a11.5%+1.1%
Fujian Haiqin Energy 600753.SSChina$412M-7%+193%5%n/an/an/a
Kpp 9274.TJapan$411M+13%-1%2%n/a-0.7%+8.6%
Siix 7613.TJapan$471M+23%0%3%8.8×-8.8%+9.8%
Meko MEKO.STSweden$406M-5%-1%2%9.7×2.2%+9.4%
BlueLinx BXCUnited States$477M+16%+4%1%47.7×13.3%-0.9%
Huitongda Network 9878.HKHong Kong$480M-6%+3%1%9.2×-5.1%+0.3%
Ananda Drive Techniques (Shanghai) 603350.SSChina$481M-21%+6%4%22.4×n/an/a
Bapcor BAP.AXAustralia$399M+66%-3%2%27.6×7.2%+1.8%
Haypp HAYPP.STSweden$485M+5%+16%1%73.5×35.0%+17.4%
Solum 248070.KSSouth Korea$398M-42%+16%4%10.7×n/an/a
Shinsho 8075.TJapan$485M+24%+4%2%n/a-3.3%-5.0%
Shanghai Tianyong Engineering 603895.SSChina$393M-15%+28%3%n/an/an/a
Jacquet Metals JCQ.PAFrance$493M-4%-2%3%12.9×1.4%+6.2%
Nanjing Business & Tourism 600250.SSChina$388M-24%0%9%n/a12.7%-4.9%
Wajax WJX.TOCanada$503M+11%-4%6%9.8×-6.8%+8.6%

Questions

Which companies are Brdr A & O Johansen A/S's closest peers?
The cockpit's peer set: Groupe Samse (SAMS.PA), Shenzhen Huakong Seg (000068.SZ), UNISOL (7128.T), Symphony (1223.HK), Bourrelier (ALBOU.PA), Fujian Haiqin Energy (600753.SS), Kpp (9274.T), Siix (7613.T).
Is Brdr A & O Johansen A/S expensive compared with its peers?
On forward p/e it trades at 11.8× against a peer median of 10.7×, 6th most expensive of 12 in its peer set. For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -8 pp: the price already allows for a slowdown.
How has Brdr A & O Johansen A/S stock performed?
Over six months to 6 Nov 2026 the shares returned +16.9% against -4.5% for the median peer; over one year +7.3%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.