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Danish industrial holding company owning stakes in businesses spanning aquafeed, auto parts, textiles and electronics manufacturing.
Danish industrial holding company owning stakes in businesses spanning aquafeed, auto parts, textiles and electronics manufacturing.
The group itself earns dividends and gains from subsidiaries that are run separately. BioMar, which supplies feed to fish farms, is the largest by sales, with the industrial subsidiaries making up the rest.
Moat: none (scale). A holding company of mid-sized industrial businesses; moat comes from individual subsidiaries, not the parent.
Headquarters: Aarhus, Denmark · Founded: 1878 · Employees: 14,799
Size Schouw & (SCHO.CO) is a Denmark Consumer Staples company (Agricultural Commodities/Milling) with a market value of $2.90B, the 29th largest of 59 Denmark companies the cockpit tracks. Shares closed at DKK 863.00 on 6 Nov 2026.
Performance Over six months the shares gained 29.6%, against -16.4% for the median peer and +8.8% for the Denmark market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue fell 0.6% over the last twelve months (peer median +8.0%); the operating margin is 4.4% (peer median 5.2%).
Valuation It trades at 15.1× forward earnings against a peer median of 17.6× (6th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -13 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.4 points above its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | DKK 34.3B | DKK 34.1B | DKK 34.7B | DKK 37.2B | DKK 32.6B |
| Revenue growth | — | -2% | -7% | +14% | — |
| Gross profit | DKK 2.39B | DKK 4.60B | DKK 4.88B | DKK 3.42B | DKK 3.17B |
| EBITDA | DKK 2.98B | DKK 2.88B | DKK 2.95B | DKK 2.82B | DKK 2.28B |
| Net income | DKK 789M | DKK 650M | DKK 950M | DKK 935M | DKK 960M |
| Free cash flow | DKK 1.99B | DKK 2.35B | DKK 1.94B | DKK 987M | -DKK 739M |
| Capital expenditure | DKK 628M | DKK 608M | DKK 692M | DKK 867M | DKK 1.11B |
| Total debt | DKK 6.03B | DKK 5.96B | DKK 6.44B | DKK 7.11B | DKK 6.68B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Schouw & SCHO.CO | $2.90B | +30% | -1% | 4% | 15.1× | -3.3% |
| Investment AB Latour LATO-B.ST | $14.2B | +19% | +3% | 15% | n/a | n/a |
| Industrivarden INDU-A.ST | $23.4B | +9% | -1% | 569% | 9.6× | n/a |
| Ratos RATO-A.ST | $1.38B | +24% | -23% | 5% | 9.7× | n/a |
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.
| Measure | SCHO.CO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +7.6% | -0.5% | 7th highest of 21 |
| 6-month return | +29.6% | -16.4% | 4th highest of 21 |
| Distance from 52-week high | -3.2% | -24.2% | 2nd highest of 21 |
| Revenue growth (TTM) | -0.6% | +8.0% | 6th lowest of 21 |
| Operating margin | 4.4% | 5.2% | 8th lowest of 21 |
| Forward P/E | 15.1× | 17.6× | 6th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | -3.3% | 0.0% | 5th least demanding of 13 |
| Growth delivered (Del g) | +9.9% | +13.3% | 6th lowest of 13 |
| Hurdle (Req g minus delivered) | -13.2 pp | -10.5 pp | 5th least demanding of 13 |
| ROIC minus cost of capital | +1.4 pp | +0.6 pp | 9th highest of 21 |
| EV / EBITDA | 7.7× | 8.4× | 6th cheapest of 12 |
| Net debt / EBITDA | 0.8× | 1.5× | 5th least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Schouw & SCHO.CO | Denmark | $2.90B | +30% | -1% | 4% | 15.1× | -3.3% | +9.9% |
| Jiangsu Lihua Animal Husbandry 300761.SZ | China | $2.94B | +2% | +7% | 3% | 29.1× | 4.0% | +16.8% |
| Cal-Maine Foods CALM | United States | $3.02B | -15% | -43% | 1% | n/a | n/a | n/a |
| Ebro Foods EBRO.MC | Spain | $3.12B | +1% | -4% | 10% | 13.2× | -7.7% | +4.4% |
| Golden Agri-Resources E5H.SI | Singapore | $2.68B | -18% | +9% | 6% | 4.2× | -13.7% | +11.6% |
| Yunnan Shennong Agricultural Industry 605296.SS | China | $2.60B | +10% | +2% | -19% | n/a | n/a | n/a |
| First Resources Ltd. (Singapore) EB5.SI | Singapore | $3.27B | -26% | +51% | 30% | 7.6× | -7.1% | +19.0% |
| Fujian Sunner Development 002299.SZ | China | $3.28B | -7% | +13% | 5% | 19.1× | -1.0% | +7.9% |
| Curaleaf CURA.TO | Canada | $2.50B | -18% | +5% | 1% | n/a | n/a | n/a |
| Seaboard SEB | United States | $3.38B | -22% | +7% | 3% | n/a | n/a | n/a |
| Godrej Industries GODREJIND.NS | India | $3.41B | -22% | +17% | 8% | n/a | n/a | n/a |
| Fuji Oil 2607.T | Japan | $2.46B | +36% | +10% | 5% | 15.2× | 0.9% | +16.2% |
| Nichirei 2871.T | Japan | $3.42B | +13% | +10% | 5% | 24.2× | 2.4% | +4.6% |
| Heilongjiang Agriculture 600598.SS | China | $3.66B | -18% | -12% | 24% | 59.7× | n/a | n/a |
| AWL Agri Business AWL.NS | India | $2.30B | -21% | +18% | 2% | 17.6× | 13.4% | +15.0% |
| B.F BFG.MI | Italy | $2.29B | +56% | +30% | -2% | 84.3× | n/a | n/a |
| Trulieve Cannabis TRLV | United States | $2.23B | +31% | -4% | 14% | 31.1× | 13.5% | +17.8% |
| Guangxi Yuegui Guangye 000833.SZ | China | $2.19B | -46% | +67% | 30% | 9.6× | 2.1% | -0.9% |
| Fujian Wanchen Food 300972.SZ | China | $3.86B | -43% | +46% | 7% | 9.9× | -18.7% | +157.9% |
| Cofco Sugar 600737.SS | China | $3.94B | -18% | -29% | 6% | 22.9× | n/a | n/a |
| Nisshin Seifun 2002.T | Japan | $3.94B | +14% | +3% | 5% | 15.4× | -1.1% | +4.9% |