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1. Company Snapshot

1.a. Company Description

Aktieselskabet Schouw & Co. operates as an industrial conglomerate in Denmark and internationally.It operates through six segments: BioMar, GPV, HydraSpecma, Borg Automotive, Fibertex Personal Care, and Fibertex Nonwovens.The company manufactures and sells feed for the salmon, trout, sea bass and bream, and shrimp to the fish and shrimp farming industry; electronics, mechanics, cable harnessing, and mechatronics; and hydraulic solutions and components for OEM manufacturers and the aftermarket, as well as remanufactures defective parts, such as brake callipers, turbochargers, starters, and alternators.


It also offers spunmelt nonwovens for the personal care industry; and nonwoven textiles used for various industrial applications, including for cars, construction, and filtration solutions.The company was founded in 1878 and is headquartered in Aarhus, Denmark.

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1.b. Last Insights on SCHO

The recent performance of Aktieselskabet Schouw & Co. was negatively driven by a 9% decline in consolidated revenue for Q3 2024, primarily due to a drop in volume sales combined with lower prices. This decline in revenue, coupled with an 8% decrease in EBITDA, likely impacted the company's financial performance. Additionally, the initiation of a new share buy-back program of up to DKK 50 million in January 2025 may be seen as a positive development, but its impact on the company's financials is yet to be seen.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Assessing Valuation: Aktieselskabet Schouw (CPSE:SCHO) After Recent Gains and Positive Momentum

Dec -01

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BioMar preliminary financial outlook for 2026 and mid-term targets

Dec -01

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Schouw & Co AS (FRA:5RF) Q3 2025 Earnings Call Highlights: Navigating Revenue Declines with ...

Nov -19

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Aktieselskabet Schouw (CPSE:SCHO): Assessing Valuation Following Recent Share Price Pullback

Nov -16

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Has the 4.6% Dip in Aktieselskabet Schouw Created an Opportunity for 2025?

Nov -15

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Interim report – third quarter of 2025

Nov -12

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Aktieselskabet Schouw (CPSE:SCHO): Exploring Valuation Following Recent Modest Share Price Gains

Oct -14

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Aktieselskabet Schouw (CPSE:SCHO): Unpacking the Current Valuation Without a Market Catalyst

Sep -20

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (1.81%)

6. Segments

BioMar

Expected Growth: 1.8%

BioMar's 1.8% growth is driven by increasing demand for sustainable aquaculture, expansion into new markets, and a focus on innovative feed solutions. The company's commitment to reducing environmental impact and improving fish health also contributes to its growth. Additionally, strategic partnerships and acquisitions have enhanced its product offerings and geographic reach.

GPV

Expected Growth: 1.9%

Aktieselskabet Schouw & Co.'s 1.9% GPV growth is driven by increasing demand for sustainable agricultural practices, expansion into emerging markets, and strategic acquisitions. Additionally, the company's focus on innovation, cost savings initiatives, and strong relationships with suppliers and customers contribute to its growth momentum.

HydraSpecma

Expected Growth: 1.7%

HydraSpecma's 1.7% growth is driven by increasing demand for hydraulic solutions in the agricultural and industrial sectors, coupled with strategic acquisitions and expansion into new markets. Additionally, the company's focus on innovation and R&D has led to the development of new products, further boosting growth.

Fibertex Nonwovens

Expected Growth: 1.6%

Fibertex Nonwovens' 1.6% growth is driven by increasing demand for sustainable and eco-friendly products, expansion in emerging markets, and strategic investments in R&D to improve product quality and efficiency. Additionally, the company's diversified customer base and long-term contracts provide a stable revenue stream, supporting steady growth.

Fibertex Personal Care

Expected Growth: 2.1%

Fibertex Personal Care's 2.1% growth is driven by increasing demand for sustainable hygiene products, expansion into emerging markets, and strategic partnerships. Additionally, the company's focus on innovation, such as its fluff pulp technology, has improved production efficiency and reduced costs, contributing to its growth momentum.

Borg Automotive

Expected Growth: 1.5%

Borg Automotive's 1.5% growth is driven by increasing demand for sustainable automotive solutions, expansion into new markets, and strategic partnerships. The company's focus on electric and hybrid vehicle components, as well as its commitment to reducing carbon footprint, aligns with the industry's shift towards eco-friendly technologies.

7. Detailed Products

BioPak

Sustainable packaging solutions for food service industry

GPBM

Specialized machinery for the production of paper and cardboard

Schouw & Co. Investments

Investment management services for private and institutional investors

Foss Analytics

Advanced analytical solutions for the food and agricultural industries

8. Aktieselskabet Schouw & Co.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Aktieselskabet Schouw & Co. is medium due to the presence of alternative products and services in the market.

Bargaining Power Of Customers

The bargaining power of customers for Aktieselskabet Schouw & Co. is low due to the company's strong brand reputation and customer loyalty.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Aktieselskabet Schouw & Co. is medium due to the presence of multiple suppliers in the market.

Threat Of New Entrants

The threat of new entrants for Aktieselskabet Schouw & Co. is high due to the low barriers to entry in the industry.

Intensity Of Rivalry

The intensity of rivalry for Aktieselskabet Schouw & Co. is high due to the presence of multiple competitors in the market.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 40.01%
Debt Cost 8.69%
Equity Weight 59.99%
Equity Cost 8.69%
WACC 8.69%
Leverage 66.70%

11. Quality Control: Aktieselskabet Schouw & Co. passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Mercedes-Benz

A-Score: 6.4/10

Value: 7.3

Growth: 8.8

Quality: 5.4

Yield: 3.1

Momentum: 9.5

Volatility: 4.3

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Schouw

A-Score: 6.3/10

Value: 8.0

Growth: 7.1

Quality: 4.7

Yield: 5.0

Momentum: 5.0

Volatility: 8.0

1-Year Total Return ->

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GPI

A-Score: 6.1/10

Value: 4.8

Growth: 6.8

Quality: 3.1

Yield: 7.5

Momentum: 9.0

Volatility: 5.7

1-Year Total Return ->

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Boryszew

A-Score: 5.1/10

Value: 7.2

Growth: 3.0

Quality: 2.5

Yield: 8.1

Momentum: 7.5

Volatility: 2.0

1-Year Total Return ->

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Wilmington

A-Score: 4.1/10

Value: 3.6

Growth: 2.8

Quality: 7.2

Yield: 5.6

Momentum: 1.0

Volatility: 4.7

1-Year Total Return ->

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Bergman & Beving

A-Score: 4.1/10

Value: 4.8

Growth: 3.3

Quality: 3.8

Yield: 2.5

Momentum: 5.0

Volatility: 5.0

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

614.0$

Current Price

614$

Potential

-0.00%

Expected Cash-Flows