Rankings Food, drinks & restaurants Schouw & Co.
Schouw & Co.
82
15070100
A view of the same findings, not a new score. How it works
A strong score: the model found few serious problems, but analysts see limited upside from here.
Biggest deductions
- ROIC−5
- Quality of growth−4
- Multiples vs own history−4
Strengths
- Raised guidance+3
- Strong balance sheet+1
- Buybacks+1
How the score is built
From 100 to 82, step by step: points off for the business, the price and the cracks, back for documented strengths, then three data adjustments.
Start
Score
Hover or select a step to see what drove it. Steps with findings open them below.
Key numbers
As of 3 Nov 2026. Analyst targets tend to be optimistic; read upside as a hint, not a forecast.
- Price
- 830.00 DKK
- Median analyst target
- 945.00 DKK
- Upside to median
- +13.9%
- Analysts
- 3
- Target range
- 880.00 – 960.00 DKK
- 52-week change
- +39%
- P/E (trailing)
- 24.0
- Forward P/E
- 12.7
- PEG
- 1.24
Findings
Every deduction and every plus, with its source. Open a step to read them.
Business
Is the company getting stronger, not just bigger? · 4 findings−14 of −30
- −5ROICROIC 6.9% vs WACC 7.4% and only 6.2–8.1% in every year 2021–2025; the group has not earned its cost of capital for five years.
- −3MarginGross margin 8.7%, EBIT margin 5.4% and net margin 2.3% (TTM); the net margin has fallen from 4.2% in 2021.
- −4Quality of growthRevenue has fallen from DKK 37.2bn in 2023 to 34.3bn (TTM), and EPS is DKK 34.6 vs 41.9 in 2021; GPV has shrunk from 10.5bn to 8.7bn and Fibertex Personal Care from 2.5bn to 1.7bn.
- −2Capital allocationA DKK 300m goodwill write-down on Borg Automotive in 2025 after continued market challenges and one-off losses – an acquisition that has not delivered.
Price
Today's multiples against the company's own history and its peers. · 1 finding−4 of −35
- −4Multiples vs own historyForward P/E 13.4 at the top of 10.0–14.0 (2021–2025) and P/B 1.23 at the top of 1.01–1.28 after +37% in a year; EV/EBITDA 7.2 is at the bottom of 7.3–8.7, though, and the FCF yield is 10.9%.
Cracks
Cash flow, customers, debt, insiders, guidance and what sits behind the headline numbers. · 2 findings−5 of −35
- −3Concentration in BioMarBioMar accounts for DKK 16.5bn of 34.3bn in revenue, and demand follows salmon and shrimp farming; Schouw is bound by a 360-day lock-up on the remaining about 71%.
- −2Control and liquidityFree float only 11.9m of 22.4m shares (53%) and insiders own 2.7%; a controlling main shareholder and low turnover (about 20,000 shares a day) give minority shareholders little influence.
Plus
Only documented strengths. · 3 findings+5 of +15
- +3Raised guidanceThe 2026 EBITDA outlook raised to DKK 3,150–3,350m (from 2,900–3,200) and revenue to 34.8–37.2bn; EBITDA +17% in Q2.
- +1Strong balance sheetThe BioMar IPO raised about DKK 2.7bn; net debt/EBITDA has fallen from 2.5 in 2023 to 0.9, and FCF is DKK 1.97bn (TTM).
- +1BuybacksDividends (DKK 17/share, about 380m) and buybacks (share count −1.2%, about 210m) are far below FCF of DKK 1.97bn.
Caveats
What the score does not capture, or where the data is weak.
Industrial conglomerate; BioMar (fish feed, about 48% of revenue) is the largest company, so the industry is set to food – GPV, HydraSpecma and Fibertex really belong under machinery/industrials. Schouw owns about 71% of BioMar after the May 2026 IPO, so 29% of BioMar's earnings now go to minorities. The trailing P/E is distorted by a DKK 300m goodwill impairment on Borg Automotive in 2025. Only 3 analysts; sum-of-the-parts has not been calculated.
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