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Brødrene A & O Johansen A/S (AOJ-B) Fair Value & Analysis

Industrials · DK · Market cap 1.9B DKK

BA Brødrene A & O Johansen A/S AOJ-B · CO
Pricekr 91.00
Fair Valuekr 141.77
Upside+55.8%
Quality53/100
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Evidence: High Range kr 77.11 – kr 225.00 📤 Share as image

Fair value as of: Jul 12, 2026

From 26 valuation models · updated 9 days ago

Fair value updated Jul 12, 2026, revised from kr 141.66 to kr 141.77 (+0.1%) since Jun 24, 2026. Share price +5.2% over the past month.

Price vs Fair Value (12 months)

kr 100.22 kr 82.15 Fair Value kr 141.77 Jul 2025 Jul 2026

12‑month range kr 82.15 – kr 100.22 · fair‑value band kr 77.11 – kr 225.00 · the kr 91.00 price screens below the kr 141.77 fair value. As of Jul 12, 2026.

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Analysis

Brødrene A & O Johansen A/S (AOJ-B) currently trades at kr 91.00, while our model-based Fair Value estimate is kr 141.77, implying the stock looks roughly 55.8% undervalued today. We read business quality at 53/100 (solid quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Brødrene A & O Johansen A/S generated revenue of 6.2B DKK at a net margin of 3.3%. Revenue grew 6.5% year over year. It earns a return on equity of 13.1%. Net debt stands at 1.2B DKK. Fundamentals as of Jul 12, 2026

Our scenario range runs from kr 77.11 (bear case) to kr 225.00 (bull case); at kr 91.00, the current price sits within that range. The share trades about 10% below its 52-week high and 12% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -42% fair-value upside, at 56%, AOJ-B screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 6.2B DKK
Revenue growth (YoY) +6.5%
Net margin 3.3%
Return on equity 13.1%
Free cash flow 178M DKK FY2025
P/E ratio 12.5
More key figures
Operating margin 3.7%
EPS (TTM) kr 7.40
Dividend yield 4.1%
EPS growth (YoY) +6.7%
Net debt 1.2B DKK FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 12, 2026. TTM = trailing twelve months.

About the company

Brødrene A & O Johansen A/S, together with its subsidiaries, engages in the sale and distribution of technical installation materials and tools for construction companies in Denmark, Sweden, Norway, and internationally. It operates through two segments: Professional B2B and Private B2C. The company offers plumbing, fittings, sanitary ware, climate, electricity and lighting, tools and machines, brackets, workwear, water supply, and drainage, sewage and climate products. It also involved in the renting of equipment. The company operates through stores, as well as sells its products online websites, such as AO.dk and AO.dk Mobile app. Brødrene A & O Johansen A/S was founded in 1914 and is headquartered in Albertslund, Denmark.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Brødrene A & O Johansen A/S reported revenue of kr 6.1B in FY2025 versus kr 4.8B in FY2021, a compound +6.3%/yr. Reported net income was kr 201M in FY2025, compounding −5.7%/yr from FY2021.

Revenue +6.3%/yr
FY21 kr 4.8B
FY22 kr 5.4B
FY23 kr 5.3B
FY24 kr 5.4B
FY25 kr 6.1B
Net income −5.7%/yr
FY21 kr 254M
FY22 kr 294M
FY23 kr 206M
FY24 kr 163M
FY25 kr 201M

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Cite: Fair Value Calculator (2026). "Brødrene A & O Johansen A/S Fair Value". https://www.fairvalue-calculator.com/stock/AOJ-B

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Frequently asked questions

Is Brødrene A & O Johansen A/S (AOJ-B) undervalued?
As of Jul 12, 2026, our model estimates a fair value of kr 141.77 versus a price of kr 91.00, about +56% (undervalued). Model-based estimate, not financial advice.
What is the fair value of AOJ-B?
Our model-based fair value for Brødrene A & O Johansen A/S is kr 141.77 (as of Jul 12, 2026), built from audited fundamentals. The current price is kr 91.00.
What is the quality score of AOJ-B?
Brødrene A & O Johansen A/S has a Quality Score of 53/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Brødrene A & O Johansen A/S (AOJ-B)?
Brødrene A & O Johansen A/S reported trailing-twelve-month revenue of about 6.2B DKK (latest available figure, as of Jul 12, 2026).
What is the net profit margin of AOJ-B?
The net profit margin of Brødrene A & O Johansen A/S is about 3.3%, meaning it keeps roughly 3.3% of revenue as net income. Based on the latest reported figures.
Does Brødrene A & O Johansen A/S pay a dividend?
Brødrene A & O Johansen A/S currently shows a dividend yield of about 4.08% relative to its recent price (as of Jul 12, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.