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Per Aarsleff Holding (PAAL-B) Fair Value & Analysis

Industrials · DK · Market cap 14.2B DKK (≈ $2.2B) · ISIN DK0060700516

What is Per Aarsleff Holding really worth?

PA Per Aarsleff Holding PAAL-B · CO
Pricekr 721.00
Fair Valuekr 1,052
Upside+45.9%
Quality60/100

A solid business, trading 31% below our fair value of kr 1,052.

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Strengths

Healthy Growth (revenue 5y +11.2 %/yr)
Low debt · generates free cash flow
Ranks above peers (10/14)

Risks

!Thin margins · 3.8% net margin
!Narrow moat 40/100

For context

·1.66% dividend yield
Evidence: High Range kr 788.81 – kr 1,315

Fair value as of: Aug 18, 2026

From 26 valuation models · updated 18 days ago

Share price −1.8% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price is below even our cautious bear case (kr 788.81). The market is more pessimistic than our downside scenario.
  • Solid quality (60/100) at a price below fair value, the discount is the argument here, not the business quality.

Price vs Fair Value (5 years)

kr 901.00 kr 164.73 Fair Value kr 1,052 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 18, 2026.

How to read this chart

60‑month range kr 164.73 – kr 901.00 · fair‑value band kr 788.81 – kr 1,315 · the kr 721.00 price screens below the kr 1,052 fair value. Dashed = 300-day average. As of Aug 18, 2026.

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Analysis

Per Aarsleff Holding (PAAL-B) currently trades at kr 721.00, while our model-based Fair Value estimate is kr 1,052, implying the stock looks roughly 31.4% undervalued today. The Quality Score stands at 60/100 (solid quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of kr 1,500 per share, and 18 of the 26 models we run sit above the kr 721.00 price. Bear case: the Dividend Discount group reads lowest at kr 191.43, and 8 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Per Aarsleff Holding generated revenue of 23.3B DKK at a net margin of 3.8%. Revenue grew 11.9% year over year. It earns a return on equity of 16.6%. Net debt stands at 440M DKK. Fundamentals as of Aug 18, 2026

Our scenario range runs from kr 788.81 (bear case) to kr 1,315 (bull case); at kr 721.00, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 21% below its 52-week high and 24% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −46% fair-value upside, at 46%, PAAL-B screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 11 months have passed since. In that time the company retained roughly kr 33.57 per share, which is 3.2 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF kr 1,386 kr 2,334 kr 3,895 78
Growth DCF kr 1,390 kr 2,296 kr 3,769 77
Owner Earnings kr 688.01 kr 1,147 kr 1,904 74
All 26 models by family
DCF Models
FCF DCF kr 1,386 kr 2,334 kr 3,895 78
Owner Earnings kr 688.01 kr 1,147 kr 1,904 74
5Y Revenue Exit kr 861.53 kr 1,306 kr 1,874 72
5Y EBITDA Exit kr 1,170 kr 1,917 kr 2,817 74
5Y P/E Exit kr 959.64 kr 1,500 kr 2,086 71
10Y Revenue Exit kr 1,013 kr 1,481 kr 2,130 67
10Y EBITDA Exit kr 1,233 kr 1,919 kr 2,889 68
10Y P/E Exit kr 1,096 kr 1,620 kr 2,301 64
Earnings-Based
Graham-Dodd kr 340.56 kr 1,361 kr 1,851 64
Lynch FV kr 338.31 kr 483.30 kr 628.29 61
PEG = 1.0 kr 338.31 kr 483.30 kr 628.29 57
EPV kr 482.60 kr 557.84 kr 623.66 74
Dividend Discount
Gordon GGM kr 109.19 kr 227.03 kr 360.15 66
DDM Multi-Stage kr 109.19 kr 191.43 kr 238.27 66
Multiples
P/E Multiple kr 788.81 kr 1,052 kr 1,315 63
P/S Multiple kr 638.56 kr 851.41 kr 1,064 58
P/B Multiple kr 638.56 kr 851.41 kr 1,064 55
EV/EBIT kr 851.28 kr 1,125 kr 1,398 66
EV/EBITDA kr 1,167 kr 1,546 kr 1,925 67
EV/Revenue kr 616.52 kr 867.36 kr 1,118 54
Asset-Based
NCAV (Graham) kr 157.40 kr 210.91 kr 314.79 54
Growth DCF
Growth DCF kr 1,390 kr 2,296 kr 3,769 77
Rev-Margin DCF kr 861.53 kr 1,312 kr 1,872 72
Economic Profit
Residual Income kr 332.23 kr 442.12 kr 1,385 64
ROIC Compounder kr 530.08 kr 694.66 kr 909.00 72
Growth Earnings
Growth-Adj P/E kr 594.91 kr 849.87 kr 1,105 67

Widest divergence: DCF Models (kr 1,500) versus Dividend Discount (kr 191.43). Highest evidence: FCF DCF (78).

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Key figures & financial health

P/E ratio 15.7 as of Jul 19, 2026
P/S ratio 0.61 P/E × margin
EPS (TTM) kr 48.04 price ÷ EPS = P/E 15.7
Dividend yield 1.7% payout 25.0%
Net margin 3.9% FY2025
Return on equity 17.1% TTM
More key figures
Profitability
Return on assets (EBIT) 7.3% avg 5y
Operating margin 4.1% TTM
Growth
Revenue (TTM) 24.1B DKK TTM
Revenue growth (YoY) +15.4% 3y avg +7.7%
EPS growth (YoY) +15.6%
Balance sheet & cash flow
Free cash flow 1.9B DKK FY2025
Net debt 440M DKK FY2025 · ≈ 0.2 yrs of FCF

Figures from reported company fundamentals · as of Aug 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 60/100

Of which business quality 61 · Market factors (momentum, volatility) 56

Profitability 52
Margins and returns on capital today
Quality Growth 35
Are margins and returns improving?
Cashflow 63
Earnings quality: real cash, not paper profit
Fin. Strength 73
Balance sheet, leverage, solvency risk
Investment 58
Disciplined investing over empire-building
Low Volatility 79
Calm price path (market factor)
Momentum 45
Price trend over the last 3–12 months (market factor)
52W Momentum 48
Distance to the 52-week high (market factor)
Net Issuance 85
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Per Aarsleff Holding A/S provides infrastructure and construction services for societies in Denmark and internationally. It operates through Construction, Technical solutions, Rail, Ground Engineering, and Pipe Technologies segments.

Full company description

Per Aarsleff Holding A/S provides infrastructure and construction services for societies in Denmark and internationally. It operates through Construction, Technical solutions, Rail, Ground Engineering, and Pipe Technologies segments. The company offers infrastructure services, such as roads and traffic facilities; construction of harbours and marine; burial of electrical, copper, and fibre cables; airport facilities; railways; mining; drinking water; geotechnical investigation; and sports field. It is involved in sewer systems, reservoirs, coastal protection, wastewater treatment plants, soil deposits, urban green spaces, waste management, sewer renewal, downpipes, ventilation channels, and CCTV inspection activities; and design, engineering, and installation of wind, combined heat, and power plants, as well as district heating and gas. In addition, the company undertake building construction, renovation, shell structures, technical contracts, construction pits, pile foundation, anchors, groundwater handling and site development; and collaboration activities, such as project development, One Company, service and maintenance, framework agreements, partnering, design and engineering, and digital building activities. Per Aarsleff Holding A/S was formerly known as Per Aarsleff A/S and changed its name to Per Aarsleff Holding A/S in April 2016. The company was founded in 1947 and is based in Viby J, Denmark.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Per Aarsleff Holding reported revenue of 22.6B DKK in FY2025 versus 14.6B DKK in FY2021, a compound +11.5%/yr. Reported net income was 876M DKK in FY2025, compounding +16.7%/yr from FY2021.

Growth Quality 89/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
22.6B DKK
Latest YoY
+4.1%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+7.7%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.2%
Avg. revenue growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.2%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+21.2% · in DKK
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share+19.5%
Dividend yield1.7%
Trend Two data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.5Y 19.5% vs 10Y 11.8%, picking up
Operating margin (EBIT) Operating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.4.2% (2020) → 5.0% (2025) · steady
Worst earnings drop76% (2010) · in DKK
Revenue +11.5%/yr
FY21 14.6B DKK
FY22 18.1B DKK
FY23 20.2B DKK
FY24 21.7B DKK
FY25 22.6B DKK
Net income +16.7%/yr
FY21 472M DKK
FY22 447M DKK
FY23 786M DKK
FY24 806M DKK
FY25 876M DKK
Character of growth · EPS growth decomposed (2014-2025) +12.2 % p.a.
Revenue per share +9.8 %

of which total revenue +9.2 % · buybacks/dilution +0.6 %

EBIT margin +2.0 %
Tax rate −0.4 %
Residual (interest, one-offs) +0.5 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Per Aarsleff Holding Fair Value". https://www.fairvalue-calculator.com/stock/PAAL-B

Peer Group

Engineering & Construction · 817 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 60 · Top 25%
Fair Value upside +46% · Top 25%
Return on equity (TTM) 17% · Top 25%
Return on assets 5% · Above median
Net margin (TTM) 4% · Above median
Operating margin (TTM) 4% · Below median
Revenue growth 15% · Above median
Dividend yield (TTM) 1.7% · Below median
Debt / equity 0.13× · Higher than median

Valuation Multiples vs Engineering & Construction median · lower = cheaper

P/E (TTM) 15.7× · Cheaper than median
P/B 2.58× · Pricier than median
P/S (TTM) 0.59× · Cheaper than median
P/FCF 1.1× · Cheaper than median
EV/EBITDA 7.3× · Cheaper than median

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE95 · sector 17
FUTURE77 · sector 12
PAST68 · sector 26
HEALTH94 · sector 94
DIVIDEND33 · sector 39

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

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Frequently asked questions

Is Per Aarsleff Holding (PAAL-B) overvalued or undervalued?
As of Aug 18, 2026, our model estimates a fair value of kr 1,052 versus a price of kr 721.00, about +46% upside (undervalued).
What is the fair value of PAAL-B?
Our model-based fair value for Per Aarsleff Holding is kr 1,052 (as of Aug 18, 2026), built from audited fundamentals. The current price: kr 721.00.
What is the quality score of PAAL-B?
Per Aarsleff Holding has a Quality Score of 60/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Per Aarsleff Holding (PAAL-B)?
Per Aarsleff Holding reported trailing-twelve-month revenue of about 23.3B DKK (latest available figure, as of Aug 18, 2026).
What is the net profit margin of PAAL-B?
The net profit margin of Per Aarsleff Holding is about 3.8%, meaning it keeps roughly 3.8% of revenue as net income. Based on the latest reported figures.
Does Per Aarsleff Holding pay a dividend?
Per Aarsleff Holding currently shows a dividend yield of about 1.66% relative to its recent price (as of Aug 18, 2026).
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