AOJ-B.CO

Strong BuyFull HouseFLAG

Brødrene A & O Johansen A/S · Industrials · Denmark · $329M · Avg Vol: $554K/d

Full House: Strong business, sensible price, market agrees. The rare full house.

97
StockRank
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Quality
61
Value
68
Momentum
77
P/E (TTM)
13.1x
peers 22.2x
ROE
13.2%
peers 12.7%
D/E
0.8x
peers 0.6x
Dividend %
3.7%
trailing yield
Director trades · 180d
None →
Buybacks · 180d
None →
AI CONVICTION THESIS

The stock qualifies on a quantitative basis (all > 50) but lacks the corroborating internal regulatory signals (insiders or buybacks) required to approve at this lower threshold level.

ABOUT BRØDRENE A & O JOHANSEN A/S

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Brødrene A & O Johansen A/S is a leading Danish wholesaler and distributor of technical installation materials, serving the plumbing, heating, electrical, and water supply sectors. The company operates a dense network of physical stores across Denmark and Sweden, complemented by a highly efficient B2B e-commerce platform and automated logistics centers. Its competitive moat is established through deep supplier relationships, extensive product availability, and rapid next-day delivery capabilities.

FINANCIAL SUMMARY (DKK)

Year2022202320242025CAGRTTM
Revenue5.4B5.3B5.4B6.1B4.4%6.4B
EPS (DKK)10.807.606.007.40-11.8%7.75
Shares21.6M21.6M21.6M21.6M0.0%21.5M
Debt577.5M611.2M1.0B1.1B24.3%1.3B
Equity1.4B1.5B1.5B1.7B5.8%—
Op CF215.8M346.4M199.2M312.4M13.1%374.9M
Inv CF-333.3M-130.2M-465.4M-200.1M——
Fin CF15.5M-161.7M232.1M-106.3M——
Loading 1Y...
PRICE (1Y)+10.6%
13.8514.3614.8815.4015.9212 Aug3 Sep24 Sep
SMA 50SMA 200

Close
$15.31
RSI (14)
35.9
52W High
$16.10
From 52W High
-4.9%

SCORE BREAKDOWN

Quality
61
ROIC
12.3%67.6
ROE
13.2%69.4
GP/Assets
37.5%86.1
Op. Margin
4.1%32.2
FCF/Assets
4.7%62.3
Piotroski
891.7
Int. Cover
7.4x46.1
D/E Ratio
0.77x26.6
Current Ratio
1.00x13.3
Value
68
P/E (TTM)
13.1x70.5
EV/EBITDA
10.4x57.1
P/FCF
11.0x71.6
P/B
1.6x58.3
P/S
0.3x89.0
Div Yield
3.7%75.6
Momentum
77
52W High %
95%90.2
RS 6M
14%77.1
SMA 50/200
1.07x73.3
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
20%55.2

FUNDAMENTALS

Market Cap
$329M
P/E (Forward)
—
Gross Margin
24.4%

SECTOR PEERS

Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of AOJ-B.CO are excluded.

TickerCompanyMkt CapStockRankSignal
AOJ-B.COBrødrene A & O Johansen A/S(you)$329M97Strong Buy
NTG.CONTG Nordic Transport Group A/S$923M94Strong Buy
MTHH.COMT Højgaard Holding A/S$325M71Buy
DFDS.CODFDS A/S$1.4B86Strong Buy
IG.COInstallatørGruppen A/S$514M60Hold
SCHO.COAktieselskabet Schouw & Co.$2.7B92Strong Buy
DNORD.CODampskibsselskabet Norden A/S$1.6B73Buy
GREENM.COGreenMobility A/S$56M72Buy
ISS.COISS A/S$7.1B92Strong Buy
PAAL-B.COPer Aarsleff Holding A/S$2.2B63Hold

Peer medians: ROE 12.7% · P/E 22.2x · Gross margin 34.4%

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

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Brødrene A & O Johansen A/S (AOJ-B.CO): Stock Score Summary

Brødrene A & O Johansen A/S (AOJ-B.CO) has a MoatMap StockRank of 97/100 based on Quality (61/100), Value (68/100), and Momentum (77/100) factor scores. The current signal is STRONG BUY. The stock qualifies on a quantitative basis (all > 50) but lacks the corroborating internal regulatory signals (insiders or buybacks) required to approve at this lower threshold level.

Brødrene A & O Johansen A/S is a leading Danish wholesaler and distributor of technical installation materials, serving the plumbing, heating, electrical, and water supply sectors. The company operates a dense network of physical stores across Denmark and Sweden, complemented by a highly efficient B2B e-commerce platform and automated logistics centers. Its competitive moat is established through deep supplier relationships, extensive product availability, and rapid next-day delivery capabilities.

Key Financial Metrics

Price$15.31
Market Cap$329M
P/E (TTM)13.09
Price/Book1.62
Return on Equity13.2%
Return on Invested Capital12.3%
Debt/Equity0.77x
Gross Margin24.4%
Operating Margin4.1%
Revenue Growth11.6%
Dividend Yield3.7%
Free Cash Flow$30M

Brødrene A & O Johansen A/S operates in the Industrial Distribution industry, part of the Industrials sector (Denmark).

Frequently Asked Questions

What is Brødrene A & O Johansen A/S’s (AOJ-B.CO) StockRank?
MoatMap’s StockRank for Brødrene A & O Johansen A/S (AOJ-B.CO) is 97/100, with a Strong Buy signal. It is a composite of Quality (61), Value (68), and Momentum (77) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Brødrene A & O Johansen A/S have an economic moat?
Brødrene A & O Johansen A/S (AOJ-B.CO) has a Quality factor score of 61/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Brødrene A & O Johansen A/S a buy, hold, or sell?
MoatMap’s current signal for Brødrene A & O Johansen A/S (AOJ-B.CO) is Strong Buy, based on a StockRank of 97/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Brødrene A & O Johansen A/S in?
Brødrene A & O Johansen A/S (AOJ-B.CO) operates in the Industrials sector, specifically the Industrial Distribution industry (Denmark).
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