Brødrene A & O Johansen A/S (AOJ-B.CO)
ValueMarkers Composite Index
19% below intrinsic value ($17)
Brødrene A & O Johansen A/S (AOJ-B.CO) — VMCI valuation read
Headline read on AOJ-B.CO: VMCI of 59/100 versus a Industrials sector median of 50. The 9-point above-median position is what makes Brødrene A & O Johansen A/S a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on AOJ-B.CO: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.
**Investor frame.** Three reads on AOJ-B.CO: value (AOJ-B.CO trades at 15.0x earnings, 17% below the Industrials median of 18.0x), quality (ROIC of 11.0% sits 1.0pp above the Industrials median (10.0%)), and risk (net debt to EBITDA of 0.6x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Industrials 12.0x baseline.
AOJ-B.CO rose 0.5% over the trailing 7 days, with a -0.3% read on a 30-day basis.
Brødrene A & O Johansen A/S, together with its subsidiaries, engages in the sale and distribution of technical installation materials and tools in Denmark, Sweden, and Norway. The company operates through two segments, Professional B2B and Private B2C. It offers plumbing, heating, and sanitary ware products; electrical equipment and components; and water supply and drainage products and tools. The company also sells brackets, other fastening materials, workwear, safety equipment, locking systems, etc. It serves plumbers, carpenters, electricians, building and sewer contractors, and construction companies, as well as municipalities, utilities, and public institutions. The company operates through stores in Denmark, as well as sells its products online through BilligVVS.dk, LavprisVVS.dk, VVSochBad.se, BilligVVS.no, Greenline.dk, LavprisEL.dk, LampeGuru.dk, and Lampeguru.no, CompletVVS. Dk, and LavprisVærktøj.dk websites. Brødrene A & O Johansen A/S was founded in 1914 and is headquartered in Albertslund, Denmark.
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