Competitors
6 competitors
· 4 industries
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| # | Company | Industry | Country | Market Cap | Upside | 1D | 1W | 1M | YTD | P/E | EV/EBIT | EV/EBITA | EV/EBITDA | Div. Yield | DPS | DPS Growth | EBITDA | EBITA | EBIT | EPS | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — |
Brødrene A & O Johansen A/S
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Trading Companies and Distributors | Denmark | 359.95M EUR | — Price vs consensus target Price 98.80 DKK as of 2026-09-30 Target no estimate stored | -0.40% | -0.90% | -3.70% | +4.66% | 12.7 | 13.0 | 12.9 | 10.4 | 3.80% | 3.75 DKK | +25.0% | 376.10M DKK | 303.90M DKK | 300.40M DKK | 7.77 DKK | ||
| 1 | ? Why a competitor Solar is AOJ's closest Danish listed peer, directly competing in the wholesale distribution of electrical, heating, plumbing, and climate installation products to professional contractors across Denmark and the Nordic region. | Trading Companies and Distributors | India | 321.60M EUR | — Price vs consensus target Price 725.40 INR as of 2026-09-30 Target no estimate stored | -3.26% | -0.27% | +12.74% | +28.82% | — | 46.5 | 46.5 | 21.8 | — | — | — | 1.90B INR | 888.90M INR | 888.90M INR | -0.36 INR | ||
| 2 | ? Why a competitor Kesko operates extensive technical and building trade wholesale networks across the Nordics (including Onninen and the acquisition of Brødrene Dahl), directly contesting AOJ's core HVAC, plumbing, and electrical installer customer base. | Food Retail | Finland | 9.13B EUR | -3.4% Price vs consensus target Price 23.28 EUR as of 2026-09-30 Target 22.50 EUR 5 estimates · as of 2026-09-16 | +1.04% | +1.31% | +3.65% | +20.94% | 22.2 | 20.1 | 18.9 | 14.6 | 3.87% | 0.90 EUR | 0.0% | 874.50M EUR | 675.90M EUR | 637.10M EUR | 1.05 EUR | ||
| 3 | ? Why a competitor Through its building distribution division in the Nordic region, Saint-Gobain directly competes against AOJ for professional B2B tradespeople and contractors across plumbing, HVAC, and building material categories. | Building Products | France | 33.78B EUR | +44.8% Price vs consensus target Price 69.04 EUR as of 2026-09-30 Target 100.00 EUR 18 estimates · as of 2026-09-29 | -1.09% | -1.12% | -9.73% | -20.61% | 12.7 | 9.2 | 8.6 | 7.0 | 3.33% | 2.30 EUR | +4.5% | 6.58B EUR | 5.33B EUR | 4.98B EUR | 5.43 EUR | ||
| 4 | ? Why a competitor Rexel is a leading European distributor of electrical supplies and technical installation materials that directly competes with AO's electrical and lighting wholesale segment in the Nordic markets. | Trading Companies and Distributors | France | 10.37B EUR | +23.4% Price vs consensus target Price 35.26 EUR as of 2026-09-30 Target 43.50 EUR 12 estimates · as of 2026-09-29 | -3.05% | -2.70% | -1.54% | +4.97% | 15.5 | 13.4 | 13.3 | 12.5 | 3.40% | 1.20 EUR | 0.0% | 1.22B EUR | 1.14B EUR | 1.14B EUR | 2.27 EUR | ||
| 5 | ? Why a competitor Byggmax competes directly with AOJ's rapidly growing B2C and e-commerce segments across Scandinavia, targeting DIY consumers and smaller builders for installation products, plumbing, and renovation supplies. | Specialty Retail | Sweden | 279.87M EUR | +4.4% Price vs consensus target Price 54.10 SEK as of 2026-09-30 Target 56.50 SEK 2 estimates · as of 2026-09-28 | +0.93% | +0.93% | +4.64% | -1.46% | 13.6 | 15.4 | 13.9 | 10.1 | 3.05% | 1.65 SEK | +120.0% | 503.00M SEK | 365.00M SEK | 329.00M SEK | 3.97 SEK | ||
| 6 | — | Trading Companies and Distributors | Sweden | 563.97M EUR | +41.1% Price vs consensus target Price 127.60 SEK as of 2026-09-30 Target 180.00 SEK 3 estimates · as of 2026-07-20 | -0.31% | -2.60% | -4.92% | -0.47% | 18.6 | 16.2 | 13.8 | 12.1 | 1.72% | 2.20 SEK | +10.0% | 774.00M SEK | 681.00M SEK | 577.00M SEK | 6.86 SEK |
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Competitors
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Rexel S.A. has completed a Follow-on Equity Offering in the amount of €500.000028 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 14,388,490
Price\Range: €34.75
Follow-on Equity Offerings · Capital IQ Transaction Database
Rexel S.A. has filed a Follow-on Equity Offering in the amount of €500 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Follow-on Equity Offerings · Capital IQ Transaction Database
Rexel S.A. (ENXTPA:RXL) entered into an agreement to acquire Genuine Cable Group, LLC from Audax Management Company, LLC for an enterprise value of approximately $1.4 billion on September 25, 2026. Rexel plans to finance GCG through a mix of existing cash on hand, and debt for €800 million ($911.68 million). The Group also intends to raise up to €500 million ($569.8 million) equity through an accelerated bookbuilding offering subject to market conditions.
The transaction is subject to customary regulatory approvals, acquirer board and closing conditions. The expected completion of the transaction is by 2026 year-end.Rexel’s Board of Directors has unanimously approved the acquisition of GCG. The transaction is immediately accretive to adjusted earnings and to Rexel’s EBITA margin, with substantial additional value creation potential from synergies and commercial expansion. The transaction respects all financial M&A criteria, including EPS accretion in year 1 and value creation by year 3.
Guggenheim Securities, LLC acted as financial advisor for Rexel S.A. Rothschild & Co SCA acted as financial advisor for Rexel S.A. Sidley Austin LLP acted as legal advisor for Rexel S.A. Solomon Partners, LP acted as financial advisor for Genuine Cable Group, LLC. JPMorgan Chase & Co. acted as financial advisor for Genuine Cable Group, LLC. Kirkland & Ellis LLP acted as legal advisor for Genuine Cable Group, LLC. Fredrikson & Byron P.A. acted as legal advisor for Genuine Cable Group, LLC.
M&A Transaction Announcements · Capital IQ Transaction Database
Solara Active Pharma Sciences Limited, Annual General Meeting, Sep 18, 2026, at 10:30 Indian Standard Time. Agenda: To receive, consider and adopt the Audited Standalone Financial Statements of the Company for the financial year ended March 31, 2026, together with the Reports of the Board of Directors and the Auditors thereon; to receive, consider and adopt the Audited Consolidated Financial Statements of the Company
for the financial year ended March 31, 2026, together with the Report of the Auditors thereon; to appoint Mr. Arun Kumar Pillai (DIN: 00084845), who retires by rotation and being eligible offers himself for re-appointment as a Non - Executive Director; to ratify the remuneration payable to Cost Auditors for the financial year ending March 31, 2027; and to consider other matters.
Annual General Meeting · BSE India, EDI-Feed
Kesko Oyj reported sales results for the month and year to date ended August 31, 2026. The company reported Group sales in August 2026 totalled EUR 1,165.0 million, representing an increase of 5.4%.
For the year to date ended, the company reported total Group sales of EUR 8,841.3 million.
Announcements of Sales/Trading Statement · Cisionwire
Saint-Gobain announced that Annica Hagen has been appointed Chief Artificial Intelligence Officer (CAIO) and member of the Group Executive Committee, effective September 1, 2026. In this newly created role, Annica Hagen will lead the Group's AI ambitions in support of the strategic objectives of 'Lead & Grow'. She will oversee the structuring, prioritization and scaling up of existing local AI initiatives across countries and businesses. After holding leading positions in both international and Swedish companies, Annica Hagen joined Saint-Gobain in 2023 and has since held leadership roles in Building Distribution in Sweden and later as CEO Distribution for the Nordic and Baltic countries.
Executive/Board Changes - Other · Targeted News Service
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