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Bravida Holding (OM:BRAV) Wins Dansk Data Center 1 Contract, Is The 6% Upside Enough?

Simply Wall St · 1d ago

Bravida Holding (OM:BRAV) has been appointed technical partner for Dansk Data Center 1 at the Port of Esbjerg, where it will handle most core installations. The confidential contract is described as a medium-sized data centre project.

See our latest analysis for Bravida Holding.

The Dansk Data Center 1 contract comes at a time when Bravida Holding’s recent momentum has been firm, with a 90 day share price return of 17.66% and a 1 year total shareholder return of 46.92%. However, the 30 day share price return is down 3.28%, compared with a strong year to date share price return of 50% at a latest share price of SEK132.6.

If this data centre win has you thinking about where infrastructure linked themes could go next, it may be worth scanning for other power grid related opportunities via the 39 power grid technology and infrastructure stocks

Bravida Holding’s strong 1 year run and softer 30 day patch leave you weighing two options: step in after this data centre contract news, or wait for a cheaper entry. The valuation numbers help frame that decision next.

Most Popular Narrative: 6% Undervalued

Bravida Holding last closed at SEK132.6 compared with a widely followed fair value narrative of SEK141. The gap is small in price terms, but the story behind it is detailed.

Bravida's strategic focus on selective project acquisition, prioritizing projects with better margins, is expected to enhance long-term revenue and profitability, potentially leading to improved net margins. The turnaround and continued improvement in Denmark's operations, especially the transition expected in 2025, is likely to contribute positively to Bravida’s earnings and boost overall operating margins.

Read the complete narrative.

Want to understand why this fair value sits above today’s price? The narrative leans on revenue growth, firmer margins and a future earnings multiple that has to hold up. The full story spells out the assumptions behind that SEK141 figure.

Result: Fair Value of SEK141 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, you also need to factor in softer organic growth and a lower order backlog, since any further weakness here could quickly challenge the current narrative for Bravida Holding.

Find out about the key risks to this Bravida Holding narrative.

Another View on Bravida Holding’s Valuation

The analyst narrative sees Bravida Holding as modestly undervalued around SEK141, but the P/E picture looks different. The stock trades on 19.3x earnings compared with 16.1x for the European Commercial Services industry and 16.4x for peers, while the fair ratio is 22.2x. This may indicate either valuation risk or the potential for a re rating over time.

See what the numbers say about this price — find out in our valuation breakdown.

OM:BRAV P/E Ratio as at Aug 2026
OM:BRAV P/E Ratio as at Aug 2026

Next Steps

Given the mixed signals around Bravida Holding, it makes sense to move fast, test the data yourself and decide whether the story holds up. To see what optimism in the market is focused on right now, review the 4 key rewards

Looking for more investment ideas beyond Bravida Holding?

You do not need to stop with Bravida Holding. Use the Simply Wall Street Screener to widen your watchlist and pressure test your next moves.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.