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TF Bank AB (SE:AVARDA)
:AVARDA
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TF Bank AB (AVARDA) AI Stock Analysis

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SE:AVARDA

TF Bank AB

(AVARDA)

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Outperform 75 (OpenAI - 5.2)
Rating:75Outperform
Price Target:
kr221.00
▲(19.33% Upside)
Action:Reiterated
Date:07/11/26
The score is driven primarily by solid fundamentals—strong revenue growth and an improving, conservatively levered balance sheet—tempered by meaningful cash flow volatility. Technically, the stock is in an uptrend (price above key moving averages) but momentum indicators are neutral, while valuation is broadly reasonable with a moderate P/E and a ~3.1% dividend yield.
Positive Factors
Revenue Growth
Sustained 18.1% revenue growth in 2025 demonstrates expanding loan volumes and merchant transaction activity, supporting scale in both consumer lending and the Avarda payments business. Durable top-line expansion over time underpins investment capacity, fee diversification and long-term market share gains.
Negative Factors
Cash Flow Volatility
Pronounced swings in operating and free cash flow complicate multi-year planning and weaken confidence in recurring cash available for lending, investments and payouts. Volatility raises funding and liquidity risk under adverse scenarios and makes capital deployment timing more uncertain.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
Sustained 18.1% revenue growth in 2025 demonstrates expanding loan volumes and merchant transaction activity, supporting scale in both consumer lending and the Avarda payments business. Durable top-line expansion over time underpins investment capacity, fee diversification and long-term market share gains.
Read all positive factors

TF Bank AB (AVARDA) vs. iShares MSCI Sweden ETF (EWD)

TF Bank AB Business Overview & Revenue Model

Company Description
TF Bank AB (publ) provides consumer banking services and e-commerce solutions through a proprietary IT platform. The company operates in three segments: Consumer Lending, E-commerce Solutions, and Credit Cards. It provides savings accounts; unsecu...
How the Company Makes Money
TF Bank makes money primarily through (1) interest income from lending and (2) fee-based income from payment and merchant services. On the lending side, the bank originates and services consumer credit products; revenue is driven by the interest c...

TF Bank AB Financial Statement Overview

Summary
Strong income statement and balance sheet are partially offset by volatile cash flow. Revenue grew robustly in 2025 (+18.1% YoY) with solid profitability (2025 net margin 17.3%, EBIT margin 23.0%), but margins and net income momentum softened versus 2024. Balance sheet leverage improved (debt-to-equity down to 0.12 in 2025), while cash flow showed large year-to-year swings (notably 2024 weakness), reducing confidence in consistency.
Income Statement
78
Positive
Balance Sheet
83
Very Positive
Cash Flow
62
Positive
Breakdown
Income Statement
Total Revenue
Gross Profit
EBITDA
Net Income
Balance Sheet
Total Assets
Cash, Cash Equivalents and Short-Term Investments
Total Debt
Total Liabilities
Stockholders Equity
Cash Flow
Free Cash Flow
Operating Cash Flow
Investing Cash Flow
Financing Cash Flow

TF Bank AB Technical Analysis

Technical Analysis Sentiment
Positive
Last Price185.20
Price Trends
50DMA
187.00
Positive
100DMA
176.66
Positive
200DMA
168.67
Positive
Market Momentum
MACD
4.09
Positive
RSI
54.60
Neutral
STOCH
29.63
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SE:AVARDA, the sentiment is Positive. The current price of 185.2 is below the 20-day moving average (MA) of 193.96, below the 50-day MA of 187.00, and above the 200-day MA of 168.67, indicating a bullish trend. The MACD of 4.09 indicates Positive momentum. The RSI at 54.60 is Neutral, neither overbought nor oversold. The STOCH value of 29.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SE:AVARDA.

TF Bank AB Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
kr12.67B17.2122.19%3.29%17.46%13.75%
73
Outperform
kr62.53B22.3039.54%3.28%11.21%12.86%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
66
Neutral
kr292.16B12.3812.52%3.48%-19.24%-9.09%
63
Neutral
kr12.58B11.03-5.39%-11.29%
53
Neutral
kr623.98M-9.04-8.50%12.07%47.22%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SE:AVARDA
TF Bank AB
201.00
39.68
24.60%
SE:AZA
Avanza Bank Holding AB
400.00
50.68
14.51%
SE:MORROW
Komplett Bank ASA
14.20
0.05
0.37%
SE:SHB.B
Svenska Handelsbanken AB Class B
232.00
38.80
20.08%
SE:QLIRO
Qliro AB
18.05
-4.13
-18.62%
SE:NORION
Collector AB
66.40
-4.20
-5.95%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 11, 2026