Svolder AB Class B (SVOL.B) AI Stock Analysis

• Market Cap: €6.23B
• Dividend Yield: 2.8%
• Average Volume (3M): 112.63K
• Price to Earnings (P/E): 14.2
• Beta (1Y): 0.99
• Revenue Growth: N/A
• EPS Growth: N/A
• Country: SE
• Employees: 6
• Sector: Financial
• Sector Strength: 83
• Industry: Asset Management
• EPS (TTM): 4.22
• Shares Outstanding: 97,417,435
• 10 Day Avg. Volume: 104,818
• 30 Day Avg. Volume: 112,630
• PEG Ratio: -0.49
• Price to Book (P/B): 1.01
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 50.39
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0

• Rating: 64 Neutral
• Price Target: ―

Svolder AB Class B's overall stock score is driven by strong financial stability due to a robust balance sheet and recovering profitability. Technical analysis suggests neutral to slightly bearish trends with potential overbought conditions. The valuation supports a reasonable investment case with a balanced P/E ratio and attractive dividend yield. The absence of additional corporate or earnings call events maintains focus on these primary factors.

Svolder AB Class B Business Overview & Revenue Model

Company Description

Svolder AB is a Sweden-based investment company that primarily operates in the financial sector. The company specializes in investing in small and medium-sized publicly traded companies, predominantly in Sweden, aiming to generate long-term capital appreciation. It operates as a closed-end investment firm and is listed on the Stockholm Stock Exchange, providing investors with opportunities to participate in a diversified portfolio of equities.

How the Company Makes Money

Svolder AB makes money primarily through capital gains and dividends from its investment portfolio. The company's revenue model is based on investing in carefully selected small and medium-sized companies, holding these investments over time to benefit from their potential growth, and generating returns as these companies increase in value. Additionally, Svolder earns income from dividends distributed by the companies it invests in. The firm's performance is also influenced by its ability to effectively manage its portfolio, including buying and selling equities based on market conditions and company fundamentals. Significant partnerships with brokerage firms and financial institutions may also play a role in facilitating its investment activities and market transactions.

Svolder AB Class B Financial Statement Overview

Summary

Overall, Svolder AB Class B demonstrates a strong balance sheet with zero debt and high equity. The income statement shows recovering profitability in the TTM after years of negative revenue and profit. Cash flows are positive and improving, though room for growth remains. The company is on a path to recovery with a stable financial foundation, albeit with previous volatility in earnings.

Income Statement

The income statement shows a volatile revenue trajectory with negative revenue in recent years, but a positive turnaround in TTM (Trailing-Twelve-Months). Gross profit margin is negative due to a substantial gross loss. However, there is an improvement in EBIT and net profit margins due to higher EBIT and net income in the TTM, indicating some operational efficiency gains.

Balance Sheet

The balance sheet is strong with zero debt, resulting in a debt-to-equity ratio of zero, which suggests no leverage risk. The equity ratio is high, indicating a strong capital base. The return on equity is variable due to fluctuating net income, but the overall financial stability is maintained through high stockholders' equity.

Cash Flow

The cash flow statement highlights positive free cash flow and operating cash flow, with a significant improvement in operating cash flow in TTM. The free cash flow to net income ratio is strong, indicating effective cash conversion. However, the free cash flow growth rate is modest, reflecting some challenges in capital allocation.

Breakdown
TTM	Sep 2024	Sep 2023	Sep 2022	Sep 2021	Sep 2020
Income Statement		Total Revenue
450.56M	894.46M	-502.72M	-1.16B	3.51B	704.23M
	Gross Profit
450.56M	894.46M	-502.72M	-1.16B	3.51B	704.23M
	EBIT
1.32B	867.80M	-525.50M	-1.19B	3.49B	690.10M
	EBITDA
895.40M	149.78M	-530.04M	-1.19B	3.49B	690.36M
	Net Income Common Stockholders
432.00M	876.20M	-525.50M	-1.19B	3.49B	690.10M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
642.00M	323.90M	190.20M	734.10M	429.90M	245.60M
	Total Assets
5.93B	6.03B	5.27B	5.88B	7.13B	3.70B
	Total Debt
0.00	0.00	0.00	0.00	20.10M	2.40M
	Net Debt
-642.00M	-323.90M	-190.20M	-734.10M	-409.80M	-243.20M
	Total Liabilities
34.90M	6.40M	21.50M	15.40M	10.90M	14.00M
	Stockholders Equity
5.90B	6.02B	5.25B	5.87B	7.12B	3.69B
Cash Flow		Free Cash Flow
113.20M	86.40M	77.50M	113.10M	73.40M	-15.40M
	Operating Cash Flow
113.40M	86.50M	77.60M	113.20M	73.40M	-15.40M
	Investing Cash Flow
406.70M	149.50M	-529.30M	255.00M	167.20M	95.90M
	Financing Cash Flow
-174.10M	-102.40M	-92.20M	-64.00M	-56.30M	-55.00M

Svolder AB Class B Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 59.75
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SE:SVOL.B, the sentiment is Positive. The current price of 59.75 is above the 20-day moving average (MA) of 59.09, above the 50-day MA of 56.33, and above the 200-day MA of 55.86, indicating a bullish trend. The MACD of 0.77 indicates Positive momentum. The RSI at 61.00 is Neutral, neither overbought nor oversold. The STOCH value of 84.26 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SE:SVOL.B.

Svolder AB Class B Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
MCAP	76 Outperform	€6.61B	32.47	16.42%	―	10.18%	-1.08%
RATO.B	72 Outperform	kr13.27B	27.51	4.06%	3.37%	-5.70%	-62.59%
BURE	70 Neutral	€21.65B	186.64	0.27%	0.91%	13.61%	-97.82%
IDUN.B	69 Neutral	kr4.03B	102.16	7.13%	0.28%	2.42%	20.90%
Sector *	64 Neutral	$12.85B	9.81	7.59%	16985.65%	12.30%	-7.71%
SVOL.B	64 Neutral	€6.23B	14.16	7.27%	2.80%	―	―
LINC	57 Neutral	kr4.15B	16.99	5.76%	―	37.32%	-39.07%