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Verisure Plc (SE:VSURE)
:VSURE
Sweden Market
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Verisure Plc (VSURE) AI Stock Analysis

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SE:VSURE

Verisure Plc

(VSURE)

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Neutral 51 (OpenAI - 5.2)
Rating:51Neutral
Price Target:
€10.50
â–¼(-2.05% Downside)
Action:N/A
Date:06/25/26
The score is primarily supported by solid financial performance (steady revenue growth, strong core profitability, and robust operating cash flow). It is held back by weak technical signals (below key moving averages with negative MACD) and a negative P/E driven by persistent net losses.
Positive Factors
Recurring subscription model
A subscription-led model creates durable, predictable recurring revenue from monitoring and service fees. Over time, high retention and upsell of devices raise lifetime value, smoothing revenue volatility and enabling capital allocation toward customer acquisition and networked service improvements.
Negative Factors
Persistent net losses and negative ROE
Ongoing net losses and negative return on equity indicate the company has not yet translated operating strength into shareholder returns. If losses persist, capital efficiency and investor returns remain compromised, limiting ability to sustainably fund growth from internal equity.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring subscription model
A subscription-led model creates durable, predictable recurring revenue from monitoring and service fees. Over time, high retention and upsell of devices raise lifetime value, smoothing revenue volatility and enabling capital allocation toward customer acquisition and networked service improvements.
Read all positive factors

Verisure Plc (VSURE) vs. iShares MSCI Sweden ETF (EWD)

Verisure Plc Business Overview & Revenue Model

Company Description
Verisure plc specializes in comprehensive security solutions, serving both residential and small business clients across Europe and Latin America. Their extensive offerings encompass expert system installation, continuous 24/7 monitoring, professi...
How the Company Makes Money
Verisure’s business model is primarily subscription-led. The company typically generates recurring revenue from monthly/annual fees for professional alarm monitoring and associated services (e.g., 24/7 monitoring, response handling, and ongoing se...

Verisure Plc Financial Statement Overview

Summary
Revenue is steadily growing and core operating profitability is strong (healthy EBITDA margins), supported by solid and improving operating cash flow with consistently positive free cash flow. The key constraint is persistent net losses and negative ROE, which cap overall financial quality despite improved leverage.
Income Statement
52
Neutral
Balance Sheet
57
Neutral
Cash Flow
64
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022
Income Statement
Total Revenue3.83B3.75B3.41B3.09B2.83B
Gross Profit1.87B1.81B921.17M805.33M680.10M
EBITDA1.54B1.27B1.39B1.13B1.03B
Net Income-146.29M-255.90M-184.91M-277.95M-237.46M
Balance Sheet
Total Assets16.36B16.28B16.05B16.19B16.34B
Cash, Cash Equivalents and Short-Term Investments32.40M30.00M30.14M21.40M43.73M
Total Debt0.005.32B7.94B7.75B7.62B
Total Liabilities7.48B7.51B10.18B10.00B9.82B
Stockholders Equity8.88B8.76B5.87B6.19B6.52B
Cash Flow
Free Cash Flow380.37M335.10M387.45M367.50M156.43M
Operating Cash Flow1.15B1.32B865.69M832.62M596.86M
Investing Cash Flow-1.20B-1.20B-918.79M-884.00M-841.01M
Financing Cash Flow56.55M-114.60M62.94M30.23M263.63M

Verisure Plc Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
* Industrials Sector Average
Performance Comparison

Verisure Plc Corporate Events

Verisure Delivers Strong Q1 2026 Growth and Cash Flow on Expanding Security Portfolio
May 6, 2026
Verisure Plc, a global leader in professionally monitored security systems, reported strong first-quarter 2026 results underpinned by its 6.3 million-customer subscription portfolio. The company continues to benefit from low category penetration o...
Verisure posts strong Q1 2026, tightens global lead in monitored security
May 5, 2026
Verisure reported a strong start to 2026, underscoring its position as the world’s largest professionally monitored security provider with a customer base of about 6.3 million and low category penetration of roughly 4% in its markets. The gr...
Verisure Shareholders Back All Proposals at 2026 AGM, Expanding Capital Flexibility
Apr 23, 2026
Verisure plc’s 2026 annual general meeting saw shareholders back all proposals from the board and nomination committee, including approval of the 2025 annual and remuneration reports, reappointment of PricewaterhouseCoopers as auditor and wi...
Verisure Posts Another Year of Strong Growth as It Debuts on Nasdaq Stockholm
Mar 27, 2026
Verisure plc, the UK-incorporated global leader in professionally monitored security services, has built a dominant position across Europe and Latin America, claiming clear number-one status in 14 of its 18 markets and operating at roughly six tim...
Verisure Debuts as Public Parent Company With 2025 Annual Report
Mar 27, 2026
Verisure plc, a top global provider of professionally monitored security services for households and small businesses, formally became the ultimate parent company of the Verisure Group in 2025 and is registered in England and Wales. The company, w...
Verisure Highlights Strong 2025 Performance and Nasdaq Debut in New Annual Report
Mar 27, 2026
Verisure plc has published its 2025 annual report, highlighting another year of strong financial, operational, and sustainability performance as it cements its position as the global leader in professionally monitored security services. The group ...
Verisure Sets April 2026 AGM in Stockholm, Outlines Cross-Border Voting Rules
Mar 27, 2026
Verisure plc has convened its Annual General Meeting for 23 April 2026 at the Grand Hôtel in Stockholm, detailing procedural rules under UK and Swedish governance frameworks and offering simultaneous Swedish–English translation. The com...
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: Jun 25, 2026