ScoreWhy is Avanza Bank Holding AB ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 37.95%
- Healthy long term growth as Net Sales has grown by an annual rate of 15.90%
2
With a growth in Net Sales of 5.93%, the company declared Very Positive results in Jun 26
- NET SALES(Q) Highest at SEK 1,715 MM
- INTEREST COVERAGE RATIO(Q) Highest at 95,400
- RAW MATERIAL COST(Y) Fallen by -0.87% (YoY)
3
With ROE of 33.25%, it has a expensive valuation with a 6.67 Price to Book Value
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 11.41%, its profits have risen by 16% ; the PEG ratio of the company is 1.3
4
Underperformed the market in the last 1 year
- The stock has generated a return of 11.41% in the last 1 year, much lower than market (OMX Stockholm 30) returns of 27.70%
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Avanza Bank Holding AB should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Avanza Bank Holding AB for you?
Medium Risk, High Return
Absolute
Risk Adjusted
Volatility
Avanza Bank Holding AB
11.41%
1.79
27.55%
OMX Stockholm 30
27.7%
1.79
15.50%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
15.90%
EBIT Growth (5y)
13.71%
EBIT to Interest (avg)
100.00
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
14.52%
Dividend Payout Ratio
76.93%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
2,772.31%
ROE (avg)
37.95%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
20
Industry P/E
Price to Book Value
6.67
EV to EBIT
15.73
EV to EBITDA
15.25
EV to Capital Employed
12.15
EV to Sales
8.46
PEG Ratio
1.28
Dividend Yield
3.83%
ROCE (Latest)
77.27%
ROE (Latest)
33.25%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Mildly Bullish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bullish
No Trend
OBV
No Trend
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend8What is working for the Company
NET SALES(Q)
Highest at SEK 1,715 MM
INTEREST COVERAGE RATIO(Q)
Highest at 95,400
RAW MATERIAL COST(Y)
Fallen by -0.87% (YoY
PRE-TAX PROFIT(Q)
Highest at SEK 928 MM
NET PROFIT(Q)
Highest at SEK 785 MM
EPS(Q)
Highest at SEK 4.96
-3What is not working for the Company
OPERATING CASH FLOW(Y)
Lowest at SEK -13,832 MM
DEBT-EQUITY RATIO
(HY)
Highest at -22.3 %
Here's what is working for Avanza Bank Holding AB
Net Sales
Highest at SEK 1,715 MM and Grown
In each period in the last five periodsMOJO Watch
Near term sales trend is very positive
Net Sales (SEK MM)
Interest Coverage Ratio
Highest at 95,400
in the last five periodsMOJO Watch
The company's ability to manage interest payments is improving
Operating Profit to Interest
Pre-Tax Profit
Highest at SEK 928 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (SEK MM)
Net Profit
Highest at SEK 785 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (SEK MM)
EPS
Highest at SEK 4.96
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (SEK)
Raw Material Cost
Fallen by -0.87% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Avanza Bank Holding AB
Operating Cash Flow
Lowest at SEK -13,832 MM
in the last three yearsMOJO Watch
The company's cash revenues from business operations are falling
Operating Cash Flows (SEK MM)
Debt-Equity Ratio
Highest at -22.3 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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