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
Flat results in Dec 25
- INTEREST(9M) At SEK 2 MM has Grown at inf%
- ROCE(HY) Lowest at 36.63%
3
With ROE of 36.59%, it has a very attractive valuation with a 7.61 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 -3.19%, its profits have risen by 16% ; the PEG ratio of the company is 1.3
4
Underperformed the market in the last 1 year
- Even though the market (OMX Stockholm 30) has generated returns of 25.50% in the last 1 year, the stock has hugely underperformed and has generate negative returns of -3.19% returns
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, Medium Return
Absolute
Risk Adjusted
Volatility
Avanza Bank Holding AB
-2.18%
0.76
28.38%
OMX Stockholm 30
25.5%
1.59
16.08%
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
14.00%
Dividend Payout Ratio
76.93%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
1,879.21%
ROE (avg)
37.95%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
21
Industry P/E
Price to Book Value
7.61
EV to EBIT
13.37
EV to EBITDA
12.96
EV to Capital Employed
-6.95
EV to Sales
7.19
PEG Ratio
1.33
Dividend Yield
3.40%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
36.59%
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 Trend7What is working for the Company
OPERATING CASH FLOW(Y)
Highest at SEK 31,722 MM
RAW MATERIAL COST(Y)
Fallen by -4.57% (YoY
CASH AND EQV(HY)
Highest at SEK 25,298 MM
DIVIDEND PER SHARE(HY)
Highest at SEK 0
NET SALES(Q)
Highest at SEK 1,462 MM
-6What is not working for the Company
INTEREST(9M)
At SEK 2 MM has Grown at inf%
ROCE(HY)
Lowest at 36.63%
Here's what is working for Avanza Bank Holding AB
Operating Cash Flow
Highest at SEK 31,722 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (SEK MM)
Net Sales
Highest at SEK 1,462 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (SEK MM)
Cash and Eqv
Highest at SEK 25,298 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
Dividend per share
Highest at SEK 0
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (SEK)
Raw Material Cost
Fallen by -4.57% (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
Interest
At SEK 2 MM has Grown at inf%
over previous Semi-Annual periodMOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (SEK MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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