ScoreWhy is Fastighets AB Balder ?
1
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 7.38%
- Poor long term growth as Operating profit has grown by an annual rate of 11.32%
2
The company has declared positive results in Dec'2024 after 2 consecutive negative quarters
- INTEREST COVERAGE RATIO(Q) Highest at 219.9
- NET PROFIT(HY) At SEK 3,109.75 MM has Grown at 45.32%
- ROCE(HY) Highest at 7.43%
3
With ROE of 4.42%, it has a fair valuation with a 0.95 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 -20.00%, its profits have risen by 160% ; the PEG ratio of the company is 0.1
4
Underperformed the market in the last 1 year
- Even though the market (OMX Stockholm 30) has generated returns of 8.01% in the last 1 year, the stock has hugely underperformed and has generate negative returns of -20.00% returns
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Fastighets AB Balder should be less than 10%
- Overall Portfolio exposure to Realty should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Realty)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Fastighets AB Balder for you?
Medium Risk, Low Return
Absolute
Risk Adjusted
Volatility
Fastighets AB Balder
-20.0%
-0.10
28.81%
OMX Stockholm 30
8.01%
0.44
18.11%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
11.10%
EBIT Growth (5y)
11.32%
EBIT to Interest (avg)
2.96
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
36.38%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
0.05%
ROCE (avg)
10.48%
ROE (avg)
7.38%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
21
Industry P/E
Price to Book Value
0.95
EV to EBIT
10.09
EV to EBITDA
9.98
EV to Capital Employed
0.95
EV to Sales
6.68
PEG Ratio
0.14
Dividend Yield
NA
ROCE (Latest)
9.37%
ROE (Latest)
4.42%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Bearish
Moving Averages
Mildly Bullish (Daily)
KST
Bullish
Bearish
Dow Theory
Mildly Bearish
Mildly Bullish
OBV
Mildly Bullish
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend11What is working for the Company
INTEREST COVERAGE RATIO(Q)
Highest at 219.9
NET PROFIT(HY)
At SEK 3,109.75 MM has Grown at 45.32%
ROCE(HY)
Highest at 7.43%
RAW MATERIAL COST(Y)
Fallen by -26.96% (YoY
DEBT-EQUITY RATIO
(HY)
Lowest at 148.25 %
DEBTORS TURNOVER RATIO(HY)
Highest at 2.71%
PRE-TAX PROFIT(Q)
Highest at SEK 1,321 MM
-4What is not working for the Company
NET PROFIT(9M)
At SEK 3,783.33 MM has Grown at -41.61%
Here's what is working for Fastighets AB Balder
Interest Coverage Ratio
Highest at 219.9 and Grown
In each period in the last five periodsMOJO Watch
The company's ability to manage interest payments is improving
Operating Profit to Interest
Net Profit
At SEK 3,109.75 MM has Grown at 45.32%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is positive
Net Profit (SEK MM)
Pre-Tax Profit
Highest at SEK 1,321 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (SEK MM)
Debt-Equity Ratio
Lowest at 148.25 %
in the last five Semi-Annual periodsMOJO Watch
The company has been reducing its borrowing as compared to equity capital
Debt-Equity Ratio
Debtors Turnover Ratio
Highest at 2.71%
in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its Debtors faster
Debtors Turnover Ratio
Raw Material Cost
Fallen by -26.96% (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
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
GET THE MARKETSMOJO APP
Company
Stocks
Portfolio
"Investment in securities markets are subject to market risk. Read all the related documents carefully before investing."
