Fastighets AB Balder (BALD B) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Wallenstam AB

Fabege AB

Catena AB

Pandox AB

Fastighets AB Balder

Hufvudstaden AB

Atrium Ljungberg AB

Sagax AB

Castellum AB

Wihlborgs Fastigheter AB

Hemnet Group AB

Why is Fastighets AB Balder ?

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 10.56%

Flat results in Jun 26

OPERATING CASH FLOW(Y) Lowest at SEK 4,568 MM
PRE-TAX PROFIT(Q) Lowest at SEK 888 MM
RAW MATERIAL COST(Y) Grown by 6.28% (YoY)

With ROE of 8.06%, it has a attractive valuation with a 0.65 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 -16.07%, its profits have risen by 93% ; the PEG ratio of the company is 0.1

Below par performance in long term as well as near term

Along with generating -16.07% returns in the last 1 year, the stock has also underperformed OMX Stockholm 30 in the last 3 years, 1 year and 3 months

Real-Time Research Report

Verdict Report

How 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

-16.07%

-0.83

26.03%

OMX Stockholm 30

27.7%

1.79

15.50%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

11.00%

EBIT Growth (5y)

10.56%

EBIT to Interest (avg)

2.59

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

19.64%

Dividend Payout Ratio

Pledged Shares

Institutional Holding

0.05%

ROCE (avg)

10.75%

ROE (avg)

7.38%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

0.65

EV to EBIT

6.80

EV to EBITDA

6.73

EV to Capital Employed

0.65

EV to Sales

4.54

PEG Ratio

0.09

Dividend Yield

ROCE (Latest)

9.49%

ROE (Latest)

8.06%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

RSI

No Signal

Bullish

Bollinger Bands

Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Dow Theory

Mildly Bearish

OBV

Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

5What is working for the Company

NET SALES(Q)

Highest at SEK 3,572 MM

INTEREST COVERAGE RATIO(Q)

The company hardly has any interest cost

RAW MATERIAL COST(Y)

Fallen by 0.11% (YoY

-20What is not working for the Company

OPERATING CASH FLOW(Y)

Lowest at SEK 4,568 MM

PRE-TAX PROFIT(Q)

Lowest at SEK 888 MM

RAW MATERIAL COST(Y)

Grown by 6.28% (YoY

DEBT-EQUITY RATIO (HY)

Highest at 157.83 %

NET PROFIT(Q)

Lowest at SEK 950.67 MM

EPS(Q)

Lowest at SEK 0.58

Here's what is working for Fastighets AB Balder

Net Sales

Highest at SEK 3,572 MM and Grown

In each period in the last five periods

MOJO Watch

Near term sales trend is very positive

Net Sales (SEK MM)

Raw Material Cost

Fallen by 0.11% (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 Fastighets AB Balder

Net Profit

At SEK 0 MM has Fallen at -100%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (SEK MM)

Pre-Tax Profit

Lowest at SEK 888 MM and Fallen

In each period in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (SEK MM)

Pre-Tax Profit

At SEK 888 MM has Fallen at -32.78%

Year on Year (YoY)

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (SEK MM)

Operating Cash Flow

Lowest at SEK 4,568 MM

in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (SEK MM)

Net Profit

Lowest at SEK 950.67 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is negative

Net Profit (SEK MM)

Net Profit

Fallen at -30.17%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is negative

Net Profit (SEK MM)

EPS

Lowest at SEK 0.58

in the last five periods

MOJO Watch

Declining profitability; company has created lower earnings for shareholders

EPS (SEK)

Debt-Equity Ratio

Highest at 157.83 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio

Raw Material Cost

Grown by 6.28% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin

Raw Material Cost as a percentage of Sales