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AGROUP.ST$40.00-2.44%
Fair $40.00+0.0%

AGROUP.ST

Arlandastad Group AB (publ)

Real Estate / Real Estate - DevelopmentStockholm

$40.00

-1.00 (-2.44%)

Fairly Valued+0.0%Fair Value $40.00Fund rank 29/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
Declining RevenueLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 1.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

34/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Revenue has declined for 2 consecutive years ROE is 2.8%, below the 5% threshold
Thesis & Journal · AGROUP.STLocal privado en este navegador · Arlandastad Group AB (publ)
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$2.5B

P/E

17.4x

↑

EV/EBITDA

13.1x

↓

ROE

2.8%

↓

Gross Margin

10.1%

↓

Debt/Equity

0.37

↓
52-Week Range$40
$24$50

TradingView lightweight chart

AGROUP.ST price, volumen y niveles de valoración

Último $40.00Periodo -43.2%
Fair value: $40.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+3.5%

FCF CAGR

—

FCF margin

-40.6%

FCF / Net income

-1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $328.3M · net income $126.4M · FCF $-133.2M

2022-FY → 2025-FY

Gross margin

10.1%-13.1% pts

Operating margin

3.8%+8.8% pts

Net margin

38.5%-127.1% pts

FCF margin

-40.6%-1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$328.3M$328.3M$338.6M$419.2M$295.9M
Net Income$126.4M$126.4M$-93.1M$-136.6M$490.1M
EBITDA$298.1M$298.1M$59.0M$27.8M$497.6M
EPS2.102.10-1.40-2.007.70
Gross Margin10.1%10.1%8.4%21.7%23.1%
Operating Margin3.8%3.8%-13.4%-3.5%-5.1%
Net Margin38.5%38.5%-27.5%-32.6%165.6%
Balance Sheet
Debt/Equity0.370.370.360.360.36
Current Ratio0.840.84———
Cash Flow
Free Cash Flow$-133.2M$-133.2M$-113.1M$-106.7M$-115.0M
Returns
ROE2.8%2.8%-2.1%-3.0%10.5%
Valuation
P/E17.3917.39——5.97
EV/EBITDA13.0913.0956.31124.378.44
P/B0.530.530.430.460.63
Growth & Yield
Revenue Growth-3.0%-3.0%-19.2%41.7%—
EPS Growth250.0%250.0%30.0%-126.0%—
Dividend Yield3.7%3.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

19.1%

exigente

EPS terminal req.

$3.55

Spread vs growth

230.9%

5Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$4.29

Spread vs growth

234.6%

10Y implied EPS CAGR

12.7%

razonable

EPS terminal req.

$6.92

Spread vs growth

237.3%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +53.5%

Total return

+53.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.40 → 2.10

Residual

+49.8%

EPS growthn/d
Multiple reratingn/d
Dividend+3.7%
Residual / FX / buybacks / cross-term+49.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.