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v0.1
AKVA.OL$116.00-0.85%
Fair $116.00+0.0%

AKVA.OL

AKVA group ASA

Industrials / Farm & Heavy Construction MachineryOslo

$116.00

-1.00 (-0.85%)

Fairly Valued+0.0%Fair Value $116.00Fund rank 23/100 · Data gapFallback financials|
SA 45/C
F-Score: 7/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 17%

FCF escenarios

weak_data · normalized FCF $36.9M · quality 33.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

45/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · AKVA.OLLocal privado en este navegador · AKVA group ASA
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

$4.2B

P/E

21.3x

↑

EV/EBITDA

10.4x

↑

ROE

13.4%

↑

Gross Margin

42.6%

↑

Debt/Equity

1.10

↑
52-Week Range$116
$70$139

TradingView lightweight chart

AKVA.OL price, volumen y niveles de valoración

Último $116.00Periodo +270.0%
Fair value: $116.00

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

+9.6%

FCF CAGR

+77.7%

FCF margin

6.9%

FCF / Net income

1.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.38B · net income $184.4M · FCF $300.1M

2022-FY → 2025-FY

Gross margin

42.6%+6.0% pts

Operating margin

5.7%+7.9% pts

Net margin

4.2%+8.2% pts

FCF margin

6.9%+5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.38B$4.38B$3.52B$3.41B$3.32B
Net Income$184.4M$184.4M$130.2M$-17.8M$-131.2M
EBITDA$530.7M$530.7M$425.9M$261.7M$119.0M
EPS5.075.073.58-0.49-3.61
Gross Margin42.6%42.6%45.0%41.5%36.6%
Operating Margin5.7%5.7%4.9%1.5%-2.2%
Net Margin4.2%4.2%3.7%-0.5%-4.0%
Balance Sheet
Debt/Equity1.101.101.241.251.13
Current Ratio1.211.21———
Cash Flow
Free Cash Flow$300.1M$300.1M$-37.1M$36.9M$53.5M
Returns
ROE13.4%13.4%10.0%-1.6%-11.5%
Valuation
P/E21.3221.3219.44——
EV/EBITDA10.4210.429.3712.9424.89
P/B3.063.061.941.911.70
Growth & Yield
Revenue Growth24.4%24.4%3.0%2.9%—
EPS Growth41.6%41.6%830.6%86.4%—
Dividend Yield1.7%1.7%———

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

26.6%

muy exigente

EPS terminal req.

$10.29

Spread vs growth

15.0%

5Y implied EPS CAGR

19.7%

exigente

EPS terminal req.

$12.45

Spread vs growth

21.9%

10Y implied EPS CAGR

14.7%

razonable

EPS terminal req.

$20.06

Spread vs growth

26.9%

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 +60.6%

Total return

+60.6%

Start / end P/E

20.4x → 22.9x

EPS bridge

3.58 → 5.07

Residual

+5.1%

EPS growth+41.6%
Multiple rerating+12.2%
Dividend+1.7%
Residual / FX / buybacks / cross-term+5.1%

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.