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ARJO-B.ST$23.98+0.42%
Fair $23.98+0.0%

ARJO-B.ST

Arjo AB (publ)

Healthcare / Medical DistributionStockholm

$23.98

+0.10 (+0.42%)

Fairly Valued+0.0%Fair Value $23.98Fund rank 32/100 · Data gapFallback financials|
SA 32/D
F-Score: 4/9
Low Profitability

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $838.0M · quality 59.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

32/100

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: 1unknown: 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. ROE is 4.5%, below the 5% threshold
Thesis & Journal · ARJO-B.STLocal privado en este navegador · Arjo 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

$6.5B

P/E

18.6x

↓

EV/EBITDA

3694.7x

↑

ROE

4.5%

↑

Gross Margin

42.6%

↓

Debt/Equity

0.72

↑
52-Week Range$24
$24$37

TradingView lightweight chart

ARJO-B.ST price, volumen y niveles de valoración

Último $23.98Periodo -2.6%
Fair value: $23.98

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

+3.3%

FCF CAGR

+256.8%

FCF margin

6.6%

FCF / Net income

2.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.00B · net income $334.0M · FCF $727.0M

2022-FY → 2025-FY

Gross margin

42.6%+0.7% pts

Operating margin

7.6%-0.4% pts

Net margin

3.0%-1.5% pts

FCF margin

6.6%+6.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.00B$11.00B$11.29B$10.98B$9.98B
Net Income$334.0M$334.0M$498.0M$480.0M$449.0M
EBITDA$1.77B$1.77B$2.01B$1.96B$1.70B
EPS1.231.231.831.761.65
Gross Margin42.6%42.6%43.4%43.1%41.9%
Operating Margin7.6%7.6%9.1%9.0%8.0%
Net Margin3.0%3.0%4.4%4.4%4.5%
Balance Sheet
Debt/Equity0.720.720.650.720.85
Current Ratio1.081.08———
Cash Flow
Free Cash Flow$727.0M$727.0M$838.0M$1.38B$16.0M
Returns
ROE4.5%4.5%6.0%6.3%6.0%
Valuation
P/E18.5918.5919.8422.2623.90
EV/EBITDA3694.713694.717.167.779.48
P/B875.88875.881.191.411.45
Growth & Yield
Revenue Growth-2.6%-2.6%2.8%10.0%—
EPS Growth-32.8%-32.8%4.0%6.7%—
Dividend Yield4.0%4.0%———

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

20.0%

exigente

EPS terminal req.

$2.13

Spread vs growth

-52.8%

5Y implied EPS CAGR

15.9%

exigente

EPS terminal req.

$2.57

Spread vs growth

-48.7%

10Y implied EPS CAGR

12.9%

razonable

EPS terminal req.

$4.15

Spread vs growth

-45.7%

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 -14.8%

Total return

-14.8%

Start / end P/E

16.1x → 19.5x

EPS bridge

1.83 → 1.23

Residual

-6.8%

EPS growth-32.8%
Multiple rerating+20.9%
Dividend+4.0%
Residual / FX / buybacks / cross-term-6.8%

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.