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BERNER-B.ST$77.50+0.78%
Fair $77.50+0.0%

BERNER-B.ST

Berner Industrier AB

Industrials / Specialty Industrial MachineryStockholm

$77.50

+0.60 (+0.78%)

Fairly Valued+0.0%Fair Value $77.50Fund rank 36/100 · Data gapFallback financials|
SA 49/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $92.1M · quality 70.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

49/100

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 · BERNER-B.STLocal privado en este navegador · Berner Industrier AB
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

$1.5B

P/E

20.4x

↑

EV/EBITDA

11.4x

↑

ROE

23.0%

↑

Gross Margin

41.9%

↑

Debt/Equity

0.52

↑
52-Week Range$78
$50$118

TradingView lightweight chart

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

Último $77.50Periodo +659.8%
Fair value: $77.50

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

+5.9%

FCF CAGR

+99.7%

FCF margin

9.2%

FCF / Net income

1.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.00B · net income $72.3M · FCF $92.1M

2022-FY → 2025-FY

Gross margin

41.9%+3.5% pts

Operating margin

9.5%+4.9% pts

Net margin

7.2%+4.3% pts

FCF margin

9.2%+7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.00B$1.00B$962.7M$942.8M$842.0M
Net Income$72.3M$72.3M$36.9M$45.4M$24.3M
EBITDA$138.6M$138.6M$93.1M$104.1M$67.7M
EPS3.793.791.962.421.30
Gross Margin41.9%41.9%38.7%40.0%38.4%
Operating Margin9.5%9.5%5.6%6.9%4.6%
Net Margin7.2%7.2%3.8%4.8%2.9%
Balance Sheet
Debt/Equity0.520.520.781.041.22
Current Ratio1.271.27———
Cash Flow
Free Cash Flow$92.1M$92.1M$101.6M$73.5M$11.6M
Returns
ROE23.0%23.0%14.7%19.6%12.1%
Valuation
P/E20.3920.3917.9612.9316.15
EV/EBITDA11.3911.398.397.288.60
P/B4.714.712.642.531.96
Growth & Yield
Revenue Growth3.9%3.9%2.1%12.0%—
EPS Growth93.4%93.4%-19.0%86.2%—
Dividend Yield1.6%1.6%———

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

22.0%

exigente

EPS terminal req.

$6.88

Spread vs growth

71.4%

5Y implied EPS CAGR

17.0%

exigente

EPS terminal req.

$8.32

Spread vs growth

76.3%

10Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$13.40

Spread vs growth

79.9%

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 +53.6%

Total return

+53.6%

Start / end P/E

26.0x → 20.4x

EPS bridge

1.96 → 3.79

Residual

-20.0%

EPS growth+93.4%
Multiple rerating-21.4%
Dividend+1.6%
Residual / FX / buybacks / cross-term-20.0%

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.