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IDUN-B.ST$342.00+1.79%
Fair $342.00+0.0%

IDUN-B.ST

Idun Industrier AB (publ)

Financial Services / Asset ManagementStockholm

$342.00

+6.00 (+1.79%)

Fairly Valued+0.0%Fair Value $342.00Fund rank 30/100 · Data gapFallback financials|
SA 47/C
F-Score: 8/9

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 30.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

47/100

C

Piotroski

8/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · IDUN-B.STLocal privado en este navegador · Idun Industrier 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

$3.9B

P/E

64.4x

↑

EV/EBITDA

12.9x

↓

ROE

8.9%

↑

Gross Margin

38.8%

↓

Debt/Equity

1.63

↑
52-Week Range$342
$285$398

TradingView lightweight chart

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

Último $342.00Periodo +94.3%
Fair value: $342.00

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

+10.9%

FCF CAGR

—

FCF margin

6.7%

FCF / Net income

2.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.30B · net income $54.0M · FCF $153.0M

2022-FY → 2025-FY

Gross margin

38.8%+1.8% pts

Operating margin

8.3%-0.9% pts

Net margin

2.3%+0.2% pts

FCF margin

6.7%+7.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.30B$2.30B$2.19B$2.06B$1.69B
Net Income$54.0M$54.0M$31.0M$28.3M$35.7M
EBITDA$370.0M$370.0M$364.0M$345.1M$288.5M
EPS4.704.702.802.703.40
Gross Margin38.8%38.8%38.3%37.7%36.9%
Operating Margin8.3%8.3%8.4%8.4%9.1%
Net Margin2.3%2.3%1.4%1.4%2.1%
Balance Sheet
Debt/Equity1.631.631.652.342.23
Current Ratio1.881.88———
Cash Flow
Free Cash Flow$153.0M$153.0M$204.0M$202.0M$-11.9M
Returns
ROE8.9%8.9%5.1%6.6%8.5%
Valuation
P/E64.4164.41114.2960.0061.76
EV/EBITDA12.8912.8911.817.109.82
P/B6.476.476.004.045.32
Growth & Yield
Revenue Growth4.8%4.8%6.3%22.4%—
EPS Growth67.9%67.9%3.7%-20.6%—
Dividend Yield0.3%0.3%———

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

86.2%

muy exigente

EPS terminal req.

$30.35

Spread vs growth

-18.4%

5Y implied EPS CAGR

50.9%

muy exigente

EPS terminal req.

$36.72

Spread vs growth

17.0%

10Y implied EPS CAGR

28.8%

muy exigente

EPS terminal req.

$59.14

Spread vs growth

39.0%

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 +0.0%

Total return

+0.0%

Start / end P/E

122.5x → 72.8x

EPS bridge

2.80 → 4.70

Residual

-27.5%

EPS growth+67.9%
Multiple rerating-40.6%
Dividend+0.3%
Residual / FX / buybacks / cross-term-27.5%

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.