StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
JOMA.ST$59.80+0.34%
Fair $59.80+0.0%

JOMA.ST

John Mattson Fastighetsföretagen AB (publ)

Real Estate / Real Estate - DiversifiedStockholm

$59.80

+0.20 (+0.34%)

Fairly Valued+0.0%Fair Value $59.80Fund rank 28/100 · Data gapFallback financials|
SA 32/D
F-Score: 4/9

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 17.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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: 0unknown: 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.
Thesis & Journal · JOMA.STLocal privado en este navegador · John Mattson Fastighetsföretagen 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

$4.5B

P/E

10.9x

↓

EV/EBITDA

15.9x

↑

ROE

6.2%

↑

Gross Margin

89.2%

↑

Debt/Equity

1.13

↑
52-Week Range$60
$56$73

TradingView lightweight chart

JOMA.ST price, volumen y niveles de valoración

Último $59.80Periodo -24.6%
Fair value: $59.80

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

+2.7%

FCF CAGR

—

FCF margin

33.9%

FCF / Net income

0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $673.0M · net income $394.8M · FCF $228.3M

2022-FY → 2025-FY

Gross margin

89.2%+5.6% pts

Operating margin

64.5%+9.9% pts

Net margin

58.7%+38.7% pts

FCF margin

33.9%+35.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$673.0M$673.0M$642.7M$610.3M$621.0M
Net Income$394.8M$394.8M$429.0M$-1.26B$123.7M
EBITDA$733.7M$733.7M$806.8M$-1.14B$380.4M
EPS5.225.225.66-31.753.30
Gross Margin89.2%89.2%89.3%89.3%83.6%
Operating Margin64.5%64.5%63.7%63.3%54.6%
Net Margin58.7%58.7%66.7%-205.8%19.9%
Balance Sheet
Debt/Equity1.131.131.201.371.67
Current Ratio0.100.10———
Cash Flow
Free Cash Flow$228.3M$228.3M$175.3M$141.2M$-10.0M
Returns
ROE6.2%6.2%7.1%-22.8%2.2%
Valuation
P/E10.9110.9110.78—21.36
EV/EBITDA15.8615.8614.59—31.20
P/B0.710.710.770.400.48
Growth & Yield
Revenue Growth4.7%4.7%5.3%-1.7%—
EPS Growth-7.8%-7.8%117.8%-1062.1%—
Dividend Yield0.4%0.4%———

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

0.5%

fácil

EPS terminal req.

$5.31

Spread vs growth

-8.3%

5Y implied EPS CAGR

4.2%

fácil

EPS terminal req.

$6.42

Spread vs growth

-12.0%

10Y implied EPS CAGR

7.1%

razonable

EPS terminal req.

$10.34

Spread vs growth

-14.8%

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 -2.5%

Total return

-2.5%

Start / end P/E

10.9x → 11.5x

EPS bridge

5.66 → 5.22

Residual

-0.4%

EPS growth-7.8%
Multiple rerating+5.3%
Dividend+0.4%
Residual / FX / buybacks / cross-term-0.4%

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.