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NCAB.ST$82.00+1.49%
Fair $82.00+0.0%

NCAB.ST

NCAB Group AB (publ)

Technology / Electronic ComponentsStockholm

$82.00

+1.20 (+1.49%)

Fairly Valued+0.0%Fair Value $82.00Fund rank 34/100 · Data gapFallback financials|
SA 46/C
F-Score: 3/9

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 $349.1M · quality 70.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

46/100

C

Piotroski

3/9

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 · NCAB.STLocal privado en este navegador · NCAB Group 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

$15.3B

P/E

67.2x

↑

EV/EBITDA

36.8x

↑

ROE

14.3%

↑

Gross Margin

35.0%

↑

Debt/Equity

0.80

↑
52-Week Range$82
$38$84

TradingView lightweight chart

NCAB.ST price, volumen y niveles de valoración

Último $81.90Periodo +984.8%
Fair value: $82.00

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

-5.7%

FCF CAGR

-18.9%

FCF margin

7.5%

FCF / Net income

1.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.74B · net income $206.0M · FCF $280.5M

2022-FY → 2025-FY

Gross margin

35.0%+3.3% pts

Operating margin

8.9%-4.1% pts

Net margin

5.5%-3.8% pts

FCF margin

7.5%-4.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.74B$3.74B$3.61B$4.09B$4.46B
Net Income$206.0M$206.0M$254.7M$403.7M$417.0M
EBITDA$439.6M$439.6M$517.3M$692.5M$651.7M
EPS1.101.101.362.152.23
Gross Margin35.0%35.0%36.9%35.7%31.7%
Operating Margin8.9%8.9%10.6%14.0%13.0%
Net Margin5.5%5.5%7.0%9.9%9.4%
Balance Sheet
Debt/Equity0.800.800.740.800.77
Current Ratio1.831.83———
Cash Flow
Free Cash Flow$280.5M$280.5M$349.1M$647.7M$525.3M
Returns
ROE14.3%14.3%17.6%30.2%34.9%
Valuation
P/E67.2167.2146.8430.9330.38
EV/EBITDA36.8036.8024.5618.8720.34
P/B10.6710.678.249.3410.61
Growth & Yield
Revenue Growth3.6%3.6%-11.6%-8.3%—
EPS Growth-19.1%-19.1%-36.7%-3.6%—
Dividend Yield1.3%1.3%———

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

87.7%

muy exigente

EPS terminal req.

$7.28

Spread vs growth

-106.8%

5Y implied EPS CAGR

51.6%

muy exigente

EPS terminal req.

$8.80

Spread vs growth

-70.7%

10Y implied EPS CAGR

29.1%

muy exigente

EPS terminal req.

$14.18

Spread vs growth

-48.2%

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 +91.9%

Total return

+91.9%

Start / end P/E

31.6x → 74.5x

EPS bridge

1.36 → 1.10

Residual

-25.9%

EPS growth-19.1%
Multiple rerating+135.6%
Dividend+1.3%
Residual / FX / buybacks / cross-term-25.9%

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.