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v0.1
SBO.OL$34.30-1.58%
Fair $34.30+0.0%

SBO.OL

Selvaag Bolig ASA

Real Estate / Real Estate - DevelopmentOslo

$34.30

-0.55 (-1.58%)

Fairly Valued+0.0%Fair Value $34.30Fund rank 23/100 · Data gapFallback financials|
SA 21/D
F-Score: 1/9
Margin Compression

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 36.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

21/100

D

Piotroski

1/9

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. 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · SBO.OLLocal privado en este navegador · Selvaag Bolig ASA
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

$3.2B

P/E

23.8x

↑

EV/EBITDA

39.2x

↑

ROE

5.5%

↑

Gross Margin

12.1%

↓

Debt/Equity

1.28

↑
52-Week Range$34
$32$38

TradingView lightweight chart

SBO.OL price, volumen y niveles de valoración

Último $34.30Periodo +80.5%
Fair value: $34.30

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

-10.4%

FCF CAGR

—

FCF margin

-62.9%

FCF / Net income

-9.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.09B · net income $133.0M · FCF $-1.31B

2022-FY → 2025-FY

Gross margin

12.1%-6.3% pts

Operating margin

2.8%-8.9% pts

Net margin

6.4%-5.3% pts

FCF margin

-62.9%-65.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.09B$2.09B$1.97B$3.25B$2.90B
Net Income$133.0M$133.0M$176.9M$244.6M$338.8M
EBITDA$153.7M$153.7M$233.2M$337.3M$446.7M
EPS1.421.421.902.623.63
Gross Margin12.1%12.1%16.9%15.8%18.4%
Operating Margin2.8%2.8%6.4%9.7%11.6%
Net Margin6.4%6.4%9.0%7.5%11.7%
Balance Sheet
Debt/Equity1.281.280.690.621.07
Current Ratio1.861.86———
Cash Flow
Free Cash Flow$-1.31B$-1.31B$82.6M$1.19B$61.1M
Returns
ROE5.5%5.5%7.4%10.6%14.5%
Valuation
P/E23.8223.8219.2612.988.29
EV/EBITDA39.2139.2120.1112.8610.52
P/B1.341.341.441.381.20
Growth & Yield
Revenue Growth5.9%5.9%-39.4%12.4%—
EPS Growth-25.3%-25.3%-27.5%-27.8%—
Dividend Yield2.9%2.9%———

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

28.9%

muy exigente

EPS terminal req.

$3.04

Spread vs growth

-54.2%

5Y implied EPS CAGR

21.0%

exigente

EPS terminal req.

$3.68

Spread vs growth

-46.3%

10Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$5.93

Spread vs growth

-40.6%

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

18.6x → 24.2x

EPS bridge

1.90 → 1.42

Residual

-7.6%

EPS growth-25.3%
Multiple rerating+30.0%
Dividend+2.9%
Residual / FX / buybacks / cross-term-7.6%

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.