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SECU-B.ST$151.50+1.31%
Fair $151.50+0.0%

SECU-B.ST

Securitas AB (publ)

Industrials / Security & Protection ServicesStockholm

$151.50

+2.00 (+1.31%)

Fairly Valued+0.0%Fair Value $151.50Fund rank 35/100 · Data gapFallback financials|
SA 46/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 $5.7B · quality 72.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

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 · SECU-B.STLocal privado en este navegador · Securitas 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

$90.8B

P/E

16.0x

↓

EV/EBITDA

8.9x

↓

ROE

13.1%

↑

Gross Margin

21.4%

↓

Debt/Equity

1.01

↑
52-Week Range$152
$136$172

TradingView lightweight chart

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

Último $154.20Periodo -2.4%
Fair value: $151.50

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

+5.2%

FCF CAGR

+29.1%

FCF margin

4.6%

FCF / Net income

1.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $155.11B · net income $5.12B · FCF $7.18B

2022-FY → 2025-FY

Gross margin

21.4%+1.8% pts

Operating margin

7.0%+1.3% pts

Net margin

3.3%+0.1% pts

FCF margin

4.6%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$155.11B$155.11B$161.92B$157.25B$133.24B
Net Income$5.12B$5.12B$5.16B$1.28B$4.31B
EBITDA$13.42B$13.42B$14.05B$9.51B$10.19B
EPS8.938.939.012.249.20
Gross Margin21.4%21.4%21.0%20.4%19.6%
Operating Margin7.0%7.0%6.5%6.1%5.7%
Net Margin3.3%3.3%3.2%0.8%3.2%
Balance Sheet
Debt/Equity1.011.011.081.271.30
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$7.18B$7.18B$5.66B$4.90B$3.34B
Returns
ROE13.1%13.1%12.1%3.5%11.8%
Valuation
P/E16.0516.0515.0843.089.98
EV/EBITDA8.878.878.299.888.23
P/B2.222.221.821.511.18
Growth & Yield
Revenue Growth-4.2%-4.2%3.0%18.0%—
EPS Growth-0.9%-0.9%302.2%-75.7%—
Dividend Yield3.4%3.4%———

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

14.6%

razonable

EPS terminal req.

$13.44

Spread vs growth

-15.5%

5Y implied EPS CAGR

12.7%

razonable

EPS terminal req.

$16.27

Spread vs growth

-13.6%

10Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$26.20

Spread vs growth

-12.3%

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 +10.4%

Total return

+10.4%

Start / end P/E

16.0x → 17.3x

EPS bridge

9.01 → 8.93

Residual

-0.1%

EPS growth-0.9%
Multiple rerating+7.9%
Dividend+3.4%
Residual / FX / buybacks / cross-term-0.1%

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.