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SPOG.OL$72.30-1.90%
Fair $72.30+0.0%

SPOG.OL

Sparebanken Øst

Financial Services / Banks - RegionalOslo

$72.30

-1.40 (-1.90%)

Fairly Valued+0.0%Fair Value $72.30Fund rank 22/100 · Data gapFallback financials|
SA 23/D
F-Score: 5/9
High Debt

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 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

23/100

D

Piotroski

5/9

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. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 4.63, above the 2.0 threshold
Thesis & Journal · SPOG.OLLocal privado en este navegador · Sparebanken Øst
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

$1.5B

P/E

9.0x

↓

EV/EBITDA

N/A

•

ROE

9.8%

↑

Gross Margin

N/A

•

Debt/Equity

4.63

↑
52-Week Range$72
$70$87

TradingView lightweight chart

SPOG.OL price, volumen y niveles de valoración

Último $72.30Periodo +19.8%
Fair value: $72.30

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

+10.8%

FCF CAGR

-66.2%

FCF margin

10.1%

FCF / Net income

0.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $950.1M · net income $494.3M · FCF $95.9M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

52.0%+12.3% pts

FCF margin

10.1%-346.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$950.1M$950.1M$1.04B$916.7M$698.4M
Net Income$494.3M$494.3M$492.9M$411.3M$277.7M
EPS6.826.826.805.673.83
Net Margin52.0%52.0%47.4%44.9%39.8%
Balance Sheet
Debt/Equity4.634.634.754.814.74
Cash Flow
Free Cash Flow$95.9M$95.9M$614.2M$-663.0M$2.49B
Returns
ROE9.8%9.8%9.8%8.4%5.8%
Valuation
P/E9.059.0510.379.1412.48
P/B0.300.300.290.220.21
Growth & Yield
Revenue Growth-8.6%-8.6%13.4%31.3%—
EPS Growth0.3%0.3%19.9%48.0%—
Dividend Yield9.4%9.4%———

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

-2.0%

fácil

EPS terminal req.

$6.42

Spread vs growth

2.3%

5Y implied EPS CAGR

2.6%

fácil

EPS terminal req.

$7.76

Spread vs growth

-2.3%

10Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$12.50

Spread vs growth

-6.0%

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 +8.8%

Total return

+8.8%

Start / end P/E

10.7x → 10.6x

EPS bridge

6.80 → 6.82

Residual

-0.0%

EPS growth+0.3%
Multiple rerating-0.8%
Dividend+9.4%
Residual / FX / buybacks / cross-term-0.0%

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.