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VBG-B.ST$319.50-2.82%
Fair $319.50+0.0%

VBG-B.ST

VBG Group AB (publ)

Consumer Cyclical / Auto PartsStockholm

$319.50

-9.50 (-2.82%)

Fairly Valued+0.0%Fair Value $319.50Fund rank 31/100 · Data gapFallback financials|
SA 52/C
F-Score: 3/9
Declining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $214.2M · quality 60.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

52/100

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: 1unknown: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · VBG-B.STLocal privado en este navegador · VBG 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

$8.0B

P/E

19.0x

↑

EV/EBITDA

8.6x

↓

ROE

10.6%

↑

Gross Margin

31.5%

↑

Debt/Equity

0.44

↓
52-Week Range$320
$243$414

TradingView lightweight chart

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

Último $327.00Periodo +1268.2%
Fair value: $319.50

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

+5.6%

FCF CAGR

+17.4%

FCF margin

4.0%

FCF / Net income

0.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.39B · net income $422.1M · FCF $214.2M

2022-FY → 2025-FY

Gross margin

31.5%+2.0% pts

Operating margin

12.0%+1.9% pts

Net margin

7.8%-0.2% pts

FCF margin

4.0%+1.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.39B$5.39B$5.58B$5.74B$4.58B
Net Income$422.1M$422.1M$541.7M$572.1M$368.3M
EBITDA$1.00B$1.00B$951.3M$967.9M$661.5M
EPS16.8816.8821.6622.8814.73
Gross Margin31.5%31.5%31.6%30.6%29.4%
Operating Margin12.0%12.0%13.0%14.2%10.0%
Net Margin7.8%7.8%9.7%10.0%8.0%
Balance Sheet
Debt/Equity0.440.440.290.280.27
Current Ratio3.953.95———
Cash Flow
Free Cash Flow$214.2M$214.2M$204.4M$608.0M$132.3M
Returns
ROE10.6%10.6%13.4%15.8%11.2%
Valuation
P/E18.9718.9714.1710.759.61
EV/EBITDA8.628.628.296.505.92
P/B2.012.011.901.701.08
Growth & Yield
Revenue Growth-3.4%-3.4%-2.7%25.3%—
EPS Growth-22.1%-22.1%-5.3%55.3%—
Dividend Yield2.2%2.2%———

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

18.9%

exigente

EPS terminal req.

$28.35

Spread vs growth

-40.9%

5Y implied EPS CAGR

15.2%

exigente

EPS terminal req.

$34.30

Spread vs growth

-37.3%

10Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$55.25

Spread vs growth

-34.7%

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 +25.2%

Total return

+25.2%

Start / end P/E

12.3x → 19.4x

EPS bridge

21.66 → 16.88

Residual

-12.7%

EPS growth-22.1%
Multiple rerating+57.7%
Dividend+2.2%
Residual / FX / buybacks / cross-term-12.7%

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.