Update shared on20 Oct 2025
Fair value Decreased 9.76%Analysts have lowered their fair value estimate for Talenom Oyj from €4.10 to €3.70. This change reflects updated assumptions about future revenue growth, profit margins, and valuation multiples.
What's in the News
- Easor, originally part of Talenom, has launched its software concept in Spain and begun distribution to accounting firms outside the Talenom Group (Key Developments).
- Beginning in October 2025, the software will be branded as Easor in Spain and made available to all Spanish accounting firms and their clients (Key Developments).
- Easor’s initial strategy is to rapidly expand its accounting firm partner network by focusing on partnerships (Key Developments).
- In September 2025, Talenom announced a strategic review to consider separating the Easor software business into an independent listed company. Additional details will be communicated as the process advances (Key Developments).
Valuation Changes
- Fair Value Estimate: Lowered from €4.10 to €3.70, reflecting a decrease of approximately 10%.
- Discount Rate: Reduced slightly from 6.91% to 6.86%.
- Revenue Growth: Increased from 7.9% to 8.9%.
- Net Profit Margin: Declined from 10.1% to 7.6%.
- Future P/E Ratio: Increased from 13.8x to 16.1x.
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