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Invisio Community
OM:IVSO Community
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Invisio
MA
Mandelman
Community Contributor
Invisio Will Ride Strong Market Tailwinds to Achieve 29% Revenue Growth
Catalysts Strong Market Tailwinds: The current addressable market is estimated at around SEK 25 billion annually, while the company’s full-year revenue for 2024 stands at approximately SEK 1.8 billion. This significant market gap highlights substantial upside potential as defense spending continues to rise globally, particularly in Europe and North America where defense budgets are expanding.
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SEK 523.64
FV
27.5% undervalued
intrinsic discount
29.00%
Revenue growth p.a.
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about 2 months ago
author updated this narrative
Invisio
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
High R&D Spending May Affect Near-Term Results But UltraLynx Could Expand Future Markets
Key Takeaways Significant R&D spending could pressure net margins unless new products are launched and generate revenue quickly. Growing market potential presents opportunities, but reliance on defense budgets and geopolitical factors introduces revenue growth uncertainty.
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SEK 357.50
FV
6.2% overvalued
intrinsic discount
14.20%
Revenue growth p.a.
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28 days ago
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Your Valuation for
IVSO
IVSO
Invisio
Your Fair Value
SEK
Current Price
SEK 379.50
34.0% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
3b
2015
2018
2021
2024
2025
2027
2030
Revenue SEK 3.5b
Earnings SEK 586.3m
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