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Munters Group Community
OM:MTRS Community
3
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Munters Group
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Undervalued
Overvalued
Munters Group
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
AI And Data Centers Will Unlock Massive Market Opportunity
Key Takeaways Exiting competitors and rising demand in data centers position Munters to gain market share, improve margins, and command premium pricing with proprietary technology. Expansion in recurring software revenues and successful M&A drive higher-quality earnings, while megatrends and new regulations expand the company's long-term growth opportunities.
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SEK 220.00
FV
36.5% undervalued
intrinsic discount
4.88%
Revenue growth p.a.
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about 12 hours ago
author updated this narrative
Munters Group
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Overvaluation Will Expose Vulnerabilities Despite Modest Market Opportunities
Key Takeaways Reliance on hyperscale data centers and exposure to disruptive technologies threaten revenue stability and growth in core product segments. Rising regulatory costs, competitive pressure, and higher leverage may erode profitability and heighten financial risk going forward.
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SEK 125.00
FV
11.7% overvalued
intrinsic discount
0.68%
Revenue growth p.a.
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23 days ago
author updated this narrative
Munters Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digitalization And Green Manufacturing Will Expand Global Markets
Key Takeaways Strong demand in data centers and digitalization, along with sustainability-focused innovation, is driving growth in revenue, margins, and premium market positioning. Acquisitions, digital transformation, and operational efficiency initiatives are expanding market reach and recurring revenues, accelerating profitability and earnings quality.
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SEK 160.33
FV
12.9% undervalued
intrinsic discount
4.64%
Revenue growth p.a.
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2 days ago
author updated this narrative
Your Valuation for
MTRS
MTRS
Munters Group
Your Fair Value
SEK
Current Price
SEK 139.60
3.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-410m
22b
2015
2018
2021
2024
2025
2027
2030
Revenue SEK 22.0b
Earnings SEK 1.1b
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