Loading...
Back to narrative

ARJO B: Stable Guidance And Lower Risk Profile Will Drive Future Upside

Leadership Changes And Evolving Market Dynamics Will Shape Future Opportunity

ARJO B logo
ARJO B
AnalystConsensusTarget
Not Invested
Published 03 Feb 2025

Update shared on 08 Dec 2025

Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-7.9%
7D
-2.5%

Analysts have slightly raised their price target on Arjo to $36.00 from $36, citing marginally lower discount rate assumptions and stable long term growth and profitability expectations that support a modestly higher valuation multiple.

What's in the News

  • Issued earnings guidance for the fourth quarter of 2025, expecting sales growth to increase again compared with recent quarters (company guidance).
  • Confirmed full year 2025 outlook, with organic net sales growth expected to be within the group target interval of 3% to 5% (company guidance).
  • Reiterated confidence in its long term growth trajectory by aligning 2025 guidance with existing strategic targets for organic expansion (company guidance).

Valuation Changes

  • Fair Value Estimate: Unchanged at SEK 36.0 per share, indicating a stable overall valuation view.
  • Discount Rate: Fallen slightly to 7.06 percent from 7.11 percent, reflecting a marginally lower assumed risk profile.
  • Revenue Growth: Essentially unchanged at around 2.43 percent, signaling no material revision to long term top line expectations.
  • Net Profit Margin: Stable at roughly 7.71 percent, indicating no meaningful change in long term profitability assumptions.
  • Future P/E: Edged down slightly to 13.0x from 13.0x previously, consistent with only a modest adjustment to the forward earnings multiple.

Have other thoughts on Arjo?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.