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OM:NOTE Community
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AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Relocation To European Facilities Will Secure Future Resilience
Key Takeaways Strategic production shifts and merger plans aim to sustain margins and improve profitability through cost reduction and efficiency gains. Targeted growth in Security & Defense and Greentech segments indicates potential revenue increases and improved net margins.
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SEK 168.50
FV
16.0% overvalued
intrinsic discount
8.19%
Revenue growth p.a.
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AnalystHighTarget
Consensus Narrative from 2 Analysts
Digital And Contactless Payments Will Drive Secure Cash Management Worldwide
Key Takeaways Expanding digital payments and rising regulatory demands are fueling resilient demand for NOTE's secure transaction and authentication solutions, supporting strong revenue momentum. Advanced automation and a shift to software-based, recurring revenue streams are enabling industry-leading margins and setting the stage for sustainable outperformance.
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SEK 210.00
FV
7.0% undervalued
intrinsic discount
10.23%
Revenue growth p.a.
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AnalystLowTarget
Consensus Narrative from 2 Analysts
Persisting Tech Headwinds And Rising Regulation Will Erode Margins
Key Takeaways Elevated costs from inflation, regulation, and R&D investments are eroding margins and reducing the stability of earnings and free cash flow. Increasing competition, reliance on volatile segments, and ongoing compliance pressures jeopardize sustainable revenue growth and future profitability.
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SEK 127.00
FV
53.9% overvalued
intrinsic discount
6.07%
Revenue growth p.a.
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SEK
Current Price
SEK 195.40
14.8% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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6b
2015
2018
2021
2024
2025
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Revenue SEK 5.6b
Earnings SEK 376.8m
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