Truecaller AB (publ)

OM:TRUE B Lagerbericht

Marktkapitalisierung: SEK 4.4b

Truecaller Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 3/6

Truecaller verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 12.8%, während die Gewinne der Branche Software jährlich um gewachsen und zwar um 23.6%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 13.9%. Die Eigenkapitalrendite von Truecaller beträgt 26.7% und die Nettomargen betragen 17.6%.

Wichtige Informationen

12.79%

Wachstumsrate der Gewinne

9.84%

EPS-Wachstumsrate

Software Wachstum der Industrie15.75%
Wachstumsrate der Einnahmen13.87%
Eigenkapitalrendite26.71%
Netto-Marge17.60%
Nächste Ertragsaktualisierung17 Jul 2026

Jüngste Aktualisierungen vergangener Leistungen

Analyseartikel May 16

Truecaller's (STO:TRUE B) Conservative Accounting Might Explain Soft Earnings

Investors were disappointed with the weak earnings posted by Truecaller AB (publ) ( STO:TRUE B ). While the headline...

Recent updates

Narrativ-Update May 23

TRUE B: Higher SEK 20 Buy Rating Will Support Future Repricing

Analysts have raised their SEK 15 price target on Truecaller to SEK 20, reflecting updated assumptions on revenue growth, profitability, and a lower forward P/E multiple in their valuation work. Analyst Commentary Bullish analysts are signaling a more constructive view on Truecaller, with the price target raised to SEK 20 from SEK 15.
Analyseartikel May 11

Things Look Grim For Truecaller AB (publ) (STO:TRUE B) After Today's Downgrade

Today is shaping up negative for Truecaller AB (publ) ( STO:TRUE B ) shareholders, with the analysts delivering a...
Narrativ-Update Apr 21

TRUE B: Multi Partner Messaging Shift And New Buy Rating Will Support Repricing

Analysts keep the fair value estimate steady at SEK 68.0, balancing Deutsche Bank's new SEK 15 Buy rating with Nordea's downgrade to Hold, and reflecting slightly updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight the SEK 15 price target as support for upside potential relative to the current fair value estimate of SEK 68.0, maintaining a constructive view on the balance of risk and reward.
Narrativ-Update Apr 06

TRUE B: Multi Partner Messaging Shift Will Support Future Repricing

Analysts have revised their collective price target on Truecaller to SEK 15, with the shift reflecting updated views on revenue growth, profit margins and future P/E multiples following both an upgrade to Buy and a downgrade to Hold in recent research. Analyst Commentary Recent research has produced a mixed but constructive view on Truecaller, with one upgrade to Buy and one downgrade to Hold anchoring the new SEK 15 price target.
Narrativ-Update Mar 23

TRUE B: Global Ad Reseller Deals And Buybacks Will Support Future Rerating

Analysts now anchor their Truecaller view around a SEK 15.0 price target. The change in stance reflects mixed rating actions but broadly consistent assumptions on fair value, discount rate and future P/E multiples.
Narrativ-Update Mar 09

TRUE B: Ad Expansion And Buyback Programme Will Support Future Rerating Potential

Our analyst price target for Truecaller now stands at SEK 15. This change reflects updated views on revenue growth, profitability and a more conservative future P/E multiple, in line with recent research where one firm lifted its target to SEK 15 and another shifted to a Hold stance.
Narrativ-Update Feb 23

TRUE B: Trust And Safety Expansion Will Support Future Rerating Potential

Analysts have trimmed their fair value estimate for Truecaller from SEK 39.17 to SEK 36.00. This reflects updated views on slightly softer revenue growth and profit margins, along with a higher assumed discount rate, even as some Street research has turned more constructive with a recent upgrade and Buy rating at SEK 15.
Narrativ-Update Feb 09

TRUE B: Family Features And Verified Business Calls Will Support Repricing

Narrative Update: Truecaller Analysts have kept their fair value estimate for Truecaller steady at SEK 68.0, citing a slightly higher discount rate and marginally stronger medium term revenue growth and profit margin assumptions as the key reasons for reaffirming their price view. Analyst Commentary Recent sector commentary around online auto platforms highlights Truecaller as part of a broader group of digital marketplaces that investors are watching closely.
Narrativ-Update Jan 25

TRUE B: Marketplace Model Concerns Will Create Longer Term Entry Opportunity

Analysts now see Truecaller’s fair value at $21.00, down from $60.00. This reflects more cautious assumptions on revenue growth, profit margins and future P/E multiples in light of recent sector commentary that highlights slower rollout timelines and more listing-style business models at peers.
Narrativ-Update Jan 11

TRUE B: Family Protection Rollout And Business Calling Suite Will Drive Repricing

Analysts have trimmed their price target on Truecaller to $68 from $95, citing updated assumptions for revenue growth, profit margins and future P/E that they see as better aligned with the company’s current risk profile and earnings outlook. Analyst Commentary Recent Street research around online auto marketplaces has centered on corporate actions and competitive shifts, with TrueCar in focus due to its pending acquisition and the broader conversation around third party listing platforms that connect buyers and sellers.
Narrativ-Update Dec 25

TRUE B: Expanding Trust And Safety Features Will Drive Future Re-Rating Potential

Analysts have trimmed their price target for Truecaller by about $11.67, reflecting slightly higher discount rate assumptions along with more conservative forecasts for revenue growth, profit margins, and future valuation multiples following recent sector deal activity and choppy market conditions. Analyst Commentary Street research on adjacent online auto platforms offers a mixed read-through for Truecaller, highlighting both supportive sector dynamics and signals of late-cycle consolidation that could cap upside for valuation multiples.
Narrativ-Update Dec 11

TRUE B: Expanding Verified Call Solutions Will Drive Recovery As Execution Uncertainty Eases

Analysts have trimmed their blended price target for Truecaller from about SEK 56.50 to roughly SEK 50.80. They cite slightly higher discount rates, marginally softer long term growth and profitability assumptions, and a lower future earnings multiple, while still acknowledging the company’s solid fundamental profile.
Narrativ-Update Nov 27

TRUE B: User Base Resilience Will Drive Recovery As Execution Uncertainty Eases

Analysts have adjusted their outlook on Truecaller, with the average price target reduced as Deutsche Bank and JPMorgan both lowered their estimates. Both firms now cite more cautious views on the company's near-term prospects.
Narrativ-Update Nov 12

TRUE B: Future User Engagement Will Support Resilient Upside Amid Market Volatility

Analysts have lowered their fair value estimate for Truecaller from SEK 64 to SEK 56.5, citing updated assumptions for revenue growth and recent sector downgrades. Analyst Commentary Following recent sector developments and updates to company guidance, analyst opinions on Truecaller continue to present both positive and cautious perspectives on the firm’s path forward.
Analyseartikel Nov 11

Little Excitement Around Truecaller AB (publ)'s (STO:TRUE B) Earnings As Shares Take 31% Pounding

Unfortunately for some shareholders, the Truecaller AB (publ) ( STO:TRUE B ) share price has dived 31% in the last...
Narrativ-Update Oct 29

Product Expansion And User Engagement Will Drive Stronger Results Ahead

Analysts have reduced their price target for Truecaller, lowering the fair value estimate from SEK 70 to SEK 64. Recent research highlights a softer revenue growth outlook and moderated profit margin expectations.
Narrativ-Update Oct 15

Emerging Mobile And Digital Security Trends Will Shape Future Markets

Truecaller's analyst price target has been reduced from SEK 74.17 to SEK 70.00. This change reflects a more cautious outlook based on analysts' expectations of slower revenue growth and slightly lower profit margins.
Narrativ-Update Sep 25

Emerging Mobile And Digital Security Trends Will Shape Future Markets

Truecaller’s consensus price target has been revised down from SEK77.33 to SEK74.17 as analysts factor in slower user growth, tougher macro conditions impacting ad revenues, and heightened regulatory and competitive risks, despite some optimism regarding product innovation and expansion. Analyst Commentary Bullish analysts remain optimistic on Truecaller, maintaining Overweight ratings despite lowering price targets.
Analyseartikel Jul 31

Why We're Not Concerned Yet About Truecaller AB (publ)'s (STO:TRUE B) 27% Share Price Plunge

Unfortunately for some shareholders, the Truecaller AB (publ) ( STO:TRUE B ) share price has dived 27% in the last...
Analyseartikel Jul 23

Truecaller AB (publ) Just Missed Earnings - But Analysts Have Updated Their Models

As you might know, Truecaller AB (publ) ( STO:TRUE B ) last week released its latest second-quarter, and things did not...
Analyseartikel May 24

Truecaller (STO:TRUE B) Is Paying Out A Dividend Of SEK1.70

The board of Truecaller AB (publ) ( STO:TRUE B ) has announced that it will pay a dividend of SEK1.70 per share on the...
Analyseartikel May 16

Truecaller's (STO:TRUE B) Conservative Accounting Might Explain Soft Earnings

Investors were disappointed with the weak earnings posted by Truecaller AB (publ) ( STO:TRUE B ). While the headline...
Analyseartikel May 08

Truecaller (STO:TRUE B) Is Due To Pay A Dividend Of SEK1.70

Truecaller AB (publ) ( STO:TRUE B ) has announced that it will pay a dividend of SEK1.70 per share on the 2nd of June...
Analyseartikel May 01

Truecaller AB (publ) (STO:TRUE B) Just Released Its Full-Year Earnings: Here's What Analysts Think

It's been a good week for Truecaller AB (publ) ( STO:TRUE B ) shareholders, because the company has just released its...
Analyseartikel Feb 21

Truecaller AB (publ) (STO:TRUE B) Released Earnings Last Week And Analysts Lifted Their Price Target To kr82.29

Shareholders of Truecaller AB (publ) ( STO:TRUE B ) will be pleased this week, given that the stock price is up 15% to...
Analyseartikel Jan 23

Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 28% Price Jump

Despite an already strong run, Truecaller AB (publ) ( STO:TRUE B ) shares have been powering on, with a gain of 28% in...
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Neues Narrativ Jan 22

User Growth In Colombia And Nigeria Will Drive Future Success

Growth in active users and new ad formats in key markets could drive substantial future revenue increase and ad revenue growth.
Analyseartikel Nov 13

We Think You Can Look Beyond Truecaller's (STO:TRUE B) Lackluster Earnings

The most recent earnings report from Truecaller AB (publ) ( STO:TRUE B ) was disappointing for shareholders. However...

Aufschlüsselung der Einnahmen und Ausgaben

Wie Truecaller Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.


Gewinn- und Umsatzhistorie

OM:TRUE B Einnahmen, Ausgaben und Erträge (SEK Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Mar 261,8153198540
31 Dec 251,9493898950
30 Sep 252,0174798730
30 Jun 251,9994888590
31 Mar 251,9514938200
31 Dec 241,8755247500
30 Sep 241,7794907070
30 Jun 241,7194776740
31 Mar 241,7805606500
31 Dec 231,7385366160
30 Sep 231,7505066570
30 Jun 231,8025446600
31 Mar 231,7665116610
31 Dec 221,7785356510
30 Sep 221,7275885790
30 Jun 221,5884476220
31 Mar 221,3473495590
31 Dec 211,1302585150
30 Sep 219231114470
30 Jun 217461392990
31 Mar 21590462630
31 Dec 20491-162340
31 Dec 19299-972610

Qualität der Erträge: TRUE B hat hohe Qualitätseinkünfte.

Wachsende Gewinnspanne: TRUE BDie aktuellen Gewinnspannen (17.6%) sind niedriger als im letzten Jahr (25.3%).


Analyse von freiem Cashflow und Gewinn


Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: TRUE BIn den letzten 5 Jahren sind die Gewinne von 12.8% jährlich gestiegen.

Beschleunigtes Wachstum: TRUE BDas Unternehmen hat im vergangenen Jahr ein negatives Gewinnwachstum verzeichnet, so dass es nicht mit seinem 5-Jahres-Durchschnitt verglichen werden kann.

Erträge im Vergleich zur Industrie: TRUE B hatte im vergangenen Jahr ein negatives Gewinnwachstum (-35.2%), was einen Vergleich mit dem Branchendurchschnitt Software (-11.1%) erschwert.


Eigenkapitalrendite

Hohe Eigenkapitalrendite: TRUE BDie Eigenkapitalrendite des Unternehmens (26.7%) wird als hoch angesehen.


Kapitalrendite


Rendite auf das eingesetzte Kapital


Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/29 21:08
Aktienkurs zum Tagesende2026/05/29 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Truecaller AB (publ) wird von 10 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Oscar ErixonCarnegie Investment Bank AB
Paul BradleyCitigroup Inc
Ramil KoriaDanske Bank