Loading...
THULE logo

Thule Group AB (publ)Informe acción OM:THULE

Capitalización bursátil SEK 24.4b
Precio de las acciones
SEK 226.60
SEK 276.88
18.2% infravalorado descuento intrínseco
1Y-8.9%
7D-3.9%
1D
Valor de la cartera
Ver

Thule Group AB (publ)

Informe acción OM:THULE

Capitalización de mercado: SEK 24.4b

THULE Community Fair Values

Create Narrative

See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Thule Group AB (publ)

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Thule Group
Precios históricos de las acciones
Precio actual de la acciónSEK 226.60
Máximo en las últimas 52 semanasSEK 299.20
Mínimo de 52 semanasSEK 185.10
Beta1.29
Cambio en 1 mes-6.67%
Variación en 3 meses-2.24%
Cambio de 1 año-8.92%
Variación en 3 años-15.38%
Variación en 5 años-41.78%
Variación desde la OPV190.51%

Noticias y actualizaciones recientes

Actualización de narrativa May 03

THULE: Recent Upgrade And Revised Assumptions Will Support Constructive Future Upside

Analysts have nudged their price target for Thule Group higher from SEK 271.43 to SEK 276.88. They cited updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E in the wake of more constructive Street research, including the recent SEB Equities upgrade.
Actualización de narrativa Apr 18

THULE: Refined Assumptions And Constructive Research Will Shape Balanced Future Upside

Analysts have lifted their price target on Thule Group to SEK 271.43 per share, citing slightly adjusted assumptions around the discount rate, revenue growth, profit margins and future P/E, along with a more constructive stance in recent Street research. Analyst Commentary Recent Street research has become more constructive on Thule Group, with bullish analysts pointing to a stronger investment case under the updated assumptions on discount rate, revenue growth, profit margins and future P/E.

Recent updates

Actualización de narrativa May 03

THULE: Recent Upgrade And Revised Assumptions Will Support Constructive Future Upside

Analysts have nudged their price target for Thule Group higher from SEK 271.43 to SEK 276.88. They cited updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E in the wake of more constructive Street research, including the recent SEB Equities upgrade.
Actualización de narrativa Apr 18

THULE: Refined Assumptions And Constructive Research Will Shape Balanced Future Upside

Analysts have lifted their price target on Thule Group to SEK 271.43 per share, citing slightly adjusted assumptions around the discount rate, revenue growth, profit margins and future P/E, along with a more constructive stance in recent Street research. Analyst Commentary Recent Street research has become more constructive on Thule Group, with bullish analysts pointing to a stronger investment case under the updated assumptions on discount rate, revenue growth, profit margins and future P/E.
Actualización de narrativa Apr 04

THULE: Revised Assumptions And Constructive Research Will Support Long Term Upside

Analysts have lowered their average price target for Thule Group to SEK 271 from SEK 283. They cite updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E after recent Street research turned more constructive on the shares.
Actualización de narrativa Mar 21

THULE: Unchanged Fair Value And Stable Assumptions Will Support Long Term Upside

Analysts have kept their SEK 282.86 price target for Thule Group broadly unchanged, citing only very small adjustments to the discount rate, long term revenue growth, profit margin assumptions and future P/E expectations. Valuation Changes Fair Value: SEK 282.86 remains unchanged, indicating no adjustment to the estimated intrinsic value per share.
Actualización de narrativa Mar 06

THULE: Steady Assumptions Will Support Long Term Upside Potential

Analysts have kept their SEK 282.86 price target on Thule Group broadly unchanged, citing only marginal adjustments in their discount rate, long term revenue growth, profit margin and future P/E assumptions, rather than any change in their overall view of the shares. Valuation Changes Fair Value: SEK 282.86 remains unchanged, indicating no adjustment to the analysts' central estimate for Thule Group's shares.
Actualización de narrativa Feb 20

THULE: Add On M&A Will Support Long Term Upside Potential

Analysts have lifted their price target on Thule Group by SEK 5 to SEK 282.86, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E multiples. Valuation Changes Fair Value: updated slightly higher to SEK 282.86 from SEK 277.86.
Actualización de narrativa Feb 05

THULE: Add On M&A Will Support Long Term Upside Potential

Analysts have trimmed their fair value estimate for Thule Group to SEK 277.86 from SEK 282.14, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Thule Group plans to pursue add on M&A using available funds, focusing on opportunities that support existing product champions or help build new ones (Capital Markets Day 2025).
Actualización de narrativa Jan 22

THULE: Selective Add On Deals Will Drive Long Term Upside

Analysts have made a small downward adjustment to their fair value estimate for Thule Group to SEK 282.14 from SEK 282.50, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Thule Group highlighted M&A as its third capital allocation priority at its Capital Markets Day 2025, focusing on selective add on deals that support existing product champions or build new ones (Capital Markets Day 2025).
Actualización de narrativa Jan 08

THULE: Disciplined Add On M&A Will Support Long Term Upside

Analysts have slightly adjusted their price view on Thule Group, trimming the fair value estimate from SEK 284.17 to SEK 282.50 as they fine tune assumptions around revenue growth, profit margins, and the future P/E multiple. What's in the News Thule Group plans to pursue selective add on M&A using available funds, as outlined at its Capital Markets Day 2025, with a focus on supporting existing product champions or building new ones (Key Developments).
Actualización de narrativa Dec 22

THULE: Disciplined Add On Acquisitions Will Deliver Attractive Long Term Upside

Analysts have trimmed their price target on Thule Group by approximately SEK 6 to around SEK 284. This reflects slightly lower long term revenue growth and profit margin assumptions, as well as a marginally higher discount rate, even as future valuation multiples remain broadly unchanged.
Actualización de narrativa Dec 07

THULE: Future Add-On Acquisitions Will Drive Attractive Long-Term Upside Potential

Analysts have modestly raised their price target on Thule Group to SEK 290.00. This reflects slightly higher discount rate assumptions while maintaining largely unchanged expectations for revenue growth, profit margins, and future valuation multiples.
Actualización de narrativa Nov 23

THULE: Future Mergers And Acquisitions Will Drive Long-Term Value

Narrative Update on Thule Group: Analyst Price Target Revision Analysts have maintained Thule Group's fair value estimate at SEK 290.00 per share. This reflects stable expectations, as modest improvements in profit margin are offset by a slightly lower forward price-to-earnings multiple.
Actualización de narrativa Nov 03

THULE: Improved Margins And Lower Discount Rate Will Drive Future Upside

Analysts have raised their fair value estimate for Thule Group from SEK 288 to SEK 290. They cite modestly improved profit margins and a slightly lower discount rate as key factors in the upward revision.
Actualización de narrativa Oct 20

Quad Lock And North America Focus Will Secure Future Success

Analysts have revised their fair value estimate for Thule Group downward from SEK 294 to SEK 288. This change reflects modest adjustments to revenue growth and profit margin expectations.
Actualización de narrativa Oct 05

Quad Lock And North America Focus Will Secure Future Success

Analysts have lowered their fair value estimate for Thule Group from SEK 317 to SEK 294, citing moderating revenue growth and profit margin forecasts. They acknowledge improving conditions after recent results.
Actualización de narrativa Sep 20

Quad Lock And North America Focus Will Secure Future Success

Analysts have modestly lowered Thule Group’s price target to SEK317, citing recent Q2 results as an inflection point with margin pressures now easing and a more constructive outlook for H2 2024, supporting expectations for improved operating leverage and near-term recovery. Analyst Commentary Q2 results indicate a turning point in company performance for 2025.
Artículo de análisis Apr 10

Thule Group AB (publ) (STO:THULE) Shares May Have Slumped 31% But Getting In Cheap Is Still Unlikely

The Thule Group AB (publ) ( STO:THULE ) share price has fared very poorly over the last month, falling by a substantial...
Artículo de análisis Mar 27

Thule Group (STO:THULE) Is Reducing Its Dividend To SEK4.15

Thule Group AB (publ) ( STO:THULE ) is reducing its dividend from last year's comparable payment to SEK4.15 on the 7th...
Artículo de análisis Mar 17

Estimating The Intrinsic Value Of Thule Group AB (publ) (STO:THULE)

Key Insights Thule Group's estimated fair value is kr393 based on 2 Stage Free Cash Flow to Equity Current share price...
Artículo de análisis Mar 05

Is Thule Group (STO:THULE) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Feb 21

Thule Group's (STO:THULE) Shareholders Will Receive A Smaller Dividend Than Last Year

Thule Group AB (publ) ( STO:THULE ) is reducing its dividend from last year's comparable payment to SEK4.15 on the 7th...
Artículo de análisis Feb 21

Is Now An Opportune Moment To Examine Thule Group AB (publ) (STO:THULE)?

While Thule Group AB (publ) ( STO:THULE ) might not have the largest market cap around , it saw a decent share price...
Artículo de análisis Jan 23

What Thule Group AB (publ)'s (STO:THULE) P/E Is Not Telling You

Thule Group AB (publ)'s ( STO:THULE ) price-to-earnings (or "P/E") ratio of 31.9x might make it look like a sell right...
Artículo de análisis Jan 11

Slowing Rates Of Return At Thule Group (STO:THULE) Leave Little Room For Excitement

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
User avatar
Nueva narrativa Dec 25

Award-Winning Premium Products And D2C Expansion Will Drive Sustained Revenue And Profit Growth

New product launches, particularly in premium bike carriers and juvenile/pet segments, are key drivers of Thule's revenue growth.
Artículo de análisis Nov 16

Analysts Are Betting On Thule Group AB (publ) (STO:THULE) With A Big Upgrade This Week

Thule Group AB (publ) ( STO:THULE ) shareholders will have a reason to smile today, with the analysts making...
Artículo de análisis Nov 07

Thule Group (STO:THULE) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Artículo de análisis Oct 26

Results: Thule Group AB (publ) Beat Earnings Expectations And Analysts Now Have New Forecasts

Shareholders of Thule Group AB (publ) ( STO:THULE ) will be pleased this week, given that the stock price is up 14% to...
Artículo de análisis Oct 17

Calculating The Fair Value Of Thule Group AB (publ) (STO:THULE)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Thule Group fair value estimate is kr333 With kr302 share...
Artículo de análisis Sep 18

Investors Met With Slowing Returns on Capital At Thule Group (STO:THULE)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Artículo de análisis Aug 31

Getting In Cheap On Thule Group AB (publ) (STO:THULE) Is Unlikely

Thule Group AB (publ)'s ( STO:THULE ) price-to-earnings (or "P/E") ratio of 28.6x might make it look like a sell right...
Artículo de análisis Aug 19

Thule Group (STO:THULE) Is Due To Pay A Dividend Of SEK4.75

Thule Group AB (publ) ( STO:THULE ) has announced that it will pay a dividend of SEK4.75 per share on the 10th of...
Artículo de análisis Aug 16

At kr290, Is It Time To Put Thule Group AB (publ) (STO:THULE) On Your Watch List?

While Thule Group AB (publ) ( STO:THULE ) might not have the largest market cap around , it received a lot of attention...
Artículo de análisis Aug 04

Is Thule Group (STO:THULE) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Jul 22

Thule Group (STO:THULE) Has Announced A Dividend Of SEK4.75

Thule Group AB (publ) ( STO:THULE ) has announced that it will pay a dividend of SEK4.75 per share on the 10th of...
Artículo de análisis Jul 20

Analysts Are Updating Their Thule Group AB (publ) (STO:THULE) Estimates After Its Second-Quarter Results

As you might know, Thule Group AB (publ) ( STO:THULE ) last week released its latest quarterly, and things did not turn...
Artículo de análisis Jul 02

Calculating The Fair Value Of Thule Group AB (publ) (STO:THULE)

Key Insights The projected fair value for Thule Group is kr329 based on 2 Stage Free Cash Flow to Equity Current share...
Artículo de análisis Jun 20

Thule Group (STO:THULE) Will Pay A Dividend Of SEK4.75

Thule Group AB (publ)'s ( STO:THULE ) investors are due to receive a payment of SEK4.75 per share on 10th of October...
Artículo de análisis May 25

Thule Group (STO:THULE) Will Pay A Dividend Of SEK4.75

Thule Group AB (publ) ( STO:THULE ) will pay a dividend of SEK4.75 on the 10th of October. This takes the annual...
Artículo de análisis May 21

The Returns At Thule Group (STO:THULE) Aren't Growing

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis May 09

Thule Group's (STO:THULE) Dividend Will Be SEK4.75

The board of Thule Group AB (publ) ( STO:THULE ) has announced that it will pay a dividend on the 10th of October, with...
Artículo de análisis May 01

Thule Group AB (publ) (STO:THULE) Just Released Its First-Quarter Earnings: Here's What Analysts Think

Investors in Thule Group AB (publ) ( STO:THULE ) had a good week, as its shares rose 3.3% to close at kr314 following...
Artículo de análisis Apr 25

Thule Group's (STO:THULE) Upcoming Dividend Will Be Larger Than Last Year's

Thule Group AB (publ)'s ( STO:THULE ) dividend will be increasing from last year's payment of the same period to...
Artículo de análisis Apr 20

Thule Group AB (publ)'s (STO:THULE) Price Is Out Of Tune With Earnings

When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 21x, you may consider Thule...

Rentabilidad de los accionistas

THULESE LeisureMercado SE
7D-3.9%6.0%3.2%
1Y-8.9%0.1%14.4%

Rentabilidad vs. Industria: Los resultados de THULE fueron inferiores a los de la industria Swedish Leisure, que obtuvo un rendimiento del 0.1% el año pasado.

Rentabilidad vs. Mercado: THULE obtuvo unos resultados inferiores a los del mercado Swedish, que fueron del 14.4% el año pasado.

Volatilidad de los precios

Is THULE's price volatile compared to industry and market?
THULE volatility
THULE Average Weekly Movement5.8%
Leisure Industry Average Movement5.5%
Market Average Movement6.3%
10% most volatile stocks in SE Market13.3%
10% least volatile stocks in SE Market3.7%

Precio estable de las acciones: THULE no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Swedish.

Volatilidad a lo largo del tiempo: La volatilidad semanal de THULE (6%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19423,000Mattias Ankarbergwww.thulegroup.com

Thule Group AB (publ) opera como empresa de deportes y actividades al aire libre. La empresa ofrece bacas y cajas, así como portaequipajes para el transporte de equipos de ciclismo, deportes acuáticos y de invierno; tiendas de campaña para montar en el techo de un coche; toldos, portabicicletas y tiendas de campaña para vehículos de recreo y caravanas; y remolques para bicicletas, sillas de bicicleta para niños, cochecitos, sillas de coche y cajas de transporte para perros. También ofrece bolsas de lona, mochilas, maletas y bolsas para portátiles de uso diario; mochilas de senderismo; bolsas para cámaras; y estuches para aparatos electrónicos de consumo a través de su sitio web y de sus minoristas.

Resumen de fundamentos de Thule Group AB (publ)

¿Cómo se comparan los beneficios e ingresos de Thule Group con su capitalización de mercado?
Estadísticas fundamentales de THULE
Capitalización bursátilSEK 24.44b
Beneficios(TTM)SEK 1.14b
Ingresos (TTM)SEK 10.34b
21.4x
Ratio precio-beneficio (PE)
2.4x
Ratio precio-ventas (PS)

¿Está THULE sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de THULE
IngresosSEK 10.34b
Coste de los ingresosSEK 5.58b
Beneficio brutoSEK 4.76b
Otros gastosSEK 3.62b
BeneficiosSEK 1.14b

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

Jul 20, 2026

Beneficios por acción (BPA)10.58
Margen bruto46.01%
Margen de beneficio neto11.03%
Ratio deuda/patrimonio53.9%

¿Cómo se ha desempeñado THULE a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

3.7%
Rentabilidad actual por dividendo
78%
Ratio de pagos
¿Cuándo hay que comprar THULE para recibir un próximo dividendo?
fechas de dividendos de Thule Group
Fecha ex dividendoOct 02 2026
Fecha de pago de dividendosOct 08 2026
Días hasta ex dividendo131 days
Días hasta la fecha de pago de dividendos137 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 15:21
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Thule Group AB (publ) está cubierta por 15 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullABG Sundal Collier
Lars TopholmCarnegie Investment Bank AB
Daniel SchmidtDanske Bank