Sinch AB (publ)

Informe acción OM:SINCH

Capitalización de mercado: SEK 28.4b

Sinch Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Los beneficios de Sinch han disminuido a una tasa media anual de -25.7%, mientras que en la industria Software los beneficios crecieron en un 22.9% anualmente. Los ingresos han ido creciendo a una tasa media de 13.1% al año. La rentabilidad financiera de Sinch es de 1.6%, y sus márgenes netos son de 1.4%.

Información clave

-25.67%

Tasa de crecimiento de los beneficios

-25.89%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 15.75%
Tasa de crecimiento de los ingresos13.11%
Rentabilidad financiera1.65%
Margen neto1.36%
Próxima actualización de resultados22 Jul 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa May 13

SINCH: Share Repurchases And AI Capabilities Will Support Future Upside

Analysts have raised their fair value estimate for Sinch to SEK 50 from SEK 45, reflecting a mix of more constructive views on revenue growth and profitability, alongside recent Street research that spans a SEK 18 target from Goldman Sachs, a SEK 29 target from SEB Equities, and a Hold stance from Nordea. Analyst Commentary Recent Street research on Sinch presents a split view, with some of the more optimistic voices pointing to potential upside if the company delivers on execution and growth plans.
Artículo de análisis May 11

Sinch AB (publ) Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Sinch AB (publ) ( STO:SINCH ) just released its latest quarterly results and things are looking bullish. It was overall...
Actualización de narrativa Apr 09

SINCH: Future Upside Will Depend On Executing AI Agent Rollout

Sinch's updated analyst price target increases slightly to SEK 32.64 from SEK 32.21, as analysts balance mixed rating changes and price targets with adjusted assumptions for the discount rate, revenue growth, profit margins, and future P/E. Analyst Commentary Recent research shows a split in how analysts view Sinch, with some highlighting upside potential and others focusing on execution risks and rating downgrades.
Actualización de narrativa Mar 26

SINCH: Future Upside Will Hinge On AI Agent Execution

Sinch’s analyst price target range is now SEK 18 to SEK 29, reflecting a mix of lower targets such as Goldman Sachs at SEK 18 and higher ones like SEK 29, as analysts reassess the stock based on updated ratings and sector views. Analyst Commentary Recent Street research on Sinch shows a split view, with some analysts turning more constructive while others stay cautious or move to more neutral stances.
Actualización de narrativa Mar 09

SINCH: Future Repricing Will Depend On Execution Of AI Agent Rollout

Sinch's updated fair value estimate has moved lower to SEK 32.21 from SEK 35.94. This reflects a reduced blended analyst price target as several firms trimmed or moderated their views on the stock, while one raised its target to SEK 29.
Actualización de narrativa Feb 08

SINCH: Future Repricing Hinges On Execution And Profitability Delivery

Analysts have nudged their price expectations for Sinch higher, with the fair value estimate moving from SEK 35.57 to about SEK 35.94. They cite recent sector-wide rating adjustments and updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
Actualización de narrativa Jan 24

SINCH: Share Buybacks And Sector Reappraisal Will Support Future Upside

The updated analyst price target for Sinch edges down from SEK 46.00 to SEK 45.00. Analysts cite a slightly higher discount rate, modest adjustments to long term growth and margin assumptions, and a recent sector rating shift that included a downgrade to Underweight as key factors behind the change.
Artículo de análisis Jan 17

Does Sinch (STO:SINCH) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Actualización de narrativa Jan 10

SINCH: Share Buybacks Will Support Future Upside Despite Cautious Margin Outlook

Analysts have kept their fair value estimate for Sinch steady at SEK 46.00. The unchanged target reflects a balance between a slightly lower discount rate and more cautious assumptions on revenue growth, profit margins and future P/E multiples.
Artículo de análisis Dec 27

Improved Revenues Required Before Sinch AB (publ) (STO:SINCH) Shares Find Their Feet

Sinch AB (publ)'s ( STO:SINCH ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a buy right now...
Actualización de narrativa Dec 26

SINCH: Share Buybacks And Margin Expansion Will Drive Stronger Future Upside

Analysts have modestly trimmed their price target on Sinch, reflecting a slight recalibration of discount rate assumptions and future earnings multiples. At the same time, long term revenue growth and profit margin forecasts have edged higher, leaving the updated fair value estimate essentially unchanged at SEK 46.00.
Actualización de narrativa Dec 12

SINCH: Share Buybacks Will Support Stronger Future Earnings Per Share

Analysts have modestly raised their price target for Sinch from $44.00 to $46.00, citing a slightly higher long term valuation multiple, despite marginally softer assumptions for revenue growth and profit margins. What's in the News Completed share buyback of 15,279,642 shares, equal to 1.81% of outstanding capital, for a total consideration of SEK 519 million under the program announced on August 12, 2025 (company disclosure) The buyback window ran from July 24, 2025 to September 30, 2025, signaling continued capital return to shareholders and management confidence in the equity valuation (company disclosure) The finalization of the SEK 519 million repurchase provides incremental support to earnings per share metrics through a lower share count in future reporting periods (company disclosure) Valuation Changes Fair Value: risen slightly from SEK 44.0 to SEK 46.0, reflecting a modestly higher long term valuation.
Actualización de narrativa Nov 27

SINCH: Share Repurchase Will Return Value to Shareholders in 2025

Analysts have raised their price target for Sinch, increasing it from $35.57 to $35.57. They cite improved revenue growth projections, higher expected profit margins, and a lower anticipated future price-to-earnings ratio, despite a slight uptick in discount rate assumptions.
Actualización de narrativa Nov 06

SINCH: Share Repurchase Program Will Drive Larger US Customer Engagement Reach

Analysts have slightly increased their price target for Sinch, raising it by $0.14 to $35.57. This change reflects marginal improvements in profit margin, along with a modest reduction in the discount rate.
Actualización de narrativa Oct 22

Analysts Slightly Raise Sinch Price Target as Company Launches RCS and Expands Buyback Program

Analysts have marginally increased their price target for Sinch from $35.29 to $35.43. They cite slight improvements in fair value and a modestly reduced discount rate as reasons supporting the updated assessment.
Artículo de análisis Oct 10

Sinch (STO:SINCH) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Actualización de narrativa Oct 08

AI And Messaging Integration Will Unlock Digital Opportunities

Narrative Update on Sinch: Analyst Price Target Adjustment Analysts have raised their price target for Sinch, increasing it by $0.66 to $35.29. Modest shifts in profit expectations and discount rates indicate a slightly improved outlook for the company.
Artículo de análisis Aug 12

Are Investors Undervaluing Sinch AB (publ) (STO:SINCH) By 42%?

OM:SINCH 1 Year Share Price vs Fair Value Explore Sinch's Fair Values from the Community and select yours Key Insights...
Artículo de análisis Jul 25

Sinch AB (publ) Just Missed EPS By 55%: Here's What Analysts Think Will Happen Next

It's been a pretty great week for Sinch AB (publ) ( STO:SINCH ) shareholders, with its shares surging 17% to kr34.50 in...
Artículo de análisis Jul 24

Sinch AB (publ) (STO:SINCH) Stock Catapults 46% Though Its Price And Business Still Lag The Industry

Despite an already strong run, Sinch AB (publ) ( STO:SINCH ) shares have been powering on, with a gain of 46% in the...
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Nueva narrativa Jul 23

AI And Messaging Integration Will Unlock Digital Opportunities

Advanced AI integration and platform innovation enhance customer engagement, drive new revenue streams, and strengthen Sinch's competitive differentiation.
Artículo de análisis Jul 07

Sinch (STO:SINCH) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis May 22

Sinch AB (publ)'s (STO:SINCH) Shares Bounce 28% But Its Business Still Trails The Industry

Sinch AB (publ) ( STO:SINCH ) shareholders would be excited to see that the share price has had a great month, posting...
Artículo de análisis Apr 05

Sinch AB (publ) (STO:SINCH) Looks Inexpensive After Falling 26% But Perhaps Not Attractive Enough

Sinch AB (publ) ( STO:SINCH ) shares have had a horrible month, losing 26% after a relatively good period beforehand...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Sinch. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

OM:SINCH Ingresos, gastos y beneficios (SEK Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2626,9793681,8890
31 Dec 2527,5312171,9780
30 Sep 2528,489-3562,1700
30 Jun 2528,953-6,4412,1920
31 Mar 2529,357-6,3712,1010
31 Dec 2429,093-6,4132,0480
30 Sep 2428,893-5,9441,9430
30 Jun 2429,0201961,9760
31 Mar 2428,997312,0710
31 Dec 2329,128422,0480
30 Sep 2329,235-3292,0010
30 Jun 2329,067-5,1392,0000
31 Mar 2328,568-5,1092,0160
31 Dec 2228,096-4,9432,0410
30 Sep 2225,666-4,2641,9030
30 Jun 2222,4077671,5690
31 Mar 2219,4758541,2080
31 Dec 2116,2759079100
30 Sep 2114,0396702820
30 Jun 2111,8795003300
31 Mar 219,8194904140
31 Dec 208,0934464590
30 Sep 206,6033255380
30 Jun 206,0422974840
31 Mar 205,5973134170
31 Dec 195,0742753110
30 Sep 194,6682833880
30 Jun 194,4312533250
31 Mar 194,2522282920
31 Dec 184,0081802530
30 Sep 183,7621662670
30 Jun 183,5651402470
31 Mar 183,3071102900
31 Dec 173,0761341950
30 Sep 172,792863830
30 Jun 172,604903260
31 Mar 172,155861340
31 Dec 161,80371980
30 Jun 161,08842910
31 Mar 161,02951760
31 Dec 1597148960
30 Sep 1591050760
30 Jun 1584853580

Ingresos de calidad: SINCH tiene una única gran pérdida de SEK226.0M que afecta a sus resultados financieros de los últimos 12 meses de 31st March, 2026.

Margen de beneficios creciente: SINCH pasó a ser rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: SINCH ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de -25.7% al año.

Acelerando crecimiento: SINCH ha pasado a ser rentable en el último año, lo que dificulta la comparación de la tasa de crecimiento de los beneficios con su promedio de 5 años.

Beneficios vs. Industria: SINCH ha pasado a ser rentable en el último año, lo que es difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Software (-11.1%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de SINCH (1.6%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 08:20
Precio de las acciones al final del día2026/05/20 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

Sinch AB (publ) está cubierta por 11 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
Andreas MarkouBerenberg
Victor ChengBofA Global Research