NOTE AB (publ)

Informe acción OM:NOTE

Capitalización de mercado: SEK 5.0b

NOTE Resultados de beneficios anteriores

Pasado controles de criterios 4/6

NOTE ha aumentado sus beneficios a una tasa media anual de 9.7%, mientras que los beneficios de la industria de Electronic han experimentado un crecimiento de 14.8% anual. Los ingresos han ido creciendo a una tasa media de 10% al año. La rentabilidad financiera de NOTE es de 15.5%, y sus márgenes netos son de 7.1%.

Información clave

9.71%

Tasa de crecimiento de los beneficios

9.81%

Tasa de crecimiento del BPA

Crecimiento de la industria Electronic 24.14%
Tasa de crecimiento de los ingresos10.05%
Rentabilidad financiera15.46%
Margen neto7.10%
Próxima actualización de resultados15 Jul 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis Feb 02

NOTE's (STO:NOTE) Solid Earnings Have Been Accounted For Conservatively

NOTE AB (publ)'s ( STO:NOTE ) recent earnings report didn't offer any surprises, with the shares unchanged over the...

Recent updates

Artículo de análisis Apr 26

NOTE AB (publ) Just Missed EPS By 7.8%: Here's What Analysts Think Will Happen Next

Last week, you might have seen that NOTE AB (publ) ( STO:NOTE ) released its first-quarter result to the market. The...
Actualización del análisis Apr 24

NOTE: Defense Order And Margin Guidance Will Shape Balanced Outlook

Narrative Update on NOTE The analyst price target for NOTE has shifted from SEK 191 to SEK 209.50, with analysts pointing to updated views on long term revenue growth, profitability, risk, and future P/E as key drivers of the change. Analyst Commentary Recent Street research on FiscalNote highlights how analysts are weighing valuation, balance sheet resilience, and execution risk, which can offer context when you think about similar factors that matter for NOTE.
Artículo de análisis Apr 10

Upgrade: The Latest Revenue Forecasts For NOTE AB (publ) (STO:NOTE)

NOTE AB (publ) ( STO:NOTE ) shareholders will have a reason to smile today, with the covering analyst making...
Actualización del análisis Apr 09

NOTE: Defense Order And Tighter Assumptions Will Guide Balanced Future Outlook

Analysts have trimmed their SEK price target on NOTE by SEK 2.00, citing revised expectations for future revenue growth, slightly higher profit margins, a modestly higher discount rate and a lower future P/E multiple in their updated models. Analyst Commentary Bearish analysts are framing the SEK 2.00 trim to NOTE's price target as a reflection of tighter assumptions around what the business can reasonably deliver, both on growth and on valuation.
Actualización del análisis Mar 26

NOTE: Defense Order And Updated Assumptions Will Shape Balanced Future Outlook

Analysts have trimmed their SEK price target on NOTE by SEK 2, citing updated assumptions for revenue growth, profit margins and future P/E levels as reflected in recent research commentary. Analyst Commentary Bearish analysts are using the latest SEK 2 price target trim on NOTE as a signal to reset expectations around what they see as a more conservative outlook for revenue, margin sustainability and future P/E levels.
Actualización del análisis Mar 11

NOTE: Updated Assumptions And Defense Order Will Support Balanced Future Outlook

Analysts have adjusted their price target on NOTE to SEK 191 from SEK 200, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News NOTE received an order worth SEK 135 million from a long term Nordic defense customer that is a market leader in its field (Key Developments).
Actualización del análisis Feb 25

NOTE: Defense Order And Revised Assumptions Will Support Balanced Future Outlook

Analysts now set a higher price target for NOTE at SEK182, up from SEK127, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E levels. What's in the News NOTE received an order worth SEK 135 million from a long term customer in the defense segment, a Nordic defense company that is described as a market leader in its field (Key Developments).
Actualización del análisis Feb 11

NOTE: Refined Assumptions And Steady Fair Value Will Support Future Upside

Analysts have slightly adjusted their price target on NOTE to reflect updated assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping fair value broadly aligned with prior estimates. Valuation Changes Fair Value: Held steady at SEK 200.0, indicating no change in the central valuation output.
Artículo de análisis Feb 02

NOTE's (STO:NOTE) Solid Earnings Have Been Accounted For Conservatively

NOTE AB (publ)'s ( STO:NOTE ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Artículo de análisis Jan 29

Earnings Update: NOTE AB (publ) (STO:NOTE) Just Reported Its Annual Results And Analysts Are Updating Their Forecasts

NOTE AB (publ) ( STO:NOTE ) came out with its yearly results last week, and we wanted to see how the business is...
Actualización del análisis Jan 27

NOTE: Reset Multiple And Solid Q3 Will Support Future Upside Potential

Narrative Update on NOTE Analysts have reduced their price target on NOTE from US$18 to US$7. This reflects a reset valuation multiple while they reference a solid recent Q3 report as support for their updated view.
Actualización del análisis Jan 12

NOTE: Reset Multiple And Solid Q3 Will Support Upside Potential

Narrative Update on NOTE Analysts have trimmed their price target on NOTE to US$7 from US$18, reflecting a lower valuation multiple after recent research, while still pointing to what they describe as a solid Q3 showing. Analyst Commentary Recent Street research on NOTE points to a reset valuation framework, with the price target cut to US$7 from US$18, while still highlighting what is described as a solid Q3 report.
Actualización del análisis Dec 14

NOTE: Reset Multiple And Solid Quarter Will Drive Long-Term Upside

Narrative Update on Analyst Price Target Analysts have cut their price target on NOTE to $7 from $18, reflecting a reset valuation multiple. They also point to a solid recent quarterly report as support for the updated outlook.
Actualización del análisis Nov 30

NOTE: Strong Q3 Performance Will Drive Long-Term Upside Despite Sector Re-Rating

Analysts have lowered the price target for NOTE substantially, from $18 to $7, as they cite a reset in valuation multiples despite a solid recent earnings report. Analyst Commentary Market observers have provided updated insights regarding NOTE following the recent adjustment in valuation.
Actualización del análisis Nov 15

NOTE: Solid Third-Quarter Performance Will Support Prospects Despite Market Headwinds

Analysts have lowered their price target for FiscalNote to $7 from $18, citing a reset valuation multiple. This change comes despite what they describe as a solid third-quarter report.
Actualización del análisis Nov 01

NOTE: Fair Value Outlook Will Remain Steady As Projections Hold

Analysts have reaffirmed their fair value estimate for NOTE at $206.00, citing slight refinements in key financial assumptions and a long-term outlook that remains unchanged. Valuation Changes Fair Value Estimate remains unchanged at $206.00.
Actualización del análisis Oct 17

Relocation To European Facilities Will Secure Future Resilience

Analysts have revised their price target for NOTE downward from $210 to $206. This change reflects adjustments to projected revenue growth and discount rates in their updated outlook.
Artículo de análisis Oct 06

Calculating The Intrinsic Value Of NOTE AB (publ) (STO:NOTE)

Key Insights Using the 2 Stage Free Cash Flow to Equity, NOTE fair value estimate is kr183 NOTE's kr198 share price...
Actualización del análisis Oct 03

Relocation To European Facilities Will Secure Future Resilience

Analysts have raised their price target for NOTE from $168.50 to $210.00. They cite expectations of stronger revenue growth, higher profit margins, and a modestly increased discount rate.
Artículo de análisis Jul 18

Results: NOTE AB (publ) Exceeded Expectations And The Consensus Has Updated Its Estimates

It's been a good week for NOTE AB (publ) ( STO:NOTE ) shareholders, because the company has just released its latest...
Artículo de análisis May 02

There May Be Some Bright Spots In NOTE's (STO:NOTE) Earnings

NOTE AB (publ)'s ( STO:NOTE ) earnings announcement last week didn't impress shareholders. However, our analysis...
Artículo de análisis Mar 19

NOTE AB (publ)'s (STO:NOTE) Price Is Out Of Tune With Earnings

With a median price-to-earnings (or "P/E") ratio of close to 22x in Sweden, you could be forgiven for feeling...
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Nuevo análisis Feb 12

Strong Cash Flow Will Support Potential Investments In EV Charger Market

Stabilization of demand and cost realignment may increase net margins as volumes improve, supporting capacity building and future revenue growth.
Artículo de análisis Oct 22

Some May Be Optimistic About NOTE's (STO:NOTE) Earnings

The market was pleased with the recent earnings report from NOTE AB (publ) ( STO:NOTE ), despite the profit numbers...
Artículo de análisis Oct 15

Earnings Working Against NOTE AB (publ)'s (STO:NOTE) Share Price

With a price-to-earnings (or "P/E") ratio of 14.3x NOTE AB (publ) ( STO:NOTE ) may be sending bullish signals at the...
Artículo de análisis Sep 20

NOTE (STO:NOTE) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Mar 15

Does NOTE (STO:NOTE) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Artículo de análisis Jan 30

Returns on Capital Paint A Bright Future For NOTE (STO:NOTE)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Artículo de análisis Dec 09

Do NOTE's (STO:NOTE) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...

Desglose de ingresos y gastos

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


Historial de beneficios e ingresos

OM:NOTE Ingresos, gastos y beneficios (SEK Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 263,7732681610
31 Dec 253,8142811470
30 Sep 253,8382681440
30 Jun 253,8172571450
31 Mar 253,8492491500
31 Dec 243,9012481550
30 Sep 243,9562661520
30 Jun 244,1812881530
31 Mar 244,2472991440
31 Dec 234,2433201380
30 Sep 234,2013281310
30 Jun 234,0973031220
31 Mar 233,9172831180
31 Dec 223,6872541150
30 Sep 223,4632231110
30 Jun 223,2182311090
31 Mar 222,9622191070
31 Dec 212,643194980
30 Sep 212,295158950
30 Jun 212,043138880
31 Mar 211,901125830
31 Dec 201,874116850
30 Sep 201,891110860
30 Jun 201,892104850
31 Mar 201,83094840
31 Dec 191,76092830
30 Sep 191,67490790
30 Jun 191,56479860
31 Mar 191,47672860
31 Dec 181,37964820
30 Sep 181,30758810
30 Jun 181,24863730
31 Mar 181,20757700
31 Dec 171,17672730
30 Sep 171,13967740
30 Jun 171,12263730
31 Mar 171,09662740
31 Dec 161,09845720
30 Sep 161,11539750
30 Jun 161,12838780
31 Mar 161,12536780
31 Dec 151,12235790
30 Sep 151,06435730
30 Jun 151,03834730

Ingresos de calidad: NOTE tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (7.1%) de NOTE son superiores a los del año pasado (6.5%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de NOTE han crecido un 9.7% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de NOTE en el último año (7.6%) está por debajo de su media de 5 años (9.7% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de NOTE en el último año (7.6%) superó al de la industria Electronic 6.5%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de NOTE (15.5%) 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 empresa2026/05/08 15:54
Precio de las acciones al final del día2026/05/08 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

NOTE AB (publ) está cubierta por 4 analistas. 2 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
Anders AkerblomNordea Markets
Anton IngvesNordea Markets
Michael LatimoreNorthland Capital Markets