Annuncio • Jul 16
AcadeMedia AB (publ) Provides Earnings Guidance for the Fourth Quarter 2025/2026 AcadeMedia AB (publ) provided earnings guidance for the fourth quarter 2025/2026. For the quarter, the company net sales increased by approximately 10.6% in the fourth quarter and are expected to amount to SEK 5,658 million (5,118). Annuncio • May 18
AcadeMedia AB (publ), Annual General Meeting, Dec 02, 2026 AcadeMedia AB (publ), Annual General Meeting, Dec 02, 2026. Reported Earnings • May 12
Third quarter 2026 earnings released: EPS: kr2.93 (vs kr2.38 in 3Q 2025) Third quarter 2026 results: EPS: kr2.93 (up from kr2.38 in 3Q 2025). Revenue: kr5.37b (up 6.6% from 3Q 2025). Net income: kr290.0m (up 20% from 3Q 2025). Profit margin: 5.4% (up from 4.8% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Apr 22
AcadeMedia AB (publ) (OM:ACAD) entered into an agreement to acquire Prolympia Ab. AcadeMedia AB (publ) (OM:ACAD) entered into an agreement to acquire Prolympia Ab on April 21, 2026.
For the period ending December 31, 2025, Prolympia Ab reported total revenue of SEK 608 million.
The acquisition is subject to customary approval from the Swedish Competition Authority. Annuncio • Apr 17
AcadeMedia AB (publ) (OM:ACAD) agreed to acquire Iva Driebergen B.V. on April 16, 2026. AcadeMedia AB (publ) (OM:ACAD) agreed to acquire Iva Driebergen B.V. on April 16, 2026.
For the period ending December 31, 2025, Iva Driebergen B.V. reported total revenue of €11 million. Annuncio • Mar 04
AcadeMedia AB (publ) (OM:ACAD) entered into an agreement to acquire K2 Kompetanse As. AcadeMedia AB (publ) (OM:ACAD) entered into an agreement to acquire K2 Kompetanse As on March 3, 2026. K2’s eight campuses are located in Oslo, Bergen, Trondheim, Drammen, Tønsberg, Porsgrunn, Fredrikstad and Sandvika. The company has approximately 35 full-time employees and more than 100 contracted teachers. As a nationwide private school provider within upper secondary education for adults, K2 represents a strong strategic fit with AcadeMedia’s portfolio and strengthens the Group’s platform for continued growth in Norway.
For the period ending December 31, 2025, K2 Kompetanse As reported total revenue of NOK 80 million. Reported Earnings • Feb 03
Second quarter 2026 earnings released: EPS: kr2.01 (vs kr1.76 in 2Q 2025) Second quarter 2026 results: EPS: kr2.01 (up from kr1.76 in 2Q 2025). Revenue: kr5.23b (up 4.1% from 2Q 2025). Net income: kr199.0m (up 11% from 2Q 2025). Profit margin: 3.8% (up from 3.6% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 21% per year. Recent Insider Transactions • Nov 05
Chief Financial Officer recently bought kr197k worth of stock On the 3rd of November, Petter Sylvan bought around 2k shares on-market at roughly kr98.25 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth kr299k. Petter has been a buyer over the last 12 months, purchasing a net total of kr495k worth in shares. Reported Earnings • Nov 04
First quarter 2026 earnings released: EPS: kr0.82 (vs kr0.79 in 1Q 2025) First quarter 2026 results: EPS: kr0.82 (up from kr0.79 in 1Q 2025). Revenue: kr4.10b (up 6.7% from 1Q 2025). Net income: kr82.0m (up 2.5% from 1Q 2025). Profit margin: 2.0% (down from 2.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Nov 03
AcadeMedia AB (publ) to Report Q4, 2026 Results on Aug 31, 2026 AcadeMedia AB (publ) announced that they will report Q4, 2026 results on Aug 31, 2026 Annuncio • Oct 24
AcadeMedia AB (publ) to Report Q3, 2026 Results on May 11, 2026 AcadeMedia AB (publ) announced that they will report Q3, 2026 results on May 11, 2026 Annuncio • Oct 17
AcadeMedia AB (publ) to Report Q2, 2026 Results on Feb 01, 2026 AcadeMedia AB (publ) announced that they will report Q2, 2026 results at 9:00 AM, Central European Standard Time on Feb 01, 2026 Recent Insider Transactions • Sep 21
Chief Financial Officer recently bought kr299k worth of stock On the 16th of September, Petter Sylvan bought around 3k shares on-market at roughly kr99.56 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Petter's only on-market trade for the last 12 months. Reported Earnings • Aug 31
Full year 2025 earnings released: EPS: kr8.14 (vs kr6.06 in FY 2024) Full year 2025 results: EPS: kr8.14 (up from kr6.06 in FY 2024). Revenue: kr19.0b (up 9.7% from FY 2024). Net income: kr821.0m (up 30% from FY 2024). Profit margin: 4.3% (up from 3.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Aug 29
Academedia AB (Publ) Proposes an Ordinary Dividend AcadeMedia AB (publ) Board proposed an ordinary dividend of SEK 2.25 (1.75) per share. Buy Or Sell Opportunity • Aug 14
Now 20% undervalued Over the last 90 days, the stock has risen 5.5% to kr87.05. The fair value is estimated to be kr109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 8.8%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 53% in the next 2 years. Buy Or Sell Opportunity • Jul 30
Now 21% undervalued Over the last 90 days, the stock has risen 12% to kr87.65. The fair value is estimated to be kr110, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 8.8%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 53% in the next 2 years. Annuncio • Jul 18
AcadeMedia AB (Publ) Provides Preliminary Financial Guidance for the Fourth Quarter of 2024-2025 AcadeMedia AB (publ) provided preliminary financial guidance for the fourth quarter of 2024-2025. The company’s net sales are anticipated to be SEK 5,120 million (4,856). Buy Or Sell Opportunity • Jul 02
Now 22% undervalued Over the last 90 days, the stock has risen 6.2% to kr84.10. The fair value is estimated to be kr108, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 8.8%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 53% in the next 2 years. Annuncio • May 16
AcadeMedia AB (publ), Annual General Meeting, Nov 26, 2025 AcadeMedia AB (publ), Annual General Meeting, Nov 26, 2025. Reported Earnings • May 09
Third quarter 2025 earnings released: EPS: kr2.38 (vs kr2.05 in 3Q 2024) Third quarter 2025 results: EPS: kr2.38 (up from kr2.05 in 3Q 2024). Revenue: kr5.04b (up 9.2% from 3Q 2024). Net income: kr241.0m (up 12% from 3Q 2024). Profit margin: 4.8% (up from 4.7% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • May 08
Now 21% undervalued Over the last 90 days, the stock has risen 7.2% to kr76.30. The fair value is estimated to be kr96.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has grown by 3.8%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 42% in the next 2 years. Annuncio • Apr 23
AcadeMedia AB (publ) (OM:ACAD) agreed to acquire Yes! Kinderopvang B.V. from the company founder. AcadeMedia AB (publ) (OM:ACAD) agreed to acquire Yes! Kinderopvang B.V. from the company founder on April 22, 2025. Following the acquisition, AcadeMedia’s operation in the Netherlands will consist of 32 preschools and 12 schools. Reported Earnings • Feb 07
Second quarter 2025 earnings released: EPS: kr1.76 (vs kr1.01 in 2Q 2024) Second quarter 2025 results: EPS: kr1.76 (up from kr1.01 in 2Q 2024). Revenue: kr5.03b (up 13% from 2Q 2024). Net income: kr179.0m (up 69% from 2Q 2024). Profit margin: 3.6% (up from 2.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 8% per year. Annuncio • Jan 23
AcadeMedia AB (publ) to Report Q2, 2025 Results on Feb 06, 2025 AcadeMedia AB (publ) announced that they will report Q2, 2025 results at 8:00 AM, Central European Standard Time on Feb 06, 2025 Annuncio • Jan 14
Academedia AB (Publ) Announces Executive Management Team Changes AcadeMedia is implementing an organisational change where Communcation is organised under HR director and member of the executive management team Lisa Oldmark. Since previously, Lisa Oldmark has responsibility for HR and Academy. Jonas Nordström, AcadeMedia’s Chief legal officer since 2018 will also join AcadeMedias executive management team with responsibilities including compliance and regulatory affairs. Jonas Nordström has a background as a judge at the Svea Court of Appeal and has held several managerial positions including Chief legal officer at the Swedish National Agency for Education where he was a member of the management team. Jonas Nordström holds a law degree from Lund University. In connection with this, Communications director Richard Sjöberg is leaving AcadeMedia and will return to consultancy work in his own company. Upcoming Dividend • Nov 22
Upcoming dividend of kr1.75 per share Eligible shareholders must have bought the stock before 29 November 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (2.1%). Reported Earnings • Oct 25
First quarter 2025 earnings released First quarter 2025 results: Revenue: kr3.84b (up 12% from 1Q 2024). Net income: kr80.0m (up 29% from 1Q 2024). Profit margin: 2.1% (up from 1.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Services industry in the United Kingdom. Declared Dividend • Aug 30
Dividend of kr1.75 announced Dividend of kr1.75 is the same as last year. Ex-date: 29th November 2024 Payment date: 5th December 2024 Dividend yield will be 2.7%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (6% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 29
Full year 2024 earnings released: EPS: kr5.99 (vs kr5.47 in FY 2023) Full year 2024 results: EPS: kr5.99 (up from kr5.47 in FY 2023). Revenue: kr17.3b (up 12% from FY 2023). Net income: kr632.0m (up 9.3% from FY 2023). Profit margin: 3.6% (down from 3.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 7% per year. Annuncio • Aug 28
Academedia AB (Publ) Proposes an Ordinary Dividend AcadeMedia AB (publ) proposed an ordinary dividend of SEK 1.75 (1.75) per share. Annuncio • May 18
AcadeMedia AB (publ), Annual General Meeting, Nov 28, 2024 AcadeMedia AB (publ), Annual General Meeting, Nov 28, 2024. Board Change • May 18
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 4 independent directors (6 non-independent directors). Independent Director Ann-Marie Begler was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Annuncio • May 17
AcadeMedia AB (publ) Announces Nomination Committee for the Agm 2024 AcadeMedia AB (publ) announced Nomination Committee for the Annual General Meeting on 28 November 2024 consists of: Rune Andersson, Mellby Gård; Mats J. Andersson, Nordea Fonder; Ola Wessel-Aas, Taiga Fund Management AS. Annuncio • Apr 09
AcadeMedia AB (publ) Appoints Richard Sjöberg as Head of Communications and Member of the Executive Management, 15 April 2024 AcadeMedia AB (publ) announced that Richard Sjöberg has been appointed Head of Communications and member of the executive management. He will assume the position on 15 April 2024. Richard Sjöberg has long and solid experience of managing communication functions in both the private and public sector. He comes most recently from Quattroporte, which he co-founded in 2005. Richard has also held senior communication roles at several international companies. Richard Sjöberg has a degree from Berghs School of Communication. Annuncio • Mar 15
AcadeMedia AB (publ) Announces CEO Changes, Effective from March 18, 2024 AcadeMedia announced that Group CEO Marcus Strömberg will return to office on 18 March 2024 after a temporary leave of absence for a planned surgery. Katarina Wilson, who has held the position of acting CEO during Marcus Strömberg's absence, will return to her role as deputy CEO at AcadeMedia. Annuncio • Feb 19
Akelius Foundation cancelled the acquisition of 24.4% stake in AcadeMedia AB (publ) (OM:ACAD) from Mellby Gård AB. Akelius Foundation entered into an agreement to acquire 24.4% stake in AcadeMedia AB (publ) (OM:ACAD) from Mellby Gård AB for approximately SEK 1.68 billion on February 13, 2024. The total purchase price amounts to approximately SEK 1.68 billion, corresponding to a price per share of SEK 65. Mellby Gård remains as holder of the shares in AcadeMedia until the approval has been received. Due to the fact that Akelius Foundation is based outside of Sweden, the transaction is conditional upon approval by the Swedish Inspectorate of Strategic Products (ISP). Such approval is expected to be received during the first half of 2024. The transaction is conditional upon receipt of relevant regulatory approvals. Akelius Foundation cancelled the acquisition of 24.4% stake in AcadeMedia AB (publ) (OM:ACAD) from Mellby Gård AB on February 18, 2024. The shares in AcadeMedia will therefore remain in Mellby Gård’s holding. Advokatfirman Cederquist KB acted as legal advisor to Mellby Gård AB. Reported Earnings • Feb 01
Second quarter 2024 earnings released: EPS: kr1.01 (vs kr1.16 in 2Q 2023) Second quarter 2024 results: EPS: kr1.01 (down from kr1.16 in 2Q 2023). Revenue: kr4.43b (up 9.7% from 2Q 2023). Net income: kr106.0m (down 2.8% from 2Q 2023). Profit margin: 2.4% (down from 2.7% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings. Annuncio • Jan 19
AcadeMedia AB (publ) Announces CEO Changes AcadeMedia AB (publ) announced that the Group CEO, Marcus Strömberg, as of 22 January is to take temporary leave of absence for a planned surgery. A shorter convalescence period will follow the surgery. Katarina Wilson, deputy CEO at AcadeMedia, is appointed acting CEO during Marcus Strömberg's absence. Katarina Wilson is deputy CEO since 1 July 2023. Katarina Wilson joined AcadeMedia in 2016 and has held the position as head of Group Finance and Business control (2016-2019) and CFO (2019-2023). Annuncio • Jan 15
AcadeMedia AB (publ) Appoints Petter Sylvan as CFO, Effective 4 March 2024 AcadeMedia AB (publ) announced Petter Sylvan has been appointed CFO and member of the executive management team at AcadeMedia. He will assume the position on 4 March 2024. Petter Sylvan is currently CFO at Avonova. Before that, he was at Profoto where he worked for 17 years, 15 of them as CFO. His responsibilities also included HR and IT. As CFO, he took Profoto to the stock exchange in 2021. Petter Sylvan has a master's degree in Automation Technology from Chalmers University of Technology in Gothenburg and an Executive MBA from Stockholm School of Economics. Annuncio • Dec 11
AcadeMedia AB (publ) Announces Resignation of Paula Hammerskog as Communications Director and Member of the Executive Management Team AcadeMedia AB (publ) announced Paula Hammerskog, communications director since 2012 and member of the executive management team, has decided to leave AcadeMedia. The process of recruiting a successor has begun and Paula Hammerskog will remain until a new communications director is appointed. After the employment ends, Paula will assist as a consultant to AcadeMedia, both as a senior advisor, and in operational situations where her experience and knowledge make a difference, but also work with other assignments outside of AcadeMedia. Board Change • Dec 08
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 5 independent directors (6 non-independent directors). Independent Director Ann-Marie Begler was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Annuncio • Nov 30
AcadeMedia AB (publ) Approves Board Changes AcadeMedia AB (publ) announced that at its AGM held on 30 November 2023, the shareholders elected Hilde Britt Mellbye and Marie Osberg as new board members. Håkan Sörman was elected as chairman of the board. Annuncio • Oct 28
Academedia AB (Publ) Board Proposes Dividend for the Financial Year 2022/23, Expected to Be Paid Out on 7 December 2023 The Board of Directors of AcadeMedia AB (publ) proposed to the Annual General Meeting that a dividend of SEK 1.75 SEK per share shall be distributed for the financial year 2022/23. The proposed record date for the dividend is 4 December 2023. If the Annual General Meeting resolves in accordance with the proposal, the dividend is expected to be paid out on 7 December 2023, through the agency of Euroclear Sweden AB. Reported Earnings • Oct 26
First quarter 2024 earnings released First quarter 2024 results: Revenue: kr3.43b (up 11% from 1Q 2023). Net income: kr62.0m (down 34% from 1Q 2023). Profit margin: 1.8% (down from 3.0% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Annuncio • Oct 05
AcadeMedia AB (publ) (OM:ACAD) acquired Berghs School of Communication AB from Mikael Kaunitz. AcadeMedia AB (publ) (OM:ACAD) acquired Berghs School of Communication AB from Mikael Kaunitz on October 4, 2023. Berghs had a turnover in 2022 of approximately SEK 84 million. Berghs to continue developing their business both in Sweden and internationally.AcadeMedia AB (publ) (OM:ACAD) completed the acquisition of Berghs School of Communication AB from Mikael Kaunitz on October 4, 2023. Reported Earnings • Aug 31
Full year 2023 earnings released: EPS: kr5.47 (vs kr5.73 in FY 2022) Full year 2023 results: EPS: kr5.47 (down from kr5.73 in FY 2022). Revenue: kr15.5b (up 8.4% from FY 2022). Net income: kr578.0m (down 4.5% from FY 2022). Profit margin: 3.7% (down from 4.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Annuncio • Jul 21
AcadeMedia AB (publ) Provides Preliminary Financial Guidance for the Fourth Quarter of 2023 AcadeMedia AB (publ) provided preliminary financial guidance for the fourth quarter of 2023. The company’s net sales increased by 9.0% in the fourth quarter and are anticipated to be SEK 4,200 million. Annuncio • Jun 27
AcadeMedia AB (publ), Annual General Meeting, Nov 30, 2023 AcadeMedia AB (publ), Annual General Meeting, Nov 30, 2023. Reported Earnings • May 06
Third quarter 2023 earnings released Third quarter 2023 results: Revenue: kr4.20b (up 10% from 3Q 2022). Net income: kr170.0m (up 9.7% from 3Q 2022). Profit margin: 4.1% (in line with 3Q 2022). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Services industry in the United Kingdom. Reported Earnings • Feb 05
Second quarter 2023 earnings released: EPS: kr1.16 (vs kr1.76 in 2Q 2022) Second quarter 2023 results: EPS: kr1.16 (down from kr1.76 in 2Q 2022). Revenue: kr4.04b (up 7.1% from 2Q 2022). Net income: kr109.0m (down 41% from 2Q 2022). Profit margin: 2.7% (down from 4.9% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Annuncio • Jan 19
AcadeMedia AB (publ) to Report First Half, 2023 Results on Feb 02, 2023 AcadeMedia AB (publ) announced that they will report first half, 2023 results on Feb 02, 2023 Recent Insider Transactions • Dec 03
Insider recently sold kr169k worth of stock On the 29th of November, Christer Hammar sold around 4k shares on-market at roughly kr47.28 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr74k more than they bought in the last 12 months. Upcoming Dividend • Nov 24
Upcoming dividend of kr1.75 per share Eligible shareholders must have bought the stock before 01 December 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of British dividend payers (5.7%). Higher than average of industry peers (2.8%). Reported Earnings • Oct 26
First quarter 2023 earnings released First quarter 2023 results: Revenue: kr3.10b (up 6.6% from 1Q 2022). Net income: kr94.0m (down 6.0% from 1Q 2022). Profit margin: 3.0% (down from 3.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Sep 12
Investor sentiment improved over the past week After last week's 17% share price gain to kr53.68, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Consumer Services industry in Europe. Total returns to shareholders of 25% over the past three years. Reported Earnings • Aug 30
Full year 2022 earnings released: EPS: kr5.73 (vs kr5.64 in FY 2021) Full year 2022 results: EPS: kr5.73 (up from kr5.64 in FY 2021). Revenue: kr14.3b (up 7.5% from FY 2021). Net income: kr605.0m (up 1.9% from FY 2021). Profit margin: 4.2% (down from 4.5% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.1%, compared to a 21% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Buying Opportunity • Jun 10
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 9.2%. The fair value is estimated to be kr62.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 25% in the next 2 years. Recent Insider Transactions • May 15
Independent Director recently bought kr95k worth of stock On the 11th of May, Pia Rudengren bought around 2k shares on-market at roughly kr47.50 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr1.1m more in shares than they have sold in the last 12 months. Reported Earnings • May 06
Second quarter 2022 earnings released: EPS: kr1.76 (vs kr1.26 in 2Q 2021) Second quarter 2022 results: EPS: kr1.76 (up from kr1.26 in 2Q 2021). Revenue: kr3.77b (up 9.8% from 2Q 2021). Net income: kr186.0m (up 40% from 2Q 2021). Profit margin: 4.9% (up from 3.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.8%, compared to a 31% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Buying Opportunity • May 06
Now 25% undervalued after recent price drop Over the last 90 days, the stock is down 8.1%. The fair value is estimated to be kr66.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 21% in the next 2 years. Board Change • Apr 27
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Independent Director Pia Rudengren was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Feb 02
Second quarter 2022 earnings: Revenues in line with analyst expectations Second quarter 2022 results: Revenue: kr3.77b (up 9.8% from 2Q 2021). Net income: kr186.0m (up 40% from 2Q 2021). Profit margin: 4.9% (up from 3.9% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.8%, compared to a 20% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Board Change • Dec 18
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Independent Director Pia Rudengren was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Executive Departure • Dec 02
Independent Director Anki Bystedt has left the company On the 30th of November, Anki Bystedt's tenure as Independent Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Anki's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.25 years. Upcoming Dividend • Nov 24
Upcoming dividend of kr1.75 per share Eligible shareholders must have bought the stock before 01 December 2021. Payment date: 07 December 2021. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (2.2%). Reported Earnings • Oct 30
First quarter 2022 earnings released The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: kr2.91b (up 10% from 1Q 2021). Net income: kr100.0m (up 9.9% from 1Q 2021). Profit margin: 3.4% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 13% per year. Recent Insider Transactions • Sep 25
Independent Chairman recently bought kr307k worth of stock On the 21st of September, Anders Bülow bought around 5k shares on-market at roughly kr61.30 per share. This was the largest purchase by an insider in the last 3 months. This was Anders' only on-market trade for the last 12 months. Reported Earnings • Sep 01
Full year 2021 earnings released: EPS kr5.64 (vs kr4.09 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: kr13.3b (up 8.7% from FY 2020). Net income: kr594.0m (up 38% from FY 2020). Profit margin: 4.5% (up from 3.5% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 07
Third quarter 2021 earnings released The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr3.59b (up 9.3% from 3Q 2020). Net income: kr190.0m (up 18% from 3Q 2020). Profit margin: 5.3% (up from 4.9% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Is New 90 Day High Low • Mar 03
New 90-day high: kr88.90 The company is up 9.0% from its price of kr81.80 on 03 December 2020. The British market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr232 per share. Recent Insider Transactions • Feb 18
President & CEO recently sold kr12m worth of stock On the 15th of February, Marcus Strömberg sold around 150k shares on-market at roughly kr83.07 per share. This was the largest sale by an insider in the last 3 months. This was Marcus' only on-market trade for the last 12 months. Analyst Estimate Surprise Post Earnings • Feb 05
Revenue misses expectations Revenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 8.9%, compared to a 9.6% growth forecast for the Consumer Services industry in the United Kingdom. Reported Earnings • Feb 05
Second quarter 2021 earnings released The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr3.44b (up 5.5% from 2Q 2020). Net income: kr133.0m (up 77% from 2Q 2020). Profit margin: 3.9% (up from 2.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Feb 03
New 90-day high: kr86.85 The company is up 9.0% from its price of kr80.00 on 05 November 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Services industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr264 per share. Executive Departure • Feb 03
Head of Communication & Public Affairs has left the company On the 1st of February, Annette Lilliestierna's tenure as Head of Communication & Public Affairs ended after 2.2 years in the role. We don't have any record of a personal shareholding under Annette's name. Annette is the only executive to leave the company over the last 12 months. Is New 90 Day High Low • Dec 30
New 90-day high: kr85.50 The company is up 16% from its price of kr73.90 on 01 October 2020. The British market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr260 per share. Is New 90 Day High Low • Nov 05
New 90-day high: kr80.00 The company is up 26% from its price of kr63.60 on 07 August 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr199 per share. Valuation Update With 7 Day Price Move • Nov 05
Market bids up stock over the past week After last week's 16% share price gain to kr80.00, the stock is trading at a trailing P/E ratio of 16.6x, up from the previous P/E ratio of 14.3x. This compares to an average P/E of 16x in the Consumer Services industry in Europe. Total returns to shareholders over the past three years are 37%. Reported Earnings • Oct 24
First quarter earnings released Over the last 12 months the company has reported total profits of kr506.0m, up 22% from the prior year. Total revenue was kr12.4b over the last 12 months, up 4.5% from the prior year. Analyst Estimate Surprise Post Earnings • Oct 24
First-quarter earnings released: Revenue misses expectations First-quarter revenue missed analyst estimates by 0.2% at kr2.64b. Revenue is forecast to grow 7.6% over the next year, compared to a 7.2% growth forecast for the Consumer Services industry in the United Kingdom. Is New 90 Day High Low • Oct 06
New 90-day high: kr78.70 The company is up 30% from its price of kr60.40 on 08 July 2020. The British market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Services industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr209 per share. Is New 90 Day High Low • Sep 18
New 90-day high: kr75.50 The company is up 20% from its price of kr63.10 on 18 June 2020. The British market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Consumer Services industry, which is also up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr203 per share.