View ValuationBetsson 将来の成長Future 基準チェック /26Betsson利益と収益がそれぞれ年間6.5%と5.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.7% 6.5%なると予測されています。主要情報6.5%収益成長率6.51%EPS成長率Hospitality 収益成長13.5%収益成長率5.2%将来の株主資本利益率15.69%アナリストカバレッジLow最終更新日20 Jul 2026今後の成長に関する最新情報お知らせ • Jan 16Betsson AB (Publ) Provides Earnings Guidance for the Fourth Quarter of 2025Betsson AB (publ) provided earnings guidance for the fourth quarter of 2025. For the quarter, company expect revenue to amount to EUR 304 million(MEUR) for the fourth quarter of 2025 (EUR 307 million in Fourth Quarter 2024). Operating income (EBIT) for the period is expected to be EUR 53 million(EUR 70 million in Fourth Quarter 2024).お知らせ • Jul 12Betsson AB (Publ) Provides Earnings Guidance for the Second Quarter 2023Betsson AB (publ) provided earnings guidance for the second quarter 2023. For the period, the company's is expected to be around EUR 235.5-237.5 million, which is the highestlevel ever for Betsson in a single quarter. Operating profit (EBIT) is estimated to be around EUR 53.5-55.0 million for the quarter, which is a new record and above the analyst consensus estimate for the period.すべての更新を表示Recent updatesお知らせ • Aug 04Betsson AB (publ) (OM:BETS B) acquired B2C business licensed in Canada from Rhino Entertainment Group Ltd.Betsson AB (publ) (OM:BETS B) has entered into an agreement to acquire B2C business licensed in Canada from Rhino Entertainment Group Ltd for €64.5 million on March 12, 2026. The total purchase price amounts to approximately €64.5 million with an upfront payment of €51.25 million at closing and a deferred payment of the remaining amount six months after closing. Betsson will finance the acquisition with existing cash resources. The acquisition scope includes several Rhino Group entities that collectively hold assets, licenses, personnel and operational capabilities related to Rhino’s B2C activities in Ontario and the rest of Canada. The target business currently serves Canadian customers and is well-positioned to expand into additional Canadian provinces as local regulatory frameworks continue to evolve. In addition to the B2C assets, Betsson will acquire Rhino’s proprietary front-end and middleware technology. This technology will strengthen Betsson’s B2B offering and is expected to drive incremental licensing revenue within Betsson’s B2B business. The transaction is consistent with Betsson’s strategy to generate shareholder value by investing in existing and new B2C markets and growing its B2B business. Completion of the deal is expected to take place after applicable regulatory clearances in the second or third quarter of 2026. The transaction corresponds to a multiple of approximately 4.7x EV/EBITDA based on proforma results for the target business during 2025. Gernandt & Danielsson Advokatbyrå KB acted as legal advisor for Betsson AB. Betsson AB (publ) (OM:BETS B) completed the acquisition of B2C business licensed in Canada from Rhino Entertainment Group Ltd on August 3, 2026.Reported Earnings • Jul 19Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: €310.2m (up 2.1% from 2Q 2025). Net income: €29.1m (down 41% from 2Q 2025). Profit margin: 9.4% (down from 16% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.New Risk • Jul 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Buy Or Sell Opportunity • Jun 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to kr89.00. The fair value is estimated to be kr113, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 4.5%. Revenue is forecast to grow by 8.4% in 2 years. Earnings are forecast to decline by 1.3% in the next 2 years.Declared Dividend • May 20Dividend of €0.33 announcedShareholders will receive a dividend of €0.33. Ex-date: 10th November 2026 Payment date: 18th November 2026 Dividend yield will be 4.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 3.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.1% over the next 3 years. However, it would need to fall by 35% to increase the payout ratio to a potentially unsustainable range.お知らせ • May 10Betsson AB (Publ) Approves Distribution, Payable on 19 May 2026 and 18 November 2026, RespectivelyBetsson AB (publ) at its Annual General Meeting held on 7 May 2026, approved to distribute EUR 0.66 per share, to be paid on two separate occasions of EUR 0.33 each. The record dates are 11 May 2026 and 11 November 2026. Payments are expected to be made, through Euroclear Sweden AB, on 19 May 2026 and 18 November 2026, respectively.Buy Or Sell Opportunity • May 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to kr91.70. The fair value is estimated to be kr115, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 4.5%. Revenue is forecast to grow by 8.8% in 2 years. Earnings are forecast to decline by 0.9% in the next 2 years.Upcoming Dividend • May 01Upcoming dividend of €0.33 per shareEligible shareholders must have bought the stock before 08 May 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 59% and the cash payout ratio is 75%. Trailing yield: 7.6%. Within top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.7%).New Risk • Apr 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Apr 26First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €285.3m (down 2.9% from 1Q 2025). Net income: €24.6m (down 49% from 1Q 2025). Profit margin: 8.6% (down from 16% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Mar 15CEO, President & Executive Director recently bought kr8.4m worth of stockOn the 12th of March, Pontus Lindwall bought around 85k shares on-market at roughly kr99.00 per share. This transaction amounted to 8.8% 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 Pontus' only on-market trade for the last 12 months.New Risk • Feb 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.09% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.09% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Feb 06Betsson AB (publ) Proposes Ordinary Dividend for 2025The Board of Directors of Betsson AB (publ) proposed an ordinary dividend of EUR 0.66 (0.657) per share for 2025.Reported Earnings • Feb 06Full year 2025 earnings released: EPS: €1.29 (vs €1.32 in FY 2024)Full year 2025 results: EPS: €1.29 (down from €1.32 in FY 2024). Revenue: €1.20b (up 8.2% from FY 2024). Net income: €177.4m (down 2.2% from FY 2024). Profit margin: 15% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 6% per year.Valuation Update With 7 Day Price Move • Jan 16Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to kr108, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 32% over the past three years.お知らせ • Jan 16Betsson AB (Publ) Provides Earnings Guidance for the Fourth Quarter of 2025Betsson AB (publ) provided earnings guidance for the fourth quarter of 2025. For the quarter, company expect revenue to amount to EUR 304 million(MEUR) for the fourth quarter of 2025 (EUR 307 million in Fourth Quarter 2024). Operating income (EBIT) for the period is expected to be EUR 53 million(EUR 70 million in Fourth Quarter 2024).Upcoming Dividend • Nov 04Upcoming dividend of €0.33 per shareEligible shareholders must have bought the stock before 11 November 2025. Payment date: 17 November 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of British dividend payers (5.4%). Higher than average of industry peers (2.2%).お知らせ • Nov 03Betsson AB (publ) (OM:BETS B) announces an Equity Buyback.Betsson AB (OM:BETS B) commences share repurchases on October 27, 2025, under the program mandated by the shareholders in the Annual General Meeting held on May 8, 2025. As per the mandate, the company is authorized to repurchase its series B shares, such that the company’s holding of own shares shall not at any given time exceed 10% of the total number of outstanding shares. The authorization is valid until the closing of the next Annual General Meeting. On October 24, 2025, the company announces a repurchases program. Under the program, the company will repurchases up to €40 million. The payment for shares will be made in cash. The program will commence from October 24, 2025 and valid no later than April 30, 2026.Recent Insider Transactions • Nov 01Director recently bought kr3.1m worth of stockOn the 27th of October, Peter Hamberg bought around 20k shares on-market at roughly kr153 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr1.3m more in shares than they bought in the last 12 months.Reported Earnings • Oct 26Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €295.8m (up 5.6% from 3Q 2024). Net income: €47.6m (up 11% from 3Q 2024). Profit margin: 16% (in line with 3Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in the United Kingdom.お知らせ • Oct 24+ 4 more updatesBetsson AB (publ), Annual General Meeting, May 07, 2026Betsson AB (publ), Annual General Meeting, May 07, 2026. Location: stockholm SwedenRecent Insider Transactions • Aug 20Chief Legal Officer recently sold kr974k worth of stockOn the 14th of August, Triin Toomemets-Krasnitski sold around 6k shares on-market at roughly kr157 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth kr2.2m. Insiders have been net sellers, collectively disposing of kr4.9m more than they bought in the last 12 months.New Risk • Aug 04New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: kr3.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (kr3.1m sold).Recent Insider Transactions • Aug 04Chief Financial Officer of Operations recently sold kr2.2m worth of stockOn the 1st of August, Kristian Saliba sold around 13k shares on-market at roughly kr164 per share. This transaction amounted to 21% 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 kr3.3m more than they bought in the last 12 months.Reported Earnings • Jul 19Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €303.7m (up 12% from 2Q 2024). Net income: €49.2m (up 8.1% from 2Q 2024). Profit margin: 16% (in line with 2Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Hospitality industry in the United Kingdom.Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 18Chief Legal Officer recently sold kr930k worth of stockOn the 15th of May, Triin Toomemets-Krasnitski sold around 5k shares on-market at roughly kr187 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr5.0m more than they sold in the last 12 months.お知らせ • May 08Betsson AB (Publ) Approves Distribution, Payable on May 12, 2025 and November 12, 2025Betsson AB (publ) resolved to approve the Board of Directors' proposal to distribute EUR 0.66 per share plus an additional EUR 0.10 to be paid at two separate occasions, each EUR 0.33, whereof the additional distribution of EUR 0.10 will be paid out in conjunction with the first payout occasion. The record day for the first pay out shall be 12 May 2025 and the record day for the second pay out occasion shall be Wednesday 12 November 2025.Upcoming Dividend • May 02Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 09 May 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (2.1%).Reported Earnings • Apr 06Full year 2024 earnings released: EPS: €1.32 (vs €1.29 in FY 2023)Full year 2024 results: EPS: €1.32 (up from €1.29 in FY 2023). Revenue: €1.11b (up 17% from FY 2023). Net income: €181.3m (up 2.3% from FY 2023). Profit margin: 16% (down from 19% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 07Full year 2024 earnings released: EPS: €1.48 (vs €1.29 in FY 2023)Full year 2024 results: EPS: €1.48 (up from €1.29 in FY 2023). Revenue: €1.11b (up 17% from FY 2023). Net income: €181.3m (up 2.3% from FY 2023). Profit margin: 16% (down from 19% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 07+ 1 more updateBetsson AB (publ) Proposes Special DividendThe Board of Directors of Betsson AB (publ) proposed a special dividend of EUR 0.10 per share.お知らせ • Feb 06Betsson AB (publ) to Report Fiscal Year 2024 Results on Apr 04, 2025Betsson AB (publ) announced that they will report fiscal year 2024 results at 9:00 AM, Central European Standard Time on Apr 04, 2025お知らせ • Jan 13Betsson AB (Publ) Announces Changes in ManagementBetsson AB (publ) announced two new roles, Operational CEO and Operational CFO, will form part of the Company's management. Jesper Svensson, Chief Executive Officer of Operations (Operational CEO) and Kristian Saliba, Chief Financial Officer of Operations (Operational CFO). Jesper Svensson and Kristian Saliba both have a long background in the Group in these roles.お知らせ • Oct 25Betsson AB (publ), Annual General Meeting, May 08, 2025Betsson AB (publ), Annual General Meeting, May 08, 2025. Location: stockholm. SwedenReported Earnings • Oct 24Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €280.1m (up 18% from 3Q 2023). Net income: €42.9m (down 10% from 3Q 2023). Profit margin: 15% (down from 20% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 24+ 3 more updatesBetsson AB (publ) to Report Q1, 2025 Results on Apr 29, 2025Betsson AB (publ) announced that they will report Q1, 2025 results on Apr 29, 2025New Risk • Oct 02New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 102% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (102% increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (102% cash payout ratio).Recent Insider Transactions • Sep 25Vice President of Legal recently sold kr377k worth of stockOn the 20th of September, Triin Toomemets-Krasnitski sold around 3k shares on-market at roughly kr127 per share. This transaction amounted to 51% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr13m more than they sold in the last 12 months.Recent Insider Transactions • Aug 11Independent Board Member recently bought kr219k worth of stockOn the 8th of August, Louise Nylen bought around 2k shares on-market at roughly kr123 per share. This transaction amounted to 80% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr6.0m. Insiders have collectively bought kr14m more in shares than they have sold in the last 12 months.Reported Earnings • Jul 22Second quarter 2024 earnings released: EPS: €0.33 (vs €0.37 in 2Q 2023)Second quarter 2024 results: EPS: €0.33 (down from €0.37 in 2Q 2023). Revenue: €271.5m (up 15% from 2Q 2023). Net income: €45.5m (down 9.4% from 2Q 2023). Profit margin: 17% (down from 21% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.Recent Insider Transactions • May 26Director recently bought kr6.0m worth of stockOn the 22nd of May, Tristan Sjöberg bought around 50k shares on-market at roughly kr120 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr14m more in shares than they have sold in the last 12 months.お知らせ • May 18Betsson AB (publ) Approves DividendThe Annual General Meeting 2024 of Betsson AB (publ) decided on two separate redemption procedures, totaling EUR 0.645 per share, to take place during 2024. The first redemption procedure is taking place between 21 May and 12 June 2024. The redemption amount of EUR 0.3225 per share will be paid to shareholders in SEK. The FX rate for the first redemption procedure has been determined at EUR/SEK: 11.6815 and the payout amount per share is SEK 3.77.Reported Earnings • Apr 28First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €248.2m (up 12% from 1Q 2023). Net income: €41.3m (up 9.5% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in the United Kingdom.Reported Earnings • Apr 07Full year 2023 earnings released: EPS: €1.29 (vs €0.87 in FY 2022)Full year 2023 results: EPS: €1.29 (up from €0.87 in FY 2022). Revenue: €948.2m (up 22% from FY 2022). Net income: €177.3m (up 48% from FY 2022). Profit margin: 19% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Hospitality 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 8% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 06Betsson AB (publ) to Report Q4, 2024 Results on Feb 13, 2025Betsson AB (publ) announced that they will report Q4, 2024 results on Feb 13, 2025Recent Insider Transactions • Feb 22Director recently bought kr5.7m worth of stockOn the 20th of February, Peter Hamberg bought around 53k shares on-market at roughly kr107 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr9.6m more in shares than they have sold in the last 12 months.お知らせ • Feb 20Betsson AB (publ) to Report Q3, 2024 Results on Oct 24, 2024Betsson AB (publ) announced that they will report Q3, 2024 results on Oct 24, 2024Reported Earnings • Feb 16Full year 2023 earnings released: EPS: €1.29 (vs €0.87 in FY 2022)Full year 2023 results: EPS: €1.29 (up from €0.87 in FY 2022). Revenue: €948.2m (up 22% from FY 2022). Net income: €177.3m (up 48% from FY 2022). Profit margin: 19% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.お知らせ • Feb 15Betsson AB (publ) Proposes DividendBetsson AB (publ) proposed to the Annual General Meeting that EUR 88.5 (59.7) million, corresponding to EUR 0.645 (0.436) per share, should be distributed to shareholders through an automatic redemption program. The Board proposes and the General Meeting decides on dividends in Euros whilst the distribution of dividends to shareholders is made in Swedish kronor (SEK). The record date for the distribution of dividends is also the date for setting the conversion rate from Euro to Swedish kronor. The Board has also submitted a proposal that the dividend will be paid in two equal parts, both through automatic redemption, with first payment in the second quarter and second payment in the fourth quarter of 2024.お知らせ • Dec 20Betsson AB (Publ) Announces Nomination CommitteeBetsson AB (publ) announced that the Nomination Committee of the following members: Jenny Rosberg, appointed by Hamberg Förvaltning AB, Ingela Kling, appointed by the Kling Family, and Mats Axell, appointed by Knutsson Holdings AB.お知らせ • Nov 28+ 1 more updateBetsson AB (publ) to Report Q2, 2024 Results on Jul 19, 2024Betsson AB (publ) announced that they will report Q2, 2024 results on Jul 19, 2024New Risk • Oct 29New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 101% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (101% increase in shares outstanding). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Oct 29Betsson AB (publ), Annual General Meeting, May 07, 2024Betsson AB (publ), Annual General Meeting, May 07, 2024.Reported Earnings • Oct 27Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €237.6m (up 19% from 3Q 2022). Net income: €47.7m (up 44% from 3Q 2022). Profit margin: 20% (up from 17% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom.Reported Earnings • Jul 20Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €236.8m (up 27% from 2Q 2022). Net income: €50.2m (up 72% from 2Q 2022). Profit margin: 21% (up from 16% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Hospitality industry in the United Kingdom.お知らせ • Jul 12Betsson AB (Publ) Provides Earnings Guidance for the Second Quarter 2023Betsson AB (publ) provided earnings guidance for the second quarter 2023. For the period, the company's is expected to be around EUR 235.5-237.5 million, which is the highestlevel ever for Betsson in a single quarter. Operating profit (EBIT) is estimated to be around EUR 53.5-55.0 million for the quarter, which is a new record and above the analyst consensus estimate for the period.お知らせ • Jun 16Betsson AB (publ) (OM:BETS B) agreed to acquire BetFirst for €120 million.Betsson AB (publ) (OM:BETS B) agreed to acquire BetFirst for €120 million on June 15, 2023. The total up-front consideration of the acquisition is €117 million on a cash and debt-free basis, payable in cash. Betsson may pay up to €3 million as earnout subject to certain conditions being met and subject to delivery on certain agreed financial targets. The initial consideration for the acquisition is equivalent to a multiple of 10.0x betFIRST’s estimated EBITDA for the financial year 2023. The consideration is all payable in cash. In the last financial year ending 31 December 2022, BetFIRST recorded net gaming revenue of €51.2 million and adjusted EBITDA of €10 million. Betsson to finance the acquisition with existing cash from its balance sheet and within existing credit facilitie. Completion of the acquisition of betFIRST is not conditional on regulatory approvals and is expected to occur on or around July 5, 2023. Lazard Ltd (NYSE:LAZ) acted as a financial advisor to Betsson AB. Gernandt & Danielsson Advokatbyrå KB, Van Bael & Bellis and Edson Legal acted as a legal advisor to Betsson AB.Recent Insider Transactions • Apr 30Independent Board Member recently bought kr243k worth of stockOn the 27th of April, Louise Nylen bought around 2k shares on-market at roughly kr109 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr343k more in shares than they have sold in the last 12 months.Reported Earnings • Feb 17Full year 2022 earnings released: EPS: €0.87 (vs €0.77 in FY 2021)Full year 2022 results: EPS: €0.87 (up from €0.77 in FY 2021). Revenue: €777.2m (up 20% from FY 2021). Net income: €119.6m (up 14% from FY 2021). Profit margin: 15% (in line with FY 2021). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: €0.24 (vs €0.21 in 3Q 2021)Third quarter 2022 results: EPS: €0.24 (up from €0.21 in 3Q 2021). Revenue: €200.3m (up 18% from 3Q 2021). Net income: €33.1m (up 11% from 3Q 2021). Profit margin: 17% (in line with 3Q 2021). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the United Kingdom.お知らせ • Oct 27+ 1 more updateBetsson AB to Report Q2, 2023 Results on Jul 20, 2023Betsson AB announced that they will report Q2, 2023 results on Jul 20, 2023Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improved over the past weekAfter last week's 17% share price gain to kr75.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 59% over the past three years.Reported Earnings • Jul 22Second quarter 2022 earnings released: EPS: €0.21 (vs €0.24 in 2Q 2021)Second quarter 2022 results: EPS: €0.21 (down from €0.24 in 2Q 2021). Revenue: €186.3m (up 7.8% from 2Q 2021). Net income: €29.2m (down 14% from 2Q 2021). Profit margin: 16% (down from 20% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 27% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year.Board Change • Jun 23High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • May 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 29First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €170.2m (up 9.4% from 1Q 2021). Net income: €21.2m (down 10% from 1Q 2021). Profit margin: 13% (down from 15% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.4%, compared to a 39% growth forecast for the 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 fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 11Full year 2021 earnings released: EPS: kr7.90 (vs kr7.32 in FY 2020)Full year 2021 results: EPS: kr7.90 (up from kr7.32 in FY 2020). Revenue: kr6.67b (up 4.4% from FY 2020). Net income: kr1.08b (up 7.3% from FY 2020). Profit margin: 16% (in line with FY 2020). Over the next year, revenue is forecast to grow 3.7%, compared to a 38% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr7.90 (up from kr7.32 in FY 2020). Revenue: kr6.67b (up 4.4% from FY 2020). Net income: kr1.08b (up 7.3% from FY 2020). Profit margin: 16% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 39% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Board Change • Nov 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Director Fredrik Carlsson is the most experienced director on the board, commencing their role in 2017. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Oct 30Executive Director recently bought kr1.2m worth of stockOn the 28th of October, Pontus Lindwall bought around 20k shares on-market at roughly kr57.60 per share. In the last 3 months, they made an even bigger purchase worth kr1.5m. Insiders have collectively bought kr1.1m more in shares than they have sold in the last 12 months.Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS kr2.22 (vs kr2.22 in 3Q 2020)The company reported a solid third quarter result with improved revenues, although earnings and profit margins were flat. Third quarter 2021 results: Revenue: kr1.73b (up 3.4% from 3Q 2020). Net income: kr303.2m (flat on 3Q 2020). Profit margin: 18% (in line with 3Q 2020). 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 10% per year, which means it is significantly lagging earnings.Executive Departure • Oct 01Independent Chairman Patrick Svensk has left the companyOn the 23rd of September, Patrick Svensk's tenure as Independent Chairman ended after 4.1 years in the role. As of June 2021, Patrick still personally held 16.50k shares (kr1.2m worth at the time). Patrick is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.58 years.Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr73.14, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 25x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr133 per share.Recent Insider Transactions • Sep 29CEO & President recently sold kr1.7m worth of stockOn the 23rd of September, Pontus Lindwall sold around 20k shares on-market at roughly kr86.27 per share. This was the largest sale by an insider in the last 3 months. Pontus has been a seller over the last 12 months, reducing personal holdings by kr248k.Executive Departure • Sep 24Independent Chairman Patrick Svensk has left the companyOn the 23rd of September, Patrick Svensk's tenure as Independent Chairman ended. As of June 2021, Patrick still personally held 16.50k shares (kr1.2m worth at the time). Patrick is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.17 years.Recent Insider Transactions • Aug 15CEO & President recently bought kr1.5m worth of stockOn the 12th of August, Pontus Lindwall bought around 20k shares on-market at roughly kr73.85 per share. This was the largest purchase by an insider in the last 3 months. This was Pontus' only on-market trade for the last 12 months.Reported Earnings • Jul 23Second quarter 2021 earnings released: EPS kr2.54 (vs kr1.40 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr1.75b (up 14% from 2Q 2020). Net income: kr345.1m (up 80% from 2Q 2020). Profit margin: 20% (up from 13% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.Reported Earnings • May 01First quarter 2021 earnings released: EPS kr1.76 (vs kr1.68 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: kr1.59b (up 12% from 1Q 2020). Net income: kr242.2m (up 5.5% from 1Q 2020). Profit margin: 15% (down from 16% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 02Full year 2020 earnings released: EPS kr7.32 (vs kr5.69 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: kr6.39b (up 24% from FY 2019). Net income: kr1.01b (up 28% from FY 2019). Profit margin: 16% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improved over the past weekAfter last week's 19% share price gain to kr84.80, the stock is trading at a trailing P/E ratio of 9.4x, up from the previous P/E ratio of 7.9x. This compares to an average P/E of 52x in the Hospitality industry in the United Kingdom. Total returns to shareholders over the past three years are 22%.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr84.80, the stock is trading at a trailing P/E ratio of 9.6x, up from the previous P/E ratio of 8.3x. This compares to an average P/E of 49x in the Hospitality industry in the United Kingdom. Total returns to shareholders over the past three years are 24%.Reported Earnings • Feb 11Full year 2020 earnings released: EPS kr7.37 (vs kr5.69 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: kr6.39b (up 24% from FY 2019). Net income: kr1.01b (up 28% from FY 2019). Profit margin: 16% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 11Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 9.8% while theHospitality industry in the United Kingdom is not expected to grow.Is New 90 Day High Low • Jan 06New 90-day high: kr77.37The company is up 13% from its price of kr68.63 on 08 October 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality 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 kr110 per share.Is New 90 Day High Low • Nov 27New 90-day high: kr74.44The company is up 2.0% from its price of kr72.90 on 28 August 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr99.91 per share.業績と収益の成長予測LSE:0A37 - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,354150163228312/31/20271,281137149212312/31/20261,21312012618636/30/20261,195134138207N/A3/31/20261,189154119187N/A12/31/20251,197177151216N/A9/30/20251,200196224277N/A6/30/20251,184192223275N/A3/31/20251,152188260309N/A12/31/20241,107181223273N/A9/30/20241,052172192236N/A6/30/20241,009176176218N/A3/31/2024975181189232N/A12/31/2023948177189230N/A9/30/2023917172218258N/A6/30/2023880157213252N/A3/31/2023829136163201N/A12/31/2022777120143179N/A9/30/202271410283117N/A6/30/20226849986120N/A3/31/2022671104106138N/A12/31/2021658106112144N/A9/30/2021674116117152N/A6/30/2021669116123160N/A3/31/2021643100101136N/A12/31/2020636100101138N/A9/30/202056388103133N/A6/30/20205277788116N/A3/31/202048272N/A115N/A12/31/201949275N/A110N/A9/30/201949684N/A112N/A6/30/201951897N/A123N/A3/31/2019531107N/A113N/A12/31/2018534106N/A125N/A9/30/201850893N/A122N/A6/30/201847781N/A104N/A3/31/201846974N/A103N/A12/31/201747980N/A96N/A9/30/201747686N/A104N/A6/30/201746493N/A112N/A3/31/201744190N/A109N/A12/31/201642992N/A122N/A9/30/201641982N/A116N/A6/30/201642084N/A131N/A3/31/201642091N/A136N/A12/31/201540691N/A126N/A9/30/201537398N/A111N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 0A37の予測収益成長率 (年間6.5% ) は 貯蓄率 ( 3.6% ) を上回っています。収益対市場: 0A37の収益 ( 6.5% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。高成長収益: 0A37の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 0A37の収益 ( 5.2% ) UK市場 ( 3.9% ) よりも速いペースで成長すると予測されています。高い収益成長: 0A37の収益 ( 5.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0A37の 自己資本利益率 は、3年後には低くなると予測されています ( 15.7 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/08/13 16:33終値2026/08/13 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Betsson AB (publ) 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関null nullABG Sundal CollierHenrik BarkABG Sundal Collier SponsoredJack CummingsBerenberg6 その他のアナリストを表示
お知らせ • Jan 16Betsson AB (Publ) Provides Earnings Guidance for the Fourth Quarter of 2025Betsson AB (publ) provided earnings guidance for the fourth quarter of 2025. For the quarter, company expect revenue to amount to EUR 304 million(MEUR) for the fourth quarter of 2025 (EUR 307 million in Fourth Quarter 2024). Operating income (EBIT) for the period is expected to be EUR 53 million(EUR 70 million in Fourth Quarter 2024).
お知らせ • Jul 12Betsson AB (Publ) Provides Earnings Guidance for the Second Quarter 2023Betsson AB (publ) provided earnings guidance for the second quarter 2023. For the period, the company's is expected to be around EUR 235.5-237.5 million, which is the highestlevel ever for Betsson in a single quarter. Operating profit (EBIT) is estimated to be around EUR 53.5-55.0 million for the quarter, which is a new record and above the analyst consensus estimate for the period.
お知らせ • Aug 04Betsson AB (publ) (OM:BETS B) acquired B2C business licensed in Canada from Rhino Entertainment Group Ltd.Betsson AB (publ) (OM:BETS B) has entered into an agreement to acquire B2C business licensed in Canada from Rhino Entertainment Group Ltd for €64.5 million on March 12, 2026. The total purchase price amounts to approximately €64.5 million with an upfront payment of €51.25 million at closing and a deferred payment of the remaining amount six months after closing. Betsson will finance the acquisition with existing cash resources. The acquisition scope includes several Rhino Group entities that collectively hold assets, licenses, personnel and operational capabilities related to Rhino’s B2C activities in Ontario and the rest of Canada. The target business currently serves Canadian customers and is well-positioned to expand into additional Canadian provinces as local regulatory frameworks continue to evolve. In addition to the B2C assets, Betsson will acquire Rhino’s proprietary front-end and middleware technology. This technology will strengthen Betsson’s B2B offering and is expected to drive incremental licensing revenue within Betsson’s B2B business. The transaction is consistent with Betsson’s strategy to generate shareholder value by investing in existing and new B2C markets and growing its B2B business. Completion of the deal is expected to take place after applicable regulatory clearances in the second or third quarter of 2026. The transaction corresponds to a multiple of approximately 4.7x EV/EBITDA based on proforma results for the target business during 2025. Gernandt & Danielsson Advokatbyrå KB acted as legal advisor for Betsson AB. Betsson AB (publ) (OM:BETS B) completed the acquisition of B2C business licensed in Canada from Rhino Entertainment Group Ltd on August 3, 2026.
Reported Earnings • Jul 19Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: €310.2m (up 2.1% from 2Q 2025). Net income: €29.1m (down 41% from 2Q 2025). Profit margin: 9.4% (down from 16% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
New Risk • Jul 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Buy Or Sell Opportunity • Jun 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to kr89.00. The fair value is estimated to be kr113, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 4.5%. Revenue is forecast to grow by 8.4% in 2 years. Earnings are forecast to decline by 1.3% in the next 2 years.
Declared Dividend • May 20Dividend of €0.33 announcedShareholders will receive a dividend of €0.33. Ex-date: 10th November 2026 Payment date: 18th November 2026 Dividend yield will be 4.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 3.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.1% over the next 3 years. However, it would need to fall by 35% to increase the payout ratio to a potentially unsustainable range.
お知らせ • May 10Betsson AB (Publ) Approves Distribution, Payable on 19 May 2026 and 18 November 2026, RespectivelyBetsson AB (publ) at its Annual General Meeting held on 7 May 2026, approved to distribute EUR 0.66 per share, to be paid on two separate occasions of EUR 0.33 each. The record dates are 11 May 2026 and 11 November 2026. Payments are expected to be made, through Euroclear Sweden AB, on 19 May 2026 and 18 November 2026, respectively.
Buy Or Sell Opportunity • May 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to kr91.70. The fair value is estimated to be kr115, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 4.5%. Revenue is forecast to grow by 8.8% in 2 years. Earnings are forecast to decline by 0.9% in the next 2 years.
Upcoming Dividend • May 01Upcoming dividend of €0.33 per shareEligible shareholders must have bought the stock before 08 May 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 59% and the cash payout ratio is 75%. Trailing yield: 7.6%. Within top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.7%).
New Risk • Apr 27New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Apr 26First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: €285.3m (down 2.9% from 1Q 2025). Net income: €24.6m (down 49% from 1Q 2025). Profit margin: 8.6% (down from 16% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Mar 15CEO, President & Executive Director recently bought kr8.4m worth of stockOn the 12th of March, Pontus Lindwall bought around 85k shares on-market at roughly kr99.00 per share. This transaction amounted to 8.8% 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 Pontus' only on-market trade for the last 12 months.
New Risk • Feb 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.09% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.09% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Feb 06Betsson AB (publ) Proposes Ordinary Dividend for 2025The Board of Directors of Betsson AB (publ) proposed an ordinary dividend of EUR 0.66 (0.657) per share for 2025.
Reported Earnings • Feb 06Full year 2025 earnings released: EPS: €1.29 (vs €1.32 in FY 2024)Full year 2025 results: EPS: €1.29 (down from €1.32 in FY 2024). Revenue: €1.20b (up 8.2% from FY 2024). Net income: €177.4m (down 2.2% from FY 2024). Profit margin: 15% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 6% per year.
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to kr108, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 32% over the past three years.
お知らせ • Jan 16Betsson AB (Publ) Provides Earnings Guidance for the Fourth Quarter of 2025Betsson AB (publ) provided earnings guidance for the fourth quarter of 2025. For the quarter, company expect revenue to amount to EUR 304 million(MEUR) for the fourth quarter of 2025 (EUR 307 million in Fourth Quarter 2024). Operating income (EBIT) for the period is expected to be EUR 53 million(EUR 70 million in Fourth Quarter 2024).
Upcoming Dividend • Nov 04Upcoming dividend of €0.33 per shareEligible shareholders must have bought the stock before 11 November 2025. Payment date: 17 November 2025. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of British dividend payers (5.4%). Higher than average of industry peers (2.2%).
お知らせ • Nov 03Betsson AB (publ) (OM:BETS B) announces an Equity Buyback.Betsson AB (OM:BETS B) commences share repurchases on October 27, 2025, under the program mandated by the shareholders in the Annual General Meeting held on May 8, 2025. As per the mandate, the company is authorized to repurchase its series B shares, such that the company’s holding of own shares shall not at any given time exceed 10% of the total number of outstanding shares. The authorization is valid until the closing of the next Annual General Meeting. On October 24, 2025, the company announces a repurchases program. Under the program, the company will repurchases up to €40 million. The payment for shares will be made in cash. The program will commence from October 24, 2025 and valid no later than April 30, 2026.
Recent Insider Transactions • Nov 01Director recently bought kr3.1m worth of stockOn the 27th of October, Peter Hamberg bought around 20k shares on-market at roughly kr153 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr1.3m more in shares than they bought in the last 12 months.
Reported Earnings • Oct 26Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: €295.8m (up 5.6% from 3Q 2024). Net income: €47.6m (up 11% from 3Q 2024). Profit margin: 16% (in line with 3Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in the United Kingdom.
お知らせ • Oct 24+ 4 more updatesBetsson AB (publ), Annual General Meeting, May 07, 2026Betsson AB (publ), Annual General Meeting, May 07, 2026. Location: stockholm Sweden
Recent Insider Transactions • Aug 20Chief Legal Officer recently sold kr974k worth of stockOn the 14th of August, Triin Toomemets-Krasnitski sold around 6k shares on-market at roughly kr157 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth kr2.2m. Insiders have been net sellers, collectively disposing of kr4.9m more than they bought in the last 12 months.
New Risk • Aug 04New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: kr3.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (kr3.1m sold).
Recent Insider Transactions • Aug 04Chief Financial Officer of Operations recently sold kr2.2m worth of stockOn the 1st of August, Kristian Saliba sold around 13k shares on-market at roughly kr164 per share. This transaction amounted to 21% 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 kr3.3m more than they bought in the last 12 months.
Reported Earnings • Jul 19Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €303.7m (up 12% from 2Q 2024). Net income: €49.2m (up 8.1% from 2Q 2024). Profit margin: 16% (in line with 2Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Hospitality industry in the United Kingdom.
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 18Chief Legal Officer recently sold kr930k worth of stockOn the 15th of May, Triin Toomemets-Krasnitski sold around 5k shares on-market at roughly kr187 per share. This transaction amounted to 8.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr5.0m more than they sold in the last 12 months.
お知らせ • May 08Betsson AB (Publ) Approves Distribution, Payable on May 12, 2025 and November 12, 2025Betsson AB (publ) resolved to approve the Board of Directors' proposal to distribute EUR 0.66 per share plus an additional EUR 0.10 to be paid at two separate occasions, each EUR 0.33, whereof the additional distribution of EUR 0.10 will be paid out in conjunction with the first payout occasion. The record day for the first pay out shall be 12 May 2025 and the record day for the second pay out occasion shall be Wednesday 12 November 2025.
Upcoming Dividend • May 02Upcoming dividend of €0.43 per shareEligible shareholders must have bought the stock before 09 May 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of British dividend payers (6.0%). Higher than average of industry peers (2.1%).
Reported Earnings • Apr 06Full year 2024 earnings released: EPS: €1.32 (vs €1.29 in FY 2023)Full year 2024 results: EPS: €1.32 (up from €1.29 in FY 2023). Revenue: €1.11b (up 17% from FY 2023). Net income: €181.3m (up 2.3% from FY 2023). Profit margin: 16% (down from 19% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 07Full year 2024 earnings released: EPS: €1.48 (vs €1.29 in FY 2023)Full year 2024 results: EPS: €1.48 (up from €1.29 in FY 2023). Revenue: €1.11b (up 17% from FY 2023). Net income: €181.3m (up 2.3% from FY 2023). Profit margin: 16% (down from 19% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 07+ 1 more updateBetsson AB (publ) Proposes Special DividendThe Board of Directors of Betsson AB (publ) proposed a special dividend of EUR 0.10 per share.
お知らせ • Feb 06Betsson AB (publ) to Report Fiscal Year 2024 Results on Apr 04, 2025Betsson AB (publ) announced that they will report fiscal year 2024 results at 9:00 AM, Central European Standard Time on Apr 04, 2025
お知らせ • Jan 13Betsson AB (Publ) Announces Changes in ManagementBetsson AB (publ) announced two new roles, Operational CEO and Operational CFO, will form part of the Company's management. Jesper Svensson, Chief Executive Officer of Operations (Operational CEO) and Kristian Saliba, Chief Financial Officer of Operations (Operational CFO). Jesper Svensson and Kristian Saliba both have a long background in the Group in these roles.
お知らせ • Oct 25Betsson AB (publ), Annual General Meeting, May 08, 2025Betsson AB (publ), Annual General Meeting, May 08, 2025. Location: stockholm. Sweden
Reported Earnings • Oct 24Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: €280.1m (up 18% from 3Q 2023). Net income: €42.9m (down 10% from 3Q 2023). Profit margin: 15% (down from 20% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 24+ 3 more updatesBetsson AB (publ) to Report Q1, 2025 Results on Apr 29, 2025Betsson AB (publ) announced that they will report Q1, 2025 results on Apr 29, 2025
New Risk • Oct 02New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 102% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (102% increase in shares outstanding). Minor Risk Dividend is not well covered by cash flows (102% cash payout ratio).
Recent Insider Transactions • Sep 25Vice President of Legal recently sold kr377k worth of stockOn the 20th of September, Triin Toomemets-Krasnitski sold around 3k shares on-market at roughly kr127 per share. This transaction amounted to 51% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr13m more than they sold in the last 12 months.
Recent Insider Transactions • Aug 11Independent Board Member recently bought kr219k worth of stockOn the 8th of August, Louise Nylen bought around 2k shares on-market at roughly kr123 per share. This transaction amounted to 80% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr6.0m. Insiders have collectively bought kr14m more in shares than they have sold in the last 12 months.
Reported Earnings • Jul 22Second quarter 2024 earnings released: EPS: €0.33 (vs €0.37 in 2Q 2023)Second quarter 2024 results: EPS: €0.33 (down from €0.37 in 2Q 2023). Revenue: €271.5m (up 15% from 2Q 2023). Net income: €45.5m (down 9.4% from 2Q 2023). Profit margin: 17% (down from 21% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.
Recent Insider Transactions • May 26Director recently bought kr6.0m worth of stockOn the 22nd of May, Tristan Sjöberg bought around 50k shares on-market at roughly kr120 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr14m more in shares than they have sold in the last 12 months.
お知らせ • May 18Betsson AB (publ) Approves DividendThe Annual General Meeting 2024 of Betsson AB (publ) decided on two separate redemption procedures, totaling EUR 0.645 per share, to take place during 2024. The first redemption procedure is taking place between 21 May and 12 June 2024. The redemption amount of EUR 0.3225 per share will be paid to shareholders in SEK. The FX rate for the first redemption procedure has been determined at EUR/SEK: 11.6815 and the payout amount per share is SEK 3.77.
Reported Earnings • Apr 28First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: €248.2m (up 12% from 1Q 2023). Net income: €41.3m (up 9.5% from 1Q 2023). Profit margin: 17% (in line with 1Q 2023). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Hospitality industry in the United Kingdom.
Reported Earnings • Apr 07Full year 2023 earnings released: EPS: €1.29 (vs €0.87 in FY 2022)Full year 2023 results: EPS: €1.29 (up from €0.87 in FY 2022). Revenue: €948.2m (up 22% from FY 2022). Net income: €177.3m (up 48% from FY 2022). Profit margin: 19% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Hospitality 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 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 06Betsson AB (publ) to Report Q4, 2024 Results on Feb 13, 2025Betsson AB (publ) announced that they will report Q4, 2024 results on Feb 13, 2025
Recent Insider Transactions • Feb 22Director recently bought kr5.7m worth of stockOn the 20th of February, Peter Hamberg bought around 53k shares on-market at roughly kr107 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr9.6m more in shares than they have sold in the last 12 months.
お知らせ • Feb 20Betsson AB (publ) to Report Q3, 2024 Results on Oct 24, 2024Betsson AB (publ) announced that they will report Q3, 2024 results on Oct 24, 2024
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: €1.29 (vs €0.87 in FY 2022)Full year 2023 results: EPS: €1.29 (up from €0.87 in FY 2022). Revenue: €948.2m (up 22% from FY 2022). Net income: €177.3m (up 48% from FY 2022). Profit margin: 19% (up from 15% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Feb 15Betsson AB (publ) Proposes DividendBetsson AB (publ) proposed to the Annual General Meeting that EUR 88.5 (59.7) million, corresponding to EUR 0.645 (0.436) per share, should be distributed to shareholders through an automatic redemption program. The Board proposes and the General Meeting decides on dividends in Euros whilst the distribution of dividends to shareholders is made in Swedish kronor (SEK). The record date for the distribution of dividends is also the date for setting the conversion rate from Euro to Swedish kronor. The Board has also submitted a proposal that the dividend will be paid in two equal parts, both through automatic redemption, with first payment in the second quarter and second payment in the fourth quarter of 2024.
お知らせ • Dec 20Betsson AB (Publ) Announces Nomination CommitteeBetsson AB (publ) announced that the Nomination Committee of the following members: Jenny Rosberg, appointed by Hamberg Förvaltning AB, Ingela Kling, appointed by the Kling Family, and Mats Axell, appointed by Knutsson Holdings AB.
お知らせ • Nov 28+ 1 more updateBetsson AB (publ) to Report Q2, 2024 Results on Jul 19, 2024Betsson AB (publ) announced that they will report Q2, 2024 results on Jul 19, 2024
New Risk • Oct 29New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 101% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (101% increase in shares outstanding). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Oct 29Betsson AB (publ), Annual General Meeting, May 07, 2024Betsson AB (publ), Annual General Meeting, May 07, 2024.
Reported Earnings • Oct 27Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: €237.6m (up 19% from 3Q 2022). Net income: €47.7m (up 44% from 3Q 2022). Profit margin: 20% (up from 17% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in the United Kingdom.
Reported Earnings • Jul 20Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: €236.8m (up 27% from 2Q 2022). Net income: €50.2m (up 72% from 2Q 2022). Profit margin: 21% (up from 16% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Hospitality industry in the United Kingdom.
お知らせ • Jul 12Betsson AB (Publ) Provides Earnings Guidance for the Second Quarter 2023Betsson AB (publ) provided earnings guidance for the second quarter 2023. For the period, the company's is expected to be around EUR 235.5-237.5 million, which is the highestlevel ever for Betsson in a single quarter. Operating profit (EBIT) is estimated to be around EUR 53.5-55.0 million for the quarter, which is a new record and above the analyst consensus estimate for the period.
お知らせ • Jun 16Betsson AB (publ) (OM:BETS B) agreed to acquire BetFirst for €120 million.Betsson AB (publ) (OM:BETS B) agreed to acquire BetFirst for €120 million on June 15, 2023. The total up-front consideration of the acquisition is €117 million on a cash and debt-free basis, payable in cash. Betsson may pay up to €3 million as earnout subject to certain conditions being met and subject to delivery on certain agreed financial targets. The initial consideration for the acquisition is equivalent to a multiple of 10.0x betFIRST’s estimated EBITDA for the financial year 2023. The consideration is all payable in cash. In the last financial year ending 31 December 2022, BetFIRST recorded net gaming revenue of €51.2 million and adjusted EBITDA of €10 million. Betsson to finance the acquisition with existing cash from its balance sheet and within existing credit facilitie. Completion of the acquisition of betFIRST is not conditional on regulatory approvals and is expected to occur on or around July 5, 2023. Lazard Ltd (NYSE:LAZ) acted as a financial advisor to Betsson AB. Gernandt & Danielsson Advokatbyrå KB, Van Bael & Bellis and Edson Legal acted as a legal advisor to Betsson AB.
Recent Insider Transactions • Apr 30Independent Board Member recently bought kr243k worth of stockOn the 27th of April, Louise Nylen bought around 2k shares on-market at roughly kr109 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr343k more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 17Full year 2022 earnings released: EPS: €0.87 (vs €0.77 in FY 2021)Full year 2022 results: EPS: €0.87 (up from €0.77 in FY 2021). Revenue: €777.2m (up 20% from FY 2021). Net income: €119.6m (up 14% from FY 2021). Profit margin: 15% (in line with FY 2021). Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: €0.24 (vs €0.21 in 3Q 2021)Third quarter 2022 results: EPS: €0.24 (up from €0.21 in 3Q 2021). Revenue: €200.3m (up 18% from 3Q 2021). Net income: €33.1m (up 11% from 3Q 2021). Profit margin: 17% (in line with 3Q 2021). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in the United Kingdom.
お知らせ • Oct 27+ 1 more updateBetsson AB to Report Q2, 2023 Results on Jul 20, 2023Betsson AB announced that they will report Q2, 2023 results on Jul 20, 2023
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improved over the past weekAfter last week's 17% share price gain to kr75.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 59% over the past three years.
Reported Earnings • Jul 22Second quarter 2022 earnings released: EPS: €0.21 (vs €0.24 in 2Q 2021)Second quarter 2022 results: EPS: €0.21 (down from €0.24 in 2Q 2021). Revenue: €186.3m (up 7.8% from 2Q 2021). Net income: €29.2m (down 14% from 2Q 2021). Profit margin: 16% (down from 20% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 27% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year.
Board Change • Jun 23High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Board Member Louise Nylen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 29First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: €170.2m (up 9.4% from 1Q 2021). Net income: €21.2m (down 10% from 1Q 2021). Profit margin: 13% (down from 15% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.4%, compared to a 39% growth forecast for the 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 fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 11Full year 2021 earnings released: EPS: kr7.90 (vs kr7.32 in FY 2020)Full year 2021 results: EPS: kr7.90 (up from kr7.32 in FY 2020). Revenue: kr6.67b (up 4.4% from FY 2020). Net income: kr1.08b (up 7.3% from FY 2020). Profit margin: 16% (in line with FY 2020). Over the next year, revenue is forecast to grow 3.7%, compared to a 38% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr7.90 (up from kr7.32 in FY 2020). Revenue: kr6.67b (up 4.4% from FY 2020). Net income: kr1.08b (up 7.3% from FY 2020). Profit margin: 16% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to stay flat compared to a 39% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Board Change • Nov 02High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Director Fredrik Carlsson is the most experienced director on the board, commencing their role in 2017. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Oct 30Executive Director recently bought kr1.2m worth of stockOn the 28th of October, Pontus Lindwall bought around 20k shares on-market at roughly kr57.60 per share. In the last 3 months, they made an even bigger purchase worth kr1.5m. Insiders have collectively bought kr1.1m more in shares than they have sold in the last 12 months.
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS kr2.22 (vs kr2.22 in 3Q 2020)The company reported a solid third quarter result with improved revenues, although earnings and profit margins were flat. Third quarter 2021 results: Revenue: kr1.73b (up 3.4% from 3Q 2020). Net income: kr303.2m (flat on 3Q 2020). Profit margin: 18% (in line with 3Q 2020). 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 10% per year, which means it is significantly lagging earnings.
Executive Departure • Oct 01Independent Chairman Patrick Svensk has left the companyOn the 23rd of September, Patrick Svensk's tenure as Independent Chairman ended after 4.1 years in the role. As of June 2021, Patrick still personally held 16.50k shares (kr1.2m worth at the time). Patrick is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.58 years.
Valuation Update With 7 Day Price Move • Sep 29Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr73.14, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 25x in the Hospitality industry in the United Kingdom. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr133 per share.
Recent Insider Transactions • Sep 29CEO & President recently sold kr1.7m worth of stockOn the 23rd of September, Pontus Lindwall sold around 20k shares on-market at roughly kr86.27 per share. This was the largest sale by an insider in the last 3 months. Pontus has been a seller over the last 12 months, reducing personal holdings by kr248k.
Executive Departure • Sep 24Independent Chairman Patrick Svensk has left the companyOn the 23rd of September, Patrick Svensk's tenure as Independent Chairman ended. As of June 2021, Patrick still personally held 16.50k shares (kr1.2m worth at the time). Patrick is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.17 years.
Recent Insider Transactions • Aug 15CEO & President recently bought kr1.5m worth of stockOn the 12th of August, Pontus Lindwall bought around 20k shares on-market at roughly kr73.85 per share. This was the largest purchase by an insider in the last 3 months. This was Pontus' only on-market trade for the last 12 months.
Reported Earnings • Jul 23Second quarter 2021 earnings released: EPS kr2.54 (vs kr1.40 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr1.75b (up 14% from 2Q 2020). Net income: kr345.1m (up 80% from 2Q 2020). Profit margin: 20% (up from 13% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year.
Reported Earnings • May 01First quarter 2021 earnings released: EPS kr1.76 (vs kr1.68 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: kr1.59b (up 12% from 1Q 2020). Net income: kr242.2m (up 5.5% from 1Q 2020). Profit margin: 15% (down from 16% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 02Full year 2020 earnings released: EPS kr7.32 (vs kr5.69 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: kr6.39b (up 24% from FY 2019). Net income: kr1.01b (up 28% from FY 2019). Profit margin: 16% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improved over the past weekAfter last week's 19% share price gain to kr84.80, the stock is trading at a trailing P/E ratio of 9.4x, up from the previous P/E ratio of 7.9x. This compares to an average P/E of 52x in the Hospitality industry in the United Kingdom. Total returns to shareholders over the past three years are 22%.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr84.80, the stock is trading at a trailing P/E ratio of 9.6x, up from the previous P/E ratio of 8.3x. This compares to an average P/E of 49x in the Hospitality industry in the United Kingdom. Total returns to shareholders over the past three years are 24%.
Reported Earnings • Feb 11Full year 2020 earnings released: EPS kr7.37 (vs kr5.69 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: kr6.39b (up 24% from FY 2019). Net income: kr1.01b (up 28% from FY 2019). Profit margin: 16% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue misses expectationsRevenue missed analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 9.8% while theHospitality industry in the United Kingdom is not expected to grow.
Is New 90 Day High Low • Jan 06New 90-day high: kr77.37The company is up 13% from its price of kr68.63 on 08 October 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality 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 kr110 per share.
Is New 90 Day High Low • Nov 27New 90-day high: kr74.44The company is up 2.0% from its price of kr72.90 on 28 August 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr99.91 per share.