Munters Group AB (publ)

OM:MTRS 株式レポート

時価総額：SEK 30.2b

Munters Group 将来の成長

Future 基準チェック /56

Munters Group利益と収益がそれぞれ年間49.8%と16.1%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30.3% 49.4%なると予測されています。

主要情報

49.8%

収益成長率

49.41%

EPS成長率

Building 収益成長13.2%
収益成長率16.1%
将来の株主資本利益率30.28%
アナリストカバレッジ

Good

最終更新日28 Jul 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Jun 22

MTRS: Data Center Cooling Demand Will Drive Backlog And ReRating Potential

The analyst price target for Munters Group has been adjusted to SEK 225.25 from SEK 219.57 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, alongside recent Street views that highlight the company’s exposure to data center cooling demand. Analyst Commentary Recent Street commentary on Munters Group reflects a mix of enthusiasm around its role in data center cooling and questions about how much of that optimism is already reflected in the stock’s valuation.
分析記事 • Jun 20

Munters Group (OM:MTRS) Stock Could Be 17% Undervalued After FoodTech Sale Review

Munters Group (OM:MTRS) has said it is exploring a possible sale of its FoodTech business, a move that could reshape the company’s focus toward its Data Center Technologies and AirTech operations. See our latest analysis for Munters Group. The share price of Munters Group has pulled back recently, with a 1 day share price return showing a 3.66% decline and a 30 day share price return showing an 8.81% decline. At the same time, the 1 year total shareholder return of 43.39% and 5 year total...
ナラティブ更新 • Jun 05

MTRS: Data Center Cooling Dependence Will Challenge AI Infrastructure Hopes

Analysts have lifted their fair value estimate for Munters Group by SEK 10 to SEK 185, citing higher assumed revenue growth, slightly stronger profit margins, a lower future P/E and recent research that highlights the company as a high quality data center cooling play. Analyst Commentary Recent research highlights a split in how analysts view Munters Group.
ナラティブ更新 • May 21

MTRS: Data Center AI Buildout Backlog Will Support Stronger Future Earnings Visibility

Analysts now frame Munters Group with a refreshed price target of SEK 250, up from SEK 235, reflecting updated assumptions on revenue growth, margins, discount rate and future P/E, even as some research has turned more cautious on the stock. Analyst Commentary While some recent research has taken a more cautious stance, a group of bullish analysts continues to point to supportive drivers behind the refreshed SEK 250 price target for Munters Group.
ナラティブ更新 • May 01

MTRS: Data Center Backlog And CEO Transition Will Shape Balanced Outlook

Analysts now see a slightly higher fair value for Munters Group, lifting their price target from SEK 213.33 to about SEK 219.57. This reflects updated assumptions around revenue growth, profit margins and a lower future P/E, despite more cautious recent research commentary.
ナラティブ更新 • Apr 16

MTRS: Data Center Backlog And CEO Transition Will Support Future Outlook

Analysts have nudged their price target for Munters Group higher to SEK213.33 from SEK210.83. This reflects updated views on fair value, growth assumptions and expected profitability, while keeping a slightly adjusted future P/E outlook.
ナラティブ更新 • Apr 01

MTRS: Data Center Order Backlog Will Support Stronger Future Earnings Visibility

Analysts have lifted their price target on Munters Group to SEK 175.00 from SEK 150.00, citing updated assumptions around discount rates, revenue growth, profit margins, and a revised future P/E multiple. Analyst Commentary Recent Street research reflects a more constructive stance on Munters Group, with bullish analysts updating their views to align the price target with refreshed assumptions around discount rates, revenue, margins, and future P/E levels.
ナラティブ更新 • Mar 18

MTRS: Data Center Backlog And CEO Transition Will Support Future Cash Flow

Analysts have lifted the price target for Munters Group to SEK 175 from SEK 150, reflecting updated views on the company’s earnings profile and valuation assumptions. Analyst Commentary Analysts lifting the price target to SEK 175 while keeping a Hold stance signals a more constructive view on Munters Group’s potential, but also a sense that the valuation already reflects much of that optimism.
ナラティブ更新 • Mar 04

MTRS: AI Infrastructure Backlog And Execution Will Shape Balanced Future Expectations

Analysts now set their price target for Munters Group at SEK 175, up from SEK 150, citing updated assumptions on revenue growth, margins and future P/E expectations. Analyst Commentary While the new SEK 175 price target signals some renewed confidence in Munters Group, bearish analysts are still flagging several areas where they see a risk that expectations and execution may not fully line up.
ナラティブ更新 • Feb 18

MTRS: Data Center Contract Momentum Will Underpin Stronger Earnings Visibility

Analysts have raised their price target on Munters Group to SEK 235 from SEK 220, citing updated assumptions for revenue growth, profit margins and a lower future P/E multiple that together support a higher fair value estimate. Analyst Commentary Recent research points to a more constructive view on Munters Group, with price targets moving higher as analysts refresh their models for revenue growth, profitability and valuation.
ナラティブ更新 • Feb 04

MTRS: AI Data Center Orders Will Support Future Cash Flow

Analysts have lifted their price target for Munters Group to SEK 210.83 from SEK 204, citing updated assumptions on revenue growth, profit margins and future P/E, along with a recent Street target move to SEK 175 that reflects a more constructive view on the shares. Analyst Commentary Recent target tweaks suggest analysts see Munters Group as fairly balanced at current levels, with room for execution to drive upside or downside from here.
ナラティブ更新 • Jan 21

MTRS: AI Infrastructure Orders Will Test Execution And Support Fair Valuation

Analysts have raised their price targets on Munters Group to as high as SEK 195, with a central updated fair value estimate of SEK 175. This reflects their focus on the company's role in artificial intelligence infrastructure and its recent quarterly performance.
ナラティブ更新 • Jan 07

MTRS: AI Infrastructure Orders And Standout Q3 Will Support Future Cash Flow

Our fair value estimate for Munters Group has been lifted from SEK 199 to SEK 204 as analysts raise price targets into the SEK 175 to SEK 195 range, citing recent research that highlights the company’s role in artificial intelligence infrastructure and updated assumptions for revenue growth, profit margin and future P/E. Analyst Commentary Recent research coverage has focused on Munters Group's link to artificial intelligence infrastructure and how that could support the current valuation range, with price targets now clustered between SEK 175 and SEK 195.
ナラティブ更新 • Dec 24

MTRS: Standout Q3 AI Infrastructure Demand Will Drive Future Cash Flow Durability

Analysts have raised their fair value estimate for Munters Group to SEK 199 from SEK 188, citing a standout Q3 that underscored the company's growing role as a critical supplier to artificial intelligence infrastructure. Analyst Commentary Analysts remain broadly constructive on Munters Group following the latest price target increase, highlighting the company's execution in high growth end markets and its sharpened strategic focus on artificial intelligence infrastructure.
ナラティブ更新 • Dec 09

MTRS: Standout Q3 AI Infrastructure Position Will Drive Balanced Future Performance

Analysts raised their price target on Munters Group to SEK 195 from SEK 150, citing a standout Q3 that reinforced the company's role as a critical supplier to artificial intelligence infrastructure. Analyst Commentary Analysts characterize the latest price target increase as a reflection of stronger conviction in Munters Group's growth trajectory and its strategic positioning in the artificial intelligence infrastructure ecosystem.
ナラティブ更新 • Nov 25

MTRS: Standout Q3 and AI Infrastructure Demand Will Drive Performance Ahead

Analysts have increased their price target for Munters Group from SEK 185 to SEK 188.00, citing strong quarterly results and the company's reinforced standing as a key supplier to artificial intelligence infrastructure. Analyst Commentary Following the latest earnings release, analysts have closely examined Munters Group's outlook and performance, updating their views on the company’s valuation and growth trajectory.
ナラティブ更新 • Nov 10

MTRS: Artificial Intelligence Demand Will Drive Further Outperformance Ahead

Analysts have increased their price target for Munters Group from SEK 169 to SEK 185, citing strong quarterly results and the company's strengthened position as a key supplier to artificial intelligence infrastructure. Analyst Commentary Bullish Takeaways Bullish analysts point to Munters Group's standout Q3 performance as reinforcing its leadership position within artificial intelligence infrastructure supply chains.
ナラティブ更新 • Oct 27

Artificial Intelligence Demand Will Elevate Market Influence And Sector Leadership

Analysts have raised their price target for Munters Group from SEK 160 to SEK 169, citing strong third quarter results and the company's strengthened position as a key supplier to artificial intelligence infrastructure. Analyst Commentary Bullish Takeaways Bullish analysts note that Munters Group's increased price target reflects heightened confidence in the company's growth trajectory, particularly in the artificial intelligence infrastructure market.
分析記事 • Oct 13

Risks To Shareholder Returns Are Elevated At These Prices For Munters Group AB (publ) (STO:MTRS)

When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 22x, you may consider...
ナラティブ更新 • Sep 27

Digitalization And Green Manufacturing Will Expand Global Markets

The downward revision in Munters Group’s revenue growth forecast from 4.6% to 4.1% per annum has contributed to a reduced consensus analyst price target, now at SEK160.00. What's in the News Munters Group and Capsol Technologies ASA have expanded their strategic partnership with a new commercial collaboration agreement focused on increasing carbon capture efficiency and reducing costs through joint R&D and testing.
ナラティブ更新 • Sep 05

Digitalization And Green Manufacturing Will Expand Global Markets

Munters Group's valuation outlook remains steady, with both discount rate and future P/E essentially unchanged, resulting in the consensus analyst price target holding firm at SEK167.40. Valuation Changes Summary of Valuation Changes for Munters Group The Consensus Analyst Price Target remained effectively unchanged, at SEK167.40.
分析記事 • Aug 30

Estimating The Intrinsic Value Of Munters Group AB (publ) (STO:MTRS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Munters Group fair value estimate is kr151 Munters Group's...
分析記事 • Aug 06

We Think Munters Group (STO:MTRS) Is Taking Some Risk With Its Debt

OM:MTRS 1 Year Share Price vs Fair Value Explore Munters Group's Fair Values from the Community and select yours The...
分析記事 • Jun 10

Returns At Munters Group (STO:MTRS) Are On The Way Up

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 • May 28

With EPS Growth And More, Munters Group (STO:MTRS) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • May 15

Subdued Growth No Barrier To Munters Group AB (publ) (STO:MTRS) With Shares Advancing 38%

Munters Group AB (publ) ( STO:MTRS ) shareholders are no doubt pleased to see that the share price has bounced 38% in...
分析記事 • May 08

Munters Group AB (publ)'s (STO:MTRS) CEO Looks Like They Deserve Their Pay Packet

Key Insights Munters Group to hold its Annual General Meeting on 14th of May CEO Klas Forsstrom's total compensation...
分析記事 • May 05

Brokers Are Upgrading Their Views On Munters Group AB (publ) (STO:MTRS) With These New Forecasts

Munters Group AB (publ) ( STO:MTRS ) shareholders will have a reason to smile today, with the analysts making...
分析記事 • Apr 22

Is Munters Group (STO:MTRS) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Mar 15

Shareholders Can Be Confident That Munters Group's (STO:MTRS) Earnings Are High Quality

Munters Group AB (publ)'s ( STO:MTRS ) earnings announcement last week was disappointing for investors, despite the...
分析記事 • Mar 06

A Look At The Intrinsic Value Of Munters Group AB (publ) (STO:MTRS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Munters Group fair value estimate is kr152 Current share price...
分析記事 • Feb 21

Returns At Munters Group (STO:MTRS) Are On The Way Up

What are the early trends we should look for to identify a stock that could multiply in value over the long term...

業績と収益の成長予測

OM:MTRS - アナリストの将来予測と過去の財務データ ( )SEK 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
12/31/202823,5242,2612,0543,1338
12/31/202721,2021,8701,6312,6198
12/31/202617,2821,0198661,9308
6/30/202614,7775071,0661,938N/A
3/31/202614,5784816261,422N/A
12/31/202514,7125507221,580N/A
9/30/202516,9077847721,800N/A
6/30/202514,4977506081,754N/A
3/31/202514,1478761,2342,359N/A
12/31/202413,5879071,3312,367N/A
9/30/202413,3238041,3632,214N/A
6/30/202413,6298401,7482,439N/A
3/31/202413,9097941,1021,787N/A
12/31/202313,9307843961,066N/A
9/30/202313,282858183823N/A
6/30/202312,366773-92535N/A
3/31/202311,44068749630N/A
12/31/202210,386577233772N/A
9/30/20229,432582302759N/A
6/30/20228,645544-68351N/A
3/31/20227,8574577405N/A
12/31/20217,348513177519N/A
9/30/20217,133549205516N/A
6/30/20217,109574622897N/A
3/31/20217,0615297901,020N/A
12/31/20207,015426744959N/A
9/30/20207,015334633829N/A
6/30/20206,995270566767N/A
3/31/20207,099335N/A653N/A
12/31/20197,153282N/A669N/A
9/30/20197,068311N/A829N/A
6/30/20196,814270N/A614N/A
3/31/20196,431280N/A484N/A
12/31/20186,412316N/A441N/A
9/30/20186,465363N/A-7N/A
6/30/20186,458356N/A207N/A
3/31/20186,686253N/A255N/A
12/31/20176,604174N/A235N/A
9/30/20176,617127N/A356N/A
6/30/20176,62575N/A270N/A
3/31/20176,34075N/A203N/A
12/31/20166,04085N/A277N/A
12/31/20155,399-207N/A314N/A

アナリストによる今後の成長予測

収入対貯蓄率: MTRSの予測収益成長率 (年間49.8% ) は 貯蓄率 ( 2% ) を上回っています。

収益対市場: MTRSの収益 ( 49.8% ) はSwedish市場 ( 7.2% ) よりも速いペースで成長すると予測されています。

高成長収益: MTRSの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: MTRSの収益 ( 16.1% ) Swedish市場 ( -1.5% ) 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: MTRSの収益 ( 16.1% ) 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: MTRSの 自己資本利益率 は、3年後には高くなると予測されています ( 30.3 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/28 08:49
終値2026/07/28 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Munters Group AB (publ) 8 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。12

アナリスト機関
null nullABG Sundal Collier
Simon JonssonBerenberg
Kenneth Toll JohanssonCarnegie Investment Bank AB