NCC AB (publ)

OM:NCC B 株式レポート

時価総額:SEK 18.4b

NCC 将来の成長

Future 基準チェック /46

NCC利益と収益がそれぞれ年間49.1%と5%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18.8% 48.4%なると予測されています。

主要情報

49.1%

収益成長率

48.37%

EPS成長率

Construction 収益成長18.7%
収益成長率5.0%
将来の株主資本利益率18.84%
アナリストカバレッジ

Low

最終更新日09 Jul 2026

今後の成長に関する最新情報

分析記事 May 02

Revenue Miss: NCC AB (publ) Fell 11% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models

Shareholders might have noticed that NCC AB (publ) ( STO:NCC B ) filed its quarterly result this time last week. The...
分析記事 Jul 18

NCC AB (publ) Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected

NCC AB (publ) ( STO:NCC B ) came out with its quarterly results last week, and we wanted to see how the business is...
分析記事 Apr 18

NCC AB (publ) (STO:NCC B) Just Released Its Annual Earnings: Here's What Analysts Think

NCC AB (publ) ( STO:NCC B ) defied analyst predictions to release its annual results, which were ahead of market...

Recent updates

ナラティブの更新 Jun 23

NCC B: Extra Dividend Will Reward Shareholders As Order Book Expands

Analysts have kept their SEK 220.0 price target for NCC essentially unchanged, with only minor adjustments to assumptions such as the discount rate, revenue growth, profit margin and future P/E. This reflects a steady view on the stock rather than a material shift in outlook.
分析記事 Jun 20

NCC (OM:NCC B) Stock Could Be 11.5% Undervalued After New Contract Wins

Why NCC stock is back on investors’ radar NCC (OM:NCC B) has drawn fresh attention after announcing several sizeable contracts, including a roughly SEK 900 million agreement with LKAB, new infrastructure work at Stora Sköndal in Stockholm, and an industrial modernization project in Finland. See our latest analysis for NCC. Those new contracts have arrived after a mixed period for NCC, with the share price down 11.66% year to date and 5.21% over 90 days, but a 3 year total shareholder return...
ナラティブの更新 Jun 05

NCC B: Extra Dividend And Nordic Project Wins Will Support Upside

Analysts have kept the NCC price target steady at SEK220, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the main drivers of the unchanged view. What's in the News NCC has been contracted by Sydvatten AB to build a fully equipped pumping station with backup power at the Ringsjöverket waterworks in Skåne, Sweden.
ナラティブの更新 May 18

NCC B: Extra Dividend And New Nordic Contracts Will Support Upside Potential

Analysts have adjusted their price target for NCC to SEK220.00 from SEK223.33, reflecting updated assumptions around revenue growth, profit margins, the discount rate, and a lower expected future P/E multiple. What's in the News NCC signed 12 one year asphalt contracts in Norway with the Norwegian Public Roads Administration and several counties, with a combined order value of about SEK 680 million, all including a 30% CO2 weighting requirement in procurement (Client Announcements).
分析記事 May 02

Revenue Miss: NCC AB (publ) Fell 11% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models

Shareholders might have noticed that NCC AB (publ) ( STO:NCC B ) filed its quarterly result this time last week. The...
ナラティブの更新 Apr 29

NCC B: Extra Dividend And Order Pipeline Will Support Steady Outlook

Analysts have lifted their price target on NCC to about SEK 223 from roughly SEK 220, citing updated fair value work that reflects small tweaks to the discount rate, profit margin assumptions, and expected future P/E level. What's in the News Framework agreement with Lund Municipality and Lunds Kommuns Fastighets AB for asphalt paving over up to four years, capped at about SEK 200 million, using lower temperature, biofuel based, high RAP asphalt from NCC's fossil fuel free Södra Sandby plant (Client announcement).
ナラティブの更新 Apr 11

NCC B: Extra Dividend And Infrastructure Orders Will Support Balanced Outlook

Analysts have kept their NCC price target broadly steady at SEK220, with only marginal adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions supporting the unchanged valuation view. What's in the News NCC has been contracted by Gästrike Vatten to build the new Mon waterworks in Skutskär, Sweden, a SEK 650 million project that includes advanced treatment technology and is scheduled to be commissioned in 2028.
ナラティブの更新 Mar 27

NCC B: Extra Dividend And Solid Order Book Will Support Balanced Outlook

Analysts have made a small upward adjustment to NCC's target price to SEK 220, reflecting updated assumptions around the discount rate and long-term P/E, without changing the underlying fair value estimate. What's in the News NCC and Norrvatten signed an agreement for the first two stages of a new waterworks in Järfälla.
ナラティブの更新 Mar 11

NCC B: Extra Dividend And New Contracts Will Support Balanced Outlook

Analysts have kept their SEK 220 price target for NCC unchanged, pointing to only marginal tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions, rather than any shift in their core view. What's in the News NCC has been commissioned by the Swedish Transport Administration to upgrade the E4 expressway between Hornefors and Stocksjo.
ナラティブの更新 Feb 25

NCC B: Extra Dividend And New Projects Will Support Steady Outlook

Analysts have kept their NCC price target unchanged at SEK 220, with only minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions behind the refreshed model. What's in the News NCC's Board has proposed an extra dividend of SEK 2.00 per share for 2025, with a record date of May 7, 2026, and payment on May 12, 2026 (Key Developments).
分析記事 Feb 12

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

The market for NCC AB (publ)'s ( STO:NCC B ) shares didn't move much after it posted weak earnings recently. We think...
ナラティブの更新 Feb 11

NCC B: New Projects And Dividends Will Support A Steady Outlook

Analysts have maintained their fair value estimate for NCC at $220.00, incorporating updated assumptions for the discount rate, revenue growth, profit margin, and future P/E into a slightly refined price target narrative. What's in the News The board has proposed a regular dividend of SEK 9.00 per share for 2025, plus an extra dividend of SEK 2.00 per share.
分析記事 Feb 08

NCC (STO:NCC B) Has Announced A Dividend Of SEK6.50

NCC AB (publ)'s ( STO:NCC B ) investors are due to receive a payment of SEK6.50 per share on 12th of May. This means...
ナラティブの更新 Jan 25

NCC B: New Nordic Contracts And Q4 2025 Guidance Will Support Steady Outlook

Analysts have trimmed their price target for NCC from $227.50 to $220.00, reflecting slightly more cautious assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News NCC issued earnings guidance for Q4 2025, with expected net sales of SEK 15,929 million and operating profit (EBIT) of SEK 692 million, excluding items affecting comparability (Corporate guidance).
分析記事 Jan 21

Is Now The Time To Put NCC (STO:NCC B) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
ナラティブの更新 Jan 11

NCC B: New Nordic Contracts And CFO Transition Will Support Steady Outlook

Analysts have slightly reduced their price target on NCC to reflect updated assumptions for the discount rate, revenue growth, profit margin and future P/E, while keeping fair value broadly in line at $227.50. What's in the News NCC has been commissioned by Surahammar Municipality to construct a new school using existing construction documents from a previous project in Norrkoping, through a turnkey contract valued at approximately SEK 175 million (Client announcement).
ナラティブの更新 Dec 16

NCC B: Upcoming Projects And CFO Transition Will Support Steady Outlook

Analysts have slightly adjusted their price target for NCC to align with refined assumptions around discount rates, long term revenue growth, profit margins, and future valuation multiples. This has resulted in a modestly higher implied equity value of approximately $227.50 per share.
ナラティブの更新 Dec 02

NCC B: Project Momentum and Solid Metrics Will Sustain Steady Market Expectations

Analysts have maintained the price target for NCC at $227.50, citing steady financial projections and minimal adjustments in key valuation factors such as the discount rate and profit margin. What's in the News NCC has secured a SEK 1.5 billion contract to renovate and improve accessibility in a central Stockholm city block.
ナラティブの更新 Nov 18

NCC B: Project Pipeline and Stable Metrics Will Support Steady Performance

Analysts have slightly raised their price target for NCC to $227.50. They cite minor shifts in discount rate and future earnings expectations while maintaining previous assessments of fair value and growth.
分析記事 Nov 14

Returns At NCC (STO:NCC B) Appear To Be Weighed Down

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
ナラティブの更新 Nov 03

NCC B Will Pursue Major Infrastructure Projects And Margin Expansion This Cycle

Analysts have raised their fair value estimate for NCC from $220 to $227.50, crediting higher projected revenue growth and improved profit margins as factors supporting this updated price target. What's in the News NCC and Envidan have secured a SEK 630 million contract to modernize and expand Viborg's central wastewater treatment plant in Denmark, including new purification technology for pharmaceutical residues (Client Announcements).
ナラティブの更新 Oct 20

M&A Readiness And Cleantech Advancements Will Expand Future Horizons

Analysts have raised their price target for NCC from $200 to $220. They cite higher expected revenue growth and improved profit margins in their updated projections.
分析記事 Oct 19

NCC (STO:NCC B) Is Due To Pay A Dividend Of SEK4.50

NCC AB (publ)'s ( STO:NCC B ) investors are due to receive a payment of SEK4.50 per share on 12th of November. This...
分析記事 Sep 22

Does NCC (STO:NCC B) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Sep 10

NCC's (STO:NCC B) Dividend Will Be SEK4.50

The board of NCC AB (publ) ( STO:NCC B ) has announced that it will pay a dividend on the 12th of November, with...
分析記事 Sep 09

Why Investors Shouldn't Be Surprised By NCC AB (publ)'s (STO:NCC B) Low P/E

NCC AB (publ)'s ( STO:NCC B ) price-to-earnings (or "P/E") ratio of 13x might make it look like a buy right now...
分析記事 Jul 30

What Does NCC AB (publ)'s (STO:NCC B) Share Price Indicate?

NCC AB (publ) ( STO:NCC B ), is not the largest company out there, but it saw a decent share price growth of 12% on the...
分析記事 Jul 18

NCC AB (publ) Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected

NCC AB (publ) ( STO:NCC B ) came out with its quarterly results last week, and we wanted to see how the business is...
分析記事 Jul 02

Is NCC AB (publ) (STO:NCC B) Trading At A 32% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, NCC fair value estimate is kr259 NCC's kr176 share price...
分析記事 Jul 02

NCC (STO:NCC B) Is Due To Pay A Dividend Of SEK4.50

NCC AB (publ) ( STO:NCC B ) will pay a dividend of SEK4.50 on the 12th of November. This makes the dividend yield 5.1...
分析記事 May 16

NCC (STO:NCC B) Will Pay A Dividend Of SEK4.50

NCC AB (publ) ( STO:NCC B ) has announced that it will pay a dividend of SEK4.50 per share on the 12th of November...
分析記事 May 08

We Think NCC's (STO:NCC B) Robust Earnings Are Conservative

The subdued stock price reaction suggests that NCC AB (publ)'s ( STO:NCC B ) strong earnings didn't offer any...
分析記事 Apr 18

NCC AB (publ) (STO:NCC B) Just Released Its Annual Earnings: Here's What Analysts Think

NCC AB (publ) ( STO:NCC B ) defied analyst predictions to release its annual results, which were ahead of market...
分析記事 Feb 27

NCC (STO:NCC B) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
User avatar
新しいナラティブ Feb 09

Positive Market Outlook Will Drive Future Performance In Infrastructure And Industry Segments

Positive market outlook in key segments could drive revenue growth and improve earnings through operational efficiencies and higher margins.
分析記事 Jan 21

There Is A Reason NCC AB (publ)'s (STO:NCC B) Price Is Undemanding

NCC AB (publ)'s ( STO:NCC B ) price-to-earnings (or "P/E") ratio of 12.8x might make it look like a buy right now...
分析記事 Jan 08

Is Now The Time To Look At Buying NCC AB (publ) (STO:NCC B)?

NCC AB (publ) ( STO:NCC B ), is not the largest company out there, but it saw its share price hover around a small...
分析記事 Nov 02

NCC's (STO:NCC B) Problems Go Beyond Weak Profit

NCC AB (publ)'s ( STO:NCC B ) recent weak earnings report didn't cause a big stock movement. Our analysis suggests that...
分析記事 Oct 21

NCC (STO:NCC B) Will Pay A Dividend Of SEK4.00

NCC AB (publ) ( STO:NCC B ) has announced that it will pay a dividend of SEK4.00 per share on the 12th of November...
分析記事 Oct 07

NCC's (STO:NCC B) Dividend Will Be SEK4.00

NCC AB (publ)'s ( STO:NCC B ) investors are due to receive a payment of SEK4.00 per share on 12th of November. This...
分析記事 Sep 26

NCC (STO:NCC B) Is Looking To Continue Growing Its Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
分析記事 Sep 14

Is Now An Opportune Moment To Examine NCC AB (publ) (STO:NCC B)?

NCC AB (publ) ( STO:NCC B ), is not the largest company out there, but it saw a decent share price growth of 20% on the...

業績と収益の成長予測

OM:NCC B - 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
12/31/202862,0991,7101,8283,1333
12/31/202759,8831,6211,5622,7615
12/31/202656,8981,4652,0342,6375
3/31/202654,290929251,801N/A
12/31/202555,7171421,0641,912N/A
9/30/202560,1101,5854,0744,914N/A
6/30/202560,2211,5233,6054,317N/A
3/31/202561,1251,5283,4154,088N/A
12/31/202461,6091,5713,8734,638N/A
9/30/202456,8781,243-19720N/A
6/30/202456,6221,3927541,527N/A
3/31/202456,0291,327-100808N/A
12/31/202356,9321,573-95807N/A
9/30/202357,3591,589-911,094N/A
6/30/202357,4041,39381,244N/A
3/31/202356,5511,369-286833N/A
12/31/202254,1981,069-707265N/A
9/30/202254,1781,198-1,026-416N/A
6/30/202254,6421,479-242292N/A
3/31/202253,3851,4855271,140N/A
12/31/202153,4141,5081,4922,260N/A
9/30/202152,3211,3911,7512,570N/A
6/30/202150,6101,1733161,226N/A
3/31/202152,2961,2195251,308N/A
12/31/202053,9221,2599461,569N/A
9/30/202057,2561,2613,7534,321N/A
6/30/202058,3871,2282,9873,562N/A
3/31/202058,5661,1012,4733,163N/A
12/31/201958,234873N/A2,214N/A
9/30/201957,828610N/A545N/A
6/30/201958,146-803N/A805N/A
3/31/201957,886-774N/A263N/A
12/31/201857,346-756N/A-375N/A
9/30/201855,786-920N/A-954N/A
6/30/201854,592319N/A144N/A
3/31/201853,587383N/A-294N/A
12/31/201754,441872N/A2,158N/A
9/30/201754,6871,410N/A3,445N/A
6/30/201755,1841,511N/A2,723N/A
3/31/201755,4851,545N/A4,047N/A
12/31/201652,9341,113N/A1,170N/A
9/30/201652,6831,094N/A2,957N/A
6/30/201652,4311,283N/A4,160N/A
3/31/201652,0021,271N/A3,880N/A
12/31/201553,1161,315N/A4,061N/A
9/30/201555,6091,678N/A3,108N/A

アナリストによる今後の成長予測

収入対貯蓄率: NCC Bの予測収益成長率 (年間49.1% ) は 貯蓄率 ( 2% ) を上回っています。

収益対市場: NCC Bの収益 ( 49.1% ) はSwedish市場 ( 8.6% ) 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: NCC B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: NCC Bの収益 ( 5% ) Swedish市場 ( -0.1% ) 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: NCC Bの収益 ( 5% ) 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: NCC B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 ( 18.8 %)。


成長企業の発掘

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2026/07/09 04:28
終値2026/07/09 00:00
収益2026/03/31
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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

NCC AB (publ) 5 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 Collier
Kristofer Liljeberg-SvenssonCarnegie Investment Bank AB
Stefan Erik AnderssonDanske Bank