View ValuationAdtraction Group 将来の成長Future 基準チェック /46Adtraction Group利益と収益がそれぞれ年間124.4%と4.8%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11.5% 148.1%なると予測されています。主要情報124.4%収益成長率148.05%EPS成長率Media 収益成長21.8%収益成長率4.8%将来の株主資本利益率11.45%アナリストカバレッジLow最終更新日06 May 2026今後の成長に関する最新情報Major Estimate Revision • Feb 26Consensus EPS estimates upgraded to kr0.87 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -kr1.31 to -kr0.87 per share. Revenue forecast steady at kr1.26b. Media industry in Sweden expected to see average net income growth of 19% next year. Consensus price target up from kr30.00 to kr40.00. Share price rose 3.7% to kr33.60 over the past week.Major Estimate Revision • Apr 29Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -kr1.31 to -kr1.48 per share. Revenue forecast unchanged at kr1.25b. Media industry in Sweden expected to see average net income growth of 20% next year. Consensus price target down from kr39.00 to kr33.00. Share price fell 4.6% to kr31.10 over the past week.Major Estimate Revision • Mar 05Consensus estimates of losses per share improve by 75%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from kr1.26b to kr1.33b. EPS estimate increased from -kr1.31 per share to -kr0.33 per share. Media industry in Sweden expected to see average net income growth of 9.0% next year. Consensus price target of kr39.00 unchanged from last update. Share price fell 3.5% to kr33.50 over the past week.Major Estimate Revision • Feb 28Consensus EPS estimates fall by 297%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr1.33b to kr1.26b. Losses expected to increase from kr0.33 per share to kr1.31. Media industry in Sweden expected to see average net income growth of 8.8% next year. Consensus price target down from kr42.00 to kr39.00. Share price rose 4.3% to kr33.90 over the past week.Price Target Changed • Feb 25Price target decreased by 7.1% to kr39.00Down from kr42.00, the current price target is provided by 1 analyst. New target price is 19% above last closing price of kr32.90. Stock is down 30% over the past year. The company is forecast to post a net loss per share of kr1.31 next year compared to a net loss per share of kr0.78 last year.Price Target Changed • Nov 05Price target increased by 11% to kr42.00Up from kr38.00, the current price target is provided by 1 analyst. New target price is 7.4% above last closing price of kr39.10. Stock is down 9.7% over the past year. The company is forecast to post a net loss per share of kr0.70 next year compared to a net loss per share of kr0.081 last year.すべての更新を表示Recent updatesNew Risk • May 04New major risk - Revenue and earnings growthEarnings have declined by 80% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 80% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (kr631.1m market cap, or US$68.1m).Reported Earnings • Apr 26First quarter 2026 earnings: Revenues exceed analyst expectationsFirst quarter 2026 results: Revenue: kr318.4m (up 13% from 1Q 2025). Net loss: kr3.30m (loss narrowed 57% from 1Q 2025). Revenue exceeded analyst estimates by 8.4%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Media industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 114 percentage points per year, which is a significant difference in performance.New Risk • Apr 24New major risk - Revenue and earnings growthEarnings have declined by 75% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 75% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (kr634.4m market cap, or US$68.5m).Upcoming Dividend • Apr 14Upcoming dividend of kr1.10 per shareEligible shareholders must have bought the stock before 21 April 2026. Payment date: 27 April 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 6.8%. Within top quartile of Swedish dividend payers (4.1%). Higher than average of industry peers (5.4%).Recent Insider Transactions • Mar 29Independent Chairman of the Board recently bought kr56k worth of stockOn the 20th of March, Max Heger bought around 2k shares on-market at roughly kr31.00 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Max has been a buyer over the last 12 months, purchasing a net total of kr935k worth in shares.お知らせ • Mar 18Adtraction Group AB, Annual General Meeting, Apr 20, 2026Adtraction Group AB, Annual General Meeting, Apr 20, 2026, at 10:00 W. Europe Standard Time. Location: bahr advokatbyra ab, birger jarlsgatan 16, stockholm SwedenMajor Estimate Revision • Feb 26Consensus EPS estimates upgraded to kr0.87 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -kr1.31 to -kr0.87 per share. Revenue forecast steady at kr1.26b. Media industry in Sweden expected to see average net income growth of 19% next year. Consensus price target up from kr30.00 to kr40.00. Share price rose 3.7% to kr33.60 over the past week.Reported Earnings • Feb 22Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: kr1.20 loss per share (further deteriorated from kr0.78 loss in FY 2024). Revenue: kr1.19b (flat on FY 2024). Net loss: kr19.9m (loss widened 54% from FY 2024). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 65%. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Media industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Nov 26Chief Technology Officer recently bought kr613k worth of stockOn the 21st of November, Christian Longberg bought around 22k shares on-market at roughly kr27.50 per share. This transaction amounted to 4.7% 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 kr1.5m more in shares than they have sold in the last 12 months.分析記事 • Nov 26Adtraction Group AB's (STO:ADTR) Shares Not Telling The Full StoryWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Media industry in Sweden, you could be forgiven...Recent Insider Transactions • Nov 10Independent Chairman of the Board recently bought kr332k worth of stockOn the 5th of November, Max Heger bought around 13k shares on-market at roughly kr26.13 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Max has been a buyer over the last 12 months, purchasing a net total of kr879k worth in shares.Reported Earnings • Nov 05Third quarter 2025 earnings: Revenues exceed analyst expectationsThird quarter 2025 results: Revenue: kr286.8m (down 1.7% from 3Q 2024). Net loss: kr6.14m (loss widened 16% from 3Q 2024). Revenue exceeded analyst estimates by 1.8%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Media industry in Europe.New Risk • Nov 04New major risk - Revenue and earnings growthEarnings have declined by 78% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 78% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (kr446.7m market cap, or US$46.7m).Upcoming Dividend • Oct 20Upcoming dividend of kr1.00 per shareEligible shareholders must have bought the stock before 27 October 2025. Payment date: 31 October 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 6.7%. Within top quartile of Swedish dividend payers (3.9%). Higher than average of industry peers (4.4%).Recent Insider Transactions • Aug 07Independent Chairman of the Board recently bought kr116k worth of stockOn the 5th of August, Max Heger bought around 4k shares on-market at roughly kr28.30 per share. This transaction amounted to 3.6% 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 Max's only on-market trade for the last 12 months.Reported Earnings • Jul 25Second quarter 2025 earnings: Revenues miss analyst expectationsSecond quarter 2025 results: Revenue: kr265.3m (down 4.1% from 2Q 2024). Net loss: kr8.11m (loss widened 19% from 2Q 2024). Revenue missed analyst estimates by 2.6%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Sweden.分析記事 • Jul 01Adtraction Group AB's (STO:ADTR) Price In Tune With RevenuesThere wouldn't be many who think Adtraction Group AB's ( STO:ADTR ) price-to-sales (or "P/S") ratio of 0.4x is worth a...Major Estimate Revision • Apr 29Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -kr1.31 to -kr1.48 per share. Revenue forecast unchanged at kr1.25b. Media industry in Sweden expected to see average net income growth of 20% next year. Consensus price target down from kr39.00 to kr33.00. Share price fell 4.6% to kr31.10 over the past week.Upcoming Dividend • Apr 16Upcoming dividend of kr1.00 per shareEligible shareholders must have bought the stock before 23 April 2025. Payment date: 29 April 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 6.3%. Within top quartile of Swedish dividend payers (4.2%). Higher than average of industry peers (4.5%).Major Estimate Revision • Mar 05Consensus estimates of losses per share improve by 75%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from kr1.26b to kr1.33b. EPS estimate increased from -kr1.31 per share to -kr0.33 per share. Media industry in Sweden expected to see average net income growth of 9.0% next year. Consensus price target of kr39.00 unchanged from last update. Share price fell 3.5% to kr33.50 over the past week.Major Estimate Revision • Feb 28Consensus EPS estimates fall by 297%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr1.33b to kr1.26b. Losses expected to increase from kr0.33 per share to kr1.31. Media industry in Sweden expected to see average net income growth of 8.8% next year. Consensus price target down from kr42.00 to kr39.00. Share price rose 4.3% to kr33.90 over the past week.Price Target Changed • Feb 25Price target decreased by 7.1% to kr39.00Down from kr42.00, the current price target is provided by 1 analyst. New target price is 19% above last closing price of kr32.90. Stock is down 30% over the past year. The company is forecast to post a net loss per share of kr1.31 next year compared to a net loss per share of kr0.78 last year.Reported Earnings • Feb 24Third quarter 2024 earnings released: kr0.32 loss per share (vs kr0.16 profit in 3Q 2023)Third quarter 2024 results: kr0.32 loss per share (down from kr0.16 profit in 3Q 2023). Revenue: kr291.8m (down 18% from 3Q 2023). Net loss: kr5.29m (down 299% from profit in 3Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 4 years, compared to a 3.0% growth forecast for the Media industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.New Risk • Feb 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.2% 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 2.2% per year for the foreseeable future. Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (kr539.7m market cap, or US$50.7m).お知らせ • Feb 22Adtraction Group AB, Annual General Meeting, Apr 22, 2025Adtraction Group AB, Annual General Meeting, Apr 22, 2025.Price Target Changed • Nov 05Price target increased by 11% to kr42.00Up from kr38.00, the current price target is provided by 1 analyst. New target price is 7.4% above last closing price of kr39.10. Stock is down 9.7% over the past year. The company is forecast to post a net loss per share of kr0.70 next year compared to a net loss per share of kr0.081 last year.Reported Earnings • Nov 04Third quarter 2024 earnings: Revenues miss analyst expectationsThird quarter 2024 results: Revenue: kr292.7m (down 17% from 3Q 2023). Net loss: kr5.29m (down 299% from profit in 3Q 2023). Revenue missed analyst estimates by 3.8%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Media industry in Sweden.Upcoming Dividend • Oct 18Upcoming dividend of kr1.00 per shareEligible shareholders must have bought the stock before 25 October 2024. Payment date: 31 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.3%. Within top quartile of Swedish dividend payers (4.6%). Higher than average of industry peers (4.0%).分析記事 • Oct 04Adtraction Group AB's (STO:ADTR) Shareholders Might Be Looking For ExitIt's not a stretch to say that Adtraction Group AB's ( STO:ADTR ) price-to-sales (or "P/S") ratio of 0.5x right now...Buy Or Sell Opportunity • Aug 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to kr34.40. The fair value is estimated to be kr43.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 3.8% in 2 years. Earnings are forecast to decline by 627% in the next 2 years.Major Estimate Revision • Aug 02Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr1.37b to kr1.22b. Forecast loss of -kr0.673, down from profit of kr0.138 per share profit previously. Media industry in Sweden expected to see average net income growth of 11% next year. Consensus price target down from kr45.00 to kr38.00. Share price fell 5.9% to kr35.10 over the past week.New Risk • Jul 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.7% 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 8.7% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (dividend per share is over 27x earnings per share). Profit margins are more than 30% lower than last year (0.09% net profit margin). Shareholders have been diluted in the past year (41% increase in shares outstanding). Market cap is less than US$100m (kr614.5m market cap, or US$57.0m).Reported Earnings • Jul 28Second quarter 2024 earnings: Revenues miss analyst expectationsSecond quarter 2024 results: Revenue: kr278.2m (down 14% from 2Q 2023). Net loss: kr6.84m (loss widened 55% from 2Q 2023). Revenue missed analyst estimates by 15%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Media industry in Sweden.Reported Earnings • May 05First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: kr290.7m (flat on 1Q 2023). Net income: kr354.0k (up kr4.98m from 1Q 2023). Profit margin: 0.1% (up from net loss in 1Q 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Media industry in Sweden.Major Estimate Revision • Feb 29Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr1.46b to kr1.35b. Now expected to report a loss of kr0.11 per share instead of kr0.874 per share profit previously forecast. Media industry in Sweden expected to see average net income growth of 19% next year. Consensus price target down from kr55.00 to kr50.00. Share price fell 7.6% to kr45.30 over the past week.Price Target Changed • Feb 25Price target decreased by 9.1% to kr50.00Down from kr55.00, the current price target is provided by 1 analyst. New target price is 5.3% above last closing price of kr47.50. Stock is up 13% over the past year. The company is forecast to post a net loss per share of kr0.11 next year compared to a net loss per share of kr0.081 last year.Reported Earnings • Feb 23Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: kr0.081 loss per share (down from kr1.70 profit in FY 2022). Revenue: kr1.35b (up 46% from FY 2022). Net loss: kr1.35m (down 107% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 157%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Media industry in Sweden.Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Chairman of the Board Elin Eriksson was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Nov 29Adtraction Group AB's (STO:ADTR) P/S Is Still On The Mark Following 26% Share Price BounceAdtraction Group AB ( STO:ADTR ) shareholders would be excited to see that the share price has had a great month...New Risk • Nov 06New major risk - Revenue and earnings growthEarnings have declined by 24% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 24% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.0% average weekly change). Profit margins are more than 30% lower than last year (0.2% net profit margin). Shareholders have been diluted in the past year (41% increase in shares outstanding). Market cap is less than US$100m (kr685.9m market cap, or US$63.0m).分析記事 • Nov 06Adtraction Group (STO:ADTR) Will Be Hoping To Turn Its Returns On Capital AroundIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Nov 06Third quarter 2023 earnings: Revenues in line with analyst expectationsThird quarter 2023 results: Revenue: kr355.1m (up 48% from 3Q 2022). Net income: kr2.65m (down 49% from 3Q 2022). Profit margin: 0.7% (down from 2.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Media industry in Sweden.New Risk • Nov 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swedish stocks, typically moving 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Profit margins are more than 30% lower than last year (0.5% net profit margin). Shareholders have been diluted in the past year (41% increase in shares outstanding). Market cap is less than US$100m (kr685.9m market cap, or US$63.0m).Major Estimate Revision • Aug 25Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr1.41b to kr1.36b. Losses expected to increase from kr0.35 per share to kr0.39. Media industry in Sweden expected to see average net income growth of 15% next year. Consensus price target of kr50.00 unchanged from last update. Share price rose 5.5% to kr38.40 over the past week.Reported Earnings • Aug 20Second quarter 2023 earnings: Revenues miss analyst expectationsSecond quarter 2023 results: Revenue: kr325.2m (up 49% from 2Q 2022). Net loss: kr4.42m (down 232% from profit in 2Q 2022). Revenue missed analyst estimates by 3.6%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Media industry in Sweden.Reported Earnings • May 08First quarter 2023 earnings: Revenues in line with analyst expectationsFirst quarter 2023 results: Revenue: kr292.7m (up 45% from 1Q 2022). Net loss: kr4.63m (down 283% from profit in 1Q 2022). Revenue was in line with analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Media industry in Sweden.Reported Earnings • Feb 24Full year 2022 earnings releasedFull year 2022 results: Revenue: kr928.4m (up 33% from FY 2021). Net income: kr20.0m (up 4.0% from FY 2021). Profit margin: 2.2% (down from 2.8% in FY 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to kr40.50, the stock trades at a trailing P/E ratio of 29.4x. Average trailing P/E is 27x in the Media industry in Sweden.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to kr44.85, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 25x in the Media industry in Sweden.分析記事 • Aug 02Adtraction Group's (STO:ADTR) Conservative Accounting Might Explain Soft EarningsInvestors were disappointed with the weak earnings posted by Adtraction Group AB ( STO:ADTR ). While the headline...Reported Earnings • Jul 27Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: kr217.8m (up 29% from 2Q 2021). Net income: kr3.34m (down 15% from 2Q 2021). Profit margin: 1.5% (down from 2.3% in 2Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr40.00, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 25x in the Media industry in Sweden.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 22% share price gain to kr37.85, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 24x in the Media industry in Sweden.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr32.15, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 22x in the Media industry in Sweden.Reported Earnings • Apr 04Full year 2021 earnings releasedFull year 2021 results: EPS: kr2.58. Revenue: kr698.3m (up 28% from FY 2020). Net income: kr19.2m (up 8.2% from FY 2020). Profit margin: 2.8% (down from 3.3% in FY 2020). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to kr45.00, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 48x in the Media industry in Sweden.Reported Earnings • Feb 20Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr2.58. Revenue: kr698.3m (up 28% from FY 2020). Net income: kr19.2m (up 8.2% from FY 2020). Profit margin: 2.8% (down from 3.3% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates.業績と収益の成長予測OM:ADTR - 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12/31/20281,40172N/AN/A112/31/20271,3331N/AN/A112/31/20261,283-8N/AN/A13/31/20261,221-165555N/A12/31/20251,187-206969N/A9/30/20251,176-235959N/A6/30/20251,182-226566N/A3/31/20251,195-217375N/A12/31/20241,203-135052N/A9/30/20241,233-75356N/A6/30/20241,29514244N/A3/31/20241,34245858N/A12/31/20231,344-16666N/A9/30/20231,23536161N/A6/30/20231,12255758N/A3/31/20231,016134444N/A12/31/2022926203838N/A9/30/2022877163535N/A6/30/2022806153535N/A3/31/2022747183636N/A12/31/2021698193939N/A9/30/2021647223232N/A12/31/2020545183333N/A12/31/201952619N/A19N/A12/31/201841520N/A6N/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: ADTRは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2% ) よりも高い成長率であると考えられます。収益対市場: ADTR今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: ADTR今後 3 年以内に収益を上げることが予想されます。収益対市場: ADTRの収益 ( 4.8% ) Swedish市場 ( 0.04% ) 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: ADTRの収益 ( 4.8% ) 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: ADTR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 ( 11.5 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 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2026/05/24 19:17終値2026/05/22 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Adtraction Group AB 1 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。1 アナリスト機関Vincent EdholmPareto Securities
Major Estimate Revision • Feb 26Consensus EPS estimates upgraded to kr0.87 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -kr1.31 to -kr0.87 per share. Revenue forecast steady at kr1.26b. Media industry in Sweden expected to see average net income growth of 19% next year. Consensus price target up from kr30.00 to kr40.00. Share price rose 3.7% to kr33.60 over the past week.
Major Estimate Revision • Apr 29Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -kr1.31 to -kr1.48 per share. Revenue forecast unchanged at kr1.25b. Media industry in Sweden expected to see average net income growth of 20% next year. Consensus price target down from kr39.00 to kr33.00. Share price fell 4.6% to kr31.10 over the past week.
Major Estimate Revision • Mar 05Consensus estimates of losses per share improve by 75%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from kr1.26b to kr1.33b. EPS estimate increased from -kr1.31 per share to -kr0.33 per share. Media industry in Sweden expected to see average net income growth of 9.0% next year. Consensus price target of kr39.00 unchanged from last update. Share price fell 3.5% to kr33.50 over the past week.
Major Estimate Revision • Feb 28Consensus EPS estimates fall by 297%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr1.33b to kr1.26b. Losses expected to increase from kr0.33 per share to kr1.31. Media industry in Sweden expected to see average net income growth of 8.8% next year. Consensus price target down from kr42.00 to kr39.00. Share price rose 4.3% to kr33.90 over the past week.
Price Target Changed • Feb 25Price target decreased by 7.1% to kr39.00Down from kr42.00, the current price target is provided by 1 analyst. New target price is 19% above last closing price of kr32.90. Stock is down 30% over the past year. The company is forecast to post a net loss per share of kr1.31 next year compared to a net loss per share of kr0.78 last year.
Price Target Changed • Nov 05Price target increased by 11% to kr42.00Up from kr38.00, the current price target is provided by 1 analyst. New target price is 7.4% above last closing price of kr39.10. Stock is down 9.7% over the past year. The company is forecast to post a net loss per share of kr0.70 next year compared to a net loss per share of kr0.081 last year.
New Risk • May 04New major risk - Revenue and earnings growthEarnings have declined by 80% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 80% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (kr631.1m market cap, or US$68.1m).
Reported Earnings • Apr 26First quarter 2026 earnings: Revenues exceed analyst expectationsFirst quarter 2026 results: Revenue: kr318.4m (up 13% from 1Q 2025). Net loss: kr3.30m (loss narrowed 57% from 1Q 2025). Revenue exceeded analyst estimates by 8.4%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Media industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 114 percentage points per year, which is a significant difference in performance.
New Risk • Apr 24New major risk - Revenue and earnings growthEarnings have declined by 75% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 75% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (kr634.4m market cap, or US$68.5m).
Upcoming Dividend • Apr 14Upcoming dividend of kr1.10 per shareEligible shareholders must have bought the stock before 21 April 2026. Payment date: 27 April 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 6.8%. Within top quartile of Swedish dividend payers (4.1%). Higher than average of industry peers (5.4%).
Recent Insider Transactions • Mar 29Independent Chairman of the Board recently bought kr56k worth of stockOn the 20th of March, Max Heger bought around 2k shares on-market at roughly kr31.00 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Max has been a buyer over the last 12 months, purchasing a net total of kr935k worth in shares.
お知らせ • Mar 18Adtraction Group AB, Annual General Meeting, Apr 20, 2026Adtraction Group AB, Annual General Meeting, Apr 20, 2026, at 10:00 W. Europe Standard Time. Location: bahr advokatbyra ab, birger jarlsgatan 16, stockholm Sweden
Major Estimate Revision • Feb 26Consensus EPS estimates upgraded to kr0.87 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -kr1.31 to -kr0.87 per share. Revenue forecast steady at kr1.26b. Media industry in Sweden expected to see average net income growth of 19% next year. Consensus price target up from kr30.00 to kr40.00. Share price rose 3.7% to kr33.60 over the past week.
Reported Earnings • Feb 22Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: kr1.20 loss per share (further deteriorated from kr0.78 loss in FY 2024). Revenue: kr1.19b (flat on FY 2024). Net loss: kr19.9m (loss widened 54% from FY 2024). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 65%. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Media industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Nov 26Chief Technology Officer recently bought kr613k worth of stockOn the 21st of November, Christian Longberg bought around 22k shares on-market at roughly kr27.50 per share. This transaction amounted to 4.7% 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 kr1.5m more in shares than they have sold in the last 12 months.
分析記事 • Nov 26Adtraction Group AB's (STO:ADTR) Shares Not Telling The Full StoryWith a median price-to-sales (or "P/S") ratio of close to 0.4x in the Media industry in Sweden, you could be forgiven...
Recent Insider Transactions • Nov 10Independent Chairman of the Board recently bought kr332k worth of stockOn the 5th of November, Max Heger bought around 13k shares on-market at roughly kr26.13 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Max has been a buyer over the last 12 months, purchasing a net total of kr879k worth in shares.
Reported Earnings • Nov 05Third quarter 2025 earnings: Revenues exceed analyst expectationsThird quarter 2025 results: Revenue: kr286.8m (down 1.7% from 3Q 2024). Net loss: kr6.14m (loss widened 16% from 3Q 2024). Revenue exceeded analyst estimates by 1.8%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Media industry in Europe.
New Risk • Nov 04New major risk - Revenue and earnings growthEarnings have declined by 78% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 78% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (kr446.7m market cap, or US$46.7m).
Upcoming Dividend • Oct 20Upcoming dividend of kr1.00 per shareEligible shareholders must have bought the stock before 27 October 2025. Payment date: 31 October 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 6.7%. Within top quartile of Swedish dividend payers (3.9%). Higher than average of industry peers (4.4%).
Recent Insider Transactions • Aug 07Independent Chairman of the Board recently bought kr116k worth of stockOn the 5th of August, Max Heger bought around 4k shares on-market at roughly kr28.30 per share. This transaction amounted to 3.6% 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 Max's only on-market trade for the last 12 months.
Reported Earnings • Jul 25Second quarter 2025 earnings: Revenues miss analyst expectationsSecond quarter 2025 results: Revenue: kr265.3m (down 4.1% from 2Q 2024). Net loss: kr8.11m (loss widened 19% from 2Q 2024). Revenue missed analyst estimates by 2.6%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Sweden.
分析記事 • Jul 01Adtraction Group AB's (STO:ADTR) Price In Tune With RevenuesThere wouldn't be many who think Adtraction Group AB's ( STO:ADTR ) price-to-sales (or "P/S") ratio of 0.4x is worth a...
Major Estimate Revision • Apr 29Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -kr1.31 to -kr1.48 per share. Revenue forecast unchanged at kr1.25b. Media industry in Sweden expected to see average net income growth of 20% next year. Consensus price target down from kr39.00 to kr33.00. Share price fell 4.6% to kr31.10 over the past week.
Upcoming Dividend • Apr 16Upcoming dividend of kr1.00 per shareEligible shareholders must have bought the stock before 23 April 2025. Payment date: 29 April 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 6.3%. Within top quartile of Swedish dividend payers (4.2%). Higher than average of industry peers (4.5%).
Major Estimate Revision • Mar 05Consensus estimates of losses per share improve by 75%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from kr1.26b to kr1.33b. EPS estimate increased from -kr1.31 per share to -kr0.33 per share. Media industry in Sweden expected to see average net income growth of 9.0% next year. Consensus price target of kr39.00 unchanged from last update. Share price fell 3.5% to kr33.50 over the past week.
Major Estimate Revision • Feb 28Consensus EPS estimates fall by 297%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr1.33b to kr1.26b. Losses expected to increase from kr0.33 per share to kr1.31. Media industry in Sweden expected to see average net income growth of 8.8% next year. Consensus price target down from kr42.00 to kr39.00. Share price rose 4.3% to kr33.90 over the past week.
Price Target Changed • Feb 25Price target decreased by 7.1% to kr39.00Down from kr42.00, the current price target is provided by 1 analyst. New target price is 19% above last closing price of kr32.90. Stock is down 30% over the past year. The company is forecast to post a net loss per share of kr1.31 next year compared to a net loss per share of kr0.78 last year.
Reported Earnings • Feb 24Third quarter 2024 earnings released: kr0.32 loss per share (vs kr0.16 profit in 3Q 2023)Third quarter 2024 results: kr0.32 loss per share (down from kr0.16 profit in 3Q 2023). Revenue: kr291.8m (down 18% from 3Q 2023). Net loss: kr5.29m (down 299% from profit in 3Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 4 years, compared to a 3.0% growth forecast for the Media industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
New Risk • Feb 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.2% 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 2.2% per year for the foreseeable future. Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (kr539.7m market cap, or US$50.7m).
お知らせ • Feb 22Adtraction Group AB, Annual General Meeting, Apr 22, 2025Adtraction Group AB, Annual General Meeting, Apr 22, 2025.
Price Target Changed • Nov 05Price target increased by 11% to kr42.00Up from kr38.00, the current price target is provided by 1 analyst. New target price is 7.4% above last closing price of kr39.10. Stock is down 9.7% over the past year. The company is forecast to post a net loss per share of kr0.70 next year compared to a net loss per share of kr0.081 last year.
Reported Earnings • Nov 04Third quarter 2024 earnings: Revenues miss analyst expectationsThird quarter 2024 results: Revenue: kr292.7m (down 17% from 3Q 2023). Net loss: kr5.29m (down 299% from profit in 3Q 2023). Revenue missed analyst estimates by 3.8%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Media industry in Sweden.
Upcoming Dividend • Oct 18Upcoming dividend of kr1.00 per shareEligible shareholders must have bought the stock before 25 October 2024. Payment date: 31 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.3%. Within top quartile of Swedish dividend payers (4.6%). Higher than average of industry peers (4.0%).
分析記事 • Oct 04Adtraction Group AB's (STO:ADTR) Shareholders Might Be Looking For ExitIt's not a stretch to say that Adtraction Group AB's ( STO:ADTR ) price-to-sales (or "P/S") ratio of 0.5x right now...
Buy Or Sell Opportunity • Aug 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to kr34.40. The fair value is estimated to be kr43.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 3.8% in 2 years. Earnings are forecast to decline by 627% in the next 2 years.
Major Estimate Revision • Aug 02Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr1.37b to kr1.22b. Forecast loss of -kr0.673, down from profit of kr0.138 per share profit previously. Media industry in Sweden expected to see average net income growth of 11% next year. Consensus price target down from kr45.00 to kr38.00. Share price fell 5.9% to kr35.10 over the past week.
New Risk • Jul 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.7% 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 8.7% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (dividend per share is over 27x earnings per share). Profit margins are more than 30% lower than last year (0.09% net profit margin). Shareholders have been diluted in the past year (41% increase in shares outstanding). Market cap is less than US$100m (kr614.5m market cap, or US$57.0m).
Reported Earnings • Jul 28Second quarter 2024 earnings: Revenues miss analyst expectationsSecond quarter 2024 results: Revenue: kr278.2m (down 14% from 2Q 2023). Net loss: kr6.84m (loss widened 55% from 2Q 2023). Revenue missed analyst estimates by 15%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Media industry in Sweden.
Reported Earnings • May 05First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: kr290.7m (flat on 1Q 2023). Net income: kr354.0k (up kr4.98m from 1Q 2023). Profit margin: 0.1% (up from net loss in 1Q 2023). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Media industry in Sweden.
Major Estimate Revision • Feb 29Consensus EPS estimates have been downgraded.The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from kr1.46b to kr1.35b. Now expected to report a loss of kr0.11 per share instead of kr0.874 per share profit previously forecast. Media industry in Sweden expected to see average net income growth of 19% next year. Consensus price target down from kr55.00 to kr50.00. Share price fell 7.6% to kr45.30 over the past week.
Price Target Changed • Feb 25Price target decreased by 9.1% to kr50.00Down from kr55.00, the current price target is provided by 1 analyst. New target price is 5.3% above last closing price of kr47.50. Stock is up 13% over the past year. The company is forecast to post a net loss per share of kr0.11 next year compared to a net loss per share of kr0.081 last year.
Reported Earnings • Feb 23Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: kr0.081 loss per share (down from kr1.70 profit in FY 2022). Revenue: kr1.35b (up 46% from FY 2022). Net loss: kr1.35m (down 107% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 157%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Media industry in Sweden.
Board Change • Feb 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Chairman of the Board Elin Eriksson was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Nov 29Adtraction Group AB's (STO:ADTR) P/S Is Still On The Mark Following 26% Share Price BounceAdtraction Group AB ( STO:ADTR ) shareholders would be excited to see that the share price has had a great month...
New Risk • Nov 06New major risk - Revenue and earnings growthEarnings have declined by 24% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 24% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (9.0% average weekly change). Profit margins are more than 30% lower than last year (0.2% net profit margin). Shareholders have been diluted in the past year (41% increase in shares outstanding). Market cap is less than US$100m (kr685.9m market cap, or US$63.0m).
分析記事 • Nov 06Adtraction Group (STO:ADTR) Will Be Hoping To Turn Its Returns On Capital AroundIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Nov 06Third quarter 2023 earnings: Revenues in line with analyst expectationsThird quarter 2023 results: Revenue: kr355.1m (up 48% from 3Q 2022). Net income: kr2.65m (down 49% from 3Q 2022). Profit margin: 0.7% (down from 2.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Media industry in Sweden.
New Risk • Nov 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swedish stocks, typically moving 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Profit margins are more than 30% lower than last year (0.5% net profit margin). Shareholders have been diluted in the past year (41% increase in shares outstanding). Market cap is less than US$100m (kr685.9m market cap, or US$63.0m).
Major Estimate Revision • Aug 25Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr1.41b to kr1.36b. Losses expected to increase from kr0.35 per share to kr0.39. Media industry in Sweden expected to see average net income growth of 15% next year. Consensus price target of kr50.00 unchanged from last update. Share price rose 5.5% to kr38.40 over the past week.
Reported Earnings • Aug 20Second quarter 2023 earnings: Revenues miss analyst expectationsSecond quarter 2023 results: Revenue: kr325.2m (up 49% from 2Q 2022). Net loss: kr4.42m (down 232% from profit in 2Q 2022). Revenue missed analyst estimates by 3.6%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Media industry in Sweden.
Reported Earnings • May 08First quarter 2023 earnings: Revenues in line with analyst expectationsFirst quarter 2023 results: Revenue: kr292.7m (up 45% from 1Q 2022). Net loss: kr4.63m (down 283% from profit in 1Q 2022). Revenue was in line with analyst estimates. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Media industry in Sweden.
Reported Earnings • Feb 24Full year 2022 earnings releasedFull year 2022 results: Revenue: kr928.4m (up 33% from FY 2021). Net income: kr20.0m (up 4.0% from FY 2021). Profit margin: 2.2% (down from 2.8% in FY 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to kr40.50, the stock trades at a trailing P/E ratio of 29.4x. Average trailing P/E is 27x in the Media industry in Sweden.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to kr44.85, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 25x in the Media industry in Sweden.
分析記事 • Aug 02Adtraction Group's (STO:ADTR) Conservative Accounting Might Explain Soft EarningsInvestors were disappointed with the weak earnings posted by Adtraction Group AB ( STO:ADTR ). While the headline...
Reported Earnings • Jul 27Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: kr217.8m (up 29% from 2Q 2021). Net income: kr3.34m (down 15% from 2Q 2021). Profit margin: 1.5% (down from 2.3% in 2Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr40.00, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 25x in the Media industry in Sweden.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 22% share price gain to kr37.85, the stock trades at a trailing P/E ratio of 25.2x. Average trailing P/E is 24x in the Media industry in Sweden.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr32.15, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 22x in the Media industry in Sweden.
Reported Earnings • Apr 04Full year 2021 earnings releasedFull year 2021 results: EPS: kr2.58. Revenue: kr698.3m (up 28% from FY 2020). Net income: kr19.2m (up 8.2% from FY 2020). Profit margin: 2.8% (down from 3.3% in FY 2020). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to kr45.00, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 48x in the Media industry in Sweden.
Reported Earnings • Feb 20Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr2.58. Revenue: kr698.3m (up 28% from FY 2020). Net income: kr19.2m (up 8.2% from FY 2020). Profit margin: 2.8% (down from 3.3% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates.