Truecaller AB (publ)

OM:TRUE B 株式レポート

時価総額:SEK 3.9b

Truecaller バランスシートの健全性

財務の健全性 基準チェック /66

Truecallerの総株主資本はSEK1.3B 、総負債はSEK0.0で、負債比率は0%となります。総資産と総負債はそれぞれSEK1.6BとSEK398.5Mです。 Truecallerの EBIT はSEK523.0Mで、利息カバレッジ比率-20です。現金および短期投資はSEK979.5Mです。

主要情報

0%

負債資本比率

SEK 0

負債

インタレスト・カバレッジ・レシオ-20x
現金SEK 979.51m
エクイティSEK 1.25b
負債合計SEK 398.49m
総資産SEK 1.65b

財務の健全性に関する最新情報

更新なし

Recent updates

TRUE B: Multi Partner Messaging Shift And New Buy Rating Will Support Repricing

Analysts keep the fair value estimate steady at SEK 68.0, balancing Deutsche Bank's new SEK 15 Buy rating with Nordea's downgrade to Hold, and reflecting slightly updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight the SEK 15 price target as support for upside potential relative to the current fair value estimate of SEK 68.0, maintaining a constructive view on the balance of risk and reward.

TRUE B: Multi Partner Messaging Shift Will Support Future Repricing

Analysts have revised their collective price target on Truecaller to SEK 15, with the shift reflecting updated views on revenue growth, profit margins and future P/E multiples following both an upgrade to Buy and a downgrade to Hold in recent research. Analyst Commentary Recent research has produced a mixed but constructive view on Truecaller, with one upgrade to Buy and one downgrade to Hold anchoring the new SEK 15 price target.

TRUE B: Global Ad Reseller Deals And Buybacks Will Support Future Rerating

Analysts now anchor their Truecaller view around a SEK 15.0 price target. The change in stance reflects mixed rating actions but broadly consistent assumptions on fair value, discount rate and future P/E multiples.

TRUE B: Ad Expansion And Buyback Programme Will Support Future Rerating Potential

Our analyst price target for Truecaller now stands at SEK 15. This change reflects updated views on revenue growth, profitability and a more conservative future P/E multiple, in line with recent research where one firm lifted its target to SEK 15 and another shifted to a Hold stance.

TRUE B: Trust And Safety Expansion Will Support Future Rerating Potential

Analysts have trimmed their fair value estimate for Truecaller from SEK 39.17 to SEK 36.00. This reflects updated views on slightly softer revenue growth and profit margins, along with a higher assumed discount rate, even as some Street research has turned more constructive with a recent upgrade and Buy rating at SEK 15.

TRUE B: Family Features And Verified Business Calls Will Support Repricing

Narrative Update: Truecaller Analysts have kept their fair value estimate for Truecaller steady at SEK 68.0, citing a slightly higher discount rate and marginally stronger medium term revenue growth and profit margin assumptions as the key reasons for reaffirming their price view. Analyst Commentary Recent sector commentary around online auto platforms highlights Truecaller as part of a broader group of digital marketplaces that investors are watching closely.

TRUE B: Marketplace Model Concerns Will Create Longer Term Entry Opportunity

Analysts now see Truecaller’s fair value at $21.00, down from $60.00. This reflects more cautious assumptions on revenue growth, profit margins and future P/E multiples in light of recent sector commentary that highlights slower rollout timelines and more listing-style business models at peers.

TRUE B: Family Protection Rollout And Business Calling Suite Will Drive Repricing

Analysts have trimmed their price target on Truecaller to $68 from $95, citing updated assumptions for revenue growth, profit margins and future P/E that they see as better aligned with the company’s current risk profile and earnings outlook. Analyst Commentary Recent Street research around online auto marketplaces has centered on corporate actions and competitive shifts, with TrueCar in focus due to its pending acquisition and the broader conversation around third party listing platforms that connect buyers and sellers.

TRUE B: Expanding Trust And Safety Features Will Drive Future Re-Rating Potential

Analysts have trimmed their price target for Truecaller by about $11.67, reflecting slightly higher discount rate assumptions along with more conservative forecasts for revenue growth, profit margins, and future valuation multiples following recent sector deal activity and choppy market conditions. Analyst Commentary Street research on adjacent online auto platforms offers a mixed read-through for Truecaller, highlighting both supportive sector dynamics and signals of late-cycle consolidation that could cap upside for valuation multiples.

TRUE B: Expanding Verified Call Solutions Will Drive Recovery As Execution Uncertainty Eases

Analysts have trimmed their blended price target for Truecaller from about SEK 56.50 to roughly SEK 50.80. They cite slightly higher discount rates, marginally softer long term growth and profitability assumptions, and a lower future earnings multiple, while still acknowledging the company’s solid fundamental profile.

TRUE B: User Base Resilience Will Drive Recovery As Execution Uncertainty Eases

Analysts have adjusted their outlook on Truecaller, with the average price target reduced as Deutsche Bank and JPMorgan both lowered their estimates. Both firms now cite more cautious views on the company's near-term prospects.

TRUE B: Future User Engagement Will Support Resilient Upside Amid Market Volatility

Analysts have lowered their fair value estimate for Truecaller from SEK 64 to SEK 56.5, citing updated assumptions for revenue growth and recent sector downgrades. Analyst Commentary Following recent sector developments and updates to company guidance, analyst opinions on Truecaller continue to present both positive and cautious perspectives on the firm’s path forward.

Little Excitement Around Truecaller AB (publ)'s (STO:TRUE B) Earnings As Shares Take 31% Pounding

Nov 11
Little Excitement Around Truecaller AB (publ)'s (STO:TRUE B) Earnings As Shares Take 31% Pounding

Product Expansion And User Engagement Will Drive Stronger Results Ahead

Analysts have reduced their price target for Truecaller, lowering the fair value estimate from SEK 70 to SEK 64. Recent research highlights a softer revenue growth outlook and moderated profit margin expectations.

Emerging Mobile And Digital Security Trends Will Shape Future Markets

Truecaller's analyst price target has been reduced from SEK 74.17 to SEK 70.00. This change reflects a more cautious outlook based on analysts' expectations of slower revenue growth and slightly lower profit margins.

Emerging Mobile And Digital Security Trends Will Shape Future Markets

Truecaller’s consensus price target has been revised down from SEK77.33 to SEK74.17 as analysts factor in slower user growth, tougher macro conditions impacting ad revenues, and heightened regulatory and competitive risks, despite some optimism regarding product innovation and expansion. Analyst Commentary Bullish analysts remain optimistic on Truecaller, maintaining Overweight ratings despite lowering price targets.

Why We're Not Concerned Yet About Truecaller AB (publ)'s (STO:TRUE B) 27% Share Price Plunge

Jul 31
Why We're Not Concerned Yet About Truecaller AB (publ)'s (STO:TRUE B) 27% Share Price Plunge

Truecaller AB (publ) Just Missed Earnings - But Analysts Have Updated Their Models

Jul 23
Truecaller AB (publ) Just Missed Earnings - But Analysts Have Updated Their Models

Truecaller (STO:TRUE B) Is Paying Out A Dividend Of SEK1.70

May 24
Truecaller (STO:TRUE B) Is Paying Out A Dividend Of SEK1.70

Truecaller's (STO:TRUE B) Conservative Accounting Might Explain Soft Earnings

May 16
Truecaller's (STO:TRUE B) Conservative Accounting Might Explain Soft Earnings

Truecaller (STO:TRUE B) Is Due To Pay A Dividend Of SEK1.70

May 08
Truecaller (STO:TRUE B) Is Due To Pay A Dividend Of SEK1.70

Truecaller AB (publ) (STO:TRUE B) Just Released Its Full-Year Earnings: Here's What Analysts Think

May 01
Truecaller AB (publ) (STO:TRUE B) Just Released Its Full-Year Earnings: Here's What Analysts Think

Truecaller AB (publ) (STO:TRUE B) Released Earnings Last Week And Analysts Lifted Their Price Target To kr82.29

Feb 21
Truecaller AB (publ) (STO:TRUE B) Released Earnings Last Week And Analysts Lifted Their Price Target To kr82.29

Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 28% Price Jump

Jan 23
Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 28% Price Jump
User avatar

User Growth In Colombia And Nigeria Will Drive Future Success

Growth in active users and new ad formats in key markets could drive substantial future revenue increase and ad revenue growth.

We Think You Can Look Beyond Truecaller's (STO:TRUE B) Lackluster Earnings

Nov 13
We Think You Can Look Beyond Truecaller's (STO:TRUE B) Lackluster Earnings

Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 25% Price Jump

Nov 04
Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 25% Price Jump

Analyst Estimates: Here's What Brokers Think Of Truecaller AB (publ) (STO:TRUE B) After Its Second-Quarter Report

Jul 24
Analyst Estimates: Here's What Brokers Think Of Truecaller AB (publ) (STO:TRUE B) After Its Second-Quarter Report

財務状況分析

短期負債: TRUE Bの 短期資産 ( SEK1.4B ) が 短期負債 ( SEK300.7M ) を超えています。

長期負債: TRUE Bの短期資産 ( SEK1.4B ) が 長期負債 ( SEK97.8M ) を上回っています。


デット・ツー・エクイティの歴史と分析

負債レベル: TRUE Bは負債がありません。

負債の削減: TRUE B 5 年前には負債がありませんでした。

債務返済能力: TRUE Bには負債がないため、営業キャッシュフロー でカバーする必要はありません。

インタレストカバレッジ: TRUE Bには負債がないため、利息支払い の負担は問題になりません。


貸借対照表


健全な企業の発掘

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2026/04/30 14:43
終値2026/04/30 00:00
収益2025/12/31
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

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

Truecaller AB (publ) 6 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。10

アナリスト機関
Oscar ErixonCarnegie Investment Bank AB
Paul BradleyCitigroup Inc
Ramil KoriaDanske Bank