View ValuationSensys Gatso Group 将来の成長Future 基準チェック /46Sensys Gatso Group利益と収益がそれぞれ年間37.1%と10.7%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7.9% 37.1%なると予測されています。主要情報37.1%収益成長率37.15%EPS成長率Electronic 収益成長-12.4%収益成長率10.7%将来の株主資本利益率7.91%アナリストカバレッジLow最終更新日01 Jun 2026今後の成長に関する最新情報分析記事 • Aug 24Sensys Gatso Group AB (publ) (STO:SGG) Just Reported And Analysts Have Been Lifting Their Price TargetsSensys Gatso Group AB (publ) ( STO:SGG ) came out with its quarterly results last week, and we wanted to see how the...Price Target Changed • May 19Price target decreased by 22% to kr55.50Down from kr71.00, the current price target is provided by 1 analyst. New target price is 30% above last closing price of kr42.70. Stock is down 45% over the past year. The company is forecast to post earnings per share of kr1.61 for next year compared to kr0.51 last year.Major Estimate Revision • Mar 07Consensus revenue estimates decrease by 18%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from kr897.0m to kr735.0m. EPS estimate increased from kr5.41 to kr6.40 per share. Net income forecast to grow 1,149% next year vs 39% growth forecast for Electronic industry in Sweden. Consensus price target down from kr81.50 to kr71.00. Share price fell 7.9% to kr46.00 over the past week.Price Target Changed • Nov 19Price target increased by 8.8% to kr111Up from kr102, the current price target is an average from 2 analysts. New target price is 50% above last closing price of kr73.95. Stock is down 5.5% over the past year. The company is forecast to post earnings per share of kr1.50 for next year compared to kr1.61 last year.分析記事 • Aug 20Sensys Gatso Group AB (publ) Just Reported A Surprise Profit, And Analysts Lifted Their EstimatesThe second-quarter results for Sensys Gatso Group AB (publ) ( STO:SGG ) were released last week, making it a good time...お知らせ • Aug 19Sensys Gatso Group AB (Publ) Provides Earnings Guidance for the Full Year 2023Sensys Gatso Group AB (publ) provided earnings guidance for the full year 2023. For the period, The company expects revenue level between SEK 550 million and SEK 650 million.すべての更新を表示Recent updatesお知らせ • Jun 24Sensys Gatso Group Appoints Johan Norrman as Chief Technology Officer, Effective August 2026Sensys Gatso Group announced the appointment of Johan Norrman as Chief Technology Officer. Norrman joined the company's group management team and led the company's global technology strategy, product development, information technology, and research and development initiatives. Norrman brought more than 20 years of experience driving technology for organizations across the transportation, fleet management, medical technology, and industrial sectors. Most recently, he served as Chief Technology Officer for one of Europe's leading fleet management solution providers, where he led the development of integrated hardware and software platforms designed to improve vehicle safety, operational efficiency, and fleet performance. His background included the deployment of advanced AI-driven video technologies that helped commercial fleet operators identify risky driving behaviors, improve traffic safety outcomes, and support accident investigations through intelligent video analytics. Throughout his career, Norrman successfully guided organizations through major technology transformations, including cloud migration initiatives, software platform modernization, and the integration of hardware, software, and data-driven services. As CTO, Norrman will focus on strengthening Sensys Gatsos technology platforms, supporting the continued evolution of its on premises and cloud-based offerings, and helping the company maximize the value of its global engineering resources. Having previously led large-scale technology consolidation and modernization initiatives, he sees significant opportunities to further enhance efficiency, scalability, and innovation across the companys product portfolio. Norrman will join Sensys Gatso in August 2026.Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Director Mark Talbot was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr50.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Sweden. Total loss to shareholders of 32% over the past three years.Recent Insider Transactions • May 15Chief Financial Officer recently bought kr83k worth of stockOn the 8th of May, Simon Mulder bought around 2k shares on-market at roughly kr41.38 per share. This transaction amounted to 42% 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 Simon's only on-market trade for the last 12 months.お知らせ • Apr 30Sensys Gatso Group AB (publ) to Report Q1, 2026 Results on May 07, 2026Sensys Gatso Group AB (publ) announced that they will report Q1, 2026 results at 8:30 AM, Central European Standard Time on May 07, 2026Reported Earnings • Apr 13Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: kr0.42 loss per share (down from kr0.51 profit in FY 2024). Revenue: kr719.1m (up 14% from FY 2024). Net loss: kr4.84m (down 182% from profit in FY 2024). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 35%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.お知らせ • Apr 09Sensys Gatso Group AB (publ), Annual General Meeting, May 07, 2026Sensys Gatso Group AB (publ), Annual General Meeting, May 07, 2026, at 15:00 W. Europe Standard Time. Location: company`s premises at vasavagen 3c in jonkoping, SwedenReported Earnings • Feb 28Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: kr0.42 loss per share (down from kr0.51 profit in FY 2024). Revenue: kr719.1m (up 14% from FY 2024). Net loss: kr4.84m (down 182% from profit in FY 2024). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 35%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.New Risk • Feb 27New major risk - Revenue and earnings growthEarnings have declined by 30% 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 Risks Interest payments are not well covered by earnings (0.8x net interest cover). Earnings have declined by 30% per year over the past 5 years. Minor Risk Market cap is less than US$100m (kr442.8m market cap, or US$48.9m).Reported Earnings • Nov 21Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: kr0.51 (up from kr0.71 loss in 3Q 2024). Revenue: kr164.7m (up 17% from 3Q 2024). Net income: kr5.90m (up kr13.2m from 3Q 2024). Profit margin: 3.6% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) exceeded analyst estimates by 70%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.分析記事 • Nov 21Sensys Gatso Group (STO:SGG) Seems To Be Using A Lot Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Aug 24Sensys Gatso Group AB (publ) (STO:SGG) Just Reported And Analysts Have Been Lifting Their Price TargetsSensys Gatso Group AB (publ) ( STO:SGG ) came out with its quarterly results last week, and we wanted to see how the...Reported Earnings • Aug 22Second quarter 2025 earnings released: kr0.78 loss per share (vs kr0.83 profit in 2Q 2024)Second quarter 2025 results: kr0.78 loss per share (down from kr0.83 profit in 2Q 2024). Revenue: kr204.1m (up 22% from 2Q 2024). Net loss: kr8.94m (down 193% from profit in 2Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.ナラティブの更新 • Aug 16US, Australia And Ghana Expansion Will Deliver Recurring TRaaS ValueThe upward revision in Sensys Gatso Group’s price target is primarily supported by an improvement in net profit margin alongside a slight increase in its future P/E, leading to a new fair value estimate of SEK62.50. What's in the News Sensys Gatso Australia's subsidiary secured a four-year contract worth AUD 2.2 million (SEK 14 million) with Serco Traffic Camera Services to provide trailer-based, mobile speed enforcement camera services for the Victorian Government.Price Target Changed • May 19Price target decreased by 22% to kr55.50Down from kr71.00, the current price target is provided by 1 analyst. New target price is 30% above last closing price of kr42.70. Stock is down 45% over the past year. The company is forecast to post earnings per share of kr1.61 for next year compared to kr0.51 last year.Reported Earnings • Apr 17Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: kr0.51 (down from kr1.06 in FY 2023). Revenue: kr631.2m (up 1.2% from FY 2023). Net income: kr5.93m (down 51% from FY 2023). Profit margin: 0.9% (down from 2.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.2%. Earnings per share (EPS) also missed analyst estimates by 73%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.お知らせ • Apr 17Sensys Gatso Group AB (publ) to Report Q1, 2025 Results on Apr 24, 2025Sensys Gatso Group AB (publ) announced that they will report Q1, 2025 results at 8:30 AM, Central European Standard Time on Apr 24, 2025お知らせ • Apr 16+ 3 more updatesSensys Gatso Group AB (publ), Annual General Meeting, May 15, 2025Sensys Gatso Group AB (publ), Annual General Meeting, May 15, 2025, at 15:00 W. Europe Standard Time. Location: at the companys premises, at vasavagen 3c, jonkoping Sweden分析記事 • Apr 16Is Sensys Gatso Group (STO:SGG) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • Mar 07Consensus revenue estimates decrease by 18%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from kr897.0m to kr735.0m. EPS estimate increased from kr5.41 to kr6.40 per share. Net income forecast to grow 1,149% next year vs 39% growth forecast for Electronic industry in Sweden. Consensus price target down from kr81.50 to kr71.00. Share price fell 7.9% to kr46.00 over the past week.Reported Earnings • Mar 04Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: kr0.49 (down from kr1.06 in FY 2023). Revenue: kr631.2m (up 1.2% from FY 2023). Net income: kr5.93m (down 51% from FY 2023). Profit margin: 0.9% (down from 2.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.2%. Earnings per share (EPS) also missed analyst estimates by 73%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.分析記事 • Mar 04With A 26% Price Drop For Sensys Gatso Group AB (publ) (STO:SGG) You'll Still Get What You Pay ForSensys Gatso Group AB (publ) ( STO:SGG ) shareholders won't be pleased to see that the share price has had a very rough...分析記事 • Mar 01Sensys Gatso Group (STO:SGG) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...New Risk • Feb 28New 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 7.4% 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 (7.4% average weekly change). Market cap is less than US$100m (kr678.0m market cap, or US$63.0m).Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr49.95, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Electronic industry in Sweden. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr29.21 per share.新しいナラティブ • Jan 27Execution Of SEK 1 Billion Backlog Will Provide Future Revenue Visibility Robust order backlog and new contracts are expected to boost future revenue and improve net margins over time. Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr65.50, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Electronic industry in Sweden. Total loss to shareholders of 16% over the past three years.Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improves as stock rises 23%After last week's 23% share price gain to kr55.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Electronic industry in Sweden. Total loss to shareholders of 24% over the past three years.分析記事 • Dec 07Sensys Gatso Group AB (publ) (STO:SGG) Shares Slammed 27% But Getting In Cheap Might Be Difficult RegardlessUnfortunately for some shareholders, the Sensys Gatso Group AB (publ) ( STO:SGG ) share price has dived 27% in the last...Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to kr49.05, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Electronic industry in Sweden. Total loss to shareholders of 38% over the past three years.Reported Earnings • Nov 17Third quarter 2024 earnings released: kr0.64 loss per share (vs kr0.71 profit in 3Q 2023)Third quarter 2024 results: kr0.64 loss per share (down from kr0.71 profit in 3Q 2023). Revenue: kr141.0m (down 10% from 3Q 2023). Net loss: kr7.32m (down 190% from profit in 3Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: kr0.83 (vs kr0.33 in 2Q 2023)Second quarter 2024 results: EPS: kr0.83 (up from kr0.33 in 2Q 2023). Revenue: kr167.4m (up 26% from 2Q 2023). Net income: kr9.62m (up 151% from 2Q 2023). Profit margin: 5.7% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 26First quarter 2024 earnings released: kr0.51 loss per share (vs kr1.23 loss in 1Q 2023)First quarter 2024 results: kr0.51 loss per share (improved from kr1.23 loss in 1Q 2023). Revenue: kr125.0m (up 10% from 1Q 2023). Net loss: kr5.89m (loss narrowed 58% from 1Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 19Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: kr1.06 (down from kr1.61 in FY 2022). Revenue: kr623.5m (up 26% from FY 2022). Net income: kr12.2m (down 34% from FY 2022). Profit margin: 2.0% (down from 3.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Apr 16+ 3 more updatesSensys Gatso Group AB (publ) to Report Q3, 2024 Results on Nov 15, 2024Sensys Gatso Group AB (publ) announced that they will report Q3, 2024 results on Nov 15, 2024お知らせ • Mar 28Sensys Gatso Group AB (publ), Annual General Meeting, May 08, 2024Sensys Gatso Group AB (publ), Annual General Meeting, May 08, 2024, at 10:00 Central European Standard Time. Location: Vasavägen 3c in Jönköping Jonkoping Sweden Agenda: To Presentation of the annual accounts and the auditor’s report together with the annual consolidated accounts and the auditor’s report for the Group; to Resolution on the adoption of the Company’s income statement and the balance sheet and the consolidated income statement and the balance sheet for the Group; to Resolution on dispositions in respect of the Company’s profits/loss according to the adopted balance sheet; to Resolution concerning the discharge from liability for the Members of the Board of Directors and the CEO; and to discuss other matters.Reported Earnings • Feb 23Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: kr1.06 (down from kr1.61 in FY 2022). Revenue: kr623.5m (up 26% from FY 2022). Net income: kr12.2m (down 34% from FY 2022). Profit margin: 2.0% (down from 3.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.分析記事 • Feb 17These 4 Measures Indicate That Sensys Gatso Group (STO:SGG) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Feb 15Sensys Gatso Group AB (publ) to Report Q4, 2023 Results on Feb 22, 2024Sensys Gatso Group AB (publ) announced that they will report Q4, 2023 results at 8:30 AM, Central European Standard Time on Feb 22, 2024Price Target Changed • Nov 19Price target increased by 8.8% to kr111Up from kr102, the current price target is an average from 2 analysts. New target price is 50% above last closing price of kr73.95. Stock is down 5.5% over the past year. The company is forecast to post earnings per share of kr1.50 for next year compared to kr1.61 last year.Reported Earnings • Nov 17Third quarter 2023 earnings: EPS misses analyst expectationsThird quarter 2023 results: EPS: kr0.71 (up from kr0.47 loss in 3Q 2022). Revenue: kr157.0m (up 65% from 3Q 2022). Net income: kr8.14m (up kr13.6m from 3Q 2022). Profit margin: 5.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 14% per year.お知らせ • Nov 10Sensys Gatso Group AB (publ) to Report Q3, 2023 Results on Nov 16, 2023Sensys Gatso Group AB (publ) announced that they will report Q3, 2023 results at 8:30 AM, Central European Standard Time on Nov 16, 2023分析記事 • Nov 08Investors Will Want Sensys Gatso Group's (STO:SGG) Growth In ROCE To PersistIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...分析記事 • Aug 20Sensys Gatso Group AB (publ) Just Reported A Surprise Profit, And Analysts Lifted Their EstimatesThe second-quarter results for Sensys Gatso Group AB (publ) ( STO:SGG ) were released last week, making it a good time...お知らせ • Aug 19Sensys Gatso Group AB (Publ) Provides Earnings Guidance for the Full Year 2023Sensys Gatso Group AB (publ) provided earnings guidance for the full year 2023. For the period, The company expects revenue level between SEK 550 million and SEK 650 million.Reported Earnings • Aug 18Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: kr0.32 (down from kr0.69 in 2Q 2022). Revenue: kr132.6m (up 6.5% from 2Q 2022). Net income: kr3.83m (down 52% from 2Q 2022). Profit margin: 2.9% (down from 6.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.6%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • Aug 11Sensys Gatso Group AB (publ) to Report Q2, 2023 Results on Aug 17, 2023Sensys Gatso Group AB (publ) announced that they will report Q2, 2023 results at 8:30 AM, Central European Standard Time on Aug 17, 2023分析記事 • Jun 10Is Sensys Gatso Group (STO:SENS) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • May 03Price target decreased by 15% to kr1.33Down from kr1.55, the current price target is an average from 2 analysts. New target price is 49% above last closing price of kr0.89. Stock is down 5.5% over the past year. The company is forecast to post earnings per share of kr0.05 for next year compared to kr0.02 last year.分析記事 • Apr 28Sensys Gatso Group (STO:SENS) Is Experiencing Growth In Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Reported Earnings • Apr 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: kr0.02 (down from kr0.035 in FY 2021). Revenue: kr494.6m (down 2.4% from FY 2021). Net income: kr18.6m (down 43% from FY 2021). Profit margin: 3.8% (down from 6.4% in FY 2021). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 38%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Major Estimate Revision • Mar 02Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from kr0.052 to kr0.045 per share. Revenue forecast steady at kr670.0m. Net income forecast to grow 129% next year vs 46% growth forecast for Electronic industry in Sweden. Consensus price target broadly unchanged at kr1.55. Share price rose 2.0% to kr1.11 over the past week.Price Target Changed • Feb 25Price target decreased by 7.7% to kr1.50Down from kr1.63, the current price target is an average from 2 analysts. New target price is 37% above last closing price of kr1.09. Stock is up 23% over the past year. The company is forecast to post earnings per share of kr0.05 for next year compared to kr0.02 last year.Reported Earnings • Feb 24Full year 2022 earnings released: EPS: kr0.02 (vs kr0.035 in FY 2021)Full year 2022 results: EPS: kr0.02 (down from kr0.035 in FY 2021). Revenue: kr494.6m (down 2.4% from FY 2021). Net income: kr18.6m (down 43% from FY 2021). Profit margin: 3.8% (down from 6.4% in FY 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Dec 03Chief Technology Officer recently bought kr50k worth of stockOn the 1st of December, Par Degerman bought around 52k shares on-market at roughly kr0.96 per share. This transaction amounted to 99% 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 the only on-market transaction from insiders over the last 12 months.Major Estimate Revision • Nov 24Consensus revenue estimates fall by 17%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from kr563.0m to kr467.5m. EPS estimate fell from kr0.05 to kr0.01 per share. Net income forecast to grow 50% next year vs 93% growth forecast for Electronic industry in Sweden. Consensus price target down from kr1.63 to kr1.53. Share price fell 6.0% to kr0.96 over the past week.Reported Earnings • Nov 18Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: kr0.006 loss per share (down from kr0.022 profit in 3Q 2021). Revenue: kr95.4m (down 27% from 3Q 2021). Net loss: kr5.42m (down 126% from profit in 3Q 2021). Revenue missed analyst estimates by 35%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Major Estimate Revision • Aug 25Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from kr0.06 to kr0.05 per share. Revenue forecast steady at kr563.0m. Net income forecast to grow 17% next year vs 39% growth forecast for Electronic industry in Sweden. Consensus price target up from kr1.58 to kr1.63. Share price was steady at kr1.05 over the past week.Reported Earnings • Aug 19Second quarter 2022 earnings: EPS in line with expectations, revenues disappointSecond quarter 2022 results: EPS: kr0.009 (up from kr0.003 in 2Q 2021). Revenue: kr124.5m (down 1.0% from 2Q 2021). Net income: kr7.99m (up 206% from 2Q 2021). Profit margin: 6.4% (up from 2.1% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 17%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 19%, compared to a 14% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.分析記事 • Jun 08After Leaping 26% Sensys Gatso Group AB (publ) (STO:SENS) Shares Are Not Flying Under The RadarDespite an already strong run, Sensys Gatso Group AB (publ) ( STO:SENS ) shares have been powering on, with a gain of...Price Target Changed • May 09Price target decreased to kr1.58Down from kr1.73, the current price target is an average from 2 analysts. New target price is 75% above last closing price of kr0.90. Stock is down 21% over the past year. The company is forecast to post earnings per share of kr0.055 for next year compared to kr0.035 last year.Reported Earnings • May 01First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: kr0.006 (up from kr0.01 loss in 1Q 2021). Revenue: kr113.4m (up 45% from 1Q 2021). Net income: kr5.52m (up kr14.5m from 1Q 2021). Profit margin: 4.9% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 29%. Earnings per share (EPS) exceeded analyst estimates by 167%. Over the next year, revenue is forecast to grow 18%, compared to a 19% growth forecast for the industry in Sweden. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 18Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: kr0.035 (up from kr0.006 in FY 2020). Revenue: kr506.8m (up 11% from FY 2020). Net income: kr32.6m (up kr27.5m from FY 2020). Profit margin: 6.4% (up from 1.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 167%. Over the next year, revenue is forecast to grow 19%, compared to a 17% growth forecast for the industry in Sweden. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to kr1.02, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Electronic industry in Sweden. Total loss to shareholders of 39% over the past three years.Major Estimate Revision • Mar 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from kr640.5m to kr605.0m. EPS estimate rose from kr0.08 to kr0.10. Net income forecast to grow 83% next year vs 72% growth forecast for Electronic industry in Sweden. Consensus price target up from kr1.73 to kr1.78. Share price was steady at kr0.90 over the past week.分析記事 • Feb 28A Look At The Intrinsic Value Of Sensys Gatso Group AB (publ) (STO:SENS)How far off is Sensys Gatso Group AB (publ) ( STO:SENS ) from its intrinsic value? Using the most recent financial...Reported Earnings • Feb 24Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: kr0.035 (up from kr0.006 in FY 2020). Revenue: kr506.8m (up 11% from FY 2020). Net income: kr32.6m (up kr27.5m from FY 2020). Profit margin: 6.4% (up from 1.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 167%. Over the next year, revenue is forecast to grow 26%, compared to a 16% growth forecast for the industry in Sweden. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Major Estimate Revision • Dec 01Consensus revenue estimates fall to kr479.5mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from kr571.0m to kr479.5m. EPS estimate fell from kr0.04 to kr0.015 per share. Net income forecast to grow 121% next year vs 61% growth forecast for Electronic industry in Sweden. Consensus price target down from kr2.10 to kr1.73. Share price fell 5.1% to kr0.96 over the past week.分析記事 • Nov 30Time To Worry? Analysts Just Downgraded Their Sensys Gatso Group AB (publ) (STO:SENS) OutlookOne thing we could say about the analysts on Sensys Gatso Group AB (publ) ( STO:SENS ) - they aren't optimistic, having...Price Target Changed • Nov 27Price target decreased to kr1.83Down from kr2.20, the current price target is an average from 2 analysts. New target price is 92% above last closing price of kr0.95. Stock is down 40% over the past year. The company is forecast to post earnings per share of kr0.04 for next year compared to kr0.0059 last year.Reported Earnings • Nov 25Third quarter 2021 earnings: EPS and revenues miss analyst expectationsThird quarter 2021 results: EPS: kr0.022 (up from kr0.007 in 3Q 2020). Revenue: kr130.4m (flat on 3Q 2020). Net income: kr20.7m (up 222% from 3Q 2020). Profit margin: 16% (up from 4.9% in 3Q 2020). Revenue missed analyst estimates by 29%. Earnings per share (EPS) also missed analyst estimates by 73%. Earnings per share (EPS) missed analyst estimates by 73%. Over the next year, revenue is forecast to grow 48%, compared to a 25% growth forecast for the industry in Sweden. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Oct 29Chief Technology Officer recently bought kr51k worth of stockOn the 27th of October, Par Degerman bought around 53k shares on-market at roughly kr0.97 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr78k. Insiders have collectively bought kr893k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Aug 21Chief Financial Officer recently bought kr52k worth of stockOn the 19th of August, Simon Mulder bought around 53k shares on-market at roughly kr0.99 per share. This was the largest purchase by an insider in the last 3 months. This was Simon's only on-market trade for the last 12 months.Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS kr0.003 (vs kr0.004 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: kr125.8m (up 35% from 2Q 2020). Net income: kr2.61m (down 27% from 2Q 2020). Profit margin: 2.1% (down from 3.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.分析記事 • Aug 05Sensys Gatso Group (STO:SENS) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 06Sensys Gatso Group (STO:SENS) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Major Estimate Revision • May 05Consensus revenue estimates fall to kr639.5mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from kr719.5m to kr639.5m. EPS estimate fell from kr0.09 to kr0.065 per share. Net income forecast to grow 414% next year vs 43% growth forecast for Electronic industry in Sweden. Consensus price target of kr2.20 unchanged from last update. Share price fell 6.0% to kr1.18 over the past week.Reported Earnings • Apr 30First quarter 2021 earnings released: kr0.01 loss per share (vs kr0.017 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: kr78.1m (down 18% from 1Q 2020). Net loss: kr8.95m (loss narrowed 40% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Apr 30Independent Chairman of the Board recently bought kr188k worth of stockOn the 28th of April, Claes Ödman bought around 150k shares on-market at roughly kr1.25 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr238k. This was Claes' only on-market trade for the last 12 months.分析記事 • Apr 13Investors Could Be Concerned With Sensys Gatso Group's (STO:SENS) Returns On CapitalWhen researching a stock for investment, what can tell us that the company is in decline? When we see a declining...Reported Earnings • Apr 12Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr454.9m (up 12% from FY 2019). Net income: kr5.05m (up kr18.4m from FY 2019). Profit margin: 1.1% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 23Sensys Gatso Group AB (publ) (STO:SENS) Shares Could Be 41% Below Their Intrinsic Value EstimateHow far off is Sensys Gatso Group AB (publ) ( STO:SENS ) from its intrinsic value? Using the most recent financial...Major Estimate Revision • Mar 04Analysts update estimatesThe 2021 consensus revenue estimate was lowered from kr848.9m to kr719.5m. Earning per share (EPS) estimate was unchanged from the last update at kr0.09. The Electronic industry in Sweden is expected to see an average net income growth of 42% next year. The consensus price target of kr2.28 was unchanged from the last update. Share price stayed mostly flat at kr1.36 over the past week.分析記事 • Mar 02Is The Market Rewarding Sensys Gatso Group AB (publ) (STO:SENS) With A Negative Sentiment As A Result Of Its Mixed Fundamentals?Sensys Gatso Group (STO:SENS) has had a rough three months with its share price down 16%. It seems that the market...分析記事 • Mar 02Time To Worry? Analysts Just Downgraded Their Sensys Gatso Group AB (publ) (STO:SENS) OutlookThe analysts covering Sensys Gatso Group AB (publ) ( STO:SENS ) delivered a dose of negativity to shareholders today...Reported Earnings • Mar 02Full year 2020 earnings released: EPS kr0.006 (vs kr0.016 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr454.9m (up 12% from FY 2019). Net income: kr5.05m (up kr18.4m from FY 2019). Profit margin: 1.1% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Mar 02Revenue and earnings miss expectationsRevenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 73%. Over the next year, revenue is forecast to grow 62%, compared to a 9.4% growth forecast for the Electronic industry in Sweden.Recent Insider Transactions • Feb 28Chief Executive Officer recently bought kr205k worth of stockOn the 26th of February, Ivo Mönnink bought around 150k shares on-market at roughly kr1.36 per share. This was the largest purchase by an insider in the last 3 months. Ivo has been a buyer over the last 12 months, purchasing a net total of kr399k worth in shares.Is New 90 Day High Low • Feb 25New 90-day low: kr1.36The company is down 14% from its price of kr1.58 on 27 November 2020. The Swedish market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr11.84 per share.分析記事 • Feb 16What Type Of Shareholders Make Up Sensys Gatso Group AB (publ)'s (STO:SENS) Share Registry?A look at the shareholders of Sensys Gatso Group AB (publ) ( STO:SENS ) can tell us which group is most powerful...Is New 90 Day High Low • Feb 08New 90-day low: kr1.39The company is down 2.0% from its price of kr1.42 on 10 November 2020. The Swedish market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr11.88 per share.分析記事 • Jan 29Is Sensys Gatso Group (STO:SENS) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...業績と収益の成長予測OM:SGG - 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12/31/202896561-397212/31/202789349-1387212/31/202677738-287223/31/20267261750150N/A12/31/2025719-528125N/A9/30/2025719-8-8842N/A6/30/2025695-21-7812N/A3/31/2025659-3-120-42N/A12/31/20246316-4544N/A9/30/202465411-6824N/A6/30/202467026-6320N/A3/31/202463520-5044N/A12/31/202362412-111-18N/A9/30/20235648-29-16N/A6/30/2023503-5-699N/A3/31/2023494-1059N/A12/31/20224951981126N/A9/30/20225062690130N/A6/30/20225415269101N/A3/31/20225424763108N/A12/31/202150733-339N/A9/30/202146924-54-9N/A6/30/202147010-462N/A3/31/202143711-68-34N/A12/31/20204555-1815N/A9/30/2020479132266N/A6/30/2020420-8-931N/A3/31/2020424-20-1826N/A12/31/2019406-13N/A-4N/A9/30/2019373-23N/A-8N/A6/30/2019395-5N/A27N/A3/31/20193871N/A25N/A12/31/2018380-2N/A49N/A9/30/2018339-21N/A3N/A6/30/2018314-40N/A-19N/A3/31/2018294-55N/A-27N/A12/31/2017293-58N/A-39N/A9/30/2017314-47N/A17N/A6/30/2017311-34N/A52N/A3/31/2017343-18N/A76N/A12/31/2016437-22N/A88N/A9/30/2016511-2N/A50N/A6/30/2016543-5N/A14N/A3/31/20165088N/A22N/A12/31/201539841N/A38N/A9/30/201527837N/A45N/A6/30/201522153N/A65N/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: SGGの予測収益成長率 (年間37.1% ) は 貯蓄率 ( 2% ) を上回っています。収益対市場: SGGの収益 ( 37.1% ) はSwedish市場 ( 8.4% ) 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: SGG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: SGGの収益 ( 10.7% ) Swedish市場 ( -0.4% ) 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: SGGの収益 ( 10.7% ) 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: SGG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 ( 7.9 %)。成長企業の発掘7D1Y7D1Y7D1YTech 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2026/06/25 01:18終値2026/06/25 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Sensys Gatso Group AB (publ) 2 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。2 アナリスト機関Orjan RodenDNB Carnegie Commissioned ResearchViktor WestmanRedeye
分析記事 • Aug 24Sensys Gatso Group AB (publ) (STO:SGG) Just Reported And Analysts Have Been Lifting Their Price TargetsSensys Gatso Group AB (publ) ( STO:SGG ) came out with its quarterly results last week, and we wanted to see how the...
Price Target Changed • May 19Price target decreased by 22% to kr55.50Down from kr71.00, the current price target is provided by 1 analyst. New target price is 30% above last closing price of kr42.70. Stock is down 45% over the past year. The company is forecast to post earnings per share of kr1.61 for next year compared to kr0.51 last year.
Major Estimate Revision • Mar 07Consensus revenue estimates decrease by 18%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from kr897.0m to kr735.0m. EPS estimate increased from kr5.41 to kr6.40 per share. Net income forecast to grow 1,149% next year vs 39% growth forecast for Electronic industry in Sweden. Consensus price target down from kr81.50 to kr71.00. Share price fell 7.9% to kr46.00 over the past week.
Price Target Changed • Nov 19Price target increased by 8.8% to kr111Up from kr102, the current price target is an average from 2 analysts. New target price is 50% above last closing price of kr73.95. Stock is down 5.5% over the past year. The company is forecast to post earnings per share of kr1.50 for next year compared to kr1.61 last year.
分析記事 • Aug 20Sensys Gatso Group AB (publ) Just Reported A Surprise Profit, And Analysts Lifted Their EstimatesThe second-quarter results for Sensys Gatso Group AB (publ) ( STO:SGG ) were released last week, making it a good time...
お知らせ • Aug 19Sensys Gatso Group AB (Publ) Provides Earnings Guidance for the Full Year 2023Sensys Gatso Group AB (publ) provided earnings guidance for the full year 2023. For the period, The company expects revenue level between SEK 550 million and SEK 650 million.
お知らせ • Jun 24Sensys Gatso Group Appoints Johan Norrman as Chief Technology Officer, Effective August 2026Sensys Gatso Group announced the appointment of Johan Norrman as Chief Technology Officer. Norrman joined the company's group management team and led the company's global technology strategy, product development, information technology, and research and development initiatives. Norrman brought more than 20 years of experience driving technology for organizations across the transportation, fleet management, medical technology, and industrial sectors. Most recently, he served as Chief Technology Officer for one of Europe's leading fleet management solution providers, where he led the development of integrated hardware and software platforms designed to improve vehicle safety, operational efficiency, and fleet performance. His background included the deployment of advanced AI-driven video technologies that helped commercial fleet operators identify risky driving behaviors, improve traffic safety outcomes, and support accident investigations through intelligent video analytics. Throughout his career, Norrman successfully guided organizations through major technology transformations, including cloud migration initiatives, software platform modernization, and the integration of hardware, software, and data-driven services. As CTO, Norrman will focus on strengthening Sensys Gatsos technology platforms, supporting the continued evolution of its on premises and cloud-based offerings, and helping the company maximize the value of its global engineering resources. Having previously led large-scale technology consolidation and modernization initiatives, he sees significant opportunities to further enhance efficiency, scalability, and innovation across the companys product portfolio. Norrman will join Sensys Gatso in August 2026.
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Director Mark Talbot was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr50.60, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Sweden. Total loss to shareholders of 32% over the past three years.
Recent Insider Transactions • May 15Chief Financial Officer recently bought kr83k worth of stockOn the 8th of May, Simon Mulder bought around 2k shares on-market at roughly kr41.38 per share. This transaction amounted to 42% 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 Simon's only on-market trade for the last 12 months.
お知らせ • Apr 30Sensys Gatso Group AB (publ) to Report Q1, 2026 Results on May 07, 2026Sensys Gatso Group AB (publ) announced that they will report Q1, 2026 results at 8:30 AM, Central European Standard Time on May 07, 2026
Reported Earnings • Apr 13Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: kr0.42 loss per share (down from kr0.51 profit in FY 2024). Revenue: kr719.1m (up 14% from FY 2024). Net loss: kr4.84m (down 182% from profit in FY 2024). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 35%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 09Sensys Gatso Group AB (publ), Annual General Meeting, May 07, 2026Sensys Gatso Group AB (publ), Annual General Meeting, May 07, 2026, at 15:00 W. Europe Standard Time. Location: company`s premises at vasavagen 3c in jonkoping, Sweden
Reported Earnings • Feb 28Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: kr0.42 loss per share (down from kr0.51 profit in FY 2024). Revenue: kr719.1m (up 14% from FY 2024). Net loss: kr4.84m (down 182% from profit in FY 2024). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 35%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
New Risk • Feb 27New major risk - Revenue and earnings growthEarnings have declined by 30% 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 Risks Interest payments are not well covered by earnings (0.8x net interest cover). Earnings have declined by 30% per year over the past 5 years. Minor Risk Market cap is less than US$100m (kr442.8m market cap, or US$48.9m).
Reported Earnings • Nov 21Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: kr0.51 (up from kr0.71 loss in 3Q 2024). Revenue: kr164.7m (up 17% from 3Q 2024). Net income: kr5.90m (up kr13.2m from 3Q 2024). Profit margin: 3.6% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) exceeded analyst estimates by 70%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
分析記事 • Nov 21Sensys Gatso Group (STO:SGG) Seems To Be Using A Lot Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Aug 24Sensys Gatso Group AB (publ) (STO:SGG) Just Reported And Analysts Have Been Lifting Their Price TargetsSensys Gatso Group AB (publ) ( STO:SGG ) came out with its quarterly results last week, and we wanted to see how the...
Reported Earnings • Aug 22Second quarter 2025 earnings released: kr0.78 loss per share (vs kr0.83 profit in 2Q 2024)Second quarter 2025 results: kr0.78 loss per share (down from kr0.83 profit in 2Q 2024). Revenue: kr204.1m (up 22% from 2Q 2024). Net loss: kr8.94m (down 193% from profit in 2Q 2024). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.
ナラティブの更新 • Aug 16US, Australia And Ghana Expansion Will Deliver Recurring TRaaS ValueThe upward revision in Sensys Gatso Group’s price target is primarily supported by an improvement in net profit margin alongside a slight increase in its future P/E, leading to a new fair value estimate of SEK62.50. What's in the News Sensys Gatso Australia's subsidiary secured a four-year contract worth AUD 2.2 million (SEK 14 million) with Serco Traffic Camera Services to provide trailer-based, mobile speed enforcement camera services for the Victorian Government.
Price Target Changed • May 19Price target decreased by 22% to kr55.50Down from kr71.00, the current price target is provided by 1 analyst. New target price is 30% above last closing price of kr42.70. Stock is down 45% over the past year. The company is forecast to post earnings per share of kr1.61 for next year compared to kr0.51 last year.
Reported Earnings • Apr 17Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: kr0.51 (down from kr1.06 in FY 2023). Revenue: kr631.2m (up 1.2% from FY 2023). Net income: kr5.93m (down 51% from FY 2023). Profit margin: 0.9% (down from 2.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.2%. Earnings per share (EPS) also missed analyst estimates by 73%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 17Sensys Gatso Group AB (publ) to Report Q1, 2025 Results on Apr 24, 2025Sensys Gatso Group AB (publ) announced that they will report Q1, 2025 results at 8:30 AM, Central European Standard Time on Apr 24, 2025
お知らせ • Apr 16+ 3 more updatesSensys Gatso Group AB (publ), Annual General Meeting, May 15, 2025Sensys Gatso Group AB (publ), Annual General Meeting, May 15, 2025, at 15:00 W. Europe Standard Time. Location: at the companys premises, at vasavagen 3c, jonkoping Sweden
分析記事 • Apr 16Is Sensys Gatso Group (STO:SGG) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • Mar 07Consensus revenue estimates decrease by 18%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from kr897.0m to kr735.0m. EPS estimate increased from kr5.41 to kr6.40 per share. Net income forecast to grow 1,149% next year vs 39% growth forecast for Electronic industry in Sweden. Consensus price target down from kr81.50 to kr71.00. Share price fell 7.9% to kr46.00 over the past week.
Reported Earnings • Mar 04Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: kr0.49 (down from kr1.06 in FY 2023). Revenue: kr631.2m (up 1.2% from FY 2023). Net income: kr5.93m (down 51% from FY 2023). Profit margin: 0.9% (down from 2.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.2%. Earnings per share (EPS) also missed analyst estimates by 73%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 04With A 26% Price Drop For Sensys Gatso Group AB (publ) (STO:SGG) You'll Still Get What You Pay ForSensys Gatso Group AB (publ) ( STO:SGG ) shareholders won't be pleased to see that the share price has had a very rough...
分析記事 • Mar 01Sensys Gatso Group (STO:SGG) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
New Risk • Feb 28New 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 7.4% 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 (7.4% average weekly change). Market cap is less than US$100m (kr678.0m market cap, or US$63.0m).
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr49.95, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Electronic industry in Sweden. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr29.21 per share.
新しいナラティブ • Jan 27Execution Of SEK 1 Billion Backlog Will Provide Future Revenue Visibility Robust order backlog and new contracts are expected to boost future revenue and improve net margins over time.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr65.50, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Electronic industry in Sweden. Total loss to shareholders of 16% over the past three years.
Valuation Update With 7 Day Price Move • Dec 13Investor sentiment improves as stock rises 23%After last week's 23% share price gain to kr55.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 14x in the Electronic industry in Sweden. Total loss to shareholders of 24% over the past three years.
分析記事 • Dec 07Sensys Gatso Group AB (publ) (STO:SGG) Shares Slammed 27% But Getting In Cheap Might Be Difficult RegardlessUnfortunately for some shareholders, the Sensys Gatso Group AB (publ) ( STO:SGG ) share price has dived 27% in the last...
Valuation Update With 7 Day Price Move • Nov 22Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to kr49.05, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Electronic industry in Sweden. Total loss to shareholders of 38% over the past three years.
Reported Earnings • Nov 17Third quarter 2024 earnings released: kr0.64 loss per share (vs kr0.71 profit in 3Q 2023)Third quarter 2024 results: kr0.64 loss per share (down from kr0.71 profit in 3Q 2023). Revenue: kr141.0m (down 10% from 3Q 2023). Net loss: kr7.32m (down 190% from profit in 3Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: kr0.83 (vs kr0.33 in 2Q 2023)Second quarter 2024 results: EPS: kr0.83 (up from kr0.33 in 2Q 2023). Revenue: kr167.4m (up 26% from 2Q 2023). Net income: kr9.62m (up 151% from 2Q 2023). Profit margin: 5.7% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 26First quarter 2024 earnings released: kr0.51 loss per share (vs kr1.23 loss in 1Q 2023)First quarter 2024 results: kr0.51 loss per share (improved from kr1.23 loss in 1Q 2023). Revenue: kr125.0m (up 10% from 1Q 2023). Net loss: kr5.89m (loss narrowed 58% from 1Q 2023). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 19Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: kr1.06 (down from kr1.61 in FY 2022). Revenue: kr623.5m (up 26% from FY 2022). Net income: kr12.2m (down 34% from FY 2022). Profit margin: 2.0% (down from 3.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 16+ 3 more updatesSensys Gatso Group AB (publ) to Report Q3, 2024 Results on Nov 15, 2024Sensys Gatso Group AB (publ) announced that they will report Q3, 2024 results on Nov 15, 2024
お知らせ • Mar 28Sensys Gatso Group AB (publ), Annual General Meeting, May 08, 2024Sensys Gatso Group AB (publ), Annual General Meeting, May 08, 2024, at 10:00 Central European Standard Time. Location: Vasavägen 3c in Jönköping Jonkoping Sweden Agenda: To Presentation of the annual accounts and the auditor’s report together with the annual consolidated accounts and the auditor’s report for the Group; to Resolution on the adoption of the Company’s income statement and the balance sheet and the consolidated income statement and the balance sheet for the Group; to Resolution on dispositions in respect of the Company’s profits/loss according to the adopted balance sheet; to Resolution concerning the discharge from liability for the Members of the Board of Directors and the CEO; and to discuss other matters.
Reported Earnings • Feb 23Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: kr1.06 (down from kr1.61 in FY 2022). Revenue: kr623.5m (up 26% from FY 2022). Net income: kr12.2m (down 34% from FY 2022). Profit margin: 2.0% (down from 3.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
分析記事 • Feb 17These 4 Measures Indicate That Sensys Gatso Group (STO:SGG) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Feb 15Sensys Gatso Group AB (publ) to Report Q4, 2023 Results on Feb 22, 2024Sensys Gatso Group AB (publ) announced that they will report Q4, 2023 results at 8:30 AM, Central European Standard Time on Feb 22, 2024
Price Target Changed • Nov 19Price target increased by 8.8% to kr111Up from kr102, the current price target is an average from 2 analysts. New target price is 50% above last closing price of kr73.95. Stock is down 5.5% over the past year. The company is forecast to post earnings per share of kr1.50 for next year compared to kr1.61 last year.
Reported Earnings • Nov 17Third quarter 2023 earnings: EPS misses analyst expectationsThird quarter 2023 results: EPS: kr0.71 (up from kr0.47 loss in 3Q 2022). Revenue: kr157.0m (up 65% from 3Q 2022). Net income: kr8.14m (up kr13.6m from 3Q 2022). Profit margin: 5.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 14% per year.
お知らせ • Nov 10Sensys Gatso Group AB (publ) to Report Q3, 2023 Results on Nov 16, 2023Sensys Gatso Group AB (publ) announced that they will report Q3, 2023 results at 8:30 AM, Central European Standard Time on Nov 16, 2023
分析記事 • Nov 08Investors Will Want Sensys Gatso Group's (STO:SGG) Growth In ROCE To PersistIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
分析記事 • Aug 20Sensys Gatso Group AB (publ) Just Reported A Surprise Profit, And Analysts Lifted Their EstimatesThe second-quarter results for Sensys Gatso Group AB (publ) ( STO:SGG ) were released last week, making it a good time...
お知らせ • Aug 19Sensys Gatso Group AB (Publ) Provides Earnings Guidance for the Full Year 2023Sensys Gatso Group AB (publ) provided earnings guidance for the full year 2023. For the period, The company expects revenue level between SEK 550 million and SEK 650 million.
Reported Earnings • Aug 18Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: kr0.32 (down from kr0.69 in 2Q 2022). Revenue: kr132.6m (up 6.5% from 2Q 2022). Net income: kr3.83m (down 52% from 2Q 2022). Profit margin: 2.9% (down from 6.4% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.6%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • Aug 11Sensys Gatso Group AB (publ) to Report Q2, 2023 Results on Aug 17, 2023Sensys Gatso Group AB (publ) announced that they will report Q2, 2023 results at 8:30 AM, Central European Standard Time on Aug 17, 2023
分析記事 • Jun 10Is Sensys Gatso Group (STO:SENS) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • May 03Price target decreased by 15% to kr1.33Down from kr1.55, the current price target is an average from 2 analysts. New target price is 49% above last closing price of kr0.89. Stock is down 5.5% over the past year. The company is forecast to post earnings per share of kr0.05 for next year compared to kr0.02 last year.
分析記事 • Apr 28Sensys Gatso Group (STO:SENS) Is Experiencing Growth In Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Reported Earnings • Apr 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: kr0.02 (down from kr0.035 in FY 2021). Revenue: kr494.6m (down 2.4% from FY 2021). Net income: kr18.6m (down 43% from FY 2021). Profit margin: 3.8% (down from 6.4% in FY 2021). Revenue exceeded analyst estimates by 5.8%. Earnings per share (EPS) also surpassed analyst estimates by 38%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Mar 02Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from kr0.052 to kr0.045 per share. Revenue forecast steady at kr670.0m. Net income forecast to grow 129% next year vs 46% growth forecast for Electronic industry in Sweden. Consensus price target broadly unchanged at kr1.55. Share price rose 2.0% to kr1.11 over the past week.
Price Target Changed • Feb 25Price target decreased by 7.7% to kr1.50Down from kr1.63, the current price target is an average from 2 analysts. New target price is 37% above last closing price of kr1.09. Stock is up 23% over the past year. The company is forecast to post earnings per share of kr0.05 for next year compared to kr0.02 last year.
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: kr0.02 (vs kr0.035 in FY 2021)Full year 2022 results: EPS: kr0.02 (down from kr0.035 in FY 2021). Revenue: kr494.6m (down 2.4% from FY 2021). Net income: kr18.6m (down 43% from FY 2021). Profit margin: 3.8% (down from 6.4% in FY 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Dec 03Chief Technology Officer recently bought kr50k worth of stockOn the 1st of December, Par Degerman bought around 52k shares on-market at roughly kr0.96 per share. This transaction amounted to 99% 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 the only on-market transaction from insiders over the last 12 months.
Major Estimate Revision • Nov 24Consensus revenue estimates fall by 17%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from kr563.0m to kr467.5m. EPS estimate fell from kr0.05 to kr0.01 per share. Net income forecast to grow 50% next year vs 93% growth forecast for Electronic industry in Sweden. Consensus price target down from kr1.63 to kr1.53. Share price fell 6.0% to kr0.96 over the past week.
Reported Earnings • Nov 18Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: kr0.006 loss per share (down from kr0.022 profit in 3Q 2021). Revenue: kr95.4m (down 27% from 3Q 2021). Net loss: kr5.42m (down 126% from profit in 3Q 2021). Revenue missed analyst estimates by 35%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Aug 25Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from kr0.06 to kr0.05 per share. Revenue forecast steady at kr563.0m. Net income forecast to grow 17% next year vs 39% growth forecast for Electronic industry in Sweden. Consensus price target up from kr1.58 to kr1.63. Share price was steady at kr1.05 over the past week.
Reported Earnings • Aug 19Second quarter 2022 earnings: EPS in line with expectations, revenues disappointSecond quarter 2022 results: EPS: kr0.009 (up from kr0.003 in 2Q 2021). Revenue: kr124.5m (down 1.0% from 2Q 2021). Net income: kr7.99m (up 206% from 2Q 2021). Profit margin: 6.4% (up from 2.1% in 2Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 17%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 19%, compared to a 14% growth forecast for the Electronic industry in Sweden. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
分析記事 • Jun 08After Leaping 26% Sensys Gatso Group AB (publ) (STO:SENS) Shares Are Not Flying Under The RadarDespite an already strong run, Sensys Gatso Group AB (publ) ( STO:SENS ) shares have been powering on, with a gain of...
Price Target Changed • May 09Price target decreased to kr1.58Down from kr1.73, the current price target is an average from 2 analysts. New target price is 75% above last closing price of kr0.90. Stock is down 21% over the past year. The company is forecast to post earnings per share of kr0.055 for next year compared to kr0.035 last year.
Reported Earnings • May 01First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: kr0.006 (up from kr0.01 loss in 1Q 2021). Revenue: kr113.4m (up 45% from 1Q 2021). Net income: kr5.52m (up kr14.5m from 1Q 2021). Profit margin: 4.9% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 29%. Earnings per share (EPS) exceeded analyst estimates by 167%. Over the next year, revenue is forecast to grow 18%, compared to a 19% growth forecast for the industry in Sweden. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 18Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: kr0.035 (up from kr0.006 in FY 2020). Revenue: kr506.8m (up 11% from FY 2020). Net income: kr32.6m (up kr27.5m from FY 2020). Profit margin: 6.4% (up from 1.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 167%. Over the next year, revenue is forecast to grow 19%, compared to a 17% growth forecast for the industry in Sweden. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to kr1.02, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Electronic industry in Sweden. Total loss to shareholders of 39% over the past three years.
Major Estimate Revision • Mar 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from kr640.5m to kr605.0m. EPS estimate rose from kr0.08 to kr0.10. Net income forecast to grow 83% next year vs 72% growth forecast for Electronic industry in Sweden. Consensus price target up from kr1.73 to kr1.78. Share price was steady at kr0.90 over the past week.
分析記事 • Feb 28A Look At The Intrinsic Value Of Sensys Gatso Group AB (publ) (STO:SENS)How far off is Sensys Gatso Group AB (publ) ( STO:SENS ) from its intrinsic value? Using the most recent financial...
Reported Earnings • Feb 24Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: kr0.035 (up from kr0.006 in FY 2020). Revenue: kr506.8m (up 11% from FY 2020). Net income: kr32.6m (up kr27.5m from FY 2020). Profit margin: 6.4% (up from 1.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 167%. Over the next year, revenue is forecast to grow 26%, compared to a 16% growth forecast for the industry in Sweden. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Dec 01Consensus revenue estimates fall to kr479.5mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from kr571.0m to kr479.5m. EPS estimate fell from kr0.04 to kr0.015 per share. Net income forecast to grow 121% next year vs 61% growth forecast for Electronic industry in Sweden. Consensus price target down from kr2.10 to kr1.73. Share price fell 5.1% to kr0.96 over the past week.
分析記事 • Nov 30Time To Worry? Analysts Just Downgraded Their Sensys Gatso Group AB (publ) (STO:SENS) OutlookOne thing we could say about the analysts on Sensys Gatso Group AB (publ) ( STO:SENS ) - they aren't optimistic, having...
Price Target Changed • Nov 27Price target decreased to kr1.83Down from kr2.20, the current price target is an average from 2 analysts. New target price is 92% above last closing price of kr0.95. Stock is down 40% over the past year. The company is forecast to post earnings per share of kr0.04 for next year compared to kr0.0059 last year.
Reported Earnings • Nov 25Third quarter 2021 earnings: EPS and revenues miss analyst expectationsThird quarter 2021 results: EPS: kr0.022 (up from kr0.007 in 3Q 2020). Revenue: kr130.4m (flat on 3Q 2020). Net income: kr20.7m (up 222% from 3Q 2020). Profit margin: 16% (up from 4.9% in 3Q 2020). Revenue missed analyst estimates by 29%. Earnings per share (EPS) also missed analyst estimates by 73%. Earnings per share (EPS) missed analyst estimates by 73%. Over the next year, revenue is forecast to grow 48%, compared to a 25% growth forecast for the industry in Sweden. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Oct 29Chief Technology Officer recently bought kr51k worth of stockOn the 27th of October, Par Degerman bought around 53k shares on-market at roughly kr0.97 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr78k. Insiders have collectively bought kr893k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Aug 21Chief Financial Officer recently bought kr52k worth of stockOn the 19th of August, Simon Mulder bought around 53k shares on-market at roughly kr0.99 per share. This was the largest purchase by an insider in the last 3 months. This was Simon's only on-market trade for the last 12 months.
Reported Earnings • Aug 19Second quarter 2021 earnings released: EPS kr0.003 (vs kr0.004 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: kr125.8m (up 35% from 2Q 2020). Net income: kr2.61m (down 27% from 2Q 2020). Profit margin: 2.1% (down from 3.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
分析記事 • Aug 05Sensys Gatso Group (STO:SENS) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • May 06Sensys Gatso Group (STO:SENS) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Major Estimate Revision • May 05Consensus revenue estimates fall to kr639.5mThe consensus outlook for revenues in 2021 has deteriorated. 2021 revenue forecast decreased from kr719.5m to kr639.5m. EPS estimate fell from kr0.09 to kr0.065 per share. Net income forecast to grow 414% next year vs 43% growth forecast for Electronic industry in Sweden. Consensus price target of kr2.20 unchanged from last update. Share price fell 6.0% to kr1.18 over the past week.
Reported Earnings • Apr 30First quarter 2021 earnings released: kr0.01 loss per share (vs kr0.017 loss in 1Q 2020)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: kr78.1m (down 18% from 1Q 2020). Net loss: kr8.95m (loss narrowed 40% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Apr 30Independent Chairman of the Board recently bought kr188k worth of stockOn the 28th of April, Claes Ödman bought around 150k shares on-market at roughly kr1.25 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr238k. This was Claes' only on-market trade for the last 12 months.
分析記事 • Apr 13Investors Could Be Concerned With Sensys Gatso Group's (STO:SENS) Returns On CapitalWhen researching a stock for investment, what can tell us that the company is in decline? When we see a declining...
Reported Earnings • Apr 12Full year 2020 earnings releasedThe company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr454.9m (up 12% from FY 2019). Net income: kr5.05m (up kr18.4m from FY 2019). Profit margin: 1.1% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 23Sensys Gatso Group AB (publ) (STO:SENS) Shares Could Be 41% Below Their Intrinsic Value EstimateHow far off is Sensys Gatso Group AB (publ) ( STO:SENS ) from its intrinsic value? Using the most recent financial...
Major Estimate Revision • Mar 04Analysts update estimatesThe 2021 consensus revenue estimate was lowered from kr848.9m to kr719.5m. Earning per share (EPS) estimate was unchanged from the last update at kr0.09. The Electronic industry in Sweden is expected to see an average net income growth of 42% next year. The consensus price target of kr2.28 was unchanged from the last update. Share price stayed mostly flat at kr1.36 over the past week.
分析記事 • Mar 02Is The Market Rewarding Sensys Gatso Group AB (publ) (STO:SENS) With A Negative Sentiment As A Result Of Its Mixed Fundamentals?Sensys Gatso Group (STO:SENS) has had a rough three months with its share price down 16%. It seems that the market...
分析記事 • Mar 02Time To Worry? Analysts Just Downgraded Their Sensys Gatso Group AB (publ) (STO:SENS) OutlookThe analysts covering Sensys Gatso Group AB (publ) ( STO:SENS ) delivered a dose of negativity to shareholders today...
Reported Earnings • Mar 02Full year 2020 earnings released: EPS kr0.006 (vs kr0.016 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr454.9m (up 12% from FY 2019). Net income: kr5.05m (up kr18.4m from FY 2019). Profit margin: 1.1% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 02Revenue and earnings miss expectationsRevenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 73%. Over the next year, revenue is forecast to grow 62%, compared to a 9.4% growth forecast for the Electronic industry in Sweden.
Recent Insider Transactions • Feb 28Chief Executive Officer recently bought kr205k worth of stockOn the 26th of February, Ivo Mönnink bought around 150k shares on-market at roughly kr1.36 per share. This was the largest purchase by an insider in the last 3 months. Ivo has been a buyer over the last 12 months, purchasing a net total of kr399k worth in shares.
Is New 90 Day High Low • Feb 25New 90-day low: kr1.36The company is down 14% from its price of kr1.58 on 27 November 2020. The Swedish market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr11.84 per share.
分析記事 • Feb 16What Type Of Shareholders Make Up Sensys Gatso Group AB (publ)'s (STO:SENS) Share Registry?A look at the shareholders of Sensys Gatso Group AB (publ) ( STO:SENS ) can tell us which group is most powerful...
Is New 90 Day High Low • Feb 08New 90-day low: kr1.39The company is down 2.0% from its price of kr1.42 on 10 November 2020. The Swedish market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr11.88 per share.
分析記事 • Jan 29Is Sensys Gatso Group (STO:SENS) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
