View ValuationTagMaster 将来の成長Future 基準チェック /16 TagMasterは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Communications 収益成長-0.5%収益成長率6.5%将来の株主資本利益率10.75%アナリストカバレッジLow最終更新日26 Oct 2025今後の成長に関する最新情報Price Target Changed • Jul 24Price target increased by 15% to kr23.00Up from kr20.00, the current price target is provided by 1 analyst. New target price is 42% above last closing price of kr16.25. Stock is down 3.8% over the past year. The company posted earnings per share of kr0.32 last year.Price Target Changed • Apr 29Price target decreased by 13% to kr20.00Down from kr23.00, the current price target is provided by 1 analyst. New target price is 86% above last closing price of kr10.75. Stock is down 47% over the past year. The company posted earnings per share of kr0.32 last year.Price Target Changed • Oct 25Price target decreased by 26% to kr21.60Down from kr29.00, the current price target is provided by 1 analyst. New target price is 74% above last closing price of kr12.40. Stock is down 29% over the past year. The company posted earnings per share of kr0.93 last year.分析記事 • Apr 28TagMaster AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that TagMaster AB (publ) ( STO:TAGM B ) filed its quarterly result this time last week...Price Target Changed • Apr 28Price target decreased by 9.4% to kr29.00Down from kr32.00, the current price target is provided by 1 analyst. New target price is 37% above last closing price of kr21.20. Stock is up 49% over the past year. The company is forecast to post earnings per share of kr0.30 for next year compared to kr0.93 last year.Major Estimate Revision • Feb 09Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from kr413.7m to kr466.0m. EPS estimate increased from kr1.00 to kr1.20 per share. Net income forecast to grow 32% next year vs 54% growth forecast for Communications industry in Sweden. Consensus price target of kr30.00 unchanged from last update. Share price rose 5.6% to kr20.60 over the past week.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr30.70, the stock trades at a trailing P/E ratio of 21.2x. Average forward P/E is 24x in the Communications industry in Sweden. Total returns to shareholders of 119% over the past three years.分析記事 • Feb 10There's Been No Shortage Of Growth Recently For TagMaster's (STO:TAGM B) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr22.80, the stock trades at a trailing P/E ratio of 15.8x. Average forward P/E is 18x in the Communications industry in Sweden. Total returns to shareholders of 50% over the past three years.お知らせ • Feb 05+ 4 more updatesTagMaster AB (publ) to Report Fiscal Year 2025 Final Results on Mar 27, 2026TagMaster AB (publ) announced that they will report fiscal year 2025 final results at 9:00 AM, Central European Standard Time on Mar 27, 2026分析記事 • Jan 05Is There Now An Opportunity In TagMaster AB (publ) (STO:TAGM B)?While TagMaster AB (publ) ( STO:TAGM B ) might not have the largest market cap around , it led the OM gainers with a...分析記事 • Dec 05TagMaster AB (publ) (STO:TAGM B) Doing What It Can To Lift SharesWhen close to half the companies operating in the Communications industry in Sweden have price-to-sales ratios (or...お知らせ • Oct 24TagMaster AB (publ), Annual General Meeting, Apr 27, 2026TagMaster AB (publ), Annual General Meeting, Apr 27, 2026. Location: at kronborgsgrand 11, konferensrum nobel 164 46, kista SwedenReported Earnings • Oct 24Third quarter 2025 earnings released: EPS: kr0.52 (vs kr0.51 loss in 3Q 2024)Third quarter 2025 results: EPS: kr0.52 (up from kr0.51 loss in 3Q 2024). Revenue: kr114.0m (up 34% from 3Q 2024). Net income: kr7.69m (up kr15.2m from 3Q 2024). Profit margin: 6.7% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, while revenues in the Communications industry in Sweden are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Price Target Changed • Jul 24Price target increased by 15% to kr23.00Up from kr20.00, the current price target is provided by 1 analyst. New target price is 42% above last closing price of kr16.25. Stock is down 3.8% over the past year. The company posted earnings per share of kr0.32 last year.Reported Earnings • Jul 20Second quarter 2025 earnings released: EPS: kr0.48 (vs kr0.08 in 2Q 2024)Second quarter 2025 results: EPS: kr0.48 (up from kr0.08 in 2Q 2024). Revenue: kr128.8m (up 25% from 2Q 2024). Net income: kr6.99m (up 498% from 2Q 2024). Profit margin: 5.4% (up from 1.1% in 2Q 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.分析記事 • Jul 09Investors Still Aren't Entirely Convinced By TagMaster AB (publ)'s (STO:TAGM B) Revenues Despite 28% Price JumpThe TagMaster AB (publ) ( STO:TAGM B ) share price has done very well over the last month, posting an excellent gain of...Board Change • May 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Director Liselott Lading was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Apr 29Price target decreased by 13% to kr20.00Down from kr23.00, the current price target is provided by 1 analyst. New target price is 86% above last closing price of kr10.75. Stock is down 47% over the past year. The company posted earnings per share of kr0.32 last year.分析記事 • Apr 27Positive Sentiment Still Eludes TagMaster AB (publ) (STO:TAGM B) Following 31% Share Price SlumpTagMaster AB (publ) ( STO:TAGM B ) shareholders won't be pleased to see that the share price has had a very rough...Reported Earnings • Apr 25First quarter 2025 earnings released: kr0.52 loss per share (vs kr0.21 loss in 1Q 2024)First quarter 2025 results: kr0.52 loss per share (further deteriorated from kr0.21 loss in 1Q 2024). Revenue: kr100.8m (up 1.9% from 1Q 2024). Net loss: kr7.57m (loss widened 144% from 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.分析記事 • Apr 08TagMaster (STO:TAGM B) Has A Somewhat Strained Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...New Risk • Apr 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 46% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin). Market cap is less than US$100m (kr205.8m market cap, or US$20.7m).Reported Earnings • Feb 07Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: kr0.32 (down from kr0.93 in FY 2023). Revenue: kr423.7m (up 4.7% from FY 2023). Net income: kr4.66m (down 66% from FY 2023). Profit margin: 1.1% (down from 3.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.5%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.分析記事 • Feb 07Even With A 26% Surge, Cautious Investors Are Not Rewarding TagMaster AB (publ)'s (STO:TAGM B) Performance CompletelyTagMaster AB (publ) ( STO:TAGM B ) shares have continued their recent momentum with a 26% gain in the last month alone...お知らせ • Feb 06TagMaster AB (publ), Annual General Meeting, Apr 24, 2025TagMaster AB (publ), Annual General Meeting, Apr 24, 2025. Location: kista Sweden分析記事 • Jan 10TagMaster's (STO:TAGM B) Returns On Capital Are Heading HigherTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...分析記事 • Dec 04New Forecasts: Here's What One Analyst Thinks The Future Holds For TagMaster AB (publ) (STO:TAGM B)TagMaster AB (publ) ( STO:TAGM B ) shareholders will have a reason to smile today, with the covering analyst making...お知らせ • Nov 29TagMaster AB (publ) (OM:TAGM B) acquired 92.50% stake in Quercus Technologies, S.L for €7 million.TagMaster AB (publ) (OM:TAGM B) acquired 92.50% stake in Quercus Technologies, S.L for €7 million on November 28, 2024. The purchase price upon close of the transaction is €5.5 million. In addition, a deferred purchase price of approx. €0.45 million will be paid in 2028. Finally, a performance-based additional payment of a maximum of €1 million will be paid in 2028 conditional on improved sales. For the period ended September 30, 2024, Quercus Technologies, S.L reported a revenue of €7 million. The acquisition is an all-cash transaction funded by cash at hand and a new bank debt facility of €4 million. TagMaster AB (publ) (OM:TAGM B) completed the acquisition of 92.50% stake in Quercus Technologies, S.L on November 28, 2024.分析記事 • Nov 02TagMaster AB (publ)'s (STO:TAGM B) 26% Dip In Price Shows Sentiment Is Matching RevenuesThe TagMaster AB (publ) ( STO:TAGM B ) share price has fared very poorly over the last month, falling by a substantial...Price Target Changed • Oct 25Price target decreased by 26% to kr21.60Down from kr29.00, the current price target is provided by 1 analyst. New target price is 74% above last closing price of kr12.40. Stock is down 29% over the past year. The company posted earnings per share of kr0.93 last year.分析記事 • Oct 25Here's Why TagMaster (STO:TAGM B) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Oct 24Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: kr0.51 loss per share (down from kr0.015 profit in 3Q 2023). Revenue: kr85.3m (down 1.8% from 3Q 2023). Net loss: kr7.48m (down kr7.70m from profit in 3Q 2023). Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Oct 23+ 4 more updatesTagMaster AB (publ) to Report Q1, 2025 Results on Apr 24, 2025TagMaster AB (publ) announced that they will report Q1, 2025 results on Apr 24, 2025分析記事 • Sep 02We Like These Underlying Return On Capital Trends At TagMaster (STO:TAGM B)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Reported Earnings • Jul 14Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: kr0.08 (down from kr0.43 in 2Q 2023). Revenue: kr102.9m (up 4.8% from 2Q 2023). Net income: kr1.17m (down 81% from 2Q 2023). Profit margin: 1.1% (down from 6.4% in 2Q 2023). Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.分析記事 • Jul 13Market Cool On TagMaster AB (publ)'s (STO:TAGM B) EarningsIt's not a stretch to say that TagMaster AB (publ)'s ( STO:TAGM B ) price-to-earnings (or "P/E") ratio of 24.1x right...Valuation Update With 7 Day Price Move • Jul 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr16.85, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Communications industry in Sweden. Total loss to shareholders of 50% over the past three years.分析記事 • Apr 28TagMaster AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that TagMaster AB (publ) ( STO:TAGM B ) filed its quarterly result this time last week...Price Target Changed • Apr 28Price target decreased by 9.4% to kr29.00Down from kr32.00, the current price target is provided by 1 analyst. New target price is 37% above last closing price of kr21.20. Stock is up 49% over the past year. The company is forecast to post earnings per share of kr0.30 for next year compared to kr0.93 last year.Reported Earnings • Apr 26First quarter 2024 earnings released: kr0.21 loss per share (vs kr0.024 profit in 1Q 2023)First quarter 2024 results: kr0.21 loss per share (down from kr0.024 profit in 1Q 2023). Revenue: kr99.3m (up 5.2% from 1Q 2023). Net loss: kr3.10m (down kr3.45m from profit in 1Q 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 61% 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 • Feb 09TagMaster's (STO:TAGM B) Shareholders Have More To Worry About Than Only Soft EarningsDespite TagMaster AB (publ)'s ( STO:TAGM B ) recent earnings report having lackluster headline numbers, the market...Major Estimate Revision • Feb 09Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from kr413.7m to kr466.0m. EPS estimate increased from kr1.00 to kr1.20 per share. Net income forecast to grow 32% next year vs 54% growth forecast for Communications industry in Sweden. Consensus price target of kr30.00 unchanged from last update. Share price rose 5.6% to kr20.60 over the past week.Reported Earnings • Feb 02Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: kr0.93 (down from kr1.65 in FY 2022). Revenue: kr404.7m (up 12% from FY 2022). Net income: kr13.7m (down 43% from FY 2022). Profit margin: 3.4% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates by 55%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 02TagMaster AB (publ) to Report Fiscal Year 2023 Final Results on Mar 27, 2024TagMaster AB (publ) announced that they will report fiscal year 2023 final results at 9:00 AM, Central European Standard Time on Mar 27, 2024分析記事 • Jan 03TagMaster AB (publ) (STO:TAGM B) Might Not Be As Mispriced As It LooksTagMaster AB (publ)'s ( STO:TAGM B ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a buy right now...分析記事 • Nov 14TagMaster (STO:TAGM B) 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...Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr20.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Communications industry in Europe. Total returns to shareholders of 17% over the past three years.Reported Earnings • Nov 02Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: kr0.01 (up from kr0.31 loss in 3Q 2022). Revenue: kr87.6m (up 1.3% from 3Q 2022). Net income: kr219.0k (up kr4.74m from 3Q 2022). Profit margin: 0.2% (up from net loss in 3Q 2022). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 97%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Communications industry in Sweden. 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 2% per year, which means it is significantly lagging earnings.お知らせ • Nov 02+ 1 more updateTagMaster AB (publ), Annual General Meeting, May 02, 2024TagMaster AB (publ), Annual General Meeting, May 02, 2024. Location: CoorKonferens, Kista Science Tower, Färögatan 33, Kista Kista Swedenお知らせ • Nov 01TagMaster AB (publ) to Report Fiscal Year 2024 Results on Feb 05, 2025TagMaster AB (publ) announced that they will report fiscal year 2024 results on Feb 05, 2025Major Estimate Revision • Nov 01Consensus EPS estimates fall by 40%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr405.4m to kr381.3m. EPS estimate also fell from kr1.00 per share to kr0.60 per share. Net income forecast to shrink 70% next year vs 7.9% decline forecast for Communications industry in Sweden. Consensus price target down from kr32.00 to kr30.00. Share price rose 2.5% to kr18.45 over the past week.お知らせ • Oct 31+ 2 more updatesTagMaster AB (publ) to Report Q2, 2024 Results on Jul 12, 2024TagMaster AB (publ) announced that they will report Q2, 2024 results on Jul 12, 2024分析記事 • Aug 09Is It Too Late To Consider Buying TagMaster AB (publ) (STO:TAGM B)?While TagMaster AB (publ) ( STO:TAGM B ) might not be the most widely known stock at the moment, it received a lot of...Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 24%After last week's 24% share price gain to kr20.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Communications industry in Europe. Total returns to shareholders of 14% over the past three years.Reported Earnings • Jul 16Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: kr0.43 (up from kr0.047 loss in 2Q 2022). Revenue: kr99.4m (up 13% from 2Q 2022). Net income: kr6.26m (up kr6.95m from 2Q 2022). Profit margin: 6.3% (up from net loss in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to kr14.15, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Communications industry in Europe. Total loss to shareholders of 22% over the past three years.分析記事 • Jun 05We Think TagMaster (STO:TAGM B) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Apr 30First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: kr0.02 (up from kr0.59 loss in 1Q 2022). Revenue: kr95.0m (up 20% from 1Q 2022). Net income: kr349.0k (up kr8.96m from 1Q 2022). Profit margin: 0.4% (up from net loss in 1Q 2022). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Apr 11TagMaster's (STO:TAGM B) Performance Is Even Better Than Its Earnings SuggestThe subdued stock price reaction suggests that TagMaster AB (publ)'s ( STO:TAGM B ) strong earnings didn't offer any...分析記事 • Feb 09TagMaster AB (publ) (STO:TAGM B) Stock Catapults 27% Though Its Price And Business Still Lag The MarketDespite an already strong run, TagMaster AB (publ) ( STO:TAGM B ) shares have been powering on, with a gain of 27% in...分析記事 • Jan 03TagMaster (STO:TAGM B) Is Carrying A Fair Bit Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Reported Earnings • Oct 30Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: kr0.31 loss per share (down from kr0.12 profit in 3Q 2021). Revenue: kr87.3m (up 9.2% from 3Q 2021). Net loss: kr4.52m (down 369% from profit in 3Q 2021). Revenue missed analyst estimates by 6.9%. 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 4.1% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Oct 28+ 3 more updatesTagMaster AB (publ) to Report Fiscal Year 2023 Results on Feb 02, 2024TagMaster AB (publ) announced that they will report fiscal year 2023 results on Feb 02, 2024Reported Earnings • Jul 16Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: kr0.05 loss per share (down from kr0.27 profit in 2Q 2021). Revenue: kr88.6m (flat on 2Q 2021). Net loss: kr692.0k (down 118% from profit in 2Q 2021). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 17%, compared to a 7.3% growth forecast for the industry in Sweden. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Board Change • May 10Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. 2 independent directors (3 non-independent directors). Director Gert Sviberg is the most experienced director on the board, commencing their role in 2012. Independent Chairman of the Board Bernt Ingman was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.Reported Earnings • Apr 29First quarter 2022 earnings released: kr0.59 loss per share (vs kr0.31 profit in 1Q 2021)First quarter 2022 results: kr0.59 loss per share (down from kr0.31 profit in 1Q 2021). Revenue: kr81.2m (up 9.1% from 1Q 2021). Net loss: kr8.61m (down 292% from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr18.35, the stock trades at a trailing P/E ratio of 45.9x. Average trailing P/E is 53x in the Communications industry in Sweden. Total loss to shareholders of 35% over the past three years.Reported Earnings • Feb 04Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: kr0.40 (up from kr1.39 loss in FY 2020). Revenue: kr336.3m (up 16% from FY 2020). Net income: kr5.86m (up kr26.2m from FY 2020). Profit margin: 1.7% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 14%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Buying Opportunity • Feb 04Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be kr27.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. The company has become profitable over the last year.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS kr0.11 (vs kr0.23 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: kr80.7m (up 14% from 3Q 2020). Net income: kr1.68m (down 50% from 3Q 2020). Profit margin: 2.1% (down from 4.7% in 3Q 2020). 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 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 18Second quarter 2021 earnings released: EPS kr0.27 (vs kr0.85 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr96.0m (up 37% from 2Q 2020). Net income: kr3.96m (up kr16.4m from 2Q 2020). Profit margin: 4.1% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Reported Earnings • May 01First quarter 2021 earnings released: EPS kr0.01 (vs kr0.024 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: kr74.4m (down 8.1% from 1Q 2020). Net income: kr4.48m (up kr13.2m from 1Q 2020). Profit margin: 6.0% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Jan 04New 90-day high: kr1.10The company is up 53% from its price of kr0.72 on 06 October 2020. The Swedish market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 3.0% over the same period.Is New 90 Day High Low • Dec 19New 90-day high: kr0.76The company is up 3.0% from its price of kr0.74 on 18 September 2020. The Swedish market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 2.0% over the same period.分析記事 • Dec 08How Much Are TagMaster AB (publ) (STO:TAGM B) Insiders Taking Off The Table?We often see insiders buying up shares in companies that perform well over the long term. The flip side of that is that...Is New 90 Day High Low • Nov 25New 90-day low: kr0.65The company is down 9.0% from its price of kr0.71 on 27 August 2020. The Swedish market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 1.0% over the same period.Reported Earnings • Oct 24Third quarter earnings releasedOver the last 12 months the company has reported total losses of kr29.8m, with losses widening by 118% from the prior year. Total revenue was kr307.3m over the last 12 months, up 36% from the prior year.Is New 90 Day High Low • Oct 08New 90-day low: kr0.69The company is down 8.0% from its price of kr0.76 on 10 July 2020. The Swedish market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 12% over the same period.業績と収益の成長予測OM:TAGM B - アナリストの将来予測と過去の財務データ ( )SEK Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2027548N/A4863112/31/2026513N/A3346112/31/2025483N/A495119/30/2025474215254N/A6/30/202544662829N/A3/31/202542204647N/A12/31/202442155859N/A9/30/2024412-35051N/A6/30/202441454849N/A3/31/2024408103839N/A12/31/2023405142728N/A9/30/2023385452526N/A6/30/20233854056N/A3/31/2023377331012N/A12/31/202236024-8-7N/A9/30/2022339-1856N/A6/30/2022333-121617N/A3/31/2022334-71920N/A12/31/202132862526N/A9/30/202131182223N/A6/30/202130293637N/A3/31/2021283-72628N/A12/31/2020290-202427N/A9/30/2020308-191422N/A6/30/2020321-28-19N/A3/31/2020306-19-91N/A12/31/2019269-7-54N/A9/30/2019227-6-15N/A6/30/20191870N/A8N/A3/31/20191834N/A21N/A12/31/20181963N/A13N/A9/30/201820911N/A12N/A6/30/201821114N/A18N/A3/31/201821017N/A10N/A12/31/201719517N/A21N/A9/30/201717818N/A18N/A6/30/201716116N/A15N/A3/31/20171316N/A8N/A12/31/20161144N/A1N/A9/30/201697-1N/A-3N/A6/30/201686-5N/A-4N/A3/31/2016842N/A2N/A12/31/2015793N/A5N/A9/30/2015751N/A13N/A6/30/2015706N/A16N/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: TAGM Bの予測収益成長が 貯蓄率 ( 2% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: TAGM Bの収益がSwedish市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: TAGM Bの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: TAGM Bの収益 ( 6.5% ) Swedish市場 ( 0.1% ) よりも速いペースで成長すると予測されています。高い収益成長: TAGM Bの収益 ( 6.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TAGM Bの 自己資本利益率 は、3年後には低くなると予測されています ( 10.7 %)。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2026/05/08 22:20終値2026/05/08 00:00収益2025/09/30年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋TagMaster AB (publ) 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Stefan KnutssonABG Sundal Collier SponsoredHenrik AlveskogRedeye
Price Target Changed • Jul 24Price target increased by 15% to kr23.00Up from kr20.00, the current price target is provided by 1 analyst. New target price is 42% above last closing price of kr16.25. Stock is down 3.8% over the past year. The company posted earnings per share of kr0.32 last year.
Price Target Changed • Apr 29Price target decreased by 13% to kr20.00Down from kr23.00, the current price target is provided by 1 analyst. New target price is 86% above last closing price of kr10.75. Stock is down 47% over the past year. The company posted earnings per share of kr0.32 last year.
Price Target Changed • Oct 25Price target decreased by 26% to kr21.60Down from kr29.00, the current price target is provided by 1 analyst. New target price is 74% above last closing price of kr12.40. Stock is down 29% over the past year. The company posted earnings per share of kr0.93 last year.
分析記事 • Apr 28TagMaster AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that TagMaster AB (publ) ( STO:TAGM B ) filed its quarterly result this time last week...
Price Target Changed • Apr 28Price target decreased by 9.4% to kr29.00Down from kr32.00, the current price target is provided by 1 analyst. New target price is 37% above last closing price of kr21.20. Stock is up 49% over the past year. The company is forecast to post earnings per share of kr0.30 for next year compared to kr0.93 last year.
Major Estimate Revision • Feb 09Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from kr413.7m to kr466.0m. EPS estimate increased from kr1.00 to kr1.20 per share. Net income forecast to grow 32% next year vs 54% growth forecast for Communications industry in Sweden. Consensus price target of kr30.00 unchanged from last update. Share price rose 5.6% to kr20.60 over the past week.
Valuation Update With 7 Day Price Move • Apr 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr30.70, the stock trades at a trailing P/E ratio of 21.2x. Average forward P/E is 24x in the Communications industry in Sweden. Total returns to shareholders of 119% over the past three years.
分析記事 • Feb 10There's Been No Shortage Of Growth Recently For TagMaster's (STO:TAGM B) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr22.80, the stock trades at a trailing P/E ratio of 15.8x. Average forward P/E is 18x in the Communications industry in Sweden. Total returns to shareholders of 50% over the past three years.
お知らせ • Feb 05+ 4 more updatesTagMaster AB (publ) to Report Fiscal Year 2025 Final Results on Mar 27, 2026TagMaster AB (publ) announced that they will report fiscal year 2025 final results at 9:00 AM, Central European Standard Time on Mar 27, 2026
分析記事 • Jan 05Is There Now An Opportunity In TagMaster AB (publ) (STO:TAGM B)?While TagMaster AB (publ) ( STO:TAGM B ) might not have the largest market cap around , it led the OM gainers with a...
分析記事 • Dec 05TagMaster AB (publ) (STO:TAGM B) Doing What It Can To Lift SharesWhen close to half the companies operating in the Communications industry in Sweden have price-to-sales ratios (or...
お知らせ • Oct 24TagMaster AB (publ), Annual General Meeting, Apr 27, 2026TagMaster AB (publ), Annual General Meeting, Apr 27, 2026. Location: at kronborgsgrand 11, konferensrum nobel 164 46, kista Sweden
Reported Earnings • Oct 24Third quarter 2025 earnings released: EPS: kr0.52 (vs kr0.51 loss in 3Q 2024)Third quarter 2025 results: EPS: kr0.52 (up from kr0.51 loss in 3Q 2024). Revenue: kr114.0m (up 34% from 3Q 2024). Net income: kr7.69m (up kr15.2m from 3Q 2024). Profit margin: 6.7% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, while revenues in the Communications industry in Sweden are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Price Target Changed • Jul 24Price target increased by 15% to kr23.00Up from kr20.00, the current price target is provided by 1 analyst. New target price is 42% above last closing price of kr16.25. Stock is down 3.8% over the past year. The company posted earnings per share of kr0.32 last year.
Reported Earnings • Jul 20Second quarter 2025 earnings released: EPS: kr0.48 (vs kr0.08 in 2Q 2024)Second quarter 2025 results: EPS: kr0.48 (up from kr0.08 in 2Q 2024). Revenue: kr128.8m (up 25% from 2Q 2024). Net income: kr6.99m (up 498% from 2Q 2024). Profit margin: 5.4% (up from 1.1% in 2Q 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
分析記事 • Jul 09Investors Still Aren't Entirely Convinced By TagMaster AB (publ)'s (STO:TAGM B) Revenues Despite 28% Price JumpThe TagMaster AB (publ) ( STO:TAGM B ) share price has done very well over the last month, posting an excellent gain of...
Board Change • May 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Independent Director Liselott Lading was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Apr 29Price target decreased by 13% to kr20.00Down from kr23.00, the current price target is provided by 1 analyst. New target price is 86% above last closing price of kr10.75. Stock is down 47% over the past year. The company posted earnings per share of kr0.32 last year.
分析記事 • Apr 27Positive Sentiment Still Eludes TagMaster AB (publ) (STO:TAGM B) Following 31% Share Price SlumpTagMaster AB (publ) ( STO:TAGM B ) shareholders won't be pleased to see that the share price has had a very rough...
Reported Earnings • Apr 25First quarter 2025 earnings released: kr0.52 loss per share (vs kr0.21 loss in 1Q 2024)First quarter 2025 results: kr0.52 loss per share (further deteriorated from kr0.21 loss in 1Q 2024). Revenue: kr100.8m (up 1.9% from 1Q 2024). Net loss: kr7.57m (loss widened 144% from 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
分析記事 • Apr 08TagMaster (STO:TAGM B) Has A Somewhat Strained Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
New Risk • Apr 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 46% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin). Market cap is less than US$100m (kr205.8m market cap, or US$20.7m).
Reported Earnings • Feb 07Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: kr0.32 (down from kr0.93 in FY 2023). Revenue: kr423.7m (up 4.7% from FY 2023). Net income: kr4.66m (down 66% from FY 2023). Profit margin: 1.1% (down from 3.4% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 9.5%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
分析記事 • Feb 07Even With A 26% Surge, Cautious Investors Are Not Rewarding TagMaster AB (publ)'s (STO:TAGM B) Performance CompletelyTagMaster AB (publ) ( STO:TAGM B ) shares have continued their recent momentum with a 26% gain in the last month alone...
お知らせ • Feb 06TagMaster AB (publ), Annual General Meeting, Apr 24, 2025TagMaster AB (publ), Annual General Meeting, Apr 24, 2025. Location: kista Sweden
分析記事 • Jan 10TagMaster's (STO:TAGM B) Returns On Capital Are Heading HigherTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 • Dec 04New Forecasts: Here's What One Analyst Thinks The Future Holds For TagMaster AB (publ) (STO:TAGM B)TagMaster AB (publ) ( STO:TAGM B ) shareholders will have a reason to smile today, with the covering analyst making...
お知らせ • Nov 29TagMaster AB (publ) (OM:TAGM B) acquired 92.50% stake in Quercus Technologies, S.L for €7 million.TagMaster AB (publ) (OM:TAGM B) acquired 92.50% stake in Quercus Technologies, S.L for €7 million on November 28, 2024. The purchase price upon close of the transaction is €5.5 million. In addition, a deferred purchase price of approx. €0.45 million will be paid in 2028. Finally, a performance-based additional payment of a maximum of €1 million will be paid in 2028 conditional on improved sales. For the period ended September 30, 2024, Quercus Technologies, S.L reported a revenue of €7 million. The acquisition is an all-cash transaction funded by cash at hand and a new bank debt facility of €4 million. TagMaster AB (publ) (OM:TAGM B) completed the acquisition of 92.50% stake in Quercus Technologies, S.L on November 28, 2024.
分析記事 • Nov 02TagMaster AB (publ)'s (STO:TAGM B) 26% Dip In Price Shows Sentiment Is Matching RevenuesThe TagMaster AB (publ) ( STO:TAGM B ) share price has fared very poorly over the last month, falling by a substantial...
Price Target Changed • Oct 25Price target decreased by 26% to kr21.60Down from kr29.00, the current price target is provided by 1 analyst. New target price is 74% above last closing price of kr12.40. Stock is down 29% over the past year. The company posted earnings per share of kr0.93 last year.
分析記事 • Oct 25Here's Why TagMaster (STO:TAGM B) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Oct 24Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: kr0.51 loss per share (down from kr0.015 profit in 3Q 2023). Revenue: kr85.3m (down 1.8% from 3Q 2023). Net loss: kr7.48m (down kr7.70m from profit in 3Q 2023). Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Oct 23+ 4 more updatesTagMaster AB (publ) to Report Q1, 2025 Results on Apr 24, 2025TagMaster AB (publ) announced that they will report Q1, 2025 results on Apr 24, 2025
分析記事 • Sep 02We Like These Underlying Return On Capital Trends At TagMaster (STO:TAGM B)If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Reported Earnings • Jul 14Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: kr0.08 (down from kr0.43 in 2Q 2023). Revenue: kr102.9m (up 4.8% from 2Q 2023). Net income: kr1.17m (down 81% from 2Q 2023). Profit margin: 1.1% (down from 6.4% in 2Q 2023). Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
分析記事 • Jul 13Market Cool On TagMaster AB (publ)'s (STO:TAGM B) EarningsIt's not a stretch to say that TagMaster AB (publ)'s ( STO:TAGM B ) price-to-earnings (or "P/E") ratio of 24.1x right...
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to kr16.85, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Communications industry in Sweden. Total loss to shareholders of 50% over the past three years.
分析記事 • Apr 28TagMaster AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowShareholders might have noticed that TagMaster AB (publ) ( STO:TAGM B ) filed its quarterly result this time last week...
Price Target Changed • Apr 28Price target decreased by 9.4% to kr29.00Down from kr32.00, the current price target is provided by 1 analyst. New target price is 37% above last closing price of kr21.20. Stock is up 49% over the past year. The company is forecast to post earnings per share of kr0.30 for next year compared to kr0.93 last year.
Reported Earnings • Apr 26First quarter 2024 earnings released: kr0.21 loss per share (vs kr0.024 profit in 1Q 2023)First quarter 2024 results: kr0.21 loss per share (down from kr0.024 profit in 1Q 2023). Revenue: kr99.3m (up 5.2% from 1Q 2023). Net loss: kr3.10m (down kr3.45m from profit in 1Q 2023). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 61% 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 • Feb 09TagMaster's (STO:TAGM B) Shareholders Have More To Worry About Than Only Soft EarningsDespite TagMaster AB (publ)'s ( STO:TAGM B ) recent earnings report having lackluster headline numbers, the market...
Major Estimate Revision • Feb 09Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from kr413.7m to kr466.0m. EPS estimate increased from kr1.00 to kr1.20 per share. Net income forecast to grow 32% next year vs 54% growth forecast for Communications industry in Sweden. Consensus price target of kr30.00 unchanged from last update. Share price rose 5.6% to kr20.60 over the past week.
Reported Earnings • Feb 02Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: kr0.93 (down from kr1.65 in FY 2022). Revenue: kr404.7m (up 12% from FY 2022). Net income: kr13.7m (down 43% from FY 2022). Profit margin: 3.4% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates by 55%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 02TagMaster AB (publ) to Report Fiscal Year 2023 Final Results on Mar 27, 2024TagMaster AB (publ) announced that they will report fiscal year 2023 final results at 9:00 AM, Central European Standard Time on Mar 27, 2024
分析記事 • Jan 03TagMaster AB (publ) (STO:TAGM B) Might Not Be As Mispriced As It LooksTagMaster AB (publ)'s ( STO:TAGM B ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a buy right now...
分析記事 • Nov 14TagMaster (STO:TAGM B) 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...
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to kr20.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Communications industry in Europe. Total returns to shareholders of 17% over the past three years.
Reported Earnings • Nov 02Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: kr0.01 (up from kr0.31 loss in 3Q 2022). Revenue: kr87.6m (up 1.3% from 3Q 2022). Net income: kr219.0k (up kr4.74m from 3Q 2022). Profit margin: 0.2% (up from net loss in 3Q 2022). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 97%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Communications industry in Sweden. 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 2% per year, which means it is significantly lagging earnings.
お知らせ • Nov 02+ 1 more updateTagMaster AB (publ), Annual General Meeting, May 02, 2024TagMaster AB (publ), Annual General Meeting, May 02, 2024. Location: CoorKonferens, Kista Science Tower, Färögatan 33, Kista Kista Sweden
お知らせ • Nov 01TagMaster AB (publ) to Report Fiscal Year 2024 Results on Feb 05, 2025TagMaster AB (publ) announced that they will report fiscal year 2024 results on Feb 05, 2025
Major Estimate Revision • Nov 01Consensus EPS estimates fall by 40%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from kr405.4m to kr381.3m. EPS estimate also fell from kr1.00 per share to kr0.60 per share. Net income forecast to shrink 70% next year vs 7.9% decline forecast for Communications industry in Sweden. Consensus price target down from kr32.00 to kr30.00. Share price rose 2.5% to kr18.45 over the past week.
お知らせ • Oct 31+ 2 more updatesTagMaster AB (publ) to Report Q2, 2024 Results on Jul 12, 2024TagMaster AB (publ) announced that they will report Q2, 2024 results on Jul 12, 2024
分析記事 • Aug 09Is It Too Late To Consider Buying TagMaster AB (publ) (STO:TAGM B)?While TagMaster AB (publ) ( STO:TAGM B ) might not be the most widely known stock at the moment, it received a lot of...
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 24%After last week's 24% share price gain to kr20.50, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Communications industry in Europe. Total returns to shareholders of 14% over the past three years.
Reported Earnings • Jul 16Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: kr0.43 (up from kr0.047 loss in 2Q 2022). Revenue: kr99.4m (up 13% from 2Q 2022). Net income: kr6.26m (up kr6.95m from 2Q 2022). Profit margin: 6.3% (up from net loss in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 18%After last week's 18% share price gain to kr14.15, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Communications industry in Europe. Total loss to shareholders of 22% over the past three years.
分析記事 • Jun 05We Think TagMaster (STO:TAGM B) Can Stay On Top Of Its DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Apr 30First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: kr0.02 (up from kr0.59 loss in 1Q 2022). Revenue: kr95.0m (up 20% from 1Q 2022). Net income: kr349.0k (up kr8.96m from 1Q 2022). Profit margin: 0.4% (up from net loss in 1Q 2022). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Apr 11TagMaster's (STO:TAGM B) Performance Is Even Better Than Its Earnings SuggestThe subdued stock price reaction suggests that TagMaster AB (publ)'s ( STO:TAGM B ) strong earnings didn't offer any...
分析記事 • Feb 09TagMaster AB (publ) (STO:TAGM B) Stock Catapults 27% Though Its Price And Business Still Lag The MarketDespite an already strong run, TagMaster AB (publ) ( STO:TAGM B ) shares have been powering on, with a gain of 27% in...
分析記事 • Jan 03TagMaster (STO:TAGM B) Is Carrying A Fair Bit Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Reported Earnings • Oct 30Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: kr0.31 loss per share (down from kr0.12 profit in 3Q 2021). Revenue: kr87.3m (up 9.2% from 3Q 2021). Net loss: kr4.52m (down 369% from profit in 3Q 2021). Revenue missed analyst estimates by 6.9%. 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 4.1% growth forecast for the Communications industry in Sweden. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Oct 28+ 3 more updatesTagMaster AB (publ) to Report Fiscal Year 2023 Results on Feb 02, 2024TagMaster AB (publ) announced that they will report fiscal year 2023 results on Feb 02, 2024
Reported Earnings • Jul 16Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: kr0.05 loss per share (down from kr0.27 profit in 2Q 2021). Revenue: kr88.6m (flat on 2Q 2021). Net loss: kr692.0k (down 118% from profit in 2Q 2021). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 17%, compared to a 7.3% growth forecast for the industry in Sweden. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Board Change • May 10Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. No experienced directors. 1 highly experienced director. 2 independent directors (3 non-independent directors). Director Gert Sviberg is the most experienced director on the board, commencing their role in 2012. Independent Chairman of the Board Bernt Ingman was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
Reported Earnings • Apr 29First quarter 2022 earnings released: kr0.59 loss per share (vs kr0.31 profit in 1Q 2021)First quarter 2022 results: kr0.59 loss per share (down from kr0.31 profit in 1Q 2021). Revenue: kr81.2m (up 9.1% from 1Q 2021). Net loss: kr8.61m (down 292% from profit in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr18.35, the stock trades at a trailing P/E ratio of 45.9x. Average trailing P/E is 53x in the Communications industry in Sweden. Total loss to shareholders of 35% over the past three years.
Reported Earnings • Feb 04Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: kr0.40 (up from kr1.39 loss in FY 2020). Revenue: kr336.3m (up 16% from FY 2020). Net income: kr5.86m (up kr26.2m from FY 2020). Profit margin: 1.7% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 14%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Buying Opportunity • Feb 04Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 23%. The fair value is estimated to be kr27.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% per annum over the last 3 years. The company has become profitable over the last year.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS kr0.11 (vs kr0.23 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: kr80.7m (up 14% from 3Q 2020). Net income: kr1.68m (down 50% from 3Q 2020). Profit margin: 2.1% (down from 4.7% in 3Q 2020). 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 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 18Second quarter 2021 earnings released: EPS kr0.27 (vs kr0.85 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr96.0m (up 37% from 2Q 2020). Net income: kr3.96m (up kr16.4m from 2Q 2020). Profit margin: 4.1% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 01First quarter 2021 earnings released: EPS kr0.01 (vs kr0.024 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: kr74.4m (down 8.1% from 1Q 2020). Net income: kr4.48m (up kr13.2m from 1Q 2020). Profit margin: 6.0% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Jan 04New 90-day high: kr1.10The company is up 53% from its price of kr0.72 on 06 October 2020. The Swedish market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Dec 19New 90-day high: kr0.76The company is up 3.0% from its price of kr0.74 on 18 September 2020. The Swedish market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Communications industry, which is up 2.0% over the same period.
分析記事 • Dec 08How Much Are TagMaster AB (publ) (STO:TAGM B) Insiders Taking Off The Table?We often see insiders buying up shares in companies that perform well over the long term. The flip side of that is that...
Is New 90 Day High Low • Nov 25New 90-day low: kr0.65The company is down 9.0% from its price of kr0.71 on 27 August 2020. The Swedish market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 1.0% over the same period.
Reported Earnings • Oct 24Third quarter earnings releasedOver the last 12 months the company has reported total losses of kr29.8m, with losses widening by 118% from the prior year. Total revenue was kr307.3m over the last 12 months, up 36% from the prior year.
Is New 90 Day High Low • Oct 08New 90-day low: kr0.69The company is down 8.0% from its price of kr0.76 on 10 July 2020. The Swedish market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 12% over the same period.