View ValuationAddnode Group 향후 성장Future 기준 점검 2/6Addnode Group (는) 각각 연간 11.5% 및 4.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.6% 로 예상됩니다.핵심 정보11.5%이익 성장률12.16%EPS 성장률IT 이익 성장14.3%매출 성장률4.3%향후 자기자본이익률15.61%애널리스트 커버리지Low마지막 업데이트06 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesRecent Insider Transactions • May 03Insider recently bought kr300k worth of stockOn the 28th of April, Andreas Wikholm bought around 5k shares on-market at roughly kr58.39 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr962k more in shares than they have sold in the last 12 months.Upcoming Dividend • May 01Upcoming dividend of kr1.15 per shareEligible shareholders must have bought the stock before 08 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.8%).Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: kr0.83 (vs kr0.67 in 1Q 2025)First quarter 2026 results: EPS: kr0.83 (up from kr0.67 in 1Q 2025). Revenue: kr1.53b (up 4.8% from 1Q 2025). Net income: kr113.0m (up 26% from 1Q 2025). Profit margin: 7.4% (up from 6.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.New Risk • Apr 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 British stocks, typically moving 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (8.9% average weekly change).Buy Or Sell Opportunity • Apr 20Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to kr75.40. The fair value is estimated to be kr96.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has grown by 5.7%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to kr73.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 10x in the IT industry in the United Kingdom. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr95.16 per share.공시 • Apr 01Addnode Group AB (publ) to Report Fiscal Year 2026 Results on Feb 09, 2027Addnode Group AB (publ) announced that they will report fiscal year 2026 results on Feb 09, 2027Recent Insider Transactions • Feb 12President recently bought kr374k worth of stockOn the 3rd of February, Johan Andersson bought around 5k shares on-market at roughly kr83.18 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Johan has been a buyer over the last 12 months, purchasing a net total of kr801k worth in shares.Declared Dividend • Feb 05Dividend of kr1.15 announcedDividend of kr1.15 is the same as last year. Ex-date: 8th May 2026 Payment date: 15th May 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 04Full year 2025 earnings released: EPS: kr2.87 (vs kr3.02 in FY 2024)Full year 2025 results: EPS: kr2.87 (down from kr3.02 in FY 2024). Revenue: kr5.79b (down 25% from FY 2024). Net income: kr384.0m (down 4.5% from FY 2024). Profit margin: 6.6% (up from 5.2% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공시 • Feb 04Addnode Group AB (publ) announces Annual dividend, payable on May 15, 2026Addnode Group AB (publ) announced Annual dividend of SEK 1.1500 per share payable on May 15, 2026, ex-date on May 08, 2026 and record date on May 11, 2026.공시 • Feb 03+ 1 more updateAddnode Group AB (publ) to Report Q3, 2026 Results on Oct 23, 2026Addnode Group AB (publ) announced that they will report Q3, 2026 results on Oct 23, 2026Buy Or Sell Opportunity • Jan 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to kr92.65. The fair value is estimated to be kr117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.3%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.공시 • Dec 03Addnode Group AB (publ) (OM:ANOD B) acquired Acad Plus Inc.Addnode Group AB (publ) (OM:ANOD B) acquired Acad Plus Inc. on December 2, 2025. ACAD-Plus will be consolidated from December 2025 as part of Addnode Group’s division Design Management. ACAD-Plus reported net sales of SEK 12 million. Addnode Group AB (publ) (OM:ANOD B) completed the acquisition of Acad Plus Inc. on December 2, 2025.공시 • Oct 31Addnode Group AB (publ), Annual General Meeting, May 07, 2026Addnode Group AB (publ), Annual General Meeting, May 07, 2026.Reported Earnings • Oct 26Third quarter 2025 earnings released: EPS: kr0.40 (vs kr0.73 in 3Q 2024)Third quarter 2025 results: EPS: kr0.40 (down from kr0.73 in 3Q 2024). Revenue: kr1.31b (down 30% from 3Q 2024). Net income: kr54.0m (down 44% from 3Q 2024). Profit margin: 4.1% (down from 5.2% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.Buy Or Sell Opportunity • Oct 03Now 21% overvaluedOver the last 90 days, the stock has fallen 11% to kr103. The fair value is estimated to be kr85.02, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 5.2%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.공시 • Jul 15Addnode Group AB (publ) to Report Q1, 2026 Results on Apr 28, 2026Addnode Group AB (publ) announced that they will report Q1, 2026 results on Apr 28, 2026Reported Earnings • Jul 14Second quarter 2025 earnings released: EPS: kr0.78 (vs kr0.41 in 2Q 2024)Second quarter 2025 results: EPS: kr0.78 (up from kr0.41 in 2Q 2024). Revenue: kr1.46b (down 27% from 2Q 2024). Net income: kr104.0m (up 93% from 2Q 2024). Profit margin: 7.1% (up from 2.7% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.공시 • Jul 02Addnode Group AB (publ) (OM:ANOD B) completed the acquisition of Genus As.Addnode Group AB (publ) (OM:ANOD B) signed an agreement to acquire Genus As on May 28, 2025. The consideration consists of 2.05 million common equity of Addnode Group AB (publ) to be issued for common equity of Genus As. A cash consideration will be paid by Addnode Group AB (publ). As part of consideration, an undisclosed value is paid towards common equity of Genus As. A contingent consideration may be paid depending on Genus’ future financial performance. For the period ending December 31, 2024, Genus As reported total revenue of NOK 165 million. The acquisition is not subject to any completion conditions. Genus will be consolidated as part of Addnode Group’s division Process Management. The expected completion of the transaction is July 1, 2025. Addnode Group AB (publ) (OM:ANOD B) completed the acquisition of Genus As on July 1, 2025. The number of newly issued B shares amounts to 2,024,442, which, calculated after the issue, corresponds to a dilution of 1.48% of the share capital and 1.18% of the voting rights in Addnode Group.공시 • May 30Addnode Group AB (publ) (OM:ANOD B) agreed to acquire Genus AsAddnode Group AB (publ) (OM:ANOD B) agreed to acquire Genus As on May 28, 2025. The consideration consists of 2.05 million common equity of Addnode Group AB (publ) to be issued for common equity of Genus As. A cash consideration will be paid by Addnode Group AB (publ). As part of consideration, an undisclosed value is paid towards common equity of Genus As. A contingent consideration may be paid depending on Genus’ future financial performance. For the period ending December 31, 2024, Genus As reported total revenue of NOK 165 million. The acquisition is not subject to any completion conditions. Genus will be consolidated as part of Addnode Group’s division Process Management. The expected completion of the transaction is July 1, 2025.공시 • May 08Addnode Group AB (Publ) Approves the DividendAddnode Group announced that at its AGM held on 7 May 2025, the meeting decided, in accordance with the Board of Directors' proposal, that of the profit according to the adopted balance sheet, a dividend of SEK 1.15 per share shall be distributed to the shareholders, representing a total amount of SEK 153,496,998 and that the remaining available earnings of SEK 870,972,735 shall be carried forward.Recent Insider Transactions • May 02President recently bought kr427k worth of stockOn the 25th of April, Johan Andersson bought around 5k shares on-market at roughly kr90.24 per share. This transaction amounted to 1.2% 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 Johan's only on-market trade for the last 12 months.Upcoming Dividend • May 02Upcoming dividend of kr1.15 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 14 May 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (3.3%).Recent Insider Transactions • Apr 28President recently bought kr427k worth of stockOn the 25th of April, Johan Andersson bought around 5k shares on-market at roughly kr90.24 per share. This transaction amounted to 1.2% 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 Johan's only on-market trade for the last 12 months.Buy Or Sell Opportunity • Apr 25Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to kr87.00. The fair value is estimated to be kr117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to decline by 1.1% per annum. Earnings are forecast to grow by 15% per annum over the same time period.Declared Dividend • Apr 11Dividend increased to kr1.15Dividend of kr1.15 is 15% higher than last year. Ex-date: 8th May 2025 Payment date: 14th May 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 38%. Cash payout ratio: 31%.공시 • Apr 10Addnode Group AB (publ) announces Annual dividend, payable on May 14, 2025Addnode Group AB (publ) announced Annual dividend of SEK 1.1500 per share payable on May 14, 2025, ex-date on May 08, 2025 and record date on May 09, 2025.Reported Earnings • Apr 08Full year 2024 earnings released: EPS: kr3.02 (vs kr2.09 in FY 2023)Full year 2024 results: EPS: kr3.02 (up from kr2.09 in FY 2023). Revenue: kr7.76b (up 4.7% from FY 2023). Net income: kr402.0m (up 44% from FY 2023). Profit margin: 5.2% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the IT industry in the United Kingdom. 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 2% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Apr 07Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to kr90.10. The fair value is estimated to be kr119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.New Risk • Feb 04New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 43% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 01Full year 2024 earnings released: EPS: kr3.02 (vs kr2.09 in FY 2023)Full year 2024 results: EPS: kr3.02 (up from kr2.09 in FY 2023). Revenue: kr7.76b (up 4.7% from FY 2023). Net income: kr402.0m (up 44% from FY 2023). Profit margin: 5.2% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 7.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.공시 • Feb 01Addnode Group AB (publ), Annual General Meeting, May 07, 2025Addnode Group AB (publ), Annual General Meeting, May 07, 2025.Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 19%After last week's 19% share price gain to kr118, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 21x in the IT industry in the United Kingdom. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr87.70 per share.Buy Or Sell Opportunity • Jan 31Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to kr118. The fair value is estimated to be kr87.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to decline by 2.9% per annum. Earnings are forecast to grow by 17% per annum over the same time period.공시 • Jan 31+ 2 more updatesAddnode Group AB (publ) to Report Q3, 2025 Results on Oct 24, 2025Addnode Group AB (publ) announced that they will report Q3, 2025 results on Oct 24, 2025공시 • Jan 28Addnode Group AB (publ) (OM:ANOD B) signed an agreement to acquire Congere IT-Konsult AB.Addnode Group AB (publ) (OM:ANOD B) signed an agreement to acquire Congere IT-Konsult AB on January 27, 2025. For the period ending December 31, 2024, Congere IT-Konsult AB reported total revenue of SEK 25 million and has 22 employees. Congere will be part of Addnode Group’s division Process Management. The expected completion of the transaction is in February 2025.공시 • Jan 27Addnode Group AB (publ) to Report Fiscal Year 2024 Final Results on Mar 31, 2025Addnode Group AB (publ) announced that they will report fiscal year 2024 final results on Mar 31, 2025공시 • Oct 25Addnode Group AB (publ) to Report Q1, 2025 Results on Apr 25, 2025Addnode Group AB (publ) announced that they will report Q1, 2025 results on Apr 25, 2025Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: kr0.73 (vs kr0.26 in 3Q 2023)Third quarter 2024 results: EPS: kr0.73 (up from kr0.26 in 3Q 2023). Revenue: kr1.86b (up 2.8% from 3Q 2023). Net income: kr97.0m (up 177% from 3Q 2023). Profit margin: 5.2% (up from 1.9% in 3Q 2023). Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the IT industry in the United Kingdom are expected to grow by 8.1%. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.Buy Or Sell Opportunity • Oct 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.0% to kr116. The fair value is estimated to be kr96.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 9.7%. Revenue is forecast to decline by 15% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.Buy Or Sell Opportunity • Sep 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to kr109. The fair value is estimated to be kr137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to decline by 17% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.Buy Or Sell Opportunity • Sep 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.1% to kr108. The fair value is estimated to be kr136, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to decline by 17% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.Valuation Update With 7 Day Price Move • Jul 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr110, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 24x in the IT industry in the United Kingdom. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr125 per share.Recent Insider Transactions • Jul 16Chief Financial Officer recently bought kr250k worth of stockOn the 12th of July, Kristina Mackintosh bought around 2k shares on-market at roughly kr116 per share. This transaction amounted to 86% 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 Kristina's only on-market trade for the last 12 months.Reported Earnings • Jul 14Second quarter 2024 earnings released: EPS: kr0.41 (vs kr0.26 in 2Q 2023)Second quarter 2024 results: EPS: kr0.41 (up from kr0.26 in 2Q 2023). Revenue: kr2.01b (up 29% from 2Q 2023). Net income: kr54.0m (up 59% from 2Q 2023). Profit margin: 2.7% (up from 2.2% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 11% per year.Recent Insider Transactions • Jun 06Chairman recently sold kr182m worth of stockOn the 31st of May, Staffan Hanstorp sold around 2m shares on-market at roughly kr121 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Staffan's only on-market trade for the last 12 months.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: kr0.90 (vs kr0.78 in 1Q 2023)First quarter 2024 results: EPS: kr0.90 (up from kr0.78 in 1Q 2023). Revenue: kr2.41b (up 22% from 1Q 2023). Net income: kr120.0m (up 15% from 1Q 2023). Profit margin: 5.0% (down from 5.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 16% per year.공시 • Apr 17Addnode Group AB (Publ) Announces Step Down of Jonas Gejer from Management, Effective from June 30, 2024Addnode Group AB (publ) announced that Jonas Gejer, Vice President of Business Development and part of Addnode Group’s Management, has decided to step down from his position in Addnode Group, as of June 30, 2024. Jonas will remain as long-term main owner of Addnode Group together with Staffan Hanstorp through Aretro Capital Group AB. Jonas has served in key roles since Technia joined Addnode Group in 2004, from Head of Sales and CEO of Technia and Division President Product Lifecycle Management, and lately driving Group Business development. As one the founders and later as CEO Jonas has been instrumental in expanding Technia, both organically and through acquisitions, to become an international company with business in 20 countries. With Jonas as CEO Technia grew net sales with 500 per cent.Declared Dividend • Apr 10Dividend of kr1.00 announcedDividend of kr1.00 is the same as last year. Ex-date: 8th May 2024 Payment date: 15th May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 48%. Cash payout ratio: 47%.Reported Earnings • Apr 07Full year 2023 earnings released: EPS: kr2.09 (vs kr2.86 in FY 2022)Full year 2023 results: EPS: kr2.09 (down from kr2.86 in FY 2022). Revenue: kr7.41b (up 19% from FY 2022). Net income: kr279.0m (down 27% from FY 2022). Profit margin: 3.8% (down from 6.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 19% per year.공시 • Mar 08Addnode Group AB (publ) to Report Fiscal Year 2023 Final Results on Apr 01, 2024Addnode Group AB (publ) announced that they will report fiscal year 2023 final results at 9:00 AM, Central European Standard Time on Apr 01, 2024공시 • Feb 05Addnode Group AB (Publ) Proposes Dividend for 2023, Payable in May 2024Addnode Group AB (publ) announced that Board proposed a dividend of SEK 1.00 (1.00) per share for 2023 that will be paid to shareholders in May 2024.New Risk • Feb 04New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 47% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (47% net debt to equity). Profit margins are more than 30% lower than last year (3.8% net profit margin).Reported Earnings • Feb 02Full year 2023 earnings released: EPS: kr2.09 (vs kr2.86 in FY 2022)Full year 2023 results: EPS: kr2.09 (down from kr2.86 in FY 2022). Revenue: kr7.41b (up 19% from FY 2022). Net income: kr279.0m (down 27% from FY 2022). Profit margin: 3.8% (down from 6.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공시 • Dec 21Addnode Group AB (publ) to Report Fiscal Year 2024 Results on Jan 31, 2025Addnode Group AB (publ) announced that they will report fiscal year 2024 results on Jan 31, 2025Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr83.26, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the IT industry in the United Kingdom. Total returns to shareholders of 36% over the past three years.Reported Earnings • Oct 29Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: kr1.81b (up 11% from 3Q 2022). Net income: kr35.0m (down 66% from 3Q 2022). Profit margin: 1.9% (down from 6.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공시 • Oct 13Addnode Group AB (publ) Announces Nomination Committee for 2024Addnode Group AB (publ)'s Annual General Meeting on May 4, 2023, the members of the Nomination Committee are hereby announced and will remain as composed until a new Nomination Committee has been appointed in accordance with the mandate of the next Annual General Meeting. The Nomination Committee has the following composition: Jonas Gejer, appointed by Aretro Capital Group AB. Jonas Gejer is the chairman of the Nomination Committee as the representative of the largest owner in terms of votes. Andreas Wollheim, appointed by SEB Investment Management. Marianne Nilsson, appointed by Swedbank Robur Fonder. Claes Murander, appointed by Lannebo Fonder. Staffan Hanstorp, chairman of Addnode Group's Board of Directors. Addnode Group's Annual General Meeting 2024 will be held on May 7, 2024.공시 • Sep 06Addnode Group AB (Publ) Announces CFO ChangesAddnode Group AB (publ) announced Kristina Elfström Mackintosh has been appointed CFO in Addnode Group. Kristina will take up the position no later than February 2024 and will then also be part of Addnode Group's Group Management team. Kristina has solid experience as CFO for both listed and international groups, as well as fast growing companies with a strong acquisition focus. Most recently, Kristina comes from a role as CFO for ChargeAmps, a growth company in electric vehicle charging, before that Kristina was, among other things, CFO for Lagercrantz Group. Kristina holds a BSc in Business and Economics from Uppsala University and has been an authorized accountant. As previously announced, the current CFO Lotta Jarleryd will leave Addnode Group.공시 • Aug 26+ 2 more updatesAddnode Group AB (publ) to Report Q3, 2024 Results on Oct 24, 2024Addnode Group AB (publ) announced that they will report Q3, 2024 results at 8:30 AM, Central European Standard Time on Oct 24, 2024공시 • Aug 22Addnode Group AB (publ) to Report Q1, 2024 Results on Apr 25, 2024Addnode Group AB (publ) announced that they will report Q1, 2024 results at 8:30 AM, Central European Standard Time on Apr 25, 2024Buying Opportunity • Aug 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be kr99.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 23% per annum over the same time period.Recent Insider Transactions • Jul 22President recently bought kr490k worth of stockOn the 19th of July, Johan Andersson bought around 6k shares on-market at roughly kr80.44 per share. This transaction amounted to 1.5% 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 Johan's only on-market trade for the last 12 months.Reported Earnings • Jul 14Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: kr1.55b (up 4.4% from 2Q 2022). Net income: kr34.0m (down 51% from 2Q 2022). Profit margin: 2.2% (down from 4.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.New Risk • Jul 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.5% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to kr82.60, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr98.97 per share.Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Director Petra Alund 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.Upcoming Dividend • Apr 28Upcoming dividend of kr1.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 05 May 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.3%).Reported Earnings • Apr 06Full year 2022 earnings released: EPS: kr2.86 (vs kr1.66 in FY 2021)Full year 2022 results: EPS: kr2.86 (up from kr1.66 in FY 2021). Revenue: kr6.23b (up 53% from FY 2021). Net income: kr382.0m (up 71% from FY 2021). Profit margin: 6.1% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 05Full year 2022 earnings released: EPS: kr2.86 (vs kr1.66 in FY 2021)Full year 2022 results: EPS: kr2.86 (up from kr1.66 in FY 2021). Revenue: kr6.23b (up 53% from FY 2021). Net income: kr382.0m (up 71% from FY 2021). Profit margin: 6.1% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 32% per year.공시 • Feb 04Addnode Group AB (publ) Proposes Dividend for the Financial Year 2022, Payable on 11 May 2023The Board of Directors of Addnode Group AB (publ) proposed that the Annual General Meeting approves a dividend of SEK 1.00 per share (0.75) for the financial year 2022, corresponding to a total dividend of SEK 133 million (100). 8 May 2023 has been proposed as the record date for payment of dividends. If the Annual General Meeting approves this proposal, dividends are expected to be disbursed on 11 May 2023.공시 • Jan 17Addnode Group AB (publ) to Report Fiscal Year 2023 Results on Feb 02, 2024Addnode Group AB (publ) announced that they will report fiscal year 2023 results at 8:30 AM, Central European Standard Time on Feb 02, 2024공시 • Jan 03Addnode Group AB (publ) (OM:ANOD B) acquired Fast2 Affarssystem Ab.Addnode Group AB (publ) (OM:ANOD B) acquired Fast2 Affarssystem Ab on January 2, 2023. FAST2 will be consolidated starting from January 2, 2023, as part of Addnode Group's Design Management Division. Addnode Group AB (publ) (OM:ANOD B) completed the acquisition of Fast2 Affarssystem Ab on January 2, 2023.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Director Kristina Willgard was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Oct 29Addnode Group AB (publ) to Report First Half, 2023 Results on Jul 14, 2023Addnode Group AB (publ) announced that they will report first half, 2023 results on Jul 14, 2023Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS: kr0.52 (vs kr0.30 in 2Q 2021)Second quarter 2022 results: EPS: kr0.52 (up from kr0.30 in 2Q 2021). Revenue: kr1.49b (up 49% from 2Q 2021). Net income: kr70.0m (up 75% from 2Q 2021). Profit margin: 4.7% (up from 4.0% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 20% share price gain to kr98.25, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total returns to shareholders of 138% over the past three years.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr82.50, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total loss to shareholders of 13% over the past year.공시 • Aug 09Addnode Group AB (publ) to Report Fiscal Year 2022 Results on Feb 03, 2023Addnode Group AB (publ) announced that they will report fiscal year 2022 results on Feb 03, 2023Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 24% share price gain to kr102, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total returns to shareholders of 168% over the past three years.Reported Earnings • Jul 16Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: kr1.49b (up 49% from 2Q 2021). Net income: kr70.0m (up 75% from 2Q 2021). Profit margin: 4.7% (up from 4.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 13% growth forecast for the industry in the United Kingdom.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr87.45, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 26x in the IT industry in the United Kingdom. Total returns to shareholders of 139% over the past three years.Reported Earnings • May 01First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: kr1.33b (up 28% from 1Q 2021). Net income: kr106.0m (up 96% from 1Q 2021). Profit margin: 8.0% (up from 5.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.8%, compared to a 16% growth forecast for the industry in the United Kingdom.Upcoming Dividend • Apr 28Upcoming dividend of kr3.00 per shareEligible shareholders must have bought the stock before 05 May 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (4.7%). Lower than average of industry peers (2.4%).Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Director Kristina Willgard was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Mar 12Head of M&A and Corporate Development recently sold kr468k worth of stockOn the 10th of March, Adam Nilsson sold around 1k shares on-market at roughly kr374 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr19m more than they bought in the last 12 months.Reported Earnings • Feb 05Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: kr6.63 (up from kr4.88 in FY 2020). Revenue: kr4.08b (up 7.1% from FY 2020). Net income: kr223.0m (up 37% from FY 2020). Profit margin: 5.5% (up from 4.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 13%, compared to a 18% growth forecast for the industry in the United Kingdom.Reported Earnings • Oct 30Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr925.0m (up 15% from 3Q 2020). Net income: kr49.0m (up 32% from 3Q 2020). Profit margin: 5.3% (up from 4.6% in 3Q 2020). The increase in margin was driven by higher revenue.Recent Insider Transactions • Sep 18Director recently bought kr190k worth of stockOn the 16th of September, Kristina Willgard bought around 500 shares on-market at roughly kr379 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr14m more in shares than they bought in the last 12 months.Recent Insider Transactions • Aug 01President of Design Management Division recently sold kr14m worth of stockOn the 28th of July, Rolf Kjaernsli sold around 60k shares on-market at roughly kr241 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Jul 22Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr1.00b (up 18% from 2Q 2020). Net income: kr40.0m (up 186% from 2Q 2020). Profit margin: 4.0% (up from 1.7% in 2Q 2020). The increase in margin was driven by higher revenue.이익 및 매출 성장 예측LSE:0GMG - 애널리스트 향후 추정치 및 과거 재무 데이터 (SEK Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20286,634546685988512/31/20276,316490627928512/31/20266,05139758092353/31/20265,863407297590N/A12/31/20255,793384153430N/A9/30/20255,71337999381N/A6/30/20256,261422105312N/A3/31/20256,809372311523N/A12/31/20247,757402491701N/A9/30/20248,351377438654N/A6/30/20248,300315431648N/A3/31/20247,849295389597N/A12/31/20237,412279283485N/A9/30/20237,120276275518N/A6/30/20236,936344522746N/A3/31/20236,871380570741N/A12/31/20226,225382585714N/A9/30/20225,553359653710N/A6/30/20224,854305542600N/A3/31/20224,367275444529N/A12/31/20214,077223329437N/A9/30/20213,884198254361N/A6/30/20213,765186207316N/A3/31/20213,609160349453N/A12/31/20203,807163473579N/A9/30/20203,819158470572N/A6/30/20203,792152582670N/A3/31/20203,810171375463N/A12/31/20193,434129N/A413N/A9/30/20193,341146N/A353N/A6/30/20193,210143N/A260N/A3/31/20193,063138N/A306N/A12/31/20182,942152N/A285N/A9/30/20182,880140N/A237N/A6/30/20182,767113N/A219N/A3/31/20182,63893N/A172N/A12/31/20172,52090N/A147N/A9/30/20172,40172N/A154N/A6/30/20172,33388N/A196N/A3/31/20172,27396N/A188N/A12/31/20162,19582N/A158N/A9/30/20162,15191N/A183N/A6/30/20162,15195N/A202N/A3/31/20162,01089N/A254N/A12/31/20151,90195N/A144N/A9/30/20151,74898N/A142N/A6/30/20151,63595N/A131N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0GMG 의 연간 예상 수익 증가율(11.5%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: 0GMG 의 연간 수익(11.5%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 0GMG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 0GMG 의 수익(연간 4.3%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 0GMG 의 수익(연간 4.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0GMG의 자본 수익률은 3년 후 15.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/15 19:26종가2026/05/15 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Addnode Group AB (publ)는 8명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullABG Sundal CollierFredrik NilssonABG Sundal Collier SponsoredMikael LaséenDNB Carnegie5명의 분석가 더 보기
Recent Insider Transactions • May 03Insider recently bought kr300k worth of stockOn the 28th of April, Andreas Wikholm bought around 5k shares on-market at roughly kr58.39 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr962k more in shares than they have sold in the last 12 months.
Upcoming Dividend • May 01Upcoming dividend of kr1.15 per shareEligible shareholders must have bought the stock before 08 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.8%).
Reported Earnings • Apr 29First quarter 2026 earnings released: EPS: kr0.83 (vs kr0.67 in 1Q 2025)First quarter 2026 results: EPS: kr0.83 (up from kr0.67 in 1Q 2025). Revenue: kr1.53b (up 4.8% from 1Q 2025). Net income: kr113.0m (up 26% from 1Q 2025). Profit margin: 7.4% (up from 6.2% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
New Risk • Apr 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 British stocks, typically moving 8.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (8.9% average weekly change).
Buy Or Sell Opportunity • Apr 20Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to kr75.40. The fair value is estimated to be kr96.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has grown by 5.7%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to kr73.90, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 10x in the IT industry in the United Kingdom. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr95.16 per share.
공시 • Apr 01Addnode Group AB (publ) to Report Fiscal Year 2026 Results on Feb 09, 2027Addnode Group AB (publ) announced that they will report fiscal year 2026 results on Feb 09, 2027
Recent Insider Transactions • Feb 12President recently bought kr374k worth of stockOn the 3rd of February, Johan Andersson bought around 5k shares on-market at roughly kr83.18 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Johan has been a buyer over the last 12 months, purchasing a net total of kr801k worth in shares.
Declared Dividend • Feb 05Dividend of kr1.15 announcedDividend of kr1.15 is the same as last year. Ex-date: 8th May 2026 Payment date: 15th May 2026 Dividend yield will be 1.4%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is covered by earnings (40% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 04Full year 2025 earnings released: EPS: kr2.87 (vs kr3.02 in FY 2024)Full year 2025 results: EPS: kr2.87 (down from kr3.02 in FY 2024). Revenue: kr5.79b (down 25% from FY 2024). Net income: kr384.0m (down 4.5% from FY 2024). Profit margin: 6.6% (up from 5.2% in FY 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공시 • Feb 04Addnode Group AB (publ) announces Annual dividend, payable on May 15, 2026Addnode Group AB (publ) announced Annual dividend of SEK 1.1500 per share payable on May 15, 2026, ex-date on May 08, 2026 and record date on May 11, 2026.
공시 • Feb 03+ 1 more updateAddnode Group AB (publ) to Report Q3, 2026 Results on Oct 23, 2026Addnode Group AB (publ) announced that they will report Q3, 2026 results on Oct 23, 2026
Buy Or Sell Opportunity • Jan 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to kr92.65. The fair value is estimated to be kr117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.3%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
공시 • Dec 03Addnode Group AB (publ) (OM:ANOD B) acquired Acad Plus Inc.Addnode Group AB (publ) (OM:ANOD B) acquired Acad Plus Inc. on December 2, 2025. ACAD-Plus will be consolidated from December 2025 as part of Addnode Group’s division Design Management. ACAD-Plus reported net sales of SEK 12 million. Addnode Group AB (publ) (OM:ANOD B) completed the acquisition of Acad Plus Inc. on December 2, 2025.
공시 • Oct 31Addnode Group AB (publ), Annual General Meeting, May 07, 2026Addnode Group AB (publ), Annual General Meeting, May 07, 2026.
Reported Earnings • Oct 26Third quarter 2025 earnings released: EPS: kr0.40 (vs kr0.73 in 3Q 2024)Third quarter 2025 results: EPS: kr0.40 (down from kr0.73 in 3Q 2024). Revenue: kr1.31b (down 30% from 3Q 2024). Net income: kr54.0m (down 44% from 3Q 2024). Profit margin: 4.1% (down from 5.2% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year.
Buy Or Sell Opportunity • Oct 03Now 21% overvaluedOver the last 90 days, the stock has fallen 11% to kr103. The fair value is estimated to be kr85.02, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 5.2%. For the next 3 years, revenue is forecast to grow by 2.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
공시 • Jul 15Addnode Group AB (publ) to Report Q1, 2026 Results on Apr 28, 2026Addnode Group AB (publ) announced that they will report Q1, 2026 results on Apr 28, 2026
Reported Earnings • Jul 14Second quarter 2025 earnings released: EPS: kr0.78 (vs kr0.41 in 2Q 2024)Second quarter 2025 results: EPS: kr0.78 (up from kr0.41 in 2Q 2024). Revenue: kr1.46b (down 27% from 2Q 2024). Net income: kr104.0m (up 93% from 2Q 2024). Profit margin: 7.1% (up from 2.7% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
공시 • Jul 02Addnode Group AB (publ) (OM:ANOD B) completed the acquisition of Genus As.Addnode Group AB (publ) (OM:ANOD B) signed an agreement to acquire Genus As on May 28, 2025. The consideration consists of 2.05 million common equity of Addnode Group AB (publ) to be issued for common equity of Genus As. A cash consideration will be paid by Addnode Group AB (publ). As part of consideration, an undisclosed value is paid towards common equity of Genus As. A contingent consideration may be paid depending on Genus’ future financial performance. For the period ending December 31, 2024, Genus As reported total revenue of NOK 165 million. The acquisition is not subject to any completion conditions. Genus will be consolidated as part of Addnode Group’s division Process Management. The expected completion of the transaction is July 1, 2025. Addnode Group AB (publ) (OM:ANOD B) completed the acquisition of Genus As on July 1, 2025. The number of newly issued B shares amounts to 2,024,442, which, calculated after the issue, corresponds to a dilution of 1.48% of the share capital and 1.18% of the voting rights in Addnode Group.
공시 • May 30Addnode Group AB (publ) (OM:ANOD B) agreed to acquire Genus AsAddnode Group AB (publ) (OM:ANOD B) agreed to acquire Genus As on May 28, 2025. The consideration consists of 2.05 million common equity of Addnode Group AB (publ) to be issued for common equity of Genus As. A cash consideration will be paid by Addnode Group AB (publ). As part of consideration, an undisclosed value is paid towards common equity of Genus As. A contingent consideration may be paid depending on Genus’ future financial performance. For the period ending December 31, 2024, Genus As reported total revenue of NOK 165 million. The acquisition is not subject to any completion conditions. Genus will be consolidated as part of Addnode Group’s division Process Management. The expected completion of the transaction is July 1, 2025.
공시 • May 08Addnode Group AB (Publ) Approves the DividendAddnode Group announced that at its AGM held on 7 May 2025, the meeting decided, in accordance with the Board of Directors' proposal, that of the profit according to the adopted balance sheet, a dividend of SEK 1.15 per share shall be distributed to the shareholders, representing a total amount of SEK 153,496,998 and that the remaining available earnings of SEK 870,972,735 shall be carried forward.
Recent Insider Transactions • May 02President recently bought kr427k worth of stockOn the 25th of April, Johan Andersson bought around 5k shares on-market at roughly kr90.24 per share. This transaction amounted to 1.2% 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 Johan's only on-market trade for the last 12 months.
Upcoming Dividend • May 02Upcoming dividend of kr1.15 per shareEligible shareholders must have bought the stock before 08 May 2025. Payment date: 14 May 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (3.3%).
Recent Insider Transactions • Apr 28President recently bought kr427k worth of stockOn the 25th of April, Johan Andersson bought around 5k shares on-market at roughly kr90.24 per share. This transaction amounted to 1.2% 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 Johan's only on-market trade for the last 12 months.
Buy Or Sell Opportunity • Apr 25Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to kr87.00. The fair value is estimated to be kr117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to decline by 1.1% per annum. Earnings are forecast to grow by 15% per annum over the same time period.
Declared Dividend • Apr 11Dividend increased to kr1.15Dividend of kr1.15 is 15% higher than last year. Ex-date: 8th May 2025 Payment date: 14th May 2025 Dividend yield will be 1.3%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 38%. Cash payout ratio: 31%.
공시 • Apr 10Addnode Group AB (publ) announces Annual dividend, payable on May 14, 2025Addnode Group AB (publ) announced Annual dividend of SEK 1.1500 per share payable on May 14, 2025, ex-date on May 08, 2025 and record date on May 09, 2025.
Reported Earnings • Apr 08Full year 2024 earnings released: EPS: kr3.02 (vs kr2.09 in FY 2023)Full year 2024 results: EPS: kr3.02 (up from kr2.09 in FY 2023). Revenue: kr7.76b (up 4.7% from FY 2023). Net income: kr402.0m (up 44% from FY 2023). Profit margin: 5.2% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 7.7% growth forecast for the IT industry in the United Kingdom. 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 2% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Apr 07Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to kr90.10. The fair value is estimated to be kr119, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 0.2% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
New Risk • Feb 04New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 43% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 01Full year 2024 earnings released: EPS: kr3.02 (vs kr2.09 in FY 2023)Full year 2024 results: EPS: kr3.02 (up from kr2.09 in FY 2023). Revenue: kr7.76b (up 4.7% from FY 2023). Net income: kr402.0m (up 44% from FY 2023). Profit margin: 5.2% (up from 3.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 7.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year and the company’s share price has also increased by 8% per year.
공시 • Feb 01Addnode Group AB (publ), Annual General Meeting, May 07, 2025Addnode Group AB (publ), Annual General Meeting, May 07, 2025.
Valuation Update With 7 Day Price Move • Jan 31Investor sentiment improves as stock rises 19%After last week's 19% share price gain to kr118, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 21x in the IT industry in the United Kingdom. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr87.70 per share.
Buy Or Sell Opportunity • Jan 31Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to kr118. The fair value is estimated to be kr87.70, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to decline by 2.9% per annum. Earnings are forecast to grow by 17% per annum over the same time period.
공시 • Jan 31+ 2 more updatesAddnode Group AB (publ) to Report Q3, 2025 Results on Oct 24, 2025Addnode Group AB (publ) announced that they will report Q3, 2025 results on Oct 24, 2025
공시 • Jan 28Addnode Group AB (publ) (OM:ANOD B) signed an agreement to acquire Congere IT-Konsult AB.Addnode Group AB (publ) (OM:ANOD B) signed an agreement to acquire Congere IT-Konsult AB on January 27, 2025. For the period ending December 31, 2024, Congere IT-Konsult AB reported total revenue of SEK 25 million and has 22 employees. Congere will be part of Addnode Group’s division Process Management. The expected completion of the transaction is in February 2025.
공시 • Jan 27Addnode Group AB (publ) to Report Fiscal Year 2024 Final Results on Mar 31, 2025Addnode Group AB (publ) announced that they will report fiscal year 2024 final results on Mar 31, 2025
공시 • Oct 25Addnode Group AB (publ) to Report Q1, 2025 Results on Apr 25, 2025Addnode Group AB (publ) announced that they will report Q1, 2025 results on Apr 25, 2025
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: kr0.73 (vs kr0.26 in 3Q 2023)Third quarter 2024 results: EPS: kr0.73 (up from kr0.26 in 3Q 2023). Revenue: kr1.86b (up 2.8% from 3Q 2023). Net income: kr97.0m (up 177% from 3Q 2023). Profit margin: 5.2% (up from 1.9% in 3Q 2023). Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the IT industry in the United Kingdom are expected to grow by 8.1%. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.
Buy Or Sell Opportunity • Oct 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.0% to kr116. The fair value is estimated to be kr96.43, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 9.7%. Revenue is forecast to decline by 15% in 2 years. Earnings are forecast to grow by 32% in the next 2 years.
Buy Or Sell Opportunity • Sep 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to kr109. The fair value is estimated to be kr137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to decline by 17% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.
Buy Or Sell Opportunity • Sep 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.1% to kr108. The fair value is estimated to be kr136, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to decline by 17% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to kr110, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 24x in the IT industry in the United Kingdom. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr125 per share.
Recent Insider Transactions • Jul 16Chief Financial Officer recently bought kr250k worth of stockOn the 12th of July, Kristina Mackintosh bought around 2k shares on-market at roughly kr116 per share. This transaction amounted to 86% 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 Kristina's only on-market trade for the last 12 months.
Reported Earnings • Jul 14Second quarter 2024 earnings released: EPS: kr0.41 (vs kr0.26 in 2Q 2023)Second quarter 2024 results: EPS: kr0.41 (up from kr0.26 in 2Q 2023). Revenue: kr2.01b (up 29% from 2Q 2023). Net income: kr54.0m (up 59% from 2Q 2023). Profit margin: 2.7% (up from 2.2% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 11% per year.
Recent Insider Transactions • Jun 06Chairman recently sold kr182m worth of stockOn the 31st of May, Staffan Hanstorp sold around 2m shares on-market at roughly kr121 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Staffan's only on-market trade for the last 12 months.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: kr0.90 (vs kr0.78 in 1Q 2023)First quarter 2024 results: EPS: kr0.90 (up from kr0.78 in 1Q 2023). Revenue: kr2.41b (up 22% from 1Q 2023). Net income: kr120.0m (up 15% from 1Q 2023). Profit margin: 5.0% (down from 5.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 16% per year.
공시 • Apr 17Addnode Group AB (Publ) Announces Step Down of Jonas Gejer from Management, Effective from June 30, 2024Addnode Group AB (publ) announced that Jonas Gejer, Vice President of Business Development and part of Addnode Group’s Management, has decided to step down from his position in Addnode Group, as of June 30, 2024. Jonas will remain as long-term main owner of Addnode Group together with Staffan Hanstorp through Aretro Capital Group AB. Jonas has served in key roles since Technia joined Addnode Group in 2004, from Head of Sales and CEO of Technia and Division President Product Lifecycle Management, and lately driving Group Business development. As one the founders and later as CEO Jonas has been instrumental in expanding Technia, both organically and through acquisitions, to become an international company with business in 20 countries. With Jonas as CEO Technia grew net sales with 500 per cent.
Declared Dividend • Apr 10Dividend of kr1.00 announcedDividend of kr1.00 is the same as last year. Ex-date: 8th May 2024 Payment date: 15th May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.4%. Payout Ratios Payout ratio: 48%. Cash payout ratio: 47%.
Reported Earnings • Apr 07Full year 2023 earnings released: EPS: kr2.09 (vs kr2.86 in FY 2022)Full year 2023 results: EPS: kr2.09 (down from kr2.86 in FY 2022). Revenue: kr7.41b (up 19% from FY 2022). Net income: kr279.0m (down 27% from FY 2022). Profit margin: 3.8% (down from 6.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 19% per year.
공시 • Mar 08Addnode Group AB (publ) to Report Fiscal Year 2023 Final Results on Apr 01, 2024Addnode Group AB (publ) announced that they will report fiscal year 2023 final results at 9:00 AM, Central European Standard Time on Apr 01, 2024
공시 • Feb 05Addnode Group AB (Publ) Proposes Dividend for 2023, Payable in May 2024Addnode Group AB (publ) announced that Board proposed a dividend of SEK 1.00 (1.00) per share for 2023 that will be paid to shareholders in May 2024.
New Risk • Feb 04New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 47% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (47% net debt to equity). Profit margins are more than 30% lower than last year (3.8% net profit margin).
Reported Earnings • Feb 02Full year 2023 earnings released: EPS: kr2.09 (vs kr2.86 in FY 2022)Full year 2023 results: EPS: kr2.09 (down from kr2.86 in FY 2022). Revenue: kr7.41b (up 19% from FY 2022). Net income: kr279.0m (down 27% from FY 2022). Profit margin: 3.8% (down from 6.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공시 • Dec 21Addnode Group AB (publ) to Report Fiscal Year 2024 Results on Jan 31, 2025Addnode Group AB (publ) announced that they will report fiscal year 2024 results on Jan 31, 2025
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to kr83.26, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 23x in the IT industry in the United Kingdom. Total returns to shareholders of 36% over the past three years.
Reported Earnings • Oct 29Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: kr1.81b (up 11% from 3Q 2022). Net income: kr35.0m (down 66% from 3Q 2022). Profit margin: 1.9% (down from 6.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공시 • Oct 13Addnode Group AB (publ) Announces Nomination Committee for 2024Addnode Group AB (publ)'s Annual General Meeting on May 4, 2023, the members of the Nomination Committee are hereby announced and will remain as composed until a new Nomination Committee has been appointed in accordance with the mandate of the next Annual General Meeting. The Nomination Committee has the following composition: Jonas Gejer, appointed by Aretro Capital Group AB. Jonas Gejer is the chairman of the Nomination Committee as the representative of the largest owner in terms of votes. Andreas Wollheim, appointed by SEB Investment Management. Marianne Nilsson, appointed by Swedbank Robur Fonder. Claes Murander, appointed by Lannebo Fonder. Staffan Hanstorp, chairman of Addnode Group's Board of Directors. Addnode Group's Annual General Meeting 2024 will be held on May 7, 2024.
공시 • Sep 06Addnode Group AB (Publ) Announces CFO ChangesAddnode Group AB (publ) announced Kristina Elfström Mackintosh has been appointed CFO in Addnode Group. Kristina will take up the position no later than February 2024 and will then also be part of Addnode Group's Group Management team. Kristina has solid experience as CFO for both listed and international groups, as well as fast growing companies with a strong acquisition focus. Most recently, Kristina comes from a role as CFO for ChargeAmps, a growth company in electric vehicle charging, before that Kristina was, among other things, CFO for Lagercrantz Group. Kristina holds a BSc in Business and Economics from Uppsala University and has been an authorized accountant. As previously announced, the current CFO Lotta Jarleryd will leave Addnode Group.
공시 • Aug 26+ 2 more updatesAddnode Group AB (publ) to Report Q3, 2024 Results on Oct 24, 2024Addnode Group AB (publ) announced that they will report Q3, 2024 results at 8:30 AM, Central European Standard Time on Oct 24, 2024
공시 • Aug 22Addnode Group AB (publ) to Report Q1, 2024 Results on Apr 25, 2024Addnode Group AB (publ) announced that they will report Q1, 2024 results at 8:30 AM, Central European Standard Time on Apr 25, 2024
Buying Opportunity • Aug 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 37%. The fair value is estimated to be kr99.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 23% per annum over the same time period.
Recent Insider Transactions • Jul 22President recently bought kr490k worth of stockOn the 19th of July, Johan Andersson bought around 6k shares on-market at roughly kr80.44 per share. This transaction amounted to 1.5% 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 Johan's only on-market trade for the last 12 months.
Reported Earnings • Jul 14Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: kr1.55b (up 4.4% from 2Q 2022). Net income: kr34.0m (down 51% from 2Q 2022). Profit margin: 2.2% (down from 4.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.5% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to kr82.60, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total returns to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr98.97 per share.
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Director Petra Alund 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.
Upcoming Dividend • Apr 28Upcoming dividend of kr1.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 05 May 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.3%).
Reported Earnings • Apr 06Full year 2022 earnings released: EPS: kr2.86 (vs kr1.66 in FY 2021)Full year 2022 results: EPS: kr2.86 (up from kr1.66 in FY 2021). Revenue: kr6.23b (up 53% from FY 2021). Net income: kr382.0m (up 71% from FY 2021). Profit margin: 6.1% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 05Full year 2022 earnings released: EPS: kr2.86 (vs kr1.66 in FY 2021)Full year 2022 results: EPS: kr2.86 (up from kr1.66 in FY 2021). Revenue: kr6.23b (up 53% from FY 2021). Net income: kr382.0m (up 71% from FY 2021). Profit margin: 6.1% (up from 5.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year whereas the company’s share price has increased by 32% per year.
공시 • Feb 04Addnode Group AB (publ) Proposes Dividend for the Financial Year 2022, Payable on 11 May 2023The Board of Directors of Addnode Group AB (publ) proposed that the Annual General Meeting approves a dividend of SEK 1.00 per share (0.75) for the financial year 2022, corresponding to a total dividend of SEK 133 million (100). 8 May 2023 has been proposed as the record date for payment of dividends. If the Annual General Meeting approves this proposal, dividends are expected to be disbursed on 11 May 2023.
공시 • Jan 17Addnode Group AB (publ) to Report Fiscal Year 2023 Results on Feb 02, 2024Addnode Group AB (publ) announced that they will report fiscal year 2023 results at 8:30 AM, Central European Standard Time on Feb 02, 2024
공시 • Jan 03Addnode Group AB (publ) (OM:ANOD B) acquired Fast2 Affarssystem Ab.Addnode Group AB (publ) (OM:ANOD B) acquired Fast2 Affarssystem Ab on January 2, 2023. FAST2 will be consolidated starting from January 2, 2023, as part of Addnode Group's Design Management Division. Addnode Group AB (publ) (OM:ANOD B) completed the acquisition of Fast2 Affarssystem Ab on January 2, 2023.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Director Kristina Willgard was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Oct 29Addnode Group AB (publ) to Report First Half, 2023 Results on Jul 14, 2023Addnode Group AB (publ) announced that they will report first half, 2023 results on Jul 14, 2023
Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS: kr0.52 (vs kr0.30 in 2Q 2021)Second quarter 2022 results: EPS: kr0.52 (up from kr0.30 in 2Q 2021). Revenue: kr1.49b (up 49% from 2Q 2021). Net income: kr70.0m (up 75% from 2Q 2021). Profit margin: 4.7% (up from 4.0% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 20% share price gain to kr98.25, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total returns to shareholders of 138% over the past three years.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to kr82.50, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total loss to shareholders of 13% over the past year.
공시 • Aug 09Addnode Group AB (publ) to Report Fiscal Year 2022 Results on Feb 03, 2023Addnode Group AB (publ) announced that they will report fiscal year 2022 results on Feb 03, 2023
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 24% share price gain to kr102, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total returns to shareholders of 168% over the past three years.
Reported Earnings • Jul 16Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: kr1.49b (up 49% from 2Q 2021). Net income: kr70.0m (up 75% from 2Q 2021). Profit margin: 4.7% (up from 4.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 13% growth forecast for the industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr87.45, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 26x in the IT industry in the United Kingdom. Total returns to shareholders of 139% over the past three years.
Reported Earnings • May 01First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: kr1.33b (up 28% from 1Q 2021). Net income: kr106.0m (up 96% from 1Q 2021). Profit margin: 8.0% (up from 5.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.8%, compared to a 16% growth forecast for the industry in the United Kingdom.
Upcoming Dividend • Apr 28Upcoming dividend of kr3.00 per shareEligible shareholders must have bought the stock before 05 May 2022. Payment date: 11 May 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of British dividend payers (4.7%). Lower than average of industry peers (2.4%).
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Director Kristina Willgard was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Mar 12Head of M&A and Corporate Development recently sold kr468k worth of stockOn the 10th of March, Adam Nilsson sold around 1k shares on-market at roughly kr374 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr19m more than they bought in the last 12 months.
Reported Earnings • Feb 05Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: kr6.63 (up from kr4.88 in FY 2020). Revenue: kr4.08b (up 7.1% from FY 2020). Net income: kr223.0m (up 37% from FY 2020). Profit margin: 5.5% (up from 4.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 13%, compared to a 18% growth forecast for the industry in the United Kingdom.
Reported Earnings • Oct 30Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr925.0m (up 15% from 3Q 2020). Net income: kr49.0m (up 32% from 3Q 2020). Profit margin: 5.3% (up from 4.6% in 3Q 2020). The increase in margin was driven by higher revenue.
Recent Insider Transactions • Sep 18Director recently bought kr190k worth of stockOn the 16th of September, Kristina Willgard bought around 500 shares on-market at roughly kr379 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr14m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Aug 01President of Design Management Division recently sold kr14m worth of stockOn the 28th of July, Rolf Kjaernsli sold around 60k shares on-market at roughly kr241 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Jul 22Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr1.00b (up 18% from 2Q 2020). Net income: kr40.0m (up 186% from 2Q 2020). Profit margin: 4.0% (up from 1.7% in 2Q 2020). The increase in margin was driven by higher revenue.