Sandvik AB (publ)

OM:SAND 주식 리포트

시가총액: SEK 483.8b

Sandvik 향후 성장

Future 기준 점검 3/6

Sandvik (는) 각각 연간 12.2% 및 8.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.1% 로 예상됩니다.

핵심 정보

12.2%

이익 성장률

12.16%

EPS 성장률

Machinery 이익 성장12.5%
매출 성장률8.3%
향후 자기자본이익률18.09%
애널리스트 커버리지

Good

마지막 업데이트24 Jun 2026

최근 향후 성장 업데이트

분석 기사 • Jan 31

Sandvik AB (publ) (STO:SAND) Just Reported And Analysts Have Been Lifting Their Price Targets

Investors in Sandvik AB (publ) ( STO:SAND ) had a good week, as its shares rose 5.6% to close at kr352 following the...

Recent updates

분석 기사 • Jun 20

Sandvik (OM:SAND) Stock Looks 5.9% Overvalued After Barminco Mining Order

Sandvik’s new Barminco order puts mining demand in focus Sandvik (OM:SAND) has secured a SEK 350 million equipment order from Australian mining contractor Barminco for the Bellevue Gold Project, including underground loaders, trucks, drill rigs, and ongoing tools and service support. See our latest analysis for Sandvik. Sandvik’s recent SEK 350 million Barminco contract comes as momentum in the stock has been strong, with a 90 day share price return of 21.73% and a 1 year total shareholder...
내러티브 업데이트 • Jun 16

SAND: Autonomous Mining Wins And Mixed Views Will Likely Restrain Upside

The updated analyst fair value for Sandvik edges up to SEK 383.95 from SEK 381.65, as analysts factor in recently mixed but generally supportive Street research, including several SEK price target increases along with a few modest trims. Analyst Commentary Recent Street research on Sandvik reflects an active but split view, with several analysts lifting price targets or upgrading their stance, while a few have trimmed targets or downgraded the stock.
내러티브 업데이트 • Jun 02

SAND: Higher P/E Assumptions Will Test Mining Cycle Delivery Timing

Sandvik's updated fair value estimate has moved from SEK 226.86 to SEK 268.47. Analysts point to a series of recent price target adjustments and mixed rating changes that reflect revised assumptions for growth, margins and future P/E expectations.
내러티브 업데이트 • May 08

SAND: Higher Multiple Expectations Will Likely Cap Returns Despite Mixed Sector Positioning

Analysts have lifted the Sandvik fair value estimate from SEK 329.30 to SEK 381.65. This reflects a series of recent price target increases in the SEK 12 to SEK 80 range and several upgrades that highlight expectations for higher revenue growth, slightly stronger margins and a higher future P/E multiple.
내러티브 업데이트 • Apr 24

SAND: Mining Upswing Orders And Restructuring Actions Will Drive Higher Fair Value

Sandvik's analyst fair value has moved from SEK 430 to SEK 450. This reflects analysts' updated models that balance higher assumed revenue growth and slightly lower profit margins with a broadly steady P/E framework, in the context of several recent price target increases and rating changes across major banks.
내러티브 업데이트 • Apr 09

SAND: Fair Value View Balances Mining Upswing Orders With Restructuring And Dividend

Sandvik's analyst fair value estimate has been updated from SEK 380 to SEK 430 as analysts factor in higher forecast revenue growth, slightly stronger margins, and a modestly lower assumed discount rate, in line with a series of recent price target revisions across the Street. Analyst Commentary Recent Street research on Sandvik shows a mix of views, but with a clear cluster of bullish analysts lifting price targets over the past few months.
내러티브 업데이트 • Mar 25

SAND: Elevated P/E Assumptions Will Expose Mining Cycle Execution Risk

The updated analyst price target for Sandvik now reflects a fair value estimate of SEK 226.86, up from SEK 216.17, with analysts pointing to higher Street targets in the SEK 355 to SEK 404 range and slightly revised assumptions for growth, profitability, and future P/E multiples. Analyst Commentary Recent Street research around Sandvik presents a split picture, with several higher price targets on one side and more cautious positioning on the other.
내러티브 업데이트 • Mar 11

SAND: Rising P/E Assumptions Will Heighten Execution Risk On Cyclical Margins

The analyst fair value estimate for Sandvik has edged up from SEK 212.0 to about SEK 216.2, supported by a series of higher Street price targets in the SEK 355 to SEK 404 range as analysts factor in updated assumptions on growth, margins, and future P/E. Analyst Commentary Street research around Sandvik has recently clustered around higher price targets in the SEK 355 to SEK 404 range, with several large banks adjusting their models on growth, margins, and future P/E assumptions.
내러티브 업데이트 • Feb 25

SAND: Higher Multiple Assumptions Will Likely Constrain Future Share Returns

Our updated fair value estimate for Sandvik moves to SEK 329.30 from SEK 282.56. This reflects analysts' refreshed price targets around SEK 350 and above, which are supported by assumptions of higher revenue growth, stronger profit margins, and a slightly richer future P/E multiple.
분석 기사 • Feb 13

Sandvik (STO:SAND) Has Announced That It Will Be Increasing Its Dividend To SEK6.00

Sandvik AB (publ)'s ( STO:SAND ) dividend will be increasing from last year's payment of the same period to SEK6.00 on...
내러티브 업데이트 • Feb 10

SAND: Medium Term Cash Generation And Orders Will Support Future Earnings Power

Narrative update Our analyst price target for Sandvik moves slightly higher from SEK 375 to SEK 380. This reflects updated assumptions on discount rate, revenue growth, profit margin and future P/E that are broadly in line with recent price target increases from several analysts, including those at Barclays, JPMorgan and Citi, alongside a more cautious stance from others.
분석 기사 • Jan 31

Sandvik AB (publ) (STO:SAND) Just Reported And Analysts Have Been Lifting Their Price Targets

Investors in Sandvik AB (publ) ( STO:SAND ) had a good week, as its shares rose 5.6% to close at kr352 following the...
내러티브 업데이트 • Jan 26

SAND: Medium Term Margin Expansion And Cash Generation Will Support Higher Future Earnings Power

Analysts have raised their fair value estimate for Sandvik from SEK 335 to about SEK 375, reflecting updated assumptions on margins and future P/E. Recent Street research has been mixed, with one firm setting a higher SEK 355 price target and another issuing a downgrade.
내러티브 업데이트 • Jan 11

SAND: Higher P/E Assumptions Will Expose Execution Risk Going Forward

Analysts have lifted their price target on Sandvik from about SEK 177 to SEK 212, reflecting updated assumptions on growth, profitability and P/E that are in line with recent target increases from Citi, RBC and Rothschild & Co Redburn. Analyst Commentary Recent Street research around Sandvik has centered on refreshed price targets and rating changes, giving you a clearer sense of how the market is framing risk and reward.
분석 기사 • Jan 03

Here's Why Sandvik (STO:SAND) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
내러티브 업데이트 • Dec 27

SAND: Medium Term Margin Expansion And Cash Generation Will Drive Further Share Upside

The analyst price target for Sandvik has been increased modestly in SEK terms as analysts highlight slightly stronger revenue growth expectations, marginally higher profit margins and a marginally lower discount rate, offset by a small reduction in expected future P E multiples. Analyst Commentary Bullish analysts have become increasingly positive on Sandvik, with a series of price target hikes reflecting confidence in both the company’s execution and medium term growth profile.
내러티브 업데이트 • Dec 13

SAND: Medium Term Revenue Outlook Will Support Upside From Recent Buy Upgrades

We raise our Sandvik fair value estimate to SEK 335 from SEK 300, reflecting analysts' higher price targets and improved expectations for medium term revenue growth, which are partly offset by slightly lower margin assumptions and a marginally higher discount rate. Analyst Commentary Bullish analysts have recently reiterated a constructive stance on Sandvik, highlighting a combination of solid execution, improving end market conditions, and scope for further margin enhancement as key drivers of upside to the current share price.
내러티브 업데이트 • Nov 29

SAND: Price Upgrades Will Drive Near-Term Momentum Amid Sector Headwinds

Sandvik's analyst price target has been increased, with new targets ranging up to SEK 335, as analysts cite continued improvements in fundamentals and sustained positive momentum across recent research updates. Analyst Commentary Recent analyst research reflects a range of perspectives on Sandvik's outlook, marked chiefly by several upward price target revisions as well as a notable downgrade amid the broader sector context.
내러티브 업데이트 • Nov 15

SAND: Continued Execution Will Determine Fair Value Stability Amid Sector Shifts

Sandvik's analyst price target has increased modestly to SEK 282.56, as analysts cite a series of upward revisions from major institutions. This reflects continued optimism around the company's growth prospects.
내러티브 업데이트 • Oct 31

SAND: Recent Upgrades And Equipment Orders Will Shape Mining Outlook Ahead

Sandvik's analyst price target has increased from SEK 269.17 to SEK 282.56. Analysts cite recent upgrades and stronger growth expectations as reasons for the change.
내러티브 업데이트 • Oct 17

Electrification And Automation Products Will Shape Future Mining Markets

Sandvik's analyst price target has increased from SEK 257.06 to SEK 269.17. Analysts point to a series of recent upward target revisions, reflecting a more favorable outlook on the company's performance.
분석 기사 • Oct 17

Estimating The Intrinsic Value Of Sandvik AB (publ) (STO:SAND)

Key Insights Sandvik's estimated fair value is kr257 based on 2 Stage Free Cash Flow to Equity With kr273 share price...
내러티브 업데이트 • Oct 03

Electrification And Automation Products Will Shape Future Mining Markets

Sandvik's analyst price target has been revised upwards from SEK 250.67 to SEK 257.06. This reflects improved sentiment as analysts cite increased earnings confidence and recent sector upgrades.
내러티브 업데이트 • Sep 16

Electrification And Automation Products Will Shape Future Mining Markets

Sandvik’s consensus price target has been revised upward to SEK250.67, reflecting analysts’ increased confidence driven by improved earnings momentum, strong order intake, and sound margin management, though some caution remains on valuation after recent share price gains. Analyst Commentary Bullish analysts cite improved earnings momentum and strong order intake supporting upward revisions to price targets.
분석 기사 • Sep 09

Pinning Down Sandvik AB (publ)'s (STO:SAND) P/E Is Difficult Right Now

With a median price-to-earnings (or "P/E") ratio of close to 24x in Sweden, you could be forgiven for feeling...
내러티브 업데이트 • Aug 27

Electrification And Automation Products Will Shape Future Mining Markets

Analysts have raised Sandvik’s price target to SEK241.56, citing resilient demand in core markets, margin improvements, and continued strength in strategic segments such as mining and machining solutions. Analyst Commentary Bullish analysts have raised targets citing continued resilient demand in Sandvik's key end-markets.
분석 기사 • Aug 27

Is Sandvik (STO:SAND) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Aug 13

What Is Sandvik AB (publ)'s (STO:SAND) Share Price Doing?

OM:SAND 1 Year Share Price vs Fair Value Explore Sandvik's Fair Values from the Community and select yours Today we're...
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새로운 내러티브 • Nov 07

Innovative Mining Solutions And Tactical Acquisitions Propel Future Growth

Sandvik's focus on mining automation and industry innovations supports revenue growth and enhances competitive positioning amid high metal prices.

이익 및 매출 성장 예측

OM:SAND - 애널리스트 향후 추정치 및 과거 재무 데이터 (SEK Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2028160,23824,48126,09430,04818
12/31/2027155,25322,73322,61825,97919
12/31/2026139,99119,95219,20923,58019
3/31/2026122,06414,83018,70622,251N/A
12/31/2025120,68014,69015,38419,189N/A
9/30/2025120,37014,78615,60219,750N/A
6/30/2025121,45814,48615,99820,506N/A
3/31/2025123,17714,73113,70118,366N/A
12/31/2024122,87812,24315,77320,607N/A
9/30/2024122,54312,20712,67117,836N/A
6/30/2024123,71312,86511,75717,011N/A
3/31/2024124,53712,73213,28418,667N/A
12/31/2023126,50315,30013,44918,797N/A
9/30/2023125,78014,47117,94923,418N/A
6/30/2023123,57113,96013,80619,014N/A
3/31/2023118,37813,27510,01714,916N/A
12/31/2022112,33112,8405,94110,465N/A
9/30/2022106,54912,8325374,830N/A
6/30/202299,00613,0482,8206,819N/A
3/31/202292,09313,5656,2729,984N/A
12/31/202185,70013,0649,61213,177N/A
9/30/202182,79712,27511,16314,222N/A
6/30/202181,21811,86212,52615,459N/A
3/31/202181,3129,80612,18715,301N/A
12/31/202086,4048,76712,14915,347N/A
9/30/202090,5796,05511,69915,128N/A
6/30/202095,5974,94112,92516,763N/A
3/31/2020101,8337,44512,68416,715N/A
12/31/2019103,2388,744N/A16,894N/A
9/30/2019102,62311,641N/A17,798N/A
6/30/2019101,74213,501N/A16,802N/A
3/31/2019101,41213,411N/A16,168N/A
12/31/2018100,07213,224N/A14,914N/A
9/30/201898,03316,823N/A14,239N/A
6/30/201895,35915,237N/A12,482N/A
3/31/201892,75413,907N/A12,666N/A
12/31/201790,82713,226N/A14,286N/A
9/30/201788,7168,919N/A13,245N/A
6/30/201786,8228,185N/A13,988N/A
3/31/201783,6117,690N/A13,772N/A
12/31/201681,5536,878N/A12,032N/A
9/30/201680,6754,620N/A11,068N/A
6/30/201681,7064,268N/A10,323N/A
3/31/201683,5854,384N/A11,035N/A
12/31/201585,8453,496N/A11,952N/A
9/30/201586,6095,228N/A12,827N/A
6/30/201586,7715,465N/A12,556N/A

애널리스트 향후 성장 전망

수입 대 저축률: SAND 의 연간 예상 수익 증가율(12.2%)이 saving rate(2%)보다 높습니다.

수익 vs 시장: SAND 의 연간 수익(12.2%)이 Swedish 시장(8.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: SAND 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: SAND 의 수익(연간 8.3%)이 Swedish 시장(연간 -0.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: SAND 의 수익(연간 8.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SAND의 자본 수익률은 3년 후 18.1%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/26 21:36
종가2026/06/26 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Sandvik AB (publ)는 47명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullABG Sundal Collier
Vladimir SergievskiiBarclays
Robert BateBarclays