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Evolution AB (publ) Stock Price

OM:EVO Community·SEK 169.5b Market Cap
  • 7 Narratives written by author
  • 26 Comments on narratives written by author
  • 514 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

EVO Share Price Performance

SEK 890.00
69.20 (8.43%)
​
SEK 743.74
Fair Value
SEK 890.00
69.20 (8.43%)
19.7% overvalued intrinsic discount
SEK 743.74
Fair Value
Price SEK 890.00
AnalystConsensusTarget SEK 743.74
Imthetxarbi SEK 1,040.43
AnalystLowTarget SEK 539.31

EVO Community Narratives

Fair Value
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Fair Value SEK 743.74 19.7% overvalued intrinsic discount

Sector Downgrades And Digital Shifts Will Shape Near-Term Opportunities

2users have liked this narrative
0users have commented on this narrative
120users have followed this narrative
Fair Value
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Fair Value SEK 1.04k 14.5% undervalued intrinsic discount

A Monopoly-Quality Business Trading at Distress Multiples — CEO Buying, €346M Buyback Active, 73% Upside to Fair Value

2users have liked this narrative
1users have commented on this narrative
4users have followed this narrative
Fair Value
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Fair Value SEK 539.31 65.0% overvalued intrinsic discount

Tightening Regulation And Tech Disruption Will Shrink Market Opportunity

0users have liked this narrative
1users have commented on this narrative
6users have followed this narrative
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Evolution
14.5% undervalued intrinsic discount

A Monopoly-Quality Business Trading at Distress Multiples — CEO Buying, €346M Buyback Active, 73% Upside to Fair Value

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Published 4 Jun
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Evolution
23.0% overvalued intrinsic discount

Evolution projects robust 50.6% profit margin with a promising 11x future PE

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Published 10 Jan
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Evolution
54.5% undervalued intrinsic discount

King of the Live Casino

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Published 15 Jan 2025
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Evolution
1.6% overvalued intrinsic discount

A Compounding Machine

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Updated 2 May 2025
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Evolution
19.7% overvalued intrinsic discount

Sector Downgrades And Digital Shifts Will Shape Near-Term Opportunities

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Updated 3 Sep
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Evolution
65.0% overvalued intrinsic discount

Tightening Regulation And Tech Disruption Will Shrink Market Opportunity

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Updated 17 Aug
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Evolution
11.4% undervalued intrinsic discount

Digital Adoption And Regulatory Clarity Will Ignite New Gaming Frontiers

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Updated 20 Jul
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Trending Discussion

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A fair value of €539 is ridiculous. This company is extremely profitable (operating margin ~60%, ROE 25), has no debt, a billion in the bank, has settled the lawsuit in the UK (which was supposed to be a major liability), has purchased 12 million of its own shares in the last few months, and is not even half way its share repurchase program. At 539 it would have a PE below 9, not taking into account the repurchased shares that will be cancelled.

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Updated Narratives

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A Monopoly-Quality Business Trading at Distress Multiples — CEO Buying, €346M Buyback Active, 73% Upside to Fair Value

Fair Value: SEK 1.04k 14.5% undervalued intrinsic discount
4 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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Evolution projects robust 50.6% profit margin with a promising 11x future PE

Fair Value: SEK 723.83 23.0% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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A Compounding Machine

Fair Value: SEK 876.22 1.6% overvalued intrinsic discount
100 users have set this as their fair value
22 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

0 Risks
3 Rewards
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Evolution AB (publ) Key Details

€2.1b

Revenue

€0

Cost of Revenue

€2.1b

Gross Profit

€989.7m

Other Expenses

€1.1b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 23, 2026
5.58
100.00%
51.77%
0%
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About EVO

Founded
2006
Employees
16298
CEO
Martin Carlesund
WebsiteView website
www.evolution.com

Evolution AB (publ) develops, produces, markets, and licenses live casino and slots solutions to gaming operators in Europe, Asia, North America, Latin America, and internationally. It offers casino and live games shows under the Evolution and Ezugi brands; online casino under the NetEnt brand name; and casino games and software comprising jackpot system, a smart spins bonus management application, and tournaments gamification under the Red Tiger brand. It also provides slots titles and game mechanics under the Big Time Gaming brand; online casino platform and games under the Nolimit City brand name; HD spinning gaming wheels under the DigiWheel brand; and B2B social streaming games under the Livespins brand name. The company was formerly known as Evolution Gaming Group AB (publ). Evolution AB (publ) was founded in 2006 and is headquartered in Stockholm, Sweden.

Recent EVO News & Updates

Narrative Update • Sep 03

EVO: Candle Lake Offer And Execution Risks Will Restrain Future Returns

The analyst price target for Evolution has shifted higher in this update, with fair value moving from SEK 701.94 to SEK 743.74. This is in line with a cluster of recent SEK 682 to SEK 750 targets as analysts cite an improved risk and reward profile following developments around Candle Lake and only modest adjustments to growth, margin and future P/E assumptions.
Narrative Update • Aug 17

EVO: Elevated Takeover Hopes Will Mask Ongoing Execution And Margin Risks

Evolution AB's updated fair value estimate of SEK 539.31 from SEK 525.77 reflects a higher blended analyst price target, with recent research pointing to slightly firmer revenue growth assumptions, a modestly lower future P/E multiple, and mixed margin expectations. Analyst Commentary Recent research on Evolution AB points to a mixed backdrop where the upgraded fair value and higher price targets sit alongside more cautious tones on execution and growth.

Recent updates

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