company background image
BEIJ B logo

Beijer Ref OM:BEIJ B Stock Report

Last Price

SEK 163.10

Market Cap

SEK 83.4b

7D

-1.6%

1Y

20.9%

Updated

30 Dec, 2024

Data

Company Financials +

Beijer Ref AB (publ)

OM:BEIJ B Stock Report

Market Cap: SEK 83.4b

BEIJ B Stock Overview

Provides refrigeration, air conditioning, and heating solutions worldwide. More details

BEIJ B fundamental analysis
Snowflake Score
Valuation1/6
Future Growth2/6
Past Performance5/6
Financial Health6/6
Dividends0/6

Rewards

Earnings are forecast to grow 11.37% per year

Earnings grew by 44% over the past year

Risk Analysis

No risks detected for BEIJ B from our risk checks.

My Notes

Capture your thoughts, links and company narrative

Community Narratives

Create a narrative

Narratives bring a range of perspectives from our community.

WA
Analyst Price Target
Consensus Narrative from 9 Analysts

US Expansion And Eco-Friendly Solutions Will Strengthen Future Market Position

Key Takeaways Strategic acquisitions and regulatory changes in key markets foster revenue and margin growth, enhancing Beijer Ref's competitive positioning and profitability. U.S. market expansion, driven by e-commerce and green refrigerants, supports sustainable growth and stronger financial stability.
View narrative
SEK 190.11
FV
14.2% undervalued intrinsic discount
10.21%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
5 days ago author updated this narrative

Beijer Ref AB (publ) Competitors

Addtech AB (publ.)

OM:ADDT B

SEK 81.3b

Bufab

OM:BUFAB

SEK 16.6b

OEM International

OM:OEM B

SEK 15.5b

Momentum Group

OM:MMGR B

SEK 8.8b

Price History & Performance

Summary of share price highs, lows and changes for Beijer Ref
Historical stock prices
Current Share PriceSEK 163.10
52 Week HighSEK 191.35
52 Week LowSEK 119.80
Beta1.59
1 Month Change-5.17%
3 Month Change2.45%
1 Year Change20.90%
3 Year Change-16.91%
5 Year Change81.90%
Change since IPO20,502.15%

Recent News & Updates

Beijer Ref AB (publ) (STO:BEIJ B) Shares Could Be 29% Above Their Intrinsic Value Estimate

Dec 28
Beijer Ref AB (publ) (STO:BEIJ B) Shares Could Be 29% Above Their Intrinsic Value Estimate

Beijer Ref (STO:BEIJ B) Will Be Hoping To Turn Its Returns On Capital Around

Dec 15
Beijer Ref (STO:BEIJ B) Will Be Hoping To Turn Its Returns On Capital Around

Beijer Ref AB (publ)'s (STO:BEIJ B) Price Is Out Of Tune With Earnings

Dec 02
Beijer Ref AB (publ)'s (STO:BEIJ B) Price Is Out Of Tune With Earnings

Here's Why We Think Beijer Ref (STO:BEIJ B) Might Deserve Your Attention Today

Nov 07
Here's Why We Think Beijer Ref (STO:BEIJ B) Might Deserve Your Attention Today

Recent updates

Beijer Ref AB (publ) (STO:BEIJ B) Shares Could Be 29% Above Their Intrinsic Value Estimate

Dec 28
Beijer Ref AB (publ) (STO:BEIJ B) Shares Could Be 29% Above Their Intrinsic Value Estimate

Beijer Ref (STO:BEIJ B) Will Be Hoping To Turn Its Returns On Capital Around

Dec 15
Beijer Ref (STO:BEIJ B) Will Be Hoping To Turn Its Returns On Capital Around

Beijer Ref AB (publ)'s (STO:BEIJ B) Price Is Out Of Tune With Earnings

Dec 02
Beijer Ref AB (publ)'s (STO:BEIJ B) Price Is Out Of Tune With Earnings

Here's Why We Think Beijer Ref (STO:BEIJ B) Might Deserve Your Attention Today

Nov 07
Here's Why We Think Beijer Ref (STO:BEIJ B) Might Deserve Your Attention Today

Should You Investigate Beijer Ref AB (publ) (STO:BEIJ B) At kr169?

Oct 18
Should You Investigate Beijer Ref AB (publ) (STO:BEIJ B) At kr169?

Is Beijer Ref (STO:BEIJ B) Using Too Much Debt?

Oct 06
Is Beijer Ref (STO:BEIJ B) Using Too Much Debt?

Does This Valuation Of Beijer Ref AB (publ) (STO:BEIJ B) Imply Investors Are Overpaying?

Sep 21
Does This Valuation Of Beijer Ref AB (publ) (STO:BEIJ B) Imply Investors Are Overpaying?

Beijer Ref (STO:BEIJ B) Will Be Hoping To Turn Its Returns On Capital Around

Sep 09
Beijer Ref (STO:BEIJ B) Will Be Hoping To Turn Its Returns On Capital Around

Beijer Ref AB (publ)'s (STO:BEIJ B) Shareholders Might Be Looking For Exit

Aug 14
Beijer Ref AB (publ)'s (STO:BEIJ B) Shareholders Might Be Looking For Exit

Here's Why Beijer Ref (STO:BEIJ B) Has Caught The Eye Of Investors

Jul 11
Here's Why Beijer Ref (STO:BEIJ B) Has Caught The Eye Of Investors

Estimating The Intrinsic Value Of Beijer Ref AB (publ) (STO:BEIJ B)

Jun 15
Estimating The Intrinsic Value Of Beijer Ref AB (publ) (STO:BEIJ B)

Does Beijer Ref (STO:BEIJ B) Have A Healthy Balance Sheet?

Jun 03
Does Beijer Ref (STO:BEIJ B) Have A Healthy Balance Sheet?

Beijer Ref (STO:BEIJ B) Might Be Having Difficulty Using Its Capital Effectively

May 22
Beijer Ref (STO:BEIJ B) Might Be Having Difficulty Using Its Capital Effectively

Beijer Ref (STO:BEIJ B) Is Increasing Its Dividend To SEK0.65

Apr 18
Beijer Ref (STO:BEIJ B) Is Increasing Its Dividend To SEK0.65

Beijer Ref AB (publ)'s (STO:BEIJ B) Popularity With Investors Is Under Threat From Overpricing

Apr 13
Beijer Ref AB (publ)'s (STO:BEIJ B) Popularity With Investors Is Under Threat From Overpricing

Beijer Ref (STO:BEIJ B) Is Paying Out A Larger Dividend Than Last Year

Mar 20
Beijer Ref (STO:BEIJ B) Is Paying Out A Larger Dividend Than Last Year

Beijer Ref's (STO:BEIJ B) Shareholders Will Receive A Bigger Dividend Than Last Year

Mar 06
Beijer Ref's (STO:BEIJ B) Shareholders Will Receive A Bigger Dividend Than Last Year

Do Beijer Ref's (STO:BEIJ B) Earnings Warrant Your Attention?

Mar 05
Do Beijer Ref's (STO:BEIJ B) Earnings Warrant Your Attention?

Here's Why Beijer Ref (STO:BEIJ B) Can Manage Its Debt Responsibly

Feb 22
Here's Why Beijer Ref (STO:BEIJ B) Can Manage Its Debt Responsibly

Beijer Ref's (STO:BEIJ B) Promising Earnings May Rest On Soft Foundations

Feb 08
Beijer Ref's (STO:BEIJ B) Promising Earnings May Rest On Soft Foundations

Beijer Ref AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Feb 03
Beijer Ref AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Is There Now An Opportunity In Beijer Ref AB (publ) (STO:BEIJ B)?

Jan 25
Is There Now An Opportunity In Beijer Ref AB (publ) (STO:BEIJ B)?

Calculating The Intrinsic Value Of Beijer Ref AB (publ) (STO:BEIJ B)

Jan 11
Calculating The Intrinsic Value Of Beijer Ref AB (publ) (STO:BEIJ B)

Shareholder Returns

BEIJ BSE Trade DistributorsSE Market
7D-1.6%-0.4%0.9%
1Y20.9%23.9%4.5%

Return vs Industry: BEIJ B underperformed the Swedish Trade Distributors industry which returned 23.9% over the past year.

Return vs Market: BEIJ B exceeded the Swedish Market which returned 4.5% over the past year.

Price Volatility

Is BEIJ B's price volatile compared to industry and market?
BEIJ B volatility
BEIJ B Average Weekly Movement4.3%
Trade Distributors Industry Average Movement4.2%
Market Average Movement5.6%
10% most volatile stocks in SE Market11.5%
10% least volatile stocks in SE Market3.2%

Stable Share Price: BEIJ B has not had significant price volatility in the past 3 months compared to the Swedish market.

Volatility Over Time: BEIJ B's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18666,517Christopher Norbyewww.beijerref.com

Beijer Ref AB (publ), together with its subsidiaries, provides refrigeration, air conditioning, and heating solutions worldwide. It operates through three segments: Commercial and Industrial Refrigeration, Heating, Ventilation, and Air Conditioning (HVAC), and Original Equipment Manufacturer (OEM). The company primarily offers cooling components, air conditioning units, and heat pumps.

Beijer Ref AB (publ) Fundamentals Summary

How do Beijer Ref's earnings and revenue compare to its market cap?
BEIJ B fundamental statistics
Market capSEK 83.44b
Earnings (TTM)SEK 2.54b
Revenue (TTM)SEK 34.48b

32.6x

P/E Ratio

2.4x

P/S Ratio

Is BEIJ B overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BEIJ B income statement (TTM)
RevenueSEK 34.48b
Cost of RevenueSEK 23.81b
Gross ProfitSEK 10.68b
Other ExpensesSEK 8.14b
EarningsSEK 2.54b

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

Jan 31, 2025

Earnings per share (EPS)5.00
Gross Margin30.96%
Net Profit Margin7.35%
Debt/Equity Ratio42.8%

How did BEIJ B perform over the long term?

See historical performance and comparison

Dividends

0.8%

Current Dividend Yield

26%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 20:51
End of Day Share Price 2024/12/30 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Beijer Ref AB (publ) is covered by 16 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullABG Sundal Collier
Simon JonssonBerenberg
Gerhard OrgonasBerenberg