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Trelleborg AB (publ)OM:TREL B Stock Report

Market Cap SEK 92.7b
Share Price
SEK 415.00
SEK 415.55
0.1% undervalued intrinsic discount
1Y17.5%
7D7.1%
1D
Portfolio Value
View

Trelleborg AB (publ)

OM:TREL B Stock Report

Market Cap: SEK 92.7b

Trelleborg (TREL B) Stock Overview

Provides engineered polymer solutions for seal, damp, and protect critical applications worldwide. More details

TREL B fundamental analysis
Snowflake Score
Valuation5/6
Future Growth3/6
Past Performance3/6
Financial Health6/6
Dividends4/6

TREL B Community Fair Values

Create Narrative

See what 17 others think this stock is worth. Follow their fair value or set your own to get alerts.

Trelleborg AB (publ) Competitors

Price History & Performance

Summary of share price highs, lows and changes for Trelleborg
Historical stock prices
Current Share PriceSEK 415.00
52 Week HighSEK 420.00
52 Week LowSEK 283.20
Beta0.88
1 Month Change6.25%
3 Month Change13.82%
1 Year Change17.46%
3 Year Change43.40%
5 Year Change99.23%
Change since IPO323.47%

Recent News & Updates

Narrative Update Jun 01

TREL B: Future View Will Balance Citi Cut Against Expanded Buyback Plans

Analysts have made a small upward adjustment to their fair value estimate for Trelleborg, lifting the price target by about SEK 3 to SEK 415.55. This reflects updated assumptions on discount rate, revenue growth and future P/E, while incorporating recent Street research including Citi's SEK 10 price target cut.
Narrative Update May 09

TREL B: Future View Will Weigh Conviction List Status Against Trimmed Assumptions

Analysts have updated their view on Trelleborg with a revised price target of SEK 412.64, compared with the previous SEK 405.90. This change reflects Citi's SEK 10 trim and the stock's recent addition to a European conviction list, as analysts emphasize the company's focus on structural growth areas and adjusted assumptions for growth, margins and future P/E.

Recent updates

Narrative Update Jun 01

TREL B: Future View Will Balance Citi Cut Against Expanded Buyback Plans

Analysts have made a small upward adjustment to their fair value estimate for Trelleborg, lifting the price target by about SEK 3 to SEK 415.55. This reflects updated assumptions on discount rate, revenue growth and future P/E, while incorporating recent Street research including Citi's SEK 10 price target cut.
Narrative Update May 09

TREL B: Future View Will Weigh Conviction List Status Against Trimmed Assumptions

Analysts have updated their view on Trelleborg with a revised price target of SEK 412.64, compared with the previous SEK 405.90. This change reflects Citi's SEK 10 trim and the stock's recent addition to a European conviction list, as analysts emphasize the company's focus on structural growth areas and adjusted assumptions for growth, margins and future P/E.
Narrative Update Apr 20

TREL B: Future View Will Balance Conviction List Status And Trimmed Expectations

Analysts have lowered the Trelleborg price target by SEK 10 to SEK 405.9, reflecting slightly revised assumptions on the discount rate, revenue growth, profit margin and future P/E, while still emphasizing the company’s focus on structural growth areas. Analyst Commentary Recent research updates on Trelleborg show a mix of optimism on the company’s focus areas and caution around the assumptions used to value the shares.
Narrative Update Apr 04

TREL B: Future View Will Center On Conviction List Portfolio Shift

Analysts have nudged their fair value estimate for Trelleborg down by about SEK 3 to SEK 405.9, reflecting slightly higher discount rate assumptions and recent SEK 10 target trims at Citi and JPMorgan, even as some research highlights the company’s push towards structural growth areas. Analyst Commentary Recent research has focused on how Trelleborg is repositioning its portfolio, while also fine tuning valuation assumptions through a series of price target updates.
Narrative Update Mar 20

TREL B: Future View Will Center On Structural Shift Conviction

Analysts have made a modest adjustment to their SEK-based price target for Trelleborg, reflecting mixed recent views that include a SEK 10 reduction from some banks, alongside continued support for the company’s shift toward structural growth areas and its addition to a European conviction list. Analyst Commentary Bullish Takeaways Goldman Sachs adding Trelleborg to its European Conviction List signals confidence that the current valuation still leaves room for upside if the company delivers on its plans.
Narrative Update Mar 06

TREL B: Future View Will Balance Dividend Proposal With Portfolio Shift Conviction

The analyst price target for Trelleborg has been adjusted slightly lower to SEK 409, from about SEK 411, as analysts balance recent additions to high conviction lists with modest trims in target prices, while reiterating their focus on the company shifting its portfolio toward structural growth areas. Analyst Commentary Recent research on Trelleborg reflects a mix of optimism about the portfolio shift toward structural growth areas and some restraint on valuation, with target prices edging lower even as conviction on the story remains high.
Narrative Update Feb 19

TREL B: Future View Will Weigh Dividend Proposal Against Refined Market Expectations

Analysts have nudged their Trelleborg price targets slightly lower, trimming them by around SEK 5 to SEK 10 per share, as they reassess valuation assumptions while maintaining broadly constructive views on the company. Analyst Commentary Recent Street research around Trelleborg has focused on refining price targets rather than changing the overall stance on the shares.
Narrative Update Feb 05

TREL B: Future View Will Balance Dividend Update And Fine Tuned Expectations

The analyst fair value estimate for Trelleborg has shifted slightly lower to SEK 410.70 from SEK 413.78, as analysts factor in revised revenue growth, profit margin and P/E assumptions alongside recent Street target tweaks in SEK 5 to SEK 10 increments. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent positive initiation from JPMorgan as a sign that large global firms are paying closer attention to Trelleborg's equity story, even with target tweaks occurring.
Analysis Article Feb 01

Trelleborg (STO:TREL B) Has Announced That It Will Be Increasing Its Dividend To SEK8.00

Trelleborg AB (publ) ( STO:TREL B ) has announced that it will be increasing its dividend from last year's comparable...
Analysis Article Jan 28

Getting In Cheap On Trelleborg AB (publ) (STO:TREL B) Is Unlikely

There wouldn't be many who think Trelleborg AB (publ)'s ( STO:TREL B ) price-to-earnings (or "P/E") ratio of 23.3x is...
Narrative Update Jan 22

TREL B: Future View Will Balance Neutral Stance And Fine Tuned Assumptions

Narrative Update The analyst price target for Trelleborg has edged lower to SEK 385 from SEK 390, as analysts reflect slightly adjusted assumptions on discount rates, growth, profitability and future P/E, while remaining broadly aligned with recent Street research updates. Analyst Commentary Recent research adjusts the price target for Trelleborg to SEK 385 from SEK 390, with analysts keeping a Neutral stance.
Analysis Article Jan 13

Is It Too Late To Consider Buying Trelleborg AB (publ) (STO:TREL B)?

While Trelleborg AB (publ) ( STO:TREL B ) might not have the largest market cap around , it saw significant share price...
Narrative Update Jan 06

TREL B: Fair Value View Will Reflect Slight Margin And P/E Adjustments

Analysts have trimmed their fair value estimate for Trelleborg slightly, to SEK 415.25 from SEK 416.25. Recent Street research shows a modest uplift in the cited SEK 370 price target, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E.
Analysis Article Dec 27

Is Trelleborg (STO:TREL B) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Narrative Update Dec 14

TREL B: Shares Will Reflect Modest Margin Progress And Easing Discount Rate Risk

Analysts have nudged their price target on Trelleborg slightly higher, lifting the fair value estimate from SEK 415.25 to SEK 416.25 as modestly lower discount rates and a marginally stronger long term profit outlook support a small upward revision. Analyst Commentary Recent Street research suggests that while the latest price target increase is modest, it reflects a gradual improvement in confidence around Trelleborg's medium term prospects rather than a radical shift in outlook.
Narrative Update Nov 29

TREL B: Shares Will Respond To Demand Trends And Margin Dynamics Ahead

Analysts have increased their price target for Trelleborg from SEK 405.71 to SEK 415.25. They cite improved revenue growth projections, but note only a modest adjustment to profit margin expectations.
Narrative Update Nov 15

TREL B: Revenue Outlook And Price Expectations Will Shape Share Moves

Analysts have raised their price target for Trelleborg from SEK 365 to SEK 370, citing modest improvements in revenue growth as well as expectations for a higher future price-to-earnings ratio. Analyst Commentary Bullish Takeaways A modest upward revision of the price target signals analysts' confidence in Trelleborg's potential for incremental revenue growth.
Narrative Update Nov 01

TREL B: Share Repurchases And Margin Strength Will Support Balanced Outlook

Analysts have raised Trelleborg's fair value estimate to approximately SEK 406 from SEK 378, citing improved revenue growth projections and stronger profit margins as key factors behind the upward revision. Analyst Commentary Bullish Takeaways Bullish analysts highlight the positive momentum in Trelleborg's revenue growth, which supports the recent increase in fair value estimates.
Narrative Update Oct 17

Industry 40 And Green Energy Will Transform Industrial Sectors

Analysts have slightly increased their price target for Trelleborg, raising it from SEK 377.14 to SEK 377.86. They cite a modest improvement in projected profit margin and fair value estimates, despite a marginally higher discount rate and slight reduction in expected revenue growth.
Analysis Article Oct 16

Some Confidence Is Lacking In Trelleborg AB (publ)'s (STO:TREL B) P/E

It's not a stretch to say that Trelleborg AB (publ)'s ( STO:TREL B ) price-to-earnings (or "P/E") ratio of 22.1x right...
Narrative Update Oct 03

Industry 40 And Green Energy Will Transform Industrial Sectors

Analysts have revised Trelleborg's fair value downward from SEK 389.67 to SEK 377.14. They cite softer revenue growth forecasts and a slightly higher discount rate as key factors behind the adjustment.
Analysis Article Sep 30

Calculating The Fair Value Of Trelleborg AB (publ) (STO:TREL B)

Key Insights Trelleborg's estimated fair value is kr427 based on 2 Stage Free Cash Flow to Equity Current share price...
Analysis Article Sep 07

What Is Trelleborg AB (publ)'s (STO:TREL B) Share Price Doing?

Trelleborg AB (publ) ( STO:TREL B ), might not be a large cap stock, but it saw its share price hover around a small...
Analysis Article Aug 20

These 4 Measures Indicate That Trelleborg (STO:TREL B) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Jul 21

Trelleborg AB (publ) Just Missed EPS By 5.0%: Here's What Analysts Think Will Happen Next

Trelleborg AB (publ) ( STO:TREL B ) missed earnings with its latest quarterly results, disappointing overly-optimistic...
Analysis Article Jul 11

Trelleborg AB (publ) (STO:TREL B) Investors Are Less Pessimistic Than Expected

There wouldn't be many who think Trelleborg AB (publ)'s ( STO:TREL B ) price-to-earnings (or "P/E") ratio of 23.2x is...
Analysis Article Jun 26

Trelleborg AB (publ) (STO:TREL B) Shares Could Be 22% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Trelleborg is kr445 based on 2 Stage Free Cash Flow to Equity Current share...
User avatar
New Narrative Nov 28

Strategic Global Expansion And Sustainable Practices Propel New Growth Horizons

Strategic acquisitions and expansion into key sectors like medical and sealing are set to enhance revenue growth and margins, especially in the U.S. and Asia.

Shareholder Returns

TREL BSE MachinerySE Market
7D7.1%3.3%0.4%
1Y17.5%22.8%10.5%

Return vs Industry: TREL B underperformed the Swedish Machinery industry which returned 22.7% over the past year.

Return vs Market: TREL B exceeded the Swedish Market which returned 10.5% over the past year.

Price Volatility

Is TREL B's price volatile compared to industry and market?
TREL B volatility
TREL B Average Weekly Movement4.5%
Machinery Industry Average Movement5.6%
Market Average Movement6.2%
10% most volatile stocks in SE Market13.9%
10% least volatile stocks in SE Market3.6%

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

Volatility Over Time: TREL B's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
190515,756Peter Nilssonwww.trelleborg.com

Trelleborg AB (publ) provides engineered polymer solutions for seal, damp, and protect critical applications worldwide. It offers antivibration solutions; automotive boots and noise damping; bearings and bushings; bridge expansion joints; cable and rubber compounds; electrical protection; embedded rail systems; and engineered coated fabrics and molded parts. The company also provides fenders, docking, and mooring; flat gaskets; floatover solutions; fluid handling solutions; grout seals; inflatable products; medical solutions; hoses for milking equipment; and noise and vibration damping.

Trelleborg AB (publ) Fundamentals Summary

How do Trelleborg's earnings and revenue compare to its market cap?
TREL B fundamental statistics
Market capSEK 92.71b
Earnings (TTM)SEK 3.63b
Revenue (TTM)SEK 34.07b
25.5x
P/E Ratio
2.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TREL B income statement (TTM)
RevenueSEK 34.07b
Cost of RevenueSEK 21.29b
Gross ProfitSEK 12.78b
Other ExpensesSEK 9.15b
EarningsSEK 3.63b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Jul 16, 2026

Earnings per share (EPS)16.26
Gross Margin37.51%
Net Profit Margin10.66%
Debt/Equity Ratio22.1%

How did TREL B perform over the long term?

See historical performance and comparison

Dividends

1.9%
Current Dividend Yield
52%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/08 09:51
End of Day Share Price 2026/06/08 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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.

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 Github.

Analyst Sources

Trelleborg AB (publ) is covered by 20 analysts. 10 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
Timothy LeeBarclays
Frederik BitterBerenberg