Coeli Private Equity
Market Cap
kr897.9m
Last Updated
2021/01/22 19:10 UTC
Data Sources
Company Financials
Executive Summary
Coeli Private Equity AB (publ) is a public investment firm specializing in private equity and venture investments. More Details
Rewards
Risk Analysis
Snowflake Analysis
Unattractive dividend payer and overvalued.
Share Price & News
How has Coeli Private Equity's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: CPE I is not significantly more volatile than the rest of Swedish stocks over the past 3 months, typically moving +/- 7% a week.
Volatility Over Time: CPE I's weekly volatility (7%) has been stable over the past year.
Market Performance
7 Day Return
-4.8%
CPE I
6.1%
SE Capital Markets
1.6%
SE Market
1 Year Return
8.8%
CPE I
73.9%
SE Capital Markets
15.6%
SE Market
Return vs Industry: CPE I underperformed the Swedish Capital Markets industry which returned 70.5% over the past year.
Return vs Market: CPE I underperformed the Swedish Market which returned 17.1% over the past year.
Shareholder returns
| CPE I | Industry | Market | |
|---|---|---|---|
| 7 Day | -4.8% | 6.1% | 1.6% |
| 30 Day | -1.0% | 11.4% | 5.6% |
| 90 Day | 3.7% | 26.9% | 10.9% |
| 1 Year | 8.8%8.8% | 76.3%73.9% | 18.7%15.6% |
| 3 Year | n/a | 94.6%79.5% | 48.6%30.9% |
| 5 Year | n/a | 154.8%115.3% | 87.5%47.6% |
Long-Term Price Volatility Vs. Market
How volatile is Coeli Private Equity's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Valuation
Is Coeli Private Equity undervalued compared to its fair value and its price relative to the market?
10.7%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: CPE I (SEK99) is trading below our estimate of fair value (SEK110.8)
Significantly Below Fair Value: CPE I is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: Insufficient data to calculate CPE I's PE Ratio to determine if it is good value compared to the SE Capital Markets industry average.
PE vs Market: Insufficient data to calculate CPE I's PE Ratio to determine if it is good value compared to the Swedish market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate CPE I's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: Insufficient data to calculate CPE I's PB Ratio to determine if it is good value.
Next Steps
Future Growth
How is Coeli Private Equity forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
18.9%
Forecasted Diversified Financials industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Coeli Private Equity has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
Next Steps
- Take a look at our analysis of CPE I’s management and see if the CEO’s compensation is within a reasonable range, who is on the board and if insiders have been trading lately.
- Explore growth companies in the Diversified Financials industry.
Past Performance
How has Coeli Private Equity performed over the past 5 years?
-1.1%
Historical Diversified Financials annual earnings growth
In this section we usually display a company’s past earnings and revenues to help investors visualise the trend through time. We also gauge the company’s performance by benchmarking its returns and growth to its industry peers and the wider market. However, Coeli Private Equity has not provided sufficient past data to assess its track record.
This is quite a rare situation as 97% of companies covered by Simply Wall St do have historical data.
Next Steps
- When a company lacks a financial track record, its management’s track record becomes important. Corporate governance also plays an important role in a young business as board members are seen as highly-experienced leaders to help steer the company into the future. Take a look at Coeli Private Equity's management and board experience and expertise to assess their ability to deliver on their strategic promises.
- Explore strong past performing companies in the Diversified Financials industry.
Financial Health
How is Coeli Private Equity's financial position?
In this section we usually analyse Coeli Private Equity's finance health to determine how well-positioned it is against times of financial distress, in particular, its ability to manage its cash and debt levels. Coeli Private Equity has not provided adequate balance sheet data, its financial health cannot be properly assessed as it.
This is quite a rare situation as 97% of companies covered by Simply Wall St do have financial information.
Next Steps
- Take a look at our analysis of CPE I’s management and see if the CEO’s compensation is within a reasonable range, who is on the board and if insiders have been trading lately.
- Financial health is measured at one point in time, so the latest financial report is the best representation of the company’s current financial status. Check when Coeli Private Equity's financial data was last updated here.
- Explore more healthy companies in the Diversified Financials industry.
Dividend
What is Coeli Private Equity current dividend yield, its reliability and sustainability?
7.07%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: CPE I's dividend (7.07%) is higher than the bottom 25% of dividend payers in the Swedish market (0.94%).
High Dividend: CPE I's dividend (7.07%) is in the top 25% of dividend payers in the Swedish market (3.41%)
Stability and Growth of Payments
Stable Dividend: Too early to tell whether CPE I's dividend payments have been stable as they only just started paying a dividend.
Growing Dividend: Too early to tell if CPE I's dividend payments are increasing as they only just started paying a dividend.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
CEO
Henrik Arfvidsson
no data
Tenure
Mr. Henrik Arfvidsson serves as the Managing Director and Chief Executive Officer at Coeli Private Equity AB (publ). Previously, he served as Controller at Coeli.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Ownership Breakdown
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5.5%.
Top Shareholders
Company Information
Coeli Private Equity AB (publ)'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Coeli Private Equity AB (publ)
- Ticker: CPE I
- Exchange: NGM
- Founded: 2006
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Market Cap: kr897.944m
- Shares outstanding: 9.07m
- Website: https://www.coeli.se/vara-fonder/private-equity-fonder/coeli-private-equity-ab
Location
- Coeli Private Equity AB (publ)
- Sveavägen 24-26
- Stockholm
- 103 66
- Sweden
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| CPE I | NGM (Nordic Growth Market) | Yes | Share Capital | SE | SEK | Nov 2019 |
Biography
Coeli Private Equity AB (publ) is a public investment firm specializing in private equity and venture investments. The firm focuses mainly on fund of fund investments. It seeks to invest in venture and buy...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/01/22 19:10 |
| End of Day Share Price | 2021/01/21 00:00 |
| Earnings | 2018/12/31 |
| Annual Earnings | 2018/12/31 |
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.