Beijer Ref (BEIJ B) Aktievy
Beijer Ref AB (publ), tillsammans med sina dotterbolag, tillhandahåller produkter för kommersiell och industriell kyla, värme och luftkonditionering över hela världen. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 2/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 3/6 |
Belöningar
Riskanalys
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BEIJ B Community Fair Values
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Analyst Price Targets
Top Community Narratives
SEK 128.82
FV
3.8% övervärderad intrinsisk rabatt6.50%
Revenue growth p.a.
54
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Beijer Ref AB (publ) Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | SEK 133.70 |
| 52 veckors högsta | SEK 174.35 |
| 52 veckors lägsta | SEK 121.95 |
| Beta | 0.99 |
| 1 månads förändring | 8.00% |
| 3 månaders förändring | 4.17% |
| 1 års förändring | -7.19% |
| 3 års förändring | -15.11% |
| 5 års förändring | -9.91% |
| Förändring sedan börsintroduktionen | 16,788.46% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Jun 08
BEIJ B: U.S. Platform Expansion Will Support Future Upside Potential
Analysts have kept the SEK 161.78 price target for Beijer Ref broadly unchanged, with mixed recent research citing an inflationary backdrop and the company's U.S. consolidation platform as key factors shaping their views. Analyst Commentary Recent research highlights a split view on Beijer Ref, with some analysts focused on potential upside from its current positioning and others emphasizing execution risks and valuation sensitivity.Uppdatering av berättelse • May 25
BEIJ B: U.S. Platform Expansion And 2025 Dividend Are Expected To Support Upside
The analyst price target for Beijer Ref has shifted slightly lower to SEK 155, with analysts pointing to modestly adjusted fair value, discount rate, profit margin and future P/E assumptions, alongside mixed recent coverage that includes both positive and cautious views on the stock. Analyst Commentary Recent research coverage on Beijer Ref highlights a split view around the SEK 155 price target, with some analysts leaning constructive on the stock's positioning and others more cautious on execution and valuation risk.Recent updates
Uppdatering av berättelse • Jun 08
BEIJ B: U.S. Platform Expansion Will Support Future Upside Potential
Analysts have kept the SEK 161.78 price target for Beijer Ref broadly unchanged, with mixed recent research citing an inflationary backdrop and the company's U.S. consolidation platform as key factors shaping their views. Analyst Commentary Recent research highlights a split view on Beijer Ref, with some analysts focused on potential upside from its current positioning and others emphasizing execution risks and valuation sensitivity.Uppdatering av berättelse • May 25
BEIJ B: U.S. Platform Expansion And 2025 Dividend Are Expected To Support Upside
The analyst price target for Beijer Ref has shifted slightly lower to SEK 155, with analysts pointing to modestly adjusted fair value, discount rate, profit margin and future P/E assumptions, alongside mixed recent coverage that includes both positive and cautious views on the stock. Analyst Commentary Recent research coverage on Beijer Ref highlights a split view around the SEK 155 price target, with some analysts leaning constructive on the stock's positioning and others more cautious on execution and valuation risk.
Ny berättelse • Apr 28
Green OEM Order Dependence And M&A Execution Will Weigh On Future Performance
Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components, and operates a growing green OEM business focused on more sustainable cooling and heating solutions. What are the underlying business or industry changes driving this perspective?Analysartikel • Apr 26
Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
It's been a sad week for Beijer Ref AB (publ) ( STO:BEIJ B ), who've watched their investment drop 10% to kr134 in the...Uppdatering av berättelse • Apr 23
BEIJ B: Higher 2025 Dividend And Stable Margins Will Support Upside Potential
Analysts now see Beijer Ref's fair value at about SEK 164, down from around SEK 173, reflecting slightly more cautious assumptions on growth, margins and future P/E following recent bearish initiation commentary. Analyst Commentary Recent research with a bearish tilt has pushed fair value estimates for Beijer Ref lower, with a particular focus on the assumptions behind growth, margins and the future P/E multiple.
Ny berättelse • Apr 14
Natural Refrigerant Demand And OEM Expansion Will Transform Long Term Earnings Power
Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components and also sells OEM refrigeration systems with a growing focus on low climate impact solutions. What are the underlying business or industry changes driving this perspective?Uppdatering av berättelse • Apr 09
BEIJ B: Proposed 2025 Dividend And Stronger Margins Will Support Upside Potential
Analysts now hold Beijer Ref's fair value estimate steady at SEK173.17 per share, with a slightly lower future P/E assumption of about 30.47x that balances modestly higher projected revenue growth and profit margins. What's in the News The board proposes a dividend of SEK 1.50 per share for 2025, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).Analysartikel • Apr 09
Here's Why We Think Beijer Ref (STO:BEIJ B) Might Deserve Your Attention Today
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Uppdatering av berättelse • Mar 26
BEIJ B: Proposed 2025 Dividend Increase And Split Payouts Will Support Outlook
Analysts have nudged their fair value estimate for Beijer Ref slightly higher to about SEK 173.17 from roughly SEK 172.83, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.Uppdatering av berättelse • Mar 05
BEIJ B: Higher 2025 Dividend And Split Payouts Will Support Outlook
Analysts have kept their SEK 172.83 price target for Beijer Ref unchanged, citing only minor tweaks to inputs such as a slightly lower discount rate and a marginally adjusted future P/E assumption, rather than any shift in their core view of the company. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).Uppdatering av berättelse • Feb 18
BEIJ B: Higher Dividend And Seasonally Timed Payouts Will Support Attractive Outlook
Analysts have nudged their fair value estimate for Beijer Ref slightly lower, from SEK 177.00 to about SEK 172.83, as updated assumptions now indicate more moderate revenue growth, slimmer profit margins, and a somewhat higher future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.Analysartikel • Feb 15
Beijer Ref (STO:BEIJ B) Has Announced That It Will Be Increasing Its Dividend To SEK0.75
Beijer Ref AB (publ)'s ( STO:BEIJ B ) dividend will be increasing from last year's payment of the same period to...Analysartikel • Feb 04
Analyst Estimates: Here's What Brokers Think Of Beijer Ref AB (publ) (STO:BEIJ B) After Its Yearly Report
Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders are probably feeling a little disappointed, since its shares fell 4.4...
Ny berättelse • Feb 03
The Green Consolidator
1. The Green Consolidator Beijer Ref’s story is built on three distinct pillars that justify its historical premium valuation: The Regulatory Tailwind (F-Gas Regulation): As Europe and North America tighten regulations on synthetic refrigerants, the entire industry must switch to natural or low-GWP (Global Warming Potential) alternatives.Uppdatering av berättelse • Feb 03
BEIJ B: Higher Dividend Policy Will Support A More Attractive Share Outlook
Analysts have trimmed their fair value estimate for Beijer Ref from SEK 181 to SEK 177, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and a slightly lower future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).Analysartikel • Jan 28
Estimating The Fair Value Of Beijer Ref AB (publ) (STO:BEIJ B)
Key Insights Beijer Ref's estimated fair value is kr114 based on 2 Stage Free Cash Flow to Equity Beijer Ref's kr136...Analysartikel • Jan 14
Is Beijer Ref AB (publ) (STO:BEIJ B) Potentially Undervalued?
While Beijer Ref AB (publ) ( STO:BEIJ B ) might not have the largest market cap around , it received a lot of attention...Analysartikel • Dec 21
Beijer Ref (STO:BEIJ B) Has Some Way To Go To Become A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Analysartikel • Nov 14
Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares
When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 22x, you may consider...Analysartikel • Oct 29
Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...Analysartikel • Oct 13
Beijer Ref (STO:BEIJ B) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Analysartikel • Sep 29
Does This Valuation Of Beijer Ref AB (publ) (STO:BEIJ B) Imply Investors Are Overpaying?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Beijer Ref fair value estimate is kr115 Current share price of...Uppdatering av berättelse • Sep 17
Sustainable Refrigerants Will Expand Global HVACR Markets
Beijer Ref’s consensus revenue growth forecast has edged down slightly, while net profit margin remained stable, resulting in a marginal increase in the analyst price target from SEK180.17 to SEK181.00. Valuation Changes Summary of Valuation Changes for Beijer Ref The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from SEK180.17 to SEK181.00.Analysartikel • Sep 17
Beijer Ref's (STO:BEIJ B) Dividend Will Be SEK0.70
Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...Analysartikel • Sep 03
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70
Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...Analysartikel • Aug 28
At kr162, Is Beijer Ref AB (publ) (STO:BEIJ B) Worth Looking At Closely?
Beijer Ref AB (publ) ( STO:BEIJ B ), might not be a large cap stock, but it saw a decent share price growth of 16% on...Analysartikel • Aug 01
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70
Beijer Ref AB (publ) ( STO:BEIJ B ) will pay a dividend of SEK0.70 on the 30th of October. Despite this raise, the...Analysartikel • Jul 23
Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...Analysartikel • Jul 15
Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares
With a price-to-earnings (or "P/E") ratio of 34x Beijer Ref AB (publ) ( STO:BEIJ B ) may be sending bearish signals at...Analysartikel • Jun 20
Is Beijer Ref (STO:BEIJ B) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Ny berättelse • Nov 28
Tactical Acquisitions And Green Innovation Propel Growth Amid Market Challenges
Strategic acquisitions and regulatory changes in key markets foster revenue and margin growth, enhancing Beijer Ref's competitive positioning and profitability.Aktieägarnas avkastning
| BEIJ B | SE Trade Distributors | SE Marknad | |
|---|---|---|---|
| 7D | 5.2% | -0.3% | -2.1% |
| 1Y | -7.2% | -0.2% | 10.8% |
Avkastning vs industri: BEIJ B presterade sämre än Swedish Trade Distributors branschen som gav -0.2 % under det senaste året.
Avkastning vs Marknaden: BEIJ B presterade sämre än Swedish marknaden som gav 10.8 % under det senaste året.
Prisvolatilitet
| BEIJ B volatility | |
|---|---|
| BEIJ B Average Weekly Movement | 4.2% |
| Trade Distributors Industry Average Movement | 4.5% |
| Market Average Movement | 6.2% |
| 10% most volatile stocks in SE Market | 14.4% |
| 10% least volatile stocks in SE Market | 3.5% |
Stabil aktiekurs: BEIJ B har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för Swedish.
Volatilitet över tid: BEIJ B s veckovolatilitet ( 4% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1866 | 7,082 | Christopher Norbye | www.beijerref.com |
Beijer Ref AB (publ), tillsammans med sina dotterbolag, tillhandahåller kommersiella och industriella kyl-, värme- och luftkonditioneringsprodukter över hela världen. Bolaget erbjuder främst kylkomponenter, luftkonditioneringsaggregat och värmepumpar. Företaget erbjuder också kommersiella kylsystem som används i butiker, catering, caféer, hotell och små kylda lager; och centrala kylsystem, frysar och kylanläggningar för modern livsmedelshandel, samt för en rad olika applikationer, inklusive isbanor, livsmedelsbearbetning, tillverkning och offshore-industri.
Beijer Ref AB (publ) Sammanfattning av grunderna
| BEIJ B grundläggande statistik | |
|---|---|
| Börsvärde | SEK 66.56b |
| Vinst(TTM) | SEK 2.33b |
| Intäkter(TTM) | SEK 36.72b |
29.1x
P/E-förhållande1.8x
P/S-förhållandeÄr BEIJ B övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| BEIJ B resultaträkning (TTM) | |
|---|---|
| Intäkter | SEK 36.72b |
| Kostnad för intäkter | SEK 24.90b |
| Bruttovinst | SEK 11.82b |
| Övriga kostnader | SEK 9.49b |
| Intäkter | SEK 2.33b |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
Jul 17, 2026
| Vinst per aktie (EPS) | 4.59 |
| Bruttomarginal | 32.19% |
| Nettovinstmarginal | 6.33% |
| Skuld/egenkapitalförhållande | 47.0% |
Hur har BEIJ B utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
1.1%
Aktuell utdelningsavkastning33%
UtbetalningskvotGer BEIJ B en tillförlitlig utdelning?
Se BEIJ B utdelningshistorik och jämförelsetal| Beijer Ref datum för utdelning | |
|---|---|
| Ex utdelningsdag | Oct 26 2026 |
| Utbetalningsdag för utdelning | Oct 30 2026 |
| Dagar till Ex-utdelning | 135 days |
| Dagar till utdelningsdag | 139 days |
Ger BEIJ B en tillförlitlig utdelning?
Se BEIJ B utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/12 18:08 |
| Aktiekurs vid dagens slut | 2026/06/12 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Beijer Ref AB (publ) bevakas av 20 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| null null | ABG Sundal Collier |
| Rajesh Patki | Barclays |
| Gerhard Orgonas | Berenberg |