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Avarda Bank AB (AVARDA) Fair Value & Analysis

Financial Services · SE · Market cap 11.8B SEK

AB Avarda Bank AB AVARDA · ST
Pricekr 192.40
Fair Valuekr 206.36
Upside+7.3%
Quality61/100
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Healthy Growth
Highly profitable · 36.8% net margin
generates free cash flow
2.65% dividend yield
Ranks above peers (9/12)
Wide moat 79/100
Evidence: High Range kr 154.77 – kr 257.95 Share as image

Fair value as of: Jul 19, 2026

From 4 valuation models · updated 22 days ago

Share price +10.3% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

kr 196.40 kr 40.29 Fair Value kr 206.36 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

60‑month range kr 40.29 – kr 196.40 · fair‑value band kr 154.77 – kr 257.95 · the kr 192.40 price screens below the kr 206.36 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.

Full chart & analysis →

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Analysis

Avarda Bank AB (AVARDA) currently trades at kr 192.40, while our model-based Fair Value estimate is kr 206.36, implying the stock looks roughly 7.3% fairly valued today. The Quality Score stands at 61/100 (solid quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Avarda Bank AB generated revenue of 2.0B SEK at a net margin of 36.5%. Revenue grew 22.9% year over year. It earns a return on equity of 22.9%. Net debt stands at 492M SEK. Fundamentals as of Jul 19, 2026

Our scenario range runs from kr 154.77 (bear case) to kr 257.95 (bull case); at kr 192.40, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 72% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 42% fair-value upside, at 7%, AVARDA screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Residual Income kr 68.42 kr 90.97 kr 390.54 76
P/E Multiple kr 100.60 kr 134.13 kr 167.66 63
P/B Multiple kr 53.40 kr 71.20 kr 89.00 55
All 4 models by family
Multiples
P/E Multiple kr 100.60 kr 134.13 kr 167.66 63
P/B Multiple kr 53.40 kr 71.20 kr 89.00 55
Asset-Based
NCAV (Graham) kr 25.43 kr 34.08 kr 50.86 50
Economic Profit
Residual Income kr 68.42 kr 90.97 kr 390.54 76

Widest divergence: Economic Profit (kr 90.97) versus Asset-Based (kr 34.08). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 2.0B SEK
Revenue growth (YoY) +24.5%
Net margin 36.5%
Return on equity 22.9%
Free cash flow 762M SEK FY2025
P/E ratio 15.7
More key figures
Operating margin 45.6%
EPS (TTM) kr 10.95
Dividend yield 2.9%
EPS growth (YoY) +32.6%
Net debt 492M SEK FY2025

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 61/100

Of which business quality 51 · Market factors (momentum, volatility) 77

Profitability 49
Margins and returns on capital today
Quality Growth 60
Are margins and returns improving?
Cashflow 85
Earnings quality: real cash, not paper profit
Fin. Strength 0
Balance sheet, leverage, solvency risk
Investment 39
Disciplined investing over empire-building
Low Volatility 78
Calm price path (market factor)
Momentum 68
Price trend over the last 3–12 months (market factor)
52W Momentum 90
Distance to the 52-week high (market factor)
Net Issuance 80
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Avarda Bank AB (publ), a digital credit and payment platform, provides consumer banking services and e-commerce solutions in Sweden. The company operates through three segments: Consumer Lending, Ecommerce Solutions, and Credit Cards. It offers deposit products; unsecured consumer loans; and digital payment solutions, as well as credit cards.

Full company description

Avarda Bank AB (publ), a digital credit and payment platform, provides consumer banking services and e-commerce solutions in Sweden. The company operates through three segments: Consumer Lending, Ecommerce Solutions, and Credit Cards. It offers deposit products; unsecured consumer loans; and digital payment solutions, as well as credit cards. The company serves private individuals in Sweden, Finland, Norway, Denmark, Estonia, Latvia, Lithuania, Poland, Germany, Austria, Ireland, the Netherlands, Italy, and Spain. Avarda Bank AB (publ) was formerly known as TF Bank AB (publ) and changed its name to Avarda Bank AB (publ) in April 2026. The company was incorporated in 1972 and is headquartered in Borås, Sweden.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

Avarda Bank AB reported revenue of kr 2.9B in FY2025 versus kr 1.4B in FY2022, a compound +27.3%/yr. Reported net income was kr 667M in FY2025, compounding +24.9%/yr from FY2022.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
2.9B SEK
Latest YoY
+18.9%
Avg. growth/yr (3Y)
+27.3%
Revenue +27.3%/yr
FY22 kr 1.4B
FY23 kr 2.0B
FY24 kr 2.4B
FY25 kr 2.9B
Net income +24.9%/yr
FY22 kr 342M
FY23 kr 397M
FY24 kr 632M
FY25 kr 667M

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Cite: Fair Value Calculator (2026). "Avarda Bank AB Fair Value". https://www.fairvalue-calculator.com/stock/AVARDA

Peer Group

Banks - Regional · 1083 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 56 · Above median
Fair Value upside +7% · Above median
Return on equity (TTM) 25% · Top 25%
Return on assets 3% · Top 25%
Net margin (TTM) 37% · Above median
Operating margin (TTM) 45% · Above median
Revenue growth 25% · Top 25%
Dividend yield (TTM) 2.7% · Above median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 15.7× · Pricier than 75% of peers
P/B 3.60× · Pricier than 75% of peers
P/S (TTM) 5.59× · Pricier than 75% of peers
P/FCF 1.6× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 43 · sector 39
FUTURE 100 · sector 44
PAST 99 · sector 41
HEALTH 0 · sector 85
DIVIDEND 53 · sector 49

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
PT Bank Central Asia Tbk BBCA 6,175 IDR 6,087 IDR -1%
KB Financial Group 105560 184,400 KRW 213,797 KRW +16%
PT Bank Rakyat Indonesia (Persero) Tbk BBRI 2,970 IDR 4,891 IDR +65%
PT Bank Mandiri (Persero) Tbk BMRI 4,310 IDR 7,841 IDR +82%
Banco Bradesco S.A BBD 5,120 ARS 10,240 ARS +100%
Shinhan Financial Group 055550 107,900 KRW 137,259 KRW +27%
Hana Financial Group 086790 136,800 KRW 193,969 KRW +42%
Lloyds Banking Group LYG 4,138 ARS 8,275 ARS +100%
Banco de Chile, CHILE 193.10 CLP 152.55 CLP -21%
Joint Stock Commercial Bank for Foreign Trade of Vietnam, VCB 59,400 VND 84,201 VND +42%

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Frequently asked questions

Is Avarda Bank AB (AVARDA) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of kr 206.36 versus a price of kr 192.40, about +7% (fairly valued).
What is the fair value of AVARDA?
Our model-based fair value for Avarda Bank AB is kr 206.36 (as of Jul 19, 2026), built from audited fundamentals. The current price is kr 192.40.
What is the quality score of AVARDA?
Avarda Bank AB has a Quality Score of 61/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Avarda Bank AB (AVARDA)?
Avarda Bank AB reported trailing-twelve-month revenue of about 2.0B SEK (latest available figure, as of Jul 19, 2026).
What is the net profit margin of AVARDA?
The net profit margin of Avarda Bank AB is about 36.5%, meaning it keeps roughly 36.5% of revenue as net income. Based on the latest reported figures.
Does Avarda Bank AB pay a dividend?
Avarda Bank AB currently shows a dividend yield of about 2.88% relative to its recent price (as of Jul 19, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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