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Axfood AB (AXFO) Fair Value & Analysis

Consumer Defensive · SE · Market cap 49.7B SEK

AA Axfood AB AXFO · ST
Pricekr 239.50
Fair Valuekr 184.11
Upside-23.1%
Quality65/100
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Healthy Growth
Thin margins · 2.7% net margin
Low debt · generates free cash flow
3.94% dividend yield
Mixed vs. peers (7/15)
Moderate moat 52/100
Evidence: High Range kr 138.08 – kr 265.67 Share as image

Fair value as of: Jul 18, 2026

From 24 valuation models · updated 22 days ago

Share price −10.2% over the past month.

A solid business, but screening 23% overvalued on our models.

What matters now

  • Solid but not exceptional quality (65/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (kr 138.08 to kr 265.67) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

kr 333.28 kr 177.39 Fair Value kr 184.11 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range kr 177.39 – kr 333.28 · fair‑value band kr 138.08 – kr 265.67 · the kr 239.50 price screens above the kr 184.11 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

Full chart & analysis →

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Analysis

Axfood AB (AXFO) currently trades at kr 239.50, while our model-based Fair Value estimate is kr 184.11, implying the stock looks roughly 23.1% overvalued today. The Quality Score stands at 65/100 (solid quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Axfood AB generated revenue of 89.7B SEK at a net margin of 2.7%. Revenue grew 2.6% year over year. It earns a return on equity of 39.5%. Net debt stands at 14.3B SEK. Fundamentals as of Jul 18, 2026

Our scenario range runs from kr 138.08 (bear case) to kr 265.67 (bull case); at kr 239.50, 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 about 28% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -31% fair-value upside, at -23%, AXFO screens cheaper 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
Growth DCF kr 282.38 kr 427.15 kr 636.34 80
Residual Income kr 74.66 kr 104.41 kr 786.94 76
Rev-Margin DCF kr 165.57 kr 246.78 kr 342.38 74
All 24 models by family
DCF Models
FCF DCF kr 278.04 kr 442.82 kr 697.18 38
Owner Earnings kr 260.18 kr 414.66 kr 653.10 31
5Y Revenue Exit kr 165.57 kr 243.77 kr 340.54 39
5Y EBITDA Exit kr 273.07 kr 446.59 kr 649.10 41
5Y P/E Exit kr 190.85 kr 291.47 kr 396.04 38
10Y Revenue Exit kr 199.75 kr 281.26 kr 386.29 36
10Y EBITDA Exit kr 272.17 kr 422.72 kr 623.68 37
10Y P/E Exit kr 219.58 kr 314.53 kr 428.99 35
Earnings-Based
Graham-Dodd kr 73.64 kr 238.68 kr 318.69 54
Lynch FV kr 53.22 kr 76.03 kr 98.83 50
PEG = 1.0 kr 53.22 kr 76.03 kr 98.83 46
EPV kr 87.90 kr 103.81 kr 117.72 59
Multiples
P/E Multiple kr 170.57 kr 227.43 kr 284.28 63
P/S Multiple kr 138.08 kr 184.11 kr 230.14 58
P/B Multiple kr 138.08 kr 184.11 kr 230.14 55
EV/EBIT kr 158.91 kr 214.39 kr 269.86 53
EV/EBITDA kr 303.88 kr 407.68 kr 511.48 54
EV/Revenue kr 111.27 kr 162.18 kr 213.08 43
Asset-Based
NCAV (Graham) kr 17.39 kr 23.30 kr 34.78 50
Growth DCF
Growth DCF kr 282.38 kr 427.15 kr 636.34 80
Rev-Margin DCF kr 165.57 kr 246.78 kr 342.38 74
Economic Profit
Residual Income kr 74.66 kr 104.41 kr 786.94 76
ROIC Compounder kr 95.14 kr 122.22 kr 153.48 72
Growth Earnings
Growth-Adj P/E kr 143.05 kr 204.36 kr 265.67 68

Widest divergence: DCF Models (kr 314.53) versus Asset-Based (kr 23.30). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 89.7B SEK
Revenue growth (YoY) +2.6%
Net margin 2.7%
Return on equity 39.5%
Free cash flow 5.4B SEK FY2025
P/E ratio 23.6
More key figures
Operating margin 3.8%
EPS (TTM) kr 11.12
Dividend yield 3.5%
EPS growth (YoY) +15.9%
Net debt 14.3B SEK FY2025

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 65/100

Of which business quality 64 · Market factors (momentum, volatility) 38

Profitability 67
Margins and returns on capital today
Quality Growth 54
Are margins and returns improving?
Cashflow 62
Earnings quality: real cash, not paper profit
Fin. Strength 50
Balance sheet, leverage, solvency risk
Investment 78
Disciplined investing over empire-building
Low Volatility 82
Calm price path (market factor)
Momentum 22
Price trend over the last 3–12 months (market factor)
52W Momentum 14
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

Axfood AB (publ) engages in the food retail and wholesale businesses primarily in Sweden. The company operates through five segments: Willys, Hemköp, City Gross, Snabbgross, and Dagab. The company sells groceries through Willys, HANDLAR'N, Hemköp, and Eurocash, City Gross, and Tempo store chains.

Full company description

Axfood AB (publ) engages in the food retail and wholesale businesses primarily in Sweden. The company operates through five segments: Willys, Hemköp, City Gross, Snabbgross, and Dagab. The company sells groceries through Willys, HANDLAR'N, Hemköp, and Eurocash, City Gross, and Tempo store chains. It is also involved in the e-commerce business; and provision of private label products. In addition, it operates Urban Deli, a combination of restaurant, store, and market hall; Apohem, an online retail pharmacy; Matöppet, a personal grocery store and the retailer-owned mini-mart; Snabbgross, a restaurant; and Tempo, a mini-mart format of retailer-owned stores. The company serves restaurants, fast food operators, and cafés; and retailer-owned stores, mini-marts, and other convenience retailers. Axfood AB (publ) was incorporated in 1997 and is headquartered in Stockholm, Sweden. Axfood AB (publ) operates as a subsidiary of Axretail AB.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Axfood AB reported revenue of kr 89.2B in FY2025 versus kr 57.9B in FY2021, a compound +11.4%/yr. Reported net income was kr 2.3B in FY2025, compounding +2.1%/yr from FY2021.

Growth Quality 82/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
89.2B SEK
Latest YoY
+6.1%
Avg. growth/yr (3Y)
+6.7%
Avg. growth/yr (5Y)
+10.7%
Avg. growth/yr (27Y)
+11.3%
Revenue +11.4%/yr
FY21 kr 57.9B
FY22 kr 73.5B
FY23 kr 81.1B
FY24 kr 84.1B
FY25 kr 89.2B
Net income +2.1%/yr
FY21 kr 2.2B
FY22 kr 2.4B
FY23 kr 2.4B
FY24 kr 2.2B
FY25 kr 2.3B

AXFO screens 23% overvalued. Compare with Loblaw Companies Limited →

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Cite: Fair Value Calculator (2026). "Axfood AB Fair Value". https://www.fairvalue-calculator.com/stock/AXFO

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Grocery Stores · 83 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 65 · Top 25%
Fair Value upside −23% · Below median
Return on equity (TTM) 36% · Top 25%
Return on assets 6% · Top 25%
Net margin (TTM) 3% · Above median
Operating margin (TTM) 4% · Above median
Revenue growth 1% · Below median
Dividend yield (TTM) 3.9% · Top 25%
Debt / equity 0.36× · Higher than median

Valuation Multiples vs Grocery Stores median · lower = cheaper

P/E (TTM) 20.5× · Pricier than median
P/B 6.62× · Pricier than 75% of peers
P/S (TTM) 0.55× · Pricier than median
P/FCF 1.0× · Cheaper than median
EV/EBITDA 9.8× · Pricier than 75% of peers
PEG 4.89× · Pricier than 75% of peers

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 3 · sector 36
FUTURE 5 · sector 17
PAST 100 · sector 51
HEALTH 82 · sector 92
DIVIDEND 79 · sector 48

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 Grocery Stores stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
Loblaw Companies Limited L C$65.49 C$44.44 -32%
Koninklijke Ahold Delhaize N.V AD €36.30 €53.50 +47%
The Kroger Co KR $58.82 $28.19 -52%
Woolworths Group WOW A$39.20 A$13.40 -66%
George Weston Limited WN C$100.98 C$63.61 -37%
Coles Group COL A$23.56 A$15.86 -33%
Metro Inc MRU C$93.64 C$94.01 +0%
Carrefour SA CA €16.40 €11.51 -30%
CP ALL Public Company TCPD 1.89 SGD 2.36 SGD +25%
BIM Birlesik Magazalar A.S., BIMAS 385.75 TRY 267.12 TRY -31%

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Frequently asked questions

Is Axfood AB (AXFO) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of kr 184.11 versus a price of kr 239.50, about −23% (overvalued).
What is the fair value of AXFO?
Our model-based fair value for Axfood AB is kr 184.11 (as of Jul 18, 2026), built from audited fundamentals. The current price is kr 239.50.
What is the quality score of AXFO?
Axfood AB has a Quality Score of 65/100. 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 Axfood AB (AXFO)?
Axfood AB reported trailing-twelve-month revenue of about 89.7B SEK (latest available figure, as of Jul 18, 2026).
What is the net profit margin of AXFO?
The net profit margin of Axfood AB is about 2.7%, meaning it keeps roughly 2.7% of revenue as net income. Based on the latest reported figures.
Does Axfood AB pay a dividend?
Axfood AB currently shows a dividend yield of about 3.45% relative to its recent price (as of Jul 18, 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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