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Baltic Sea Properties AS (BALT) Fair Value & Analysis

Real Estate · NO · Market cap 401M NOK

BS Baltic Sea Properties AS BALT · OL
Pricekr 45.40
Fair Valuekr 62.94
Upside+38.6%
Quality53/100
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Healthy Growth
Highly profitable · 43.7% net margin
Moderate debt · generates free cash flow
Mixed vs. peers (8/14)
Wide moat 67/100
Evidence: High Range kr 57.36 – kr 106.56 Share as image

Fair value as of: Jul 11, 2026

From 15 valuation models · updated 30 days ago

Share price −2.2% over the past month.

A solid business, screening 39% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (kr 57.36). The market is more pessimistic than our downside scenario.
  • Solid quality (53/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (kr 57.36 to kr 106.56) leaves room in how you read the outcome.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
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Price vs Fair Value (5 years)

kr 56.71 kr 36.37 Fair Value kr 62.94 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.

How to read this chart

60‑month range kr 36.37 – kr 56.71 · fair‑value band kr 57.36 – kr 106.56 · the kr 45.40 price screens below the kr 62.94 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 11, 2026.

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Analysis

Baltic Sea Properties AS (BALT) currently trades at kr 45.40, while our model-based Fair Value estimate is kr 62.94, implying the stock looks roughly 38.6% undervalued today. The Quality Score stands at 53/100 (solid quality), in the Real Estate 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, Baltic Sea Properties AS generated revenue of 105M NOK at a net margin of 43.7%. Revenue declined 0.9% year over year. It earns a return on equity of 7.5%. Net debt stands at 661M NOK. Fundamentals as of Jul 11, 2026

Our scenario range runs from kr 57.36 (bear case) to kr 106.56 (bull case); at kr 45.40, the current price sits below 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 22% below its 52-week high and 9% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -2% fair-value upside, at 39%, BALT 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF kr 16.44 kr 59.67 kr 117.64 80
Residual Income kr 57.36 kr 59.11 kr 59.14 76
Gordon GGM kr 15.64 kr 28.18 kr 38.79 70
All 15 models by family
DCF Models
FCF DCF kr 16.53 kr 62.94 kr 127.83 38
5Y Revenue Exit kr 34.17 kr 81.86 39
5Y EBITDA Exit kr 21.59 kr 82.22 kr 154.19 41
10Y Revenue Exit kr 2.10 kr 36.94 kr 84.10 36
10Y EBITDA Exit kr 18.38 kr 67.96 kr 136.08 37
Dividend Discount
Gordon GGM kr 15.64 kr 28.18 kr 38.79 70
DDM Multi-Stage kr 15.64 kr 25.74 kr 30.10 61
Multiples
P/S Multiple kr 59.60 kr 79.47 kr 99.34 58
P/B Multiple kr 67.64 kr 90.19 kr 112.73 55
EV/EBIT kr 67.15 kr 113.95 kr 160.76 53
EV/EBITDA kr 36.60 kr 73.22 kr 109.84 54
EV/Revenue kr 12.31 kr 37.99 43
Asset-Based
NCAV (Graham) kr 37.49 kr 50.23 kr 74.97 50
Growth DCF
Growth DCF kr 16.44 kr 59.67 kr 117.64 80
Economic Profit
Residual Income kr 57.36 kr 59.11 kr 59.14 76

Widest divergence: Multiples (kr 79.47) versus Dividend Discount (kr 25.74). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 105M NOK
Revenue growth (YoY) -0.9%
Net margin 43.7%
Return on equity 7.5%
Free cash flow 79.3M NOK FY2025
P/E ratio 9.4
More key figures
Operating margin 75.0%
EPS (TTM) kr 5.30
Net debt 661M NOK FY2025

Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 53/100

Of which business quality 53 · Market factors (momentum, volatility) 43

Profitability 36
Margins and returns on capital today
Quality Growth 59
Are margins and returns improving?
Cashflow 96
Earnings quality: real cash, not paper profit
Fin. Strength 33
Balance sheet, leverage, solvency risk
Investment 52
Disciplined investing over empire-building
Low Volatility 74
Calm price path (market factor)
Momentum 35
Price trend over the last 3–12 months (market factor)
52W Momentum 22
Distance to the 52-week high (market factor)
Net Issuance 40
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

Baltic Sea Properties AS engages in the acquisition, development, letting, and rental of investment properties in Lithuania. The company develops and invests in real estate in the logistics, industrial, and commercial segments. The company was founded in 2005 and is headquartered in Oslo, Norway.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Baltic Sea Properties AS reported revenue of kr 106M in FY2025 versus kr 63.8M in FY2021, a compound +13.4%/yr. Reported net income was kr 45.8M in FY2025, compounding +12.2%/yr from FY2021.

Growth Quality 89/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
106M NOK
Latest YoY
+9.5%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+15.0%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.3%
Avg. growth/yr (11Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+5.9%
Revenue +13.4%/yr
FY21 kr 63.8M
FY22 kr 69.5M
FY23 kr 91.3M
FY24 kr 96.4M
FY25 kr 106M
Net income +12.2%/yr
FY21 kr 29.0M
FY22 kr 47.0M
FY23 kr 29.0M
FY24 kr 55.3M
FY25 kr 45.8M
Character of growth · EPS growth decomposed (2014-2024) +9.4 % p.a.
Revenue per share +0.4 pp

of which total revenue +4.6 pp · buybacks/dilution −4.2 pp

EBIT margin +9.4 pp
Tax rate +0.0 pp
Residual (interest, one-offs) −0.4 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Baltic Sea Properties AS Fair Value". https://www.fairvalue-calculator.com/stock/BALT

Peer Group

Real Estate Services · 520 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 55 · Below median
Fair Value upside +39% · Above median
Return on equity (TTM) 8% · Above median
Return on assets 3% · Top 25%
Net margin (TTM) 44% · Top 25%
Operating margin (TTM) 75% · Top 25%
Revenue growth -1% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 1.11× · Higher than 75% of peers

Valuation Multiples vs Real Estate Services median · lower = cheaper

P/E (TTM) 8.8× · Cheaper than median
P/B 0.62× · Cheaper than median
P/S (TTM) 3.80× · Pricier than median
P/FCF 0.5× · Cheaper than 75% of peers
EV/EBITDA 13.9× · Pricier 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 85 · sector 37
FUTURE 0 · sector 10
PAST 30 · sector 16
HEALTH 44 · sector 85
DIVIDEND 0 · 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 Real Estate Services stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

Stock Price Fair Value vs Fair Value
Vingroup Joint Stock Company VIC 223,000 VND 25,731 VND -88%
KE Holdings 2423 HK$44.76 HK$18.03 -60%
Swire Properties Limited 1972 HK$23.90 HK$18.75 -22%
Plaza S.A MALLPLAZA 3,725 CLP 5,571 CLP +50%
SAGAA SAGAA kr 170.00 kr 75.55 -56%
Cencosud Shopping S.A CENCOMALLS 2,324 CLP 2,976 CLP +28%
PT Sarana Menara Nusantara Tbk. owns and TOWR 372.00 IDR 1,208 IDR +225%
PT Metropolitan Kentjana Tbk MKPI 20,975 IDR 19,160 IDR -9%
PT Bangun Kosambi Sukses Tbk, CBDK 3,530 IDR 3,464 IDR -2%
IRSA Inversiones y Representaciones Sociedad Anónima, IRSA 2,495 ARS 3,998 ARS +60%

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Frequently asked questions

Is Baltic Sea Properties AS (BALT) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of kr 62.94 versus a price of kr 45.40, about +39% (undervalued).
What is the fair value of BALT?
Our model-based fair value for Baltic Sea Properties AS is kr 62.94 (as of Jul 11, 2026), built from audited fundamentals. The current price is kr 45.40.
What is the quality score of BALT?
Baltic Sea Properties AS has a Quality Score of 53/100. 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 Baltic Sea Properties AS (BALT)?
Baltic Sea Properties AS reported trailing-twelve-month revenue of about 105M NOK (latest available figure, as of Jul 11, 2026).
What is the net profit margin of BALT?
The net profit margin of Baltic Sea Properties AS is about 43.7%, meaning it keeps roughly 43.7% of revenue as net income. Based on the latest reported figures.

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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