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Eastnine AB (EAST) Fair Value & Analysis

Real Estate · SE · Market cap 4.6B SEK

EA Eastnine AB EAST · ST
Pricekr 46.55
Fair Valuekr 50.14
Upside+7.7%
Quality56/100
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Mixed Growth
Highly profitable · 43.0% net margin
Moderate debt · generates free cash flow
0.25% dividend yield
Trails peers (5/14)
Moderate moat 64/100
Evidence: High Range kr 50.14 – kr 71.40 Share as image

Fair value as of: Jul 17, 2026

From 11 valuation models · updated 24 days ago

Fair value updated Jul 17, 2026, revised from kr 4.54 to kr 50.14 (+1,004.4%) since Jun 26, 2026. Share price −1.5% over the past month.

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

What matters now

  • The price is below even our cautious bear case (kr 50.14). The market is more pessimistic than our downside scenario.
  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • 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 50.82 kr 17.67 Fair Value kr 50.14 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range kr 17.67 – kr 50.82 · fair‑value band kr 50.14 – kr 71.40 · the kr 46.55 price screens below the kr 50.14 fair value. Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

Eastnine AB (EAST) currently trades at kr 46.55, while our model-based Fair Value estimate is kr 50.14, implying the stock looks roughly 7.7% fairly valued today. The Quality Score stands at 56/100 (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, Eastnine AB generated revenue of 61.5M SEK at a net margin of 43.8%. Revenue declined 1.1% year over year. It earns a return on equity of 5.8%. Net debt stands at 462M SEK. Fundamentals as of Jul 17, 2026

Our scenario range runs from kr 50.14 (bear case) to kr 71.40 (bull case); at kr 46.55, 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 10% below its 52-week high and 12% 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 8%, EAST 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.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (kr 0.8000 to kr 7.57). Read the values as a conservative anchor, not as a price target.
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
Residual Income kr 4.04 kr 4.39 kr 5.61 76
Rev-Margin DCF kr 0.6400 74
P/S Multiple kr 2.92 kr 3.90 kr 4.87 58
All 11 models by family
DCF Models
5Y Revenue Exit kr 0.9700 39
5Y EBITDA Exit kr 3.00 kr 6.90 41
10Y EBITDA Exit kr 0.8000 kr 4.17 37
Multiples
P/S Multiple kr 2.92 kr 3.90 kr 4.87 58
P/B Multiple kr 5.54 kr 7.39 kr 9.24 55
EV/EBIT kr 4.56 kr 7.57 kr 10.58 53
EV/EBITDA kr 2.52 kr 4.85 kr 7.18 54
EV/Revenue kr 0.9800 43
Asset-Based
NCAV (Graham) kr 2.39 kr 3.21 kr 4.79 50
Growth DCF
Rev-Margin DCF kr 0.6400 74
Economic Profit
Residual Income kr 4.04 kr 4.39 kr 5.61 76

Widest divergence: Multiples (kr 4.85) versus DCF Models (kr 0.8000). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 61.5M SEK
Revenue growth (YoY) -1.1%
Net margin 43.8%
Return on equity 5.8%
Free cash flow 5.4M SEK FY2025
P/E ratio 14.4
More key figures
Operating margin 82.6%
EPS (TTM) kr 3.05
Dividend yield 0.3%
EPS growth (YoY) -66.4%
Net debt 462M SEK FY2025

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 56/100

Of which business quality 49 · Market factors (momentum, volatility) 55

Profitability 38
Margins and returns on capital today
Quality Growth 79
Are margins and returns improving?
Cashflow 47
Earnings quality: real cash, not paper profit
Fin. Strength 38
Balance sheet, leverage, solvency risk
Investment 88
Disciplined investing over empire-building
Low Volatility 87
Calm price path (market factor)
Momentum 41
Price trend over the last 3–12 months (market factor)
52W Momentum 42
Distance to the 52-week high (market factor)
Net Issuance 25
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

Eastnine AB (publ) is a real estate investment firm. The firm seeks to make emerging growth investments. In the beginning of 2017 it shifted its focus from both public and unlisted equity investments to purely real estate, where it makes investments in direct and fund of fund stages. It may also invest in special situations on a selective basis.

Full company description

Eastnine AB (publ) is a real estate investment firm. The firm seeks to make emerging growth investments. In the beginning of 2017 it shifted its focus from both public and unlisted equity investments to purely real estate, where it makes investments in direct and fund of fund stages. It may also invest in special situations on a selective basis. The firm invests in real estate sectors only. For real estate sector, it can also invest in land, real property, modern and sustainable office, logistics premises and other real estate assets. It primarily invests in Eastern Europe, Russia, Poland and other CIS countries including Ukraine, Kazakhstan, Belarus, Uzbekistan, Turkmenistan, Azerbaijan, Georgia, Armenia, Kyrgyzstan, Tajikistan, and Moldova; the Balkans; the Baltic States; and Central Europe. The firm can also make investments into future East Capital private equity funds and real estate funds as well as in existing and future East Capital alternative funds. It also has the possibility to make limited investments in East Capital's open-ended daily-traded funds. The firm is a long term active investor. The firm makes balance sheet investments. Eastnine AB (publ), formerly know as East Capital Explorer AB. was founded in November 2007 and is based in Stockholm, Sweden with additional office in Tallinn, Estonia, Vilnius, Lithuania, Riga, Latvia.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Eastnine AB reported revenue of kr 58.6M in FY2025 versus kr 21.5M in FY2021, a compound +28.5%/yr. Reported net income was kr 42.5M in FY2025, compounding −12.4%/yr from FY2021.

Growth Quality 70/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
58.6M SEK
Latest YoY
+41.2%
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.
+24.6%
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.
+25.0%
Avg. growth/yr (18Y) 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.
+17.0%
Revenue +28.5%/yr
FY21 kr 21.5M
FY22 kr 30.3M
FY23 kr 36.2M
FY24 kr 41.5M
FY25 kr 58.6M
Net income −12.4%/yr
FY21 kr 72.3M
FY22 kr 109M
FY23 −kr 72.0M
FY24 kr 5.9M
FY25 kr 42.5M
Character of growth · EPS growth decomposed (2015-2025) +12.3 % p.a.
Revenue per share +19.0 pp

of which total revenue +16.5 pp · buybacks/dilution +2.5 pp

EBIT margin +1.2 pp
Tax rate +4.2 pp
Residual (interest, one-offs) −12.1 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). "Eastnine AB Fair Value". https://www.fairvalue-calculator.com/stock/EAST

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 54 · Below median
Fair Value upside +8% · Above median
Return on equity (TTM) 6% · Above median
Return on assets 3% · Top 25%
Net margin (TTM) 43% · Top 25%
Operating margin (TTM) 84% · Top 25%
Revenue growth 1% · Below median
Dividend yield (TTM) 0.3% · Below median
Debt / equity 1.04× · Higher than 75% of peers

Valuation Multiples vs Real Estate Services median · lower = cheaper

P/E (TTM) 15.0× · Pricier than median
P/B 1.03× · Pricier than median
P/S (TTM) 7.79× · Pricier than 75% of peers
P/FCF 89.5× · Pricier than 75% of peers
EV/EBITDA 17.6× · 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 44 · sector 37
FUTURE 4 · sector 10
PAST 23 · sector 16
HEALTH 48 · sector 85
DIVIDEND 5 · 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 17, 2026).

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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 Eastnine AB (EAST) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of kr 50.14 versus a price of kr 46.55, about +8% (fairly valued).
What is the fair value of EAST?
Our model-based fair value for Eastnine AB is kr 50.14 (as of Jul 17, 2026), built from audited fundamentals. The current price is kr 46.55.
What is the quality score of EAST?
Eastnine AB has a Quality Score of 56/100. 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 Eastnine AB (EAST)?
Eastnine AB reported trailing-twelve-month revenue of about 61.5M SEK (latest available figure, as of Jul 17, 2026).
What is the net profit margin of EAST?
The net profit margin of Eastnine AB is about 43.8%, meaning it keeps roughly 43.8% of revenue as net income. Based on the latest reported figures.
Does Eastnine AB pay a dividend?
Eastnine AB currently shows a dividend yield of about 0.27% relative to its recent price (as of Jul 17, 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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