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AB Electrolux (publ), (ELUX-B) Fair Value & Analysis

Consumer Cyclical · SE · Market cap 19.9B SEK (≈ $2.1B) · ISIN SE0016589188

What is AB Electrolux (publ), really worth?

AE AB Electrolux (publ), ELUX-B · ST
Pricekr 27.72
Fair Valuekr 18.11
Upside−34.7%
Quality49/100

Below-average quality, and trading another 53% above our fair value of kr 18.11.

As of Aug 28, 2026, the fair value of AB Electrolux (publ), is kr 18.11 per share against a price of kr 27.72, so the fair value sits 35% below the price. A model estimate blended from multiple valuation models, recalculated regularly.

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Risks

!Expensive Growth (revenue 5y +2.5 %/yr)
!Thin margins · 0.3% net margin
!High debt · negative free cash flow
!Trails peers (5/13)
!Narrow moat 28/100
!Evidence only medium, so the estimate is less certain
!Weak on past: 17 out of 100
Evidence: Medium Range kr 17.58 – kr 23.01

Fair value as of: Aug 28, 2026

From 13 valuation models · updated 8 days ago

Fair value updated Aug 28, 2026, revised from kr 18.95 to kr 18.11 (−4.4%) since Aug 27, 2026. Share price −9.8% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (kr 23.01). The favourable scenario is already priced in.
  • Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

kr 213.67 kr 22.21 Fair Value kr 18.11 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 28, 2026.

How to read this chart

60‑month range kr 22.21 – kr 213.67 · fair‑value band kr 17.58 – kr 23.01 · the kr 27.72 price screens above the kr 18.11 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 28, 2026.

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Analysis

AB Electrolux (publ), (ELUX-B) currently trades at kr 27.72, while our model-based Fair Value estimate is kr 18.11, implying the stock looks roughly 53.1% overvalued today. The Quality Score stands at 49/100 (below-average quality), in the Consumer Cyclical sector. Bull case: the DCF Models group reads highest at a median of kr 51.18 per share, and 3 of the 13 models we run sit above the kr 27.72 price. Bear case: the Asset-Based group reads lowest at kr 7.07, and 10 of the 13 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, AB Electrolux (publ), generated revenue of 128B SEK at a net margin of 0.3%. Revenue declined 9.3% year over year. It earns a return on equity of 4.1%. Net debt stands at 30.4B SEK. Fundamentals as of Aug 28, 2026

Our scenario range runs from kr 17.58 (bear case) to kr 23.01 (bull case); at kr 27.72, the current price sits above 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 last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 69% below its 52-week high and 5% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at −9% fair-value upside, at −35%, ELUX-B screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly kr 0.8833 per share, which is 4.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

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
Owner Earnings kr 32.53 kr 51.18 kr 87.66 74
Residual Income kr 9.30 kr 10.37 kr 16.56 74
EPV kr 0.2600 kr 2.63 67
All 13 models by family
DCF Models
Owner Earnings kr 32.53 kr 51.18 kr 87.66 74
Earnings-Based
Graham-Dodd kr 7.25 kr 10.69 kr 12.64 65
EPV kr 0.2600 kr 2.63 67
Multiples
P/E Multiple kr 17.58 kr 23.44 kr 29.30 61
P/S Multiple kr 13.58 kr 18.11 kr 22.64 56
P/B Multiple kr 13.58 kr 18.11 kr 22.64 53
EV/EBIT kr 19.67 kr 32.45 kr 45.23 63
EV/EBITDA kr 68.99 kr 98.22 kr 127.45 65
EV/Revenue kr 7.17 kr 18.25 kr 29.33 49
Asset-Based
NCAV (Graham) kr 5.28 kr 7.07 kr 10.56 52
Economic Profit
Residual Income kr 9.30 kr 10.37 kr 16.56 74
ROIC Compounder kr 0.2600 kr 2.63 66
Growth Earnings
Growth-Adj P/E kr 12.39 kr 17.70 kr 23.01 66

Widest divergence: DCF Models (kr 51.18) versus Earnings-Based (kr 0.2600). Highest evidence: Owner Earnings (74).

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Key figures & financial health

P/E ratio 18.9 as of Jul 12, 2026
P/S ratio 0.13 P/E × margin
EPS (TTM) kr 1.30 price ÷ EPS = P/E 18.9
Net margin 0.7% FY2025
Return on equity 4.1% TTM
Return on assets (EBIT) 1.0% avg 5y
More key figures
Profitability
Operating margin 0.7% TTM
Growth
Revenue (TTM) 128B SEK TTM
Revenue growth (YoY) −9.3% 3y avg −0.9%
EPS growth (YoY) +204%
Balance sheet & cash flow
Free cash flow −1.1B SEK FY2025
Net debt 30.4B SEK FY2025

Figures from reported company fundamentals · as of Aug 28, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 49/100

Of which business quality 45 · Market factors (momentum, volatility) 14

Profitability 40
Margins and returns on capital today
Quality Growth 57
Are margins and returns improving?
Cashflow 22
Earnings quality: real cash, not paper profit
Fin. Strength 14
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 29
Calm price path (market factor)
Momentum 10
Price trend over the last 3–12 months (market factor)
52W Momentum 3
Distance to the 52-week high (market factor)
Net Issuance 74
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

AB Electrolux (publ), together with its subsidiaries, develops, manufactures, and sells household appliances. The company offers a range of appliances, such as refrigerators, freezers, cookers, dishwashers, dryers, washing machines, air-conditioners, microwave ovens, vacuum cleaners, water heaters, heat pumps, and other small domestic appliances, as well as …

Full company description

AB Electrolux (publ), together with its subsidiaries, develops, manufactures, and sells household appliances. The company offers a range of appliances, such as refrigerators, freezers, cookers, dishwashers, dryers, washing machines, air-conditioners, microwave ovens, vacuum cleaners, water heaters, heat pumps, and other small domestic appliances, as well as consumables and accessories. It also provides hobs, ovens, hoods, and tumble dryers. In addition, the company offers product installation, repair, and maintenance services. It provides its products under the Electrolux, AEG, and Frigidaire brand names through retailers, buying groups, independent stores, and direct to consumers. It operates in the United States, Brazil, Germany, Australia, Canada, Switzerland, the United Kingdom, Italy, France, Sweden, and internationally. AB Electrolux (publ) was founded in 1901 and is headquartered in Stockholm, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

AB Electrolux (publ), reported revenue of 131B SEK in FY2025 versus 126B SEK in FY2021, a compound +1.1%/yr. Reported net income was 878M SEK in FY2025, compounding −34.2%/yr from FY2021.

Growth Quality 25/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
131B SEK
Latest YoY
−3.6%
Avg. revenue 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.
−0.9%
Avg. revenue 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.
+2.5%
Avg. revenue growth/yr (36Y) 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.
+1.2%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
−25.4% · in SEK
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share−25.4%
Dividend yield0.0%
Trend Two data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.5Y −25.4% vs 10Y −8.5%, flattening
Operating margin (EBIT) Operating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.5.0% (2020) → 1.8% (2025) · falling
Worst earnings drop219% (2023) (loss year, drop beyond 100%) · in SEK
Revenue +1.1%/yr
FY21 126B SEK
FY22 135B SEK
FY23 134B SEK
FY24 136B SEK
FY25 131B SEK
Net income −34.2%/yr
FY21 4.7B SEK
FY22 −1.3B SEK
FY23 −5.2B SEK
FY24 −1.4B SEK
FY25 878M SEK

ELUX-B screens 53% overvalued. Compare with Midea Group →

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Cite: Fair Value Calculator (2026). "AB Electrolux (publ), Fair Value". https://www.fairvalue-calculator.com/stock/ELUX-B

Peer Group

Furnishings, Fixtures & Appliances · 317 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 49 · Below median
Fair Value upside −35% · Below median
Return on equity (TTM) 4% · Below median
Return on assets 1% · Below median
Net margin (TTM) 0% · Below median
Operating margin (TTM) 1% · Below median
Revenue growth −9% · Below median
Debt / equity 3.57× · Higher than 75% of peers

Valuation Multiples vs Furnishings, Fixtures & Appliances median · lower = cheaper

P/E (TTM) 18.9× · Cheaper than median
P/B 0.24× · Cheaper than 75% of peers
P/S (TTM) 0.02× · Cheaper than 75% of peers
EV/EBITDA 2.7× · Cheaper than 75% of peers
PEG 1.02× · Cheaper than median

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 21
FUTURE0 · sector 0
PAST17 · sector 19
HEALTH0 · sector 98
DIVIDEND0 · sector 58

VALUE 0: the price sits above our fair-value range.

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

Similar stocks

10 more Furnishings, Fixtures & Appliances stocks, each showing price versus our Fair Value estimate (as of Aug 28, 2026).

Stock Price Fair Value vs Fair Value
Midea Group 000333 ¥86.98 ¥99.66 +15%
Gree Electric Appliances, Inc 000651 ¥41.58 ¥86.91 +109%
Haier Smart Home Co 600690 ¥21.79 ¥36.04 +65%
King Slide Works Co 2059 12,500 TWD 1,917 TWD −85%
Guangdong Songfa Ceramics Co 603268 ¥173.26 ¥38.83 −78%
SharkNinja, Inc SN $181.24 $89.07 −51%
Somnigroup International Inc SGI $63.65 $31.69 −50%
Mohawk Industries, Inc MHK $131.70 $119.26 −9%
Hisense Home Appliances Group 000921 ¥26.12 ¥50.62 +94%
Alliance Laundry Holdings ALH $25.91 $7.74 −70%

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Frequently asked questions

Is AB Electrolux (publ), (ELUX-B) overvalued or undervalued?
As of Aug 28, 2026, our model estimates a fair value of kr 18.11 versus a price of kr 27.72, about −35% upside (overvalued).
What is the fair value of ELUX-B?
Our model-based fair value for AB Electrolux (publ), is kr 18.11 (as of Aug 28, 2026), built from audited fundamentals. The current price: kr 27.72.
What is the quality score of ELUX-B?
AB Electrolux (publ), has a Quality Score of 49/100. 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 AB Electrolux (publ), (ELUX-B)?
AB Electrolux (publ), reported trailing-twelve-month revenue of about 128B SEK (latest available figure, as of Aug 28, 2026).
What is the net profit margin of ELUX-B?
The net profit margin of AB Electrolux (publ), is about 0.3%, meaning it keeps roughly 0.3% of revenue as net income. Based on the latest reported figures.
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