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Envar Holding (ENVAR) Fair Value & Analysis

Communication Services · SE · Market cap 538M SEK

EH Envar Holding ENVAR · ST
Pricekr 56.60
Fair Valuekr 20.67
Upside-63.5%
Quality56/100
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Expensive Growth
Thin margins · 9.6% net margin
negative free cash flow
Mixed vs. peers (5/11)
Moderate moat 52/100
Evidence: Medium Range kr 16.17 – kr 24.86 Share as image

Fair value as of: Jul 15, 2026

From 14 valuation models · updated 26 days ago

Fair value updated Jul 15, 2026, revised from kr 21.55 to kr 20.67 (−4.1%) since Jun 24, 2026. Share price +25.2% over the past month.

A solid business, but screening 63% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (kr 24.86). The favourable scenario is already priced in.
  • Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (20 months)

kr 68.20 kr 15.30 Fair Value kr 20.67 Dec 2024 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.

How to read this chart

20‑month range kr 15.30 – kr 68.20 · fair‑value band kr 16.17 – kr 24.86 · the kr 56.60 price screens above the kr 20.67 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.

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Analysis

Envar Holding (ENVAR) currently trades at kr 56.60, while our model-based Fair Value estimate is kr 20.67, implying the stock looks roughly 63.5% overvalued today. The Quality Score stands at 56/100 (solid quality), in the Communication Services 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: medium).

Over the trailing twelve months, Envar Holding generated revenue of 125M SEK at a net margin of 9.5%. Revenue grew 41.6% year over year. It earns a return on equity of 13.7%. The stock trades on a trailing P/E of 47.8. Fundamentals as of Jul 15, 2026

Our scenario range runs from kr 16.17 (bear case) to kr 24.86 (bull case); at kr 56.60, 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 share trades about 22% below its 52-week high and 164% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -19% fair-value upside, at -63%, ENVAR 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 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-Adj P/E kr 19.40 kr 27.72 kr 36.03 68
ROIC Compounder kr 13.96 kr 17.39 kr 21.70 67
P/E Multiple kr 15.43 kr 20.57 kr 25.72 63
All 14 models by family
Earnings-Based
Graham-Dodd kr 6.66 kr 46.46 kr 65.20 54
Lynch FV kr 14.39 kr 20.56 kr 26.72 50
PEG = 1.0 kr 14.39 kr 20.56 kr 26.72 46
EPV kr 12.33 kr 13.48 kr 14.43 59
Multiples
P/E Multiple kr 15.43 kr 20.57 kr 25.72 63
P/S Multiple kr 11.42 kr 15.23 kr 19.04 58
P/B Multiple kr 12.49 kr 16.66 kr 20.82 55
EV/EBIT kr 20.89 kr 26.54 kr 32.20 53
EV/EBITDA kr 17.53 kr 22.06 kr 26.60 54
EV/Revenue kr 13.51 kr 17.63 kr 21.74 43
Asset-Based
NCAV (Graham) kr 3.59 kr 4.81 kr 7.18 50
Economic Profit
Residual Income kr 6.52 kr 7.67 kr 14.67 61
ROIC Compounder kr 13.96 kr 17.39 kr 21.70 67
Growth Earnings
Growth-Adj P/E kr 19.40 kr 27.72 kr 36.03 68

Widest divergence: Growth Earnings (kr 27.72) versus Asset-Based (kr 4.81). Highest evidence: Growth-Adj P/E (68).

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Key figures & financial health

Revenue (TTM) 125M SEK
Revenue growth (YoY) +41.6%
Net margin 9.5%
Return on equity 13.7%
Free cash flow −10.5M SEK FY2025
P/E ratio 47.8
More key figures
Operating margin 9.4%
EPS (TTM) kr 0.9500

Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 56/100

Of which business quality 60 · Market factors (momentum, volatility) 60

Profitability 69
Margins and returns on capital today
Quality Growth 70
Are margins and returns improving?
Cashflow 22
Earnings quality: real cash, not paper profit
Fin. Strength 100
Balance sheet, leverage, solvency risk
Investment 0
Disciplined investing over empire-building
Low Volatility 0
Calm price path (market factor)
Momentum 86
Price trend over the last 3–12 months (market factor)
52W Momentum 83
Distance to the 52-week high (market factor)
Net Issuance 82
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

Envar Holding AB (publ) engages in the outsourcing and development of graphic design, 3D graphics, animations, publishing, and illustrations for game development companies or other companies in the entertainment industry. Envar Holding AB (publ) was founded in 2020 and is based in Stockholm, Sweden.

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

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

Envar Holding reported revenue of kr 95.2M in FY2025 versus kr 54.9M in FY2022, a compound +20.1%/yr. Reported net income was kr 12.2M in FY2025, compounding −8.4%/yr from FY2022.

Growth Quality 57/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
95.2M SEK
Latest YoY
+30.2%
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.
+20.1%
Revenue +20.1%/yr
FY22 kr 54.9M
FY23 kr 65.2M
FY24 kr 73.1M
FY25 kr 95.2M
Net income −8.4%/yr
FY22 kr 16.0M
FY23 kr 913K
FY24 kr 11.0M
FY25 kr 12.2M

ENVAR screens 63% overvalued. Compare with NetEase, Inc →

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Cite: Fair Value Calculator (2026). "Envar Holding Fair Value". https://www.fairvalue-calculator.com/stock/ENVAR

Peer Group

Electronic Gaming & Multimedia · 152 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 · Below median
Fair Value upside −64% · Bottom 25%
Return on equity (TTM) 14% · Above median
Return on assets 9% · Top 25%
Net margin (TTM) 10% · Above median
Operating margin (TTM) 10% · Above median
Revenue growth 32% · Top 25%

Valuation Multiples vs Electronic Gaming & Multimedia median · lower = cheaper

P/E (TTM) 45.3× · Pricier than 75% of peers
P/B 5.99× · Pricier than 75% of peers
P/S (TTM) 4.33× · Pricier than 75% of peers
EV/EBITDA 30.7× · 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 0 · sector 15
FUTURE 100 · sector 10
PAST 55 · sector 11
HEALTH 0 · sector 99
DIVIDEND 0 · sector 41

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

Insider activity: 40/100

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 Electronic Gaming & Multimedia stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).

Stock Price Fair Value vs Fair Value
NetEase, Inc 9999 HK$202.60 HK$192.74 -5%
Electronic Arts Inc EA $207.27 $76.57 -63%
Take-Two Interactive Software, Inc TTWO $237.04 $60.45 -74%
Roblox Corporation RBLX $57.07 $21.20 -63%
Zhejiang Century Huatong Group 002602 ¥14.04 ¥14.68 +5%
KRAFTON, Inc 259960 240,500 KRW 395,557 KRW +64%
Kunlun Tech Co 300418 ¥44.61 ¥6.87 -85%
Giant Network Group 002558 ¥29.98 ¥15.69 -48%
International Games System Co 3293 704.00 TWD 568.16 TWD -19%
37 Interactive Entertainment Network Technology Group 002555 ¥19.02 ¥22.29 +17%

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Frequently asked questions

Is Envar Holding (ENVAR) overvalued or undervalued?
As of Jul 15, 2026, our model estimates a fair value of kr 20.67 versus a price of kr 56.60, about −63% (overvalued).
What is the fair value of ENVAR?
Our model-based fair value for Envar Holding is kr 20.67 (as of Jul 15, 2026), built from audited fundamentals. The current price is kr 56.60.
What is the quality score of ENVAR?
Envar Holding 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 Envar Holding (ENVAR)?
Envar Holding reported trailing-twelve-month revenue of about 125M SEK (latest available figure, as of Jul 15, 2026).
What is the net profit margin of ENVAR?
The net profit margin of Envar Holding is about 9.5%, meaning it keeps roughly 9.5% 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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