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Gapwaves AB (GAPW-B) Fair Value & Analysis

Technology · SE · Market cap 603M SEK (≈ $63.2M) · ISIN SE0009155518

What is Gapwaves AB really worth?

GA Gapwaves AB GAPW-B · ST
Pricekr 11.78
Fair Valuekr 2.70
Upside−77.1%
Quality56/100

A solid business, but trading 336% above our fair value of kr 2.70.

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Risks

!Expensive Growth (revenue 5y +41.0 %/yr)
!Loss-making · -70.1% net margin
!Low debt · negative free cash flow
!Trails peers (3/10)
!Narrow moat 12/100
!Evidence only low, so the estimate is less certain
Evidence: Low Range kr 1.78 – kr 3.37

Fair value as of: Aug 19, 2026

From 1 valuation models · updated 16 days ago

Share price −12.1% 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 3.37). The favourable scenario is already priced in.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (kr 1.78 to kr 3.37) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

kr 73.10 kr 10.00 Fair Value kr 2.70 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 19, 2026.

How to read this chart

60‑month range kr 10.00 – kr 73.10 · fair‑value band kr 1.78 – kr 3.37 · the kr 11.78 price screens above the kr 2.70 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 19, 2026.

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Analysis

Gapwaves AB (GAPW-B) currently trades at kr 11.78, while our model-based Fair Value estimate is kr 2.70, implying the stock looks roughly 336.3% overvalued today. The Quality Score stands at 56/100 (solid quality), in the Technology sector. How firm this estimate is: it rests on 1 models at a data quality of 95/100, which puts the evidence level at low.

Over the trailing twelve months, Gapwaves AB generated revenue of 89.1M SEK at a net margin of −70.1%. Revenue declined 17.4% year over year. It earns a return on equity of −60.6%. The balance sheet holds a net cash position of 73.6M SEK. Fundamentals as of Aug 19, 2026

Our scenario range runs from kr 1.78 (bear case) to kr 3.37 (bull case); at kr 11.78, 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 62% below its 52-week high and 20% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at −52% fair-value upside, at −77%, GAPW-B screens richer than that median.

Fair Value models

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
NCAV (Graham) best evidence kr 2.04 kr 2.74 kr 4.08 54
All 1 models by family
Asset-Based
NCAV (Graham) best evidence kr 2.04 kr 2.74 kr 4.08 54

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Key figures & financial health

P/S ratio 6.77 TTM
EPS (TTM) kr −1.96
Net margin −64.3% FY2025
Return on equity −60.6% TTM
Return on assets (EBIT) −24.8% avg 5y
Operating margin −48.7% TTM
More key figures
Growth
Revenue (TTM) 89.1M SEK TTM
Revenue growth (YoY) −17.4% 3y avg +12.3%
Balance sheet & cash flow
Free cash flow −32.5M SEK FY2025
Net cash 73.6M SEK FY2025

Figures from reported company fundamentals · as of Aug 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 56/100

Of which business quality 54 · Market factors (momentum, volatility) 13

Profitability 7
Margins and returns on capital today
Quality Growth 73
Are margins and returns improving?
Cashflow 1
Earnings quality: real cash, not paper profit
Fin. Strength 99
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 16
Calm price path (market factor)
Momentum 17
Price trend over the last 3–12 months (market factor)
52W Momentum 5
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.

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

Gapwaves AB (publ) designs, develops, manufactures, and delivers waveguide products in Sweden, rest of European Union, and internationally. The company offers automotive radar, traffic management, 5G phased arrays, defense radar, and flat panel antennas, as well as flange adapters and waveguide filters.

Full company description

Gapwaves AB (publ) designs, develops, manufactures, and delivers waveguide products in Sweden, rest of European Union, and internationally. The company offers automotive radar, traffic management, 5G phased arrays, defense radar, and flat panel antennas, as well as flange adapters and waveguide filters. Its products are used for industrial automation, telecom, smart cities, and civil-military applications. Gapwaves AB (publ) was incorporated in 2011 and is headquartered in Gothenburg, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Gapwaves AB reported revenue of 90.6M SEK in FY2025 versus 34.9M SEK in FY2021, a compound +27.0%/yr. Reported net income was −58.2M SEK in FY2025.

Growth Quality 44/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
90.6M SEK
Latest YoY
+37.0%
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.
+12.3%
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.
+41.0%
Avg. revenue growth/yr (12Y) 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.
+52.0%
Value creation/yr We only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed
Revenue +27.0%/yr
FY21 34.9M SEK
FY22 64.0M SEK
FY23 27.5M SEK
FY24 66.1M SEK
FY25 90.6M SEK
Net income
FY21 −36.3M SEK
FY22 −15.3M SEK
FY23 −69.2M SEK
FY24 −52.1M SEK
FY25 −58.2M SEK

GAPW-B screens 336% overvalued. Compare with Cisco Systems, Inc →

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Cite: Fair Value Calculator (2026). "Gapwaves AB Fair Value". https://www.fairvalue-calculator.com/stock/GAPW-B

Peer Group

Communication Equipment · 302 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 −77% · Bottom 25%
Return on assets −21% · Bottom 25%
Net margin (TTM) −70% · Bottom 25%
Operating margin (TTM) −49% · Bottom 25%
Revenue growth −17% · Bottom 25%

Valuation Multiples vs Communication Equipment median · lower = cheaper

P/B 0.54× · Cheaper than 75% of peers
P/S (TTM) 0.71× · 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 0
FUTURE0 · sector 39
PAST0 · sector 15
HEALTH100 · sector 98
DIVIDEND0 · sector 22

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 Communication Equipment stocks, each showing price versus our Fair Value estimate (as of Aug 19, 2026).

Stock Price Fair Value vs Fair Value
Cisco Systems, Inc CSCO $112.15 $61.53 −45%
Zhongji Innolight Co 300308 ¥866.12 ¥171.09 −80%
Foxconn Industrial Internet Co 601138 ¥61.83 ¥28.65 −54%
Eoptolink Technology Inc 300502 ¥429.90 ¥176.99 −59%
Nokia Oyj NOK $10.21 $3.78 −63%
Motorola Solutions, Inc MSI $491.24 $236.33 −52%
Yangtze Optical Fibre And Cable Joint Stock Limited 601869 ¥400.03 ¥201.38 −50%
Suzhou TFC Optical Communication Co 300394 ¥276.25 ¥43.67 −84%
Telefonaktiebolaget LM Ericsson (publ), ERIC $10.13 $19.85 +96%
Accton Technology Corporation 2345 2,270 TWD 1,135 TWD −50%

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Frequently asked questions

Is Gapwaves AB (GAPW-B) overvalued or undervalued?
As of Aug 19, 2026, our model estimates a fair value of kr 2.70 versus a price of kr 11.78, about −77% upside (overvalued).
What is the fair value of GAPW-B?
Our model-based fair value for Gapwaves AB is kr 2.70 (as of Aug 19, 2026), built from audited fundamentals. The current price: kr 11.78.
What is the quality score of GAPW-B?
Gapwaves 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 Gapwaves AB (GAPW-B)?
Gapwaves AB reported trailing-twelve-month revenue of about 89.1M SEK (latest available figure, as of Aug 19, 2026).
What is the net profit margin of GAPW-B?
The net profit margin of Gapwaves AB is about −70.1%, meaning it is currently running at a net loss. Based on the latest reported figures.
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