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Hemnet Group (HEM) Fair Value & Analysis

Communication Services · SE · Market cap 7.8B SEK

HG Hemnet Group HEM · ST
Pricekr 88.80
Fair Valuekr 101.56
Upside+14.4%
Quality87/100
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Healthy Growth
Highly profitable · 32.2% net margin
Moderate debt · generates free cash flow
2.33% dividend yield
Ranks above peers (10/14)
Wide moat 88/100
Evidence: High Range kr 74.66 – kr 367.26 Share as image

Fair value as of: Jul 17, 2026

From 24 valuation models · updated 23 days ago

Fair value updated Jul 17, 2026, revised from kr 100.59 to kr 101.56 (+1.0%) since Jul 16, 2026. Share price +8.1% over the past month.

A strong business, screening 14% undervalued on our models.

What matters now

  • The model range is unusually wide (kr 74.66 to kr 367.26). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Our model range runs from kr 74.66 (bear) to kr 367.26 (bull), base kr 101.56. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 87/100 (high quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

kr 413.76 kr 66.80 Fair Value kr 101.56 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 66.80 – kr 413.76 · fair‑value band kr 74.66 – kr 367.26 · the kr 88.80 price screens below the kr 101.56 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

Hemnet Group (HEM) currently trades at kr 88.80, while our model-based Fair Value estimate is kr 101.56, implying the stock looks roughly 14.4% undervalued today. The Quality Score stands at 87/100 (high quality), in the Communication Services 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, Hemnet Group generated revenue of 1.4B SEK at a net margin of 32.2%. Revenue declined 24.7% year over year. It earns a return on equity of 42.4%. Net debt stands at 516M SEK. Fundamentals as of Jul 17, 2026

Our scenario range runs from kr 74.66 (bear case) to kr 367.26 (bull case); at kr 88.80, the current price sits within 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 71% below its 52-week high and 1% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 2% fair-value upside, at 14%, HEM 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 BearBaseBull Evidence
Highest evidence
Growth DCF kr 98.20 kr 192.12 kr 343.43 80
Residual Income kr 51.83 kr 81.81 kr 1,413 76
Rev-Margin DCF kr 61.34 kr 105.50 kr 198.58 74
All 24 models by family
DCF Models
FCF DCF kr 104.94 kr 164.68 kr 350.94 38
Owner Earnings kr 100.41 kr 229.54 kr 490.67 31
5Y Revenue Exit kr 55.51 kr 91.38 kr 165.74 39
5Y EBITDA Exit kr 85.46 kr 151.94 kr 282.15 41
5Y P/E Exit kr 99.96 kr 227.77 kr 401.47 38
10Y Revenue Exit kr 69.71 kr 139.07 kr 176.75 36
10Y EBITDA Exit kr 92.70 kr 202.09 kr 389.20 37
10Y P/E Exit kr 103.05 kr 232.60 kr 444.38 35
Earnings-Based
Graham-Dodd kr 41.35 kr 288.36 kr 404.67 54
Lynch FV kr 148.98 kr 212.82 kr 276.67 50
PEG = 1.0 kr 148.98 kr 212.82 kr 276.67 46
EPV kr 51.37 kr 60.39 kr 68.18 59
Multiples
P/E Multiple kr 100.33 kr 133.77 kr 167.22 63
P/S Multiple kr 46.81 kr 62.42 kr 78.02 58
P/B Multiple kr 32.87 kr 43.83 kr 54.79 55
EV/EBIT kr 88.67 kr 120.15 kr 151.63 53
EV/EBITDA kr 74.93 kr 101.82 kr 128.72 54
EV/Revenue kr 31.68 kr 47.73 kr 63.78 43
Asset-Based
NCAV (Graham) kr 6.26 kr 8.39 kr 12.52 50
Growth DCF
Growth DCF kr 98.20 kr 192.12 kr 343.43 80
Rev-Margin DCF kr 61.34 kr 105.50 kr 198.58 74
Economic Profit
Residual Income kr 51.83 kr 81.81 kr 1,413 76
ROIC Compounder kr 69.14 kr 108.51 kr 159.94 72
Growth Earnings
Growth-Adj P/E kr 197.75 kr 282.51 kr 367.26 68

Widest divergence: Growth Earnings (kr 282.51) versus Asset-Based (kr 8.39). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 1.4B SEK
Revenue growth (YoY) -24.7%
Net margin 32.2%
Return on equity 42.4%
Free cash flow 596M SEK FY2025
P/E ratio 18.6
More key figures
Operating margin 26.5%
EPS (TTM) kr 4.92
Dividend yield 2.1%
EPS growth (YoY) -51.9%
Net debt 516M SEK FY2025

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

Quality Score breakdown

Overall quality 87/100

Of which business quality 83 · Market factors (momentum, volatility) 20

Profitability 89
Margins and returns on capital today
Quality Growth 56
Are margins and returns improving?
Cashflow 86
Earnings quality: real cash, not paper profit
Fin. Strength 73
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 54
Calm price path (market factor)
Momentum 7
Price trend over the last 3–12 months (market factor)
52W Momentum 5
Distance to the 52-week high (market factor)
Net Issuance 97
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

Hemnet Group AB (publ) operates a residential property platform in Sweden. The company connects property buyers, sellers, and real estate agents in one platform. The company was founded in 1998 and is headquartered in Stockholm, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Hemnet Group reported revenue of kr 1.5B in FY2025 versus kr 728M in FY2021, a compound +20.3%/yr. Reported net income was kr 521M in FY2025, compounding +35.1%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
1.5B SEK
Latest YoY
+9.5%
Avg. growth/yr (3Y)
+19.7%
Avg. growth/yr (5Y)
+22.9%
Avg. growth/yr (10Y)
+194.5%
Revenue +20.3%/yr
FY21 kr 728M
FY22 kr 889M
FY23 kr 1.0B
FY24 kr 1.4B
FY25 kr 1.5B
Net income +35.1%/yr
FY21 kr 157M
FY22 kr 294M
FY23 kr 339M
FY24 kr 339M
FY25 kr 521M

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Cite: Fair Value Calculator (2026). "Hemnet Group Fair Value". https://www.fairvalue-calculator.com/stock/HEM

Peer Group

Internet Content & Information · 151 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 87 · Top 25%
Fair Value upside +14% · Above median
Return on equity (TTM) 42% · Top 25%
Return on assets 18% · Top 25%
Net margin (TTM) 32% · Top 25%
Operating margin (TTM) 26% · Top 25%
Revenue growth -25% · Bottom 25%
Dividend yield (TTM) 2.3% · Above median
Debt / equity 0.56× · Higher than 75% of peers

Valuation Multiples vs Internet Content & Information median · lower = cheaper

P/E (TTM) 17.6× · Cheaper than median
P/B 7.32× · Pricier than 75% of peers
P/S (TTM) 5.43× · Pricier than 75% of peers
P/FCF 1.4× · Cheaper than median
EV/EBITDA 12.6× · Cheaper 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 53 · sector 0
FUTURE 0 · sector 31
PAST 100 · sector 10
HEALTH 72 · sector 99
DIVIDEND 47 · sector 43

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 Internet Content & Information stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Alphabet Inc GOOGL $354.46 $145.14 -59%
Meta Platforms, Inc META $669.21 $534.91 -20%
Tencent Holdings 0700 HK$460.20 HK$467.50 +2%
Spotify Technology S.A SPOT $485.38 $209.56 -57%
Baidu, Inc BIDU $113.30 $451.51 +299%
Reddit, Inc RDDT $195.34 $39.59 -80%
Kuaishou Technology, an investment holding company, 1024 HK$44.70 HK$101.03 +126%
NAVER Corporation 035420 191,300 KRW 231,585 KRW +21%
Tencent Music Entertainment Group 1698 HK$34.74 HK$65.78 +89%
REA Group REA A$149.14 A$88.53 -41%

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Frequently asked questions

Is Hemnet Group (HEM) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of kr 101.56 versus a price of kr 88.80, about +14% (undervalued).
What is the fair value of HEM?
Our model-based fair value for Hemnet Group is kr 101.56 (as of Jul 17, 2026), built from audited fundamentals. The current price is kr 88.80.
What is the quality score of HEM?
Hemnet Group has a Quality Score of 87/100. 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 Hemnet Group (HEM)?
Hemnet Group reported trailing-twelve-month revenue of about 1.4B SEK (latest available figure, as of Jul 17, 2026).
What is the net profit margin of HEM?
The net profit margin of Hemnet Group is about 32.2%, meaning it keeps roughly 32.2% of revenue as net income. Based on the latest reported figures.
Does Hemnet Group pay a dividend?
Hemnet Group currently shows a dividend yield of about 2.12% 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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