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Instabank ASA (INSTA) Fair Value & Analysis

Financial Services · NO · Market cap 2.2B NOK

IA Instabank ASA INSTA · OL
Pricekr 4.80
Fair Valuekr 2.94
Upside-38.7%
Quality27/100
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Expensive Growth
Highly profitable · 30.2% net margin
Low debt · negative free cash flow
1.93% dividend yield
Trails peers (5/13)
Wide moat 67/100
Evidence: Medium Range kr 2.21 – kr 3.68 Share as image

Fair value as of: Jul 19, 2026

From 6 valuation models · updated 21 days ago

Share price +11.6% over the past month.

Below-average quality, and screening another 39% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (kr 3.68). The favourable scenario is already priced in.
  • Weak quality (27/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

kr 4.98 kr 1.40 Fair Value kr 2.94 May 2021 Aug 2026

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

How to read this chart

60‑month range kr 1.40 – kr 4.98 · fair‑value band kr 2.21 – kr 3.68 · the kr 4.80 price screens above the kr 2.94 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.

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Analysis

Instabank ASA (INSTA) currently trades at kr 4.80, while our model-based Fair Value estimate is kr 2.94, implying the stock looks roughly 38.7% overvalued today. The Quality Score stands at 27/100 (below-average quality), in the Financial 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, Instabank ASA generated revenue of 438M NOK at a net margin of 30.2%. Revenue grew 27.0% year over year. It earns a return on equity of 10.7%. Net debt stands at 271M NOK. Fundamentals as of Jul 19, 2026

Our scenario range runs from kr 2.21 (bear case) to kr 3.68 (bull case); at kr 4.80, 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 near its 52-week high and 111% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 42% fair-value upside, at -39%, INSTA 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
Residual Income kr 2.52 kr 2.73 kr 3.43 76
Gordon GGM kr 0.5800 kr 1.15 kr 1.74 70
P/E Multiple kr 2.60 kr 3.46 kr 4.33 63
All 6 models by family
Dividend Discount
Gordon GGM kr 0.5800 kr 1.15 kr 1.74 70
DDM Multi-Stage kr 0.5800 kr 0.9900 kr 1.21 61
Multiples
P/E Multiple kr 2.60 kr 3.46 kr 4.33 63
P/B Multiple kr 3.16 kr 4.21 kr 5.26 55
Asset-Based
NCAV (Graham) kr 1.50 kr 2.01 kr 3.01 50
Economic Profit
Residual Income kr 2.52 kr 2.73 kr 3.43 76

Widest divergence: Multiples (kr 3.46) versus Dividend Discount (kr 0.9900). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 438M NOK
Revenue growth (YoY) +27.0%
Net margin 30.2%
Return on equity 10.7%
Free cash flow −404M NOK FY2025
P/E ratio 15.6
More key figures
Operating margin 37.0%
EPS (TTM) kr 0.3000
Dividend yield 1.9%
EPS growth (YoY) +16.7%
Net debt 271M NOK FY2025

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

Quality Score breakdown

Overall quality 27/100

Of which business quality 23 · Market factors (momentum, volatility) 87

Profitability 32
Margins and returns on capital today
Quality Growth 56
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Investment 34
Disciplined investing over empire-building
Low Volatility 88
Calm price path (market factor)
Momentum 79
Price trend over the last 3–12 months (market factor)
52W Momentum 100
Distance to the 52-week high (market factor)
Net Issuance 0
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

Instabank ASA provides various banking products and services in Norway. It accepts deposits and saving and investment accounts; offers consumer and secured loans, refinance, and credit cards, as well as loans for vehicles and boats; and provides credit cards. The company also provides payment, car, travel, contents, and dental health insurance products.

Full company description

Instabank ASA provides various banking products and services in Norway. It accepts deposits and saving and investment accounts; offers consumer and secured loans, refinance, and credit cards, as well as loans for vehicles and boats; and provides credit cards. The company also provides payment, car, travel, contents, and dental health insurance products. Instabank ASA was incorporated in 2016 and is based in Oslo, Norway.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Instabank ASA reported revenue of kr 610M in FY2025 versus kr 359M in FY2021, a compound +14.2%/yr. Reported net income was kr 123M in FY2025, compounding +10.1%/yr from FY2021.

Growth Quality 57/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
610M NOK
Latest YoY
−22.5%
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.
+12.3%
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.
+14.2%
Avg. growth/yr (9Y) 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.
+64.4%
Revenue +14.2%/yr
FY21 kr 359M
FY22 kr 431M
FY23 kr 646M
FY24 kr 788M
FY25 kr 610M
Net income +10.1%/yr
FY21 kr 83.5M
FY22 kr 82.2M
FY23 kr 101M
FY24 kr 98.1M
FY25 kr 123M

INSTA screens 39% overvalued. Compare with PT Bank Central Asia Tbk →

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Cite: Fair Value Calculator (2026). "Instabank ASA Fair Value". https://www.fairvalue-calculator.com/stock/INSTA

Peer Group

Banks - Regional · 1083 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 26 · Bottom 25%
Fair Value upside −39% · Bottom 25%
Return on equity (TTM) 11% · Above median
Return on assets 1% · Top 25%
Net margin (TTM) 30% · Above median
Operating margin (TTM) 37% · Below median
Revenue growth 27% · Top 25%
Dividend yield (TTM) 1.9% · Below median
Debt / equity 0.14× · Lower than median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 15.6× · Pricier than 75% of peers
P/B 1.55× · Pricier than 75% of peers
P/S (TTM) 4.91× · Pricier than 75% of peers
EV/EBITDA 16.6× · 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 39
FUTURE 100 · sector 44
PAST 43 · sector 41
HEALTH 93 · sector 85
DIVIDEND 39 · sector 49

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

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
PT Bank Central Asia Tbk BBCA 6,175 IDR 6,087 IDR -1%
KB Financial Group 105560 184,400 KRW 213,797 KRW +16%
PT Bank Rakyat Indonesia (Persero) Tbk BBRI 2,970 IDR 4,891 IDR +65%
PT Bank Mandiri (Persero) Tbk BMRI 4,310 IDR 7,841 IDR +82%
Banco Bradesco S.A BBD 5,120 ARS 10,240 ARS +100%
Shinhan Financial Group 055550 107,900 KRW 137,259 KRW +27%
Hana Financial Group 086790 136,800 KRW 193,969 KRW +42%
Lloyds Banking Group LYG 4,138 ARS 8,275 ARS +100%
Banco de Chile, CHILE 193.10 CLP 152.55 CLP -21%
Joint Stock Commercial Bank for Foreign Trade of Vietnam, VCB 59,400 VND 84,201 VND +42%

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Frequently asked questions

Is Instabank ASA (INSTA) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of kr 2.94 versus a price of kr 4.80, about −39% (overvalued).
What is the fair value of INSTA?
Our model-based fair value for Instabank ASA is kr 2.94 (as of Jul 19, 2026), built from audited fundamentals. The current price is kr 4.80.
What is the quality score of INSTA?
Instabank ASA has a Quality Score of 27/100. 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 Instabank ASA (INSTA)?
Instabank ASA reported trailing-twelve-month revenue of about 438M NOK (latest available figure, as of Jul 19, 2026).
What is the net profit margin of INSTA?
The net profit margin of Instabank ASA is about 30.2%, meaning it keeps roughly 30.2% of revenue as net income. Based on the latest reported figures.
Does Instabank ASA pay a dividend?
Instabank ASA currently shows a dividend yield of about 2.15% relative to its recent price (as of Jul 19, 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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