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Karnov Group (KAR) Fair Value & Analysis

Industrials · SE · Market cap 6.8B SEK

KG Karnov Group KAR · ST
Pricekr 73.10
Fair Valuekr 123.58
Upside+69.1%
Quality60/100
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Expensive Growth
Highly profitable · 36.7% net margin
Moderate debt · generates free cash flow
Ranks above peers (9/13)
Wide moat 74/100
Evidence: High Range kr 72.78 – kr 267.06 Share as image

Fair value as of: Jul 15, 2026

From 26 valuation models · updated 26 days ago

Fair value updated Jul 15, 2026, revised from kr 122.73 to kr 123.58 (+0.7%) since Jun 24, 2026. Share price +6.7% over the past month.

A solid business, screening 69% undervalued on our models.

What matters now

  • The model range is unusually wide (kr 72.78 to kr 267.06). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid quality (60/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

kr 126.60 kr 40.10 Fair Value kr 123.58 May 2021 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

60‑month range kr 40.10 – kr 126.60 · fair‑value band kr 72.78 – kr 267.06 · the kr 73.10 price screens below the kr 123.58 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

Karnov Group (KAR) currently trades at kr 73.10, while our model-based Fair Value estimate is kr 123.58, implying the stock looks roughly 69.1% undervalued today. The Quality Score stands at 60/100 (solid quality), in the Industrials 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, Karnov Group generated revenue of 2.6B SEK at a net margin of 36.7%. Revenue declined 6.6% year over year. It earns a return on equity of 38.0%. Net debt stands at 1.4B SEK. Fundamentals as of Jul 15, 2026

Our scenario range runs from kr 72.78 (bear case) to kr 267.06 (bull case); at kr 73.10, 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 43% below its 52-week high and 16% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -35% fair-value upside, at 69%, KAR 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 15.39 kr 38.26 kr 79.58 80
Residual Income kr 72.96 kr 110.06 kr 1,092 76
Rev-Margin DCF kr 23.59 kr 57.47 kr 107.48 74
All 26 models by family
DCF Models
FCF DCF kr 16.53 kr 34.07 kr 81.49 38
Owner Earnings kr 174.71 kr 390.40 kr 819.47 31
5Y Revenue Exit kr 23.59 kr 55.44 kr 113.51 39
5Y EBITDA Exit kr 57.79 kr 130.38 kr 254.61 41
5Y P/E Exit kr 106.55 kr 253.81 kr 444.44 38
10Y Revenue Exit kr 19.87 kr 54.43 kr 101.07 36
10Y EBITDA Exit kr 44.61 kr 116.26 kr 249.31 37
10Y P/E Exit kr 77.98 kr 204.41 kr 425.68 35
Earnings-Based
Graham-Dodd kr 68.57 kr 463.82 kr 650.05 54
Lynch FV kr 136.03 kr 194.32 kr 252.62 50
PEG = 1.0 kr 136.03 kr 194.32 kr 252.62 46
EPV kr 27.45 kr 33.26 kr 38.27 59
Dividend Discount
Gordon GGM kr 8.93 kr 17.79 kr 26.93 70
DDM Multi-Stage kr 8.93 kr 15.37 kr 18.78 61
Multiples
P/E Multiple kr 158.83 kr 211.77 kr 264.71 63
P/S Multiple kr 41.15 kr 54.86 kr 68.58 58
P/B Multiple kr 113.77 kr 151.69 kr 189.62 55
EV/EBIT kr 50.05 kr 69.84 kr 89.63 53
EV/EBITDA kr 77.91 kr 106.99 kr 136.07 54
EV/Revenue kr 25.24 kr 40.05 kr 54.86 43
Asset-Based
NCAV (Graham) kr 16.85 kr 22.59 kr 33.71 50
Growth DCF
Growth DCF kr 15.39 kr 38.26 kr 79.58 80
Rev-Margin DCF kr 23.59 kr 57.47 kr 107.48 74
Economic Profit
Residual Income kr 72.96 kr 110.06 kr 1,092 76
ROIC Compounder kr 27.45 kr 33.26 kr 45.25 72
Growth Earnings
Growth-Adj P/E kr 188.25 kr 268.93 kr 349.60 68

Widest divergence: Growth Earnings (kr 268.93) versus Dividend Discount (kr 15.37). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 2.6B SEK
Revenue growth (YoY) -6.6%
Net margin 36.7%
Return on equity 38.0%
Free cash flow 171M SEK FY2025
P/E ratio 8.0
More key figures
Operating margin 15.1%
EPS (TTM) kr 8.80
EPS growth (YoY) -24.7%
Net debt 1.4B SEK FY2025

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

Quality Score breakdown

Overall quality 60/100

Of which business quality 54 · Market factors (momentum, volatility) 34

Profitability 62
Margins and returns on capital today
Quality Growth 56
Are margins and returns improving?
Cashflow 29
Earnings quality: real cash, not paper profit
Fin. Strength 45
Balance sheet, leverage, solvency risk
Investment 72
Disciplined investing over empire-building
Low Volatility 66
Calm price path (market factor)
Momentum 26
Price trend over the last 3–12 months (market factor)
52W Momentum 10
Distance to the 52-week high (market factor)
Net Issuance 81
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

Karnov Group AB (publ) provides information and workflow solutions in Denmark, Sweden, Norway, France, Spain, and Portugal. It offers research, business valuation tools, international guides and workflow solutions, and literature; legal research solutions, continued legal education, and compliance workflow solutions.

Full company description

Karnov Group AB (publ) provides information and workflow solutions in Denmark, Sweden, Norway, France, Spain, and Portugal. It offers research, business valuation tools, international guides and workflow solutions, and literature; legal research solutions, continued legal education, and compliance workflow solutions. The company provides its products under the Karnov, Norstedts Juridik, Aranzadi LA LEY, Lamy Liaisons, Notisum, Echoline, BELLA Intelligence, DIBkunnskap, and Nørskov Miljø brand names. It serves practitioners, corporate, and public sector markets. Karnov Group AB (publ) was founded in 1867 and is headquartered in Stockholm, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Karnov Group reported revenue of kr 2.6B in FY2025 versus kr 878M in FY2021, a compound +31.7%/yr. Reported net income was kr 971M in FY2025, compounding +83.9%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
2.6B SEK
Latest YoY
+1.9%
Avg. growth/yr (3Y)
+33.4%
Avg. growth/yr (5Y)
+27.9%
Avg. growth/yr (9Y)
+22.6%
Revenue +31.7%/yr
FY21 kr 878M
FY22 kr 1.1B
FY23 kr 2.5B
FY24 kr 2.6B
FY25 kr 2.6B
Net income +83.9%/yr
FY21 kr 84.9M
FY22 kr 59.9M
FY23 kr 38.2M
FY24 −kr 33.1M
FY25 kr 971M

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

Peer Group

Specialty Business Services · 255 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 60 · Above median
Fair Value upside +69% · Top 25%
Return on equity (TTM) 38% · Top 25%
Return on assets 10% · Top 25%
Net margin (TTM) 37% · Top 25%
Operating margin (TTM) 15% · Top 25%
Revenue growth -7% · Bottom 25%
Debt / equity 0.56× · Higher than median

Valuation Multiples vs Specialty Business Services median · lower = cheaper

P/E (TTM) 8.0× · Cheaper than 75% of peers
P/B 2.09× · Pricier than median
P/S (TTM) 2.61× · Pricier than 75% of peers
P/FCF 4.2× · Cheaper than median
EV/EBITDA 5.9× · 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 100 · sector 24
FUTURE 0 · sector 25
PAST 100 · sector 33
HEALTH 72 · sector 92
DIVIDEND 0 · sector 54

Insider activity: 45/100

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 Specialty Business Services stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).

Stock Price Fair Value vs Fair Value
Cintas Corporation CTAS $206.25 $95.30 -54%
RELX PLC RELX $33.70 $32.49 -4%
Thomson Reuters Corporation TRI C$133.87 C$70.40 -47%
Copart, Inc CPRT $27.61 $28.59 +4%
Global Payments Inc GPN $80.49 $69.67 -13%
RB Global, Inc RBA C$156.43 C$49.14 -69%
Brambles Limited BXB A$18.79 A$12.28 -35%
UL Solutions Inc ULS $87.76 $33.62 -62%
Wolters Kluwer N.V WKL €62.56 €103.99 +66%
Aramark ARMK $56.74 $13.73 -76%

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Frequently asked questions

Is Karnov Group (KAR) overvalued or undervalued?
As of Jul 15, 2026, our model estimates a fair value of kr 123.58 versus a price of kr 73.10, about +69% (undervalued).
What is the fair value of KAR?
Our model-based fair value for Karnov Group is kr 123.58 (as of Jul 15, 2026), built from audited fundamentals. The current price is kr 73.10.
What is the quality score of KAR?
Karnov Group has a Quality Score of 60/100. 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 Karnov Group (KAR)?
Karnov Group reported trailing-twelve-month revenue of about 2.6B SEK (latest available figure, as of Jul 15, 2026).
What is the net profit margin of KAR?
The net profit margin of Karnov Group is about 36.7%, meaning it keeps roughly 36.7% 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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