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Meko AB (MEKO) Fair Value & Analysis

Consumer Cyclical · SE · Market cap 4.4B SEK

MA Meko AB MEKO · ST
Pricekr 75.75
Fair Valuekr 36.50
Upside-51.8%
Quality54/100
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Mixed Growth
Thin margins · 0.2% net margin
Moderate debt · generates free cash flow
Mixed vs. peers (6/15)
Narrow moat 28/100
Evidence: High Range kr 21.08 – kr 49.78 Share as image

Fair value as of: Jul 16, 2026

From 24 valuation models · updated 25 days ago

Fair value updated Jul 16, 2026, revised from kr 18.25 to kr 36.50 (+100.0%) since Jun 24, 2026. Share price −3.0% over the past month.

A solid business, but screening 52% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (kr 49.78). The favourable scenario is already priced in.
  • Solid but not exceptional quality (54/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (kr 21.08 to kr 49.78) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

kr 157.47 kr 63.50 Fair Value kr 36.50 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range kr 63.50 – kr 157.47 · fair‑value band kr 21.08 – kr 49.78 · the kr 75.75 price screens above the kr 36.50 fair value. Dashed = 300-day average. As of Jul 16, 2026.

Full chart & analysis →

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Analysis

Meko AB (MEKO) currently trades at kr 75.75, while our model-based Fair Value estimate is kr 36.50, implying the stock looks roughly 51.8% overvalued today. The Quality Score stands at 54/100 (solid quality), in the Consumer Cyclical 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: high).

Over the trailing twelve months, Meko AB generated revenue of 18.2B SEK at a net margin of 0.2%. Revenue declined 2.7% year over year. It earns a return on equity of 1.1%. Net debt stands at 6.0B SEK. Fundamentals as of Jul 16, 2026

Our scenario range runs from kr 21.08 (bear case) to kr 49.78 (bull case); at kr 75.75, 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 36% below its 52-week high and 21% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -44% fair-value upside, at -52%, MEKO 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 DCF kr 115.77 kr 223.79 kr 392.68 80
Residual Income kr 69.13 kr 63.12 kr 43.68 76
Rev-Margin DCF kr 57.83 kr 119.92 kr 198.04 74
All 24 models by family
DCF Models
FCF DCF kr 116.28 kr 232.49 kr 419.73 38
Owner Earnings kr 124.65 kr 246.67 kr 443.28 31
5Y Revenue Exit kr 57.83 kr 119.47 kr 199.26 39
5Y EBITDA Exit kr 151.21 kr 306.71 kr 498.21 41
5Y P/E Exit kr 12.29 kr 28.16 kr 43.36 38
10Y Revenue Exit kr 74.55 kr 138.01 kr 227.65 36
10Y EBITDA Exit kr 136.96 kr 270.03 kr 465.79 37
10Y P/E Exit kr 47.92 kr 73.62 kr 103.46 35
Earnings-Based
Graham-Dodd kr 4.35 kr 18.25 kr 24.89 54
Lynch FV kr 4.63 kr 6.61 kr 8.60 50
PEG = 1.0 kr 4.63 kr 6.61 kr 8.60 46
EPV kr 18.95 kr 30.03 kr 39.60 59
Multiples
P/E Multiple kr 10.54 kr 14.06 kr 17.57 63
P/S Multiple kr 8.15 kr 10.86 kr 13.58 58
P/B Multiple kr 8.15 kr 10.86 kr 13.58 55
EV/EBIT kr 68.57 kr 108.52 kr 148.46 53
EV/EBITDA kr 191.11 kr 271.90 kr 352.69 54
EV/Revenue kr 29.52 kr 64.14 kr 98.75 43
Asset-Based
NCAV (Graham) kr 52.03 kr 69.72 kr 104.06 50
Growth DCF
Growth DCF kr 115.77 kr 223.79 kr 392.68 80
Rev-Margin DCF kr 57.83 kr 119.92 kr 198.04 74
Economic Profit
Residual Income kr 69.13 kr 63.12 kr 43.68 76
ROIC Compounder kr 18.95 kr 30.03 kr 39.60 72
Growth Earnings
Growth-Adj P/E kr 8.09 kr 11.55 kr 15.02 68

Widest divergence: DCF Models (kr 138.01) versus Earnings-Based (kr 6.61). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 18.2B SEK
Revenue growth (YoY) -2.7%
Net margin 0.2%
Return on equity 1.1%
Free cash flow 800M SEK FY2025
P/E ratio 98.4
More key figures
Operating margin 3.8%
EPS (TTM) kr 0.7900
EPS growth (YoY) +15.2%
Net debt 6.0B SEK FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 54/100

Of which business quality 53 · Market factors (momentum, volatility) 45

Profitability 42
Margins and returns on capital today
Quality Growth 25
Are margins and returns improving?
Cashflow 59
Earnings quality: real cash, not paper profit
Fin. Strength 34
Balance sheet, leverage, solvency risk
Investment 94
Disciplined investing over empire-building
Low Volatility 67
Calm price path (market factor)
Momentum 41
Price trend over the last 3–12 months (market factor)
52W Momentum 26
Distance to the 52-week high (market factor)
Net Issuance 84
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

Meko AB (publ), together with its subsidiaries, operates in the automotive aftermarket business in Sweden, Norway, Denmark, Finland, Poland, Estonia, Latvia, and Lithuania.

Full company description

Meko AB (publ), together with its subsidiaries, operates in the automotive aftermarket business in Sweden, Norway, Denmark, Finland, Poland, Estonia, Latvia, and Lithuania. The company distributes and retails spare parts, car accessories, consumables, tools, and workshop equipment; and offers maintenance and repair, and other related services under the FTZ, Fixus, Inter-Team, Mekonomen, MECA, Sørensen og Balchen, BilXtra, ProMeister, and CarPeople brands. It serves workshops, car dealers, retailers, and other wholesalers through its branches, affiliated workshops, and wholesale and logistics operations. The company was formerly known as Mekonomen AB (publ) and changed its name to Meko AB (publ) in May 2022. Meko AB (publ) was founded in 1973 and is headquartered in Stockholm, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Meko AB reported revenue of kr 18.4B in FY2025 versus kr 12.6B in FY2021, a compound +10.0%/yr. Reported net income was kr 36.0M in FY2025, compounding −49.9%/yr from FY2021.

Growth Quality 68/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
18.4B SEK
Latest YoY
−1.0%
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.
+8.5%
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.
+9.3%
Avg. growth/yr (25Y) 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.
+13.4%
Revenue +10.0%/yr
FY21 kr 12.6B
FY22 kr 14.4B
FY23 kr 17.3B
FY24 kr 18.5B
FY25 kr 18.4B
Net income −49.9%/yr
FY21 kr 572M
FY22 kr 454M
FY23 kr 419M
FY24 kr 433M
FY25 kr 36.0M
Character of growth · EPS growth decomposed (2014-2025) −2.7 % p.a.
Revenue per share +10.1 pp

of which total revenue +13.3 pp · buybacks/dilution −3.2 pp

EBIT margin −6.6 pp
Tax rate +0.4 pp
Residual (interest, one-offs) −6.5 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

MEKO screens 52% overvalued. Compare with Hyundai Mobis Co →

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Cite: Fair Value Calculator (2026). "Meko AB Fair Value". https://www.fairvalue-calculator.com/stock/MEKO

Peer Group

Auto Parts · 642 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 · Above median
Fair Value upside −52% · Bottom 25%
Return on equity (TTM) 1% · Bottom 25%
Return on assets 2% · Below median
Net margin (TTM) 0% · Bottom 25%
Operating margin (TTM) 4% · Below median
Revenue growth -3% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.59× · Higher than 75% of peers

Valuation Multiples vs Auto Parts median · lower = cheaper

P/E (TTM) 98.4× · Pricier than 75% of peers
P/B 0.75× · Cheaper than 75% of peers
P/S (TTM) 0.24× · Cheaper than 75% of peers
P/FCF 0.6× · Cheaper than median
EV/EBITDA 9.5× · Cheaper than median
PEG 0.81× · 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 0 · sector 16
FUTURE 0 · sector 23
PAST 4 · sector 26
HEALTH 71 · sector 95
DIVIDEND 0 · sector 30

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 Auto Parts stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
Hyundai Mobis Co 012330 482,000 KRW 678,420 KRW +41%
Magna International Inc MGAN 1,122 MXN 1,172 MXN +4%
Samvardhana Motherson International Limited MOTHERSON ₹144.17 ₹80.63 -44%
Bosch Limited BOSCHLTD ₹41,110 ₹14,004 -66%
Bharat Forge Limited BHARATFORG ₹2,117 ₹441.74 -79%
Uno Minda Limited UNOMINDA ₹1,158 ₹426.57 -63%
Schaeffler India Limited SCHAEFFLER ₹4,135 ₹1,412 -66%
Hankook Tire & Technology Co 161390 73,600 KRW 196,479 KRW +167%
MRF Limited MRF ₹131,025 ₹125,849 -4%
Sona BLW Precision Forgings Limited SONACOMS ₹792.00 ₹207.06 -74%

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Frequently asked questions

Is Meko AB (MEKO) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of kr 36.50 versus a price of kr 75.75, about −52% (overvalued).
What is the fair value of MEKO?
Our model-based fair value for Meko AB is kr 36.50 (as of Jul 16, 2026), built from audited fundamentals. The current price is kr 75.75.
What is the quality score of MEKO?
Meko AB has a Quality Score of 54/100. 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 Meko AB (MEKO)?
Meko AB reported trailing-twelve-month revenue of about 18.2B SEK (latest available figure, as of Jul 16, 2026).
What is the net profit margin of MEKO?
The net profit margin of Meko AB is about 0.2%, meaning it keeps roughly 0.2% 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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