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Mips AB (MIPS) Fair Value & Analysis

Consumer Cyclical · SE · Market cap 10.2B SEK

MA Mips AB MIPS · ST
Pricekr 398.00
Fair Valuekr 77.01
Upside-80.7%
Quality69/100
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Healthy Growth
Highly profitable · 22.9% net margin
Moderate debt · generates free cash flow
0.70% dividend yield
Mixed vs. peers (6/14)
Wide moat 78/100
Evidence: High Range kr 57.76 – kr 139.17 Share as image

Fair value as of: Jul 19, 2026

From 24 valuation models · updated 22 days ago

Fair value updated Jul 19, 2026, revised from kr 84.86 to kr 77.01 (−9.3%) since Jun 24, 2026. Share price +60.9% over the past month.

A solid business, but screening 81% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (kr 139.17). The favourable scenario is already priced in.
  • Solid but not exceptional quality (69/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (kr 57.76 to kr 139.17) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

kr 1,162 kr 210.18 Fair Value kr 77.01 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 210.18 – kr 1,162 · fair‑value band kr 57.76 – kr 139.17 · the kr 398.00 price screens above the kr 77.01 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.

Full chart & analysis →

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Analysis

Mips AB (MIPS) currently trades at kr 398.00, while our model-based Fair Value estimate is kr 77.01, implying the stock looks roughly 80.7% overvalued today. The Quality Score stands at 69/100 (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, Mips AB generated revenue of 568M SEK at a net margin of 22.9%. Revenue grew 30.2% year over year. It earns a return on equity of 20.8%. Net debt stands at 113M SEK. Fundamentals as of Jul 19, 2026

Our scenario range runs from kr 57.76 (bear case) to kr 139.17 (bull case); at kr 398.00, 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 last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 15% below its 52-week high and 95% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 2% fair-value upside, at -81%, MIPS 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 BearBaseBull Evidence
Highest evidence
Growth DCF kr 79.11 kr 150.04 kr 293.40 80
Residual Income kr 30.15 kr 40.20 kr 185.58 76
Rev-Margin DCF kr 34.99 kr 60.79 kr 109.87 74
All 24 models by family
DCF Models
FCF DCF kr 84.32 kr 134.60 kr 294.72 38
Owner Earnings kr 73.08 kr 170.59 kr 375.30 31
5Y Revenue Exit kr 34.32 kr 52.57 kr 90.01 39
5Y EBITDA Exit kr 65.54 kr 115.72 kr 214.00 41
5Y P/E Exit kr 77.09 kr 174.52 kr 306.97 38
10Y Revenue Exit kr 48.71 kr 89.44 kr 108.58 36
10Y EBITDA Exit kr 72.27 kr 156.68 kr 301.15 37
10Y P/E Exit kr 80.69 kr 181.54 kr 346.58 35
Earnings-Based
Graham-Dodd kr 30.80 kr 214.81 kr 301.46 54
Lynch FV kr 84.73 kr 121.04 kr 157.35 50
PEG = 1.0 kr 84.73 kr 121.04 kr 157.35 46
EPV kr 39.06 kr 46.13 kr 52.32 59
Multiples
P/E Multiple kr 74.74 kr 99.66 kr 124.57 63
P/S Multiple kr 18.11 kr 24.14 kr 30.18 58
P/B Multiple kr 57.76 kr 77.01 kr 96.26 55
EV/EBIT kr 76.14 kr 102.64 kr 129.14 53
EV/EBITDA kr 56.09 kr 75.91 kr 95.73 54
EV/Revenue kr 13.54 kr 20.78 kr 28.03 43
Asset-Based
NCAV (Graham) kr 10.61 kr 14.21 kr 21.21 50
Growth DCF
Growth DCF kr 79.11 kr 150.04 kr 293.40 80
Rev-Margin DCF kr 34.99 kr 60.79 kr 109.87 74
Economic Profit
Residual Income kr 30.15 kr 40.20 kr 185.58 76
ROIC Compounder kr 52.88 kr 82.83 kr 102.09 72
Growth Earnings
Growth-Adj P/E kr 108.90 kr 155.57 kr 202.25 68

Widest divergence: Growth Earnings (kr 155.57) versus Asset-Based (kr 14.21). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 568M SEK
Revenue growth (YoY) +30.2%
Net margin 22.9%
Return on equity 20.8%
Free cash flow 138M SEK FY2025
P/E ratio 61.3
More key figures
Operating margin 27.8%
EPS (TTM) kr 6.28
Dividend yield 0.7%
EPS growth (YoY) +53.5%
Net debt 113M SEK FY2025

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

Quality Score breakdown

Overall quality 69/100

Of which business quality 67 · Market factors (momentum, volatility) 47

Profitability 61
Margins and returns on capital today
Quality Growth 22
Are margins and returns improving?
Cashflow 85
Earnings quality: real cash, not paper profit
Fin. Strength 78
Balance sheet, leverage, solvency risk
Investment 68
Disciplined investing over empire-building
Low Volatility 16
Calm price path (market factor)
Momentum 62
Price trend over the last 3–12 months (market factor)
52W Momentum 57
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

Mips AB (publ) develops, manufactures, and sells helmet-based safety systems in North America, Europe, Sweden, Asia, and Australia.

Full company description

Mips AB (publ) develops, manufactures, and sells helmet-based safety systems in North America, Europe, Sweden, Asia, and Australia. The company provides sport helmets, which include bike, snow, equestrian, and team sports helmets, as well as other helmets, such as climbing, snowmobiling, and white-water rafting helmets; moto helmets comprising on-road and off-road helmets, including scooter, snowmobiling, car driving, and other helmets for travel and high speed activities; and safety helmets for construction, manufacturing, mining, and oil industries, as well as military, police force, and rescue services. Mips AB (publ) company was founded in 1996 and is headquartered in Täby, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Mips AB reported revenue of kr 533M in FY2025 versus kr 608M in FY2021, a compound −3.2%/yr. Reported net income was kr 120M in FY2025, compounding −17.2%/yr from FY2021.

Growth Quality 86/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
533M SEK
Latest YoY
+10.4%
Avg. growth/yr (3Y)
−1.8%
Avg. growth/yr (5Y)
+7.9%
Avg. growth/yr (11Y)
+38.5%
Revenue −3.2%/yr
FY21 kr 608M
FY22 kr 563M
FY23 kr 357M
FY24 kr 483M
FY25 kr 533M
Net income −17.2%/yr
FY21 kr 255M
FY22 kr 175M
FY23 kr 64.0M
FY24 kr 141M
FY25 kr 120M

MIPS screens 81% overvalued. Compare with ANTA Sports Products Limited →

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

Peer Group

Leisure · 192 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 69 · Top 25%
Fair Value upside −81% · Bottom 25%
Return on equity (TTM) 21% · Top 25%
Return on assets 12% · Top 25%
Net margin (TTM) 23% · Top 25%
Operating margin (TTM) 28% · Top 25%
Revenue growth 30% · Top 25%
Dividend yield (TTM) 0.7% · Bottom 25%
Debt / equity 0.54× · Higher than 75% of peers

Valuation Multiples vs Leisure median · lower = cheaper

P/E (TTM) 61.3× · Pricier than 75% of peers
P/B 18.15× · Pricier than 75% of peers
P/S (TTM) 17.96× · Pricier than 75% of peers
P/FCF 7.8× · Pricier than median
EV/EBITDA 50.2× · 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 14
FUTURE 100 · sector 18
PAST 83 · sector 19
HEALTH 73 · sector 94
DIVIDEND 14 · sector 51

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 Leisure stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
ANTA Sports Products Limited 2020 HK$74.15 HK$119.29 +61%
Pop Mart International Group 9992 HK$160.20 HK$227.30 +42%
Amer Sports, Inc AS $36.44 $16.16 -56%
Hasbro, Inc HAS $81.55 $83.38 +2%
Life Time Group LTH $42.15 $16.15 -62%
Acushnet Holdings GOLF $114.78 $37.79 -67%
Li Ning Company 2331 HK$14.80 HK$29.26 +98%
Benefit Systems S.A BFT 5,255 PLN 3,714 PLN -29%
Ninebot Limited 689009 ¥37.82 ¥39.17 +4%
Asmodee Group ASMDEEB kr 145.70 kr 41.90 -71%

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Frequently asked questions

Is Mips AB (MIPS) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of kr 77.01 versus a price of kr 398.00, about −81% (overvalued).
What is the fair value of MIPS?
Our model-based fair value for Mips AB is kr 77.01 (as of Jul 19, 2026), built from audited fundamentals. The current price is kr 398.00.
What is the quality score of MIPS?
Mips AB has a Quality Score of 69/100. 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 Mips AB (MIPS)?
Mips AB reported trailing-twelve-month revenue of about 568M SEK (latest available figure, as of Jul 19, 2026).
What is the net profit margin of MIPS?
The net profit margin of Mips AB is about 22.9%, meaning it keeps roughly 22.9% of revenue as net income. Based on the latest reported figures.
Does Mips AB pay a dividend?
Mips AB currently shows a dividend yield of about 1.06% 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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