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NCAB Group (NCAB) Fair Value & Analysis

Technology · SE · Market cap 14.2B SEK

NG NCAB Group NCAB · ST
Pricekr 71.70
Fair Valuekr 22.04
Upside-69.3%
Quality58/100
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Healthy Growth
Thin margins · 5.9% net margin
Moderate debt · generates free cash flow
1.47% dividend yield
Mixed vs. peers (7/15)
Moderate moat 49/100
Evidence: High Range kr 12.38 – kr 27.54 Share as image

Fair value as of: Jul 16, 2026

From 26 valuation models · updated 24 days ago

Share price −0.1% over the past month.

A solid business, but screening 69% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (kr 27.54). The favourable scenario is already priced in.
  • Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (kr 12.38 to kr 27.54) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

kr 90.19 kr 38.25 Fair Value kr 22.04 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 38.25 – kr 90.19 · fair‑value band kr 12.38 – kr 27.54 · the kr 71.70 price screens above the kr 22.04 fair value. Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

NCAB Group (NCAB) currently trades at kr 71.70, while our model-based Fair Value estimate is kr 22.04, implying the stock looks roughly 69.3% overvalued today. The Quality Score stands at 58/100 (solid quality), in the Technology 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, NCAB Group generated revenue of 3.9B SEK at a net margin of 5.9%. Revenue grew 12.0% year over year. It earns a return on equity of 15.6%. Net debt stands at 858M SEK. Fundamentals as of Jul 16, 2026

Our scenario range runs from kr 12.38 (bear case) to kr 27.54 (bull case); at kr 71.70, 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 17% below its 52-week high and 91% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -73% fair-value upside, at -69%, NCAB 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 14.16 kr 25.58 kr 43.82 80
Residual Income kr 7.56 kr 10.17 kr 33.04 76
Rev-Margin DCF kr 12.22 kr 22.60 kr 35.12 74
All 26 models by family
DCF Models
FCF DCF kr 14.02 kr 25.73 kr 44.53 38
Owner Earnings kr 16.49 kr 29.80 kr 51.17 31
5Y Revenue Exit kr 12.22 kr 22.68 kr 36.29 39
5Y EBITDA Exit kr 15.95 kr 29.92 kr 46.67 41
5Y P/E Exit kr 11.92 kr 22.10 kr 33.08 38
10Y Revenue Exit kr 12.18 kr 22.06 kr 35.94 36
10Y EBITDA Exit kr 15.10 kr 27.19 kr 44.14 37
10Y P/E Exit kr 12.50 kr 21.65 kr 33.40 35
Earnings-Based
Graham-Dodd kr 7.49 kr 27.64 kr 37.34 54
Lynch FV kr 6.62 kr 9.45 kr 12.29 50
PEG = 1.0 kr 6.62 kr 9.45 kr 12.29 46
EPV kr 9.13 kr 11.32 kr 13.24 59
Dividend Discount
Gordon GGM kr 0.0100 kr 0.0200 70
DDM Multi-Stage kr 0.0100 kr 0.0100 61
Multiples
P/E Multiple kr 16.53 kr 22.04 kr 27.54 63
P/S Multiple kr 14.05 kr 18.73 kr 23.41 58
P/B Multiple kr 14.05 kr 18.73 kr 23.41 55
EV/EBIT kr 19.52 kr 27.38 kr 35.23 53
EV/EBITDA kr 19.22 kr 26.97 kr 34.73 54
EV/Revenue kr 11.84 kr 18.65 kr 25.46 43
Asset-Based
NCAV (Graham) kr 3.85 kr 5.16 kr 7.70 50
Growth DCF
Growth DCF kr 14.16 kr 25.58 kr 43.82 80
Rev-Margin DCF kr 12.22 kr 22.60 kr 35.12 74
Economic Profit
Residual Income kr 7.56 kr 10.17 kr 33.04 76
ROIC Compounder kr 9.64 kr 13.90 kr 19.71 72
Growth Earnings
Growth-Adj P/E kr 11.99 kr 17.13 kr 22.27 68

Widest divergence: DCF Models (kr 22.68) versus Dividend Discount (kr 0.0100). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 3.9B SEK
Revenue growth (YoY) +12.0%
Net margin 5.9%
Return on equity 15.6%
Free cash flow 284M SEK FY2025
P/E ratio 62.4
More key figures
Operating margin 10.4%
EPS (TTM) kr 1.22
Dividend yield 1.5%
EPS growth (YoY) +43.2%
Net debt 858M SEK FY2025

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

Quality Score breakdown

Overall quality 58/100

Of which business quality 57 · Market factors (momentum, volatility) 65

Profitability 46
Margins and returns on capital today
Quality Growth 28
Are margins and returns improving?
Cashflow 59
Earnings quality: real cash, not paper profit
Fin. Strength 57
Balance sheet, leverage, solvency risk
Investment 81
Disciplined investing over empire-building
Low Volatility 44
Calm price path (market factor)
Momentum 75
Price trend over the last 3–12 months (market factor)
52W Momentum 73
Distance to the 52-week high (market factor)
Net Issuance 82
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

NCAB Group AB (publ) engages in the manufacture and sale of printed circuit boards (PCBs) in Sweden, Nordic region, rest of Europe, North America, and Asia. The company offers multilayer, high-density interconnect, radio frequency, insulated metal base, flexible, rigid-flex, semi-flex, heavy copper, and double-sided PCBs.

Full company description

NCAB Group AB (publ) engages in the manufacture and sale of printed circuit boards (PCBs) in Sweden, Nordic region, rest of Europe, North America, and Asia. The company offers multilayer, high-density interconnect, radio frequency, insulated metal base, flexible, rigid-flex, semi-flex, heavy copper, and double-sided PCBs. It serves aerospace, defense, automotive, datacom, industrial, medical, power/energy, railway, safety-critical, and telecom industries. NCAB Group AB (publ) was founded in 1993 and is headquartered in Sundbyberg, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

NCAB Group reported revenue of kr 3.7B in FY2025 versus kr 3.2B in FY2021, a compound +3.8%/yr. Reported net income was kr 206M in FY2025, compounding −7.8%/yr from FY2021.

Growth Quality 86/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
3.7B SEK
Latest YoY
+3.6%
Avg. growth/yr (3Y)
−5.7%
Avg. growth/yr (5Y)
+12.1%
Avg. growth/yr (10Y)
+12.0%
Revenue +3.8%/yr
FY21 kr 3.2B
FY22 kr 4.5B
FY23 kr 4.1B
FY24 kr 3.6B
FY25 kr 3.7B
Net income −7.8%/yr
FY21 kr 285M
FY22 kr 417M
FY23 kr 404M
FY24 kr 255M
FY25 kr 206M

NCAB screens 69% overvalued. Compare with Delta Electronics, Inc →

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

Peer Group

Electronic Components · 626 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 58 · Above median
Fair Value upside −69% · Bottom 25%
Return on equity (TTM) 16% · Top 25%
Return on assets 6% · Top 25%
Net margin (TTM) 6% · Above median
Operating margin (TTM) 10% · Above median
Revenue growth 12% · Above median
Dividend yield (TTM) 1.5% · Above median
Debt / equity 0.76× · Higher than 75% of peers

Valuation Multiples vs Electronic Components median · lower = cheaper

P/E (TTM) 62.4× · Pricier than median
P/B 9.89× · Pricier than 75% of peers
P/S (TTM) 3.69× · Pricier than median
P/FCF 5.3× · Pricier than median
EV/EBITDA 34.6× · Pricier than 75% of peers
PEG 1.79× · Pricier 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 0
FUTURE 60 · sector 32
PAST 62 · sector 24
HEALTH 62 · sector 95
DIVIDEND 29 · sector 25

VALUE 0: the price sits above our fair-value range.

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

Stock Price Fair Value vs Fair Value
Delta Electronics, Inc 2308 1,880 TWD 515.23 TWD -73%
Hon Hai Precision Industry Co 2317 242.50 TWD 270.47 TWD +12%
Luxshare Precision Industry Co 002475 ¥62.14 ¥38.44 -38%
Samsung Electro-Mechanics Co 009150 1,260,000 KRW 166,421 KRW -87%
Elite Material Co 2383 4,990 TWD 714.36 TWD -86%
Yageo Corporation 2327 699.00 TWD 216.55 TWD -69%
Shengyi Technology Co 600183 ¥132.29 ¥27.45 -79%
Shennan Circuits Co 002916 ¥364.00 ¥93.50 -74%
Victory Giant Technology (HuiZhou) Co 2476 HK$297.00 HK$103.98 -65%
Wus Printed Circuit (Kunshan) Co 002463 ¥127.80 ¥31.95 -75%

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Frequently asked questions

Is NCAB Group (NCAB) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of kr 22.04 versus a price of kr 71.70, about −69% (overvalued).
What is the fair value of NCAB?
Our model-based fair value for NCAB Group is kr 22.04 (as of Jul 16, 2026), built from audited fundamentals. The current price is kr 71.70.
What is the quality score of NCAB?
NCAB Group has a Quality Score of 58/100. 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 NCAB Group (NCAB)?
NCAB Group reported trailing-twelve-month revenue of about 3.9B SEK (latest available figure, as of Jul 16, 2026).
What is the net profit margin of NCAB?
The net profit margin of NCAB Group is about 5.9%, meaning it keeps roughly 5.9% of revenue as net income. Based on the latest reported figures.
Does NCAB Group pay a dividend?
NCAB Group currently shows a dividend yield of about 1.30% relative to its recent price (as of Jul 16, 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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