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NCC AB (NCC-B) Fair Value & Analysis

Industrials · SE · Market cap 16.6B SEK (≈ $1.7B) · ISIN SE0000117970

What is NCC AB really worth?

NA NCC AB NCC-B · ST
Pricekr 180.40
Fair Valuekr 54.41
Upside−69.8%
Quality56/100

A solid business, but trading 232% above our fair value of kr 54.41.

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Strengths

Low debt · generates free cash flow

Risks

!Weak Growth (revenue 5y +0.7 %/yr)
!Thin margins · 0.2% net margin
!Mixed vs. peers (7/15)
!Narrow moat 29/100
!Weak on past: 4 out of 100

For context

·6.10% dividend yield
Evidence: High Range kr 54.41 – kr 54.41

Fair value as of: Aug 27, 2026

From 24 valuation models · updated 9 days ago

Share price +3.9% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (kr 54.41). The favourable scenario is already priced in.
  • Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

kr 227.50 kr 61.17 Fair Value kr 54.41 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 27, 2026.

How to read this chart

60‑month range kr 61.17 – kr 227.50 · the kr 180.40 price screens above the kr 54.41 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 27, 2026.

Full chart & analysis →

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Analysis

NCC AB (NCC-B) currently trades at kr 180.40, while our model-based Fair Value estimate is kr 54.41, implying the stock looks roughly 231.6% overvalued today. The Quality Score stands at 56/100 (solid quality), in the Industrials sector. Bull case: the Growth DCF group reads highest at a median of kr 200.28 per share, and 10 of the 24 models we run sit above the kr 180.40 price. Bear case: the Earnings-Based group reads lowest at kr 14.14, and 14 of the 24 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, NCC AB generated revenue of 54.3B SEK at a net margin of 0.2%. Revenue declined 12.9% year over year. It earns a return on equity of 1.2%. Net debt stands at 3.0B SEK. Fundamentals as of Aug 27, 2026

The share trades about 22% below its 52-week high and 13% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −46% fair-value upside, at −70%, NCC-B screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

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
FCF DCF kr 137.29 kr 194.91 kr 306.54 78
Growth DCF kr 144.06 kr 200.28 kr 300.36 77
Owner Earnings kr 86.44 kr 125.30 kr 200.60 75
All 24 models by family
DCF Models
FCF DCF kr 137.29 kr 194.91 kr 306.54 78
Owner Earnings kr 86.44 kr 125.30 kr 200.60 75
5Y Revenue Exit kr 145.48 kr 223.92 kr 340.21 71
5Y EBITDA Exit kr 212.66 kr 338.96 kr 509.22 73
5Y P/E Exit kr 52.77 kr 65.15 kr 81.06 71
10Y Revenue Exit kr 136.09 kr 199.16 kr 269.24 66
10Y EBITDA Exit kr 182.01 kr 272.67 kr 373.46 68
10Y P/E Exit kr 84.43 kr 97.71 kr 109.44 64
Earnings-Based
Graham-Dodd kr 9.87 kr 14.14 kr 16.61 65
EPV kr 126.11 kr 150.28 kr 171.43 72
Dividend Discount
Gordon GGM kr 101.02 kr 113.43 kr 129.88 67
DDM Multi-Stage kr 101.02 kr 130.76 kr 169.78 65
Multiples
P/E Multiple kr 22.87 kr 30.49 kr 38.11 61
P/S Multiple kr 18.51 kr 24.68 kr 30.85 56
P/B Multiple kr 18.51 kr 24.68 kr 30.85 53
EV/EBIT kr 238.98 kr 324.94 kr 410.89 64
EV/EBITDA kr 304.62 kr 412.45 kr 520.29 66
EV/Revenue kr 165.16 kr 244.04 kr 322.92 52
Asset-Based
NCAV (Graham) kr 40.48 kr 54.24 kr 80.95 52
Growth DCF
Growth DCF kr 144.06 kr 200.28 kr 300.36 77
Rev-Margin DCF kr 145.48 kr 227.52 kr 329.44 71
Economic Profit
Residual Income kr 57.06 kr 54.80 kr 42.99 75
ROIC Compounder kr 127.11 kr 156.58 kr 188.69 71
Growth Earnings
Growth-Adj P/E kr 16.15 kr 23.07 kr 29.99 66

Widest divergence: Growth DCF (kr 200.28) versus Earnings-Based (kr 14.14). Highest evidence: FCF DCF (78).

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Key figures & financial health

P/E ratio 211.9 as of Jul 18, 2026
P/S ratio 0.54 P/E × margin
EPS (TTM) kr 0.8000 price ÷ EPS = P/E 211.9
Dividend yield 6.1%
Net margin 0.3% FY2025
Return on equity 1.1% TTM
More key figures
Profitability
Return on assets (EBIT) 5.8% avg 5y
Operating margin 4.5% TTM
Growth
Revenue (TTM) 54.0B SEK TTM
Revenue growth (YoY) −2.2% 3y avg +0.9%
EPS growth (YoY) −3.4%
Balance sheet & cash flow
Free cash flow 1.5B SEK FY2025
Net debt 3.0B SEK FY2025 · ≈ 1.9 yrs of FCF

Figures from reported company fundamentals · as of Aug 27, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 56/100

Of which business quality 56 · Market factors (momentum, volatility) 39

Profitability 38
Margins and returns on capital today
Quality Growth 20
Are margins and returns improving?
Cashflow 57
Earnings quality: real cash, not paper profit
Fin. Strength 56
Balance sheet, leverage, solvency risk
Investment 93
Disciplined investing over empire-building
Low Volatility 63
Calm price path (market factor)
Momentum 32
Price trend over the last 3–12 months (market factor)
52W Momentum 26
Distance to the 52-week high (market factor)
Net Issuance 90
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

NCC AB (publ) operates as a construction company in Sweden, Norway, Denmark, and Finland. The company operates through five segments: NCC Infrastructure, NCC Building Sweden, NCC Building Nordic, NCC Industry, and NCC Property Development. It builds residential buildings and offices, as well as constructs schools, hospitals, stores, and warehouses.

Full company description

NCC AB (publ) operates as a construction company in Sweden, Norway, Denmark, and Finland. The company operates through five segments: NCC Infrastructure, NCC Building Sweden, NCC Building Nordic, NCC Industry, and NCC Property Development. It builds residential buildings and offices, as well as constructs schools, hospitals, stores, and warehouses. The company also designs, constructs, produces, and maintains infrastructure projects, such as tunnels, roads, and railways. In addition, it produces stone materials, asphalt, and paving products. Further, the company develops and sells commercial properties in metropolitan regions. The company was incorporated in 1935 and is headquartered in Solna, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

NCC AB reported revenue of 55.7B SEK in FY2025 versus 53.4B SEK in FY2021, a compound +1.1%/yr. Reported net income was 142M SEK in FY2025, compounding −44.6%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
55.7B SEK
Latest YoY
−9.6%
Avg. revenue 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.
+0.9%
Avg. revenue 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.
+0.7%
Avg. revenue growth/yr (23Y) 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.
+0.9%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years, EBIT basis) plus dividend yield: value created per share and year.
+16.0% · in SEK
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share+9.9%
Dividend yield6.1%
Trend Two data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.5Y −34.1% vs 10Y −22.9%, flattening
Operating margin (EBIT) Operating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.2.5% (2020) → 3.6% (2025) · rising
Worst earnings drop111% (2018) (loss year, drop beyond 100%) · in SEK
Revenue +1.1%/yr
FY21 53.4B SEK
FY22 54.2B SEK
FY23 56.9B SEK
FY24 61.6B SEK
FY25 55.7B SEK
Net income −44.6%/yr
FY21 1.5B SEK
FY22 1.1B SEK
FY23 1.6B SEK
FY24 1.6B SEK
FY25 142M SEK
Character of growth · EPS growth decomposed (2014-2025) −12.4 % p.a.
Revenue per share +1.2 %

of which total revenue +0.1 % · buybacks/dilution +1.1 %

EBIT margin −2.3 %
Tax rate −1.9 %
Residual (interest, one-offs) −9.7 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

NCC-B screens 232% overvalued. Compare with Quanta Services, Inc →

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

Peer Group

Engineering & Construction · 817 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 56 · Above median
Fair Value upside −70% · Bottom 25%
Return on equity (TTM) 1% · Below median
Return on assets 4% · Above median
Net margin (TTM) 0% · Below median
Operating margin (TTM) 4% · Below median
Revenue growth −2% · Below median
Dividend yield (TTM) 6.1% · Top 25%
Debt / equity 0.35× · Higher than median

Valuation Multiples vs Engineering & Construction median · lower = cheaper

P/E (TTM) 211.9× · Pricier than 75% of peers
P/B 2.10× · Pricier than median
P/S (TTM) 0.31× · Cheaper than median
P/FCF 1.1× · Cheaper than median
EV/EBITDA 7.3× · Cheaper than median
PEG 1.11× · Cheaper than median

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 17
FUTURE0 · sector 12
PAST4 · sector 26
HEALTH83 · sector 94
DIVIDEND100 · sector 39

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

Similar stocks

10 more Engineering & Construction stocks, each showing price versus our Fair Value estimate (as of Aug 27, 2026).

Stock Price Fair Value vs Fair Value
Quanta Services, Inc PWR $620.06 $143.92 −77%
Vinci SA DG €114.35 €185.62 +62%
Comfort Systems USA, Inc FIX $1,615 $519.97 −68%
Larsen & Toubro Limited LT ₹4,072 ₹2,196 −46%
Ferrovial N.V FER €57.28 €19.17 −67%
HOCHTIEF Aktiengesellschaft HOT €426.40 €203.87 −52%
Samsung C&T Corporation 028260 373,000 KRW 261,411 KRW −30%
EMCOR Group EME $775.04 $549.47 −29%
MasTec, Inc MTZ $241.00 $100.00 −59%
Bouygues SA EN €46.65 €65.67 +41%

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Frequently asked questions

Is NCC AB (NCC-B) overvalued or undervalued?
As of Aug 27, 2026, our model estimates a fair value of kr 54.41 versus a price of kr 180.40, about −70% upside (overvalued).
What is the fair value of NCC-B?
Our model-based fair value for NCC AB is kr 54.41 (as of Aug 27, 2026), built from audited fundamentals. The current price: kr 180.40.
What is the quality score of NCC-B?
NCC AB has a Quality Score of 56/100. 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 NCC AB (NCC-B)?
NCC AB reported trailing-twelve-month revenue of about 54.3B SEK (latest available figure, as of Aug 27, 2026).
What is the net profit margin of NCC-B?
The net profit margin of NCC AB is about 0.2%, meaning it keeps roughly 0.2% of revenue as net income. Based on the latest reported figures.
Does NCC AB pay a dividend?
NCC AB currently shows a dividend yield of about 6.10% relative to its recent price (as of Aug 27, 2026).
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