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New Wave Group (NEWA-B) Fair Value & Analysis

Consumer Cyclical · SE · Market cap 12.2B SEK (≈ $1.3B) · ISIN SE0000426546

What is New Wave Group really worth?

NW New Wave Group NEWA-B · ST
Pricekr 88.50
Fair Valuekr 53.91
Upside−39.1%
Quality53/100

A solid business, but trading 64% above our fair value of kr 53.91.

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Strengths

Low debt · generates free cash flow

Risks

!Expensive Growth (revenue 5y +10.4 %/yr)
!Thin margins · 7.6% net margin
!Mixed vs. peers (8/15)
!Narrow moat 42/100

For context

·3.95% dividend yield
Evidence: High Range kr 45.83 – kr 107.08

Fair value as of: Aug 28, 2026

From 21 valuation models · updated 8 days ago

Share price −6.1% over the past month.

What runs behind every stock

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

What matters now

  • Solid but not exceptional quality (53/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (kr 45.83 to kr 107.08) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

kr 126.40 kr 40.75 Fair Value kr 53.91 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 28, 2026.

How to read this chart

60‑month range kr 40.75 – kr 126.40 · fair‑value band kr 45.83 – kr 107.08 · the kr 88.50 price screens above the kr 53.91 fair value. Dashed = 300-day average. As of Aug 28, 2026.

Full chart & analysis →

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Analysis

New Wave Group (NEWA-B) currently trades at kr 88.50, while our model-based Fair Value estimate is kr 53.91, implying the stock looks roughly 64.1% overvalued today. The Quality Score stands at 53/100 (solid quality), in the Consumer Cyclical sector. Bull case: the Growth Earnings group reads highest at a median of kr 116.17 per share, and 8 of the 21 models we run sit above the kr 88.50 price. Bear case: the Asset-Based group reads lowest at kr 34.46, and 13 of the 21 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, New Wave Group generated revenue of 10.2B SEK at a net margin of 7.6%. Revenue grew 6.6% year over year. It earns a return on equity of 11.0%. Net debt stands at 3.1B SEK. Fundamentals as of Aug 28, 2026

Our scenario range runs from kr 45.83 (bear case) to kr 107.08 (bull case); at kr 88.50, 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 31% below its 52-week high and 5% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at −11% fair-value upside, at −39%, NEWA-B screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly kr 1.55 per share, which is 2.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

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
Owner Earnings kr 22.53 kr 47.96 kr 87.24 72
EPV kr 44.59 kr 55.60 kr 65.23 72
Residual Income kr 46.99 kr 54.63 kr 103.36 72
All 21 models by family
DCF Models
Owner Earnings kr 22.53 kr 47.96 kr 87.24 72
5Y Revenue Exit kr 19.42 kr 54.80 kr 101.36 67
5Y EBITDA Exit kr 39.51 kr 92.72 kr 156.26 71
5Y P/E Exit kr 36.60 kr 87.23 kr 141.47 67
10Y Revenue Exit kr 3.93 kr 33.09 kr 74.58 58
10Y EBITDA Exit kr 18.74 kr 59.56 kr 116.84 62
10Y P/E Exit kr 16.88 kr 55.72 kr 105.45 58
Earnings-Based
Graham-Dodd kr 40.13 kr 130.40 kr 174.16 62
Lynch FV kr 29.12 kr 41.60 kr 54.08 58
PEG = 1.0 kr 29.12 kr 41.60 kr 54.08 55
EPV kr 44.59 kr 55.60 kr 65.23 72
Multiples
P/E Multiple kr 97.37 kr 129.82 kr 162.28 61
P/S Multiple kr 67.96 kr 90.61 kr 113.26 56
P/B Multiple kr 75.24 kr 100.32 kr 125.40 53
EV/EBIT kr 97.60 kr 137.28 kr 176.96 64
EV/EBITDA kr 80.91 kr 115.03 kr 149.15 65
EV/Revenue kr 41.99 kr 69.17 kr 96.35 51
Asset-Based
NCAV (Graham) kr 25.71 kr 34.46 kr 51.43 52
Economic Profit
Residual Income kr 46.99 kr 54.63 kr 103.36 72
ROIC Compounder kr 44.59 kr 58.38 kr 80.10 70
Growth Earnings
Growth-Adj P/E kr 81.32 kr 116.17 kr 151.02 66

Widest divergence: Growth Earnings (kr 116.17) versus Asset-Based (kr 34.46). Highest evidence: Owner Earnings (72).

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Key figures & financial health

P/E ratio 16.6 as of Jun 8, 2026
P/S ratio 1.30 P/E × margin
EPS (TTM) kr 5.78 price ÷ EPS = P/E 16.6
Dividend yield 4.0% payout 60.6%
Net margin 7.8% FY2025
Return on equity 11.0% TTM
More key figures
Profitability
Return on assets (EBIT) 12.4% avg 5y
Operating margin 7.7% TTM
Growth
Revenue (TTM) 10.2B SEK TTM
Revenue growth (YoY) +6.6% 3y avg +4.2%
EPS growth (YoY) −10.4%
Balance sheet & cash flow
Free cash flow 39.0M SEK FY2025
Net debt 3.1B SEK FY2025 · ≈ 79.0 yrs of FCF

Figures from reported company fundamentals · as of Aug 28, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 53/100

Of which business quality 51 · Market factors (momentum, volatility) 34

Profitability 41
Margins and returns on capital today
Quality Growth 23
Are margins and returns improving?
Cashflow 18
Earnings quality: real cash, not paper profit
Fin. Strength 65
Balance sheet, leverage, solvency risk
Investment 75
Disciplined investing over empire-building
Low Volatility 58
Calm price path (market factor)
Momentum 30
Price trend over the last 3–12 months (market factor)
52W Momentum 14
Distance to the 52-week high (market factor)
Net Issuance 100
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

New Wave Group AB (publ) designs, acquires, and develops brands and products in the corporate, sports, gifts, and home furnishings sectors in Sweden, the United States, Benelux, rest of Nordic countries, rest of Europe, and internationally. It operates through segments: Corporate, Sports & Leisure, and Gifts & Home Furnishings.

Full company description

New Wave Group AB (publ) designs, acquires, and develops brands and products in the corporate, sports, gifts, and home furnishings sectors in Sweden, the United States, Benelux, rest of Nordic countries, rest of Europe, and internationally. It operates through segments: Corporate, Sports & Leisure, and Gifts & Home Furnishings. The Corporate segment offers promowear products, such as clothes for printing and embroidery, as well as leisure, work, and sports clothes; promotional gifts, including pens, power banks, gift cards, promotional and corporate gifts, bags, handbags, bed linens, and towels; and a range of work wear products comprising underwear, outer garments, reflective clothing, flame protective, and accessories for professional categories, which consist of construction and installation workers, painters and plasterers, transport and service, and hotel and restaurant workers. This segment offers its products under the D.A.D Sportswear, BAGSFIRST, James Harvest, PROJOB, hurricane, ultimate clothing collection, Printer, Cottover, Clique, Toppoint, Grizzly, J. Harvest & Frost, Jobman, Graphix, Derby of Sweden, and ProJob brands. The Sports & Leisure segment provides clothes and shoes for sports, golf, hunting, fishing, shoe, and fashion trade under the Cutter & Buck, AHEAD, Craft, Clique, AHEAD, Kate Lord, Auclair, Laurentide, Seger, Termo, PAX, Marstrand, Sköna Marie, and Tenson brands. The Gifts & Home Furnishings segment offers gifts and home furnishing products under the Sagaform, Orrefors, Kosta Förlag, Lord Nelson Victory, KostaBoda, Lord Nelson, Queen Anne, Orrefors Jernverk, Nightingale, Kosta Linnewäfveri, Lågprisvaruhuset Kosta AB, Kosta Boda Art Hotel, Kosta Lodge, ByOn, Victorian, and VAKINME brands. The company was incorporated in 1989 and is headquartered in Gothenburg, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

New Wave Group reported revenue of 10.0B SEK in FY2025 versus 6.7B SEK in FY2021, a compound +10.5%/yr. Reported net income was 783M SEK in FY2025, compounding +0.7%/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)
10.0B SEK
Latest YoY
+5.1%
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.
+4.2%
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.
+10.4%
Avg. revenue growth/yr (24Y) 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.
+9.0%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+37.1% (33.1 + 4.0)
Revenue +10.5%/yr
FY21 6.7B SEK
FY22 8.8B SEK
FY23 9.5B SEK
FY24 9.5B SEK
FY25 10.0B SEK
Net income +0.7%/yr
FY21 760M SEK
FY22 1.2B SEK
FY23 1.1B SEK
FY24 880M SEK
FY25 783M SEK
Character of growth · EPS growth decomposed (2014-2025) +21.1 % p.a.
Revenue per share +10.3 %

of which total revenue +8.1 % · buybacks/dilution +2.0 %

EBIT margin +9.2 %
Tax rate −0.7 %
Residual (interest, one-offs) +1.3 %

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).

NEWA-B screens 64% overvalued. Compare with Alimentation Couche-Tard Inc →

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Cite: Fair Value Calculator (2026). "New Wave Group Fair Value". https://www.fairvalue-calculator.com/stock/NEWA-B

Peer Group

Specialty Retail · 220 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 53 · Below median
Fair Value upside −39% · Below median
Return on equity (TTM) 11% · Above median
Return on assets 6% · Above median
Net margin (TTM) 8% · Top 25%
Operating margin (TTM) 8% · Above median
Revenue growth 7% · Above median
Dividend yield (TTM) 4.0% · Above median
Debt / equity 0.49× · Higher than 75% of peers

Valuation Multiples vs Specialty Retail median · lower = cheaper

P/E (TTM) 16.6× · Cheaper than median
P/B 1.78× · Pricier than median
P/S (TTM) 1.20× · Pricier than 75% of peers
P/FCF 32.7× · Pricier than 75% of peers
EV/EBITDA 12.6× · Pricier than 75% of peers
PEG 0.88× · 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 31
FUTURE33 · sector 25
PAST44 · sector 27
HEALTH75 · sector 96
DIVIDEND79 · sector 57

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 Specialty Retail stocks, each showing price versus our Fair Value estimate (as of Aug 28, 2026).

Stock Price Fair Value vs Fair Value
Alimentation Couche-Tard Inc ATD C$89.93 C$104.32 +16%
Casey's General Stores, Inc CASY $755.47 $398.90 −47%
Williams-Sonoma, Inc WSM $235.09 $162.63 −31%
Ulta Beauty, Inc ULTA $537.10 $475.40 −11%
DICK'S Sporting Goods, Inc DKS $202.66 $181.10 −11%
Best Buy Co BBY $82.44 $108.04 +31%
China Tourism Group 601888 ¥54.97 ¥40.40 −27%
Tractor Supply Company TSCO $34.72 $35.52 +2%
Five Below, Inc FIVE $259.41 $117.29 −55%
Murphy USA Inc MUSA $574.12 $423.35 −26%

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Frequently asked questions

Is New Wave Group (NEWA-B) overvalued or undervalued?
As of Aug 28, 2026, our model estimates a fair value of kr 53.91 versus a price of kr 88.50, about −39% upside (overvalued).
What is the fair value of NEWA-B?
Our model-based fair value for New Wave Group is kr 53.91 (as of Aug 28, 2026), built from audited fundamentals. The current price: kr 88.50.
What is the quality score of NEWA-B?
New Wave Group has a Quality Score of 53/100. 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 New Wave Group (NEWA-B)?
New Wave Group reported trailing-twelve-month revenue of about 10.2B SEK (latest available figure, as of Aug 28, 2026).
What is the net profit margin of NEWA-B?
The net profit margin of New Wave Group is about 7.6%, meaning it keeps roughly 7.6% of revenue as net income. Based on the latest reported figures.
Does New Wave Group pay a dividend?
New Wave Group currently shows a dividend yield of about 3.95% relative to its recent price (as of Aug 28, 2026).
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