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NOBA Bank Group (NOBA) Fair Value & Analysis

Financial Services · SE · Market cap 43.0B SEK

NB NOBA Bank Group NOBA · ST
Pricekr 85.70
Fair Valuekr 136.52
Upside+59.3%
Quality67/100
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Healthy Growth
Highly profitable · 48.6% net margin
generates free cash flow
1.85% dividend yield
Ranks above peers (10/13)
Wide moat 72/100
Evidence: High Range kr 102.39 – kr 170.65 Share as image

Fair value as of: Jul 16, 2026

From 4 valuation models · updated 25 days ago

Share price +1.8% over the past month.

A solid business, screening 59% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (kr 102.39). The market is more pessimistic than our downside scenario.
  • Solid quality (67/100) at a price below fair value, the discount is the argument here, not the business quality.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (10 months)

kr 120.05 kr 74.40 Fair Value kr 136.52 Sep 2025 Aug 2026

White line = price, green steps = our fair value per fiscal year. As of Jul 16, 2026.

How to read this chart

10‑month range kr 74.40 – kr 120.05 · fair‑value band kr 102.39 – kr 170.65 · the kr 85.70 price screens below the kr 136.52 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Jul 16, 2026.

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Analysis

NOBA Bank Group (NOBA) currently trades at kr 85.70, while our model-based Fair Value estimate is kr 136.52, implying the stock looks roughly 59.3% undervalued today. The Quality Score stands at 67/100 (solid quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, NOBA Bank Group generated revenue of 7.8B SEK at a net margin of 48.6%. Revenue grew 18.5% year over year. It earns a return on equity of 14.9%. Net debt stands at 27.3B SEK. Fundamentals as of Jul 16, 2026

Our scenario range runs from kr 102.39 (bear case) to kr 170.65 (bull case); at kr 85.70, the current price sits below 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 29% below its 52-week high and 18% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 16% fair-value upside, at 59%, NOBA 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
Residual Income kr 46.22 kr 60.76 kr 173.12 76
P/E Multiple kr 66.55 kr 88.74 kr 110.92 63
P/B Multiple kr 48.98 kr 65.31 kr 81.64 55
All 4 models by family
Multiples
P/E Multiple kr 66.55 kr 88.74 kr 110.92 63
P/B Multiple kr 48.98 kr 65.31 kr 81.64 55
Asset-Based
NCAV (Graham) kr 23.33 kr 31.26 kr 46.65 50
Economic Profit
Residual Income kr 46.22 kr 60.76 kr 173.12 76

Widest divergence: Multiples (kr 65.31) versus Asset-Based (kr 31.26). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 7.8B SEK
Revenue growth (YoY) +18.5%
Net margin 48.6%
Return on equity 14.9%
Free cash flow 7.8B SEK FY2025
P/E ratio 12.0
More key figures
Operating margin 65.6%
EPS (TTM) kr 7.17
Dividend yield 1.9%
EPS growth (YoY) +22.1%
Net debt 27.3B SEK FY2025

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

Quality Score breakdown

Overall quality 67/100

Of which business quality 57 · Market factors (momentum, volatility) 39

Profitability 38
Margins and returns on capital today
Quality Growth 69
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 2
Balance sheet, leverage, solvency risk
Investment 72
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 38
Price trend over the last 3–12 months (market factor)
52W Momentum 29
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

NOBA Bank Group AB (publ) provides financial and banking products and services in Sweden, Norway, Finland, Denmark, Germany, Spain, Ireland, and the Netherlands. It operates through three brands namely, Nordax Bank, Bank Norwegian and Svensk Hypotekspension.

Full company description

NOBA Bank Group AB (publ) provides financial and banking products and services in Sweden, Norway, Finland, Denmark, Germany, Spain, Ireland, and the Netherlands. It operates through three brands namely, Nordax Bank, Bank Norwegian and Svensk Hypotekspension. The company's services include private loans, credit cards, specialist mortgages, equity release mortgages, cross-border lending, and deposits for retail customers. The company was formerly known as Nordax Bank AB (publ) and changed its name to NOBA Bank Group AB (publ) in June 2023. NOBA Bank Group AB (publ) was incorporated in 2003 and is based in Stockholm, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

NOBA Bank Group reported revenue of kr 15.2B in FY2025 versus kr 3.1B in FY2021, a compound +49.3%/yr. Reported net income was kr 3.4B in FY2025.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
15.2B SEK
Latest YoY
+5.1%
Avg. growth/yr (3Y)
+24.8%
Avg. growth/yr (5Y)
+46.6%
Revenue +49.3%/yr
FY21 kr 3.1B
FY22 kr 7.8B
FY23 kr 11.6B
FY24 kr 14.4B
FY25 kr 15.2B
Net income
FY21 −kr 40.0M
FY22 kr 882M
FY23 kr 1.1B
FY24 kr 2.0B
FY25 kr 3.4B

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

Peer Group

Banks - Diversified · 47 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 63 · Top 25%
Fair Value upside +59% · Above median
Return on equity (TTM) 15% · Top 25%
Return on assets 2% · Top 25%
Net margin (TTM) 49% · Top 25%
Operating margin (TTM) 66% · Top 25%
Revenue growth 19% · Top 25%
Dividend yield (TTM) 1.9% · Bottom 25%

Valuation Multiples vs Banks - Diversified median · lower = cheaper

P/E (TTM) 12.0× · Cheaper than median
P/B 1.84× · Pricier than median
P/S (TTM) 5.50× · Pricier than 75% of peers
P/FCF 0.6× · Cheaper than 75% of peers
EV/EBITDA 9.1× · 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 100 · sector 37
FUTURE 93 · sector 25
PAST 60 · sector 42
HEALTH 0 · sector 52
DIVIDEND 37 · sector 67

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 Banks - Diversified stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
JPMorgan Chase & Co JPM $341.10 $278.99 -18%
Bank of America Corporation BAC $59.67 $55.89 -6%
China Construction Bank Corporation 601939 ¥10.16 ¥17.20 +69%
Industrial and Commercial Bank of China Limited 601398 ¥7.50 ¥13.44 +79%
HSBC Holdings HSBC $100.52 $84.67 -16%
Agricultural Bank of China Limited 601288 ¥6.37 ¥11.85 +86%
Royal Bank of Canada RY C$305.74 C$190.48 -38%
Bank of China Limited 601988 ¥5.88 ¥9.80 +67%
Wells Fargo & Company WFCS C$23.58 C$27.40 +16%
Banco Santander, S.A SAN 51.02 PLN 55.60 PLN +9%

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Frequently asked questions

Is NOBA Bank Group (NOBA) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of kr 136.52 versus a price of kr 85.70, about +59% (undervalued).
What is the fair value of NOBA?
Our model-based fair value for NOBA Bank Group is kr 136.52 (as of Jul 16, 2026), built from audited fundamentals. The current price is kr 85.70.
What is the quality score of NOBA?
NOBA Bank Group has a Quality Score of 67/100. 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 NOBA Bank Group (NOBA)?
NOBA Bank Group reported trailing-twelve-month revenue of about 7.8B SEK (latest available figure, as of Jul 16, 2026).
What is the net profit margin of NOBA?
The net profit margin of NOBA Bank Group is about 48.6%, meaning it keeps roughly 48.6% of revenue as net income. Based on the latest reported figures.
Does NOBA Bank Group pay a dividend?
NOBA Bank Group currently shows a dividend yield of about 2.08% 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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