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Norse Atlantic ASA (NORSE) Fair Value & Analysis

Industrials · NO · Market cap 1.3B NOK (≈ $139M) · ISIN NO0010946445

NA Norse Atlantic ASA NORSE · OL
Pricekr 0.3280
Fair Valuekr 0.1955
Upside-40.4%
Quality41/100
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Strengths

Negative equity (buybacks among others) · generates free cash flow

Risks

!Trades 68% ABOVE our fair value of kr 0.1955
!Mixed Growth (revenue 3y +91.7 %/yr)
!Loss-making · -9.2% net margin
!Mixed vs. peers (4/9)
Mixed Growth (revenue 3y +91.7 %/yr)
Loss-making · -9.2% net margin
Negative equity (buybacks among others) · generates free cash flow
Mixed vs. peers (4/9)
Narrow moat 9/100
Evidence: Medium Range kr 0.1445 – kr 0.2465 Share as image

Fair value as of: Aug 30, 2026

From 9 valuation models · updated today

Share price −13.9% over the past month.

Below-average quality, and trading another 68% above our fair value.

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

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What matters now

  • The price sits above even our optimistic bull case (kr 0.2465). The favourable scenario is already priced in.
  • Weak quality (41/100) and above fair value at the same time, the margin of safety is missing on both counts.
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Price vs Fair Value (5 years)

kr 58.82 kr 0.2935 Fair Value kr 0.1955 Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 30, 2026.

How to read this chart

60‑month range kr 0.2935 – kr 58.82 · fair‑value band kr 0.1445 – kr 0.2465 · the kr 0.3280 price screens above the kr 0.1955 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 30, 2026.

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Analysis

Norse Atlantic ASA (NORSE) currently trades at kr 0.3280, while our model-based Fair Value estimate is kr 0.1955, implying the stock looks roughly 40.4% overvalued today. The Quality Score stands at 41/100 (below-average quality), in the Industrials 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: medium).

Over the trailing twelve months, Norse Atlantic ASA generated revenue of 769M NOK at a net margin of -9.2%. Revenue grew 27.9% year over year. Net debt stands at 38.8M NOK. Fundamentals as of Aug 30, 2026

Our scenario range runs from kr 0.1445 (bear case) to kr 0.2465 (bull case); at kr 0.3280, 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. For context, the median of 10 Industrials peers we cover trades at 39% fair-value upside, at -40%, NORSE 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 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
Growth DCF kr 0.2100 kr 0.3700 kr 0.6100 80
Rev-Margin DCF kr 0.2000 kr 0.3600 kr 0.6800 74
EV/EBITDA kr 0.1800 kr 0.2400 kr 0.3000 54
All 9 models by family
DCF Models
FCF DCF kr 0.2200 kr 0.3300 kr 0.6400 38
5Y Revenue Exit kr 0.1800 kr 0.3100 kr 0.5800 39
5Y EBITDA Exit kr 0.2000 kr 0.3400 kr 0.6100 41
10Y Revenue Exit kr 0.1900 kr 0.4000 kr 0.5300 36
10Y EBITDA Exit kr 0.2100 kr 0.4300 kr 0.8100 37
Multiples
EV/EBITDA kr 0.1800 kr 0.2400 kr 0.3000 54
EV/Revenue kr 0.1500 kr 0.2100 kr 0.2800 43
Growth DCF
Growth DCF kr 0.2100 kr 0.3700 kr 0.6100 80
Rev-Margin DCF kr 0.2000 kr 0.3600 kr 0.6800 74

Widest divergence: Growth DCF (kr 0.3600) versus Multiples (kr 0.2100). Highest evidence: Growth DCF (80).

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Key figures & financial health

P/S ratio 0.26 TTM
EPS (TTM) kr -4.27
Net margin -8.4% FY2025
Return on equity -1,995% TTM
Return on assets (EBIT) -8.1% avg 5y
Operating margin -8.2% TTM
More key figures
Growth
Revenue (TTM) 769M NOK TTM
Revenue growth (YoY) +27.9% 3y avg +91.7%
Balance sheet & cash flow
Free cash flow 49.6M NOK FY2025
Net debt 38.8M NOK FY2025 · ≈ 0.8 yrs of FCF

Figures from reported company fundamentals · as of Aug 30, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 41/100

Of which business quality 41 · Market factors (momentum, volatility) 15

Profitability 29
Margins and returns on capital today
Quality Growth 100
Are margins and returns improving?
Cashflow 47
Earnings quality: real cash, not paper profit
Fin. Strength 2
Balance sheet, leverage, solvency risk
Investment 99
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 1
Price trend over the last 3–12 months (market factor)
52W Momentum 0
Distance to the 52-week high (market factor)
Net Issuance 0
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

Norse Atlantic ASA provides long-haul airline services in Norway, the United Kingdom, rest of Europe, the United States, and internationally. The company serves a scheduled network across destinations. It also engages in leasing of aircraft and technical services. The company was incorporated in 2021 and is headquartered in Arendal, Norway.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Norse Atlantic ASA reported revenue of $734M in FY2025 versus $3.0M in FY2021, a compound +296.4%/yr. Reported net income was −$61.9M in FY2025.

Growth Quality 62/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
734M NOK
Latest YoY
+24.8%
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.
+91.7%
Value creation/yr We only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed
Revenue +296.4%/yr
FY21 $3.0M
FY22 $104M
FY23 $439M
FY24 $588M
FY25 $734M
Net income
FY21 −$7.0M
FY22 −$175M
FY23 −$169M
FY24 −$135M
FY25 −$61.9M

NORSE screens 40% overvalued. Compare with Delta Air Lines, Inc →

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Cite: Fair Value Calculator (2026). "Norse Atlantic ASA Fair Value". https://www.fairvalue-calculator.com/stock/NORSE

Peer Group

Airlines · 58 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 41 · Below median
Fair Value upside −40% · Bottom 25%
Return on assets -2% · Bottom 25%
Net margin (TTM) -9% · Bottom 25%
Operating margin (TTM) -8% · Bottom 25%
Revenue growth 28% · Top 25%

Valuation Multiples vs Airlines median · lower = cheaper

P/S (TTM) 0.18× · Cheaper than 75% of peers
P/FCF 2.8× · 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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 53
FUTURE100 · sector 46
PAST0 · sector 48
HEALTH100 · sector 68
DIVIDEND0 · sector 46

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

PAST 0: with negative equity (buybacks among others) return on equity is not meaningfully computable.

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 Airlines stocks, each showing price versus our Fair Value estimate (as of Aug 30, 2026).

Stock Price Fair Value vs Fair Value
Delta Air Lines, Inc DAL $83.08 $115.82 +39%
United Airlines Holdings UAL $114.83 $175.62 +53%
Ryanair Holdings RYA €25.47 €41.26 +62%
Southwest Airlines Co LUV $40.67 $14.76 -64%
InterGlobe Aviation Limited INDIGO ₹5,166 ₹3,073 -41%
Singapore Airlines Limited C6L 7.09 SGD 7.89 SGD +11%
Air China Limited 601111 ¥5.94 ¥7.16 +21%
LATAM Airlines Group LTM $52.50 $106.79 +103%
China Southern Airlines Company 600029 ¥5.08 ¥1.28 -75%
Deutsche Lufthansa AG LHA €8.00 €18.94 +137%

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Frequently asked questions

Is Norse Atlantic ASA (NORSE) overvalued or undervalued?
As of Aug 30, 2026, our model estimates a fair value of kr 0.1955 versus a price of kr 0.3280, about −40% (overvalued).
What is the fair value of NORSE?
Our model-based fair value for Norse Atlantic ASA is kr 0.1955 (as of Aug 30, 2026), built from audited fundamentals. The current price: kr 0.3280.
What is the quality score of NORSE?
Norse Atlantic ASA has a Quality Score of 41/100. 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 Norse Atlantic ASA (NORSE)?
Norse Atlantic ASA reported trailing-twelve-month revenue of about 769M NOK (latest available figure, as of Aug 30, 2026).
What is the net profit margin of NORSE?
The net profit margin of Norse Atlantic ASA is about -9.2%, meaning it is currently running at a net loss. Based on the latest reported figures.

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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