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Ratos AB (RATO-B) Fair Value & Analysis

Industrials · SE · Market cap 12.1B SEK

RA Ratos AB RATO-B · ST
Pricekr 37.72
Fair Valuekr 50.99
Upside+35.2%
Quality51/100
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Evidence: Medium Range kr 33.06 – kr 68.92 📤 Share as image

Fair value as of: Jul 19, 2026

From 11 valuation models · updated 2 days ago

Share price +14.8% over the past month.

Price vs Fair Value (12 months)

kr 38.46 kr 31.48 Fair Value kr 50.99 Jul 2025 Jul 2026

12‑month range kr 31.48 – kr 38.46 · fair‑value band kr 33.06 – kr 68.92 · the kr 37.72 price screens below the kr 50.99 fair value. As of Jul 19, 2026.

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Analysis

Ratos AB (RATO-B) currently trades at kr 37.72, while our model-based Fair Value estimate is kr 50.99, implying the stock looks roughly 35.2% undervalued today. We read business quality at 51/100 (solid quality), in the Industrials 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: medium), always confirm before acting.

Over the trailing twelve months, Ratos AB generated revenue of 19.1B SEK at a net margin of 10.9%. Revenue grew 0.6% year over year. It earns a return on equity of -3.3%. Net debt stands at 6.8B SEK. Fundamentals as of Jul 19, 2026

Our scenario range runs from kr 33.06 (bear case) to kr 68.92 (bull case); at kr 37.72, the current price sits within that range. The share trades about 5% below its 52-week high and 26% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -49% fair-value upside, at 35%, RATO-B screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 19.1B SEK
Revenue growth (YoY) +0.6%
Net margin 10.9%
Return on equity -3.3%
Free cash flow 1.9B SEK FY2025
Operating margin 2.7%
More key figures
EPS (TTM) kr -2.01
Dividend yield 4.1%
EPS growth (YoY) -22.2%
Net debt 6.8B SEK FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 19, 2026. TTM = trailing twelve months.

About the company

Ratos AB (publ) is a private equity firm specializing in buyouts, turnarounds, add on acquisitions, and middle market transactions. The firm does not invest in early stages and in companies that operate in the arms industry, pornography, or are detrimental to the environment. It seeks to invest in unlisted medium sized companies. The firm invests in industry and technology (including aftermarket information and training solutions, sustainable core material development, product and digital service development at the intersection between business strategy and technological development, secondary optics, camping and outdoor equipment, third-party logistics, and contract research for biotech and pharmaceutical companies,) construction and services (including electrification of rail infrastructure, maintenance of critical transportation infrastructure, technology and design of complex sustainable energy solutions, and Construction of commercial properties, public buildings and housing), …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Ratos AB reported revenue of kr 18.8B in FY2025 versus kr 22.6B in FY2021, a compound −4.4%/yr. Reported net income was −kr 683M in FY2025.

Revenue −4.4%/yr
FY21 kr 22.6B
FY22 kr 29.9B
FY23 kr 33.7B
FY24 kr 32.1B
FY25 kr 18.8B
Net income
FY21 kr 2.6B
FY22 kr 548M
FY23 kr 1.2B
FY24 kr 249M
FY25 −kr 683M

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

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10 more Engineering & Construction stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

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NBCC (India) Limited NBCC ₹102.36 ₹48.22 -53%
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KEPCO Engineering & Construction Company 052690 115,300 KRW 13,210 KRW -89%

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Frequently asked questions

Is Ratos AB (RATO-B) undervalued?
As of Jul 19, 2026, our model estimates a fair value of kr 50.99 versus a price of kr 37.72, about +35% (undervalued). Model-based estimate, not financial advice.
What is the fair value of RATO-B?
Our model-based fair value for Ratos AB is kr 50.99 (as of Jul 19, 2026), built from audited fundamentals. The current price is kr 37.72.
What is the quality score of RATO-B?
Ratos AB has a Quality Score of 51/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Ratos AB (RATO-B)?
Ratos AB reported trailing-twelve-month revenue of about 19.1B SEK (latest available figure, as of Jul 19, 2026).
What is the net profit margin of RATO-B?
The net profit margin of Ratos AB is about 10.9%, meaning it keeps roughly 10.9% of revenue as net income. Based on the latest reported figures.
Does Ratos AB pay a dividend?
Ratos AB currently shows a dividend yield of about 4.10% relative to its recent price (as of Jul 19, 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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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.