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Rejlers AB (REJL-B) Fair Value & Analysis

Industrials · SE · Market cap 3.6B SEK (≈ $374M) · ISIN SE0000123671

What is Rejlers AB really worth?

RA Rejlers AB REJL-B · ST
Pricekr 158.80
Fair Valuekr 196.59
Upside+23.8%
Quality47/100

Below-average quality, trading 19% below our fair value of kr 196.59.

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Strengths

Healthy Growth (revenue 5y +14.9 %/yr)
Low debt · generates free cash flow
Ranks above peers (11/15)

Risks

!Thin margins · 3.8% net margin
!Narrow moat 37/100
!Weak on future: 17 out of 100

For context

·3.31% dividend yield
Evidence: High Range kr 143.33 – kr 245.74

Fair value as of: Aug 21, 2026

From 26 valuation models · updated 15 days ago

Share price −0.7% over the past month.

What runs behind every stock

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

What matters now

  • Solid quality (47/100) at a price below fair value, the discount is the argument here, not the business quality.
  • The price sits in the lower half of our model range, the side with the larger margin of safety.
  • The data supports the verdict: every model runs on fully documented inputs.

Price vs Fair Value (5 years)

kr 200.08 kr 96.80 Fair Value kr 196.59 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 21, 2026.

How to read this chart

60‑month range kr 96.80 – kr 200.08 · fair‑value band kr 143.33 – kr 245.74 · the kr 158.80 price screens below the kr 196.59 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 21, 2026.

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Analysis

Rejlers AB (REJL-B) currently trades at kr 158.80, while our model-based Fair Value estimate is kr 196.59, implying the stock looks roughly 19.2% undervalued today. The Quality Score stands at 47/100 (below-average quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of kr 256.46 per share, and 17 of the 26 models we run sit above the kr 158.80 price. Bear case: the Asset-Based group reads lowest at kr 66.59, and 9 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Rejlers AB generated revenue of 4.8B SEK at a net margin of 3.8%. Revenue grew 3.4% year over year. It earns a return on equity of 8.9%. Net debt stands at 790M SEK. Fundamentals as of Aug 21, 2026

Our scenario range runs from kr 143.33 (bear case) to kr 245.74 (bull case); at kr 158.80, 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 21% below its 52-week high and 15% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −21% fair-value upside, at 24%, REJL-B screens cheaper 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 1.85 per share, which is 0.9 % 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
FCF DCF kr 181.89 kr 313.50 kr 530.26 78
Growth DCF kr 180.63 kr 301.09 kr 492.51 77
Residual Income kr 85.14 kr 93.10 kr 120.60 76
All 26 models by family
DCF Models
FCF DCF kr 181.89 kr 313.50 kr 530.26 78
Owner Earnings kr 76.08 kr 129.76 kr 218.19 74
5Y Revenue Exit kr 147.32 kr 245.10 kr 375.50 71
5Y EBITDA Exit kr 215.53 kr 384.07 kr 594.17 74
5Y P/E Exit kr 152.90 kr 256.46 kr 372.67 70
10Y Revenue Exit kr 153.62 kr 248.72 kr 389.81 66
10Y EBITDA Exit kr 201.80 kr 347.61 kr 566.71 67
10Y P/E Exit kr 161.39 kr 256.81 kr 387.51 63
Earnings-Based
Graham-Dodd kr 63.66 kr 283.58 kr 388.47 64
Lynch FV kr 73.66 kr 105.22 kr 136.79 61
PEG = 1.0 kr 73.66 kr 105.22 kr 136.79 57
EPV kr 110.61 kr 127.57 kr 142.21 74
Dividend Discount
Gordon GGM kr 46.02 kr 91.71 kr 138.87 67
DDM Multi-Stage kr 46.02 kr 79.25 kr 96.80 67
Multiples
P/E Multiple kr 147.44 kr 196.59 kr 245.74 63
P/S Multiple kr 119.36 kr 159.15 kr 198.93 58
P/B Multiple kr 119.36 kr 159.15 kr 198.93 55
EV/EBIT kr 183.97 kr 244.23 kr 304.49 66
EV/EBITDA kr 253.79 kr 337.32 kr 420.86 67
EV/Revenue kr 132.21 kr 187.51 kr 242.81 54
Asset-Based
NCAV (Graham) kr 49.70 kr 66.59 kr 99.39 54
Growth DCF
Growth DCF kr 180.63 kr 301.09 kr 492.51 77
Rev-Margin DCF kr 147.32 kr 243.73 kr 366.82 72
Economic Profit
Residual Income kr 85.14 kr 93.10 kr 120.60 76
ROIC Compounder kr 115.55 kr 152.07 kr 201.76 72
Growth Earnings
Growth-Adj P/E kr 120.45 kr 172.08 kr 223.70 67

Widest divergence: DCF Models (kr 256.46) versus Asset-Based (kr 66.59). Highest evidence: FCF DCF (78).

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Key figures & financial health

P/E ratio 19.6 as of Jul 16, 2026
P/S ratio 0.82 P/E × margin
EPS (TTM) kr 7.98 price ÷ EPS = P/E 19.6
Dividend yield 3.3% payout 65.8%
Net margin 4.2% FY2025
Return on equity 8.9% TTM
More key figures
Profitability
Return on assets (EBIT) 7.0% avg 5y
Operating margin 7.3% TTM
Growth
Revenue (TTM) 4.8B SEK TTM
Revenue growth (YoY) +3.4% 3y avg +10.5%
EPS growth (YoY) −27.5%
Balance sheet & cash flow
Free cash flow 313M SEK FY2025
Net debt 790M SEK FY2025 · ≈ 2.5 yrs of FCF

Figures from reported company fundamentals · as of Aug 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 47/100

Of which business quality 48 · Market factors (momentum, volatility) 49

Profitability 43
Margins and returns on capital today
Quality Growth 36
Are margins and returns improving?
Cashflow 36
Earnings quality: real cash, not paper profit
Fin. Strength 66
Balance sheet, leverage, solvency risk
Investment 55
Disciplined investing over empire-building
Low Volatility 88
Calm price path (market factor)
Momentum 37
Price trend over the last 3–12 months (market factor)
52W Momentum 25
Distance to the 52-week high (market factor)
Net Issuance 55
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

Rejlers AB (publ), together with its subsidiaries, engages in the provision of engineering consultancy services in Sweden, Finland, Norway, and Abu Dhabi.

Full company description

Rejlers AB (publ), together with its subsidiaries, engages in the provision of engineering consultancy services in Sweden, Finland, Norway, and Abu Dhabi. The company provides its services in various areas, including road and rail networks, water utilities, telecom and IT networks, city planning and building construction and structural systems such as heating, ventilation, fire safety and electrical engineering. It serves energy, industry, infrastructure and environment, buildings and properties, communication and security, and technical management consulting. The company was formerly known as Rejlerkoncernen AB and changed its name to Rejlers AB (publ) in July 2013. Rejlers AB (publ) was founded in 1942 and is headquartered in Stockholm, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Rejlers AB reported revenue of 4.7B SEK in FY2025 versus 2.9B SEK in FY2021, a compound +13.1%/yr. Reported net income was 197M SEK in FY2025, compounding +15.7%/yr from FY2021.

Growth Quality 85/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
4.7B SEK
Latest YoY
+7.0%
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.
+10.5%
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.
+14.9%
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.
+14.0%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+13.1% (9.8 + 3.3)
Revenue +13.1%/yr
FY21 2.9B SEK
FY22 3.5B SEK
FY23 4.1B SEK
FY24 4.4B SEK
FY25 4.7B SEK
Net income +15.7%/yr
FY21 110M SEK
FY22 196M SEK
FY23 185M SEK
FY24 222M SEK
FY25 197M SEK
Character of growth · EPS growth decomposed (2014-2025) +16.2 % p.a.
Revenue per share +3.8 %

of which total revenue +9.4 % · buybacks/dilution −5.1 %

EBIT margin +10.7 %
Tax rate +1.1 %
Residual (interest, one-offs) −0.1 %

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).

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

Peer Group

Consulting Services · 80 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 47 · Bottom 25%
Fair Value upside +24% · Above median
Return on equity (TTM) 9% · Above median
Return on assets 6% · Above median
Net margin (TTM) 4% · Below median
Operating margin (TTM) 7% · Below median
Revenue growth 3% · Above median
Dividend yield (TTM) 3.3% · Above median

Valuation Multiples vs Consulting Services median · lower = cheaper

P/E (TTM) 19.6× · Pricier than median
P/B 1.70× · Cheaper than median
P/S (TTM) 0.75× · Cheaper than median
P/FCF 1.2× · Cheaper than 75% of peers
EV/EBITDA 7.5× · Cheaper than median
PEG 0.40× · Cheaper than 75% of peers

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
VALUE65 · sector 23
FUTURE17 · sector 17
PAST36 · sector 35
HEALTH100 · sector 89
DIVIDEND66 · sector 62

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

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Frequently asked questions

Is Rejlers AB (REJL-B) overvalued or undervalued?
As of Aug 21, 2026, our model estimates a fair value of kr 196.59 versus a price of kr 158.80, about +24% upside (undervalued).
What is the fair value of REJL-B?
Our model-based fair value for Rejlers AB is kr 196.59 (as of Aug 21, 2026), built from audited fundamentals. The current price: kr 158.80.
What is the quality score of REJL-B?
Rejlers AB has a Quality Score of 47/100. 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 Rejlers AB (REJL-B)?
Rejlers AB reported trailing-twelve-month revenue of about 4.8B SEK (latest available figure, as of Aug 21, 2026).
What is the net profit margin of REJL-B?
The net profit margin of Rejlers AB is about 3.8%, meaning it keeps roughly 3.8% of revenue as net income. Based on the latest reported figures.
Does Rejlers AB pay a dividend?
Rejlers AB currently shows a dividend yield of about 3.31% relative to its recent price (as of Aug 21, 2026).
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