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RVRC Holding (RVRC) Fair Value & Analysis

Consumer Cyclical · SE · Market cap 6.5B SEK

RH RVRC Holding RVRC · ST
Pricekr 61.85
Fair Valuekr 45.47
Upside-26.5%
Quality81/100
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Healthy Growth
Solidly profitable · 16.5% net margin
Low debt · generates free cash flow
2.38% dividend yield
Mixed vs. peers (7/14)
Wide moat 78/100
Evidence: High Range kr 32.00 – kr 86.47 Share as image

Fair value as of: Jul 11, 2026

From 24 valuation models · updated 29 days ago

Fair value updated Jul 11, 2026, revised from kr 46.12 to kr 45.47 (−1.4%) since Jun 24, 2026. Share price +9.2% over the past month.

A strong business, but screening 26% overvalued on our models.

What matters now

  • A high-quality business (quality 81/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The model range is unusually wide (kr 32.00 to kr 86.47). The outcome hinges heavily on assumptions, so read the point estimate with caution.
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Price vs Fair Value (5 years)

kr 98.17 kr 19.27 Fair Value kr 45.47 Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.

How to read this chart

60‑month range kr 19.27 – kr 98.17 · fair‑value band kr 32.00 – kr 86.47 · the kr 61.85 price screens above the kr 45.47 fair value. Dashed = 300-day average. As of Jul 11, 2026.

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Analysis

RVRC Holding (RVRC) currently trades at kr 61.85, while our model-based Fair Value estimate is kr 45.47, implying the stock looks roughly 26.5% overvalued today. The Quality Score stands at 81/100 (high quality), in the Consumer Cyclical 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: high).

Over the trailing twelve months, RVRC Holding generated revenue of 2.0B SEK at a net margin of 16.5%. Revenue grew 0.2% year over year. It earns a return on equity of 26.4%. The balance sheet holds a net cash position of 177M SEK. Fundamentals as of Jul 11, 2026

Our scenario range runs from kr 32.00 (bear case) to kr 86.47 (bull case); at kr 61.85, 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 14% below its 52-week high and 58% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -45% fair-value upside, at -26%, RVRC 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
Growth DCF kr 32.28 kr 56.61 kr 104.21 80
Residual Income kr 17.18 kr 23.05 kr 111.78 76
Rev-Margin DCF kr 23.90 kr 42.27 kr 77.93 74
All 24 models by family
DCF Models
FCF DCF kr 34.26 kr 51.78 kr 106.41 38
Owner Earnings kr 42.35 kr 91.67 kr 191.42 31
5Y Revenue Exit kr 23.16 kr 37.16 kr 66.32 39
5Y EBITDA Exit kr 34.06 kr 59.19 kr 108.47 41
5Y P/E Exit kr 43.66 kr 98.18 kr 172.97 38
10Y Revenue Exit kr 26.16 kr 51.42 kr 66.30 36
10Y EBITDA Exit kr 34.60 kr 74.35 kr 143.51 37
10Y P/E Exit kr 41.45 kr 94.55 kr 182.89 35
Earnings-Based
Graham-Dodd kr 18.19 kr 126.84 kr 178.01 54
Lynch FV kr 52.39 kr 74.84 kr 97.29 50
PEG = 1.0 kr 52.39 kr 74.84 kr 97.29 46
EPV kr 26.10 kr 29.94 kr 33.25 59
Multiples
P/E Multiple kr 44.13 kr 58.85 kr 73.56 63
P/S Multiple kr 16.37 kr 21.83 kr 27.29 58
P/B Multiple kr 34.10 kr 45.47 kr 56.84 55
EV/EBIT kr 47.34 kr 62.52 kr 77.71 53
EV/EBITDA kr 32.92 kr 43.30 kr 53.68 54
EV/Revenue kr 17.07 kr 23.62 kr 30.17 43
Asset-Based
NCAV (Graham) kr 5.77 kr 7.73 kr 11.53 50
Growth DCF
Growth DCF kr 32.28 kr 56.61 kr 104.21 80
Rev-Margin DCF kr 23.90 kr 42.27 kr 77.93 74
Economic Profit
Residual Income kr 17.18 kr 23.05 kr 111.78 76
ROIC Compounder kr 33.73 kr 49.26 kr 66.49 72
Growth Earnings
Growth-Adj P/E kr 66.56 kr 95.09 kr 123.61 68

Widest divergence: Growth Earnings (kr 95.09) versus Asset-Based (kr 7.73). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 2.0B SEK
Revenue growth (YoY) +0.2%
Net margin 16.5%
Return on equity 26.4%
Free cash flow 216M SEK FY2025
P/E ratio 20.1
More key figures
Operating margin 21.4%
EPS (TTM) kr 3.06
Dividend yield 2.4%
EPS growth (YoY) +35.1%
Net cash 177M SEK FY2025

Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 81/100

Of which business quality 77 · Market factors (momentum, volatility) 54

Profitability 88
Margins and returns on capital today
Quality Growth 59
Are margins and returns improving?
Cashflow 55
Earnings quality: real cash, not paper profit
Fin. Strength 88
Balance sheet, leverage, solvency risk
Investment 81
Disciplined investing over empire-building
Low Volatility 35
Calm price path (market factor)
Momentum 55
Price trend over the last 3–12 months (market factor)
52W Momentum 75
Distance to the 52-week high (market factor)
Net Issuance 97
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

RVRC Holding AB (publ), together with its subsidiaries, engages in the e-commerce outdoor clothing business in Germany, Sweden, and internationally. The company offers women's and men's pants, jackets, tops, base layers, and shoes, as well as underwear and socks.

Full company description

RVRC Holding AB (publ), together with its subsidiaries, engages in the e-commerce outdoor clothing business in Germany, Sweden, and internationally. The company offers women's and men's pants, jackets, tops, base layers, and shoes, as well as underwear and socks. It also provides bags and backpacks; and accessories, including caps, headbands, beanies, belts, gloves, neck gaiters, dog clothes, and gear. The company sells its products through online under the RevolutionRace brand. The company was founded in 2013 and is headquartered in Borås, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

RVRC Holding reported revenue of kr 1.9B in FY2025 versus kr 897M in FY2021, a compound +21.0%/yr. Reported net income was kr 283M in FY2025, compounding +13.3%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
1.9B SEK
Latest YoY
+4.6%
Avg. growth/yr (3Y)
+13.1%
Avg. growth/yr (5Y)
+37.8%
Avg. growth/yr (7Y)
+45.0%
Revenue +21.0%/yr
FY21 kr 897M
FY22 kr 1.3B
FY23 kr 1.6B
FY24 kr 1.8B
FY25 kr 1.9B
Net income +13.3%/yr
FY21 kr 172M
FY22 kr 288M
FY23 kr 243M
FY24 kr 308M
FY25 kr 283M

RVRC screens 26% overvalued. Compare with Industria de Diseño Textil, S.A →

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Cite: Fair Value Calculator (2026). "RVRC Holding Fair Value". https://www.fairvalue-calculator.com/stock/RVRC

Peer Group

Apparel Retail · 107 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 81 · Top 25%
Fair Value upside −27% · Below median
Return on equity (TTM) 26% · Top 25%
Return on assets 16% · Top 25%
Net margin (TTM) 16% · Top 25%
Operating margin (TTM) 21% · Top 25%
Revenue growth 0% · Below median
Dividend yield (TTM) 2.4% · Above median

Valuation Multiples vs Apparel Retail median · lower = cheaper

P/E (TTM) 20.1× · Pricier than median
P/B 5.33× · Pricier than 75% of peers
P/S (TTM) 3.24× · Pricier than 75% of peers
P/FCF 3.2× · Pricier than median
EV/EBITDA 15.0× · Pricier than 75% of peers

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 0 · sector 33
FUTURE 1 · sector 17
PAST 100 · sector 35
HEALTH 100 · sector 100
DIVIDEND 48 · sector 44

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

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Apparel Retail stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

Stock Price Fair Value vs Fair Value
Industria de Diseño Textil, S.A 1ITX €58.44 €23.29 -60%
The TJX Companies, Inc TJX $154.46 $84.95 -45%
Fast Retailing Co 6288 HK$40.00 HK$15.37 -62%
Ross Stores, Inc ROST $233.46 $118.41 -49%
Burlington Stores, Inc BURL $327.72 $147.08 -55%
Trent Limited TRENT ₹2,903 ₹709.49 -76%
lululemon athletica inc., LULU $116.33 $299.63 +158%
Aritzia Inc ATZ C$160.05 C$87.26 -45%
The Gap, Inc GAP $20.35 $37.12 +82%
Urban Outfitters, Inc URBN $72.95 $92.88 +27%

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Frequently asked questions

Is RVRC Holding (RVRC) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of kr 45.47 versus a price of kr 61.85, about −26% (overvalued).
What is the fair value of RVRC?
Our model-based fair value for RVRC Holding is kr 45.47 (as of Jul 11, 2026), built from audited fundamentals. The current price is kr 61.85.
What is the quality score of RVRC?
RVRC Holding has a Quality Score of 81/100. 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 RVRC Holding (RVRC)?
RVRC Holding reported trailing-twelve-month revenue of about 2.0B SEK (latest available figure, as of Jul 11, 2026).
What is the net profit margin of RVRC?
The net profit margin of RVRC Holding is about 16.5%, meaning it keeps roughly 16.5% of revenue as net income. Based on the latest reported figures.
Does RVRC Holding pay a dividend?
RVRC Holding currently shows a dividend yield of about 2.22% relative to its recent price (as of Jul 11, 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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