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Securitas AB (SECU-B) Fair Value & Analysis

Industrials · SE · Market cap 96.9B SEK (≈ $10.1B) · ISIN SE0000163594

What is Securitas AB really worth?

SA Securitas AB SECU-B · ST
Pricekr 151.90
Fair Valuekr 186.34
Upside+22.7%
Quality58/100

A solid business, trading 18% below our fair value of kr 186.34.

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Strengths

Moderate debt · generates free cash flow
Ranks above peers (10/15)

Risks

!Mixed Growth (revenue 5y +7.5 %/yr)
!Thin margins · 3.6% net margin
!Narrow moat 41/100

For context

·3.49% dividend yield
Evidence: High Range kr 104.83 – kr 256.66

Fair value as of: Aug 13, 2026

From 24 valuation models · updated 22 days ago

Share price −0.4% 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 (58/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (kr 104.83 to kr 256.66) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

kr 169.90 kr 63.13 Fair Value kr 186.34 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range kr 63.13 – kr 169.90 · fair‑value band kr 104.83 – kr 256.66 · the kr 151.90 price screens below the kr 186.34 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Securitas AB (SECU-B) currently trades at kr 151.90, while our model-based Fair Value estimate is kr 186.34, implying the stock looks roughly 18.5% undervalued today. The Quality Score stands at 58/100 (solid quality), in the Industrials sector. Bull case: the Multiples group reads highest at a median of kr 187.64 per share, and 15 of the 24 models we run sit above the kr 151.90 price. Bear case: the Asset-Based group reads lowest at kr 45.69, and 9 of the 24 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Securitas AB generated revenue of 152B SEK at a net margin of 3.6%. Revenue declined 8.6% year over year. It earns a return on equity of 13.2%. Net debt stands at 35.4B SEK. Fundamentals as of Aug 13, 2026

Our scenario range runs from kr 104.83 (bear case) to kr 256.66 (bull case); at kr 151.90, 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 10% below its 52-week high and 16% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −7% fair-value upside, at 23%, SECU-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 2.82 per share, which is 1.5 % 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 91.51 kr 160.61 kr 262.62 78
Growth DCF kr 94.71 kr 157.32 kr 244.93 77
Owner Earnings kr 86.95 kr 153.77 kr 252.42 74
All 24 models by family
DCF Models
FCF DCF kr 91.51 kr 160.61 kr 262.62 78
Owner Earnings kr 86.95 kr 153.77 kr 252.42 74
5Y Revenue Exit kr 107.04 kr 198.37 kr 313.24 71
5Y EBITDA Exit kr 146.91 kr 271.12 kr 413.38 74
5Y P/E Exit kr 82.54 kr 153.65 kr 226.05 69
10Y Revenue Exit kr 94.94 kr 176.25 kr 281.75 65
10Y EBITDA Exit kr 125.19 kr 226.10 kr 356.47 67
10Y P/E Exit kr 84.55 kr 145.62 kr 216.70 63
Earnings-Based
Graham-Dodd kr 60.76 kr 166.17 kr 217.97 65
Lynch FV kr 32.90 kr 47.00 kr 61.10 61
PEG = 1.0 kr 32.90 kr 47.00 kr 61.10 57
EPV kr 97.13 kr 121.09 kr 142.05 74
Multiples
P/E Multiple kr 140.73 kr 187.64 kr 234.55 63
P/S Multiple kr 113.93 kr 151.90 kr 189.88 58
P/B Multiple kr 113.93 kr 151.90 kr 189.88 55
EV/EBIT kr 193.73 kr 273.85 kr 353.96 65
EV/EBITDA kr 207.25 kr 291.87 kr 376.49 67
EV/Revenue kr 124.93 kr 198.44 kr 271.96 53
Asset-Based
NCAV (Graham) kr 34.09 kr 45.69 kr 68.19 54
Growth DCF
Growth DCF kr 94.71 kr 157.32 kr 244.93 77
Rev-Margin DCF kr 107.04 kr 198.67 kr 300.26 71
Economic Profit
Residual Income kr 64.99 kr 79.94 kr 178.97 70
ROIC Compounder kr 102.45 kr 140.13 kr 185.03 71
Growth Earnings
Growth-Adj P/E kr 111.49 kr 159.27 kr 207.05 67

Widest divergence: Multiples (kr 187.64) versus Asset-Based (kr 45.69). Highest evidence: FCF DCF (78).

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Key figures & financial health

P/E ratio 16.5 as of Jun 8, 2026
P/S ratio 0.54 P/E × margin
EPS (TTM) kr 9.44 price ÷ EPS = P/E 16.5
Dividend yield 3.5% payout 56.1%
Net margin 3.3% FY2025
Return on equity 13.2% TTM
More key figures
Profitability
Return on assets (EBIT) 6.9% avg 5y
Operating margin 6.4% TTM
Growth
Revenue (TTM) 152B SEK TTM
Revenue growth (YoY) −8.6% 3y avg +5.2%
EPS growth (YoY) +22.4%
Balance sheet & cash flow
Free cash flow 7.2B SEK FY2025
Net debt 35.4B SEK FY2025 · ≈ 4.9 yrs of FCF

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 58/100

Of which business quality 57 · Market factors (momentum, volatility) 55

Profitability 54
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 56
Earnings quality: real cash, not paper profit
Fin. Strength 53
Balance sheet, leverage, solvency risk
Investment 96
Disciplined investing over empire-building
Low Volatility 82
Calm price path (market factor)
Momentum 42
Price trend over the last 3–12 months (market factor)
52W Momentum 48
Distance to the 52-week high (market factor)
Net Issuance 45
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

Securitas AB (publ) provides security services in North America, Europe, Latin America, Africa, the Middle East, Asia, and Australia. The company operates through three segments: Securitas North America, Securitas Europe, and Securitas Ibero-America.

Full company description

Securitas AB (publ) provides security services in North America, Europe, Latin America, Africa, the Middle East, Asia, and Australia. The company operates through three segments: Securitas North America, Securitas Europe, and Securitas Ibero-America. It provides intelligence services, such as risk intelligence; safety and security services, including aviation security, fire and safety services, mobile security services, and on-site guarding; operation management security services, such as remote video solutions, smart security, and track and trace services; advisory security services comprising corporate risk management; and technology security services, which include electronic security. The company also operates operation centers. Securitas AB (publ) was founded in 1934 and is headquartered in Stockholm, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Securitas AB reported revenue of 155B SEK in FY2025 versus 108B SEK in FY2021, a compound +9.5%/yr. Reported net income was 5.1B SEK in FY2025, compounding +13.0%/yr from FY2021.

Growth Quality 69/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
155B SEK
Latest YoY
−4.2%
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.
+5.2%
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.
+7.5%
Avg. revenue growth/yr (24Y) 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.
+4.0%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+8.1% (4.6 + 3.5)
Revenue +9.5%/yr
FY21 108B SEK
FY22 133B SEK
FY23 157B SEK
FY24 162B SEK
FY25 155B SEK
Net income +13.0%/yr
FY21 3.1B SEK
FY22 4.3B SEK
FY23 1.3B SEK
FY24 5.2B SEK
FY25 5.1B SEK
Character of growth · EPS growth decomposed (2014-2025) +2.4 % p.a.
Revenue per share +4.8 %

of which total revenue +7.9 % · buybacks/dilution −2.9 %

EBIT margin +1.4 %
Tax rate −0.5 %
Residual (interest, one-offs) −3.1 %

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). "Securitas AB Fair Value". https://www.fairvalue-calculator.com/stock/SECU-B

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Security & Protection Services · 108 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 58 · Above median
Fair Value upside +23% · Above median
Return on equity (TTM) 13% · Above median
Return on assets 6% · Top 25%
Net margin (TTM) 4% · Below median
Operating margin (TTM) 6% · Above median
Revenue growth −9% · Bottom 25%
Dividend yield (TTM) 3.5% · Above median
Debt / equity 0.86× · Higher than 75% of peers

Valuation Multiples vs Security & Protection Services median · lower = cheaper

P/E (TTM) 16.5× · Cheaper than median
P/B 2.48× · Pricier than 75% of peers
P/S (TTM) 0.64× · Cheaper than median
P/FCF 1.4× · Cheaper than median
EV/EBITDA 9.6× · Cheaper than median
PEG 1.33× · Pricier than median

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
VALUE64 · sector 31
FUTURE0 · sector 39
PAST53 · sector 22
HEALTH57 · sector 99
DIVIDEND70 · sector 52

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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10 more Security & Protection Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

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MSA Safety Incorporated MSA $190.34 $116.42 −39%
ADT Inc ADT $7.44 $16.68 +124%
The Brink's Company BCO $113.12 $121.18 +7%
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The GEO Group GEO $31.81 $25.50 −20%
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Frequently asked questions

Is Securitas AB (SECU-B) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of kr 186.34 versus a price of kr 151.90, about +23% upside (undervalued).
What is the fair value of SECU-B?
Our model-based fair value for Securitas AB is kr 186.34 (as of Aug 13, 2026), built from audited fundamentals. The current price: kr 151.90.
What is the quality score of SECU-B?
Securitas AB has a Quality Score of 58/100. 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 Securitas AB (SECU-B)?
Securitas AB reported trailing-twelve-month revenue of about 152B SEK (latest available figure, as of Aug 13, 2026).
What is the net profit margin of SECU-B?
The net profit margin of Securitas AB is about 3.6%, meaning it keeps roughly 3.6% of revenue as net income. Based on the latest reported figures.
Does Securitas AB pay a dividend?
Securitas AB currently shows a dividend yield of about 3.49% relative to its recent price (as of Aug 13, 2026).
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