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Svenska Handelsbanken AB (SHB-A) Fair Value & Analysis

Financial Services · SE · Market cap 279B SEK (≈ $29.1B) · ISIN SE0007100599

SH Svenska Handelsbanken AB SHB-A · ST
Pricekr 148.20
Fair Valuekr 148.18
Upside0.0%
Quality46/100
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Strengths

Highly profitable · 41.7% net margin
Wide moat 72/100

Risks

!Expensive Growth (revenue 5y +26.6 %/yr)
!High debt · negative free cash flow
!Mixed vs. peers (6/14)
Expensive Growth (revenue 5y +26.6 %/yr)
Highly profitable · 41.7% net margin
High debt · negative free cash flow
11.81% dividend yield
Mixed vs. peers (6/14)
Wide moat 72/100
Evidence: High Range kr 111.14 – kr 185.23 Share as image

Fair value as of: Aug 27, 2026

From 4 valuation models · updated 3 days ago

Share price +3.5% over the past month.

Below-average quality, currently priced close to our fair value.

What runs behind every stock

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

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What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

kr 148.90 kr 59.29 Fair Value kr 148.18 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 27, 2026.

How to read this chart

60‑month range kr 59.29 – kr 148.90 · fair‑value band kr 111.14 – kr 185.23 · the kr 148.20 price screens above the kr 148.18 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 27, 2026.

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Analysis

Svenska Handelsbanken AB (SHB-A) currently trades at kr 148.20, while our model-based Fair Value estimate is kr 148.18, implying the stock looks roughly 0.0% fairly valued today. The Quality Score stands at 46/100 (below-average quality), in the Financial Services 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, Svenska Handelsbanken AB generated revenue of 55.7B SEK at a net margin of 42.6%. Revenue declined 9.3% year over year. It earns a return on equity of 13.5%. Net debt stands at 1.3T SEK. Fundamentals as of Aug 27, 2026

Our scenario range runs from kr 111.14 (bear case) to kr 185.23 (bull case); at kr 148.20, 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 near its 52-week high and 49% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at -8% fair-value upside, at 0%, SHB-A 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 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
Residual Income best evidence kr 96.22 kr 115.90 kr 253.12 71
P/E Multiple kr 118.95 kr 158.60 kr 198.25 63
P/B Multiple kr 107.63 kr 143.51 kr 179.39 55
All 4 models by family
Multiples
P/E Multiple kr 118.95 kr 158.60 kr 198.25 63
P/B Multiple kr 107.63 kr 143.51 kr 179.39 55
Asset-Based
NCAV (Graham) kr 51.25 kr 68.68 kr 102.51 54
Economic Profit
Residual Income best evidence kr 96.22 kr 115.90 kr 253.12 71

Widest divergence: Multiples (kr 143.51) versus Asset-Based (kr 68.68). Highest evidence: Residual Income (71).

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Key figures & financial health

P/E ratio 11.1 as of Jun 8, 2026
P/S ratio 1.83 P/E × margin
EPS (TTM) kr 12.14 price ÷ EPS = P/E 11.1
Dividend yield 11.8% payout 144%
Net margin 16.5% FY2025
Return on equity 13.5% TTM
More key figures
Profitability
Return on assets (EBIT) 1.1% avg 5y
Operating margin 51.9% TTM
Growth
Revenue (TTM) 55.7B SEK TTM
Revenue growth (YoY) -9.3% 3y avg +42.9%
EPS growth (YoY) +0.6%
Balance sheet & cash flow
Free cash flow −46.8B SEK FY2025
Net debt 1.3T SEK FY2025

Figures from reported company fundamentals · as of Aug 27, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 46/100

Of which business quality 42 · Market factors (momentum, volatility) 79

Profitability 29
Margins and returns on capital today
Quality Growth 42
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 40
Balance sheet, leverage, solvency risk
Investment 99
Disciplined investing over empire-building
Low Volatility 98
Calm price path (market factor)
Momentum 62
Price trend over the last 3–12 months (market factor)
52W Momentum 85
Distance to the 52-week high (market factor)
Net Issuance 82
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

Svenska Handelsbanken AB (publ) provides various banking products and services for private and corporate customers primarily in Sweden, the United Kingdom, Norway, the Netherlands, and internationally. The company offers personal and corporate banking, and financial institutions.

Full company description

Svenska Handelsbanken AB (publ) provides various banking products and services for private and corporate customers primarily in Sweden, the United Kingdom, Norway, the Netherlands, and internationally. The company offers personal and corporate banking, and financial institutions. It provides green loans, pension, advisory, investment and other financing services. In addition, the company's financial services, includes asset management, transaction banking, corporate finance, financing, markets, trade finance, market information and research services to large corporations; trading and execution. Further, it provides cash management, and securities finance solutions; and various corporate banking services to small and medium-sized companies and large corporates, as well as digital and private banking services. Svenska Handelsbanken AB (publ) was incorporated in 1871 and is headquartered in Stockholm, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Svenska Handelsbanken AB reported revenue of kr 144B in FY2025 versus kr 42.9B in FY2021, a compound +35.3%/yr. Reported net income was kr 23.7B in FY2025, compounding +5.0%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
144B SEK
Latest YoY
+130.5%
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.
+42.9%
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.
+26.6%
Avg. revenue growth/yr (20Y) 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.
+8.9%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+18.8% (7.0 + 11.8)
Revenue +35.3%/yr
FY21 kr 42.9B
FY22 kr 49.2B
FY23 kr 62.1B
FY24 kr 62.3B
FY25 kr 144B
Net income +5.0%/yr
FY21 kr 19.5B
FY22 kr 21.7B
FY23 kr 29.1B
FY24 kr 27.5B
FY25 kr 23.7B
Character of growth · EPS growth decomposed (2014-2025) +5.9 % p.a.
Revenue per share +9.5 %

of which total revenue +9.5 % · buybacks/dilution −0.1 %

EBIT margin −8.6 %
Tax rate −0.2 %
Residual (interest, one-offs) +6.0 %

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). "Svenska Handelsbanken AB Fair Value". https://www.fairvalue-calculator.com/stock/SHB-A

Earlier news

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

Peer Group

Banks - Diversified · 48 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 51 · Below median
Fair Value upside +0% · Above median
Return on equity (TTM) 13% · Above median
Return on assets 1% · Below median
Net margin (TTM) 42% · Top 25%
Operating margin (TTM) 50% · Above median
Revenue growth -4% · Bottom 25%
Dividend yield (TTM) 11.8% · Top 25%
Debt / equity 7.34× · Higher than 75% of peers

Valuation Multiples vs Banks - Diversified median · lower = cheaper

P/E (TTM) 11.1× · Cheaper than median
P/B 1.40× · Pricier than median
P/S (TTM) 4.95× · Pricier than 75% of peers
EV/EBITDA 40.7× · Pricier than 75% of peers
PEG 19.27× · 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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE33 · sector 19
FUTURE0 · sector 25
PAST51 · sector 42
HEALTH0 · sector 48
DIVIDEND100 · sector 73

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 Banks - Diversified stocks, each showing price versus our Fair Value estimate (as of Aug 27, 2026).

Stock Price Fair Value vs Fair Value
JPMorgan Chase & Co JPM $354.22 $217.97 -38%
Bank of America Corporation BAC $61.17 $50.87 -17%
China Construction Bank Corporation 601939 ¥10.55 ¥18.21 +73%
Industrial and Commercial Bank of China Limited 601398 ¥7.86 ¥14.44 +84%
HSBC Holdings HSBC $103.65 $75.89 -27%
Agricultural Bank of China Limited 601288 ¥6.79 ¥12.94 +91%
Royal Bank of Canada RY C$288.11 C$151.80 -47%
Bank of China Limited 601988 ¥6.14 ¥11.24 +83%
Wells Fargo & Company WFC $86.69 $79.60 -8%
Mitsubishi UFJ Financial Group MUFG $22.90 $20.50 -10%

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Frequently asked questions

Is Svenska Handelsbanken AB (SHB-A) overvalued or undervalued?
As of Aug 27, 2026, our model estimates a fair value of kr 148.18 versus a price of kr 148.20, about −0% (fairly valued).
What is the fair value of SHB-A?
Our model-based fair value for Svenska Handelsbanken AB is kr 148.18 (as of Aug 27, 2026), built from audited fundamentals. The current price: kr 148.20.
What is the quality score of SHB-A?
Svenska Handelsbanken AB has a Quality Score of 46/100. 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 Svenska Handelsbanken AB (SHB-A)?
Svenska Handelsbanken AB reported trailing-twelve-month revenue of about 55.7B SEK (latest available figure, as of Aug 27, 2026).
What is the net profit margin of SHB-A?
The net profit margin of Svenska Handelsbanken AB is about 42.6%, meaning it keeps roughly 42.6% of revenue as net income. Based on the latest reported figures.
Does Svenska Handelsbanken AB pay a dividend?
Svenska Handelsbanken AB currently shows a dividend yield of about 11.81% relative to its recent price (as of Aug 27, 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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