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Train Alliance AB (TRAIN-B) Fair Value & Analysis

Industrials · SE · Market cap 497M SEK (≈ $52.0M) · ISIN SE0012904779

What is Train Alliance AB really worth?

TA Train Alliance AB TRAIN-B · ST
Pricekr 6.08
Fair Valuekr 14.74
Upside+142.4%
Quality51/100

A solid business, trading 59% below our fair value of kr 14.74.

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Strengths

Highly profitable · 26.6% net margin
Low debt · generates free cash flow

Risks

!Expensive Growth (revenue 5y +56.4 %/yr)
!Mixed vs. peers (7/13)
!Moderate moat 45/100
!Evidence only low, so the estimate is less certain
!Weak on past: 23 out of 100
Evidence: Low Range kr 6.49 – kr 17.12

Fair value as of: Aug 29, 2026

From 24 valuation models · updated 7 days ago

Share price −3.5% over the past month.

What runs behind every stock

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

What matters now

  • The price is below even our cautious bear case (kr 6.49). The market is more pessimistic than our downside scenario.
  • The model range is unusually wide (kr 6.49 to kr 17.12). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • Solid quality (51/100) at a price below fair value, the discount is the argument here, not the business quality.

Price vs Fair Value (5 years)

kr 32.99 kr 5.98 Fair Value kr 14.74 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 29, 2026.

How to read this chart

60‑month range kr 5.98 – kr 32.99 · fair‑value band kr 6.49 – kr 17.12 · the kr 6.08 price screens below the kr 14.74 fair value. Dashed = 300-day average. As of Aug 29, 2026.

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Analysis

Train Alliance AB (TRAIN-B) currently trades at kr 6.08, while our model-based Fair Value estimate is kr 14.74, implying the stock looks roughly 58.8% undervalued today. The Quality Score stands at 51/100 (solid quality), in the Industrials sector. Bull case: the Growth Earnings group reads highest at a median of kr 59.73 per share, and 17 of the 24 models we run sit above the kr 6.08 price. Bear case: the Economic Profit group reads lowest at kr 1.92, and 7 of the 24 models stay below the price. Evidence for this calculation is low.

Over the trailing twelve months, Train Alliance AB generated revenue of 295M SEK at a net margin of 33.2%. Revenue grew 11.2% year over year. It earns a return on equity of 7.2%. Net debt stands at 459M SEK. Fundamentals as of Aug 29, 2026

Our scenario range runs from kr 6.49 (bear case) to kr 17.12 (bull case); at kr 6.08, the current price sits below 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 72% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −46% fair-value upside, at 142%, TRAIN-B screens cheaper than that median.

Fair Value models

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
Residual Income best evidence kr 15.17 kr 15.55 kr 15.39 76
EPV kr 0.9600 kr 1.92 kr 2.73 70
ROIC Compounder kr 0.9600 kr 1.92 kr 2.73 70
All 24 models by family
DCF Models
FCF DCF kr 1.35 kr 4.79 kr 15.07 69
Owner Earnings kr 0.6800 kr 7.98 kr 21.53 65
5Y Revenue Exit kr 0.1500 kr 4.53 kr 13.68 62
5Y EBITDA Exit kr 4.64 kr 13.59 kr 31.16 68
5Y P/E Exit kr 11.30 kr 35.70 kr 69.44 65
10Y Revenue Exit kr 0.3900 kr 7.54 kr 11.91 62
10Y EBITDA Exit kr 3.58 kr 16.34 kr 38.87 60
10Y P/E Exit kr 8.02 kr 29.42 kr 65.57 57
Earnings-Based
Graham-Dodd kr 9.40 kr 65.53 kr 91.95 63
Lynch FV kr 31.54 kr 45.06 kr 58.58 61
PEG = 1.0 kr 31.54 kr 45.06 kr 58.58 57
EPV kr 0.9600 kr 1.92 kr 2.73 70
Multiples
P/E Multiple kr 21.76 kr 29.02 kr 36.27 63
P/S Multiple kr 6.25 kr 8.33 kr 10.42 58
P/B Multiple kr 17.62 kr 23.49 kr 29.36 55
EV/EBIT kr 6.85 kr 11.17 kr 15.50 64
EV/EBITDA kr 5.99 kr 10.02 kr 14.06 65
EV/Revenue kr 1.37 kr 3.62 50
Asset-Based
NCAV (Graham) kr 9.98 kr 13.37 kr 19.96 54
Growth DCF
Growth DCF kr 0.8700 kr 5.98 kr 14.00 69
Rev-Margin DCF kr 0.7400 kr 6.07 kr 17.10 62
Economic Profit
Residual Income best evidence kr 15.17 kr 15.55 kr 15.39 76
ROIC Compounder kr 0.9600 kr 1.92 kr 2.73 70
Growth Earnings
Growth-Adj P/E kr 41.81 kr 59.73 kr 77.65 67

Widest divergence: Growth Earnings (kr 59.73) versus Economic Profit (kr 1.92). Highest evidence: Residual Income (76).

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Key figures & financial health

P/E ratio 22.4 as of Jun 8, 2026
P/S ratio 7.44 P/E × margin
EPS (TTM) kr 0.9100 price ÷ EPS = P/E 22.4
Net margin 33.2% FY2025
Return on equity 7.2% TTM
Return on assets (EBIT) 3.3% avg 5y
More key figures
Profitability
Operating margin 35.5% TTM
Growth
Revenue (TTM) 295M SEK TTM
Revenue growth (YoY) +11.2% 3y avg +27.8%
EPS growth (YoY) +11.1%
Balance sheet & cash flow
Free cash flow 38.9M SEK FY2025
Net debt 459M SEK FY2025 · ≈ 11.8 yrs of FCF

Figures from reported company fundamentals · as of Aug 29, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 51/100

Of which business quality 50 · Market factors (momentum, volatility) 15

Profitability 36
Margins and returns on capital today
Quality Growth 53
Are margins and returns improving?
Cashflow 51
Earnings quality: real cash, not paper profit
Fin. Strength 42
Balance sheet, leverage, solvency risk
Investment 46
Disciplined investing over empire-building
Low Volatility 49
Calm price path (market factor)
Momentum 0
Price trend over the last 3–12 months (market factor)
52W Momentum 1
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

Train Alliance AB (publ) provides railway facilities in Sweden. It acquires land and develops it to be railway-ready, as well as constructs railways and railway-related infrastructure. The company was formerly known as Train Alliance Sweden AB (publ) and changed its name to Train Alliance AB (publ) in July 2024.

Full company description

Train Alliance AB (publ) provides railway facilities in Sweden. It acquires land and develops it to be railway-ready, as well as constructs railways and railway-related infrastructure. The company was formerly known as Train Alliance Sweden AB (publ) and changed its name to Train Alliance AB (publ) in July 2024. The company was incorporated in 2009 and is headquartered in Hallsberg, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Train Alliance AB reported revenue of 295M SEK in FY2025 versus 125M SEK in FY2021, a compound +23.9%/yr. Reported net income was 97.8M SEK in FY2025, compounding +49.9%/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)
295M SEK
Latest YoY
+13.5%
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.
+27.8%
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.
+56.4%
Avg. revenue growth/yr (13Y) 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.
+14.7%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+37.6% (37.6 + 0.0)
Revenue +23.9%/yr
FY21 125M SEK
FY22 141M SEK
FY23 166M SEK
FY24 260M SEK
FY25 295M SEK
Net income +49.9%/yr
FY21 19.4M SEK
FY22 117M SEK
FY23 36.9M SEK
FY24 28.1M SEK
FY25 97.8M SEK

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

Peer Group

Engineering & Construction · 817 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 · Above median
Fair Value upside +142% · Top 25%
Return on equity (TTM) 6% · Below median
Return on assets 3% · Above median
Net margin (TTM) 27% · Top 25%
Operating margin (TTM) −35% · Bottom 25%
Revenue growth −44% · Bottom 25%
Debt / equity 0.37× · Higher than median

Valuation Multiples vs Engineering & Construction median · lower = cheaper

P/E (TTM) 22.4× · Pricier than median
P/B 0.35× · Cheaper than 75% of peers
P/S (TTM) 1.84× · Pricier than 75% of peers
P/FCF 1.3× · Cheaper than median
EV/EBITDA 8.4× · Cheaper 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
VALUE100 · sector 17
FUTURE0 · sector 12
PAST23 · sector 26
HEALTH81 · sector 94
DIVIDEND0 · sector 39

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 Engineering & Construction stocks, each showing price versus our Fair Value estimate (as of Aug 29, 2026).

Stock Price Fair Value vs Fair Value
Quanta Services, Inc PWR $620.06 $143.92 −77%
Vinci SA DG €114.35 €185.62 +62%
Comfort Systems USA, Inc FIX $1,615 $519.97 −68%
Larsen & Toubro Limited LT ₹4,072 ₹2,196 −46%
Ferrovial N.V FER €57.28 €19.17 −67%
HOCHTIEF Aktiengesellschaft HOT €426.40 €203.87 −52%
Samsung C&T Corporation 028260 373,000 KRW 261,411 KRW −30%
EMCOR Group EME $775.04 $549.47 −29%
MasTec, Inc MTZ $241.00 $100.00 −59%
Bouygues SA EN €46.65 €65.67 +41%

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Frequently asked questions

Is Train Alliance AB (TRAIN-B) overvalued or undervalued?
As of Aug 29, 2026, our model estimates a fair value of kr 14.74 versus a price of kr 6.08, about +142% upside (undervalued).
What is the fair value of TRAIN-B?
Our model-based fair value for Train Alliance AB is kr 14.74 (as of Aug 29, 2026), built from audited fundamentals. The current price: kr 6.08.
What is the quality score of TRAIN-B?
Train Alliance AB has a Quality Score of 51/100. 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 Train Alliance AB (TRAIN-B)?
Train Alliance AB reported trailing-twelve-month revenue of about 295M SEK (latest available figure, as of Aug 29, 2026).
What is the net profit margin of TRAIN-B?
The net profit margin of Train Alliance AB is about 33.2%, meaning it keeps roughly 33.2% of revenue as net income. Based on the latest reported figures.
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