2026 Q1 -tulosraportti
18 päivää sitten
‧47 min
2,15 NOK/osake
Viimeisin osinko
2,24%Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 250 | - | - | ||
| 640 | - | - | ||
| 2 360 | - | - | ||
| 53 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·9 t sitten · MuokattuToday's PE is lowest since 2016; Barclays: 150.00 NOK (Buy) • Kepler Cheuvreux: 136.00 NOK (Buy) • Nordea: 130.00 NOK (Buy) • Arctic Securities: 130.00 NOK (Buy) • Clarksons Platou: 125.00 NOK (Buy)
·7 t sittenThe picture is complete with price targets from 85 kr to 193 kr, which I have seen. I assume the one who had 240 kr will calculate again (don't remember the name).
·12 t sittenBased on my own valuation analysis of Tomra Systems ASA, using 2024 figures as a starting point, I estimate a fair share price of approximately 73.26 kroner. This valuation is based on an expected annual growth of 4–5 % going forward, as well as a terminal growth of 3 %. The latter reflects a conservative view, where the company cannot grow faster than the underlying market in the long term. When I adjust the perspective with actual developments into 2025, this assumption appears somewhat optimistic. Historically, the company has shown strong growth, with an increase in earnings of 21.07 % from 2022 to 2023, followed by an additional 7.65 % growth in 2024. However, the trend reversed in 2025 with a decrease of 2.2 %, which indicates weaker underlying earnings and reduced momentum. This is also supported by weaker key figures in 2025, where both ROCE, ROE, and EPS fell compared to previous years. Such a development points towards pressured margins and a more challenging profitability situation going forward. Although I assume stable margins of around 60 % in the model, it is more realistic to expect some margin pressure given the observed development. In comparison: if I increase the growth assumptions to 10 % annually from 2025 to 2029, I get an estimated share value of 87.65 kroner. Even under such an aggressive and, in my opinion, unlikely growth scenario, the share still appears overpriced relative to the calculated value when it was traded around 146.6 kroner at the start of the analysis. The conclusion is therefore that the market at that time largely priced in a growth and profitability that is not compatible with the actual results and the observed development in 2025. My assessment is that this provides a clear indication of overvaluation, even under optimistic assumptions. I am open to counterarguments if there are aspects in the analysis that have been overlooked or misweighted.·7 t sittenThe stock market prices in future growth. That is what is decisive.·6 t sitten · MuokattuAbsolutely, doesn't mean that the future estimates are correct. Remember as warren Buffett and bill ackman have said. Stocks over a longer time horizon revert to their fundamental values. Therefore they buy undervalued companies because over a time horizon the stock should reflect the fundamental values and they profit well from it. PS: not saying that Tomra is undervalued!^^
·16 t sittenTomra has had an EBIT-margin of 12-11% for the last four financial years. Perhaps an explanation for a very poor share price development.·12 t sittenEarnings were worse too. ROCE was lower, ROE was lower, EPS was lower. Most of it was very low. And when earnings also fall by 2,2% then that is bad.- ·16 t sitten · MuokattuQ1 was a bad quarter, because Recycling (now accounts for a small part of revenue) is having trouble. In the deposit segment, the ebita margin is intact, I put more emphasis on that. - Updated LTM multiples, growth rate and valuation: EV 39,6 bn NOK (27,8+5,5+7,3-1,0) - decrease Ebita LTM 1,75 bn NOK (161) - decrease EV/ebita LTM 22x - high (decreasing) P/E LTM 30x (27,8/0,93) - high (decreasing), but historically low. PEG ratio 2,7x (30/11) - high (decreasing) overpriced. = Revenue is up 11% YoY, but the results do not reflect this. Tomra has historically never been cheaper on the multiples, the question is whether it is temporary or a new trend?·15 t sitten · MuokattuIt is especially interesting to see how Tomra's pricing power is affected.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
18 päivää sitten
‧47 min
2,15 NOK/osake
Viimeisin osinko
2,24%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sitten · MuokattuToday's PE is lowest since 2016; Barclays: 150.00 NOK (Buy) • Kepler Cheuvreux: 136.00 NOK (Buy) • Nordea: 130.00 NOK (Buy) • Arctic Securities: 130.00 NOK (Buy) • Clarksons Platou: 125.00 NOK (Buy)·7 t sittenThe picture is complete with price targets from 85 kr to 193 kr, which I have seen. I assume the one who had 240 kr will calculate again (don't remember the name).
- ·12 t sittenBased on my own valuation analysis of Tomra Systems ASA, using 2024 figures as a starting point, I estimate a fair share price of approximately 73.26 kroner. This valuation is based on an expected annual growth of 4–5 % going forward, as well as a terminal growth of 3 %. The latter reflects a conservative view, where the company cannot grow faster than the underlying market in the long term. When I adjust the perspective with actual developments into 2025, this assumption appears somewhat optimistic. Historically, the company has shown strong growth, with an increase in earnings of 21.07 % from 2022 to 2023, followed by an additional 7.65 % growth in 2024. However, the trend reversed in 2025 with a decrease of 2.2 %, which indicates weaker underlying earnings and reduced momentum. This is also supported by weaker key figures in 2025, where both ROCE, ROE, and EPS fell compared to previous years. Such a development points towards pressured margins and a more challenging profitability situation going forward. Although I assume stable margins of around 60 % in the model, it is more realistic to expect some margin pressure given the observed development. In comparison: if I increase the growth assumptions to 10 % annually from 2025 to 2029, I get an estimated share value of 87.65 kroner. Even under such an aggressive and, in my opinion, unlikely growth scenario, the share still appears overpriced relative to the calculated value when it was traded around 146.6 kroner at the start of the analysis. The conclusion is therefore that the market at that time largely priced in a growth and profitability that is not compatible with the actual results and the observed development in 2025. My assessment is that this provides a clear indication of overvaluation, even under optimistic assumptions. I am open to counterarguments if there are aspects in the analysis that have been overlooked or misweighted.·7 t sittenThe stock market prices in future growth. That is what is decisive.·6 t sitten · MuokattuAbsolutely, doesn't mean that the future estimates are correct. Remember as warren Buffett and bill ackman have said. Stocks over a longer time horizon revert to their fundamental values. Therefore they buy undervalued companies because over a time horizon the stock should reflect the fundamental values and they profit well from it. PS: not saying that Tomra is undervalued!^^
- ·16 t sittenTomra has had an EBIT-margin of 12-11% for the last four financial years. Perhaps an explanation for a very poor share price development.·12 t sittenEarnings were worse too. ROCE was lower, ROE was lower, EPS was lower. Most of it was very low. And when earnings also fall by 2,2% then that is bad.
- ·16 t sitten · MuokattuQ1 was a bad quarter, because Recycling (now accounts for a small part of revenue) is having trouble. In the deposit segment, the ebita margin is intact, I put more emphasis on that. - Updated LTM multiples, growth rate and valuation: EV 39,6 bn NOK (27,8+5,5+7,3-1,0) - decrease Ebita LTM 1,75 bn NOK (161) - decrease EV/ebita LTM 22x - high (decreasing) P/E LTM 30x (27,8/0,93) - high (decreasing), but historically low. PEG ratio 2,7x (30/11) - high (decreasing) overpriced. = Revenue is up 11% YoY, but the results do not reflect this. Tomra has historically never been cheaper on the multiples, the question is whether it is temporary or a new trend?·15 t sitten · MuokattuIt is especially interesting to see how Tomra's pricing power is affected.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 250 | - | - | ||
| 640 | - | - | ||
| 2 360 | - | - | ||
| 53 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
2026 Q1 -tulosraportti
18 päivää sitten
‧47 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 24.4. | ||
2025 Q4 -tulosraportti 13.2. | ||
2025 Q3 -tulosraportti 17.10.2025 | ||
2025 Q2 -tulosraportti 17.7.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
2,15 NOK/osake
Viimeisin osinko
2,24%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·9 t sitten · MuokattuToday's PE is lowest since 2016; Barclays: 150.00 NOK (Buy) • Kepler Cheuvreux: 136.00 NOK (Buy) • Nordea: 130.00 NOK (Buy) • Arctic Securities: 130.00 NOK (Buy) • Clarksons Platou: 125.00 NOK (Buy)·7 t sittenThe picture is complete with price targets from 85 kr to 193 kr, which I have seen. I assume the one who had 240 kr will calculate again (don't remember the name).
- ·12 t sittenBased on my own valuation analysis of Tomra Systems ASA, using 2024 figures as a starting point, I estimate a fair share price of approximately 73.26 kroner. This valuation is based on an expected annual growth of 4–5 % going forward, as well as a terminal growth of 3 %. The latter reflects a conservative view, where the company cannot grow faster than the underlying market in the long term. When I adjust the perspective with actual developments into 2025, this assumption appears somewhat optimistic. Historically, the company has shown strong growth, with an increase in earnings of 21.07 % from 2022 to 2023, followed by an additional 7.65 % growth in 2024. However, the trend reversed in 2025 with a decrease of 2.2 %, which indicates weaker underlying earnings and reduced momentum. This is also supported by weaker key figures in 2025, where both ROCE, ROE, and EPS fell compared to previous years. Such a development points towards pressured margins and a more challenging profitability situation going forward. Although I assume stable margins of around 60 % in the model, it is more realistic to expect some margin pressure given the observed development. In comparison: if I increase the growth assumptions to 10 % annually from 2025 to 2029, I get an estimated share value of 87.65 kroner. Even under such an aggressive and, in my opinion, unlikely growth scenario, the share still appears overpriced relative to the calculated value when it was traded around 146.6 kroner at the start of the analysis. The conclusion is therefore that the market at that time largely priced in a growth and profitability that is not compatible with the actual results and the observed development in 2025. My assessment is that this provides a clear indication of overvaluation, even under optimistic assumptions. I am open to counterarguments if there are aspects in the analysis that have been overlooked or misweighted.·7 t sittenThe stock market prices in future growth. That is what is decisive.·6 t sitten · MuokattuAbsolutely, doesn't mean that the future estimates are correct. Remember as warren Buffett and bill ackman have said. Stocks over a longer time horizon revert to their fundamental values. Therefore they buy undervalued companies because over a time horizon the stock should reflect the fundamental values and they profit well from it. PS: not saying that Tomra is undervalued!^^
- ·16 t sittenTomra has had an EBIT-margin of 12-11% for the last four financial years. Perhaps an explanation for a very poor share price development.·12 t sittenEarnings were worse too. ROCE was lower, ROE was lower, EPS was lower. Most of it was very low. And when earnings also fall by 2,2% then that is bad.
- ·16 t sitten · MuokattuQ1 was a bad quarter, because Recycling (now accounts for a small part of revenue) is having trouble. In the deposit segment, the ebita margin is intact, I put more emphasis on that. - Updated LTM multiples, growth rate and valuation: EV 39,6 bn NOK (27,8+5,5+7,3-1,0) - decrease Ebita LTM 1,75 bn NOK (161) - decrease EV/ebita LTM 22x - high (decreasing) P/E LTM 30x (27,8/0,93) - high (decreasing), but historically low. PEG ratio 2,7x (30/11) - high (decreasing) overpriced. = Revenue is up 11% YoY, but the results do not reflect this. Tomra has historically never been cheaper on the multiples, the question is whether it is temporary or a new trend?·15 t sitten · MuokattuIt is especially interesting to see how Tomra's pricing power is affected.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 | - | - | ||
| 250 | - | - | ||
| 640 | - | - | ||
| 2 360 | - | - | ||
| 53 | - | - |
Välittäjätilasto
Dataa ei löytynyt