![Valmet, Q2'24](https://www.inderes.se/cdn-cgi/image/format=auto,width=640,height=358,quality=90,fit=cover/https://content.inderes.se/assets/9b807fac-944a-47fb-b0eb-ef55434ebf9b.png)
Valmet
26,07 EUR -1,14%14.085 investorer følger denne virksomhed
Valmet is a technical supplier in the pulp, paper, and energy industries. Services and products offered include printing machines, spare equipment, condition testing of machines, and automation service solutions. In addition to the main business, aftermarket service and training are also offered. Businesses are conducted on a global level, with the largest domestic market in the Nordic region. The company has its headquarters in Espoo.
P/E (24e)
11,76
EV/EBIT (adj.) (24e)
9,37
P/B (24e)
1,82
Udbytteafkast, % (24e)
5,37 %
Kursmål
29.00 EUR
Anbefaling
Akkumulér
Opdateret
25.7.2024
NASDAQ Helsinki
VALMT
Daglig lav / høj pris
25,92 / 26,37
EUR
Markedsværdi
4,81 mia. EUR
Aktieomsætning
5,31 mio. EUR
Volumen
204 t
Business risk
Valuation risk
Current
Previous
Analyst
![Antti Viljakainen Antti Viljakainen](https://www.inderes.se/cdn-cgi/image/format=auto,width=128,height=128,quality=90,fit=cover/https://core.inderes.fi/sites/default/files/2023-08/Antti_Viljakainen.jpg)
Antti Viljakainen
Head of Research
Seneste videoer
Finanskalender
Halvårligt udbytte
30.09.2024
Delårsrapport
30.10.2024
Større aktionærerKilde: Millistream Market Data AB
Ejer | Kapital | Stemmer |
---|---|---|
Oras Invest Ltd | 10,4 % | 10,4 % |
Solidium Oy | 10,1 % | 10,1 % |
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Insider transaktioner
Insider | Date | Total value |
---|---|---|
Aki Niemi | 28.05.2024 | 642.200EUR |
Celso Luiz Tacla | 22.05.2024 | 633.920EUR |
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Resultatopgørelse
2020 | 2021 | 2022 | 2023 | 2024e | 2025e | 2026e | 2027e | |
---|---|---|---|---|---|---|---|---|
Omsætning | 3.739,0 | 3.934,0 | 5.074,0 | 5.532,0 | 5.410,5 | 5.185,0 | 5.451,3 | 5.769,1 |
vækst-% | 5,4 % | 5,2 % | 29,0 % | 9,0 % | -2,2 % | -4,2 % | 5,1 % | 5,8 % |
EBITDA | 425,5 | 521,0 | 639,0 | 703,0 | 735,9 | 766,3 | 808,5 | 856,3 |
EBIT (adj.) | 354,5 | 398,0 | 511,0 | 598,0 | 615,9 | 626,3 | 670,4 | 722,1 |
EBIT | 318,5 | 399,0 | 436,0 | 507,0 | 511,9 | 548,3 | 594,4 | 648,1 |
Overskud før skat | 306,8 | 396,0 | 431,5 | 473,0 | 445,9 | 490,3 | 541,4 | 600,1 |
Netto indkomst | 231,0 | 296,2 | 337,9 | 357,5 | 330,3 | 370,2 | 408,7 | 453,1 |
EPS (adj.) | 1,73 | 1,98 | 2,07 | 2,31 | 2,22 | 2,32 | 2,56 | 2,78 |
vækst-% | 24,4 % | 14,5 % | 5,0 % | 11,2 % | -3,9 % | 4,8 % | 10,2 % | 8,5 % |
Udbytte | 0,90 | 1,20 | 1,30 | 1,35 | 1,40 | 1,45 | 1,50 | 1,55 |
Udbytte ratio | 58,3 % | 60,6 % | 71,0 % | 69,7 % | 78,2 % | 72,3 % | 67,7 % | 63,1 % |
Lønsomhed og afkast på kapital
2020 | 2021 | 2022 | 2023 | 2024e | 2025e | 2026e | 2027e | |
---|---|---|---|---|---|---|---|---|
EBITDA-% | 11,4 % | 13,2 % | 12,6 % | 12,7 % | 13,6 % | 14,8 % | 14,8 % | 14,8 % |
EBIT-% (adj.) | 9,5 % | 10,1 % | 10,1 % | 10,8 % | 11,4 % | 12,1 % | 12,3 % | 12,5 % |
EBIT-% | 8,5 % | 10,1 % | 8,6 % | 9,2 % | 9,5 % | 10,6 % | 10,9 % | 11,2 % |
ROE | 21,2 % | 24,1 % | 17,7 % | 14,1 % | 12,7 % | 13,7 % | 14,4 % | 15,2 % |
ROI | 21,7 % | 23,2 % | 17,0 % | 13,8 % | 12,6 % | 13,7 % | 15,2 % | 16,7 % |
Værdiansættelse
2020 | 2021 | 2022 | 2023 | 2024e | 2025e | 2026e | 2027e | |
---|---|---|---|---|---|---|---|---|
Aktiekurs (EUR) | 23,36 | 37,72 | 25,16 | 26,11 | 26,07 | 26,07 | 26,07 | 26,07 |
Aktier | 149,5 | 149,5 | 184,5 | 184,5 | 184,5 | 184,5 | 184,5 | 184,5 |
Markedsværdi | 3.492,1 | 5.638,8 | 4.642,8 | 4.818,1 | 4.810,7 | 4.810,7 | 4.810,7 | 4.810,7 |
Enterprise value | 3.714,1 | 5.595,8 | 5.173,8 | 5.870,1 | 5.768,2 | 5.564,6 | 5.337,4 | 5.144,4 |
EV/S | 1,0 | 1,4 | 1,0 | 1,1 | 1,1 | 1,1 | 1,0 | 0,9 |
EV/EBITDA | 8,7 | 10,7 | 8,1 | 8,4 | 7,8 | 7,3 | 6,6 | 6,0 |
EV/EBIT (adj.) | 10,5 | 14,1 | 10,1 | 9,8 | 9,4 | 8,9 | 8,0 | 7,1 |
EV/EBIT | 11,7 | 14,0 | 11,9 | 11,6 | 11,3 | 10,1 | 9,0 | 7,9 |
P/E (adj.) | 13,5 | 19,1 | 12,1 | 11,3 | 11,8 | 11,2 | 10,2 | 9,4 |
P/E | 15,1 | 19,0 | 13,7 | 13,5 | 14,6 | 13,0 | 11,8 | 10,6 |
P/B | 3,1 | 4,3 | 1,9 | 1,9 | 1,8 | 1,7 | 1,7 | 1,6 |
P/S | 0,9 | 1,4 | 0,9 | 0,9 | 0,9 | 0,9 | 0,9 | 0,8 |
Udbytteprocent | 3,9 % | 3,2 % | 5,2 % | 5,2 % | 5,4 % | 5,6 % | 5,8 % | 5,9 % |
Equity ratio | 39,0 % | 42,0 % | 49,3 % | 43,5 % | 45,6 % | 48,5 % | 51,4 % | 54,2 % |
Gearing ratio | 19,4 % | -3,2 % | 21,2 % | 40,9 % | 36,1 % | 27,3 % | 18,1 % | 10,8 % |
Kvartalsdata
Q3/23 | Q4/23 | 2023 | Q1/24 | Q2/24 | Q3/24e | Q4/24e | 2024e | Q1/25e | |
---|---|---|---|---|---|---|---|---|---|
Omsætning | 1.295,0 | 1.499,0 | 5.532,0 | 1.212,0 | 1.324,0 | 1.334,8 | 1.539,7 | 5.410,5 | |
EBITDA | 168,6 | 201,0 | 703,0 | 140,6 | 158,8 | 197,2 | 239,2 | 735,9 | |
EBIT | 126,6 | 148,0 | 507,0 | 86,6 | 102,8 | 140,2 | 182,2 | 511,9 | |
Overskud før skat | 119,6 | 133,0 | 473,0 | 73,4 | 84,0 | 123,2 | 165,2 | 445,9 | |
Netto indkomst | 85,0 | 103,5 | 357,5 | 56,0 | 58,0 | 92,4 | 123,9 | 330,3 |
ViserAlle indholdstyper
![Valmet, Q2'24](https://www.inderes.se/cdn-cgi/image/format=auto,width=640,height=358,quality=90,fit=cover/https://content.inderes.se/assets/9b807fac-944a-47fb-b0eb-ef55434ebf9b.png)
Valmet Oyj: Valmet's Half Year Financial Review 2024: Orders received remained at the previous year's level and amounted close to EUR 1.3 billion and Comparable EBITA decreased to EUR 141 million in Q2
Valmet Oyj: Valmet to supply the third Advantage DCT 200 tissue production line to Velvet CARE Paper Mill in Poland
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Valmet Oyj: Composition of Valmet's Nomination Board
Valmet Oyj: Valmet to supply both a papermaking line and a paper machine rebuild to a customer in Asia-Pacific
Valmet Oyj: Valmet to deliver a tissue machine to Andhra Paper in India
Valmet Oyj: Directed share issue related to reward payment of Valmet's share-based long-term incentive plans
Valmet Oyj: Publishing of Valmet's Half Year Financial Review January - June 2024 on July 24, 2024
Valmet Oyj: Valmet receives the second order of converting lines to Metsä Tissue in Mariestad, Sweden
Change in Valmet Oyj's holding of treasury shares
Valmet Oyj: Inside information, positive profit warning: Valmet revises upwards its Comparable EBITA guidance for 2024
Valmet Oyj: Valmet to deliver a pellet-fired heating plant to Göteborg Energi AB in Mölndal, Sweden
Valmet Oyj: Anu Pires appointed SVP, Human Resources at Valmet
Valmet Oyj: Thomas Hinnerskov to start as Valmet's President and CEO on August 12, 2024
Valmet Oyj: Valmet enters joint venture with Körber to advance the digital offering to the tissue industry
Valmet Oyj: Valmet signs multiple agreements with Papierfabrik Palm in Germany
Valmet Oyj - Manager's transaction: Niemi, Aki
Valmet Oyj - Manager's transaction: Tacla, Celso
![Valmet Q1'24: The glass is half full](https://www.inderes.se/cdn-cgi/image/format=auto,width=640,height=358,quality=90,fit=cover/https://content.inderes.se/assets/588b9511-a9d7-451a-95e0-b9605e4e9ca2.png)