(RATO-A) Ratos (publ) - Ratings and Ratios

Ratos AB (publ) is a Swedish private equity firm with a focus on buyouts, turnarounds, add-on acquisitions, and middle-market transactions. Established in 1933 and headquartered in Stockholm, the firm avoids investments in early-stage companies, arms manufacturing, pornography, and environmentally harmful industries. Its portfolio primarily consists of unlisted medium-sized companies across the Nordic region, with a geographic emphasis on Sweden, Finland, Denmark, and Norway.

The firm targets investments in the industrial, construction, consumer, and technology sectors. It typically invests in companies with equity values ranging from SEK 250 million to SEK 5 billion, sales between SEK 300 million and SEK 5 billion, and EBITDA exceeding SEK 50 million. Ratos prefers to take both majority and minority stakes, often seeking a minimum ownership of 20% and a board seat. Its investment horizon typically spans five to ten years, allowing for long-term value creation.

From a technical perspective, RATO-A is currently trading at 33.96 SEK, slightly above its 20-day SMA of 32.43 but below its 50-day SMA of 35.01. The stocks 200-day SMA is 34.57, indicating a potential bearish trend forming. The ATR of 1.23 suggests moderate volatility. The average 20-day volume is 1,047 shares, reflecting limited trading activity.

On the fundamental side, Ratos has a market cap of 9,928.02M SEK, with a trailing P/E of 42.64 and a forward P/E of 9.62, indicating expectations of significant earnings growth. The P/B ratio of 0.86 suggests the stock is undervalued relative to its book value. The P/S ratio of 0.31 and RoE of 2.03 highlight modest profitability relative to its revenue and equity.