RATO-A 📈 Ratos AB (publ) - Overview

Exchange: ST • Country: Sweden • Currency: SEK • Type: Common Stock • ISIN: SE0000191090

RATO-A: Construction, Industry, Consumer Goods, Technology Services

Ratos AB (publ) operates as a private equity firm, focusing on buyouts, turnarounds, and add-on acquisitions, primarily targeting middle market transactions. The company's investment strategy excludes early-stage companies, as well as those involved in the arms industry, pornography, or environmentally detrimental activities. Instead, it seeks out unlisted, medium-sized companies with strong potential for growth. Ratos AB (publ) invests in a range of sectors, including industry, construction, services, consumer goods, and technology, with a particular emphasis on companies operating in the Nordic region, specifically Sweden, Finland, Denmark, and Norway.

The firm's investment criteria are centered around companies with equity investments ranging from SEK250 million to SEK5000 million, sales values between SEK300 million and SEK5000 million, and an EBITDA of over SEK50 million. Ratos AB (publ) takes both minority and majority stakes in its portfolio companies, with a preference for being the principal owner and holding a minimum of 20% of the company's shares. Additionally, the firm typically seeks a seat on the company's board, allowing for active involvement in strategic decision-making. The investment horizon for Ratos AB (publ) is relatively long-term, with a typical holding period of five to ten years.

Founded in 1934, Ratos AB (publ) is headquartered in Stockholm, Sweden, and has established itself as a prominent player in the Nordic private equity market. With a strong focus on creating value through active ownership and strategic guidance, the company has built a diverse portfolio of investments across various industries. For more information, Ratos AB (publ) can be found online at https://www.ratos.com/en/, and its stock is listed under the ISIN SE0000191090, classified as a common stock within the Environmental & Facilities Services sub-industry.

Additional Sources for RATO-A Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

RATO-A Stock Overview

Market Cap in USD 978m
Sector Industrials
Industry Engineering & Construction
GiC Sub-Industry Environmental & Facilities Services
IPO / Inception

RATO-A Stock Ratings

Growth 5y 4.43%
Fundamental 42.6%
Dividend 62.3%
Rel. Strength Industry -143
Analysts -
Fair Price Momentum 31.18 SEK
Fair Price DCF 804.85 SEK

RATO-A Dividends

Dividend Yield 12m 3.79%
Yield on Cost 5y 4.23%
Annual Growth 5y 10.93%
Payout Consistency 83.2%

RATO-A Growth Ratios

Growth Correlation 3m -76.3%
Growth Correlation 12m -16.3%
Growth Correlation 5y 11.6%
CAGR 5y 1.90%
CAGR/Mean DD 5y 0.05
Sharpe Ratio 12m -0.21
Alpha -32.42
Beta 0.91
Volatility 37.50%
Current Volume 0.5k
Average Volume 20d 4.1k
What is the price of RATO-A stocks?
As of December 21, 2024, the stock is trading at SEK 32.50 with a total of 501 shares traded.
Over the past week, the price has changed by -5.71%, over one month by -2.94%, over three months by -9.34% and over the past year by -7.64%.
Is Ratos AB (publ) a good stock to buy?
Partly, yes. Based on ValueRay Fundamental Analyses, Ratos AB (publ) (ST:RATO-A) is currently (December 2024) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 42.59 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of RATO-A as of December 2024 is 31.18. This means that RATO-A is currently overvalued and has a potential downside of -4.06%.
Is RATO-A a buy, sell or hold?
Ratos AB (publ) has no consensus analysts rating.
What are the forecast for RATO-A stock price target?
According to ValueRays Forecast Model, RATO-A Ratos AB (publ) will be worth about 34 in December 2025. The stock is currently trading at 32.50. This means that the stock has a potential upside of +4.52%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 34 4.5%