HM-B.ST · STO · Consumer Cyclical
H & M Hennes & Mauritz AB (publ)
Also onConsensus Drift
Implied value per share
SEK 56.75
Market price
SEK 162.50
Implied upside
-65.1%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (SEK). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | SEK 229.9bn | SEK 231.5bn | SEK 233.1bn | SEK 234.8bn | SEK 236.4bn | +0.7% |
| EBIT | SEK 14.1bn | SEK 14.2bn | SEK 14.3bn | SEK 14.4bn | SEK 14.5bn | +0.7% |
| NOPAT | SEK 10.6bn | SEK 10.7bn | SEK 10.8bn | SEK 10.8bn | SEK 10.9bn | +0.7% |
| Add depreciation & amortisation | SEK 22.2bn | SEK 22.3bn | SEK 22.5bn | SEK 22.6bn | SEK 22.8bn | +0.7% |
| Less capital expenditure | SEK -22.2bn | SEK -22.3bn | SEK -22.5bn | SEK -22.6bn | SEK -22.8bn | +0.7% |
| Less increase in working capital | SEK 679.5m | SEK 684.3m | SEK 689.1m | SEK 693.9m | SEK 698.8m | -0.7% |
| Free cashflow to firm | SEK 11.3bn | SEK 11.4bn | SEK 11.4bn | SEK 11.5bn | SEK 11.6bn | +0.7% |
| Discount factor | 0.9579 | 0.8788 | 0.8063 | 0.7398 | 0.6788 | - |
| Present value | SEK 10.8bn | SEK 10.0bn | SEK 9.2bn | SEK 8.5bn | SEK 7.9bn | -7.6% |
| Present Value Of The Forecast | SEK 46.4bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 4.20% | USD assumption - no free live source available for this market (assumption) |
| Equity risk premium | 6.50% | Market assumption |
| Beta | 1.006 | Reported 1.009, pulled toward 1.0 (Blume) |
| Cost of equity | 10.74% | Risk-free + beta x equity risk premium |
| Cost of debt | 4.20% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | SEK 259.4bn | 77.0% of capital |
| Total debt | SEK 77.5bn | 23.0% of capital, book value as a proxy |
| Tax rate | 25.0% | Effective, capped at statutory |
| WACC | 8.99% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
69% of EV
- Forecast FCFF, final year
- SEK 11.6bn
- Capex at depreciation, working capital in reinvestment
- SEK 10.9bn
- Less reinvestment at g/ROIC (13.4% of NOPAT)
- SEK -1.5bn
- Capitalised
- SEK 9.4bn
- ROIC (reported)
- 18.7%
- Terminal value, undiscounted
- SEK 149.2bn
- Terminal value, discounted
- SEK 101.2bn
- Enterprise value
- SEK 147.7bn
- Less net debt
- SEK 56.6bn
- Equity value
- SEK 91.0bn
Exit at 8.0x EBITDA
81% of EV
- Terminal value, undiscounted
- SEK 297.5bn
- Terminal value, discounted
- SEK 201.9bn
- Enterprise value
- SEK 248.3bn
- Less net debt
- SEK 56.6bn
- Equity value
- SEK 191.7bn
Spread between methods: 71%.
Sensitivity
Value per share (SEK) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 6.99% | 80.19 | 86.45 | 94.07 | 103.57 | 115.76 |
| 7.99% | 63.44 | 67.39 | 72.04 | 77.59 | 84.35 |
| 8.99% | 51.14 | 53.75 | 56.75 | 60.23 | 64.32 |
| 9.99% | 41.71 | 43.50 | 45.52 | 47.80 | 50.42 |
| 10.99% | 34.26 | 35.51 | 36.90 | 38.45 | 40.18 |
Outlined: this model. Green text: above today's price of 162.50. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | 0.7% | 13.7% | +13.0pp |
| EBIT margin | 6.2% | 13.4% | +7.2pp |
| Discount rate | 9.0% | 5.4% | -3.6pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.