VOLV-B.ST · STO · Industrials
AB Volvo (publ)
Also onConsensus Drift
Implied value per share
SEK 206.29
Market price
SEK 333.00
Implied upside
-38.1%
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 481.1bn | SEK 483.0bn | SEK 485.0bn | SEK 486.9bn | SEK 488.8bn | +0.4% |
| EBIT | SEK 58.5bn | SEK 58.7bn | SEK 59.0bn | SEK 59.2bn | SEK 59.4bn | +0.4% |
| NOPAT | SEK 43.9bn | SEK 44.0bn | SEK 44.2bn | SEK 44.4bn | SEK 44.6bn | +0.4% |
| Add depreciation & amortisation | SEK 20.3bn | SEK 20.4bn | SEK 20.5bn | SEK 20.5bn | SEK 20.6bn | +0.4% |
| Less capital expenditure | SEK -21.3bn | SEK -21.4bn | SEK -21.5bn | SEK -21.6bn | SEK -21.7bn | +0.4% |
| Less increase in working capital | SEK 687.7m | SEK 690.5m | SEK 693.2m | SEK 696.0m | SEK 698.8m | -0.4% |
| Free cashflow to firm | SEK 43.5bn | SEK 43.7bn | SEK 43.9bn | SEK 44.1bn | SEK 44.2bn | +0.4% |
| Discount factor | 0.9596 | 0.8836 | 0.8136 | 0.7491 | 0.6898 | - |
| Present value | SEK 41.8bn | SEK 38.6bn | SEK 35.7bn | SEK 33.0bn | SEK 30.5bn | -7.6% |
| Present Value Of The Forecast | SEK 179.6bn | |||||
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 | 0.983 | Reported 0.975, pulled toward 1.0 (Blume) |
| Cost of equity | 10.59% | 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 677.1bn | 73.3% of capital |
| Total debt | SEK 247.0bn | 26.7% of capital, book value as a proxy |
| Tax rate | 25.0% | Effective, capped at statutory |
| WACC | 8.60% | 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%
70% of EV
- Forecast FCFF, final year
- SEK 44.2bn
- Capex at depreciation, working capital in reinvestment
- SEK 47.1bn
- Less reinvestment at g/ROIC (22.6% of NOPAT)
- SEK -10.7bn
- Capitalised
- SEK 36.4bn
- ROIC (reported)
- 11.0%
- Terminal value, undiscounted
- SEK 611.6bn
- Terminal value, discounted
- SEK 421.9bn
- Enterprise value
- SEK 601.5bn
- Less net debt
- SEK 182.1bn
- Equity value
- SEK 419.4bn
Exit at 12.0x EBITDA
79% of EV
- Terminal value, undiscounted
- SEK 962.5bn
- Terminal value, discounted
- SEK 663.9bn
- Enterprise value
- SEK 843.6bn
- Less net debt
- SEK 182.1bn
- Equity value
- SEK 661.5bn
Spread between methods: 45%.
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% |
| 6.60% | 301.24 | 317.86 | 338.35 | 364.30 | 398.37 |
| 7.60% | 240.04 | 248.94 | 259.45 | 272.08 | 287.60 |
| 8.60% | 196.01 | 200.82 | 206.29 | 212.61 | 220.03 |
| 9.60% | 162.82 | 165.28 | 168.00 | 171.02 | 174.43 |
| 10.60% | 136.88 | 137.95 | 139.08 | 140.27 | 141.53 |
Outlined: this model. Green text: above today's price of 333.00. 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 | 0.4% | 7.2% | +6.8pp |
| EBIT margin | 12.2% | 17.6% | +5.4pp |
| Discount rate | 8.6% | 6.7% | -1.9pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.