Added to YB: 2025-09-10
Pitch date: 2025-09-08
HOFI.ST [bullish]
Hoist Finance AB (publ)
+6.71%
current return
Author Info
No bio for this author
Company Info
Hoist Finance AB (publ), a credit market company, engages in the loan acquisition and management operations in Europe.
Market Cap
SEK 8.3B
Pitch Price
SEK 96.90
Price Target
136.00 (+32%)
Dividend
2.10%
EV/EBITDA
N/A
P/E
9.69
EV/Sales
N/A
Sector
Consumer Finance
Category
value
Hoist Finance: Collections Outperformance and Hidden Value in NPL Recovery
HOFI.ST: Pan-EU NPL specialist w/ SEK31bn portfolio, 15yr recovery target SEK49bn. Trading 9.7x P/E vs 20x+ sector avg due to regulatory overhang. SDR approval catalyst could unlock SEK890m capital, boost ROE from 16% to 20%, enable dividends - potential 40%+ upside. Collections 104-106% of plan 3yrs, EBIT grew SEK632m to 1012m, FCF +13.7% CAGR. Risks: funding costs, SDR delays.
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