Added to YB: 2025-10-16
Pitch date: 2025-10-14
ERIC-B.ST [neutral]
Telefonaktiebolaget LM Ericsson (publ)
+34.02%
current return
Author Info
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Company Info
Telefonaktiebolaget LM Ericsson (publ), together with its subsidiaries, provides mobile connectivity solutions to communications service providers, enterprises, and the public sector in the Americas, Europe, the Middle East, Africa, Northeast Asia, Southeast Asia, Oceania, and India.
Market Cap
SEK 380.8B
Pitch Price
SEK 92.00
Price Target
N/A
Dividend
2.62%
EV/EBITDA
9.47
P/E
15.16
EV/Sales
1.55
Sector
Communications Equipment
Category
N/A
Ericsson (ERICB Sweden): Strong quarter hides structural stasis
ERIC-B.ST (quick overview): Q4 beat w/ 28% EBITA margin (vs 26% consensus) & SEK 6.6B FCF from cost cuts, not demand recovery. Core network sales -5% YoY, RAN market flat. SEK 51.9B net cash for buybacks. Well-run but structurally ex-growth - efficiently buying time, but not breaking new ground.
Read full article (2 min)