Added to YB: 2026-04-08
Pitch date: 2026-04-05
N8Q.F [neutral]
Röko AB (publ)
-1.91%
current return
Author Info
Slow Compounding is an ex buy-side analyst looking for high-quality companies that create high shareholder returns. Investing for the long-term. Sign up for the newsletter.
Company Info
Röko AB (publ) is a private equity firm specializing in middle market, small- and medium-sized businesses.
Market Cap
SEK 22.4B
Pitch Price
SEK 1.6K
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.64
P/E
29.79
EV/Sales
3.68
Sector
Capital Markets
Category
growth
Röko AB: Can Fredrik Karlsson Build Another Lifco?
N8Q.F (watchlist): Founded by ex-Lifco CEO Fredrik Karlsson, who built Lifco into Europe's top serial acquirer (22.5% EBITA CAGR 2001-25, outpacing peers & BRK). Röko applies same playbook but sector-agnostic from day one. 33 platform M&A since 2019, targets 15%+ EBITA margins, decentralized model, aligned incentives via seller rollover. Trades 22.4x fwd P/E vs peers at 26-35x despite founder track record. Risks: execution, key-person, short history.
Read full article (10 min)