Professional
Added to YB: 2026-04-23
Pitch date: 2026-04-21
LIFCO-B.ST [bullish]
Lifco AB (publ)
-0.76%
current return
Author Info
Upslope Capital is an alternative investment management firm based in Colorado. They manage a global long/short public equity investment strategy. Follow on Twitter/X.
Company Info
Lifco AB (publ) engages in the dental, demolition and tools, and systems solutions businesses in Sweden, Norway, Finland, Germany, rest of Europe, the United Kingdom, Asia, Australia, Italy, North America, and internationally.
Market Cap
SEK 146.4B
Pitch Price
SEK 317.00
Price Target
N/A
Dividend
0.84%
EV/EBITDA
21.98
P/E
40.31
EV/Sales
5.51
Sector
Industrial Conglomerates
Category
growth
Upslope Capital Management New Position: Lifco AB
LIFCO-B.ST (new position): Swedish serial acquiror across Dental (20% EBITA), Demolition/Tools (26%), Systems Solutions (53%). De-rated 40x to 30x EPS despite solid 5-10% organic + 5-10% M&A growth, 100% FCF conversion, 1.0x net leverage. Cyclicals face macro headwinds but poised for Ukraine resolution benefit. Risks: scale challenges in M&A, founder succession uncertainty, EU FX exposure.
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