Added to YB: 2026-06-02
Pitch date: 2026-05-31
ROKO-B.ST [neutral]
Röko AB (publ)
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 lower middle market, small- and medium-sized businesses.
Market Cap
SEK 27.7B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.67
P/E
36.75
EV/Sales
4.44
Sector
Capital Markets
Category
growth
Röko is waking up again.
ROKO-B.ST (holding update): Serial acquirer +30% off lows as M&A engine reawakens. After frustrating 2025 (deals stalled), 2026 fast start: 5 acquisitions in 5mo (Lambda, ABP, Golfshopen, Fri-Jado), ~SEK1.2B acquired revenue ≈ all of 2023-25. Q1 organic +6% (best since 2022, pricing-led), but FX -6pp drag. Acquired growth seen >20% by Q3. Decentralized, disciplined capital allocation; long-term compounder.
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