Added to YB: 2025-02-03
Pitch date: 2025-01-31
VOLV-B.ST [neutral]
AB Volvo (publ)
+6.05%
current return
Author Info
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Company Info
AB Volvo (publ), together with its subsidiaries, manufactures and sells trucks, buses, construction equipment, and marine and industrial engines in Europe, the United States, Asia, Africa, and Oceania.
Market Cap
SEK 520.3B
Pitch Price
SEK 279.50
Price Target
N/A
Dividend
7.23%
EV/EBITDA
12.02
P/E
14.62
EV/Sales
1.45
Sector
Machinery
Category
turnaround
Cognac, Cars and Animal Food - Volvo
VOLV-B.ST (overview): Mixed Q4 - EBIT as expected, truck margins disappoint at 10.6% due to NA disruptions. Strong order intake (book-to-bill >1x) signals market recovery. No 2025 guidance, only reaffirming modest contraction. Trading at 13x fwd P/E, slight premium to 10yr avg. Upside limited vs peers.
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