Scanfil

8,23EUR −2,14 %
5 182 investerare följer bolaget.

Scanfil är verksamt inom IT-sektorn. Bolaget är idag en systemleverantör och levererar lösningar som sträcker sig från produktdesign, materialhantering till transport- och logistiklösningar. Produkterna innefattar huvudsakligen mobil- och telenät utrustning, automationssystem, moduler, samt självbetjäningsautomater. Bolaget grundades under 1976 och har sitt huvudkontor i Sievi.

P/E (23e)
10,52
EV/EBIT (adj.) (23e)
9,04
P/B (23e)
2,03
Direktavkastnings- % (23e)
2,79 %
Riktkurs
10.00 EUR
Rekommendation
Öka
Uppdaterad
13.9.2023
NASDAQ Helsinki
SCANFL
Dagens lägsta / högsta pris
8,19 / 8,4 EUR
Börsvärde
537,17 mn EUR
Omsättning
96,08 tn EUR
Volym
12 tn
Risk och rekommendation
HögRiskLåg
SäljRekommendationKöp

Största ägare
Källa: Millistream Market Data AB

ÄgareKapitalRöster
Takanen Harri Tapio15,2 %15,2 %
Takanen Jarkko Tapani12,7 %12,7 %
Premium
Inte aktiverad

Innehållet är endast tillgängligt för våra Premium-kunder.

Insider Transactions

InsiderDateTotal value
Markku Kosunen2023-09-06161 744,4825EUR
Kai Valo2023-08-1197 848EUR
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Inte aktiverad

Innehållet är endast tillgängligt för våra Premium-kunder.

Resultaträkning

20192020202120222023e2024e2025e2026e
Omsättning579,44595,30695,70843,80937,00935,00960,00995,00
tillväxt-%2,92 %2,74 %16,87 %21,29 %11,05 %−0,21 %2,67 %3,65 %
EBITDA53,0160,5055,0062,9085,5086,5289,0792,38
EBIT (adj.)39,3139,1040,3045,4066,1066,0067,5070,00
EBIT35,3144,4039,6045,4066,1066,0067,5070,00
Vinst före skatt34,0141,8037,6841,6664,8064,2366,7069,79
Nettoresultat28,1136,9029,7835,0251,0850,1052,0254,44
EPS0,500,500,470,540,780,770,800,83
tillväxt-%10,34 %0,55 %−5,63 %14,90 %44,08 %−1,93 %3,85 %4,64 %
Utdelning0,150,170,190,210,230,250,270,33
Utdelningskvot34,17 %29,70 %41,13 %38,66 %29,39 %32,57 %33,87 %40,00 %

Lönsamhet och avkastning på kapital

20192020202120222023e2024e2025e2026e
EBITDA-%9,15 %10,16 %7,91 %7,45 %9,12 %9,25 %9,28 %9,28 %
EBIT-%6,78 %6,57 %5,79 %5,38 %7,05 %7,06 %7,03 %7,04 %
EBIT-%6,09 %7,46 %5,69 %5,38 %7,05 %7,06 %7,03 %7,04 %
ROE18,05 %21,11 %15,26 %16,14 %20,82 %17,78 %16,41 %15,41 %
ROI16,61 %19,31 %15,25 %14,51 %19,15 %18,87 %19,14 %18,56 %

Värdering

20192020202120222023e2024e2025e2026e
Pris per aktie (EUR)4,896,527,466,588,238,238,238,23
Aktier64,0464,4764,4764,4765,2765,2765,2765,27
Börsvärde313,13420,35480,96424,22537,17537,17537,17537,17
Rörelsevärde359,23438,60540,88509,76597,78548,12511,59470,55
EV/S0,620,740,780,600,640,590,530,47
EV/EBITDA6,787,259,838,106,996,345,745,09
EV/EBIT (adj.)9,1411,2213,4211,239,048,307,586,72
EV/EBIT10,179,8813,6611,239,048,307,586,72
P/E (just.)9,8113,0115,7812,1110,5210,7210,339,87
P/E11,2111,3916,1512,1110,5210,7210,339,87
P/B1,882,302,321,872,031,801,601,44
P/S0,540,710,690,500,570,570,560,54
Direktavkastning3,07 %2,61 %2,55 %3,19 %2,79 %3,04 %3,28 %4,05 %
Soliditet49,04 %53,92 %43,78 %43,12 %47,29 %56,02 %60,21 %61,99 %
Skuldsättning27,65 %9,98 %28,88 %37,73 %22,94 %3,66 %−7,64 %−17,92 %

Kvartalsuppgifter

Q3/22Q4/222022Q1/23Q2/23Q3/23eQ4/23e2023eQ1/24e
Omsättning211,90222,40843,80224,60243,40229,00240,00937,00
EBITDA16,1018,1062,9019,8022,2021,5022,0085,50
EBIT11,5013,4045,4015,1017,5016,5017,0066,10
Vinst före skatt9,8012,7041,6614,5018,4015,7016,2064,80
Nettoresultat9,4010,4635,0211,7014,5012,2512,6451,08
Publisher
Scanfil: Price level is attractive again

Scanfil’s share price has fallen by 20% since the earnings release at the beginning of August without any major company-specific news. However, industrial data from Europe and globally has been subdued. Thus, the downward risks have also increased slightly for Scanfil, but with the drop in valuation due to the clear share price decline, we feel the expected return has improved and risen above the required return.

Aktieanalys2023-09-14 av Antti Viljakainen
Publisher
Nordic contract manufacturers have maintained their efficiency over years of growth

We have examined longer-term ROIC, components of return levels and underlying explanatory factors of Incap, Scanfil and four other Nordic electronics industry contract manufacturers. Overall, the companies’ return on capital has been at an excellent level and strengthened during our review period.

Analytikerkommentar2023-09-08 av Tommi Saarinen, Antti Viljakainen
Scanfil plc: Managers' transactions – Kosunen

Regulatoriskt pressmeddelande2023-09-08
Publisher
Nordic contract manufacturers have experienced years of growth

We examined the revenue growth and acquisitions of six Nordic contract manufacturers over the past 4.5 years. Since 2018, the companies’ revenue growth has been at a fierce level (combined revenue grew by some 19% p.a.). Part of the growth is explained by the numerous acquisitions made by the companies, but organic revenue growth has also been strong (total organic revenue has increased by over 10% p.a.).

Analytikerkommentar2023-09-06 av Tommi Saarinen, Antti Viljakainen
Scanfil plc: Managers' transactions – Valo

Regulatoriskt pressmeddelande2023-08-15
Scanfil plc: Managers' transactions – Jokitalo

Regulatoriskt pressmeddelande2023-08-10
Christophe Sut to join Scanfil on 14 August 2023

Regulatoriskt pressmeddelande2023-08-10
Publisher
Scanfil Q2'23: Record result & neutral valuation

Scanfil generated a record result in line with our expectations in Q2 and reiterated its outlook. We only made marginal but positive estimate changes for the coming years after the report. We feel the short-term valuation of the share is neutral, although in the longer term, Scanfil still offers a strong, profitable growth investment story.

Video2023-08-09 av Antti Viljakainen, Pia Maljanen
Publisher
Scanfil: Price and value seem to have found harmony

The overall picture of Scanfil’s Q2 report published on Friday was somewhat neutral relative to the increased expectations, as the company generated a record result in line with our expectations in Q2 and reiterated its outlook. We only made marginal but positive estimate changes for the coming years after the report.

Aktieanalys2023-08-07 av Antti Viljakainen
Scanfil plc: Managers' transactions – Jokitalo

Regulatoriskt pressmeddelande2023-06-08
Scanfil plc: Managers' transactions – Jokitalo

Regulatoriskt pressmeddelande2023-06-08
Scanfil plc: Managers' transactions – Kosunen

Regulatoriskt pressmeddelande2023-05-17