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Research

Modellportfölj: En global långsiktig värdeskapare till portföljen

Vaisala

Automatisk översättning: Ursprungligen publicerad på finska 2025-10-28 08:03 GMT. Ge feedback här.

Vi köpte idag Vaisala med en vikt på cirka 5 % i Modellportföljen. Vaisala är ett högkvalitativt och långsiktigt lett teknikföretag med en globalt stark position på flera nischmarknader, som drivs av strukturella tillväxtfaktorer. Detta möjliggör en stabil vinsttillväxt och hög kapitalavkastning på lång sikt. När det gäller Vaisalas aktien får man nästan alltid betala ett högt pris för kvalitet, men nu prissätts aktien redan med en måttlig nedsättning i förhållande till historien. Därmed såg vi nu en möjlighet att sätta den stora kassaandelen i Modellportföljen i arbete.

Vaisala is a technology company. The company is a supplier of measurement solutions in the field of meteorology. The company's specialist expertise is found in the development of sensors, radars, and associated system solutions. Customers are found in various industries, with the greatest concentration in the aviation and energy sectors. The company operates on a global level, primarily in Europe, North America and Asia.

Read more on company page

Key Estimate Figures24/10

202425e26e
Revenue564.7597.5621.9
growth-%4.5 %5.8 %4.1 %
EBIT (adj.)90.393.8101.6
EBIT-% (adj.)16.0 %15.7 %16.3 %
EPS (adj.)1.921.832.04
Dividend0.850.850.90
Dividend %1.8 %2.0 %2.1 %
P/E (adj.)25.223.521.1
EV/EBITDA16.814.012.7

Forum discussions

Here are Paul’s comments from Vaisala’s strategy call. Vaisala’s strategy update a year after CMD partially reiterated familiar themes, but ...
11/25/2025, 6:41 AM
by Sijoittaja-alokas
7
Here are the presenters for the event: Speakers: Kai Öistämö, President and CEO: Driving resilient growth in a changing market Jarkko Sairanen...
11/24/2025, 8:46 AM
by Pauli Lohi
5
Vaisala is holding a separate strategy call today from 2 PM to 4 PM, which can be viewed on Inderes’ website. The webcast also offers the opportunity...
11/24/2025, 8:44 AM
by Pauli Lohi
7
Almanakka has written well and comprehensively about Vaisala regarding Q3. It sounds like a negative outlook is already being set up here. Revenue...
10/27/2025, 12:20 PM
by Sijoittaja-alokas
5
Here are Evli’s latest comments. Target price €50, buy recommendation. evli-website.files.svdcdn.com Vaisala-251023-Earnings-flash.pdf 194.81...
10/24/2025, 12:38 AM
by Marmoset
9
Q3 published: Vaisala Oyj Interim Report January–September 2025: Strong Net Sales and Profitability in the Third Quarter Third Quarter 2025 ...
10/23/2025, 6:03 AM
by Ilkka
17
Here are Pauli’s comments on Vaisala’s new service model for sensor calibration. Vaisala launched a new, better productized service concept ...
10/15/2025, 6:09 AM
by Sijoittaja-alokas
7
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