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mttssn research · Nordic Deep Dive
Scandic Hotels (SHOT.ST)
Consumer · Nordic hotel operator · LTM Q1 2026
Analysis date: 2026-07-14
Price at analysis: SEK 90.70
Method: mttssn_manual_v1
Conviction: MEDIUM
HOLD
Conviction: MEDIUM
Nordic's leading hotel operator (320+ hotels, 68k rooms) in normalized recovery, but structurally value-destructive: capitalizing the ~SEK 44bn leased estate collapses ROIC to 4.5% against an 8% charge (EP -SEK 1.7bn). FY2025 operating profit FELL to 2,661 despite a +24% larger room base, and a debt-funded Dalata acquisition adds leverage and integration risk. P/E ~30x, FCF yield 5.7%. No margin of safety — HOLD.
Adj. ROIC
4.5%
WACC 8% → spread -3.5pp
Economic Profit
SEK -1,705M
Adj. NOPAT 2,183 - 8% charge on 48.6bn IC = -1,705 (lease-capitalized)
FCF Yield
n/a
LTM FCF 1,122 / mcap 19.5bn = 5.7%
Price / Target
SEK 91 → SEK 84
-7% base; HOLD
Revenue (LTM)
SEK 22.4B
LTM revenue SEK 22.4bn; +3.1% in Q1 2026
EBIT Margin
11.9%
EBIT margin 12.0% (-0.1pp YoY)
EV / IC
n/a
Enterprise value / invested capital
Net Debt
n/a
Non-lease net debt SEK 510m (0.2x EBITDA); +SEK 44bn leases in IC
Thesis

Scandic is the Nordic region's #1 hotel operator — 320+ hotels, 68,000 rooms, 150+ destinations, six decades of heritage and the Scandic Friends loyalty base — running a predominantly leased mid-market estate (246 of 323 hotels leased). The franchise is genuine, but the economics are a lease-model operator's: capitalizing the ~SEK 44bn of hotel-lease liabilities into invested capital (the correct treatment — the leased estate IS the operating asset base) collapses adjusted ROIC to 4.5% against an 8% WACC.

The result is deeply and structurally negative economic profit: adjusted NOPAT 2,183 less a 3,888 capital charge = EP -1,705. This is not a one-off — the leased estate does not earn its cost of capital. Scandic's own pre-IFRS16 'adjusted EBITDA' (2,425) flatters returns by stripping out both the depreciation of, and the capital committed to, that estate.

This is normalized recovery, not a cycle peak: 2025 occupancy 64.1% is still below the pre-COVID ~66-68%, yet FY2025 operating profit FELL to 2,661 (from 2,836) and adj. EBITDA to 2,425 (from 2,495) despite a +24% larger room base — profitability is softening on expansion. The pending debt-funded acquisition of Dalata (56 hotels, currently only under a temporary management agreement) will add a further material lease/net-debt step-up on completion.

Valuation · reverse-DCF & scenarios

On the economically correct enterprise value (equity 19.5bn + non-lease net debt 0.5bn + ~44bn leases = ~64bn), Scandic trades at ~29x adjusted NOPAT and ~30x LTM earnings — rich for a sub-WACC operator with falling absolute profits. The one supportive metric is a 5.7% LTM FCF yield on market cap; the mttssn frame (EP, ROIC-WACC) says value is being consumed, not created.

Base SEK 84 (-7%): normalized recovery holds but the rich earnings multiple and pending leveraging deal cap re-rating. Bull SEK 112: occupancy returns to pre-COVID 66-68%, RevPAR expands and Dalata proves accretive. Bear SEK 60: a RevPAR down-cycle plus a debt-heavy, dilutive Dalata integration.

Market-implied growth
+0.9%
NOPAT CAGR over 5y the EV already requires
No-growth value / share
SEK 95
105% of price; rest = priced-in growth
ROIC − WACC
-3.5 pp
ROIC 4.5% vs WACC 8.0% — positive = value creation
CAP (priced-in)
n/a
years of excess returns the price implies (fades to WACC)

The market pays today’s enterprise value for roughly 0.9% NOPAT growth over 5 years. The business earns 4% on capital against a 8% cost of capital (spread -3.5 pp); the no-growth value is SEK 95/share (105% of price), so the rest is priced-in growth.

Scenario24m targetImpl. gUpsideProb.Driver
BullSEK 112≥-50%+23%25%Dalata accretive + occupancy back to pre-COVID 66-68%, RevPAR expands
BaseSEK 84+2%-7%50%Normalized recovery holds; rich multiple + leveraging deal cap re-rating
BearSEK 60≥5%-34%25%RevPAR down-cycle + debt-heavy Dalata integration bites
Prob-weightedSEK 85-6%100%Scenario-weighted expected value

Sensitivity — fair value / share at WACC × growth

WACC \ g0%3%5%8%10%15%
6.50%12411099806416
7.25%10792805841-12
8.00% (base)9578654224-32
8.75%8668543011-46
9.50%786046212-56

Green = fair value above the current price of SEK 90.70. The reverse-DCF conclusion is dominated by WACC and growth — see the whole surface, not a single fair value.

Method & data. NOPAT SEK 2,183, invested capital and ROIC 4.5% are observed (adjustments.json); WACC 8.0% and terminal g 2.5% are assumptions. EV→equity uses net debt SEK 510. The model holds ROIC constant (no fade) over the explicit horizon; the CAP figure instead fades excess returns to WACC.

⤓ Download the full model (.xlsx) — formula-driven sheets; flex the blue input cells and the model cascades in Excel.

Key drivers

1. Nordic #1 scale

68k rooms across 150+ destinations plus Scandic Friends — the leading Nordic mid-market franchise.

2. Occupancy recovery

64.1% still below pre-COVID 66-68% — upside if leisure/business demand normalizes.

3. FCF generation

LTM FCF 1,122 (5.7% yield) despite the heavy lease base — real cash conversion.

4. Dalata optionality

56 Irish/UK hotels (Clayton/Maldron) could be accretive if integrated at the right price.

5. Light non-lease sheet

Interest-bearing net debt only SEK 510m (0.2x EBITDA) ahead of the deal.

Key risks
Conclusion

A quality Nordic hotel franchise in normalized recovery, but structurally value-destructive on the correct lease-capitalized frame (ROIC 4.5% < 8% WACC, EP -1.7bn) and richly priced at ~30x earnings — with a debt-funded Dalata deal adding leverage and integration risk. No margin of safety.

HOLD, medium conviction; base SEK 84 (-7%). The 5.7% FCF yield and franchise quality argue against an outright exit, but positive economic profit is the missing ingredient.

Footnote evidence & sources

Every adjustment traces to the cited note/page in the source filing — click to open it there. Annual report / 10-K: 📄 open  ·  Latest interim: 📄 open

Adjustment / figureValueSourceWhy mttssn treats it this way
LTM revenue 22,43222,432Consolidated income statement, Apr-Mar 25/26 column / p18 📄 p.18Rolling-12-month revenue taken directly from the interim's own LTM column (FY2025 22,289 - Q1 2025 4,546 + Q1 2026 4,689).
LTM operating profit (EBIT) 2,6802,680Consolidated income statement, Apr-Mar 25/26 / p18 📄 p.18Reported LTM operating profit; already includes full IFRS 16 depreciation AND the 102m ROU impairment, so it is the correct EBIT base for a lease operator (we add the impairment back post-tax separately).
FY2025 operating profit fell to 2,661 from 2,8362,661Consolidated income statement / p115 📄 p.115Absolute earnings decline on a +24% larger room base evidences normalized-recovery, not cycle-peak - basis for retaining the LTM headline.
ROU impairment 102 inside D&A&I line102Note 13 depreciation/impairment table + narrative / p132 (also p5, p115 D&A&I line -3,996) 📄 p.132IAS 36 impairment of right-of-use assets, mainly Finnish lease contracts; sits inside reported EBIT so it is added back post-tax (ROU is a PPE-like operating asset). LTM = 102 (year-end event; no Q1 impairment).
Items affecting comparability add-back 53 (LTM)53Note 07 (FY p130) + Q1 CEO/IS reconciliation / p9 📄 p.9IAC = transaction/integration/restructuring not part of normal operations. LTM = FY 51 + Q1'26 2 - Q1'25 0 = 53 (corrects the streamlined 47).
Revenue by agreement type - 99.6% lease22,189Note 02 Net sales by type of agreement / p126 📄 p.126Lease-agreement (owned-operated) revenue 22,189 of 22,289; management fees only 44, franchise 25, owned 26 - an owned-lease operating model, not an asset-light fee model, which is why leases dominate IC.
No trademark PPA amortization0Note 12 Intangible assets / p131 📄 p.131Scandic brand trademark (2,782, all in Sweden) has indefinite useful life and is not amortized - no PPA charge to reject; only IT-intangible amortization (-68) which stays in opex.
No goodwill/trademark impairment FY2025; impairment-test WACC 12.1-13.8%0Note 12 impairment testing / p131 📄 p.131Year-end test showed no goodwill/trademark losses for any CGU (Sweden/Norway/Finland/Other Europe); disclosed pre-tax WACC 12.1-13.8% and 2% terminal growth recorded but NOT used as our 8% capital charge.
Lease liabilities 44,068 (Q1 2026)44,068Balance sheet incl/excl IFRS 16 reconciliation / p32 (FY Note 20 p116: 43,692) 📄 p.32Non-current 41,146 + current 2,922, read from the IFRS16 'Effect' column. Capitalized into IC because leased hotels (ROU ~75% of total assets) are the primary operating asset.
ROU assets ~39,829 = ~75% of total assets39,829Balance sheet incl/excl IFRS 16 reconciliation / p32 📄 p.32IFRS16 'Effect' on total non-current assets. ROU >> 50% of operating assets -> lease_liabilities_in_ic = true decision rule.
Interest-bearing debt (credit institutions) 987987Financial position / net-debt commentary p10 (BS p19) 📄 p.10Non-lease financial debt; added to IC alongside capitalized leases. Interest-bearing NET debt only 510m (0.2x adj EBITDA).
Total equity 2,757 / NCI 77 / OCI(reserves) -2362,757Balance sheet + statement of changes in equity / p19 📄 p.19equity_ex_oci = 2,757 - (-236) = 2,993; NCI 77 kept in IC for consolidated NOPAT/IC consistency; equity-to-parent 2,680.
Cash 477; excess cash 28 removed477Balance sheet / p19 (also p10) 📄 p.19operational_cash = min(477, 2% x 22,432 = 449) = 449 retained in IC; only 28 excess removed.
IFRS 16 lease interest -1,740 below EBIT-1,740Note 13 lease finance items / p132 (FY financial-items recon p157) 📄 p.132Confirms lease interest is in net financial items, not EBIT - so no lease-interest add-back to NOPAT despite capitalizing leases in IC (LTM net financial items -1,840, IFRS16 portion ~-1,730).
Dalata acquisition - financing secured, not yet consolidated0Note 32 Events after reporting date / p142 (admin report p2109-2131) 📄 p.142Acquisition of Dalata's hotel operations (56 hotels), financing secured, completion 2026; only temporary management agreement at Q1 - current IC is PRE-Dalata; forward lease/debt step-up flagged, Dalata NOT added to IC.
Occupancy 64.1% / RevPAR 816 - normalized not peak64.1Year in brief / p5 📄 p.5Occupancy 64.1% (2024 61.8%), still below pre-COVID ~66-68%; combined with falling absolute EBIT, supports retaining LTM headline rather than a mid-cycle haircut.
Quality · Buffett tenets7 / 15
Understandable business
Nordic mid-market hotel operator — revenue = occupancy x ARR across 320+ hotels / 68k rooms in 150+ destinations. Transparent, cyclical, well-disclosed.
Durable moat
[immateriella/kostnads-skalfordel · stabil] Nordic #1 by rooms (68k, 150+ destinations) + Scandic Friends loyalty, yet the lease-model earns ROIC 4.5% < 8% WACC (EP -1.7bn) — scale does NOT clear the capital charge. Falsifier: another RevPAR down-cycle or Dalata dilution pushes the spread further negative. frame: sub-WACC caps at 1.
Management & capital allocation
[allokering · candor] Expanded the room base +24% while FY2025 adj. EBITDA FELL to 2,425 (2,495) — incremental capital not yet earning; now a debt-funded Dalata deal (56 hotels). APM divergence 5.8%, reporting clean. Rod flagga: Dalata integration/goodwill or the lease step-up on completion.
Financial strength & returns
ROIC 4.5% vs 8% WACC, EP -1,705; but non-lease net debt only SEK 510m (0.2x EBITDA) and LTM FCF 1,122 positive. Survives a bad year on the non-lease sheet; structurally sub-WACC on the 48.6bn lease-capitalized base.
Valuation margin of safety
P/E ~30x, EV incl. leases ~29x NOPAT, EP negative; LTM FCF yield 5.7% the only support. Base 84 < spot 90.7 — no margin of safety.