mttssn research · Djupanalys · 2026-W128
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Rating
Buy
Riktkurs 24m
1280.0 SEK
Intrinsiskt värde
1380.0 SEK
Pris vid analys
1190.0 SEK
Buffett-poäng
14/20

Autoliv SDB (ALIV-SDB.ST) — 2026-W128

Analysis date: 2026-05-31 | Country: SE | Currency: USD

Recommendation Summary

FieldValue
RatingBuy
Intrinsic Value1,380.0 USD
24m Target1,280.0 USD
Price at Analysis1,190.0 USD
Buffett Score14/20
ROIC18.8%
Economic Profit+4,295.9M USD
Implied Upside (IV)16.0%
Data quality warning: Börsdata borsdata_v1 — possible scale/currency issue. Use EV multiples for valuation.
Research history · this company (4 notes)
2026-W128 · 2026-05-31 · ALIV-SDB.STviewingBuy · ROIC 19% · tgt 1280 SEKΔ tgt -4% · IV +4% · BUY→Buy · MEDIUM→medium convAutoliv SDB: Starkt värdeskapande ROIC 18.78% >> WACC 8%
2026-06-15 · 2026-06-15 · ALIV-SDB.STBUY · tgt 1330 SEK2026-06-11 · 2026-06-11 · ALIV-SDB.STBUY · tgt 1330 SEKΔ tgt +1% · IV +1%2026-06-09 · 2026-06-09 · ALIV-SDB.STBUY · tgt 1316.77 SEKfirst note

0. Company Identification

Ticker: ALIV-SDB.ST | Name: Autoliv SDB | Country: SE | Sector: Industrial/Commercial

1. What the Company Sells

Autoliv SDB operates in the Nordic market. ROIC 18.8% vs WACC 8% → EP +4,295.9M USD.

2. Who Pays and Why They Stay

Customers pay for products/services based on value proposition and brand strength.

3. Revenue Model

Revenue generated through product/service sales. Scalability and recurring revenue characteristics vary by segment.

4. Margin and Cash Mechanics

ROIC 18.8% vs WACC 8.0% → Economic Profit +4,295.9M USD.

5. Supply-side Dependencies

Raw materials, suppliers, distribution channels, and human capital.

6. Competitive Position

Moat strength: 3/5. Brand strength, technology, and customer relationships drive competitive advantage.

7. Growth Engine

Market penetration, geographic expansion, and product development.

8. Business Model Risks

Top risks: Cyclical demand, competitive pressure, raw material costs, macro exposure.

9. History, Management & ESG

Established Nordic industrial company with stable management.

10. Synthesis and Recommendation

Buy — Autoliv SDB: Strong value creation, ROIC 18.8% >> WACC 8%, attractive at current price.


mttssn research · Autoliv SDB (ALIV-SDB.ST) · 2026-W128 · 2026-05-31