mttssn research · Djupanalys · 2026-W131
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Rating
Observe
Riktkurs 24m
0.0 NOK
Intrinsiskt värde
0.0 NOK
Pris vid analys
480.0 NOK
Buffett-poäng
7/20

Voss Veksel Landmandsbank (VVL.OL) — 2026-W131

Analysis date: 2026-05-31 | Country: NO | Currency: NOK

Recommendation Summary

FieldValue
RatingObserve
Intrinsic ValueN/A
24m TargetN/A
Price at Analysis480.0 NOK
Buffett Score7/20
ROIC10.6%
Economic Profit+22.2M NOK
Implied Upside (IV)N/A
Observe: Size/liquidity constraints, negative EP, pre-revenue stage, or data quality limitations.

0. Company Identification

Ticker: VVL.OL | Name: Voss Veksel Landmandsbank | Country: NO | Sector: Bank/Savings Bank

1. What the Company Sells

Voss Veksel Landmandsbank operates in the Nordic market. ROIC 10.6% vs WACC 8% → EP +22.2M NOK.

2. Who Pays and Why They Stay

Retail and corporate customers pay interest on loans and fees for financial services.

3. Revenue Model

Net interest income (NII) is the primary revenue driver, supplemented by fees and commissions.

4. Margin and Cash Mechanics

ROIC 10.6% vs WACC 8.0% → Economic Profit +22.2M NOK.

5. Supply-side Dependencies

Funding cost, credit quality (LLP), and regulatory capital requirements (CET1).

6. Competitive Position

Moat strength: 2/5. Geographic presence, customer loyalty, and local market share.

7. Growth Engine

Volume growth in mortgage and corporate portfolios plus interest rate environment.

8. Business Model Risks

Top risks: Credit risk, interest rate risk, Basel IV regulatory requirements, neobank competition.

9. History, Management & ESG

Conservative credit culture, stable dividend policy, CSRD reporting obligations.

10. Synthesis and Recommendation

Observe — Voss Veksel Landmandsbank: Marginal value creation, EP +22.2M, await better entry.


mttssn research · Voss Veksel Landmandsbank (VVL.OL) · 2026-W131 · 2026-05-31