mttssn research · Djupanalys · 2026-W159
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Rating
Buy
Riktkurs 24m
352.0 SEK
Intrinsiskt värde
380.0 SEK
Pris vid analys
323.6 SEK
Buffett-poäng
15/20

Volvo A (VOLV-A.ST) — 2026-W159

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

Recommendation Summary

FieldValue
RatingBuy
Intrinsic Value380.0 SEK
24m Target352.0 SEK
Price at Analysis323.6 SEK
Buffett Score15/20
ROIC30.1%
Economic Profit+25,876.5M SEK
Implied Upside (IV)17.4%
Research history · this company (6 notes)
2026-W159 · 2026-05-31 · VOLV-A.STviewingBuy · ROIC 30% · tgt 352 SEKVolvo A: Starkt värdeskapande ROIC 30.05% >> WACC 8%
2026-W162 · 2026-05-31 · VOLV-B.STBuy · ROIC 30% · tgt 352 SEKΔ tgt +4% · IV +12% · HOLD→Buy · MEDIUM→high convVolvo B: Starkt värdeskapande ROIC 30.05% >> WACC 8%2026-06-15 · 2026-06-15 · VOLV-B.STHOLD · tgt 340 SEKΔ tgt +1% · IV +1%2026-06-15 · 2026-06-15 · VOLV-A.STHOLD · tgt 335 SEKΔ tgt -1% · IV -1%2026-06-09 · 2026-06-09 · VOLV-B.STHOLD · tgt 340 SEKΔ tgt +1% · IV +1%2026-06-09 · 2026-06-09 · VOLV-A.STHOLD · tgt 335 SEKfirst note

0. Company Identification

Ticker: VOLV-A.ST | Name: Volvo A | Country: SE | Sector: Industrial/Commercial

1. What the Company Sells

Volvo A operates in the Nordic market. ROIC 30.1% vs WACC 8% → EP +25,876.5M SEK.

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 30.1% vs WACC 8.0% → Economic Profit +25,876.5M SEK.

5. Supply-side Dependencies

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

6. Competitive Position

Moat strength: 5/5. 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 — Volvo A: Strong value creation, ROIC 30.1% >> WACC 8%, attractive at current price.


mttssn research · Volvo A (VOLV-A.ST) · 2026-W159 · 2026-05-31