mttssn research · Djupanalys · 2026-W166
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Rating
Buy
Riktkurs 24m
162.0 DKK
Intrinsiskt värde
175.0 DKK
Pris vid analys
150.0 DKK
Buffett-poäng
14/20

Tryg (TRYG.CO) — 2026-W166

Analysis date: 2026-05-31 | Country: DK | Currency: DKK

Recommendation Summary

FieldValue
RatingBuy
Intrinsic Value175.0 DKK
24m Target162.0 DKK
Price at Analysis150.0 DKK
Buffett Score14/20
ROIC13.6%
Economic Profit+2,235.4M DKK
Implied Upside (IV)16.7%
Research history · this company (3 notes)
2026-W166 · 2026-05-31 · TRYG.COviewingBuy · ROIC 14% · tgt 162 DKKΔ tgt +25% · IV +35% · HOLD→Buy · MEDIUM→medium convTryg: Marginellt värdeskapande
2026-06-15 · 2026-06-15 · TRYG.COHOLD · tgt 130 DKK2026-06-08 · 2026-06-08 · TRYG.COHOLD · tgt 130 DKKfirst note

0. Company Identification

Ticker: TRYG.CO | Name: Tryg | Country: DK | Sector: Industrial/Commercial

1. What the Company Sells

Tryg operates in the Nordic market. ROIC 13.6% vs WACC 8% → EP +2,235.4M DKK.

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 13.6% vs WACC 8.0% → Economic Profit +2,235.4M DKK.

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 — Tryg: Observation candidate, await data and price development.


mttssn research · Tryg (TRYG.CO) · 2026-W166 · 2026-05-31