mttssn research · Djupanalys · 2026-W96
← Arkiv
Rating
Buy
Riktkurs 24m
315.0 NOK
Intrinsiskt värde
340.0 NOK
Pris vid analys
288.5 NOK
Buffett-poäng
15/20

DNB Bank (DNB.OL) — 2026-W96

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

Recommendation Summary

FieldValue
RatingBuy
Intrinsic Value340.0 NOK
24m Target315.0 NOK
Price at Analysis288.5 NOK
Buffett Score15/20
ROIC13.6%
Economic Profit+16,906M NOK
Implied Upside (IV)17.9%
Research history · this company (3 notes)
2026-W96 · 2026-05-31 · DNB.OLviewingBuy · ROIC 14% · tgt 315 NOKΔ tgt -5% · IV +3% · BUY→Buy · MEDIUM→high convDNB Bank: Marginellt värdeskapande
2026-06-15 · 2026-06-15 · DNB.OLBUY · tgt 330 NOK2026-06-08 · 2026-06-08 · DNB.OLBUY · tgt 330 NOKfirst note

0. Company Identification

Ticker: DNB.OL | Name: DNB Bank | Country: NO | Sector: Bank/Savings Bank

1. What the Company Sells

DNB Bank operates in the Nordic market. ROIC 13.6% vs WACC 8% → EP +16,906M 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 13.6% vs WACC 8.0% → Economic Profit +16,906M NOK.

5. Supply-side Dependencies

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

6. Competitive Position

Moat strength: 3/5. 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

Buy — DNB Bank: Observation candidate, await data and price development.


mttssn research · DNB Bank (DNB.OL) · 2026-W96 · 2026-05-31