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Avanza Bank Holding AB (publ) (AZA) Fair Value & Analysis

Financial Services · SE · Market cap 60.2B SEK (≈ $6.3B) · ISIN SE0012454072

What is Avanza Bank Holding AB (publ) really worth?

AB Avanza Bank Holding AB (publ) AZA · ST
Pricekr 397.50
Fair Valuekr 143.14
Upside−64.0%
Quality60/100

A solid business, but trading 178% above our fair value of kr 143.14.

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Strengths

Healthy Growth (revenue 5y +18.7 %/yr)
Highly profitable · 52.7% net margin
Low debt · generates free cash flow
Wide moat 77/100

Risks

!Mixed vs. peers (8/15)

For context

·3.21% dividend yield
Evidence: High Range kr 107.36 – kr 178.93

Fair value as of: Sep 5, 2026

From 4 valuation models · updated today

Share price −0.5% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (kr 178.93). The favourable scenario is already priced in.
  • Solid but not exceptional quality (60/100) and above fair value, neither a clear bargain nor a standout compounder.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Price vs Fair Value (5 years)

kr 408.30 kr 130.78 Fair Value kr 143.14 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 5, 2026.

How to read this chart

60‑month range kr 130.78 – kr 408.30 · fair‑value band kr 107.36 – kr 178.93 · the kr 397.50 price screens above the kr 143.14 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 5, 2026.

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Analysis

Avanza Bank Holding AB (publ) (AZA) currently trades at kr 397.50, while our model-based Fair Value estimate is kr 143.14, implying the stock looks roughly 177.7% overvalued today. The Quality Score stands at 60/100 (solid quality), in the Financial Services sector. Bull case: the Economic Profit group reads highest at a median of kr 172.15 per share, and 0 of the 4 models we run sit above the kr 397.50 price. Bear case: the Asset-Based group reads lowest at kr 33.66, and 4 of the 4 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Avanza Bank Holding AB (publ) generated revenue of 5.1B SEK at a net margin of 52.7%. Revenue grew 9.7% year over year. It earns a return on equity of 33.1%. The balance sheet holds a net cash position of 12.3B SEK. Fundamentals as of Sep 5, 2026

Our scenario range runs from kr 107.36 (bear case) to kr 178.93 (bull case); at kr 397.50, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 34% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at −10% fair-value upside, at −64%, AZA screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly kr 2.52 per share, which is 1.8 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income kr 121.76 kr 172.15 kr 1,555 64
P/E Multiple kr 162.53 kr 216.71 kr 270.89 63
P/B Multiple kr 52.76 kr 70.34 kr 87.93 55
All 4 models by family
Multiples
P/E Multiple kr 162.53 kr 216.71 kr 270.89 63
P/B Multiple kr 52.76 kr 70.34 kr 87.93 55
Asset-Based
NCAV (Graham) kr 25.12 kr 33.66 kr 50.24 54
Economic Profit
Residual Income kr 121.76 kr 172.15 kr 1,555 64

Widest divergence: Economic Profit (kr 172.15) versus Asset-Based (kr 33.66). Highest evidence: Residual Income (64).

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Key figures & financial health

P/E ratio 23.7
P/S ratio 10.9 P/E × margin
EPS (TTM) kr 16.76 price ÷ EPS = P/E 23.7
Dividend yield 3.2% payout 76.1%
Net margin 45.9% FY2025
Return on equity 33.1% TTM
More key figures
Profitability
Return on assets (EBIT) 0.8% avg 5y
Operating margin 63.5% TTM
Growth
Revenue (TTM) 5.1B SEK TTM
Revenue growth (YoY) +9.7% 3y avg +22.5%
EPS growth (YoY) +4.9%
Balance sheet & cash flow
Free cash flow 31.7B SEK FY2025
Net cash 12.3B SEK FY2025

Figures from reported company fundamentals · as of Sep 5, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 60/100

Of which business quality 54 · Market factors (momentum, volatility) 72

Profitability 45
Margins and returns on capital today
Quality Growth 52
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 10
Balance sheet, leverage, solvency risk
Investment 38
Disciplined investing over empire-building
Low Volatility 82
Calm price path (market factor)
Momentum 63
Price trend over the last 3–12 months (market factor)
52W Momentum 78
Distance to the 52-week high (market factor)
Net Issuance 79
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Avanza Bank Holding AB (publ), together with its subsidiaries, provides various savings, pension, and mortgages products in Sweden. It offers share and fund, investment savings, endowment insurance, savings, endowment child insurance, external deposit, and pension insurance accounts, as well as occupational pensions and individual pension plans.

Full company description

Avanza Bank Holding AB (publ), together with its subsidiaries, provides various savings, pension, and mortgages products in Sweden. It offers share and fund, investment savings, endowment insurance, savings, endowment child insurance, external deposit, and pension insurance accounts, as well as occupational pensions and individual pension plans. The company also trades in equities, funds, and other securities; and provides external and green mortgages, private banking mortgages, margin loans, and stock lending products. In addition, it offers decision support services and others; and publishes topical news and independent advice on the financial website, Placera, as well as on the weekly financial magazine, Börsveckan. The company primarily serves individual and professional investors, and corporate customers, such as entrepreneurs, asset managers, and occupational pension customers. Avanza Bank Holding AB (publ) was incorporated in 1986 and is headquartered in Stockholm, Sweden.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Avanza Bank Holding AB (publ) reported revenue of 5.7B SEK in FY2025 versus 3.4B SEK in FY2021, a compound +13.9%/yr. Reported net income was 2.6B SEK in FY2025, compounding +6.5%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
5.7B SEK
Latest YoY
+12.9%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+22.5%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+18.7%
Avg. revenue growth/yr (23Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+17.6%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+17.4% (14.2 + 3.2)
Revenue +13.9%/yr
FY21 3.4B SEK
FY22 3.1B SEK
FY23 4.4B SEK
FY24 5.1B SEK
FY25 5.7B SEK
Net income +6.5%/yr
FY21 2.0B SEK
FY22 1.7B SEK
FY23 2.0B SEK
FY24 2.3B SEK
FY25 2.6B SEK
Character of growth · EPS growth decomposed (2014-2025) +22.1 % p.a.
Revenue per share +20.2 %

of which total revenue +21.1 % · buybacks/dilution −0.7 %

EBIT margin +1.5 %
Tax rate +0.1 %
Residual (interest, one-offs) +0.0 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

AZA screens 178% overvalued. Compare with DBS Group →

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Cite: Fair Value Calculator (2026). "Avanza Bank Holding AB (publ) Fair Value". https://www.fairvalue-calculator.com/stock/AZA

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Banks - Regional · 1071 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 57 · Above median
Fair Value upside −64% · Bottom 25%
Return on equity (TTM) 33% · Top 25%
Return on assets 1% · Below median
Net margin (TTM) 53% · Top 25%
Operating margin (TTM) 63% · Top 25%
Revenue growth 10% · Above median
Dividend yield (TTM) 3.2% · Above median

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 23.7× · Pricier than 75% of peers
P/B 7.59× · Pricier than 75% of peers
P/S (TTM) 11.85× · Pricier than 75% of peers
P/FCF 0.2× · Cheaper than 75% of peers
EV/EBITDA 14.9× · Pricier than 75% of peers
PEG 6.32× · Pricier than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 33
FUTURE49 · sector 45
PAST100 · sector 41
HEALTH100 · sector 85
DIVIDEND64 · sector 51

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Sep 5, 2026).

Stock Price Fair Value vs Fair Value
DBS Group D05 75.65 SGD 40.48 SGD −46%
China Merchants Bank Co 3968 HK$47.96 HK$76.51 +60%
Intesa Sanpaolo S.p.A ISP €6.78 €5.66 −17%
HDFC Bank Limited HDB $23.17 $24.12 +4%
BNP Paribas SA BNP €102.56 €144.64 +41%
UniCredit S.p.A UCG €84.71 €77.62 −8%
Mizuho Financial Group MFG $10.74 $9.69 −10%
ICICI Bank Limited ICICIBANK ₹1,443 ₹835.21 −42%
Oversea-Chinese Banking Corporation O39 31.07 SGD 19.80 SGD −36%
CaixaBank, S.A CABK €13.52 €8.85 −35%

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Frequently asked questions

Is Avanza Bank Holding AB (publ) (AZA) overvalued or undervalued?
As of Sep 5, 2026, our model estimates a fair value of kr 143.14 versus a price of kr 397.50, about −64% upside (overvalued).
What is the fair value of AZA?
Our model-based fair value for Avanza Bank Holding AB (publ) is kr 143.14 (as of Sep 5, 2026), built from audited fundamentals. The current price: kr 397.50.
What is the quality score of AZA?
Avanza Bank Holding AB (publ) has a Quality Score of 60/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Avanza Bank Holding AB (publ) (AZA)?
Avanza Bank Holding AB (publ) reported trailing-twelve-month revenue of about 5.1B SEK (latest available figure, as of Sep 5, 2026).
What is the net profit margin of AZA?
The net profit margin of Avanza Bank Holding AB (publ) is about 52.7%, meaning it keeps roughly 52.7% of revenue as net income. Based on the latest reported figures.
Does Avanza Bank Holding AB (publ) pay a dividend?
Avanza Bank Holding AB (publ) currently shows a dividend yield of about 3.21% relative to its recent price (as of Sep 5, 2026).
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