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Boliden AB (BOL) Fair Value & Analysis

Basic Materials · SE · Market cap 146B SEK (≈ $15.3B) · ISIN SE0020050417

What is Boliden AB really worth?

BA Boliden AB BOL · ST
Pricekr 547.60
Fair Valuekr 461.48
Upside−15.7%
Quality50/100

A solid business, but trading 19% above our fair value of kr 461.48.

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Strengths

Healthy Growth (revenue 5y +10.7 %/yr)
Solidly profitable · 11.0% net margin
Low debt · generates free cash flow
Ranks above peers (12/15)

Risks

!Moderate moat 58/100
!Weak on valuation: 12 out of 100

For context

·2.01% dividend yield
Evidence: High Range kr 249.24 – kr 703.75

Fair value as of: Aug 13, 2026

From 24 valuation models · updated 22 days ago

Share price +6.9% over the past month.

What runs behind every stock

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

What matters now

  • The model range is unusually wide (kr 249.24 to kr 703.75). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (50/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

kr 706.64 kr 217.76 Fair Value kr 461.48 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range kr 217.76 – kr 706.64 · fair‑value band kr 249.24 – kr 703.75 · the kr 547.60 price screens above the kr 461.48 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Boliden AB (BOL) currently trades at kr 547.60, while our model-based Fair Value estimate is kr 461.48, implying the stock looks roughly 18.7% overvalued today. The Quality Score stands at 50/100 (solid quality), in the Basic Materials sector. Bull case: the Multiples group reads highest at a median of kr 563.00 per share, and 7 of the 24 models we run sit above the kr 547.60 price. Bear case: the Asset-Based group reads lowest at kr 180.53, and 17 of the 24 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Boliden AB generated revenue of 100B SEK at a net margin of 11.0%. Revenue grew 31.7% year over year. It earns a return on equity of 14.7%. Net debt stands at 14.6B SEK. Fundamentals as of Aug 13, 2026

Our scenario range runs from kr 249.24 (bear case) to kr 703.75 (bull case); at kr 547.60, the current price sits within 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 about 23% below its 52-week high and 98% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at −42% fair-value upside, at −16%, BOL screens cheaper 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 18.86 per share, which is 4.1 % 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
FCF DCF best evidence kr 174.38 kr 315.09 kr 540.14 78
Growth DCF kr 176.28 kr 313.87 kr 533.00 76
EPV kr 293.08 kr 349.40 kr 398.68 74
All 24 models by family
DCF Models
FCF DCF best evidence kr 174.38 kr 315.09 kr 540.14 78
Owner Earnings kr 69.77 kr 143.33 kr 260.99 73
5Y Revenue Exit kr 250.19 kr 467.69 kr 754.37 71
5Y EBITDA Exit kr 365.45 kr 690.95 kr 1,084 73
5Y P/E Exit kr 281.05 kr 527.48 kr 795.56 69
10Y Revenue Exit kr 210.36 kr 404.82 kr 683.58 64
10Y EBITDA Exit kr 295.85 kr 562.80 kr 943.81 66
10Y P/E Exit kr 241.30 kr 447.13 kr 716.06 62
Earnings-Based
Graham-Dodd kr 225.20 kr 821.85 kr 1,109 64
Lynch FV kr 195.66 kr 279.51 kr 363.37 61
PEG = 1.0 kr 195.66 kr 279.51 kr 363.37 57
EPV kr 293.08 kr 349.40 kr 398.68 74
Multiples
P/E Multiple kr 422.25 kr 563.00 kr 703.75 63
P/S Multiple kr 370.47 kr 493.96 kr 617.45 58
P/B Multiple kr 422.25 kr 563.00 kr 703.75 55
EV/EBIT kr 419.87 kr 574.77 kr 729.67 66
EV/EBITDA kr 519.00 kr 706.94 kr 894.89 67
EV/Revenue kr 300.94 kr 449.13 kr 597.32 53
Asset-Based
NCAV (Graham) kr 134.73 kr 180.53 kr 269.45 54
Growth DCF
Growth DCF kr 176.28 kr 313.87 kr 533.00 76
Rev-Margin DCF kr 250.19 kr 463.16 kr 718.02 71
Economic Profit
Residual Income kr 251.49 kr 301.48 kr 637.62 71
ROIC Compounder kr 301.74 kr 407.68 kr 553.26 71
Growth Earnings
Growth-Adj P/E kr 325.13 kr 464.47 kr 603.81 67

Widest divergence: Multiples (kr 563.00) versus Asset-Based (kr 180.53). Highest evidence: FCF DCF (78).

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Key figures & financial health

P/E ratio 14.1
P/S ratio 1.42 P/E × margin
EPS (TTM) kr 38.83 price ÷ EPS = P/E 14.1
Dividend yield 2.0% payout 28.3%
Net margin 10.1% FY2025
Return on equity 14.7% TTM
More key figures
Profitability
Return on assets (EBIT) 11.8% avg 5y
Operating margin 18.9% TTM
Growth
Revenue (TTM) 100B SEK TTM
Revenue growth (YoY) +31.7% 3y avg +2.7%
EPS growth (YoY) +68.3%
Balance sheet & cash flow
Free cash flow 5.2B SEK FY2025
Net debt 14.6B SEK FY2025 · ≈ 2.8 yrs of FCF

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 50/100

Of which business quality 51 · Market factors (momentum, volatility) 59

Profitability 42
Margins and returns on capital today
Quality Growth 39
Are margins and returns improving?
Cashflow 53
Earnings quality: real cash, not paper profit
Fin. Strength 69
Balance sheet, leverage, solvency risk
Investment 34
Disciplined investing over empire-building
Low Volatility 42
Calm price path (market factor)
Momentum 58
Price trend over the last 3–12 months (market factor)
52W Momentum 81
Distance to the 52-week high (market factor)
Net Issuance 62
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

Boliden AB (publ) engages in the extracting, producing, and recycling of base metals in Sweden, Finland, other Nordic region, Germany, the United Kingdom, Europe, North America, and internationally. The company operates through Business Area Mines and Business Area Smelters segments.

Full company description

Boliden AB (publ) engages in the extracting, producing, and recycling of base metals in Sweden, Finland, other Nordic region, Germany, the United Kingdom, Europe, North America, and internationally. The company operates through Business Area Mines and Business Area Smelters segments. It explores copper, zinc, nickel, lead, gold, silver, cobalt, sulphuric acid, tellurium, platinum, palladium, rhodium, iridium, ruthenium, and osmium deposits. The company operates the Aitik, the Boliden Area, and Garpenberg mines in Sweden; the Tara mine in Ireland; the Kevitsa mines in Finland; the Somincor mine in Portugal; Kokkola smelters in Finland; Odda zinc smelters in Norway; the Rönnskär smelter in Sweden; Harjavalta copper smelters in Finland; and the Bergsöe lead smelter in Sweden. It sells its metals primarily to industrial customers. The company was founded in 1924 and is headquartered in Stockholm, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Boliden AB reported revenue of 93.5B SEK in FY2025 versus 68.6B SEK in FY2021, a compound +8.0%/yr. Reported net income was 9.4B SEK in FY2025, compounding +2.0%/yr from FY2021.

Growth Quality 87/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
93.5B SEK
Latest YoY
+4.8%
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.
+2.7%
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.
+10.7%
Avg. revenue growth/yr (28Y) 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.
+8.5%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+8.1% (6.1 + 2.0)
Revenue +8.0%/yr
FY21 68.6B SEK
FY22 86.4B SEK
FY23 78.6B SEK
FY24 89.2B SEK
FY25 93.5B SEK
Net income +2.0%/yr
FY21 8.7B SEK
FY22 12.4B SEK
FY23 6.1B SEK
FY24 10.0B SEK
FY25 9.4B SEK
Character of growth · EPS growth decomposed (2014-2025) +12.5 % p.a.
Revenue per share +9.2 %

of which total revenue +9.3 % · buybacks/dilution −0.1 %

EBIT margin +2.9 %
Tax rate +0.2 %
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).

BOL screens 19% overvalued. Compare with BHP Group →

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Cite: Fair Value Calculator (2026). "Boliden AB Fair Value". https://www.fairvalue-calculator.com/stock/BOL

Recent news

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

Peer Group

Other Industrial Metals & Mining · 469 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 50 · Above median
Fair Value upside −16% · Above median
Return on equity (TTM) 15% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 11% · Top 25%
Operating margin (TTM) 19% · Top 25%
Revenue growth 32% · Above median
Dividend yield (TTM) 2.0% · Above median
Debt / equity 0.29× · Higher than median

Valuation Multiples vs Other Industrial Metals & Mining median · lower = cheaper

P/E (TTM) 14.1× · Cheaper than median
P/B 1.91× · Pricier than median
P/S (TTM) 1.46× · Cheaper than median
P/FCF 2.9× · Cheaper than median
EV/EBITDA 6.5× · Cheaper than median
PEG 2.98× · 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
VALUE12 · sector 0
FUTURE100 · sector 38
PAST59 · sector 0
HEALTH86 · sector 96
DIVIDEND40 · sector 38

Insider activity: 40/100

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 Other Industrial Metals & Mining stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
BHP Group BHP A$66.84 A$42.16 −37%
Vale S.A VALE $15.31 $8.95 −42%
Saudi Arabian Mining Company 1211 65.50 SAR 33.87 SAR −48%
CMOC Group 603993 ¥18.42 ¥16.15 −12%
Teck Resources Limited TECK $69.34 $32.02 −54%
Hindustan Zinc Limited HINDZINC ₹573.00 ₹508.34 −11%
China Tungsten And Hightech Materials Co 000657 ¥66.76 ¥9.55 −86%
China Northern Rare Earth (Group) High-Tech Co 600111 ¥41.02 ¥10.59 −74%
Western Mining Co 601168 ¥37.85 ¥25.99 −31%
Korea Zinc Company 010130 1,145,000 KRW 646,063 KRW −44%

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Frequently asked questions

Is Boliden AB (BOL) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of kr 461.48 versus a price of kr 547.60, about −16% upside (overvalued).
What is the fair value of BOL?
Our model-based fair value for Boliden AB is kr 461.48 (as of Aug 13, 2026), built from audited fundamentals. The current price: kr 547.60.
What is the quality score of BOL?
Boliden AB has a Quality Score of 50/100. 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 Boliden AB (BOL)?
Boliden AB reported trailing-twelve-month revenue of about 100B SEK (latest available figure, as of Aug 13, 2026).
What is the net profit margin of BOL?
The net profit margin of Boliden AB is about 11.0%, meaning it keeps roughly 11.0% of revenue as net income. Based on the latest reported figures.
Does Boliden AB pay a dividend?
Boliden AB currently shows a dividend yield of about 2.01% relative to its recent price (as of Aug 13, 2026).
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