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Skandinaviska Enskilda Banken AB (SEB-A) Fair Value & Analysis

Financial Services · SE · Market cap 392B SEK

SE Skandinaviska Enskilda Banken AB SEB-A · ST
Pricekr 222.00
Fair Valuekr 185.77
Upside-16.3%
Quality62/100
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Mixed Growth
Highly profitable · 41.5% net margin
High debt · generates free cash flow
4.22% dividend yield
Mixed vs. peers (6/15)
Wide moat 70/100
Evidence: High Range kr 139.33 – kr 232.22 Share as image

Fair value as of: Aug 13, 2026

From 4 valuation models · updated yesterday

Fair value updated Aug 13, 2026, revised from kr 209.77 to kr 185.77 (−11.4%) since Jul 13, 2026. Share price +8.9% over the past month.

A solid business, but screening 16% overvalued on our models.

What matters now

  • Solid but not exceptional quality (62/100) 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.
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Price vs Fair Value (5 years)

kr 227.10 kr 78.25 Fair Value kr 185.77 May 2021 Aug 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 78.25 – kr 227.10 · fair‑value band kr 139.33 – kr 232.22 · the kr 222.00 price screens above the kr 185.77 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

Skandinaviska Enskilda Banken AB (SEB-A) currently trades at kr 222.00, while our model-based Fair Value estimate is kr 185.77, implying the stock looks roughly 16.3% overvalued today. The Quality Score stands at 62/100 (solid quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Skandinaviska Enskilda Banken AB generated revenue of 74.1B SEK at a net margin of 41.5%. Revenue declined 6.8% year over year. It earns a return on equity of 13.6%. Net debt stands at 544B SEK. Fundamentals as of Aug 13, 2026

Our scenario range runs from kr 139.33 (bear case) to kr 232.22 (bull case); at kr 222.00, 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 near its 52-week high and 44% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 47% fair-value upside, at -16%, SEB-A screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.

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 116.96 kr 148.62 kr 370.01 76
P/E Multiple kr 157.33 kr 209.77 kr 262.22 63
P/B Multiple kr 125.60 kr 167.46 kr 209.33 55
All 4 models by family
Multiples
P/E Multiple kr 157.33 kr 209.77 kr 262.22 63
P/B Multiple kr 125.60 kr 167.46 kr 209.33 55
Asset-Based
NCAV (Graham) kr 59.81 kr 80.14 kr 119.62 50
Economic Profit
Residual Income kr 116.96 kr 148.62 kr 370.01 76

Widest divergence: Multiples (kr 167.46) versus Asset-Based (kr 80.14). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 74.1B SEK
Revenue growth (YoY) -6.8%
Net margin 41.5%
Return on equity 13.6%
Free cash flow 31.9B SEK FY2025
P/E ratio 14.3
More key figures
Operating margin 52.8%
EPS (TTM) kr 15.37
Dividend yield 4.7%
EPS growth (YoY) -1.3%
Net debt 544B SEK FY2025

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

Quality Score breakdown

Overall quality 62/100

Of which business quality 59 · Market factors (momentum, volatility) 81

Profitability 33
Margins and returns on capital today
Quality Growth 51
Are margins and returns improving?
Cashflow 75
Earnings quality: real cash, not paper profit
Fin. Strength 27
Balance sheet, leverage, solvency risk
Investment 91
Disciplined investing over empire-building
Low Volatility 96
Calm price path (market factor)
Momentum 69
Price trend over the last 3–12 months (market factor)
52W Momentum 85
Distance to the 52-week high (market factor)
Net Issuance 100
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.

About the company

Skandinaviska Enskilda Banken AB (publ) provides corporate, retail, investment, and private banking services. It operates through Corporate & Investment Banking, Business & Retail Banking, Wealth & Asset Management, and Baltic segments.

Full company description

Skandinaviska Enskilda Banken AB (publ) provides corporate, retail, investment, and private banking services. It operates through Corporate & Investment Banking, Business & Retail Banking, Wealth & Asset Management, and Baltic segments. The company offers core banking products comprising loans, leasing, cards, and payment-related products; life insurance and pension solutions; capital market products consisting of trading and issues on financial markets; fund management; treasury services; structured financing solutions for commercial real estate, infrastructure projects, and shipping; investment banking services, including advisory, execution, and financing solutions for mergers and acquisitions, equities, leveraged finance, and debt capital markets; execution, advisory, and research for fixed income, currencies, and commodities; trade finance and asset solutions; and post-trade services, including sub-custody and global custody services. It also provides cash management products, including liquidity and integration services; venture capital; investor services; markets and trading services, such as equities, fixed income, commodities, foreign exchange, trading, sustainable financial products, prime brokerage, and derivatives clearing; trade and supply chain financing, including trade and export finance, and receivables and supply chain finance; private wealth management services; as well as invests in funds, equities, fixed income, commodities, and private equity. The company serves large corporates, financial institutions, private individuals, and small and medium-sized companies. It operates in Sweden, Denmark, Finland, Norway, Estonia, Latvia, Lithuania, Germany, the United Kingdom, Austria, the Netherlands, Switzerland, China, Hong Kong, Ireland, Luxembourg, Poland, Singapore, the United States, Ukraine, Russia, and internationally. Skandinaviska Enskilda Banken AB (publ) was founded in 1856 and is headquartered in Stockholm, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Skandinaviska Enskilda Banken AB reported revenue of kr 152B in FY2025 versus kr 60.9B in FY2021, a compound +25.8%/yr. Reported net income was kr 31.1B in FY2025, compounding +5.1%/yr from FY2021.

Growth Quality 94/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
152B SEK
Latest YoY
−17.9%
Avg. 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.
+20.5%
Avg. 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.
+19.7%
Avg. 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.
+7.8%
Revenue +25.8%/yr
FY21 kr 60.9B
FY22 kr 87.2B
FY23 kr 168B
FY24 kr 186B
FY25 kr 152B
Net income +5.1%/yr
FY21 kr 25.4B
FY22 kr 26.9B
FY23 kr 38.1B
FY24 kr 35.9B
FY25 kr 31.1B
Character of growth · EPS growth decomposed (2014-2025) +10.3 % p.a.
Revenue per share +11.2 pp

of which total revenue +10.4 pp · buybacks/dilution +0.8 pp

EBIT margin −0.9 pp
Tax rate +0.1 pp
Residual (interest, one-offs) −0.1 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

SEB-A screens 16% overvalued. Compare with PT Bank Central Asia Tbk →

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Cite: Fair Value Calculator (2026). "Skandinaviska Enskilda Banken AB Fair Value". https://www.fairvalue-calculator.com/stock/SEB-A

Peer Group

Banks - Regional · 1086 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 65 · Top 25%
Fair Value upside −16% · Below median
Return on equity (TTM) 14% · Top 25%
Return on assets 1% · Below median
Net margin (TTM) 41% · Top 25%
Operating margin (TTM) 53% · Top 25%
Revenue growth -7% · Bottom 25%
Dividend yield (TTM) 4.2% · Top 25%
Debt / equity 2.05× · Higher than 75% of peers

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 14.3× · Pricier than median
P/B 1.70× · Pricier than 75% of peers
P/S (TTM) 5.29× · Pricier than 75% of peers
P/FCF 1.3× · Cheaper than median
EV/EBITDA 13.6× · Pricier than median
PEG 2.09× · Pricier than median

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.

VALUE 12 · sector 33
FUTURE 0 · sector 44
PAST 55 · sector 41
HEALTH 0 · sector 85
DIVIDEND 84 · sector 49

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

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
PT Bank Central Asia Tbk BBCA 6,350 IDR 4,637 IDR -27%
KB Financial Group 105560 168,100 KRW 220,258 KRW +31%
PT Bank Rakyat Indonesia (Persero) Tbk BBRI 3,110 IDR 3,792 IDR +22%
PT Bank Mandiri (Persero) Tbk BMRI 4,130 IDR 6,067 IDR +47%
Banco Bradesco S.A BBD 5,120 ARS 8,400 ARS +64%
Shinhan Financial Group 055550 103,800 KRW 146,032 KRW +41%
Hana Financial Group 086790 127,900 KRW 210,506 KRW +65%
Lloyds Banking Group LYG 4,138 ARS 8,275 ARS +100%
Joint Stock Commercial Bank for Foreign Trade of Vietnam, VCB 59,500 VND 45,959 VND -23%
Woori Financial Group 316140 33,000 KRW 60,758 KRW +84%

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Frequently asked questions

Is Skandinaviska Enskilda Banken AB (SEB-A) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of kr 185.77 versus a price of kr 222.00, about −16% (overvalued).
What is the fair value of SEB-A?
Our model-based fair value for Skandinaviska Enskilda Banken AB is kr 185.77 (as of Aug 13, 2026), built from audited fundamentals. The current price is kr 222.00.
What is the quality score of SEB-A?
Skandinaviska Enskilda Banken AB has a Quality Score of 62/100. 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 Skandinaviska Enskilda Banken AB (SEB-A)?
Skandinaviska Enskilda Banken AB reported trailing-twelve-month revenue of about 74.1B SEK (latest available figure, as of Aug 13, 2026).
What is the net profit margin of SEB-A?
The net profit margin of Skandinaviska Enskilda Banken AB is about 41.5%, meaning it keeps roughly 41.5% of revenue as net income. Based on the latest reported figures.
Does Skandinaviska Enskilda Banken AB pay a dividend?
Skandinaviska Enskilda Banken AB currently shows a dividend yield of about 4.68% relative to its recent price (as of Aug 13, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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