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Swedbank AB (SWED-A) Fair Value & Analysis

Financial Services · SE · Market cap 409B SEK

SA Swedbank AB SWED-A · ST
Pricekr 380.20
Fair Valuekr 316.04
Upside-16.9%
Quality45/100
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Expensive Growth
Highly profitable · 46.8% net margin
High debt · negative free cash flow
5.55% dividend yield
Trails peers (5/14)
Wide moat 67/100
Evidence: Medium Range kr 237.03 – kr 395.05 Share as image

Fair value as of: Aug 13, 2026

From 4 valuation models · updated today

Fair value updated Aug 13, 2026, revised from kr 378.98 to kr 316.04 (−16.6%) since Jul 11, 2026. Share price +3.7% over the past month.

Below-average quality, and screening another 17% overvalued on our models.

What matters now

  • Solid but not exceptional quality (45/100) 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 388.40 kr 91.17 Fair Value kr 316.04 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 91.17 – kr 388.40 · fair‑value band kr 237.03 – kr 395.05 · the kr 380.20 price screens above the kr 316.04 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

Swedbank AB (SWED-A) currently trades at kr 380.20, while our model-based Fair Value estimate is kr 316.04, implying the stock looks roughly 16.9% overvalued today. The Quality Score stands at 45/100 (below-average 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: medium).

Over the trailing twelve months, Swedbank AB generated revenue of 68.2B SEK at a net margin of 46.8%. Revenue declined 3.2% year over year. It earns a return on equity of 16.0%. Net debt stands at 646B SEK. Fundamentals as of Aug 13, 2026

Our scenario range runs from kr 237.03 (bear case) to kr 395.05 (bull case); at kr 380.20, 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 72% 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 -17%, SWED-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 202.52 kr 265.25 kr 724.83 76
P/E Multiple kr 284.24 kr 378.98 kr 473.73 63
P/B Multiple kr 210.99 kr 281.32 kr 351.65 55
All 4 models by family
Multiples
P/E Multiple kr 284.24 kr 378.98 kr 473.73 63
P/B Multiple kr 210.99 kr 281.32 kr 351.65 55
Asset-Based
NCAV (Graham) kr 100.47 kr 134.63 kr 200.94 50
Economic Profit
Residual Income kr 202.52 kr 265.25 kr 724.83 76

Widest divergence: Multiples (kr 281.32) versus Asset-Based (kr 134.63). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 68.2B SEK
Revenue growth (YoY) -3.2%
Net margin 46.8%
Return on equity 16.0%
Free cash flow −46.7B SEK FY2025
P/E ratio 13.5
More key figures
Operating margin 55.3%
EPS (TTM) kr 28.23
Dividend yield 6.1%
EPS growth (YoY) -10.5%
Net debt 646B SEK FY2025

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

Quality Score breakdown

Overall quality 45/100

Of which business quality 42 · Market factors (momentum, volatility) 87

Profitability 37
Margins and returns on capital today
Quality Growth 58
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 29
Balance sheet, leverage, solvency risk
Investment 82
Disciplined investing over empire-building
Low Volatility 96
Calm price path (market factor)
Momentum 75
Price trend over the last 3–12 months (market factor)
52W Momentum 98
Distance to the 52-week high (market factor)
Net Issuance 81
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

Swedbank AB (publ) provides banking products and services to private and corporate customers in Sweden, Estonia, Latvia, Lithuania, Norway, the United States, Finland, Denmark, Luxembourg, and China. It operates through Swedish Banking; Baltic Banking; Corporates and Institutions; and Premium and Private Banking segments.

Full company description

Swedbank AB (publ) provides banking products and services to private and corporate customers in Sweden, Estonia, Latvia, Lithuania, Norway, the United States, Finland, Denmark, Luxembourg, and China. It operates through Swedish Banking; Baltic Banking; Corporates and Institutions; and Premium and Private Banking segments. The company offers saving and investment solutions, such as savings accounts, mutual funds and insurance savings, pension savings, institutional asset management, and other savings and investment products; financing solutions, including private residential lending, consumer financing, corporate lending, leasing, and other financing products, as well as trade finance and factoring services; and payment and card services, which include current accounts, cash management, cash handling, debit and credit cards, and card acquiring, as well as domestic, international, mobile, document, and other payment products. It also provides trading and capital market products, such as equity trading, structured products, corporate finance, custody services, fixed income and currency trading, and other capital market products; other services, including administrative services, treasury operations, real estate brokerage and management services, legal services, and safe deposit boxes; and private banking services. In addition, the company offers pension insurance and plans, endowment insurance, and personal insurance products; mortgage lending; mortgage lending; advisory services and investment banking; and transaction banking services comprising cash management, securities, account, and clearing and settlement services, as well as Internet and mobile banking services. The company was formerly known as ForeningsSparbanken AB and changed its name to Swedbank AB (publ) in September 2006. Swedbank AB (publ) was founded in 1820 and is headquartered in Sundbyberg, Sweden.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Swedbank AB reported revenue of kr 116B in FY2025 versus kr 49.7B in FY2021, a compound +23.6%/yr. Reported net income was kr 32.8B in FY2025, compounding +11.9%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
116B SEK
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.
+42.6%
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.
+21.5%
Avg. growth/yr (19Y) 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.
+6.2%
Revenue +23.6%/yr
FY21 kr 49.7B
FY22 kr 64.5B
FY23 kr 131B
FY24 kr 144B
FY25 kr 116B
Net income +11.9%/yr
FY21 kr 20.9B
FY22 kr 21.4B
FY23 kr 34.1B
FY24 kr 34.9B
FY25 kr 32.8B
Character of growth · EPS growth decomposed (2014-2025) +7.6 % p.a.
Revenue per share +9.6 pp

of which total revenue +9.8 pp · buybacks/dilution −0.2 pp

EBIT margin −1.8 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).

SWED-A screens 17% overvalued. Compare with PT Bank Central Asia Tbk →

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Cite: Fair Value Calculator (2026). "Swedbank AB Fair Value". https://www.fairvalue-calculator.com/stock/SWED-A

Earlier news

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

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 48 · Below median
Fair Value upside −17% · Below median
Return on equity (TTM) 16% · Top 25%
Return on assets 1% · Above median
Net margin (TTM) 47% · Top 25%
Operating margin (TTM) 55% · Top 25%
Revenue growth -3% · Bottom 25%
Dividend yield (TTM) 5.6% · Top 25%
Debt / equity 2.91× · Higher than 75% of peers

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 13.5× · Pricier than median
P/B 1.81× · Pricier than 75% of peers
P/S (TTM) 6.00× · Pricier than 75% of peers
EV/EBITDA 18.5× · Pricier than 75% of peers
PEG 7.20× · Pricier than 75% of peers

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 11 · sector 33
FUTURE 0 · sector 44
PAST 64 · sector 41
HEALTH 0 · sector 85
DIVIDEND 100 · sector 49

Insider activity: 35/100

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

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 Swedbank AB (SWED-A) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of kr 316.04 versus a price of kr 380.20, about −17% (overvalued).
What is the fair value of SWED-A?
Our model-based fair value for Swedbank AB is kr 316.04 (as of Aug 13, 2026), built from audited fundamentals. The current price is kr 380.20.
What is the quality score of SWED-A?
Swedbank AB has a Quality Score of 45/100. 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 Swedbank AB (SWED-A)?
Swedbank AB reported trailing-twelve-month revenue of about 68.2B SEK (latest available figure, as of Aug 13, 2026).
What is the net profit margin of SWED-A?
The net profit margin of Swedbank AB is about 46.8%, meaning it keeps roughly 46.8% of revenue as net income. Based on the latest reported figures.
Does Swedbank AB pay a dividend?
Swedbank AB currently shows a dividend yield of about 6.11% 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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