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Swedbank AB (SWED-A) Fair Value & Analysis

Financial Services · SE · Market cap 409B SEK (≈ $42.9B) · ISIN SE0000242455

What is Swedbank AB really worth?

SA Swedbank AB SWED-A · ST
Pricekr 385.90
Fair Valuekr 316.04
Upside−18.1%
Quality45/100

Below-average quality, and trading another 22% above our fair value of kr 316.04.

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Strengths

Highly profitable · 46.8% net margin
Wide moat 67/100

Risks

!Expensive Growth (revenue 5y +21.5 %/yr)
!High debt · negative free cash flow
!Trails peers (5/14)
!Weak on valuation: 9 out of 100

For context

·5.30% dividend yield
Evidence: High Range kr 237.03 – kr 395.05

Fair value as of: Sep 5, 2026

From 4 valuation models · updated today

Share price +0.3% over the past month.

What runs behind every stock

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

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.

Price vs Fair Value (5 years)

kr 388.40 kr 91.17 Fair Value kr 316.04 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 91.17 – kr 388.40 · fair‑value band kr 237.03 – kr 395.05 · the kr 385.90 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 Sep 5, 2026.

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Analysis

Swedbank AB (SWED-A) currently trades at kr 385.90, while our model-based Fair Value estimate is kr 316.04, implying the stock looks roughly 22.1% overvalued today. The Quality Score stands at 45/100 (below-average quality), in the Financial Services sector. Bull case: the Multiples group reads highest at a median of kr 281.32 per share, and 0 of the 4 models we run sit above the kr 385.90 price. Bear case: the Asset-Based group reads lowest at kr 134.63, and 4 of the 4 models stay below the price. Evidence for this calculation is high.

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 Sep 5, 2026

Our scenario range runs from kr 237.03 (bear case) to kr 395.05 (bull case); at kr 385.90, 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 75% 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 −18%, SWED-A 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 5.29 per share, which is 1.7 % 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 best evidence kr 202.52 kr 265.25 kr 724.83 67
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 54
Economic Profit
Residual Income best evidence kr 202.52 kr 265.25 kr 724.83 67

Widest divergence: Multiples (kr 281.32) versus Asset-Based (kr 134.63). Highest evidence: Residual Income (67).

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Key figures & financial health

P/E ratio 13.7
P/S ratio 3.86 P/E × margin
EPS (TTM) kr 28.23 price ÷ EPS = P/E 13.7
Dividend yield 5.3% payout 72.4%
Net margin 28.3% FY2025
Return on equity 16.0% TTM
More key figures
Profitability
Return on assets (EBIT) 1.2% avg 5y
Operating margin 55.3% TTM
Growth
Revenue (TTM) 68.2B SEK TTM
Revenue growth (YoY) −3.2% 3y avg +21.6%
EPS growth (YoY) −10.5%
Balance sheet & cash flow
Free cash flow −46.7B SEK FY2025
Net debt 646B SEK FY2025

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

Quality Score breakdown

Overall quality 45/100

Of which business quality 42 · Market factors (momentum, volatility) 89

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 79
Price trend over the last 3–12 months (market factor)
52W Momentum 99
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.

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

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 116B SEK in FY2025 versus 49.7B SEK in FY2021, a compound +23.6%/yr. Reported net income was 32.8B SEK 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. 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.
+42.6%
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.
+21.5%
Avg. revenue 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%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+15.8% (10.5 + 5.3)
Revenue +23.6%/yr
FY21 49.7B SEK
FY22 64.5B SEK
FY23 131B SEK
FY24 144B SEK
FY25 116B SEK
Net income +11.9%/yr
FY21 20.9B SEK
FY22 21.4B SEK
FY23 34.1B SEK
FY24 34.9B SEK
FY25 32.8B SEK
Character of growth · EPS growth decomposed (2014-2025) +7.6 % p.a.
Revenue per share +9.6 %

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

EBIT margin −1.8 %
Tax rate −0.1 %
Residual (interest, one-offs) +0.1 %

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).

SWED-A screens 22% overvalued. Compare with DBS Group →

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

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 48 · Below median
Fair Value upside −18% · 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) 5.3% · Top 25%
Debt / equity 2.91× · Higher than 75% of peers

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 13.7× · 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

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
VALUE9 · sector 33
FUTURE0 · sector 45
PAST64 · sector 41
HEALTH0 · sector 85
DIVIDEND100 · sector 51

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

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 Swedbank AB (SWED-A) overvalued or undervalued?
As of Sep 5, 2026, our model estimates a fair value of kr 316.04 versus a price of kr 385.90, about −18% upside (overvalued).
What is the fair value of SWED-A?
Our model-based fair value for Swedbank AB is kr 316.04 (as of Sep 5, 2026), built from audited fundamentals. The current price: kr 385.90.
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 Sep 5, 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 5.30% relative to its recent price (as of Sep 5, 2026).
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