EQT EQT.ST
EQT AB is a global asset management and investment firm headquartered in Sweden, specializing in private equity, infrastructure, real estate, and credit, managing funds for institutional investors. EQT AB shows exceptional quality with operating margins of 47.83% and earnings growth of 93.20%, but its valuation is demanding (P/E 28.73) and the rising rate environment adds pressure. The rejection of the offer by Perpetual removes a potential catalyst, although the buyback program offers some support.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
EQT AB is a global asset management and investment firm headquartered in Sweden, specializing in private equity, infrastructure, real estate, and credit, managing funds for institutional investors. EQT AB shows exceptional quality with operating margins of 47.83% and earnings growth of 93.20%, but its valuation is demanding (P/E 28.73) and the rising rate environment adds pressure. The rejection of the offer by Perpetual removes a potential catalyst, although the buyback program offers some support.
Score by category
| Category | Score |
|---|---|
| Financial health | 7.2 |
| Quality / Moat | 9.5 |
| Valuation | 1.4 |
| Growth | 9.4 |
| Dividend | 6.0 |
| Momentum | 4.9 |
| Risk & Context | 4.2 |
OVERALL SCORE: 5.9/10
Context and risks
The rise in 10-year Treasury yields (5.17%) and increased geopolitical risk premium may negatively affect the valuation of EQT's private equity assets and its ability to raise capital, given its long-duration profile. However, the effect is moderate and not company-specific.
News considered in the analysis
- Perpetual Rejects EQT AB’s Improved Offer, Ends Takeover Talks — El rechazo de la oferta mejorada por Perpetual y el fin de las conversaciones elimina una posible adquisición transformadora que podría haber impulsado el crecimiento y la valoración de EQT.
- Does EQT (OM:EQT) Still Trade Below Fair Value After Coller Capital? — Artículo de análisis de valoración sin información nueva material; no afecta a los fundamentales.
- Amazon Just Locked In More Power for Its AI Buildout — Noticia sobre Amazon, no sobre EQT; sin impacto directo en los fundamentales de EQT.
- Amazon signs Swedish wind power agreements as data centre capacity expands — Noticia sobre Amazon y energía eólica en Suecia; sin impacto directo en EQT.
- Is EQT (OM:EQT) Still Undervalued As Its Share Buyback Gets Under Way? — El inicio de un programa de recompra de acciones es una señal positiva de confianza de la dirección y puede apoyar el precio de la acción.
Verdict: Hold; quality and growth are outstanding, but valuation and the rate environment limit upside potential in the near term.
Main risk: The main risk is the demanding valuation (P/E 28.73) in a rising interest rate environment, which could compress multiples and affect capital raising for its funds.
Other Financial Services companies
Neighbours in the sector ranking, to compare without going back to the index.
See all 1,000+ companies in the index →