EQT Stock Analysis: EQT (publ) | ST

Asset Management | ST, Sweden | Market Cap: 368.530m SEK | 12M Return: -1.5% | Charts, Fundamentals & Technical Analysis

Private Equity, Venture Capital, Real Assets, Fund Management
Total Rating 28
Safety 30
Buy Signal -0.03
Asset Management
Industry Rotation: +5.9
Market Cap: 38.1B
Avg Turnover: 382M
Risk 3d forecast
Volatility34.1%
VaR 5th Pctl5.66%
VaR vs Median0.75%
Reward TTM
Sharpe Ratio-0.01
Rel. Str. IBD26.6
Rel. Str. Peer Group44.2
Character TTM
Beta1.091
Beta Downside1.109
Hurst Exponent0.512
Drawdowns 3y
Max DD39.47%
CAGR/Max DD0.26
CAGR/Mean DD0.83
EPS (Earnings per Share) EPS (Earnings per Share) of EQT over the last years for every Quarter: "2021-06": 0, "2021-09": 0, "2021-12": 0, "2022-03": 0, "2022-06": 0, "2022-09": 0, "2022-12": 0, "2023-03": 0, "2023-06": 0, "2023-09": 0, "2023-12": 0, "2024-03": 0, "2024-06": 0, "2024-09": 0, "2024-12": 0, "2025-06": null, "2025-12": null, "2026-06": null,
Last SUE: -2.76
Qual. Beats: -1
Revenue Revenue of EQT over the last years for every Quarter: 2021-06: 709, 2021-09: 399, 2021-12: 887, 2022-03: 366.5, 2022-06: 733, 2022-09: 382, 2022-12: 764.3, 2023-03: null, 2023-06: 1115, 2023-09: null, 2023-12: 969.5, 2024-03: null, 2024-06: 1231, 2024-09: null, 2024-12: 1422, 2025-06: 1273, 2025-12: 1150.816515, 2026-06: 1575.357445,
Rev. CAGR: 9.87%
Rev. Trend: 77.5%
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 6.8 years of data

Jan +4.4% 0
Feb -11.6% 21
Mar +4.7% 18
Apr -8.3% 20
May +0.3% 2
Jun -3.3% 16
Jul +21.4% 51
Aug -3.2% 29
Sep -1.9% 45
Oct -3.1% 16
Nov +6.6% 36
Dec +0.2% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: EQT EQT (publ)

EQT AB (publ) is a global private equity and venture capital firm headquartered in Stockholm, Sweden, founded in 1994. The firm operates across two main segments: private capital and real assets, deploying capital through growth, buyout, and recapitalization transactions, with additional exposure to green funds and fintech investments.

The firm invests across a highly diversified range of sectors, including financial services, healthcare, IT and software, consumer goods, energy, industrials, TMT, and advanced manufacturing. Geographically, EQT maintains portfolio companies across Europe, Asia-Pacific, and North America, with notable country-level exposure spanning Sweden, Germany, the United Kingdom, the Nordics, and several Asian markets such as China, Japan, and Singapore.

EQTs investment tickets typically range from €2 million to €1.6 billion in companies with enterprise values between approximately €27.79 million and $250 million, taking either minority or majority stakes. As a large-cap Industrials-listed entity on the Stockholm Stock Exchange, EQT represents a publicly traded alternative asset manager, a business model that combines management fees, transaction fees, and performance-based carried interest from underlying portfolio investments to generate revenue.

Headlines to Watch Out For
  • Private capital and real assets AUM growth lifts fee revenue
  • Portfolio exits and realizations boost carried interest income
  • Rising rates pressure valuations; buybacks support per-share metrics
Piotroski VR-10 (Strict) 5.5
Net Income: 1.03b TTM > 0 and > 6% of Revenue
FCF/TA: 0.10 > 0.02 and ΔFCF/TA 10.86 > 1.0
NWC/Revenue: 204.9% < 20% (prev 197.0%; Δ 7.90% < -1%)
CFO/TA 0.10 > 3% & CFO 1.23b > Net Income 1.03b
Net Debt (-850.8m) to EBITDA (1.72b): -0.49 < 3
Current Ratio: 6.71 > 1.5 & < 3
Outstanding Shares: last quarter (1.17b) vs 12m ago -1.11% < -2%
Gross Margin: 65.40% > 18% (prev 67.79%; Δ -2.39% > 0.5%)
Asset Turnover: 23.92% > 50% (prev 24.35%; Δ -0.44% > 0%)
Interest Coverage Ratio: 16.49 > 6 (EBIT TTM 1.30b / Interest Expense TTM 78.8m)
Altman Z'' 6.69
A: 0.48 (Total Current Assets 6.56b - Total Current Liabilities 978.0m) / Total Assets 11.7b
B: 0.23 (Retained Earnings 2.73b / Total Assets 11.7b)
C: 0.11 (EBIT TTM 1.30b / Avg Total Assets 11.4b)
D: 1.95 (Book Value of Equity 7.75b / Total Liabilities 3.98b)
Altman-Z'' = 6.69 = AAA
Beneish M -1.34
DSRI: 3.0 (Receivables 2.88b/261.0m, Revenue 2.73b/2.69b)
GMI: 1.04 (GM 67.79% / 65.40%)
AQI: 1.01 (AQ_t 0.42 / AQ_t-1 0.42)
SGI: 1.01 (Revenue 2.73b / 2.69b)
TATA: -0.02 (NI 1.03b - CFO 1.23b) / TA 11.7b)
Beneish M = -1.34 (Cap -4..+1) = D
What is the price of EQT shares?

As of July 28, 2026, the stock is trading at SEK 321.00 with a total of 1,019,986 shares traded. Over the past week, the price has changed by +1.90%, over one month by +20.18%, over three months by +3.80% and over the past year by -1.49%.

Current recommended Stop Loss: 302.30 (which is 5.8% or 2 ATR below the current price).

Is EQT a buy, sell or hold?

EQT (publ) has no consensus analysts rating.

EQT (publ) (EQT) - Fundamental Data Overview as of 26 July 2026
Market Cap USD = 38.1b (369b SEK * 0.1034 SEK.USD)
Market Cap EUR = 33.4b (369b SEK * 0.0906 SEK.EUR)
P/E Trailing = 31.8826
P/E Forward = 28.49
P/S = 124.1094
P/B = 4.233
P/EG = 0.8387
Revenue TTM = 2.73b EUR
EBIT TTM = 1.30b EUR
EBITDA TTM = 1.72b EUR
Long Term Debt = 2.44b EUR (from longTermDebt, last fiscal year)
Short Term Debt = 34.1m EUR (from shortTermDebt, last quarter)
Debt = 2.84b EUR (from shortLongTermDebtTotal, last quarter) + Leases 201.0m
Net Debt = -850.8m EUR (calculated: Debt 2.84b - CCE 3.69b)
Enterprise Value = 32.5b EUR (33.4b + Debt 2.84b - CCE 3.69b)
Interest Coverage Ratio = 16.49 (Ebit TTM 1.30b / Interest Expense TTM 78.8m)
EV/FCF = 26.89x (Enterprise Value 32.5b / FCF TTM 1.21b)
FCF Yield = 3.72% (FCF TTM 1.21b / Enterprise Value 32.5b)
FCF Margin = 44.39% (FCF TTM 1.21b / Revenue TTM 2.73b)
Net Margin = 37.79% (Net Income TTM 1.03b / Revenue TTM 2.73b)
Gross Margin = 65.40% ((Revenue TTM 2.73b - Cost of Revenue TTM 943.1m) / Revenue TTM)
Gross Margin QoQ = 70.89% (prev 57.90%)
Tobins Q-Ratio = 2.77 (Enterprise Value 32.5b / Total Assets 11.7b)
Interest Expense / Debt = 2.78% (Interest Expense 78.8m / Debt 2.84b)
Taxrate = 12.88% (153.3m / 1.19b)
NOPAT = 1.13b (EBIT 1.30b * (1 - 12.88%))
Current Ratio = 6.71 (Total Current Assets 6.56b / Total Current Liabilities 978.0m)
Debt / Equity = 0.37 (Debt 2.84b / totalStockholderEquity, last quarter 7.75b)
Debt / EBITDA = -0.49 (Net Debt -850.8m / EBITDA 1.72b)
Debt / FCF = -0.70 (Net Debt -850.8m / FCF TTM 1.21b)
Total Stockholder Equity = 7.67b (last 4 quarters mean from totalStockholderEquity)
RoA = 9.04% (Net Income 1.03b / Total Assets 11.7b)
RoE = 13.44% (Net Income TTM 1.03b / Total Stockholder Equity 7.67b)
RoCE = 12.85% (EBIT 1.30b / Capital Employed (Equity 7.67b + L.T.Debt 2.44b))
RoIC = 9.76% (NOPAT 1.13b / Invested Capital 11.6b)
WACC = 9.24% (E(33.4b)/V(36.2b) * Re(9.82%) + D(2.84b)/V(36.2b) * Rd(2.78%) * (1-Tc(0.13)))
Discount Rate = 9.82% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 36.71 | Cagr: 2.46%
[DCF] Terminal Value 72.37% ; FCFF base≈1.21b ; Y1≈1.22b ; Y5≈1.29b
[DCF] Fair Price = 15.59 (EV 17.4b - Net Debt -850.8m = Equity 18.2b / Shares 1.17b; r=9.24% [WACC]; 5y FCF grow 0.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: -2.76 | # QB: -1
Revenue Correlation: 77.49 | Revenue CAGR: 9.87% | SUE: N/A | # QB: 0
EPS current Year (2026-12-31): EPS=1.24 | Chg30d=+1.42% | Revisions=-29% | GrowthEPS=+10.1% | GrowthRev=+7.9%
EPS next Year (2027-12-31): EPS=1.64 | Chg30d=-0.80% | Revisions=-62% | GrowthEPS=+32.4% | GrowthRev=+27.8%
[Analyst] Revisions Ratio: -58% (up=1, down=8)