CAST Stock Analysis: Castellum | ST

Real Estate - Development | ST, Sweden | Market Cap: 59.879m SEK | 12M Return: 21.8% | SE0000379190 | Charts, Fundamentals & Technical Analysis

Office Properties, Logistics Properties, Real Estate, Commercial Properties
Total Rating 48
Safety 56
Buy Signal 0.32
Real Estate - Development
Industry Rotation: -15.4
Market Cap: 6.29B
Avg Turnover: 142M
Risk 3d forecast
Volatility22.4%
VaR 5th Pctl3.72%
VaR vs Median0.72%
Reward TTM
Sharpe Ratio0.76
Rel. Str. IBD70.2
Rel. Str. Peer Group86.1
Character TTM
Beta0.332
Beta Downside0.120
Hurst Exponent0.566
Drawdowns 3y
Max DD34.56%
CAGR/Max DD0.18
CAGR/Mean DD0.38
EPS (Earnings per Share) EPS (Earnings per Share) of CAST over the last years for every Quarter: "2021-06": 1.26, "2021-09": 1.82, "2021-12": 2.82, "2022-03": 3.26, "2022-06": 3.7, "2022-09": 2.79, "2022-12": 3.28, "2023-03": 2.49, "2023-06": 2.09, "2023-09": 1.72, "2023-12": 2.6, "2024-03": 2.04, "2024-06": 2.42, "2024-09": 2.53, "2024-12": 2.34, "2025-03": 2, "2025-06": 2.27, "2025-09": 2.28, "2025-12": 2.32, "2026-03": 1.99, "2026-06": 2.36,
EPS CAGR: -0.75%
EPS Trend: -18.0%
Last SUE: 0.13
Qual. Beats: 0
Revenue Revenue of CAST over the last years for every Quarter: 2021-06: 1434, 2021-09: 1501, 2021-12: 1916, 2022-03: 2193, 2022-06: 4505, 2022-09: 2332, 2022-12: 2263, 2023-03: 2472, 2023-06: 2623, 2023-09: 2527, 2023-12: 2477, 2024-03: 2449, 2024-06: 2528, 2024-09: 2478, 2024-12: 2444, 2025-03: 2386, 2025-06: 2403, 2025-09: 2407, 2025-12: 2398, 2026-03: 2321, 2026-06: 2420,
Rev. CAGR: -2.07%
Rev. Trend: -91.8%
Last SUE: 0.72
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

Idiosyncratic Leader

Seasonality 11.6 years of data

Jan +1.4% 8
Feb -4.3% 21
Mar +3.5% 19
Apr +0.6% 17
May +1.4% 28
Jun +0.8% 20
Jul +6.0% 63
Aug -1.5% 15
Sep -1.4% 14
Oct -2.7% 12
Nov +0.2% 2
Dec +0.6% 24

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: CAST Castellum

Castellum AB (publ) is one of the largest commercial property companies in the Nordic region, specializing in office and logistics properties located in Nordic growth cities. As of 31 December 2025, its property portfolio, which includes holdings in the Norwegian company Entra ASA and Halvorsäng, was valued at approximately SEK 137 billion. The company is listed on Nasdaq Stockholm Large Cap under the ticker CAST and is incorporated in Sweden.

The company operates as a real estate operating company under the GICS classification, generating revenue primarily through leasing office and logistics space to tenants across the Nordics. Castellum holds the Green Equity Designation and is the only Nordic property company included in the Dow Jones Sustainability Indices (DJSI), reflecting a strong emphasis on ESG criteria that has become a key differentiator among European real estate investment trusts and operators.

Headlines to Watch Out For
  • Riksbank rate cuts ease Nordic property refinancing pressure
  • Hybrid work pressures Swedish office occupancy and rental income
  • Logistics portfolio expansion drives Nordic rental growth
Piotroski VR-10 (Strict) 3.0
Net Income: 2.68b TTM > 0 and > 6% of Revenue
FCF/TA: 0.02 > 0.02 and ΔFCF/TA -0.55 > 1.0
NWC/Revenue: -133.4% < 20% (prev -133.3%; Δ -0.08% < -1%)
CFO/TA 0.03 > 3% & CFO 4.19b > Net Income 2.68b
Net Debt (57.7b) to EBITDA (6.34b): 9.10 < 3
Current Ratio: 0.55 > 1.5 & < 3
Outstanding Shares: last quarter (462.7m) vs 12m ago -6.01% < -2%
Gross Margin: 68.15% > 18% (prev 68.12%; Δ 0.04% > 0.5%)
Asset Turnover: 6.15% > 50% (prev 6.18%; Δ -0.03% > 0%)
Interest Coverage Ratio: 2.93 > 6 (EBIT TTM 6.32b / Interest Expense TTM 2.16b)
Altman Z'' 1.32
A: -0.08 (Total Current Assets 15.5b - Total Current Liabilities 28.2b) / Total Assets 153b
B: 0.17 (Retained Earnings 26.4b / Total Assets 153b)
C: 0.04 (EBIT TTM 6.32b / Avg Total Assets 155b)
D: 0.98 (Book Value of Equity 75.9b / Total Liabilities 77.5b)
Altman-Z'' = 1.32 = BB
What is the price of CAST shares?

As of August 07, 2026, the stock is trading at SEK 135.80 with a total of 1,005,699 shares traded. Over the past week, the price has changed by +2.02%, over one month by +2.22%, over three months by +13.99% and over the past year by +21.77%.

Current recommended Stop Loss: 132.90 (which is 2.1% or 1.3 ATR below the current price).

Is CAST a buy, sell or hold?

Castellum has no consensus analysts rating.

Castellum (CAST) - Fundamental Data Overview as of 03 August 2026
Market Cap USD = 6.29b (59.9b SEK * 0.1051 SEK.USD)
P/E Trailing = 23.9445
P/E Forward = 9.8135
P/S = 6.012
P/B = 0.7885
P/EG = 0.9173
Revenue TTM = 9.55b SEK
EBIT TTM = 6.32b SEK
EBITDA TTM = 6.34b SEK
Long Term Debt = 30.9b SEK (from longTermDebt, last quarter)
Short Term Debt = 24.9b SEK (from shortTermDebt, last quarter)
Debt = 57.8b SEK (from shortLongTermDebtTotal, last quarter) + Leases 1.02b
Net Debt = 57.7b SEK (calculated: Debt 57.8b - CCE 93.0m)
Enterprise Value = 118b SEK (59.9b + Debt 57.8b - CCE 93.0m)
Interest Coverage Ratio = 2.93 (Ebit TTM 6.32b / Interest Expense TTM 2.16b)
EV/FCF = 37.76x (Enterprise Value 118b / FCF TTM 3.12b)
FCF Yield = 2.65% (FCF TTM 3.12b / Enterprise Value 118b)
FCF Margin = 32.63% (FCF TTM 3.12b / Revenue TTM 9.55b)
Net Margin = 28.04% (Net Income TTM 2.68b / Revenue TTM 9.55b)
Gross Margin = 68.15% ((Revenue TTM 9.55b - Cost of Revenue TTM 3.04b) / Revenue TTM)
Gross Margin QoQ = 69.71% (prev 64.71%)
Tobins Q-Ratio = 0.77 (Enterprise Value 118b / Total Assets 153b)
Interest Expense / Debt = 3.74% (Interest Expense 2.16b / Debt 57.8b)
Taxrate = 12.63% (387.0m / 3.06b)
NOPAT = 5.52b (EBIT 6.32b * (1 - 12.63%))
Current Ratio = 0.55 (Total Current Assets 15.5b / Total Current Liabilities 28.2b)
Debt / Equity = 0.76 (Debt 57.8b / totalStockholderEquity, last quarter 75.9b)
Debt / EBITDA = 9.10 (Net Debt 57.7b / EBITDA 6.34b)
Debt / FCF = 18.54 (Net Debt 57.7b / FCF TTM 3.12b)
Total Stockholder Equity = 72.7b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.72% (Net Income 2.68b / Total Assets 153b)
RoE = 3.68% (Net Income TTM 2.68b / Total Stockholder Equity 72.7b)
RoCE = 6.10% (EBIT 6.32b / Capital Employed (Equity 72.7b + L.T.Debt 30.9b))
RoIC = 3.68% (NOPAT 5.52b / Invested Capital 150b)
WACC = 5.25% (E(59.9b)/V(118b) * Re(7.17%) + D(57.8b)/V(118b) * Rd(3.74%) * (1-Tc(0.13)))
Discount Rate = 7.17% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -59.14 | Cagr: -2.75%
[DCF] Terminal Value 73.10% ; FCFF base≈3.49b ; Y1≈3.06b ; Y5≈2.47b
 [DCF] Fair Price = N/A (negative equity: EV 39.7b - Net Debt 57.7b = -18.0b; debt exceeds intrinsic value)
 EPS Correlation: -17.98 | EPS CAGR: -0.75% | SUE: 0.13 | # QB: 0
Revenue Correlation: -91.83 | Revenue CAGR: -2.07% | SUE: 0.72 | # QB: 0
EPS current Quarter (2026-09-30): EPS=2.06 | Chg30d=-18.44% | Revisions=+0% | Analysts=2
EPS current Year (2026-12-31): EPS=8.97 | Chg30d=+3.98% | Revisions=+50% | GrowthEPS=+0.2% | GrowthRev=-5.5%
EPS next Year (2027-12-31): EPS=9.10 | Chg30d=+2.49% | Revisions=-40% | GrowthEPS=+1.5% | GrowthRev=-9.0%
[Analyst] Revisions Ratio: +12% (up=3, down=2)