EQT Stock Analysis: EQT (publ) | ST

Asset Management | ST, Sweden | Market Cap: 320.563m SEK | 12M Return: -6.8% | Charts, Fundamentals & Technical Analysis

Private Equity, Venture Capital, Real Assets, Fund Management
Total Rating 31
Safety 82
Buy Signal -0.35
Asset Management
Industry Rotation: -1.7
Market Cap: 33.2B
Avg Turnover: 405M
Risk 3d forecast
Volatility34.1%
VaR 5th Pctl5.77%
VaR vs Median2.64%
Reward TTM
Sharpe Ratio-0.34
Rel. Str. IBD14.2
Rel. Str. Peer Group27.1
Character TTM
Beta1.100
Beta Downside1.149
Hurst Exponent0.436
Drawdowns 3y
Max DD39.47%
CAGR/Max DD0.34
CAGR/Mean DD1.15
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,
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,
Rev. CAGR: 13.59%
Rev. Trend: 84.0%
Last SUE: 0.00
Qual. Beats: 0

Warnings

Below Sma 200d

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) 3.5
Net Income: 728.0m TTM > 0 and > 6% of Revenue
FCF/TA: 0.10 > 0.02 and ΔFCF/TA -1.43 > 1.0
NWC/Revenue: 235.5% < 20% (prev 191.7%; Δ 43.79% < -1%)
CFO/TA 0.04 > 3% & CFO 450.1m > Net Income 728.0m
Net Debt (1.87b) to EBITDA (1.48b): 1.26 < 3
Current Ratio: 6.84 > 1.5 & < 3
Outstanding Shares: last quarter (1.18b) vs 12m ago -0.48% < -2%
Gross Margin: 61.69% > 18% (prev 68.19%; Δ -6.49% > 0.5%)
Asset Turnover: 21.22% > 50% (prev 23.11%; Δ -1.89% > 0%)
Interest Coverage Ratio: 11.63 > 6 (EBIT TTM 1.05b / Interest Expense TTM 90.1m)
Altman Z'' 6.71
A: 0.50 (Total Current Assets 6.68b - Total Current Liabilities 978.0m) / Total Assets 11.4b
B: 0.23 (Retained Earnings 2.63b / Total Assets 11.4b)
C: 0.09 (EBIT TTM 1.05b / Avg Total Assets 11.4b)
D: 1.95 (Book Value of Equity 7.51b / Total Liabilities 3.85b)
Altman-Z'' = 6.71 = AAA
Beneish M -3.07
DSRI: 1.01 (Receivables 437.0m/472.0m, Revenue 2.42b/2.65b)
GMI: 1.11 (GM 68.19% / 61.69%)
AQI: 0.85 (AQ_t 0.39 / AQ_t-1 0.46)
SGI: 0.91 (Revenue 2.42b / 2.65b)
TATA: 0.02 (NI 728.0m - CFO 450.1m) / TA 11.4b)
Beneish M = -3.07 (Cap -4..+1) = AA
What is the price of EQT shares?

As of July 07, 2026, the stock is trading at SEK 282.70 with a total of 966,346 shares traded. Over the past week, the price has changed by -1.88%, over one month by -2.40%, over three months by -14.15% and over the past year by -6.84%.

Current recommended Stop Loss: 271.60 (which is 3.9% or 1.3 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 02 July 2026
Market Cap USD = 33.2b (321b SEK * 0.1037 SEK.USD)
Market Cap EUR = 29.0b (321b SEK * 0.0906 SEK.EUR)
P/E Trailing = 40.0
P/E Forward = 28.49
P/S = 121.776
P/B = 3.7463
P/EG = 0.8387
Revenue TTM = 2.42b EUR
EBIT TTM = 1.05b EUR
EBITDA TTM = 1.48b EUR
Long Term Debt = 2.44b EUR (from longTermDebt, last quarter)
Short Term Debt = 37.0m EUR (from shortTermDebt, last quarter)
Debt = 2.85b EUR (from shortLongTermDebtTotal, last quarter) + Leases 201.0m
Net Debt = 1.87b EUR (calculated: Debt 2.85b - CCE 979.0m)
Enterprise Value = 30.9b EUR (29.0b + Debt 2.85b - CCE 979.0m)
Interest Coverage Ratio = 11.63 (Ebit TTM 1.05b / Interest Expense TTM 90.1m)
EV/FCF = 27.32x (Enterprise Value 30.9b / FCF TTM 1.13b)
FCF Yield = 3.66% (FCF TTM 1.13b / Enterprise Value 30.9b)
FCF Margin = 46.67% (FCF TTM 1.13b / Revenue TTM 2.42b)
Net Margin = 30.04% (Net Income TTM 728.0m / Revenue TTM 2.42b)
Gross Margin = 61.69% ((Revenue TTM 2.42b - Cost of Revenue TTM 928.5m) / Revenue TTM)
Gross Margin QoQ = 57.90% (prev 65.12%)
Tobins Q-Ratio = 2.72 (Enterprise Value 30.9b / Total Assets 11.4b)
Interest Expense / Debt = 3.16% (Interest Expense 90.1m / Debt 2.85b)
Taxrate = 18.60% (168.0m / 903.3m)
NOPAT = 852.3m (EBIT 1.05b * (1 - 18.60%))
Current Ratio = 6.83 (Total Current Assets 6.68b / Total Current Liabilities 979.0m)
Debt / Equity = 0.38 (Debt 2.85b / totalStockholderEquity, last quarter 7.51b)
Debt / EBITDA = 1.26 (Net Debt 1.87b / EBITDA 1.48b)
Debt / FCF = 1.65 (Net Debt 1.87b / FCF TTM 1.13b)
Total Stockholder Equity = 7.60b (last 4 quarters mean from totalStockholderEquity)
RoA = 6.37% (Net Income 728.0m / Total Assets 11.4b)
RoE = 9.58% (Net Income TTM 728.0m / Total Stockholder Equity 7.60b)
RoCE = 10.42% (EBIT 1.05b / Capital Employed (Equity 7.60b + L.T.Debt 2.44b))
RoIC = 8.27% (NOPAT 852.3m / Invested Capital 10.3b)
WACC = 9.20% (E(29.0b)/V(31.9b) * Re(9.85%) + D(2.85b)/V(31.9b) * Rd(3.16%) * (1-Tc(0.19)))
Discount Rate = 9.85% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -16.30 | Cagr: 4.35%
[DCF] Terminal Value 70.27% ; FCFF base≈1.20b ; Y1≈1.07b ; Y5≈890.7m
[DCF] Fair Price = 9.08 (EV 12.5b - Net Debt 1.87b = Equity 10.6b / Shares 1.17b; r=9.20% [WACC]; 5y FCF grow -13.45% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: -2.76 | # QB: -1
Revenue Correlation: 83.99 | Revenue CAGR: 13.59% | SUE: 0.00 | # QB: 0
EPS current Quarter (2025-03-31): EPS=0.00 | Chg30d=N/A | Revisions=N/A | Analysts=0
EPS next Quarter (2025-06-30): EPS=0.00 | Chg30d=N/A | Revisions=N/A | Analysts=0
EPS current Year (2025-12-31): EPS=1.14 | Chg30d=+0.07% | Revisions=-22% | GrowthEPS=+20.7% | GrowthRev=+11.7%
EPS next Year (2026-12-31): EPS=1.22 | Chg30d=-0.93% | Revisions=-70% | GrowthEPS=+8.6% | GrowthRev=+4.9%
[Analyst] Revisions Ratio: -56% (up=2, down=11)