HOFI Stock Analysis: Hoist Finance | ST

Credit Services | ST, Sweden | Market Cap: 18.691m SEK | 12M Return: 108% | SE0006887063 | Charts, Fundamentals & Technical Analysis

Loan Acquisitions, Debt Restructuring, Deposit Accounts, Collateral Management
Total Rating 58
Safety 57
Buy Signal 1.01
Credit Services
Industry Rotation: -4.0
Market Cap: 1.97B
Avg Turnover: 26.7M
Risk 3d forecast
Volatility44.8%
VaR 5th Pctl6.24%
VaR vs Median-11.3%
Reward TTM
Sharpe Ratio1.79
Rel. Str. IBD94.8
Rel. Str. Peer Group99.2
Character TTM
Beta0.276
Beta Downside-0.706
Hurst Exponent0.457
Drawdowns 3y
Max DD38.51%
CAGR/Max DD2.51
CAGR/Mean DD13.68
EPS (Earnings per Share) EPS (Earnings per Share) of HOFI over the last years for every Quarter: "2021-06": -0.79, "2021-09": 0.58, "2021-12": 0.61, "2022-03": 1.63, "2022-06": 2.11, "2022-09": 1.33, "2022-12": 2.84, "2023-03": 0.66, "2023-06": 1.45, "2023-09": 2.34, "2023-12": 1.82, "2024-03": 2.42, "2024-06": 2.87, "2024-09": 2.67, "2024-12": 2.56, "2025-03": 2.33, "2025-06": 2.42, "2025-09": 3, "2025-12": 3.84, "2026-03": 3.57, "2026-06": 5.15,
EPS CAGR: 28.34%
EPS Trend: 92.3%
Last SUE: 1.06
Qual. Beats: 3
Revenue Revenue of HOFI over the last years for every Quarter: 2021-06: 593, 2021-09: 668, 2021-12: 814, 2022-03: 743, 2022-06: 816, 2022-09: 682, 2022-12: 884, 2023-03: 873, 2023-06: 956, 2023-09: 1084, 2023-12: 1054, 2024-03: 1101, 2024-06: 1373, 2024-09: 1324, 2024-12: 1495, 2025-03: 1417, 2025-06: 1433, 2025-09: 1468, 2025-12: 1529, 2026-03: 1538, 2026-06: 1822,
Rev. CAGR: 20.53%
Rev. Trend: 96.9%
Last SUE: 1.50
Qual. Beats: 12

Warnings

Below Avwap Earnings

Tailwinds

Rs Leader
Idiosyncratic Leader
Confidence

Seasonality

Not enough history
Description: HOFI Hoist Finance

Hoist Finance AB is a Sweden-based credit market company that specializes in acquiring and managing both performing and non-performing loans across Europe, sourcing these portfolios from international banks and financial institutions. The non-performing loan (NPL) servicing and debt purchase industry in Europe is sizeable, with major banks regularly offloading distressed and consumer credit portfolios to specialist firms that have the infrastructure to recover or restructure them at scale.

The company operates through two segments-Unsecured and Secured-with the latter handling non-performing loan recovery, call centre operations, and collateral management, while also providing debt restructuring solutions. Hoist funds these activities in part through its own retail deposit-gathering business, offering savings, current, and fixed-term deposit accounts, which is a funding model common among European niche banks operating under the GICS Diversified Banks sub-industry classification.

Hoist Finance is headquartered in Stockholm, was incorporated in 1915, and adopted its current name in January 2015 after previously operating as Hoist International AB.

Headlines to Watch Out For
  • NPL portfolio acquisitions from European banks accelerate revenue growth
  • Higher rates boost net interest margin on deposit funding
  • EU debt collection regulations impact recovery rates and margins
Piotroski VR-10 (Strict) 3.5
Net Income: 1.43b TTM > 0 and > 6% of Revenue
FCF/TA: 0.03 > 0.02 and ΔFCF/TA -6.43 > 1.0
NWC/Revenue: -767.1% < 20% (prev -717.4%; Δ -49.68% < -1%)
CFO/TA 0.01 > 3% & CFO 527.0m > Net Income 1.43b
Net Debt (-4.75b) to EBITDA (1.93b): -2.47 < 3
Current Ratio: 0.01 > 1.5 & < 3
Outstanding Shares: last quarter (87.4m) vs 12m ago 0.0% < -2%
Gross Margin: 66.79% > 18% (prev 68.58%; Δ -1.79% > 0.5%)
Asset Turnover: 9.80% > 50% (prev 9.54%; Δ 0.26% > 0%)
Interest Coverage Ratio: 0.96 > 6 (EBIT TTM 1.86b / Interest Expense TTM 1.94b)
Altman Z'' -4.02
A: -0.69 (Total Current Assets 362.0m - Total Current Liabilities 49.1b) / Total Assets 70.3b
B: 0.07 (Retained Earnings 4.88b / Total Assets 70.3b)
C: 0.03 (EBIT TTM 1.86b / Avg Total Assets 64.9b)
D: 0.10 (Book Value of Equity 6.42b / Total Liabilities 62.7b)
Altman-Z'' = -4.02 = D
What is the price of HOFI shares?

As of August 24, 2026, the stock is trading at SEK 211.20 with a total of 72,307 shares traded. Over the past week, the price has changed by -3.65%, over one month by +21.66%, over three months by +24.45% and over the past year by +108.00%.

Current recommended Stop Loss: 205.00 (which is 2.9% or 1.1 ATR below the current price).

Is HOFI a buy, sell or hold?

Hoist Finance has no consensus analysts rating.

Hoist Finance (HOFI) - Fundamental Data Overview as of 20 August 2026
Market Cap USD = 1.97b (18.7b SEK * 0.1056 SEK.USD)
P/E Trailing = 13.7492
P/E Forward = 6.435
P/S = 3.877
P/B = 2.527
Revenue TTM = 6.36b SEK
EBIT TTM = 1.86b SEK
EBITDA TTM = 1.93b SEK
Long Term Debt = 9.92b SEK (from longTermDebt, last fiscal year)
Short Term Debt = 42.8b SEK (from shortTermDebt, last fiscal year)
Debt = 11.4b SEK (from shortLongTermDebtTotal, last quarter)
Net Debt = -4.75b SEK (calculated: Debt 11.4b - CCE 16.2b)
Enterprise Value = 13.9b SEK (18.7b + Debt 11.4b - CCE 16.2b)
Interest Coverage Ratio = 0.96 (Ebit TTM 1.86b / Interest Expense TTM 1.94b)
EV/FCF = 6.74x (Enterprise Value 13.9b / FCF TTM 2.07b)
FCF Yield = 14.83% (FCF TTM 2.07b / Enterprise Value 13.9b)
FCF Margin = 32.52% (FCF TTM 2.07b / Revenue TTM 6.36b)
Net Margin = 22.56% (Net Income TTM 1.43b / Revenue TTM 6.36b)
Gross Margin = 66.79% ((Revenue TTM 6.36b - Cost of Revenue TTM 2.11b) / Revenue TTM)
Gross Margin QoQ = 70.47% (prev 65.21%)
Tobins Q-Ratio = 0.20 (Enterprise Value 13.9b / Total Assets 70.3b)
Interest Expense / Debt = 16.99% (Interest Expense 1.94b / Debt 11.4b)
Taxrate = 21.96% (410.0m / 1.87b)
NOPAT = 1.45b (EBIT 1.86b * (1 - 21.96%))
Current Ratio = 0.01 (Total Current Assets 362.0m / Total Current Liabilities 49.1b)
Debt / Equity = 1.78 (Debt 11.4b / totalStockholderEquity, last quarter 6.42b)
Debt / EBITDA = -2.47 (Net Debt -4.75b / EBITDA 1.93b)
Debt / FCF = -2.30 (Net Debt -4.75b / FCF TTM 2.07b)
Total Stockholder Equity = 6.48b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.21% (Net Income 1.43b / Total Assets 70.3b)
RoE = 22.14% (Net Income TTM 1.43b / Total Stockholder Equity 6.48b)
RoCE = 11.36% (EBIT 1.86b / Capital Employed (Equity 6.48b + L.T.Debt 9.92b))
RoIC = 2.29% (NOPAT 1.45b / Invested Capital 63.6b)
WACC = 9.34% (E(18.7b)/V(30.1b) * Re(6.95%) + D(11.4b)/V(30.1b) * Rd(16.99%) * (1-Tc(0.22)))
Discount Rate = 6.95% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -33.88 | Cagr: -0.94%
[DCF] Terminal Value 69.47% ; FCFF base≈3.47b ; Y1≈3.04b ; Y5≈2.46b
[DCF] Fair Price = 442.2 (EV 33.9b - Net Debt -4.75b = Equity 38.7b / Shares 87.4m; r=9.34% [WACC]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: 92.31 | EPS CAGR: 28.34% | SUE: 1.06 | # QB: 3
Revenue Correlation: 96.94 | Revenue CAGR: 20.53% | SUE: 1.50 | # QB: 12
EPS current Quarter (2026-09-30): EPS=0.00 | Chg30d=N/A | Revisions=N/A | Analysts=0
EPS current Year (2026-12-31): EPS=16.71 | Chg30d=+17.04% | Revisions=+50% | GrowthEPS=+44.2% | GrowthRev=+22.7%
EPS next Year (2027-12-31): EPS=18.42 | Chg30d=+7.80% | Revisions=+50% | GrowthEPS=+10.2% | GrowthRev=+10.2%
[Analyst] Revisions Ratio: +67% (up=6, down=0)