(VOLO-PREF) Volati - Ratings and Ratios

Volati AB (publ) is a Swedish private equity firm established in 2003, headquartered in Stockholm, specializing in growth capital, buyouts, and add-on acquisitions. The firm primarily targets mature and middle-market companies across three core sectors: trading, consumer, and industry. Within the trading sector, Volati focuses on building materials (including concrete, cut stones, and construction materials), paper and forest products, industrials, home and garden, and agriculture and forestry. In the consumer space, the firm invests in database marketing, digitization, and e-commerce. Its industry investments emphasize international expansion, lean manufacturing, and HR solutions, with a focus on consumer discretionary, consumer staples, and utilities.

Volati primarily invests in small to medium-sized Nordic and European companies, with a particular emphasis on Sweden. The firm typically allocates up to SEK100 million ($99.92 million) per investment, targeting companies with enterprise values ranging from SEK50 million ($49.96 million) to SEK1000 million ($999.20 million). Portfolio companies generally generate revenues between SEK50 million and SEK1000 million and have EBITDA up to SEK100 million. Volati seeks majority ownership or control, prioritizing businesses with strong cash flows. The firm also takes an active role in governance, often securing a board seat in its portfolio companies. Investments are made directly from its balance sheet.

Volati AB (publ) trades under the ticker symbol VOLO-PREF on the Stockholm Stock Exchange (ST). The company is classified under the GICS Sub Industry category of Industrial Conglomerates. As of the latest data, Volati has a market capitalization of 9,576.82 million SEK, with a price-to-earnings (P/E) ratio of 243.85 and a price-to-book (P/B) ratio of 23.29. The price-to-sales (P/S) ratio stands at 1.22, and the return on equity (RoE) is 12.38%. Additional information about the company is available at its website: https://www.volati.se/en.

Based on the provided and , Volati AB (VOLO-PREF) is expected to experience a slight upward trend in its stock price over the next three months. The stock is currently trading at 638.00 SEK, above its SMA 20 (631.40), SMA 50 (630.04), and SMA 200 (614.23) levels, indicating a bullish trend. The ATR of 6.07 suggests moderate volatility, which could support continued price movement. However, the high P/E ratio of 243.85 and P/B ratio of 23.29 indicate elevated valuations, which may lead to a correction if earnings or cash flows do not justify these multiples. The RoE of 12.38% and P/S ratio of 1.22 suggest reasonable profitability and revenue efficiency, which could support further growth.