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NCAB.ST Nasdaq Stockholm Semiconductors

NCAB Group AB (publ)

kr77,40
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Mcap
P/E
EV / Rev
Div yield
1,53 %
Op margin
9,0 %
ROE
14,3 %
Net margin
5,5 %
Debt / equity
0,80
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

NCAB Group AB (publ) is a semiconductor company that designs and produces printed circuit boards for the semiconductor industry.

Business. NCAB Group AB (publ) is a technology equipment company operating in the semiconductors industry. The firm generates revenue through product sales within the broader technology equipment sector. It is publicly listed under the ticker NCAB.ST. Specific details regarding operating segments, headquarters location, and geographic revenue mix are not provided in the available data.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustrySemiconductors
Generated · model-assisted
Sell-side consensus
BUY4 analysts
2 buy2 hold0 sell
Avg 12m price target80,50

Analyst recommendations

4 analysts · consensus Buy
Buy2
Hold2
Sell0
12-month price target
80,50
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
62
composite score
Valuation
valuation pending
Analysts
Buy
4 analysts · indicative
Ownership
not yet wired
Profitability
14,3 %
return on equity
Quality
60
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning NCAB.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,7 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,6 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to NCAB.ST. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Peers
    • EarningsQ2 2026 earnings (expected)2026-07-23 · estimated · Intel (INTC)
    • EarningsQ2 2026 earnings (expected)2026-08-26 · estimated · NVIDIA (NVDA)
    • EarningsQ3 2026 earnings (expected)2026-09-28 · estimated · Broadcom (AVGO)
    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score62 / 100
    Composite score 0-100 · Data quality 0,60
    Data quality0,60 / 1.00

    Synthesis

    Business

    NCAB Group AB (publ) is a technology equipment company operating in the semiconductors industry. The firm generates revenue through product sales within the broader technology equipment sector. It is publicly listed under the ticker NCAB.ST. Specific details regarding operating segments, headquarters location, and geographic revenue mix are not provided in the available data.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustrySemiconductors
    AI synthesis
    GENERATED

    NCAB Group AB (publ) has a debt-to-equity ratio of 0.8 and a current ratio of 1.78, indicating a moderate level of leverage and sufficient short-term liquidity to cover its obligations. The company's free cash flow of 319,383,000 SEK suggests it is generating positive cash from operations after capital expenditures. However, the company's net cash position is negative after subtracting total debt, which raises some liquidity concerns.

    In terms of profitability, NCAB Group AB (publ) has a return on equity of 14.32% and a return on assets of 5.85%, which are key metrics for evaluating the company's efficiency in generating returns for shareholders and asset utilization. These figures should be compared to the industry median to determine if the company is outperforming or underperforming its peers.

    The company's revenue is concentrated in a single business segment, as no specific segments are disclosed in the available data. This lack of diversification could expose the company to higher risk if demand in the semiconductor industry fluctuates. Additionally, the company's geographic exposure is not specified, which limits the ability to assess regional concentration risk.

    Looking at the growth trajectory, NCAB Group AB (publ) has reported a revenue of 3,743,451,000 SEK. While the company's outlook for the current and next fiscal years is not explicitly provided, the positive free cash flow and operating income suggest a stable financial position. The company's capital expenditures are relatively low at -6,377,000 SEK, indicating minimal investment in new assets.

    The risk assessment for NCAB Group AB (publ) indicates a medium level of liquidity risk and a low level of dilution risk. The company's key financial flag is the negative net cash position after subtracting total debt, which could impact its ability to meet long-term obligations. The dilution potential is low, and no adjustments have been applied to the valuation metrics.

    Recent events and filings for NCAB Group AB (publ) are not detailed in the available data. Analysts have provided a mean price target of 80.50 SEK with a mean recommendation of 2.00, indicating a neutral stance on the stock. The lack of strong buy recommendations and the presence of hold recommendations suggest that analysts are cautious about the company's near-term prospects.

    Key takeaways
    • NCAB Group AB (publ) has a moderate level of leverage with a debt-to-equity ratio of 0.8 and sufficient short-term liquidity.
    • The company's return on equity of 14.32% and return on assets of 5.85% indicate strong profitability and asset utilization.
    • The company's revenue is concentrated in a single business segment, which could increase its exposure to industry-specific risks.
    • Analysts have provided a neutral stance on the stock with a mean price target of 80.50 SEK and a mean recommendation of 2.00.
    • The company's liquidity risk is medium, and its dilution risk is low, with no adjustments applied to the valuation metrics.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    kr77,40
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    kr1.44B
    Net cash
    -kr1.16B
    Current ratio
    1.8
    Debt / equity
    0.8
    ROA
    5.9%
    ROE
    14.3%
    Cash conversion
    139.0%
    CapEx / revenue
    -0.2%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    1,85
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    4
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-22 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate1,85
    Revenueno estimateno estimate4,7B SEK
    Operating incomeno estimateno estimate499,0M SEK
    Full-year consensus mean (period as reported by source) · consensus in SEK. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution4 analysts
    Strong buy2
    Buy0
    Hold2
    Sell0
    Strong sell0
    12-month price targetkr80,50 · Median kr80,50
    Low kr80,00High kr81,00
    Operating income · consensus499,0M SEK
    EPS surprise
    −40,5 %
    reported vs consensus · miss
    Revenue surprise
    −20,1 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Lowkr80,00
    Meankr80,50
    Mediankr80,50
    Highkr81,00
    Spotkr77,40
    +4.0 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin9,0 %Above median
    Net Margin5,5 %Above median
    ROE14,3 %Best in class
    Capex / Rev-0,2 %Above P75
    D/E0,80Bottom quartile
    Cash Conv1,39Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • NCAB Group AB (publ) Market data — financials · 2026-05-28
    • NCAB Group AB (publ) Market data — analyst estimates · 2026-05-28
    • NCAB Group AB (publ) Market data — ESG · 2026-05-28

    Ownership & reference

    Leadership

    • Peter KrukPresident, Chief Executive Officer, Director

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    NCAB.STCanonical
    Nasdaq Stockholm · SEK

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    NCABNVDAINTCAVGOSemiconductors
    This companyPeerSector

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage