Added to YB: 2026-04-21
Pitch date: 2026-04-19
N8Q.F [neutral]
Röko AB (publ)
+0.68%
current return
Author Info
Slow Compounding is an ex buy-side analyst looking for high-quality companies that create high shareholder returns. Investing for the long-term. Sign up for the newsletter.
Company Info
Röko AB (publ) is a private equity firm specializing in middle market, small- and medium-sized businesses.
Market Cap
SEK 25.8B
Pitch Price
SEK 1.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.85
P/E
34.26
EV/Sales
4.20
Sector
Capital Markets
Category
growth
Deep Dive - Röko AB (Part 2)
N8Q.F (update): Swedish serial acquirer; 33 platforms + 6 add-ons since 2019 across Europe at ~8x EV/EBITA avg (vs 15%+ EBITA margin target). Sector-agnostic, asset-light niches w/ stable earnings. Majority stakes + put/call options align mgmt. 12.4% pre-tax cash-free ROIIC, 16.9% entry ROIIC. Risks: execution, macro, key-person (Karlsson). Acquired margins ~18.5% avg, rising quality at falling multiples. Decentralized model, no exit intent. Room to 4x profits w/ current org. 21% insider ownership.
Read full article (29 min)