Professional
Added to YB: 2026-05-15
Pitch date: 2026-04-21
LIFCO-B.ST [bullish]
Lifco AB (publ)
-10.82%
current return
Author Info
Upslope Capital is an alternative investment management firm based in Colorado. They manage a global long/short public equity investment strategy. Follow on Twitter/X.
Company Info
Lifco AB (publ) engages in the dental, demolition and tools, and systems solutions businesses in Sweden, Norway, Finland, Germany, rest of Europe, the United Kingdom, Asia, Australia, Italy, North America, and internationally.
Market Cap
SEK 126.5B
Pitch Price
SEK 314.19
Price Target
N/A
Dividend
0.97%
EV/EBITDA
18.29
P/E
34.23
EV/Sales
4.61
Sector
Industrial Conglomerates
Category
growth
Upslope Capital Management New Position: Lifco AB
LIFCO-B.ST (new position): Sweden serial acquirer across Dental (20% EBITA), Demolition & Tools (26%), Systems Solutions (53%). 5-10% organic + 5-10% acquired growth, 100% FCF/EPS conversion, 1.0x net leverage. De-rated 40x to 30x EPS. Cyclical units face macro headwinds, poised to benefit from Ukraine war resolution. Risks: scale challenges, founder succession uncertainty, FX exposure (82% Europe).
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