Case Group AB CASE

Morningstar Rating
SEK 19.65 −0.30 (1.50%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

CASE is trading at a LOCK|F%Rc> premium.
Price
SEK 19.65
Fair Value
LOCK|.hZvB!xm
Uncertainty
LOCK|p^>L
1-Star Price
LOCK|.Pwq@p#T
5-Star Price
LOCK|.G&vwTz
Economic Moat
LOCK|<p>sX
Capital Allocation
—

Trading Information

Previous Close Price
SEK 19.95
Day Range
SEK 19.65–19.65
52-Week Range
SEK 19.00–30.00
Bid/Ask
SEK 19.65 / SEK 20.40
Shares Outstanding
32.18M
Market Cap
SEK 632.42M
Volume/Avg
27 / 2,665

Key Statistics

Price/Earnings (Normalized)
16.96
Price/Sales
3.04
Dividend Yield (Trailing)
3.82%
Dividend Yield (Forward)
3.82%
Dividend Payment Schedule
May
Total Yield
3.82%

Company Profile

Case Group AB is an independent fund manager. Its business concept is to offer wealth-creating asset management with the goal of offering savers a good risk-adjusted return.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Core
Total Number of Employees
17

Valuation

Metric
CASE
Price/Earnings (Normalized)
16.96
Price/Book Value
1.97
Price/Sales
3.04
Price/Cash Flow
17.67
Price/Earnings
CASE

Financial Strength

Metric
CASE
Quick Ratio
1.65
Current Ratio
1.77
Interest Coverage
46.20
Quick Ratio
CASE

Profitability

Metric
CASE
Return on Assets (Normalized)
9.74%
Return on Equity (Normalized)
11.50%
Return on Invested Capital (Normalized)
10.79%
Return on Assets
CASE

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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LOCK|nV^qd&YQLOCK|J!$180B
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LOCK|#<k&c<LOCK|n&^$96B
KKR & Co Inc Ordinary Shares
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LOCK|qhTV><<LOCK|&!q^$88B
Brookfield Asset Management Ltd Ordinary Shares - Class A
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LOCK|mTY$@HQLOCK|kM&rW$82B
Apollo Global Management Inc
APO
LOCK|zTV!#TLOCK|&wFsN$71B
State Street Corp
STT
LOCK|P@F!m#LOCK|Lf$46B
Ameriprise Financial Inc
AMP
LOCK|Rcpj@&rLOCK|k%DBG$44B
Raymond James Financial Inc
RJF
LOCK|m<&$>lLOCK|J!x!q$31B
Northern Trust Corp
NTRS
LOCK|^##rZ#xLOCK|@@g$31B
Ares Management Corp Ordinary Shares - Class A
ARES
LOCK|#CFZngLOCK|!s?^$30B

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