EQT AB Ordinary Shares EQT

Morningstar Rating

Company Report

EQT Is a High-Growth Play

EQT has made a name for itself as a thematic specialist with sector expertise, especially in healthcare and technology. Initially, it invested mainly in Europe, but it is one of the most prolific global private-market firms today. In many of its investments, it straddles the gap between startups that tend to attract mostly venture capital funding and the mature firms that buy out funds tend to target. EQT offers direct private equity, real estate, and infrastructure funds. It sold its private credit business and does not offer fund of funds to institutional clients.

Price vs Fair Value

EQT is trading at a LOCK|X!xCP> premium.
Price
SEK 283.90
Fair Value
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Uncertainty
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1-Star Price
LOCK|s.SX
5-Star Price
LOCK|Cb
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Private markets benefit from secular tailwinds as institutional investors increase their private-market allocation and private markets open to retail investors.

Bears

EQT's greater exposure to early-stage investments makes its returns more volatile and harder to predict. Its concentration on specific themes also increases risk.

News

Trading Information

Previous Close Price
—
Day Range
—–—
52-Week Range
—–—
Bid/Ask
— / —
Shares Outstanding
1.25B
Market Cap
—
Volume/Avg
— / —

Key Statistics

Price/Earnings (Normalized)
23.88
Price/Sales
10.25
Dividend Yield (Trailing)
1.64%
Dividend Yield (Forward)
1.76%
Dividend Payment Schedule
May, Dec
Total Yield
2.41%

Company Profile

Swedish conglomerate Investor AB set up EQT as its private equity division in 1994. In its early days, EQT focused primarily on private equity investments in Sweden and the rest of Scandinavia. Today, EQT is one of the largest global private-market investors, with funds that focus on private equity, real estate, and infrastructure globally. Investor AB retains a minority stake.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Large Growth
Total Number of Employees
1,900

Competitors

Valuation

Metric
EQT
KKR
PGHN
Price/Earnings (Normalized)
23.8816.4411.90
Price/Book Value
3.862.8710.47
Price/Sales
10.254.136.25
Price/Cash Flow
29.034,754.8111.28
Price/Earnings
EQT
KKR
PGHN

Financial Strength

Metric
EQT
KKR
PGHN
Quick Ratio
6.383.800.77
Current Ratio
6.393.801.06
Interest Coverage
16.382.1530.54
Quick Ratio
EQT
KKR
PGHN

Profitability

Metric
EQT
KKR
PGHN
Return on Assets (Normalized)
11.70%1.25%20.70%
Return on Equity (Normalized)
17.71%18.24%72.91%
Return on Invested Capital (Normalized)
13.79%2.99%29.19%
Return on Assets
EQT
KKR
PGHN

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