Svolder AB (OSTO:SVOL B) ROE %: 30.47% (As of May. 2026) — 124% Above Median


OSTO:SVOL B Svolder AB OSTO:SVOL B
46 GF Score
Price kr52.90
GF Value kr1.12
Valuation Significantly Overvalued
! 2 Warning Signs
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What is Svolder AB ROE %?

Svolder AB OSTO:SVOL B +0.38% 46 ROE % is 30.47% as of May. 2026, which is 124% above its 10-year median of 13.60. GuruFocus rates OSTO:SVOL B with a GF Score™ of 46/100 and a GF Value™ of kr1.12 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 1,609 Asset Management companies, Svolder AB ranks worse than 79.06% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Svolder AB's annualized net income for the quarter that ended in May. 2026 was kr1,667.20 Mil. Svolder AB's average Total Stockholders Equity over the quarter that ended in May. 2026 was kr5,470.80 Mil. Therefore, Svolder AB's annualized ROE % for the quarter that ended in May. 2026 was 30.47%.

The historical rank and industry rank for Svolder AB's ROE % or its related term are showing as below:

OSTO:SVOL B' s ROE % Range Over the Past 10 Years
Min: -18.27   Med: 13.6   Max: 64.54
Current: -1.31

During the past 13 years, Svolder AB's highest ROE % was 64.54%. The lowest was -18.27%. And the median was 13.60%.

OSTO:SVOL B's ROE % is ranked worse than
79.06% of 1609 companies
in the Asset Management industry
Industry Median: 6.52 vs OSTO:SVOL B: -1.31

Svolder AB  (OSTO:SVOL B) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: May. 2026 )
=Net Income/Total Stockholders Equity
=1667.2/5470.8
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(1667.2 / 1667.2)*(1667.2 / 5552.15)*(5552.15 / 5470.8)
=Net Margin %*Asset Turnover*Equity Multiplier
=100 %*0.3003*1.0149
=ROA %*Equity Multiplier
=30.03 %*1.0149
=30.47 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: May. 2026 )
=Net Income/Total Stockholders Equity
=1667.2/5470.8
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (1667.2 / 1667.2) * (1667.2 / 1667.2) * (1667.2 / 5552.15) * (5552.15 / 5470.8)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 1 * 100 % * 0.3003 * 1.0149
=30.47 %

Note: The net income data used here is four times the quarterly (May. 2026) net income data. The Revenue data used here is four times the quarterly (May. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Svolder AB ROE % Related Terms


Svolder AB ROE % Historical Data

* Premium members only.

The historical data trend for Svolder AB's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Svolder AB ROE % Chart

Svolder AB Annual Data
Trend Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24 Aug25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 64.54 -18.27 -9.46 15.55 0.14

Svolder AB Quarterly Data
Aug21 Nov21 Feb22 May22 Aug22 Nov22 Feb23 May23 Aug23 Nov23 Feb24 May24 Aug24 Nov24 Feb25 May25 Aug25 Nov25 Feb26 May26
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 2.73 -5.57 -2.60 -27.30 30.47

OSTO:SVOL B vs BLK, BX, KKR: ROE % Comparison

For the Asset Management subindustry, Svolder AB's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Svolder AB ROE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Svolder AB's ROE % distribution charts can be found below:

* The bar in red indicates where Svolder AB's ROE % falls into.


OSTO:SVOL B
46GF Score
Svolder AB OSTO:SVOL B
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Svolder AB ROE % Calculation

Svolder AB's annualized ROE % for the fiscal year that ended in Aug. 2025 is calculated as

ROE %=Net Income (A: Aug. 2025 )/( (Total Stockholders Equity (A: Aug. 2024 )+Total Stockholders Equity (A: Aug. 2025 ))/ count )
=8.6/( (6021.4+5855.9)/ 2 )
=8.6/5938.65
=0.14 %

Svolder AB's annualized ROE % for the quarter that ended in May. 2026 is calculated as

ROE %=Net Income (Q: May. 2026 )/( (Total Stockholders Equity (Q: Feb. 2026 )+Total Stockholders Equity (Q: May. 2026 ))/ count )
=1667.2/( (5262.4+5679.2)/ 2 )
=1667.2/5470.8
=30.47 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (May. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 30.47% mean?
Svolder AB (OSTO:SVOL B) has a ROE % of 30.47% as of May. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Svolder AB and its competitors. This is 124% above median its historical median of 13.60. According to the industry distribution chart, Svolder AB ranks #1272 out of 1609 companies in the Asset Management industry, placing it in the top 79.1%.
Is Svolder AB's ROE % too high?
Svolder AB's current ROE % of 30.47% is 124% above median its 10-year median of 13.60. The Asset Management industry median ROE % is 6.52. Svolder AB's value of 30.47% is 367.3% above this industry median. Based on the distribution chart, Svolder AB ranks #1272 out of 1609 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Svolder AB has a GF Score™ of 46/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Svolder AB's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Svolder AB ranks #1272 out of 1609 companies for ROE %. This places Svolder AB in the lower half of its industry. The industry median ROE % is 6.52. Svolder AB's value of 30.47% is 367.3% above this benchmark. While the company's 10-year median is 13.60 vs. the industry median of 6.52, Svolder AB has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.52, based on 1,609 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Svolder AB's current ROE % of 30.47% is 367.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Svolder AB and its competitors. For the Asset Management industry, the median ROE % is 6.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Svolder AB's current ROE % is 30.47%, which is 124% above median its own 10-year median of 13.60. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Svolder AB stock overvalued right now?
Based on GuruFocus' analysis, Svolder AB (OSTO:SVOL B) is currently considered Significantly Overvalued. The stock's GF Value™ is kr1.12, compared to a current price of kr52.90 — trading 4623.2% above its estimated fair value. The current ROE % is 30.47%, which is 124% above median its 10-year median of 13.60 and 367.3% above the Asset Management industry median of 6.52. Svolder AB's overall GF Score™ is 46/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Svolder AB (OSTO:SVOL B), the current ROE % is 30.47% as of May. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Svolder AB (OSTO:SVOL B) Overvalued in 2026?

Based on GuruFocus' analysis, Svolder AB stock appears to be overvalued. The current stock price of kr52.90 is trading 4623.2% above its estimated GF Value™ of kr1.12. GuruFocus considers Svolder AB to be Significantly Overvalued.

Key valuation signals for OSTO:SVOL B:

  • ROE %: 30.47% (124% above median its 10-year median of 13.60)
  • GF Value™: kr1.12 vs. price of kr52.90 (4623.2% above fair value)
  • GF Score™: 46/100 with 2 warning signs
  • Industry Position: 367.3% above the Asset Management median (#1272 of 1609)

No single metric tells the full story. See the OSTO:SVOL B stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Svolder AB Business Description

Other Exchanges SVOL A:Sweden
Address Birger Jarlsgatan 13, Box 70431, Stockholm, SWE, SE-107 25
Svolder AB is an investment trust. The company holds investments in small to medium-sized publically traded Swedish companies. It has stakes in GARO, Troax, Nordic Waterproofing, New Wave Group, FM Mattsson Mora, Beijer Electronics Group, Platzer Fastigheter, Scandic Hotels, XANO, ITAB Shop Concept, Elanders, Boule Diagnostics and Elos Medtech.
46GF Score

Get the complete analysis for OSTO:SVOL B

ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

kr52.90
Price
kr1.12
GF Value