Cloud ManagementVoIPStreaming MediaEnterprise Voip and TelephonyNetwork BackboneCloud Infrastructure5GOptical InfrastructureInformation TechnologyInternetMobileTelecommunications
Description
Telefonaktiebolaget LM Ericsson (publ) provides mobile connectivity solutions to communications service providers, enterprises, and the public sector.
The company’s portfolio spans the following segments: Networks, Cloud Software and Services, and E…
Analysis
Hidden champion
Telefonaktiebolaget LM Ericsson (publ) is what we call a hidden champion: a strong business that the market is not pricing as one. One caution: reported profits have recently run ahead of actual cash, which we track closely.
The price is attractive. You pay 13.7× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly 1% yearly growth; analysts expect -4%. The gap between price and consensus is worth watching: demanding expectations.
The trajectory is tepid and the balance sheet is adequate. The company scores 16/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.
What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202350
38
2023202420252026
All-time high
83
Nov 2024
All-time low
11
Aug 2023
Average rank
55
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
43
53
70
73
Price/Earnings
58
76
83
83
Price/Book
34
33
47
60
Dividend Yield
81
87
89
94
Value (overall)
58
84
76
94
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.