Taaleri Oyj (TAALA.HE) | Investment Case

1. Company Snapshot

1.a. Company Description

Taaleri Oyj is a publicly owned asset management holding company.The firm provides its services to private individuals, institutional investors and companies.Through its subsidiaries, the firm provides wealth management and trading services to its clients.

It launches equity, fixed income, and real estate mutual funds through its subsidiaries.Through its subsidiaries, the firm invests in the public equity, fixed income, and real estate markets across the globe.It was formerly known as Taaleritehdas Oyj.

Taaleri Oyj is based in Helsinki, Finland with additional offices in Tampere, Finland; Turku, Finland; Pori, Finland; Oulu, Finland; and Lahti, Finland.

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1.b. Last Insights on TAALA

Taaleri Oyj's recent performance was negatively impacted by heightened global trade tensions and economic uncertainty, leading to significant volatility in European markets. The STOXX Europe 600 Index experienced its steepest decline in five years, creating a challenging environment for the company. Additionally, the company's reliance on dividend stocks as a source of stability and income potential may be hindered by the current market conditions. Furthermore, the recent decline in European markets may have negatively affected Taaleri's business operations and financial performance.

1.c. Company Highlights

Last Price	7.5
Change Percentage	0.13%
Open	7.51
Previous Close	7.49
Market Cap ( Millions)	211
Volume	38654
Year High	8.43
Year Low	6.16
M A 50	7.11
M A 200	7.23

FCF Yield	2.05%
Dividend Yield	6.67%
ROE	9.77%
Debt / Equity	0.00%
Net Debt / EBIDTA	-51.97%
Price To Book	1.07
Price Earnings Ratio	10.56
Price To FCF	48.8
Price To sales	3.76
EV / EBITDA	6.53

2. Transcript Summary

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3. NewsRoom

European Dividend Stocks With Yields Up To 6.6%

Dec -04

Source:

Taaleri PLC (FRA:295) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ...

Oct -30

Source:

European Dividend Stocks To Consider Now

Oct -29

Source:

European Dividend Stocks To Consider For Your Portfolio

Aug -19

Source:

Taaleri PLC (FRA:295) (Q2 2025) Earnings Call Highlights: Strong Growth in Private Asset ...

Aug -14

Source:

European Dividend Stocks To Consider Investing In

Apr -11

Source:

Top 3 Dividend Stocks To Consider For Your Portfolio

Feb -21

Source:

Taaleri PLC (FRA:295) Q4 2024 Earnings Call Highlights: Strong Profitability Amid Market Challenges

Feb -14

Source:

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.04%)

6. Segments

Renewable Energy

Expected Growth: 10.43%

Taaleri Oyj's 10.43% growth in Renewable Energy is driven by increasing demand for clean energy, declining costs of production, and favorable government policies. Additionally, the company's strategic investments in wind and solar power, as well as its focus on energy storage and grid services, have contributed to its rapid expansion.

Strategic Investments

Expected Growth: 10.5%

Taaleri Oyj's 10.5% strategic investments growth is driven by increasing demand for sustainable energy solutions, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on renewable energy, particularly wind and solar power, contributes to its growth. Furthermore, Taaleri's strong financial position and ability to secure funding for projects also support its growth momentum.

Other Private Asset Management

Expected Growth: 8.37%

Taaleri Oyj's Other Private Asset Management segment growth of 8.37% is driven by increasing demand for alternative investments, expansion into new markets, and strategic partnerships. Additionally, the segment benefits from a strong brand reputation, diversified product offerings, and a skilled investment management team, enabling it to attract and retain high-net-worth clients.

Other

Expected Growth: 8.37%

Taaleri Oyj's 8.37% growth is driven by increasing demand for wealth management services, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on sustainable investments and ESG practices has attracted environmentally conscious investors, contributing to its growth.

Reconciliation

Expected Growth: 9.9%

Taaleri Oyj's 9.9% growth is driven by strong investment performance, increasing assets under management, and strategic expansion into new markets. Additionally, the company's focus on sustainable investments and ESG practices has attracted environmentally conscious investors, contributing to its growth momentum.

7. Detailed Products

Wealth Management

Taaleri Oyj provides wealth management services to individuals, companies, and institutions, offering investment advice, portfolio management, and asset allocation.

Private Equity

Taaleri Oyj offers private equity investment opportunities to investors, focusing on Nordic and European markets, with a focus on sustainable and responsible investments.

Real Estate Investment Management

Taaleri Oyj provides real estate investment management services, offering a range of funds and mandates focused on Nordic and European real estate markets.

Alternative Investments

Taaleri Oyj offers alternative investment solutions, including hedge funds, private debt, and infrastructure investments, to institutional investors and high net worth individuals.

8. Taaleri Oyj's Porter Forces

Forces Ranking

Threat Of Substitutes

Taaleri Oyj operates in a niche market, and there are limited substitutes for its services. However, the company faces some threat from alternative investment products and services offered by its competitors.

Bargaining Power Of Customers

Taaleri Oyj's customers have limited bargaining power due to the company's specialized services and expertise. However, the company still needs to maintain good relationships with its customers to ensure repeat business and referrals.

Bargaining Power Of Suppliers

Taaleri Oyj has a diversified supplier base, and no single supplier has significant bargaining power over the company. The company's suppliers are mostly small and medium-sized enterprises, which reduces their bargaining power.

Threat Of New Entrants

The threat of new entrants is low due to the high barriers to entry in the financial services industry. New entrants would need significant capital and expertise to compete with established players like Taaleri Oyj.

Intensity Of Rivalry

The financial services industry is highly competitive, and Taaleri Oyj faces intense rivalry from established players. The company needs to differentiate itself through its services and expertise to maintain its market share.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	6.74%
Debt Cost	9.20%
Equity Weight	93.26%
Equity Cost	9.20%
WACC	9.20%
Leverage	7.22%

11. Quality Control: Taaleri Oyj passed 4 out of 9 key points

Strong Liquidity

Low Debt

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Renta 4 Banco

A-Score: 6.9/10

Value: 5.3

Growth: 5.9

Quality: 8.1

Yield: 5.6

Momentum: 10.0

Volatility: 6.3

1-Year Total Return ->

Taaleri

A-Score: 6.5/10

Value: 5.5

Growth: 4.4

Quality: 7.4

Yield: 10.0

Momentum: 3.0

Volatility: 8.7

1-Year Total Return ->

Öresund

A-Score: 6.4/10

Value: 5.4

Growth: 2.1

Quality: 9.2

Yield: 8.8

Momentum: 4.0

Volatility: 9.0

1-Year Total Return ->

Ratos

A-Score: 6.2/10

Value: 8.7

Growth: 4.4

Quality: 6.2

Yield: 5.6

Momentum: 6.0

Volatility: 6.0

1-Year Total Return ->

Tatton Asset Management

A-Score: 5.9/10

Value: 1.4

Growth: 7.8

Quality: 9.8

Yield: 5.6

Momentum: 5.0

Volatility: 6.0

1-Year Total Return ->

Pantheon International

A-Score: 4.4/10

Value: 2.8

Growth: 0.7

Quality: 7.1

Yield: 0.0

Momentum: 6.0

Volatility: 10.0

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

11.09%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

9.20%

Taaleri Oyj - FI4000062195

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on TAALA

1.c. Company Highlights

Better Quality

Higher Yield

Weak Momentum

Earnings Beats

Revenues Miss

Revenues Beats

Medium Volatility

Stable Momentum

Average Yield

Earnings Miss

Less Volatile

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.04%)

6. Segments

Renewable Energy

Expected Growth: 10.43%

Strategic Investments

Expected Growth: 10.5%

Other Private Asset Management

Expected Growth: 8.37%

Other

Expected Growth: 8.37%

Reconciliation

Expected Growth: 9.9%

7. Detailed Products

Wealth Management

Private Equity

Real Estate Investment Management

Alternative Investments

8. Taaleri Oyj's Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: Taaleri Oyj passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

7.5$

Current Price

7.5$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA