-0.61%
-2.11%
-7.14%
14.04%
14.68%
33.86%
22.18%
AI Spotlight on SCHB
Company Description
Schibsted ASA, together with its subsidiaries, operates as a media company.The company operates through Nordic Marketplaces, News Media, eCommerce & Distribution, and Financial Services & Ventures segments.It operates online classified operations that provide technology-based services to connect buyers and sellers and facilitate transactions from job offers to real estate, cars, travel, consumer goods, and others.
The company also offers news brands, such as VG, Aftenposten, Bergens Tidende, Aftonbladet, and Svenska Dagbladet in paper and digital formats, as well as operates printing plant.In addition, the company distributes newspapers and parcels for businesses and consumers under the Helthjem and Morgenlevering brands.Further, it has a portfolio of digital companies, which include Lendo that offers digital marketplaces for consumer lending; and Prisjakt, which offers price comparison for consumers.
The company operates in Norway, Sweden, Finland, Denmark, other European countries, and internationally.Schibsted ASA was founded in 1839 and is headquartered in Oslo, Norway.
Market Data
| Last Price | 325 |
| Change Percentage | -0.61% |
| Open | 328 |
| Previous Close | 327 |
| Market Cap ( Millions) | 76211 |
| Volume | 338970 |
| Year High | 369 |
| Year Low | 262.2 |
| M A 50 | 336.36 |
| M A 200 | 315.11 |
Financial Ratios
| FCF Yield | 0.88% |
| Dividend Yield | 26.09% |
| ROE | 33.33% |
| Debt / Equity | 11.75% |
| Net Debt / EBIDTA | -27.43% |
| Price To Book | 2.34 |
| Price Earnings Ratio | 6.14 |
| Price To FCF | 113.1 |
| Price To sales | 5.91 |
| EV / EBITDA | 8.29 |
News
- Oct -26 - Schibsted ASA (SBBTF) Q3 2024 Earnings Call Highlights: Strong Revenue Growth Amid Strategic ...
- Oct -09 - Schibsted ASA (SBBTF) Q2 2024 Earnings Call Highlights: Navigating Growth Amidst Market Challenges
- Apr -26 - Stocks to watch this week: Amazon, Apple, Anglo American and Novo Nordisk
- Jan -16 - Big Tech should seek rivals' input on complying with EU rules, European businesses say
- Dec -01 - UPDATE 5-Sweden's Viaplay to raise cash, restructure debt, shares plunge 82%
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> News Media
Expected Growth : 2.73 %
What the company do ?
Schibsted ASA's News Media segment operates online newspapers and publishing houses, providing news and information to millions of users in Norway and Sweden.
Why we expect these perspectives ?
Schibsted ASA's News Media segment growth of 2.73% is driven by increasing online advertising revenue, driven by a rise in digital media consumption and a shift towards online news sources. Additionally, the company's focus on digital transformation, cost savings initiatives, and strategic acquisitions have contributed to the growth.
Segment n°2 -> Nordic Marketplaces
Expected Growth : 10.02 %
What the company do ?
Nordic Marketplaces from Schibsted ASA refers to online marketplaces in Norway, Sweden, and Denmark, offering classifieds, real estate, and e-commerce services.
Why we expect these perspectives ?
Nordic Marketplaces from Schibsted ASA's 10.02% growth is driven by increasing online classifieds adoption, strong demand for e-commerce and digital services, strategic acquisitions, and investments in product development and marketing. Additionally, the company's diversified revenue streams, including real estate, automotive, and general merchandise, contribute to its growth momentum.
Segment n°3 -> Eliminations
Expected Growth : 4.83 %
What the company do ?
Eliminations from Schibsted ASA refer to the disposal of subsidiaries, joint ventures, or associates, resulting in a decrease in the company's consolidated financial statements.
Why we expect these perspectives ?
Schibsted ASA's 4.83% growth is driven by increasing online classifieds revenue, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on digital transformation, cost savings initiatives, and strong cash flow generation have contributed to its growth momentum.
Segment n°4 -> Growth & Investments
Expected Growth : 9.9 %
What the company do ?
Schibsted ASA's Growth & Investments segment focuses on developing and investing in online marketplaces, classifieds, and other digital businesses, driving innovation and expansion.
Why we expect these perspectives ?
Schibsted ASA's 9.9% growth is driven by its diversified revenue streams, strong online classifieds business, and strategic investments in digital marketplaces. The company's focus on innovation, expansion into new markets, and increasing monetization of its online platforms also contribute to its growth momentum.
Segment n°5 -> Delivery
Expected Growth : 9.27 %
What the company do ?
Delivery from Schibsted ASA refers to the company's logistics and shipping services, ensuring timely and efficient delivery of products to customers.
Why we expect these perspectives ?
Schibsted ASA's 9.27% growth is driven by increasing online classifieds revenue, expansion into new markets, and strategic acquisitions. Additionally, the company's focus on digital transformation, cost savings initiatives, and strong operational efficiency have contributed to its growth momentum.
Segment n°6 -> Other/Headquarters
Expected Growth : 8.27 %
What the company do ?
Schibsted ASA's Headquarters/Other segment includes revenue from its headquarters and other operations, including investments and eliminations.
Why we expect these perspectives ?
Schibsted ASA's Other/Headquarters segment growth of 8.27% is driven by strategic investments in digital transformation, cost savings initiatives, and a strong focus on innovation. Additionally, the company's diversified revenue streams, including online classifieds and marketplaces, contribute to its growth momentum.
Schibsted Asa Products
| Product Range | What is it ? |
|---|---|
| Marketplaces | Online marketplaces for buying and selling goods and services |
| Digital Market Services | Digital marketing and advertising services for businesses |
| Online Classifieds | Online platforms for buying and selling goods and services, including real estate, jobs, and cars |
| Media Houses | News media outlets and publishing companies |
| Financial Services | Financial services, including payment solutions and consumer finance |
| Data and Tech | Data analytics and technology services for businesses |
Schibsted ASA's Porter Forces
Threat Of Substitutes
Schibsted ASA operates in the online classifieds and media industry, where substitutes are readily available. However, the company's strong brand recognition and diversified portfolio of services mitigate the threat of substitutes.
Bargaining Power Of Customers
Schibsted ASA's customers have limited bargaining power due to the company's dominant market position and the lack of alternative options for online classifieds and media services.
Bargaining Power Of Suppliers
Schibsted ASA relies on a diverse range of suppliers for its operations, including technology providers and content creators. While suppliers have some bargaining power, the company's scale and diversification mitigate this threat.
Threat Of New Entrants
The online classifieds and media industry is highly competitive, and new entrants can easily disrupt the market. Schibsted ASA must continually innovate and adapt to stay ahead of new competitors.
Intensity Of Rivalry
The online classifieds and media industry is highly competitive, with many established players vying for market share. Schibsted ASA must continually innovate and differentiate itself to maintain its market position.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 11.93% |
| Debt Cost | 5.92% |
| Equity Weight | 88.07% |
| Equity Cost | 8.80% |
| WACC | 8.46% |
| Leverage | 13.54% |
Schibsted ASA : Quality Control
Schibsted ASA passed 3 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| PSON.L | Pearson plc provides educational courseware, assessments, and services in the United Kingdom, the United States, Canada, the Asia Pacific, other European countries, and internationally. It operates through five segments: Assessment … |
| RCS.MI | RCS MediaGroup S.p.A. operates as a multimedia publishing company in Italy, Spain, and internationally. The company publishes newspapers under the Corriere della Sera, Corriere Salute, SOLFERINO, Buone Notizie, Dataroom, La … |
| TEL.OL | Telenor ASA, together with its subsidiaries, operates as a telecommunication company worldwide. Its principal products and services include mobile communication, fixed line communication, and broadcasting services. The company's mobile communication … |
| INF.L | Informa plc operates as an intelligence, events, and scholarly research company worldwide. It operates through five divisions: Informa Connect, Informa Intelligence, Informa Markets, Informa Tech, and Taylor & Francis. The … |
| OPL.WA | Orange Polska S.A., together with its subsidiaries, provides telecommunications services in Poland. It offers mobile and fixed telecommunications services, including calls, messaging, content, and access to the Internet and TV; … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Pearson
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Orange Polska
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Informa
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