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1. Company Snapshot

1.a. Company Description

LINK Mobility Group Holding ASA provides mobile and communication-platform-as-a-service solutions.It operates through five segments: Northern Europe, Western Europe, Central Europe, Northern America, and Global Messaging.The company offers LINK Messaging Gateway that integrates SMS gateway solutions with existing IT and computer systems; LINK Web Experience for creating personalized content with landing pages; LINK Conversations for communication with customer-centric channels, content, and messages; LINK Mobile Invoice, which provides various payment channels in one integrated payment interface; Xenioo Conversational Platform, an omnichannel conversational platform to interact with customers; and LINK Insight Dashboard that offers real-time monitoring of campaign.


Its solutions are used in healthcare, retail, finance, and logistics industries.The company was founded in 2001 and is headquartered in Oslo, Norway.

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1.b. Last Insights on LINK

LINK Mobility Group Holding ASA's recent performance is driven by optimistic growth prospects, with revenue expected to rise 18.1% per year and earnings projected to jump 72.2% per year. Despite a net profit margin drop to 1.5%, the company's high-growth potential and innovative capabilities make it an attractive investment opportunity. Recent market trends, including a 1.60% rise in the pan-European STOXX Europe 600 Index, also support the stock. Additionally, LINK Mobility is estimated to be undervalued by up to 49.9% below its intrinsic value.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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European Market Picks: 3 Stocks That May Be Priced Below Intrinsic Value Estimates

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European Stocks Trading At Estimated Discounts

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European Market Value Stocks Offering Possible Investment Opportunities

Jan -16

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3 European Stocks Estimated To Be Trading Up To 43.4% Below Intrinsic Value

Jan -16

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Uncovering 3 European Stocks Estimated To Be Priced Below Their Intrinsic Value

Jan -14

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European Value Stocks Priced Below Estimated Worth In January 2026

Jan -14

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3 European Stocks Estimated To Be Trading Below Intrinsic Value By Up To 33.2%

Jan -07

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3 European Stocks Estimated To Be Up To 49.9% Below Intrinsic Value

Jan -07

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (7.85%)

6. Segments

Mobile Messaging

Expected Growth: 8%

LINK Mobility Group Holding ASA's 8% growth in Mobile Messaging is driven by increasing demand for omnichannel customer engagement, rising adoption of A2P messaging, and growing need for secure and reliable communication solutions. Additionally, the company's strategic acquisitions and partnerships have expanded its customer base and enhanced its product offerings, contributing to its growth momentum.

Licenses

Expected Growth: 6%

The 6% growth in licenses from LINK Mobility Group Holding ASA is driven by increasing demand for mobile messaging services, expansion into new markets, and strategic partnerships. Additionally, the company's investment in technology and infrastructure has improved its platform's scalability and reliability, attracting more customers and driving revenue growth.

Consulting Services

Expected Growth: 5%

LINK Mobility Group Holding ASA's Consulting Services segment growth is driven by increasing demand for digital transformation, adoption of cloud-based services, and rising need for cybersecurity solutions. Additionally, the company's strategic acquisitions, expansion into new markets, and strong partnerships with key clients contribute to its 5% growth rate.

Payment Services

Expected Growth: 9%

LINK Mobility Group Holding ASA's 9% growth in Payment Services is driven by increasing demand for digital payment solutions, expansion into new markets, strategic partnerships, and investments in technology infrastructure. Additionally, the growing need for secure and efficient payment processing, coupled with the rise of e-commerce and mobile payments, contribute to the segment's growth.

7. Detailed Products

Mobile Messaging

LINK Mobility provides mobile messaging services, enabling businesses to communicate with their customers through SMS, MMS, and RCS.

Omnichannel Messaging

LINK Mobility offers omnichannel messaging solutions, allowing businesses to communicate with customers across multiple channels, including WhatsApp, Facebook Messenger, and more.

CPaaS (Communications Platform as a Service)

LINK Mobility's CPaaS platform enables businesses to build, deploy, and manage their own communication services, including voice, messaging, and video.

IoT (Internet of Things) Connectivity

LINK Mobility provides IoT connectivity solutions, enabling businesses to connect and manage their IoT devices, including smart sensors, trackers, and more.

Identity and Security

LINK Mobility offers identity and security solutions, protecting businesses from fraud and unauthorized access.

8. LINK Mobility Group Holding ASA's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for LINK Mobility Group Holding ASA is moderate, as there are some alternative communication platforms available, but they are not as comprehensive as LINK's services.

Bargaining Power Of Customers

The bargaining power of customers is low, as LINK Mobility Group Holding ASA has a large customer base and provides customized solutions, making it difficult for customers to negotiate prices.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate, as LINK Mobility Group Holding ASA relies on a few key suppliers for its infrastructure and technology, but has some flexibility to negotiate prices.

Threat Of New Entrants

The threat of new entrants is high, as the communication platform market is attractive and has low barriers to entry, making it easy for new companies to enter the market.

Intensity Of Rivalry

The intensity of rivalry is high, as the communication platform market is highly competitive, with many established players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 42.20%
Debt Cost 4.53%
Equity Weight 57.80%
Equity Cost 10.06%
WACC 7.73%
Leverage 73.01%

11. Quality Control: LINK Mobility Group Holding ASA 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

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Orange Belgium

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Value: 5.9

Growth: 4.3

Quality: 2.9

Yield: 0.6

Momentum: 8.5

Volatility: 9.7

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A-Score: 5.0/10

Value: 4.8

Growth: 7.2

Quality: 7.9

Yield: 2.5

Momentum: 0.0

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Helios Towers

A-Score: 4.9/10

Value: 2.4

Growth: 8.4

Quality: 5.0

Yield: 0.0

Momentum: 8.5

Volatility: 5.3

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LINK Mobility

A-Score: 4.4/10

Value: 4.9

Growth: 8.6

Quality: 3.1

Yield: 0.0

Momentum: 7.0

Volatility: 3.0

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RADCOM

A-Score: 4.0/10

Value: 2.6

Growth: 6.8

Quality: 7.4

Yield: 0.0

Momentum: 6.0

Volatility: 1.3

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VEON

A-Score: 3.4/10

Value: 7.6

Growth: 2.0

Quality: 5.6

Yield: 0.0

Momentum: 4.0

Volatility: 1.0

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

32.65$

Current Price

32.65$

Potential

-0.00%

Expected Cash-Flows