-0.18%
10.79%
20.83%
5.75%
22.98%
-16.75%
-1.23%
AI Spotlight on BILL
Company Description
BillerudKorsnäs AB (publ) provides fiber based packaging materials and solutions in Sweden and internationally.It operates through three segments: Product area Board, Product area Paper, and Solutions & Other.The company offers kraft papers for medical equipment and food packaging sectors; and sack papers for making sacks.
It also provides packaging solutions and systems for brand owners; and manufactures and sells liquid packaging and carton boards, as well as fluting and liners.The company serves packaging manufacturers, brand owners, and large retail and supermarket chains.BillerudKorsnäs AB (publ)was incorporated in 1926 and is headquartered in Solna, Sweden.
Market Data
| Last Price | 114 |
| Change Percentage | -0.18% |
| Open | 114.2 |
| Previous Close | 114.2 |
| Market Cap ( Millions) | 28352 |
| Volume | 370475 |
| Year High | 118.2 |
| Year Low | 86.08 |
| M A 50 | 102.51 |
| M A 200 | 103.4 |
Financial Ratios
| FCF Yield | 2.65% |
| Dividend Yield | 1.75% |
| ROE | 2.25% |
| Debt / Equity | 29.05% |
| Net Debt / EBIDTA | 144.47% |
| Price To Book | 1.04 |
| Price Earnings Ratio | 46.4 |
| Price To FCF | 37.8 |
| Price To sales | 0.68 |
| EV / EBITDA | 7.83 |
News
- Nov -08 - 3 Stocks With Estimated Discounts Up To 49.1% Below Intrinsic Value
- Oct -02 - Billerud And 2 Other Stocks On The Swedish Exchange That May Be Undervalued
- Sep -17 - Billerud And 2 Other Swedish Stocks Possibly Trading Below Fair Value
- Sep -02 - Billerud And 2 Other Swedish Stocks Trading Below Intrinsic Value Estimates
- Aug -16 - 3 Swedish Stocks Estimated To Be Up To 48.6% Below Intrinsic Value
- Jul -26 - Swedish Exchange Highlights: Three Stocks Estimated To Be Undervalued In July 2024
- Jul -25 - Three Swedish Stocks Estimated as Undervalued on the Exchange in July 2024
- Jul -22 - Exploring Value Opportunities on the Swedish Exchange in July 2024
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Region Europe
Expected Growth : 2.5 %
What the company do ?
Region Europe from BillerudKorsnäs AB (publ) refers to the European geographic segment of the Swedish packaging company, encompassing sales and operations in European countries.
Why we expect these perspectives ?
In Europe, BillerudKorsnäs AB (publ) achieves 2.5% growth driven by increasing demand for sustainable packaging, expansion in e-commerce, and growing need for paper-based solutions. Additionally, the region's focus on environmental sustainability and circular economy supports the company's innovative products and services.
Segment n°2 -> Region North America
Expected Growth : 3.5 %
What the company do ?
Region North America from BillerudKorsnäs AB (publ) refers to the geographic area of North America where the company operates, including the United States, Canada, and Mexico.
Why we expect these perspectives ?
In North America, BillerudKorsnäs AB (publ) achieves 3.5% growth driven by increasing demand for sustainable packaging, expansion in e-commerce, and growing need for paper-based solutions in the food and beverage industry. Additionally, the region's focus on environmental sustainability and regulations favoring eco-friendly products contribute to the company's growth.
Segment n°3 -> Solutions & Other
Expected Growth : 2.0 %
What the company do ?
Solutions & Other from BillerudKorsnäs AB (publ) refers to the company's diversified product offerings beyond packaging paper, including specialty papers, and other innovative solutions.
Why we expect these perspectives ?
The 2.0% growth in Solutions & Other segment of BillerudKorsnäs AB (publ) is driven by increasing demand for sustainable packaging solutions, expansion into new markets, and strategic partnerships. Additionally, the company's focus on innovation and R&D investments in paper-based packaging solutions also contribute to the growth.
Segment n°4 -> Currency Hedging etc.
Expected Growth : 1.5 %
What the company do ?
Currency hedging is a risk management strategy used by BillerudKorsnäs AB (publ) to mitigate foreign exchange risks, ensuring stable cash flows and profitability.
Why we expect these perspectives ?
BillerudKorsnäs AB (publ) achieves 1.5% growth driven by effective currency hedging strategies, mitigating exchange rate risks. Strong demand for sustainable packaging solutions, increasing e-commerce sales, and strategic acquisitions also contribute to growth. Additionally, operational efficiency improvements and cost savings initiatives support the company's expansion.
Billerudkorsnäs Ab (Publ) Products
| Product Range | What is it ? |
|---|---|
| Paperboard | A dense and stiff paperboard used for packaging of premium products such as cosmetics, chocolates, and pharmaceuticals. |
| Cartonboard | A high-quality cartonboard used for packaging of food, beverages, and other consumer goods. |
| Kraft Paper | A strong and durable kraft paper used for packaging of heavy-duty items such as furniture and machinery. |
| Fluting | A lightweight and strong fluting used as a middle layer in corrugated packaging. |
| Sack Paper | A strong and durable sack paper used for packaging of cement, chemicals, and other industrial products. |
| Medical Papers | A range of medical papers used for medical packaging, diagnosis, and treatment. |
BillerudKorsnäs AB (publ)'s Porter Forces
Threat Of Substitutes
The threat of substitutes for BillerudKorsnäs AB (publ) is medium due to the availability of alternative packaging materials, such as plastic and glass. However, the company's focus on sustainable packaging solutions and its strong brand reputation help to mitigate this threat.
Bargaining Power Of Customers
The bargaining power of customers is low due to the company's strong relationships with its customers and its ability to provide customized packaging solutions that meet their specific needs.
Bargaining Power Of Suppliers
The bargaining power of suppliers is medium due to the company's dependence on a few large suppliers for raw materials. However, the company's long-term contracts and strategic partnerships help to mitigate this risk.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the packaging industry, including the need for significant capital investment and the complexity of the manufacturing process.
Intensity Of Rivalry
The intensity of rivalry is high due to the competitive nature of the packaging industry, with many established players competing for market share. However, BillerudKorsnäs AB (publ) differentiates itself through its focus on sustainability and innovation.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 21.55% |
| Debt Cost | 3.95% |
| Equity Weight | 78.45% |
| Equity Cost | 6.07% |
| WACC | 5.61% |
| Leverage | 27.46% |
BillerudKorsnäs AB (publ) : Quality Control
BillerudKorsnäs AB (publ) passed 3 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| MNDI.L | Mondi plc engages in the manufacture and sale of packaging and paper products in Africa, Western Europe, Emerging Europe, Russia, North America, South America, Asia, and Australia. It operates in … |
| NVG.LS | The Navigator Company, S.A. manufactures and markets pulp and paper products. The company operates through Market Pulp, UWF Paper, Tissue Paper, and Energy segments. It produces bleached eucalyptus kraft pulp, … |
| STERV.HE | Stora Enso Oyj provides renewable solutions for the packaging, biomaterials, wooden constructions, and paper industries worldwide. It operates through Packaging Materials, Packaging Solutions, Biomaterials, Wood Products, Forest, Paper, and Other … |
| SCA-B.ST | Svenska Cellulosa Aktiebolaget SCA (publ), a forest products company, develops, produces, and sells forest, wood, pulp, and containerboard products. The company offers various wood products, industrial components, standard wood products, … |
| HOLM-B.ST | Holmen AB (publ) produces and sells paperboards, papers, wood products, and renewable energy in Sweden, Germany, the United Kingdom, France, Italy, rest of Europe, Asia, and internationally. The company's Forest … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Navigator
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Mondi
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Holmen
A-Score
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4
BillerudKorsnäs
A-Score
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5
Stora Enso
A-Score
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6
