Arlandastad Group develops industrial and logistics property around Stockholm Arlanda airport, building and selling or leasing the premises that tenants in aviation-adjacent logistics and light manufacturing need. The moat is location: land and entitlements near a major hub are scarce, and the business sits on a 2.2 billion SEK market cap with a trailing P/E of 11.2 and revenue growth of 11.0%. Margins are thin for a developer, with a 19.4% gross margin and 9.9% operating margin, and ROE of only 4.5%, so the case rests on whether the development pipeline converts into cash and returns on the capital it ties up. The reason to look now is the combination of double-digit top-line growth and a modest multiple, though the data here does not include a forward P/E or a specific pipeline schedule, and those are the first things to pull before going further.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | kr 34.00 | first publication | kr 34.60 |
Answered from Arlandastad Group AB (publ) fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| AGROUP.ST Arlandastad Group AB (publ) | kr 34.30 | - | - | 11.1x | 4.5% | 56 | 55 |
| CEV.MC Compañía Española de Viviendas en Alquiler S.A. | €8.40 | €12 | 31% below | 5.7x | 8.1% | 85 | 59 |
| SOCOVESA.SN Socovesa | CLP 155.10 | - | - | - | -4.7% | 21 | 47 |
| NXI.PA Nexity SA | €4.35 | - | - | - | -10.0% | 30 | 36 |
| BESQAB.ST Besqab AB (publ) | kr 24.00 | - | - | 80.0x | 4.4% | 42 | 46 |
| INS.DE Instone Real Estate Group SE | €5.92 | €11 | 47% below | 5.4x | 8.1% | 49 | 56 |
| CTIO.BA Consultatio SA | ARS 1725.00 | - | - | - | -4.6% | 40 | 49 |
Where AGROUP.ST ranks against its sector peers on each metric.