Cibus Real Estate owns and manages a portfolio of Swedish grocery-anchored and convenience retail properties, with rents largely tied to food retailers and everyday service tenants, which gives it unusually high gross (83.9%) and operating (77.5%) margins for a property company. Its edge is the defensive nature of that tenant base: groceries are recession-resistant, and long leases with inflation-linked escalations support steady cash flow. Revenue is growing at 13.4%, and the forward P/E of 136.9 against a trailing 11.3 signals that earnings are expected to move sharply, so the key question for the near term is whether that step-change in profitability materializes or reflects one-off or accounting effects. At a 10.4B SEK market cap, the name is mid-sized for the Stockholm property sector, with an ROE of only 8.6% reflecting the heavy balance sheet typical of real estate. This is worth a deeper look to test the forward earnings gap and the quality of the rental income before any conclusion is drawn.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | kr 127 | first publication | kr 127 |
| 22 Oct 2026, 14:04 CEST | Fair value | kr 141 | first publication | kr 127 |
| 22 Oct 2026, 14:04 CEST | Rating | Fairly valued | first publication | kr 127 |
Answered from Cibus Real Estate AB (publ) fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| CIBUS.ST Cibus Real Estate AB (publ) | kr 128.25 | kr 141 | 9% below | 11.4x | 8.6% | 71 | 52 |
| PLAN.SW Plazza AG | CHF 425.00 | CHF 311 | 37% above | 13.7x | 9.9% | 81 | 57 |
| LLC.AX Lendlease Group | A$2.40 | - | - | - | -15.0% | 22 | 34 |
| FPAR-D.ST FastPartner AB (publ) | kr 70.30 | kr 57 | 23% above | 44.2x | 2.2% | 68 | 47 |
| ZUGN.SW Zug Estates Holding AG | CHF 2210.00 | CHF 1767 | 25% above | 17.6x | 5.9% | 81 | 45 |
| DIOS.ST Diös Fastigheter AB (publ) | kr 57.65 | kr 67 | 14% below | 7.2x | 7.5% | 76 | 59 |
| HIAG.SW HIAG Immobilien Holding AG | CHF 131.80 | CHF 87 | 52% above | 8.6x | 13.0% | 86 | 70 |
Where CIBUS.ST ranks against its sector peers on each metric.