Market cap kr 39.2BNext earnings 2026-11-25Updated Oct 17, 2026
Our verdict
Trades 52% above our fair value
Price
kr 189.30
Model fair valueConfidence: medium
kr 124
Only one of our models could value this stock with confidence, so use it as a guide.
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Valued as a mature, profitable company: Discounted cash flow and Dividend discount.
ACCE opinionRockwool A/S (ROCK-B.CO)
Fair value
Not available
ACCE price target
kr 165
Rating
Not rated
Horizon
12 months
ACCE price target published on 10 Oct 2026, 00:00 CEST.
Price used: kr 189 at the close on 23 Oct 2026, 17:00 CEST.
Models: Discounted cash flow and Dividend discount.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
30
out of 100
1-year return
-19.6%
Dividend yield
2.16%
Rockwool A/S in four questions
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Overview
ACCE thesis
Rockwool makes stone wool insulation for buildings and industrial applications, along with engineered stone wool products used in roofing, facades, acoustics and fire protection. Its structural case rests on demand for energy-efficient construction and fire-safe building materials, where stone wool's non-combustibility gives it an edge over many foam alternatives. Forward earnings at 12.9x look modest for a company with a 66.8% gross margin, though the data here shows no revenue growth and zero reported operating margin, so the margin and growth figures need checking against the filings before any view forms. The composite score of 28/100 and absence from any index suggest the quantitative profile is weak at present, which argues for verifying the reported numbers and understanding why the operating line is blank before spending more time on the name.
⚠ Investor warnings · 2 flagsAI-assisted·How I use AI
high
Earnings miss
Latest quarter (Q2 2026) EPS came in 12.4% below consensus. Reported margin and earnings-growth fields are zero, so the data is incomplete and the miss cannot be checked against a margin trend.
moderate
Weak long-run revenue growth
Five-year revenue CAGR is -0.3%, so the top line has been flat to slightly shrinking over the period. ACCE score of 28/100 reflects weak quality and value signals.
AI research notes
AI-assisted·How I use AIWritten Oct 14, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Free cash flow over the last twelve months was EUR 405M, a strong cash return on the business.
The shares offer a free cash flow yield of 8.0%, and the stock trades at 12.6 times forward earnings.
Analysts' mean price target of DKK 229.66 sits 23.1% above the current share price.
Why it could disappoint
Revenue shows no growth at all this year, and the five-year average is slightly negative at -0.3% per year.
The latest quarter missed expectations, with earnings per share of 0.40 against 0.46 expected, a 12.4% shortfall.
Net margin of 0.0% and return on equity of 0.0% mean the business is not currently turning sales into profit for shareholders.
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Valuation
INVESTOR
Where ROCK-B.CO's valuation models land
Price
kr 189.30
Model fair valueConfidence: medium
kr 124
Model
Fair value
Upside
Discounted cash flow
Dividend discount
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Quality
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Wall Street consensus
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