Röko AB is a Stockholm-listed asset manager, and its revenue is driven by management fees on the funds it runs rather than by balance sheet risk. Revenue grew 30.9% over the latest period, with a 45.1% gross margin and a 16.2% operating margin, which points to a fee base that scales faster than the cost of running it. The stock trades on a trailing P/E of 35.5, a premium that only makes sense if that growth persists, so the question for a PM is whether fund inflows and fee rates can keep compounding at this pace. Return on equity of 13.4% is respectable rather than exceptional for the sector, and with no forward earnings estimate in the data, the valuation rests entirely on trailing numbers. Worth a deeper look to test the durability of the growth and the sustainability of the margins, not yet a conclusion on value.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | kr 1800 | first publication | kr 1904 |
| 22 Oct 2026, 13:04 CEST | Fair value | kr 688 | first publication | kr 1904 |
| 22 Oct 2026, 13:04 CEST | Rating | Overvalued | first publication | kr 1904 |
Answered from Röko AB (publ) fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| ROKO-B.ST Röko AB (publ) | kr 2145.00 | kr 688 | 212% above | 35.5x | 13.4% | 76 | 63 |
| TATAINVEST.NS Tata Investment Corporation Limited | ₹564.65 | - | - | 93.3x | - | 100 | 39 |
| CORFICOLCF.CL Corficolombiana ordinary | COP 20700.00 | - | - | 13.1x | 7.0% | 45 | 70 |
| BURE.ST Bure Equity AB (publ) | kr 290.40 | kr 301 | 4% below | 4.3x | 21.8% | 95 | 85 |
| PFCORFICOL.CL Corficolombiana preferred | COP 18120.00 | - | - | 12.1x | 7.0% | 45 | 68 |
| KINV-A.ST Kinnevik AB | kr 70.00 | - | - | - | -22.9% | 64 | 32 |
| 360ONE.NS 360 One Wam Limited | ₹1047.00 | - | - | 35.4x | 12.7% | 76 | 46 |
Where ROKO-B.ST ranks against its sector peers on each metric.