Swedish Logistic Property owns and develops warehouse and distribution property in Sweden, leasing it to logistics tenants on long contracts rather than selling it on. Its edge is the scarcity of well-located modern logistics stock near Stockholm and other major Swedish transport hubs, which keeps occupancy high and lets it push rents as leases roll. Revenue growth of 22.7% and an operating margin of 87.9% reflect that rental model, with most of the top line dropping to operating profit. The stock trades at 11.9 times trailing earnings but 17.2 times forward, so the market is pricing in an earnings dip before growth resumes, which is worth testing against the development pipeline and the lease-up schedule. A 9.3 billion SEK market cap and no index membership mean the name sits outside the usual passive flows, so liquidity and any index-inclusion event deserve a look before sizing a position.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | kr 34.40 | first publication | kr 32.90 |
| 22 Oct 2026, 13:04 CEST | Rating | Overvalued | first publication | kr 32.75 |
| 22 Oct 2026, 13:04 CEST | Fair value | kr 27.10 | first publication | kr 32.75 |
Answered from Swedish Logistic Property AB fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| SLP-B.ST Swedish Logistic Property AB | kr 34.10 | kr 27 | 26% above | 12.4x | 11.2% | 76 | 59 |
| SBB-D.ST Samhällsbyggnadsbolaget i Norden AB (publ) | kr 6.15 | - | - | 87.9x | 2.7% | 49 | 29 |
| PLAZ-B.ST Platzer Fastigheter Holding AB (publ) | kr 62.60 | kr 70 | 11% below | 9.2x | 6.2% | 76 | 58 |
| IRSA.BA IRSA Inversiones y Representaciones SA | ARS 2395.00 | - | - | 4.6x | 18.1% | 91 | 62 |
| LOGI-B.ST Logistea AB (publ) | kr 14.08 | kr 14 | 3% below | 8.1x | 10.3% | 76 | 59 |
| NP3.ST NP3 Fastigheter AB (publ) | kr 224.50 | kr 220 | 2% above | 8.7x | 15.6% | 81 | 63 |
| ALTRA.ST Altra Fastigheter AB (publ) | kr 76.00 | kr 95 | 20% below | 12.7x | 5.2% | 76 | 60 |
Where SLP-B.ST ranks against its sector peers on each metric.