Intense competition in Finnish telecom market could compress ARPU and limit pricing pow…
High capex intensity (~12.4% of revenue) for 5G and fiber rollout constrains free cash …
Muutos
All four core assumptions are unchanged from the prior model run. The fundamental picture — stable Finnish telecom wi…
Arvostusoletukset
CLAUDE
DEEPSEEK
GEMINI
GPT
GROK
Liikevaihdon CAGR 5V
2.5%
1.8%
1.8%
1.8%
2.0%
EBIT-marginaalitavoite
21.0%
21.0%
20.6%
21.5%
21.0%
WACC
6.9%
6.5%
7.0%
6.5%
7.0%
Terminaalikasvu
2.0%
2.0%
2.0%
2.0%
2.0%
Mitä markkinahinta edellyttäisi?
Oletus
AI-konsensus
Markkinahinta implikoi
Liikevaihdon CAGR (5v)
1.8%
0.7%
-1.1pp
EBIT-marginaalitavoite
21.0%
18.5%
-2.5pp
WACC
6.9%
7.4%
+0.5pp
Perustuu spot-hintaan 35.44 € ja raakaan DCF-malliin (ilman kattoja ja kalibrointia).
Tunnusluvut
EBIT-marginaali20.6%
EBITDA-marginaali31.9%
ROE27.3%
Nettovelka / EBITDA2.1x
P/E16.6x
EV / EBITDA10.0x
P/B4.3x
Analyytikkojen vaihteluväli26.50 – 50.00
Elisa Oyj provides telecommunications, information and communication technology (ICT), and online services in Finland, rest of Europe, and internationally. It operates through two segments: Consumer Customers and Corporate Customers. The company offers consumers with telecommunications and communications services, including fixed and mobile subscriptions, supplementary digital services, cable TV subscriptions, and entertainment services, as well as IT and communication solutions. It provides sedApta, supply chain management and operational planning software; camLine, an automation, MES, and data analytics software; CalcuQuote, a integrated software for sourcing, quoting, procurement, and supplier collaboration; and TenForce, a platform to strengthen safety culture and operational oversight across complex industrial environments. It also offers Polystar, an intelligent network analytics and optimization software. The company markets its solutions under Elisa IndustrIQ brand. Further, it provides Gridle, an AI-powered energy flexibility optimization service; and Elisa Kotiakku, that smooths out spikes in electricity spot prices and stores electricity generated by solar panels. In add
Lähde: Yahoo Finance
Tilaa sähköpostiuutisetIlmainen · Ei roskapostia · Peruuta milloin vain · Tietosuoja
AI Investor Barometer · 2026-10-16
Kaikki sisältö on tekoälymallien tuottamaa ja voi sisältää virheitä. Tämä on kokeellinen työkalu — ei sijoitusneuvontaa, -tutkimusta eikä -suositusta. Tietoa · Metodologia · Käyttöehdot · Tietosuoja
5 viidestä AI-mallia on positiivisia ELISA.
Avaintekijä: Historical revenue CAGR of ~2.0% (2022–2025: €2,129M→€2,257M) remains the pri...
AI-konsensusarvio 45.96 29.7% yli nykyhinnan.
Mallien yksimielisyys on korkea (0.91).
Analyytikkokonsensus: 38.84 (AI +18.3%).
Pessimistinen (min)
43.17 €
21.8%
Perus (mediaani)
45.96 €
+29.7%
Optimistinen (max)
47.30 €
33.5%
Bear/Base/Bull: mallien oma haarukka (12 kk:n arvot)