Maintenance and modernization recurring revenue base provides stability
Historical revenue CAGR 1.0% (2022-2025) with forward 3.1% growth anchor
Trailing EBIT margin 11.8% supports steady-state target near 12%
Suurin riski
TK Elevator acquisition integration costs and execution risk
Cyclical exposure to construction and real estate activity
Currency translation and emerging market exposure
Muutos
No material change in core assumptions versus prior day model.
Arvostusoletukset
CLAUDE
DEEPSEEK
GEMINI
GPT
GROK
Liikevaihdon CAGR 5V
5.5%
4.5%
3.5%
3.5%
4.0%
EBIT-marginaalitavoite
13.0%
12.5%
12.5%
12.5%
12.0%
WACC
8.6%
7.0%
6.5%
8.5%
6.5%
Terminaalikasvu
2.0%
2.0%
2.0%
2.0%
2.0%
Mitä markkinahinta edellyttäisi?
Oletus
AI-konsensus
Markkinahinta implikoi
Liikevaihdon CAGR (5v)
4.0%
1.0%
-3.0pp
EBIT-marginaalitavoite
12.5%
9.3%
-3.2pp
WACC
7.0%
8.3%
+1.2pp
Perustuu spot-hintaan 54.50 € ja raakaan DCF-malliin (ilman kattoja ja kalibrointia).
Tunnusluvut
EBIT-marginaali11.8%
EBITDA-marginaali13.5%
ROE33.7%
Nettovelka / EBITDA-0.3x
P/E29.9x
EV / EBITDA18.1x
P/B12.3x
Analyytikkojen vaihteluväli46.00 – 82.00
KONE Oyj, together with its subsidiaries, engages in the elevator and escalator business worldwide. The company provides elevators, escalators, automatic building doors, and integrated access control solutions, as well as maintenance and modernization solutions. It also offers KONE Office Flow, a modular connected people flow solution that delivers personalized access and enhanced user experiences in workplaces; health and well-being solutions for elevators, escalators, and doors; KONE Access, an access control system, which is integrated with elevator system and building doors; KONE Destination, a destination control system that reduce waiting and travel times; KONE infotainment, a communication channel for building tenants and visitors; and monitoring solutions that enable real-time inspection of elevators and escalators. In addition, the company provides people flow planning and consulting services; solutions for special buildings and large projects; cybersecurity solutions; and energy solutions for greener buildings. It also offers hands-on, immersive training to technicians, engineers, and service professional through a training center in Egypt. KONE Oyj was founded in 1908 an
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 KNEBV.
Avaintekijä: High-margin service and maintenance contracts generate strong recurring cash ...
AI-konsensusarvio 77.71 42.6% yli nykyhinnan.
Mallien yksimielisyys on korkea (0.72).
Analyytikkokonsensus: 59.75 (AI +30.1%).
Pessimistinen (min)
56.35 €
3.4%
Perus (mediaani)
77.71 €
+42.6%
Optimistinen (max)
80.36 €
47.4%
Bear/Base/Bull: mallien oma haarukka (12 kk:n arvot)