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Beijer Ref (OM:BEIJ B) shares reacted to a busy update, as the company reported full year 2025 results, a higher proposed dividend of SEK 1.50 per share, and an upcoming change in board leadership.
See our latest analysis for Beijer Ref.
At a share price of SEK132.05, Beijer Ref has a 1-day share price return of 1.69% and a 7-day share price return of 2.76%, but a 30-day share price return of 10.02% decline and a year-to-date share price return of 10.26% decline. The 1-year total shareholder return of 19.63% decline contrasts with a 5-year total shareholder return of 24.35%, suggesting recent momentum has faded compared to longer term performance as investors weigh the latest earnings, dividend proposal and upcoming board change.
If this update has you thinking about where else capital could work for you, now might be a good time to check out our 103 top founder-led companies as a fresh source of ideas.
With earnings, net income and the proposed dividend all moving in the same direction while the share price has pulled back over 10% year to date, is Beijer Ref now trading below its worth, or is the market already pricing in future growth?
Most Popular Narrative: 2.5% Overvalued
With Beijer Ref last closing at SEK132.05 against a narrative fair value of SEK128.82, the gap is small, but the story behind that number is anything but simple according to alex30free.
• The Pricing View: At around 5% FCF EV (multiple of 20), the market is pricing Beijer Ref as a compounder. This assumes they can maintain double-digit growth for the next 5–10 years via the US roll-up strategy!
Want to see what kind of growth engine needs to sit behind that label of compounder? The narrative leans on expansion, margin lift and a punchy profit multiple. Curious which specific cash flow and growth paths are being baked into that story, and how they connect back to that SEK128.82 fair value?
Result: Fair Value of SEK128.82 (OVERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, the story can be challenged if US margin improvement stalls or if refrigerant regulation timing forces costly inventory write downs that squeeze profitability.
Find out about the key risks to this Beijer Ref narrative.
Build Your Own Beijer Ref Narrative
If you look at the numbers and reach a different conclusion, or simply prefer to test your own view against the data, you can build a custom Beijer Ref narrative in just a few minutes with Do it your way .
A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Beijer Ref.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include BEIJ-B.ST .
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