Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

HEL/EQV1V stock hub

HEL/EQV1V has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

401.6M

Nasdaq Helsinki

Market data

Live price

Current market quote for this ticker.

Current price

HEL/EQV1V

In the news

Latest news · HEL/EQV1V

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E16.1

P25 n/aP50 n/aP75 n/a

Trailing P/E18.6

P25 n/aP50 n/aP75 n/a

ROE41.5

P25 n/aP50 n/aP75 n/a

ROIC51.4

P25 n/aP50 n/aP75 n/a

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All HEL/EQV1V market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

242

Groups with data

Currency

EUR

Showing 242 of 242 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Country	Finland
Country code	FI
Employees	119
Employees Change	6%
Employees Change Percent	5.31
Enterprise value	EUR 383.6M
Exchange	Nasdaq Helsinki
Financial currency	EUR
First seen	2026-05-10
Industry	Asset Management
Isin	FI0009009617
Last refreshed	2026-05-10
Market cap	EUR 401.6M
Price	EUR 9.7
Price currency	EUR
Rev Per Employee	480,357.72x
Sector	Financials
Sic	6799
Symbol	hel/EQV1V
Website	https://www.eq.fi

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	5.34%
EV Earnings	17.9x
EV/EBIT	13.82x
EV/EBITDA	13.28x
EV/FCF	17.31x
EV/Sales	6.49x
FCF yield	5.52%
Forward P/E	16.1x
P/B ratio	7.68x
P/E ratio	18.63x
P/S ratio	6.8x
PE Ratio10 Y	21.7x
PE Ratio3 Y	20.6x
PE Ratio5 Y	22.5x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	46.98%
EBITDA Margin	47.2%
FCF margin	37.5%
Gross margin	98.96%
Gross Profit	EUR 58.5M
Gross Profit Growth	-7.74%
Gross Profit Growth Q	1.29%
Gross Profit Growth3 Y	-7.52%
Gross Profit Growth5 Y	-1.41%
Net Income	EUR 21.4M
Net Income Growth	-14.24%
Net Income Growth Q	-3.66%
Net Income Growth Years	0%
Net Income Growth3 Y	-14.17%
Net Income Growth5 Y	-5.38%
Pretax Margin	45.94%
Profit Margin	36.27%
Profit Per Employee	EUR 174,211
Profitable Years	16
ROA	18.26
Roa5y	24.07
ROCE	33.23
ROE	41.47
Roe5y	40.77
ROIC	51.4
Roic5y	66.02

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	10.72%
Cagr15y	18.26%
Cagr1y	-16.23%
Cagr20y	11.57%
Cagr3y	-16.37%
Cagr5y	-9.96%
Div CAGR10	0.39%
Div CAGR3	9.14%
Div CAGR5	-12.26%
EPS Growth	-11.92
EPS Growth Years	0
EPS Growth3 Y	-14.01
EPS Growth5 Y	-5.41
FCF Growth	-11.65%
FCF Growth Q	-45.37%
FCF Growth3 Y	-10.1%
FCF Growth5 Y	-6.66%
OCF Growth	-10.95%
OCF Growth Q	-44.9%
OCF Growth10 Y	4.48%
OCF Growth3 Y	-10.16%
OCF Growth5 Y	-6.67%
Revenue Growth	-7.69x
Revenue Growth Q	1.23x
Revenue Growth Years	0x
Revenue Growth3 Y	-7.42x
Revenue Growth5 Y	-1.36x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	EUR 0.62
Assets	EUR 91.9M
Cash	EUR 20.7M
Current Assets	EUR 38.2M
Current Liabilities	EUR 8.4M
Debt	EUR 2.6M
Debt EBITDA	EUR 0.09
Debt Equity	EUR 0.05
Debt FCF	EUR 0.12
Equity	EUR 52.3M
Interest Coverage	254.7
Liabilities	EUR 39.6M
Long Term Assets	EUR 53.7M
Long Term Liabilities	EUR 31.3M
Net Cash	EUR 18.1M
Net Cash By Market Cap	EUR 4.5
Net Cash Growth	2.23%
Net Debt EBITDA	EUR -0.65
Net Debt Equity	EUR -0.35
Net Debt FCF	EUR -0.82
Tangible Book Value	EUR 23.1M
Tangible Book Value Per Share	EUR 0.56
WACC	5.94

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	4.57
Net Working Capital	EUR 10.4M
Quick ratio	4.57
Working Capital	EUR 29.9M
Working Capital Turnover	EUR 1.77

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	2.64%
Dividend Growth	-21.21%
Dividend Growth Years	0%
Dividend per share	EUR 0.52
Dividend Years	15
Dividend Yield	5.36%
Ex Div Date	2026-10-06
Last Dividend	EUR 0.26
Payout Frequency	Semi-Annual
Payout Ratio	127.54%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	176.79%
1Y total return	-16.22%
200-day SMA	11.26
3Y total return	-41.52%
50-day SMA	10.25
50-day SMA vs 200-day SMA	50under200
5Y total return	-40.82%
All Time High	30.95
All Time High Change	-68.66%
All Time High Date	2021-09-06
All Time Low	1.2
All Time Low Change	708.33%
All Time Low Date	2001-09-21
ATR	0.19
Beta	0.31
Beta1y	-0.04
Beta2y	0.11
Ch YTD	-12.22
High	9.78
High52	13.7
High52 Date	2025-08-15
High52ch	-29.2%
Low	9.7
Low52	9.58
Low52 Date	2026-04-28
Low52ch	1.25%
Ma50ch	-5.4%
Price vs 200-day SMA	-13.85%
RSI	35.54
RSI Monthly	31.46
RSI Weekly	31.04
Sharpe ratio	-0.61x
Sortino ratio	-0.68
Total Return	8%
Tr YTD	-9.96
Tr15y	1,138.31%
Tr1m	-3.96%
Tr1w	-2.41%
Tr3m	-10.36%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	EUR 27.8M
Operating Income Growth	-12.68
Operating Income Growth Q	-4.49
Operating Income Growth3 Y	-13.45
Operating Income Growth5 Y	-4.72
Operating margin	46.98

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	14,377,619%
Net Borrowing	-1,052,000
Shares Insiders	22.97%
Shares Institutions	20.94%
Shares Out	41,407,198
Shares Qo Q	-4.57%
Shares Yo Y	-2.64%

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	EUR 22.2M
Average Volume	4,711.65x
Bv Per Share	1.26
CAPEX	EUR -238,000
Ch10y	68.7
Ch15y	438.9
Ch1m	-3.96
Ch1w	-2.41
Ch1y	-20.49
Ch20y	223.3
Ch3m	-12.61
Ch3y	-49.16
Ch5y	-52.91
Ch6m	-11.42
Change	-0.61%
Change From Open	-0.61
Close	9.76
Days Gap	0
Depreciation Amortization	132,000
Dollar Volume	26,413.1
Earnings Date	2026-04-28
EBIT	EUR 27.8M
EBITDA	EUR 27.9M
EPS	EUR 0.52
F Score	4
FCF	EUR 22.2M
FCF EV Yield	5.78x
FCF Per Share	EUR 0.54
Financing CF	-28,381,000
Fiscal Year End	December
Founded	2,000
Graham Number	3.84586
Graham Upside	-60.35
Income Tax	EUR 5.7M
Investing CF	-240,000
Is Primary Listing	1
Last Earnings Date	2026-04-28
Last Report Date	2026-03-31
Last Split Date	2005-04-11
Last Split Type	Reverse
Lynch Fair Value	EUR 2.6
Lynch Upside	-73.16
Ma150	10.77
Ma150ch	-9.91%
Ma20	9.99
Ma20ch	-2.85%
Net CF	-6,223,000
Next Earnings Date	2026-08-04
Open	9.76
P FCF Ratio	18.13
P OCF Ratio	17.93
Payment Date	2026-10-14
Position In Range	0
Ppne	2,496,000
Price Date	2026-05-08
Price EBITDA	EUR 14.4
Ptbv Ratio	17.42
Relative Volume	0.59x
Revenue	59,084,000x
Tax By Revenue	9.68x
Tax Rate	21.06%
Tr20y	793.14%
Tr6m	-9.13%
Volume	2,723
Z Score	9.33

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

HEL/EQV1V dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+5.4%

$0.52 annual per share

Payout ratio

+127.5%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

-12.3%

0 consecutive years of growth

Total shareholder yield

+8.0%

Next ex-dividend date: 2026-10-06

Performance

HEL/EQV1V stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns HEL/EQV1V?

Insider, institutional, and short-interest positioning.

Institutional ownership

+20.9%

Share of float held by funds and institutions

Insider ownership

+23.0%

Stake held by company insiders. Higher generally signals alignment.

Short interest

n/a

Float sold short by bearish positioning

Y/Y dilution

-2.6%

Negative means the company is buying back shares.

Technical

HEL/EQV1V momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

35.5

Neutral momentum band

Price vs 200-day MA

-13.8%

50/200-day relationship not available

Beta (5Y)

0.31

Less volatile than the market

Sharpe ratio

-0.61

Risk-adjusted return — higher is better; >1.0 is solid.

Questions

About HEL/EQV1V

Hub-level FAQ points readers to the deeper analysis pages.

What is the current hel/EQV1V stock rating?

hel/EQV1V is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full hel/EQV1V analysis?

The full report lives at /stocks/hel/EQV1V/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for hel/EQV1V?

The latest report frames hel/EQV1V around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the hel/EQV1V page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.