Securitas (SECU-B)
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Bull
Bear
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Signal
HOLD
Sentiment
7/10
Risk
4/10
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Sentiment is more mixed: improved profitability and cash flow are supportive, but zero organic growth in Q1 and weaker top-line in North America/Tech & Solutions keep skepticism elevated, making Q2 a key validation point.
Exchange
Nasdaq Stockholm
Type
Industrials
Sector
Security services and security solutions
Market Cap
$9.5B
Market sentiment
Sentiment is more mixed: improved profitability and cash flow are supportive, but zero organic growth in Q1 and weaker top-line in North America/Tech & Solutions keep skepticism elevated, making Q2 a key validation point.
Why HOLD ?
Hold: Q1 confirms margin/cash-flow uplift and deleveraging, but the growth profile remains the key risk. Wait for signs of re-acceleration (especially North America and Tech & Solutions) and for the Liferaft/tech shift to translate into organic growth.
- Maintain the position; consider adding only if Q2 shows clearer organic growth/order momentum, or if the stock weakens further without breaking the margin and cash-flow trend.
Recent News
- Securitas reported Q1 2026 (28 Apr): adjusted EBITA margin ~7.0% (up from 6.7%), organic growth 0% (~+2% excluding the SCIS government business wind-down) and EPS benefited from a capital gain on the sale of Global Elite Group in the US. Cash flow improved sharply (CFO ~SEK 978m; free cash flow ~SEK 178m) and net debt/EBITDA fell to ~2.2x. The share dropped ~4–5% post-report on growth concerns. The AGM is on 29 Apr and a SEK 2.65 dividend is paid on 7 May (ex-date around 30 Apr). The Liferaft acquisition (SaaS threat intelligence) is highlighted as a step toward more recurring revenue.
Bull case
- **Q1 2026** may confirm continued margin strength after reaching ~**8% operating margin**.
- Further improvement in **net debt/EBITDA** could support valuation.
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Bear case
- Contract exits/renegotiations may **weigh on organic growth** in the near term.
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Catalysts
16 Jun 2026 — Capital Markets Day
Dilution Risk
Assessment: Low
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The information on this page does not constitute investment advice. AI-generated analyses may contain errors. Always conduct your own research before making investment decisions. Firelda.ai is not responsible for any potential losses.