Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
KIT.OL
STRONG BUYAPPROVEKitron ASA · Technology · Norway · $2.7B · Avg Vol: $6M/d
Kitron is a premier European EMS provider perfectly positioned to capture the structural shift toward nearshoring. As defense, medical, and industrial automation customers pull manufacturing out of Asia, Kitron's highly automated regional facilities are seeing structural demand growth. Its high-mix/low-volume model yields superior ROIC compared to legacy high-volume EMS peers, making it a rare quality compounder in the manufacturing space.
COMPANY DESCRIPTION
Kitron ASA is a leading Scandinavian Electronics Manufacturing Services (EMS) company, providing development, manufacturing, and lifecycle services for electronics. The company's competitive moat is its deep technical expertise in high-reliability sectors, including defense, aerospace, medical devices, and industrial automation. It is a highly specialized, regional market leader with a global manufacturing footprint spanning Europe, Asia, and North America.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 69M | 84M | 70M | 80M | 4.8% |
| EPS | 0.02 | 0.03 | 0.02 | 0.02 | 16.3% |
| Shares | 198M | 198M | 199M | 216M | +9.5% |
| Debt | 20M | 18M | 18M | 12M | -14.2% |
| Equity | 15M | 20M | 22M | 34M | 29.9% |
| Op CF | 2M | 6M | 5M | 10M | 72.9% |
| Inv CF | -10M | -2M | -930,189 | -1M | — |
| Fin CF | 7M | -3M | -3M | 2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of KIT.OL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| KIT.OL | Kitron ASA(you) | $2.7B | 97 | STRONG BUY |
| ATEA.OL | Atea ASA | $2.0B | 95 | STRONG BUY |
| PEXIP.OL | Pexip Holding ASA | $869M | 98 | STRONG BUY |
| AUTO.OL | AutoStore Holdings Ltd. | $4.8B | 84 | STRONG BUY |
| PLT.OL | poLight ASA | $176M | 25 | SELL |
| NOD.OL | Nordic Semiconductor ASA | $4.3B | 78 | BUY |
| NORBT.OL | Norbit ASA | $1.3B | 81 | STRONG BUY |
| SMOP.OL | Smartoptics Group ASA | $679M | 93 | STRONG BUY |
| BOUV.OL | Bouvet ASA | $525M | 75 | BUY |
| ENSU.OL | Ensurge Micropower ASA | $65M | 1 | STRONG SELL |
Peer medians: ROE 7.1% · P/E 27.3x · Gross margin 48.2%