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Evli Oyj (EVLI.HE)
EUR24.80
-0.10 (-0.40%)
FI HEL Financial Services Asset Management
Address
Aleksanterinkatu 19 101
Helsinki, FI
Helsinki, FI
CEO
Jyri Maunu Olavi Lehtimaki
Website
evli.com
IPO
2022-04-04
ISIN FI4000513437
Description
Headquartered in Helsinki, Finland, Evli Oyj is a Finnish investment services firm that concentrates on providing asset management and diverse advisory services. Its wide array of financial offerings spans private banking, institutional asset oversight, conventional and alternative investment funds, capital market access, tailored structured products, corporate financial guidance, employee incentive and reward programs, and comprehensive investment analysis. The company began its operations in 1985.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
EUR24.80
-0.10 (-0.40%)
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Volume Profile
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Liquidity & share structure
Average Volume
5.8K
Beta
0.45
Float Shares
7.52M
Free Float %
28.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.27% | +0.43% | +1.30% | -6.05% | +4.02% | +0.43% | +26.98% | +24.60% | +26.29% | +249.33% | +178.38% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
24.80
DCF (Unlevered)
45.05
+81.6%
DCF (Levered)
77.75
+213.5%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | -1 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
2.96
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
8 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+13.3% Q1'26: +35.1% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-18.4% Q1'26: +44.4% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+41.0% Q1'26: +208.4% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+41.8% Q1'26: +44.9% (vs Q1'25)
-
ROIC Asset Management: +6.5%+18.2% ★ Q1'26: +99.2% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+0.3% Q1'26: +2.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×2.01× Q1'26: 1.53× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
100.80M
est: 96.10M (+4.9%)
|
114.60M
est: 107.10M (+7.0%)
|
122.30M
est: 123.12M (-0.7%)
|
138.50M
est: 119.66M (+15.7%)
|
128.22M
128.22M – 128.22M
+7.2% YoY
|
134.59M
134.59M – 134.59M
+5.0% YoY
|
141.78M
141.78M – 141.78M
+5.3% YoY
|
148.97M
148.97M – 148.97M
+5.1% YoY
|
| EBITDA |
37.60M
est: 43.62M (-13.8%)
|
48.80M
est: 48.61M (+0.4%)
|
66.70M
est: 56.82M (+17.4%)
|
61.40M
est: 55.22M (+11.2%)
|
59.18M
59.18M – 59.18M
+7.2% YoY
|
62.11M
62.11M – 62.11M
+5.0% YoY
|
65.43M
65.43M – 65.43M
+5.3% YoY
|
68.75M
68.75M – 68.75M
+5.1% YoY
|
| EBIT |
32.60M
est: 28.85M (+13.0%)
|
44.00M
est: 32.15M (+36.9%)
|
63.00M
est: 52.22M (+20.7%)
|
57.90M
est: 50.75M (+14.1%)
|
54.38M
54.38M – 54.38M
+7.2% YoY
|
57.08M
57.08M – 57.08M
+5.0% YoY
|
60.13M
60.13M – 60.13M
+5.3% YoY
|
63.18M
63.18M – 63.18M
+5.1% YoY
|
| Net Income |
20.70M
est: 21.62M (-4.2%)
|
28.80M
est: 30.65M (-6.0%)
|
44.60M
est: 31.58M (+41.2%)
|
36.50M
est: 34.61M (+5.4%)
|
40.32M
40.32M – 40.32M
+16.5% YoY
|
45.34M
45.34M – 45.34M
+12.4% YoY
|
48.44M
48.44M – 48.44M
+6.9% YoY
|
51.43M
51.43M – 51.43M
+6.2% YoY
|
| SGA |
17.70M
est: 12.10M (+46.3%)
|
18.50M
est: 13.48M (+37.2%)
|
19.50M
est: 18.89M (+3.2%)
|
19.10M
est: 18.36M (+4.0%)
|
19.68M
19.68M – 19.68M
+7.2% YoY
|
20.65M
20.65M – 20.65M
+5.0% YoY
|
21.76M
21.76M – 21.76M
+5.3% YoY
|
22.86M
22.86M – 22.86M
+5.1% YoY
|
| EPS |
0.83
est: 0.79 (+5.1%)
|
1.09
est: 1.12 (-2.7%)
|
1.69
est: 1.15 (+46.9%)
|
1.38
est: 1.26 (+9.4%)
|
1.47
1.47 – 1.47
+16.5% YoY
|
1.65
1.65 – 1.65
+12.4% YoY
|
1.77
1.77 – 1.77
+6.9% YoY
|
1.87
1.87 – 1.87
+6.2% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-28 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-27 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-26 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-25 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-22 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-21 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-20 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-19 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-18 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-15 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-13 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-12 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-11 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
119.59M
OE per share TTM
4.34
Owner's Yield
19.49%
Maintenance CapEx ratio
8.18%
Maint CapEx / Avg PPE
8.9%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
Held by 3 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Dimensional - International Vector Equity ETF DXIV | 0.00% | 228.49 | 0.53% |
| 2 | Dimensional - International Core Equity 2 ETF DFIC | 0.00% | 14.9K | 0.22% |
| 3 | Dimensional - International Small Cap ETF DFIS | 0.00% | 457.43 | 0.39% |
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
211.3K
Shares Outstanding
26.48M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jyri Maunu Olavi Lehtimaki | Chief Executive Officer | 1M | male |
| Juho Mikola | Deputy Chief Executive Officer of Financial and Group Administration & Chief Financial Officer | 495.9K | male |
| Kim Pessala | Head of Investment Products & Services | — | male |
| Mari Etholen | Head of HR & Legal Affairs | — | female |
| Mikaela Herrala | Head of Marketing, Communication & Investor Relations | — | female |
| Mona Von Weissenberg | Head of Institutional clients | — | female |
| Esa Pensala | Head of Private clients | — | male |
| Panu Jousimies | Head of Execution & Operations | — | male |
| Kaisa Paatsola | Head of International Business | — | female |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for EVLI.HE
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
