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Taaleri Oyj (TAALA.HE)

EUR7.30 +0.08 (+1.11%)
FI HEL Financial Services Asset Management
Address Kasarmikatu 21 B 130
Helsinki, FI
CEO Ilkka Laurila
IPO 2013-04-25
ISIN FI4000062195

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Description

Taaleri Oyj is a publicly traded holding company focused on asset management. It serves a broad client base, including private individuals, institutional investors, and corporate clients. Through its various subsidiaries, the firm delivers wealth management and trading solutions. It is also responsible for launching and overseeing a range of mutual funds, which concentrate on equity, fixed income, and real estate investments. These subsidiaries strategically allocate capital into global public equity, fixed income, and real estate markets. The company was previously named Taaleritehdas Oyj and is based in Helsinki, Finland, with additional offices throughout Finland in Tampere, Turku, Pori, Oulu, and Lahti.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
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
Averages
Trend
Price
Levels
Draw
EUR7.30 +0.08 (+1.11%)
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Volume Profile
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Liquidity & share structure
Average Volume
15.5K
Beta
0.91
Float Shares
14.91M
Free Float %
52.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.80% -0.40% +2.33% +3.03% +2.05% -4.10% +3.03% -26.52% -34.10% -18.52% +149.33%
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
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
7.30
DCF (Unlevered) 12.54 +71.8%
DCF (Levered) 11.24 +54.0%

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 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
3.06
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    +2.2% Q1'26: +11.2% (vs Q1'25)
  • EPS growth Asset Management: +22.7%
    -41.2% Q1'26: +95.1% (vs Q1'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    +40.5% Q1'26: +21.5% (vs Q1'25)
  • EBIT margin Asset Management: +50.6%
    +46.0% Q1'26: +19.7% (vs Q1'25)
  • ROIC Asset Management: +6.5%
    +9.8% Q1'26: +3.0% (vs Q1'25)
  • Share dilution Asset Management: +0.0%
    +0.8% Q1'26: -0.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    0.04× Q1'26: 0.14× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.93) × ERP
WACC = 99% × Ke + 1% × Kd (30.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 12.45 Current price: 7.30
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
3 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Dec 2028
3 Rev. Ana.
3 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Revenue
38.20M
est: 58.40M (-34.6%)
41.96M
est: 62.69M (-33.1%)
62.84M
est: 76.73M (-18.1%)
58.66M
est: 73.15M (-19.8%)
58.11M
est: 67.62M (-14.1%)
29.24M
est: 67.45M (-56.7%)
49.94M
est: 63.63M (-21.5%)
62.22M
est: 63.57M (-2.1%)
52.09M
est: 57.45M (-9.3%)
54.88M
est: 67.35M (-18.5%)
56.06M
est: 60.07M (-6.7%)
60.47M
57.74M – 63.82M
+0.7% YoY
63.99M
61.47M – 66.01M
+5.8% YoY
69.85M
69.84M – 69.85M
+9.1% YoY
69.19M
66.27M – 72.18M
-0.9% YoY
EBITDA
51.15M
est: 32.20M (+58.9%)
20.04M
est: 34.56M (-42.0%)
32.06M
est: 42.31M (-24.2%)
28.02M
est: 40.33M (-30.5%)
22.26M
est: 37.28M (-40.3%)
10.42M
est: 37.19M (-72.0%)
29.57M
est: 35.09M (-15.7%)
28.24M
est: 35.05M (-19.4%)
32.86M
est: 30.35M (+8.3%)
39.72M
est: 35.58M (+11.7%)
26.90M
est: 31.73M (-15.2%)
31.94M
30.50M – 33.71M
+0.7% YoY
33.80M
32.47M – 34.87M
+5.8% YoY
36.90M
36.89M – 36.90M
+9.1% YoY
36.55M
35.01M – 38.13M
-0.9% YoY
EBIT
50.28M
est: 31.23M (+61.0%)
18.65M
est: 33.52M (-44.4%)
30.74M
est: 41.03M (-25.1%)
26.84M
est: 39.11M (-31.4%)
19.60M
est: 36.16M (-45.8%)
9.65M
est: 36.07M (-73.3%)
28.79M
est: 34.03M (-15.4%)
27.40M
est: 33.99M (-19.4%)
32.25M
est: 28.90M (+11.6%)
38.85M
est: 33.88M (+14.6%)
25.80M
est: 30.22M (-14.6%)
30.42M
29.05M – 32.11M
+0.7% YoY
32.19M
30.93M – 33.21M
+5.8% YoY
35.14M
35.13M – 35.14M
+9.1% YoY
34.81M
33.34M – 36.31M
-0.9% YoY
Net Income
42.46M
est: 13.79M (+208.0%)
12.66M
est: 12.07M (+4.9%)
21.45M
est: 21.11M (+1.6%)
21.63M
est: 16.42M (+31.7%)
11.08M
est: 12.64M (-12.4%)
12.87M
est: 11.78M (+9.3%)
136.09M
est: 21.30M (+539.0%)
20.60M
est: 20.94M (-1.6%)
22.99M
est: 19.20M (+19.7%)
28.06M
est: 26.98M (+4.0%)
16.62M
est: 17.23M (-3.6%)
13.87M
11.92M – 16.09M
-19.5% YoY
17.43M
14.76M – 25.12M
+25.7% YoY
22.70M
19.78M – 26.68M
+30.2% YoY
24.72M
23.37M – 26.11M
+8.9% YoY
SGA
5.83M
est: 6.18M (-5.7%)
7.53M
est: 6.64M (+13.4%)
7.43M
est: 8.12M (-8.5%)
8.66M
est: 7.74M (+11.8%)
9.87M
est: 7.16M (+37.9%)
4.49M
est: 7.14M (-37.1%)
5.65M
est: 6.74M (-16.1%)
4.47M
est: 6.73M (-33.5%)
5.26M
est: 4.60M (+14.4%)
4.92M
est: 5.39M (-8.7%)
1.37M
est: 4.81M (-71.5%)
4.84M
4.62M – 5.11M
+0.7% YoY
5.12M
4.92M – 5.28M
+5.8% YoY
5.59M
5.59M – 5.59M
+9.1% YoY
5.54M
5.30M – 5.78M
-0.9% YoY
EPS
1.53
est: 0.48 (+221.1%)
0.45
est: 0.42 (+7.9%)
0.76
est: 0.73 (+4.2%)
0.76
est: 0.57 (+33.9%)
0.39
est: 0.44 (-10.8%)
0.45
est: 0.41 (+10.5%)
0.75
est: 0.74 (+1.9%)
0.73
est: 0.72 (+0.9%)
0.81
est: 0.68 (+19.2%)
1.00
est: 0.93 (+8.1%)
0.59
est: 0.56 (+4.7%)
0.50
0.41 – 0.55
-10.5% YoY
0.66
0.51 – 0.86
+31.0% YoY
0.82
0.68 – 0.92
+24.0% YoY
0.85
0.80 – 0.90
+3.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 4/5 3/5 5/5 4/5 2/5 3/5
2026-05-08 A- 4/5 4/5 3/5 5/5 4/5 2/5 3/5
2026-05-07 A- 4/5 4/5 3/5 5/5 4/5 2/5 3/5
2026-05-06 A- 4/5 4/5 3/5 5/5 4/5 2/5 3/5
2026-05-05 A- 4/5 4/5 3/5 5/5 4/5 2/5 3/5
2026-05-04 A- 4/5 4/5 3/5 5/5 4/5 2/5 3/5
2026-04-30 A- 4/5 4/5 3/5 5/5 3/5 2/5 3/5
2026-04-29 A- 4/5 4/5 3/5 5/5 3/5 2/5 3/5
2026-04-28 A- 4/5 4/5 3/5 5/5 3/5 2/5 3/5
2026-04-27 A- 4/5 4/5 3/5 5/5 3/5 2/5 3/5
2026-04-24 A- 4/5 4/5 3/5 5/5 3/5 2/5 3/5
2026-04-23 A- 4/5 4/5 3/5 5/5 3/5 2/5 3/5
2026-04-22 A- 4/5 4/5 3/5 5/5 3/5 2/5 3/5
2026-04-21 A- 4/5 4/5 3/5 5/5 3/5 3/5 3/5
2026-04-20 A- 4/5 4/5 3/5 5/5 3/5 3/5 3/5
2026-04-17 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-04-16 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
11.65M
OE per share TTM
0.41
Owner's Yield
5.49%
Maintenance CapEx ratio
13.30%
Maint CapEx / Avg PPE
4.0%

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 8 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Dimensional - International Small Cap ETF DFIS 0.00% 253.8K 0.39%
2 Dimensional - International Small Cap Value ETF DISV 0.00% 152.4K 0.42%
3 Dimensional - International Vector Equity ETF DXIV 0.00% 2.1K 0.53%
4 Dimensional - International Core Equity 2 ETF DFIC 0.00% 111.2K 0.22%
5 Dimensional World ex U.S. Core Equity 2 ETF DFAX 0.00% 89.1K 0.28%
6 Avantis Responsible International Equity ETF AVSD 0.00% 3.4K 0.23%
7 Avantis International Equity ETF AVDE 0.00% 24.0K 0.23%
8 Dimensional - International Core Equity Market ETF DFAI 0.00% 0.18%

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
201.6K
Shares Outstanding
28.17M

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

NameTitleCompensationGender
Ilkka Laurila Chief Executive Officer 462.9K male
Kalle Miettinen Chief Information Officer male
Lauri Lipsanen Chief Financial Officer male
Linda Tierala Head of IR, Communications & Sustainability female
Marjatta Rytömaa MD of Bioindustry & Member of the Executive Management female
Merja Kouznetsov Human Resources Manager
Mikko Krootila Managing Director of Real Estate Business male
Pasi Erlin General Counsel male
Taamir Fareed Senior Advisor & Development male
Tapani Harjunen Chief Executive Officer of Matti-Ovi Ltd male
Henrik Allonen Chief Executive Officer of Garantia Insurance Company male
Timo Teivaanmaki CEFA Head of Institutional Sales male
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

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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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits