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1. Company Snapshot

1.a. Company Description

Knowit AB (publ), a consultancy company, provides digital solutions in the Nordic region.The company operates through four segments: Solutions, Experience, Connectivity, and Insight.It offers services in the areas of product and service development, security, and cloud services; Website and mobile solutions, analysis and insight, E-commerce, digital marketing and CRM, and design and branding; and digital transformation and innovation, system development and management, data driven operations and analytics, and system solution and platform.


The company also provides services in the areas of working capital and supply chain management; finance transformation; digital human resource and payroll; digitalization and IT operations; sourcing and procurement; growth and digital strategies; profitability programs and management; and commercial excellence and pricing strategy.In addition, it offers digital and agile transformation; automation and data analytics; project management; realization and implementation; quality management; organizational development and design; and change leadership and management solutions.It serves banking and finance, insurance, energy, manufacturing, life science and medical, manufacturing, media and education, public, retail and services, and telecom sectors.


The company was formerly known as Know IT AB (publ.) and changed its name to Knowit AB (publ) in April 2012.Knowit AB (publ) was incorporated in 1990 and is headquartered in Stockholm, Sweden.

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1.b. Last Insights on KNOW

Knowit's recent performance is driven by its strong growth prospects, with earnings projected to grow 31.2% per year, outpacing the Swedish market's 12.6% rate. The company's revenue is expected to rise 4% annually, slightly above the market average. Despite margin pressure, with net profit margin slipping to 1.3% from 2.7% last year, Knowit's growth narrative remains intact. Its trading price is significantly below an estimated fair value, suggesting potential for revaluation.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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3 Undervalued European Small Caps With Insider Action

Dec -02

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3 Top Undervalued European Small Caps With Recent Insider Activity

Oct -28

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Knowit AB (FRA:KOW) Q3 2025 Earnings Call Highlights: Navigating Challenges with Strategic Growth

Oct -27

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Knowit (OM:KNOW) Margin Worsens to 1.3%, Challenging High-Growth Narrative

Oct -25

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Societe Generale: shares & voting rights as of 31 August 2025

Sep -09

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Vaisala Corporation: Share Repurchase 9.9.2025

Sep -09

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Assessing Acciona (BME:ANA)'s Valuation After Recent Subtle Moves

Sep -09

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Deutsche Bank (XTRA:DBK): Assessing Valuation After a Period of Quiet Share Price Momentum

Sep -09

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (3.33%)

6. Segments

Solutions

Expected Growth: 3.5%

Knowit AB's 3.5% growth is driven by increasing demand for digital transformation services, expansion into new markets, and strategic acquisitions. The company's expertise in IT consulting, cybersecurity, and data analytics has enabled it to capitalize on the growing need for businesses to adapt to digitalization. Additionally, its strong presence in the Nordic region has provided a solid foundation for further expansion.

Experience

Expected Growth: 2.8%

Knowit AB's 2.8% growth is driven by increasing demand for digital transformation services, expansion into new markets, and strategic acquisitions. The company's expertise in IT consulting, cybersecurity, and data analytics has enabled it to capitalize on the growing need for businesses to adapt to digitalization. Additionally, its strong client relationships and efficient delivery models have contributed to its steady growth.

Connectivity

Expected Growth: 3.2%

Knowit AB's 3.2% growth is driven by increasing demand for digital transformation, cloud adoption, and cybersecurity services. Strong partnerships with leading tech companies, strategic acquisitions, and a skilled workforce have enabled the company to capitalize on these trends. Additionally, investments in emerging technologies such as AI, IoT, and 5G have positioned Knowit for future growth.

Insight

Expected Growth: 3.8%

Knowit AB's 3.8% growth is driven by increasing demand for digital transformation services, expansion into new markets, and strategic acquisitions. The company's strong position in the Nordic region, coupled with its expertise in cloud, data analytics, and cybersecurity, has enabled it to capitalize on the growing need for IT consulting services.

Other

Expected Growth: 2.5%

Knowit AB's 2.5% growth is driven by increasing demand for digital transformation services, expansion into new markets, and strategic acquisitions. The company's strong position in the Nordic region, coupled with its expertise in cloud, data analytics, and cybersecurity, enables it to capitalize on the growing need for IT consulting services.

7. Detailed Products

Digital Transformation

Knowit AB (publ) offers digital transformation services to help businesses adapt to the digital age. This includes strategy development, process optimization, and technology implementation.

Cloud and Infrastructure Services

Knowit AB (publ) provides cloud and infrastructure services, including cloud migration, infrastructure design, and managed services. This helps businesses optimize their IT infrastructure and reduce costs.

Cybersecurity Services

Knowit AB (publ) offers cybersecurity services, including threat detection, vulnerability assessment, and penetration testing. This helps businesses protect themselves from cyber threats and ensure compliance with regulations.

Data Analytics and AI

Knowit AB (publ) provides data analytics and AI services, including data strategy, data science, and AI implementation. This helps businesses gain insights from their data and make data-driven decisions.

Application Development and Maintenance

Knowit AB (publ) offers application development and maintenance services, including custom application development, application modernization, and application management.

8. Knowit AB (publ)'s Porter Forces

Forces Ranking

Threat Of Substitutes

Knowit AB (publ) operates in a niche market with limited substitutes, but there are some alternatives available, making the threat of substitutes moderate.

Bargaining Power Of Customers

Knowit AB (publ) has a diverse customer base, and no single customer has significant bargaining power, reducing the bargaining power of customers.

Bargaining Power Of Suppliers

Knowit AB (publ) relies on a few key suppliers, but there are alternative suppliers available, making the bargaining power of suppliers moderate.

Threat Of New Entrants

The IT consulting industry is highly competitive, and new entrants can easily enter the market, posing a significant threat to Knowit AB (publ)'s market share.

Intensity Of Rivalry

The IT consulting industry is highly competitive, with many established players, leading to a high intensity of rivalry among competitors.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 20.88%
Debt Cost 7.26%
Equity Weight 79.12%
Equity Cost 9.01%
WACC 8.65%
Leverage 26.40%

11. Quality Control: Knowit AB (publ) passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Sygnity

A-Score: 4.9/10

Value: 0.9

Growth: 6.7

Quality: 8.6

Yield: 0.0

Momentum: 10.0

Volatility: 3.0

1-Year Total Return ->

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Stock-Card
Gofore

A-Score: 4.8/10

Value: 5.4

Growth: 9.0

Quality: 5.9

Yield: 4.4

Momentum: 0.5

Volatility: 3.7

1-Year Total Return ->

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Stock-Card
Wavestone

A-Score: 4.5/10

Value: 5.6

Growth: 7.3

Quality: 6.9

Yield: 0.6

Momentum: 2.5

Volatility: 4.0

1-Year Total Return ->

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Stock-Card
Knowit

A-Score: 4.5/10

Value: 6.5

Growth: 4.6

Quality: 4.8

Yield: 5.0

Momentum: 1.0

Volatility: 5.0

1-Year Total Return ->

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Stock-Card
SeSa

A-Score: 4.2/10

Value: 6.2

Growth: 7.8

Quality: 4.2

Yield: 0.6

Momentum: 4.0

Volatility: 2.7

1-Year Total Return ->

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Stock-Card
Exsitec Holding

A-Score: 3.8/10

Value: 2.2

Growth: 8.7

Quality: 5.4

Yield: 1.2

Momentum: 1.5

Volatility: 3.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

112.0$

Current Price

112$

Potential

-0.00%

Expected Cash-Flows