Loomis (OM:LOOMIS) Names New CFO On A Narrative That Still Looks Fully Valued

Simply Wall St · 2d ago

Loomis (OM:LOOMIS) has drawn fresh attention after appointing Tobias Hägglöv as its new Chief Financial Officer and Group Management member, effective 14 September 2026, succeeding outgoing CFO Johan Wilsby.

See our latest analysis for Loomis.

Loomis shares, which last closed at SEK492.2, have seen a 30 day share price return of 11.01% and a year to date share price return of 29.12%. The 5 year total shareholder return of 120.12% points to momentum that has built over a longer period as investors react to management changes and the broader cash handling and payments story.

If this kind of steady execution appeals to you, it can be worth widening the lens to see which other companies stand out in our screener of 108 top founder-led companies

After Loomis stock’s strong recent run and a share price still sitting below analyst targets and some fair value estimates, is the market rightly cautious, or leaving too much of a discount on the table?

Most Popular Narrative: 1.1% Overvalued

The most followed Loomis narrative sees fair value at SEK486.7, slightly below the last close at SEK492.2. This puts the stock just above that narrative anchor while still leaning heavily on its cash handling and digital transition story.

The Base Value (Cash Handling): This is a Cash Cow. It generates a massive 8-9% Free Cash Flow yield. If you believe cash will simply exist for another 20 years, the current price is a bargain

Read the complete narrative.

Curious how this cash engine, the automation roll out and Loomis Pay are blended into one valuation story? The underlying model leans on specific revenue growth, margin resilience and a future earnings multiple that might surprise you. The full narrative spells out exactly which assumptions pull Loomis toward that SEK486.7 fair value line.

Result: Fair Value of SEK486.7 (OVERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, Loomis still faces real pressure points, including a faster shift toward cashless payments in key markets and the potential for margin strain if future acquisitions prove expensive.

Find out about the key risks to this Loomis narrative.

Another View on Loomis: DCF Versus Narrative Fair Value

The user generated Loomis narrative pegs fair value at SEK486.7, calling the stock slightly overvalued at the current SEK492.2 share price. Our DCF model provides a very different perspective, with a future cash flow value of SEK1,601.17 per share, indicating that the stock trades well below that estimate.

When one framework suggests only a small premium to fair value and the SWS DCF model points to a wide gap, it puts the focus squarely on assumptions about cash longevity, margins and Loomis Pay’s long term role. The key question is which lens to rely on when those inputs are so hard to pin down in advance.

Look into how the SWS DCF model arrives at its fair value.

LOOMIS Discounted Cash Flow as at Jul 2026
LOOMIS Discounted Cash Flow as at Jul 2026

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Loomis for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 211 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

Next Steps

With Loomis, the story clearly has both fans and critics, so it may be useful to move quickly from reading to checking the numbers for yourself and weigh up the 3 key rewards and 1 important warning sign

Looking for more investment ideas beyond Loomis?

If Loomis has sharpened your appetite for opportunities, do not stop here. Broaden your watchlist with other focused ideas that could suit your style and risk tolerance.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.