B3 Consulting Group: A consultant with a capital return mission - ABG

Balanced mix of growth and profitability
'23e-'25e EBITA CAGR of 12%
Fair value range of SEK 160-220


Diversified sector exposure with attractive verticals

B3 Consulting Group offers a diversified set of IT consulting services across profitable, high-growth verticals and caters to most sectors in the Swedish economy, implying a healthy mix of both cyclical and non-cyclical exposure. In the long run, we believe that the business is poised to benefit from high structural demand for skilled IT services professionals and historically low growth in IT consulting prices, as the total supply of IT specialists in the market is relatively low.

Länk till analysen i sin helhet: https://cr.abgsc.com/foretag/b3-consulting-group/Equity-research/2023/3/b3-consulting-group---a-consultant-with-a-capital-return-mission/