Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Sinch AB is a leading global provider of cloud communications platform as a service (CPaaS), enabling businesses to engage customers via messaging, voice, video, email, and omnichannel solutions. Founded in 2008 as CLX Communications in Stockholm, Sweden, it rebranded to Sinch AB in 2019 following strategic acquisitions like Mblox, Pathwire, and MessageMedia, expanding operations to over 60 countries with approximately 4,000 employees. The company facilitates more than 800 billion customer interactions annually for over 175,000 businesses across industries including financial services, healthcare, retail, telecommunications, media, and travel. Key offerings include APIs for conversations, verification, calling, and contact centers, with emphasis on security, GDPR compliance, and innovations like RCS messaging and AI-powered tools. As Europe's largest and the world's second-largest CPaaS provider, listed on Nasdaq Stockholm since 2015, Sinch AB drives scalable digital customer engagement, reporting net sales distributed primarily across North America, Europe, and Asia-Pacific.
kr 37.04
+kr 1.42 (+3.99%)
EOD Jun 25, 2026 · Twelve Data
Operating margin is thin at 4.49%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue declined 5.7% YoY. The question is whether this is cyclical or a structural shift.
At 81x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Free cash flow declined 38% versus the prior year, cash generation momentum has weakened.
80.5x earnings, 14.5x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
kr 26.52B
▼ -5.7% YoY
Net Income (TTM)
kr 368M
▲ +103.4% YoY
Op. Margin
5.05%
▲ +21.7pp YoY
ROIC
1.85%
▲ +11.8pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
kr 1.93B
▼ -38.5% YoY
Op. Cash Flow (TTM)
kr 2.17B
▼ -35.3% YoY
Net Debt
kr 6.35B
Cash & Equiv.
kr 553M
3Y CAGR: -0.8%
3Y CAGR: -8.1%
Continue Research
At a P/E of 80.5 and a price-to-free-cash-flow of 14.5, Sinch AB (SINCH.XSTO) trades below a two-stage DCF intrinsic value of about SEK 120.82 per share, so at SEK 37.04 the stock looks undervalued (226.2% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Sinch AB scores 43/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about SEK 120.82 per share for SINCH.XSTO, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around SEK 90.62. At today's SEK 37.04, that puts the stock about 226.2% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Sinch AB scores 43 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 5.0% operating margin and a 1.8% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. SINCH.XSTO currently trades below its estimated intrinsic value and scores 43/100 on quality (mixed). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.