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.
Smartoptics Group ASA is a Norway-based holding company specializing in innovative optical networking solutions and devices for the era of open networking. It operates through three key segments: Communication Service Providers offering wholesale transport services, Internet Content Providers including cloud and co-location operators, and Enterprises supporting non-telecom connectivity needs. The company's product portfolio encompasses flexible open-line systems, modular transponders and muxponders, optical transceivers, passive filters, multiplexers, and the SoSmart software suite for multi-vendor management. These solutions enable metro, regional, and access networks, promoting vendor flexibility, cost efficiency, and scalability while addressing surging bandwidth demands from AI-driven data centers. Serving a global customer base of telecom operators, cloud providers, governments, internet exchanges, and thousands of enterprises across Americas, EMEA, and APAC, Smartoptics emphasizes open standards, smart design principles, and ambitious support services. Founded in 2006 as a Scandinavian challenger, it partners with leaders like Cisco and Dell, maintaining ISO certifications and a workforce of around 132 employees headquartered in Oslo.
$5.00
+$0.36 (+7.76%)
Price from 6 days ago
Operating margin is thin at 9.01%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue up 35.9% YoY with margins expanding 3.1pp.
At 117x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
117.0x earnings, 103.8x 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)
$84M
▲ +35.9% YoY
Net Income (TTM)
$5M
▲ +15.9% YoY
Op. Margin
9.55%
▲ +3.1pp YoY
ROIC
17.25%
▲ +9.3pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$5M
▲ +59.7% YoY
Op. Cash Flow (TTM)
$6M
▲ +37.7% YoY
Net Debt
-$6M
Net Cash Position
Cash & Equiv.
$7M
3Y CAGR: +9.5%
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