Stock & Portfolio Analysis
Rigorous, independent single-name research for precise portfolio decisions — from a concise company profile to a deep, bespoke institutional valuation.
Three fixed-price tiers. One clear, documented conclusion you can act on.
A second opinion, built to institutional standards
Before you add to a position, trim it or let it run, an independent view pays for itself. Nordische Vermögensverwaltung researches individual stocks with the same discipline we apply to discretionary mandates — and hands you a clear conclusion rather than open-ended commentary.
A genuine second opinion
Independent equity research to pressure-test a holding before you buy, hold or sell — free of any product agenda.
Institutional methodology
The same multiples, discounted-cash-flow and scenario discipline we apply across our managed portfolios.
A decision you can defend
Every report closes with a documented buy, hold or sell conclusion — and the reasoning behind it.
From question to verdict in three steps
A straightforward process with a fixed fee agreed up front — no retainer, no open-ended mandate.
Tell us the company
Send us the stock or holding you want assessed and the depth of analysis you need. We confirm scope and the fixed fee before any work begins.
We research independently
Our analysts build the report from primary sources, financial statements and our own valuation models — without ties to any issuer or product provider.
You receive a clear verdict
You receive a structured report and, at Premium, a personal call — with a defensible conclusion and the assumptions laid out in full.
Three tiers, one fixed price
Choose the depth that fits the decision. Every fee is one-off and quoted excluding VAT.
- Concise company profile and business model
- Key figures: revenue, profit, margin and P/E
- High-level valuation: under- or overvalued
- Opportunities and risks at a glance
- Clear conclusion: buy, hold or sell tendency
- Everything in Basic, expanded
- Detailed multi-year financial analysis
- Competitive and peer-group review
- Sector and market context
- Valuation models: multiples and simplified DCF
- Best, base and worst-case scenarios
- Everything in Standard, in depth
- Full DCF model with sensitivity analysis
- Management and strategy assessment
- Macro and sector-trend analysis
- Risk analysis with stress scenarios
- Personal call, Q&A or presentation
- Tailored to your portfolio
Fixed one-off fees, shown excluding VAT. Need something in between? We will tailor the scope.
Clarity before you commit capital
Request a non-binding proposal
Tell us what you would like analysed and we will come back with scope, timing and a fixed fee.
Not sure which tier fits your decision?
Tell us about the holding and your objective — we will recommend the right depth of analysis, with the fee agreed before any work starts.