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← CockpitCompetitor Analysis › LINK.OL LINK Mobility Group Holding ASAOpen in the cockpit ↗

LINK Mobility Group Holding ASALINK.OLCompetitor analysis, valuation and peers

Norway · NOK·Information Technology›Packaged Software
Momentum weak 36
Mkt cap
$771M
US dollars, full cap
Free float
85%
of shares outstanding
$/day
$2.36M
20-day average traded
Fwd P/E
16.1×
forward earnings
ROIC−WACC
-1.1 pp
WACC 6.7%
Hurdle
-9 pp
Req g minus delivered
Next earnings
97 days
11 Feb 2027
Close · NOKNOK 25.12
1D-3.9%
1W+1.6%
1M+6.9%
3M-3.8%
6M-9.0%
YTD-25.9%
1Y-13.4%
ATR %3.7%
52w lowhigh30.2% off high

What LINK Mobility does

Employees: 699

LINK Mobility at a glance

Size LINK Mobility (LINK.OL) is a Norway Information Technology company (Packaged Software) with a market value of $771M, the 69th largest of 115 Norway companies the cockpit tracks. Shares closed at NOK 25.12 on 6 Nov 2026.

Performance Over six months the shares fell 9.0%, against -11.3% for the median peer and +2.7% for the Norway market (cap-weighted) — 10th highest of 21 in its peer set.

Growth Revenue grew 15.8% over the last twelve months (peer median +1.4%); the operating margin is 6.5% (peer median 6.6%).

Valuation It trades at 16.1× forward earnings against a peer median of 21.7× (7th cheapest of 16).

Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -9 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 1.1 points below its cost of capital (6.7% WACC).

Credit LINK Mobility has 2 bonds outstanding ($251M).

Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026LINK.OL 90Peer median 90
Six months, rebased to 100: LINK Mobility against the median of its 20 peers (local-currency closes).

LINK Mobility financials

Reported figures in NOK; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNOK 8.05BNOK 7.08BNOK 6.99BNOK 6.28BNOK 4.91B
Revenue growth—+1%+11%+28%—
Gross profitNOK 859MNOK 706MNOK 638MNOK 425MNOK 343M
EBITDANOK 1.03BNOK 778MNOK 663MNOK 492MNOK 391M
Net incomeNOK 295MNOK 84.6MNOK 256MNOK 67.3M-NOK 151M
Free cash flowNOK 451MNOK 556MNOK 487MNOK 567MNOK 272M
Capital expenditureNOK 194MNOK 206MNOK 150MNOK 116MNOK 132M
Total debtNOK 2.69BNOK 2.66BNOK 3.51BNOK 4.06BNOK 3.89B

Quarterly statements and history in the cockpit →

LINK Mobility competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-40%-20%0%+20%MNTN3881INTELLECTDYVOX300533PHREVPL44327822603636LSSCCSI300451688479TRUE-B300561002777BMBL3765002298LINK.OL6-month return →1-month return →
Up and to the right = strong over both horizons. LINK Mobility is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%0×50×100×MNTNINTELLECTDYVOXEVPL7822603636LSSCCSI300451TRUE-B002777BMBL3765LINK.OLRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. LINK Mobility is the large dot.

Capital: growth delivered against growth the price implies

0%+50%+100%0%50%100%MNTNINTELLECTDYVOX300533PHR44327822603636LSSCCSI002777BMBLLINK.OLGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. LINK Mobility is the large dot.

LINK Mobility competitors and peer comparison

How LINK Mobility compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

LINK Mobility against its 20 peers (data as of 6 Nov 2026)
MeasureLINK.OLPeer medianRank in peer set
1-month return+6.9%+0.1%7th highest of 21
6-month return-9.0%-11.3%10th highest of 21
Distance from 52-week high-30.2%-40.9%7th highest of 21
Revenue growth (TTM)+15.8%+1.4%5th highest of 21
Operating margin6.5%6.6%11th highest of 21
Forward P/E16.1×21.7×7th cheapest of 16
Growth the price implies (Req g, 7 yrs)5.7%9.4%7th least demanding of 15
Growth delivered (Del g)+14.9%+15.8%7th lowest of 15
Hurdle (Req g minus delivered)-9.2 pp-14.0 pp7th most demanding of 15
ROIC minus cost of capital-1.1 pp-3.3 pp8th highest of 19
EV / EBITDA8.9×10.0×5th cheapest of 13
Net debt / EBITDA1.9×-0.9×2nd most indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
LINK Mobility LINK.OLNorway$771M-9%+16%6%16.1×5.7%+14.9%
MNTN MNTNUnited States$776M-38%+21%15%10.3×0.2%+41.0%
CiDi 3881.HKHong Kong$777M-43%+139%-48%n/an/an/a
Intellect Design Arena INTELLECT.NSIndia$766M-34%+17%12%17.0×28.1%+15.2%
Dynavox DYVOX.STSweden$778M-14%+10%13%24.0×7.6%+22.5%
Shenzhen Bingchuan Network 300533.SZChina$763M-18%-5%-10%n/a4.7%+46.0%
Phreesia PHRUnited States$783M+24%+13%5%22.2×13.4%+26.4%
Everplay EVPL.LUnited Kingdom$784M+52%+1%15%11.6×13.9%+14.9%
WingArc1st 4432.TJapan$755M+29%+15%30%15.4×-7.6%+11.1%
V5 Technologies 7822.TWTaiwan$788M-59%+188%37%15.9×-1.8%+114.4%
Linewell Software 603636.SSChina$755M-2%-42%-111%22.4×16.4%-11.5%
Lectra LSS.PAFrance$754M+10%-6%6%21.7×12.6%+16.5%
Consensus Cloud Solutions CCSIUnited States$791M+27%+1%42%7.0×-2.5%+1.1%
B-Soft 300451.SZChina$792M-22%-21%-75%115.0×n/an/a
Yonyou Auto Information Technology (Shanghai) 688479.SSChina$793M-9%+1%2%n/an/an/a
Truecaller TRUE-B.STSweden$750M+69%-16%19%24.7×11.3%+31.2%
SGSG Science & Technology Co., Ltd. Zhuhai 300561.SZChina$749M-14%+13%-40%n/an/an/a
Sichuan Jiuyuan Yinhai Software 002777.SZChina$746M-22%-13%4%46.9×31.2%+1.3%
Bumble BMBLUnited States$798M+65%-13%28%8.0×-10.5%+10.7%
Gungho Online Entertainment 3765.TJapan$798M-3%-6%7%31.5×n/an/a
Anhui ZhongDianXinLong Science and Technology 002298.SZChina$799M-21%-29%-17%n/an/an/a

LINK Mobility bonds and credit

LINK Mobility has 2 bonds outstanding with $251M face value.

Every bond, yield and spread in the cockpit →

Questions

Which companies are LINK Mobility's closest peers?
The cockpit's peer set: MNTN (MNTN), CiDi (3881.HK), Intellect Design Arena (INTELLECT.NS), Dynavox (DYVOX.ST), Shenzhen Bingchuan Network (300533.SZ), Phreesia (PHR), Everplay (EVPL.L), WingArc1st (4432.T).
Is LINK Mobility expensive compared with its peers?
On forward p/e it trades at 16.1× against a peer median of 21.7×, 7th cheapest of 16 in its peer set. For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -9 pp: the price already allows for a slowdown.
How has LINK Mobility stock performed?
Over six months to 6 Nov 2026 the shares returned -9.0% against -11.3% for the median peer; over one year -13.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.