Swedish discount variety retail chain selling home goods, garden, leisure and household products at low prices.
Swedish discount variety retail chain selling home goods, garden, leisure and household products at low prices.
Buys goods directly from manufacturers, mostly in Asia, and sells them through large out-of-town stores, so profit is the gap between low purchase cost and shelf price multiplied by volume. Sales peak with the garden season and Christmas. Sweden carries the business, with stores also in Norway, Finland and Germany.
In one line: A Nordic discount variety retailer like a smaller Five Below/Big Lots.
Moat: narrow (cost advantage, scale, distribution). Low-cost sourcing (largely Asia) and growing store network support a discount value proposition, though retail is competitive.
Headquarters: Uppsala, Sweden · Founded: 1985 · Employees: 5,337
Size Rusta (RUSTA.ST) is a Sweden Consumer Discretionary company (Specialty Stores) with a market value of $1.28B, the 118th largest of 221 Sweden companies the cockpit tracks. Shares closed at SEK 81.45 on 6 Nov 2026.
Performance Over six months the shares fell 16.6%, against +1.9% for the median peer and +8.2% for the Sweden market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue grew 8.2% over the last twelve months (peer median +5.6%); the operating margin is 7.5% (peer median 5.0%).
Valuation It trades at 18.7× forward earnings against a peer median of 15.9× (7th most expensive of 18).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -5 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.0 points above its cost of capital (6.7% WACC).
Next results Next results expected around 8 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | SEK 12.9B | SEK 12.6B | SEK 11.8B | SEK 11.1B | SEK 10.2B |
| Revenue growth | — | +7% | +6% | +9% | — |
| Gross profit | SEK 4.88B | SEK 4.50B | SEK 4.15B | SEK 3.89B | SEK 3.35B |
| EBITDA | SEK 2.01B | SEK 1.86B | SEK 1.74B | SEK 1.65B | SEK 1.33B |
| Net income | SEK 591M | SEK 549M | SEK 476M | SEK 408M | SEK 261M |
| Free cash flow | SEK 1.57B | SEK 1.31B | SEK 807M | SEK 1.27B | SEK 847M |
| Capital expenditure | SEK 501M | SEK 480M | SEK 396M | SEK 165M | SEK 172M |
| Total debt | SEK 5.41B | SEK 5.43B | SEK 5.64B | SEK 5.72B | SEK 5.93B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Rusta RUSTA.ST | $1.28B | -17% | +8% | 8% | 18.7× | 2.5% |
| Clas Ohlson CLAS-B.ST | $3.49B | +33% | +10% | 13% | 23.7× | 6.8% |
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.
| Measure | RUSTA.ST | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.4% | +1.3% | 6th highest of 21 |
| 6-month return | -16.6% | +1.9% | 6th lowest of 21 |
| Distance from 52-week high | -22.3% | -27.4% | 9th highest of 21 |
| Revenue growth (TTM) | +8.2% | +5.6% | 9th highest of 21 |
| Operating margin | 7.5% | 5.0% | 9th highest of 20 |
| Forward P/E | 18.7× | 15.9× | 7th most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | 2.5% | -0.3% | 6th most demanding of 17 |
| Growth delivered (Del g) | +7.3% | +4.7% | 7th highest of 17 |
| Hurdle (Req g minus delivered) | -4.8 pp | -5.0 pp | 8th most demanding of 17 |
| ROIC minus cost of capital | +4.0 pp | +3.2 pp | 9th highest of 19 |
| EV / EBITDA | 8.6× | 7.3× | 5th most expensive of 13 |
| Net debt / EBITDA | 2.4× | 1.4× | 7th most indebted of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Rusta RUSTA.ST | Sweden | $1.28B | -17% | +8% | 8% | 18.7× | 2.5% | +7.3% |
| SILICON 2 257720.KS | South Korea | $1.30B | -39% | +55% | 19% | 7.2× | -14.8% | +62.2% |
| Chengdu Fusen Noble-House Industrial 002818.SZ | China | $1.26B | -8% | -22% | 42% | 11.2× | -2.7% | -1.0% |
| Nextage 3186.T | Japan | $1.25B | -26% | +24% | 4% | 11.2× | -0.1% | +22.0% |
| Kidswant Digital Technology 301078.SZ | China | $1.24B | -25% | +5% | 5% | 21.8× | -0.6% | +4.2% |
| Bilia BILI-A.ST | Sweden | $1.37B | +9% | +1% | 3% | 14.6× | 0.9% | +6.0% |
| Sun Art Retail 6808.HK | Hong Kong | $1.37B | -24% | -10% | 0% | n/a | 1.6% | -9.4% |
| MarineMax HZO | United States | $1.16B | +21% | -6% | 2% | 32.8× | n/a | n/a |
| Sinomach Automobile 600335.SS | China | $1.16B | -14% | -11% | 2% | n/a | -10.9% | -4.2% |
| Itochu Enex 8133.T | Japan | $1.41B | +3% | +2% | 3% | n/a | -7.1% | +2.9% |
| National Vision EYE | United States | $1.42B | -22% | +8% | 4% | 16.3× | 15.6% | +3.0% |
| Bluestone Jewellery and Lifestyle BLUESTONE.NS | India | $1.15B | +41% | +38% | 9% | 132.9× | n/a | n/a |
| Leon's Furniture LNF.TO | Canada | $1.43B | +16% | 0% | 8% | 13.3× | -3.3% | +3.0% |
| TUHU Car 9690.HK | Hong Kong | $1.14B | -13% | +16% | 0% | 21.3× | -17.8% | +12.7% |
| Chow Sang Sang Holdings International 0116.HK | Hong Kong | $1.13B | +7% | +16% | 20% | 3.1× | n/a | n/a |
| Apotea APOTEA.ST | Sweden | $1.11B | +42% | +9% | 4% | 37.2× | 7.9% | +9.4% |
| Pets At Home PETS.L | United Kingdom | $1.51B | +48% | -1% | 7% | 15.9× | 9.2% | +5.2% |
| Savers Value Village SVV | United States | $1.52B | +22% | +10% | 8% | 18.2× | 12.9% | +15.0% |
| FIYTA Precision Technology 000026.SZ | China | $1.05B | +1% | +2% | n/a | 52.4× | 5.3% | -3.8% |
| Luk Fook Holdings (International) 0590.HK | Hong Kong | $1.58B | -9% | +29% | 20% | 6.1× | n/a | n/a |
| Pet Valu PET.TO | Canada | $1.03B | +6% | +6% | 16% | 13.0× | -3.5% | +12.6% |