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Swedish biopharmaceutical company developing and selling treatments for rare diseases, especially hemophilia and immunology.
Swedish biopharmaceutical company developing and selling treatments for rare diseases, especially hemophilia and immunology.
Sells rare-disease medicines to hospital specialists, many licensed in from other companies or bought rather than discovered itself; for example, it sells hemophilia drugs Elocta and Alprolix outside the US under an agreement with their original developer. Growth therefore comes from adding products and taking them to new countries.
In one line: A Swedish Alexion Pharmaceuticals/Ultragenyx.
Moat: narrow (IP / patents, regulatory licence). Orphan-drug exclusivity and specialist physician relationships in niche rare-disease areas.
Headquarters: Stockholm, Sweden · Founded: 1996 · Employees: 1,888
Size Swedish Orphan Biovitrum (SOBI.ST) is a Sweden Health Care company (Pharmaceuticals: Major) with a market value of $17.6B, the 19th largest of 221 Sweden companies the cockpit tracks. Shares closed at SEK 498.20 on 6 Nov 2026.
Performance Over six months the shares gained 13.4%, against +4.0% for the median peer and +8.2% for the Sweden market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 14.8% over the last twelve months (peer median +24.4%); the operating margin is 30.4% (peer median 20.8%).
Valuation It trades at 25.5× forward earnings against a peer median of 22.2× (9th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -14 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 7.7 points above its cost of capital (5.0% WACC).
Next results Next results expected around 4 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | SEK 32.0B | SEK 28.2B | SEK 26.0B | SEK 22.1B | SEK 18.8B |
| Revenue growth | — | +8% | +18% | +18% | — |
| Gross profit | SEK 21.6B | SEK 18.8B | SEK 16.6B | SEK 14.1B | SEK 12.3B |
| EBITDA | SEK 13.3B | SEK 11.5B | SEK 9.54B | SEK 7.83B | SEK 6.80B |
| Net income | SEK 6.63B | SEK 478M | SEK 3.88B | SEK 2.41B | SEK 2.64B |
| Free cash flow | SEK 7.87B | SEK 8.53B | SEK 7.22B | SEK 4.06B | SEK 4.59B |
| Capital expenditure | SEK 1.32B | SEK 3.15B | SEK 3.00B | SEK 4.94B | SEK 1.48B |
| Total debt | SEK 16.2B | SEK 11.5B | SEK 16.7B | SEK 20.5B | SEK 9.10B |
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 |
|---|---|---|---|---|---|---|
| Swedish Orphan Biovitrum SOBI.ST | $17.6B | +13% | +15% | 30% | 25.5× | -1.1% |
| AstraZeneca AZN.L | $291B | +1% | +5% | 23% | 18.3× | 14.5% |
| Ultragenyx Pharmaceutical RARE | $1.52B | +22% | +16% | -64% | n/a | n/a |
| Sanofi SAN.PA | $113B | +14% | +15% | 27% | 9.6× | -5.4% |
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 | SOBI.ST | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +17.9% | +7.2% | 2nd highest of 21 |
| 6-month return | +13.4% | +4.0% | 8th highest of 21 |
| Distance from 52-week high | 0.0% | -9.6% | highest of 21 |
| Revenue growth (TTM) | +14.8% | +24.4% | 9th lowest of 21 |
| Operating margin | 30.4% | 20.8% | 4th highest of 21 |
| Forward P/E | 25.5× | 22.2× | 9th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | -1.1% | 6.8% | 6th least demanding of 19 |
| Growth delivered (Del g) | +13.1% | +12.6% | 9th highest of 19 |
| Hurdle (Req g minus delivered) | -14.2 pp | -11.2 pp | 9th least demanding of 19 |
| ROIC minus cost of capital | +7.7 pp | +7.2 pp | 10th highest of 21 |
| EV / EBITDA | 14.1× | 17.1× | 7th cheapest of 17 |
| Net debt / EBITDA | 1.1× | -0.0× | 8th most indebted of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Swedish Orphan Biovitrum SOBI.ST | Sweden | $17.6B | +13% | +15% | 30% | 25.5× | -1.1% | +13.1% |
| Exelixis EXEL | United States | $17.0B | +44% | +9% | 40% | 18.2× | -3.7% | +18.6% |
| Shionogi & 4507.T | Japan | $16.6B | -6% | +46% | 29% | 10.9× | -0.7% | +11.0% |
| Sichuan Biokin Pharmaceutical 688506.SS | China | $16.4B | -3% | +14% | -43% | n/a | n/a | n/a |
| Torrent Pharmaceuticals TORNTPHARM.NS | India | $19.1B | +9% | +42% | 22% | 72.2× | 37.9% | +11.3% |
| Orion ORNAV.HE | Finland | $16.1B | +51% | +34% | 38% | 23.5× | -6.3% | +11.7% |
| Ascendis Pharma A/S ASND | United States | $16.0B | +8% | +128% | 10% | 40.8× | 36.4% | +152.4% |
| Innovent Biologics 1801.HK | Hong Kong | $19.2B | -5% | +43% | 17% | 53.3× | 11.7% | +26.8% |
| PharmaEssentia 6446.TW | Taiwan | $15.8B | +118% | +64% | 38% | 39.2× | 29.3% | +94.8% |
| Jazz Pharmaceuticals Public JAZZ | United States | $15.1B | +4% | +13% | 25% | 8.9× | -3.9% | +12.5% |
| Alnylam Pharmaceuticals ALNY | United States | $20.9B | -47% | +56% | 20% | 22.2× | 0.9% | +49.8% |
| Ipsen IPN.PA | France | $14.7B | -4% | +14% | 30% | 10.9× | -7.3% | +7.2% |
| Yunnan Baiyao 000538.SZ | China | $14.7B | +4% | +5% | 11% | 18.0× | -0.5% | +4.7% |
| Sichuan Kelun-Biotech Biopharmaceutical 6990.HK | Hong Kong | $13.9B | 0% | +44% | -38% | 1,255.9× | 56.2% | +33.7% |
| Sigma Healthcare SIG.AX | Australia | $22.4B | -1% | +209% | 9% | 37.1× | 28.2% | +26.1% |
| Viatris VTRS | United States | $22.9B | +17% | +5% | 10% | 7.5× | 12.5% | +3.7% |
| Laurus Labs LAURUSLABS.NS | India | $13.3B | +94% | +23% | 24% | 77.0× | 50.9% | +7.3% |
| Sbp 1177.HK | Hong Kong | $12.7B | +4% | +15% | 30% | 18.3× | -5.4% | +5.4% |
| Zydus Lifesciences ZYDUSLIFE.NS | India | $12.7B | +27% | +24% | 17% | 29.8× | n/a | n/a |
| Incyte INCY | United States | $24.4B | +21% | +25% | 12% | 15.4× | 14.2% | +14.0% |
| Recordati REC.MI | Italy | $12.3B | +3% | +9% | 30% | 16.7× | 1.9% | +12.6% |