Case Group AB Net Assets
Case Group AB net assets. Based on the latest financial reports, Case Group AB (CASE) has net assets worth Skr336.92 Million SEK (≈ $36.26 Million USD) as of March 2026. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (Skr388.73 Million ≈ $41.83 Million USD) and total liabilities (Skr51.81 Million ≈ $5.58 Million USD). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off. Also explore Case Group AB net asset momentum to track the company's year-over-year net asset growth rate.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | Skr336.92 Million |
| % of Total Assets | 86.67% |
| Annual Growth Rate | 49.83% |
| 5-Year Change | 398.79% |
| 10-Year Change | N/A |
| Growth Volatility | 116.43 |
Net Assets of Case Group AB (2019–2025)
Net assets of Case Group AB from 2019 to 2025. This chart illustrates how Case Group AB's net assets have evolved over time, based on quarterly financial data. See how leveraged is Case Group AB's balance sheet to measure how much of total assets are equity-financed.
Annual Net Assets for Case Group AB (2019–2025)
The table below shows the annual net assets of Case Group AB from 2019 to 2025. For live market cap and overall valuation, see CASE company net worth.
| Year | Net Assets | Change |
|---|---|---|
| 2025-12-31 | Skr331.01 Million ≈ $35.62 Million |
+14.56% |
| 2024-12-31 | Skr288.95 Million ≈ $31.10 Million |
+6.30% |
| 2023-12-31 | Skr271.81 Million ≈ $29.25 Million |
+329.64% |
| 2022-12-31 | Skr63.27 Million ≈ $6.81 Million |
-4.67% |
| 2021-12-31 | Skr66.36 Million ≈ $7.14 Million |
+70.49% |
| 2020-12-31 | Skr38.93 Million ≈ $4.19 Million |
+33.11% |
| 2019-12-31 | Skr29.24 Million ≈ $3.15 Million |
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Equity Component Analysis
This analysis shows how different components contribute to Case Group AB's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have grown by 693.5% over the analyzed period, indicating profitable operations and earnings retention.
Case Group AB Net Assets Breakdown (December 2025)
Case Group AB net assets breakdown by equity component as of December 2025.
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | Skr85.84 Million | 26.06% |
| Common Stock | Skr1.61 Million | 0.49% |
| Other Components | Skr241.95 Million | 73.45% |
| Total Equity | Skr329.40 Million | 100.00% |
Case Group AB Competitors by Market Cap
The table below lists competitors of Case Group AB ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Ybox Real Estate Ltd
TA:YBOX
|
$69.28 Million |
|
BCM Resources Corp
V:B
|
$69.29 Million |
|
Omer-Decugis & Cie
PA:ALODC
|
$69.30 Million |
|
Lee Chi Enterprises Co Ltd
TW:1517
|
$69.31 Million |
|
Airtasker Ltd
AU:ART
|
$69.27 Million |
|
LanzaTech Global Inc.
NASDAQ:LNZA
|
$69.24 Million |
|
OM INFRA LIMITED
NSE:OMINFRAL
|
$69.24 Million |
|
Teleste Oyj
HE:TLT1V
|
$69.17 Million |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Case Group AB's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2024 to 2025, total equity changed from 288,947,000 to 329,401,000, a change of 40,454,000 (14.0%).
- Net income of 42,063,000 contributed positively to equity growth.
Equity Change Factors (2024 to 2025)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | Skr42.06 Million | +12.77% |
| Other Changes | Skr-1.61 Million | -0.49% |
| Total Change | Skr- | 14.00% |
Book Value vs Market Value Analysis
This analysis compares Case Group AB's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Valuation Insights
- Current price-to-book ratio: 1.95x
- The company is trading above its book value, indicating the market recognizes value beyond its reported assets.
- The price-to-book ratio has decreased from 13.61x to 1.95x over the analyzed period, indicating reduced market premium.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2019-12-31 | Skr1.47 | Skr20.00 | x |
| 2020-12-31 | Skr1.96 | Skr20.00 | x |
| 2021-12-31 | Skr3.34 | Skr20.00 | x |
| 2022-12-31 | Skr3.17 | Skr20.00 | x |
| 2023-12-31 | Skr12.27 | Skr20.00 | x |
| 2024-12-31 | Skr8.98 | Skr20.00 | x |
| 2025-12-31 | Skr10.23 | Skr20.00 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Case Group AB utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): 12.77%
- The company shows good efficiency in utilizing shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 19.84%
- • Asset Turnover: 0.54x
- • Equity Multiplier: 1.20x
- Recent ROE (12.77%) is below the historical average (23.87%), suggesting potential challenges in capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2019 | 64.57% | 19.85% | 1.95x | 1.67x | Skr15.96 Million |
| 2020 | 37.72% | 19.32% | 1.46x | 1.34x | Skr10.79 Million |
| 2021 | 50.67% | 29.52% | 1.32x | 1.30x | Skr26.99 Million |
| 2022 | -4.73% | -5.29% | 0.44x | 2.03x | Skr-9.32 Million |
| 2023 | 0.16% | 0.34% | 0.39x | 1.22x | Skr-26.74 Million |
| 2024 | 5.93% | 10.26% | 0.47x | 1.23x | Skr-11.76 Million |
| 2025 | 12.77% | 19.84% | 0.54x | 1.20x | Skr9.12 Million |
Industry Comparison
This section compares Case Group AB's net assets metrics with peer companies in the Asset Management industry.
Industry Context
- Industry: Asset Management
- Average net assets among peers: $1,926,174,634
- Average return on equity (ROE) among peers: 2.78%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Case Group AB (CASE) | Skr336.92 Million | 64.57% | 0.15x | $69.27 Million |
| Athanase Innovation AB (ATIN) | $427.41 Million | -13.48% | 0.13x | $47.01 Million |
| Bure Equity AB (BURE) | $2.75 Billion | 38.02% | 0.36x | $2.46 Billion |
| Catella AB A (CAT-A) | $1.94 Billion | 9.88% | 2.29x | $3.85 Million |
| Catella AB (publ) (CAT-B) | $562.00 Million | 1.78% | 0.14x | $149.76 Million |
| Creades AB (CRED-A) | $11.15 Billion | 10.87% | 0.01x | $852.65 Million |
| Effnetplattformen Holding AB (EFFH) | $27.39 Million | 4.85% | 0.16x | $9.34 Million |
| EQT AB (publ) (EQT) | $-25.40 Million | 0.00% | 0.00x | $40.21 Billion |
| First Venture Sweden AB Series B (FIRST-B) | $79.51 Million | -6.73% | 0.00x | $4.80 Million |
| Flat Capital AB Series B (FLAT-B) | $412.76 Million | -20.20% | 0.00x | $312.68 Million |
About Case Group AB
Case Group AB (publ) provides wealth management services for private clients in Sweden. It offers various investment products, such as equity, fixed income, money markets, and alternative strategies; and fund management, case elite, and institutional management services. The company was founded in 2004 and is headquartered in Stockholm, Sweden.