IDVA Stock Overview
AB Industrivärden is a publicly owned investment manager. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 0/6 |
| Past Performance | 4/6 |
| Financial Health | 3/6 |
| Dividends | 4/6 |
My Notes
Capture your thoughts, links and company narrative
AB Industrivärden (publ) Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | SEK 30.24 |
| 52 Week High | SEK 33.30 |
| 52 Week Low | SEK 27.66 |
| Beta | 0.83 |
| 1 Month Change | -2.39% |
| 3 Month Change | -8.70% |
| 1 Year Change | 1.27% |
| 3 Year Change | 8.08% |
| 5 Year Change | 38.59% |
| Change since IPO | 131.72% |
Recent News & Updates
Recent updates
Shareholder Returns
| IDVA | DE Diversified Financial | DE Market | |
|---|---|---|---|
| 7D | 0.1% | 0.2% | 0.3% |
| 1Y | 1.3% | -13.3% | 6.9% |
Return vs Industry: IDVA exceeded the German Diversified Financial industry which returned -13.3% over the past year.
Return vs Market: IDVA underperformed the German Market which returned 7.2% over the past year.
Price Volatility
| IDVA volatility | |
|---|---|
| IDVA Average Weekly Movement | 2.3% |
| Diversified Financial Industry Average Movement | 3.8% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in DE Market | 11.8% |
| 10% least volatile stocks in DE Market | 2.4% |
Stable Share Price: IDVA has not had significant price volatility in the past 3 months compared to the German market.
Volatility Over Time: IDVA's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1944 | 15 | Helena Stjernholm | www.industrivarden.se/en-GB |
AB Industrivärden is a publicly owned investment manager. The firm invests in the public equity markets of Nordic region. It employs fundamental analysis, with a focus on factors like long term return potential, proven business model, balance between risk and return, and attractive valuation to create its portfolio.
AB Industrivärden (publ) Fundamentals Summary
| IDVA fundamental statistics | |
|---|---|
| Market cap | €13.15b |
| Earnings (TTM) | €2.74b |
| Revenue (TTM) | €2.77b |
4.8x
P/E Ratio4.7x
P/S RatioIs IDVA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| IDVA income statement (TTM) | |
|---|---|
| Revenue | SEK 31.81b |
| Cost of Revenue | SEK 0 |
| Gross Profit | SEK 31.81b |
| Other Expenses | SEK 396.00m |
| Earnings | SEK 31.41b |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
Feb 10, 2025
| Earnings per share (EPS) | 72.73 |
| Gross Margin | 100.00% |
| Net Profit Margin | 98.76% |
| Debt/Equity Ratio | 4.5% |
How did IDVA perform over the long term?
See historical performance and comparisonDividends
2.2%
Current Dividend Yield11%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/30 18:56 |
| End of Day Share Price | 2024/12/30 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
AB Industrivärden (publ) is covered by 14 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Rickard Henze | ABG Sundal Collier |
| Jorge Velandia | AlphaValue |
| Alexandre Tissieres | BofA Global Research |