IVSD Stock Overview
A private equity firm specializing in mature, middle market, buyouts and growth capital investments. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 3/6 |
| Past Performance | 2/6 |
| Financial Health | 4/6 |
| Dividends | 3/6 |
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Investor AB (publ) Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | SEK 26.40 |
| 52 Week High | SEK 29.57 |
| 52 Week Low | SEK 22.20 |
| Beta | 0.78 |
| 1 Month Change | 6.75% |
| 3 Month Change | -2.91% |
| 1 Year Change | 10.09% |
| 3 Year Change | 62.36% |
| 5 Year Change | 131.94% |
| Change since IPO | 1,253.33% |
Recent News & Updates
Recent updates
Shareholder Returns
| IVSD | DE Diversified Financial | DE Market | |
|---|---|---|---|
| 7D | 1.9% | 9.4% | 2.5% |
| 1Y | 10.1% | -2.5% | 13.4% |
Return vs Industry: IVSD exceeded the German Diversified Financial industry which returned -2.2% over the past year.
Return vs Market: IVSD underperformed the German Market which returned 15% over the past year.
Price Volatility
| IVSD volatility | |
|---|---|
| IVSD Average Weekly Movement | 4.9% |
| Diversified Financial Industry Average Movement | 6.3% |
| Market Average Movement | 6.4% |
| 10% most volatile stocks in DE Market | 12.9% |
| 10% least volatile stocks in DE Market | 3.1% |
Stable Share Price: IVSD has not had significant price volatility in the past 3 months compared to the German market.
Volatility Over Time: IVSD's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1916 | 19,060 | Christian Cederholm | www.investorab.com |
Investor AB (publ) is a private equity firm specializing in mature, middle market, buyouts and growth capital investments. For core investments, the firm invests in health care, financial services, IT and fintech sectors and considers investments in listed companies in leading minority positions. The firm seeks to invest globally.
Investor AB (publ) Fundamentals Summary
| IVSD fundamental statistics | |
|---|---|
| Market cap | €80.06b |
| Earnings (TTM) | €3.98b |
| Revenue (TTM) | €9.61b |
20.1x
P/E Ratio8.3x
P/S RatioIs IVSD overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| IVSD income statement (TTM) | |
|---|---|
| Revenue | SEK 104.49b |
| Cost of Revenue | SEK 33.10b |
| Gross Profit | SEK 71.40b |
| Other Expenses | SEK 28.12b |
| Earnings | SEK 43.27b |
Last Reported Earnings
Mar 31, 2025
Next Earnings Date
Jul 17, 2025
| Earnings per share (EPS) | 14.13 |
| Gross Margin | 68.33% |
| Net Profit Margin | 41.41% |
| Debt/Equity Ratio | 12.8% |
How did IVSD perform over the long term?
See historical performance and comparisonDividends
1.8%
Current Dividend Yield37%
Payout RatioDoes IVSD pay a reliable dividends?
See IVSD dividend history and benchmarks| Investor dividend dates | |
|---|---|
| Ex Dividend Date | May 08 2025 |
| Dividend Pay Date | May 14 2025 |
| Days until Ex dividend | 1 day |
| Days until Dividend pay date | 7 days |
Does IVSD pay a reliable dividends?
See IVSD dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/05/06 08:39 |
| End of Day Share Price | 2025/05/06 00:00 |
| Earnings | 2025/03/31 |
| Annual Earnings | 2024/12/31 |
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 |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| 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.
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 Github.
Analyst Sources
Investor AB (publ) is covered by 18 analysts. 1 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 |
| Pierre-Yves Gauthier | AlphaValue |
| Alexandre Tissieres | BofA Global Research |