Investor Valuation
Is IVSD undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score
5/6Valuation Score 5/6
Below Fair Value
Significantly Below Fair Value
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Analyst Forecast
Share Price vs Fair Value
What is the Fair Price of IVSD when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: IVSD (€25.89) is trading below our estimate of fair value (€80.71)
Significantly Below Fair Value: IVSD is trading below fair value by more than 20%.
Key Valuation Metric
Which metric is best to use when looking at relative valuation for IVSD?
Key metric: As IVSD is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.
| What is IVSD's PE Ratio? | |
|---|---|
| PE Ratio | 4.4x |
| Earnings | SEK 204.98b |
| Market Cap | SEK 909.74b |
| Key Statistics | |
|---|---|
| Enterprise Value/Revenue | 3.7x |
| Enterprise Value/EBITDA | 4.6x |
| PEG Ratio | -0.08x |
Price to Earnings Ratio vs Peers
How does IVSD's PE Ratio compare to its peers?
| Company | Forward PE | Estimated Growth | Market Cap |
|---|---|---|---|
| Peer Average | 11x | ||
DB1 Deutsche Börse | 21.8x | 5.4% | €40.4b |
DBK Deutsche Bank | 7.9x | 12.6% | €30.6b |
DWS DWS Group GmbH KGaA | 13.1x | 12.7% | €7.8b |
EXO Exor | 1.2x | -87.4% | €20.0b |
IVSD Investor | 4.4x | -55.0% | €909.7b |
Price-To-Earnings vs Peers: IVSD is good value based on its Price-To-Earnings Ratio (4.4x) compared to the peer average (11x).
Price to Earnings Ratio vs Industry
How does IVSD's PE Ratio compare vs other companies in the European Diversified Financial Industry?
| 7 Companies | Price / Earnings | Estimated Growth | Market Cap |
|---|---|---|---|
| 7 Companies | Estimated Growth | Market Cap | |
|---|---|---|---|
Price-To-Earnings vs Industry: IVSD is good value based on its Price-To-Earnings Ratio (4.4x) compared to the European Diversified Financial industry average (10.7x).
Price to Earnings Ratio vs Fair Ratio
What is IVSD's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
| Fair Ratio | |
|---|---|
| Current PE Ratio | 4.4x |
| Fair PE Ratio | 8.4x |
Price-To-Earnings vs Fair Ratio: IVSD is good value based on its Price-To-Earnings Ratio (4.4x) compared to the estimated Fair Price-To-Earnings Ratio (8.4x).
Analyst Price Targets
What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?
Analyst Forecast: Insufficient data to show price forecast.
Discover undervalued companies
Yeahka
HK$4.2b
An investment holding company, provides payment and business services to merchants and consumers in the People’s Republic of China.
4YE
HK$1.18
7D
-5.6%
1Y
-25.8%
ORIX
JP¥3.8t
Provides diversified financial services in Japan, the United States, Asia, Europe, Australasia, and the Middle East.
OIX
JP¥20.60
7D
2.0%
1Y
24.1%
Mutares SE KGaA
€494.3m
A private equity firm specializing in investments in secondary direct, special situations, bridge financing, recapitalization, distressed/vulture, management succession, reorganization, carve-outs, turnarounds, spin-offs and re-funding.
MUX
€22.40
7D
0%
1Y
-29.6%