Investor (LSE:0NC5) - Stock Price, News & Analysis

0NC5 Stock Overview

Investor AB (publ) is a private equity firm specializing in mature, middle market, buyouts and growth capital investments.

About the company

0NC5 fundamental analysis
Snowflake Score
Valuation	5/6
Future Growth	0/6
Past Performance	6/6
Financial Health	5/6
Dividends	3/6

Rewards

Trading at 65.4% below our estimate of its fair value

Earnings grew by 491.5% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Earnings are forecast to decline by an average of 46.6% per year for the next 3 years

Investor AB (publ) Competitors

London Stock Exchange Group

LSE:LSEG

UK£48.6b

Wise

LSE:WISE

UK£8.1b

3i Group

LSE:III

UK£27.2b

Kaspi.kz

LSE:KSPI

US$22.8b

Price History & Performance

Summary of all time highs, changes and price drops for Investor
Historical stock prices
Current Share Price	kr276.60
52 Week High	kr277.70
52 Week Low	kr195.85
Beta	0.79
1 Month Change	6.30%
3 Month Change	12.24%
1 Year Change	25.85%
3 Year Change	54.94%
5 Year Change	152.60%
Change since IPO	778.26%

Recent updates

Shareholder Returns

	0NC5	GB Diversified Financial	GB Market
7D	2.7%	3.4%	2.7%
1Y	25.9%	19.0%	5.2%

Return vs Industry: 0NC5 exceeded the UK Diversified Financial industry which returned 19% over the past year.

Return vs Market: 0NC5 exceeded the UK Market which returned 5.2% over the past year.

Price Volatility

Is 0NC5's price volatile compared to industry and market?
0NC5 volatility
0NC5 Average Weekly Movement	2.0%
Diversified Financial Industry Average Movement	4.3%
Market Average Movement	4.8%
10% most volatile stocks in GB Market	11.3%
10% least volatile stocks in GB Market	2.7%

Stable Share Price: 0NC5 has not had significant price volatility in the past 3 months.

Volatility Over Time: 0NC5's weekly volatility (2%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1916	18,565	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

How do Investor's earnings and revenue compare to its market cap?
0NC5 fundamental statistics
Market cap	kr853.18b
Earnings (TTM)	kr161.23b
Revenue (TTM)	kr221.06b

5.3x

P/E Ratio

3.8x

P/S Ratio

Is 0NC5 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0NC5 income statement (TTM)
Revenue	kr221.06b
Cost of Revenue	kr31.99b
Gross Profit	kr189.08b
Other Expenses	kr27.85b
Earnings	kr161.23b

Last Reported Earnings

Mar 31, 2024

Next Earnings Date

Jul 17, 2024

Earnings per share (EPS)	52.63
Gross Margin	85.53%
Net Profit Margin	72.93%
Debt/Equity Ratio	11.1%

How did 0NC5 perform over the long term?

See historical performance and comparison

Dividends

1.7%

Current Dividend Yield

9%

Payout Ratio

Does 0NC5 pay a reliable dividends?

See 0NC5 dividend history and benchmarks

When do you need to buy 0NC5 by to receive an upcoming dividend?
Investor dividend dates
Ex Dividend Date	Nov 08 2024
Dividend Pay Date	Nov 14 2024
Days until Ex dividend	182 days
Days until Dividend pay date	188 days

Does 0NC5 pay a reliable dividends?

See 0NC5 dividend history and benchmarks

0NC5 Stock Overview

Rewards

Risk Analysis

Investor AB (publ) Competitors

LSE:LSEG

UK£48.6b

LSE:WISE

UK£8.1b

LSE:III

UK£27.2b

LSE:KSPI

US$22.8b

Price History & Performance

Recent News & Updates

Dividend of kr1.20 announced

Investor AB Appoints Thomas Kidane and Yuriy Prilutskiy as Members of the Executive Leadership Team

Investor AB (Publ) Approves Board Changes

Final dividend of kr3.60 announced

Full year 2023 earnings released: EPS: kr41.48 (vs kr24.38 loss in FY 2022)

Investor AB (publ) to Report Fiscal Year 2023 Final Results on Mar 27, 2024

Recent updates

Dividend of kr1.20 announced

Investor AB Appoints Thomas Kidane and Yuriy Prilutskiy as Members of the Executive Leadership Team

Investor AB (Publ) Approves Board Changes

Final dividend of kr3.60 announced

Full year 2023 earnings released: EPS: kr41.48 (vs kr24.38 loss in FY 2022)

Investor AB (publ) to Report Fiscal Year 2023 Final Results on Mar 27, 2024

Investor AB (Publ) Announces Johan Forssell Declines Re-Election and Composition of Nomination Committee

Head of Patricia Industries recently bought kr2.4m worth of stock

Full year 2023 earnings released: EPS: kr41.48 (vs kr24.38 loss in FY 2022)

Investor AB (publ) to Report Fiscal Year 2024 Results on Jan 23, 2025

Investor AB (Publ) Announces Board Changes, Effective 7 May 2024

Upcoming dividend of kr1.10 per share at 2.2% yield

Johan Forssell to Leave from Investor AB as CEO, Effective 7 May 2024

Johan Forssell to Leave from Investor AB as President and Director, Effective 7 May 2024

Third quarter 2023 earnings released

Investor AB (publ), Annual General Meeting, May 07, 2024

Jacob Lund Joins Investor as Head of Corporate Communication & Sustainability and Member of the Executive Leadership Team

Investor AB (publ) to Report First Half, 2024 Results on Jul 17, 2024

CEO, President recently bought kr1.0m worth of stock

New major risk - Revenue and earnings growth

Second quarter 2023 earnings released

Investor's Head of Corporate Communication & Sustainability Viveka Hirdman-Ryrberg Steps Down

Investor AB Approves Dividend in Two Installments, Payable on May 10, 2023 and November 9, 2023

Upcoming dividend of kr3.30 per share at 2.0% yield

Full year 2022 earnings released: kr24.38 loss per share (vs kr74.45 profit in FY 2021)

Full year 2022 earnings released: kr24.38 loss per share (vs kr74.45 profit in FY 2021)

Investor AB (publ) to Report Q1, 2023 Results on Apr 21, 2023

Upcoming dividend of kr1.00 per share

Third quarter 2022 earnings released: EPS: kr2.73 (vs kr8.80 in 3Q 2021)

Investor AB Announces Appointment of Nomination Committee for the Annual General Meeting 2023

Investor AB (publ), Annual General Meeting, May 03, 2023

Investor AB (publ) to Report First Half, 2022 Results on Jul 17, 2023

Investor AB (publ) Announces Board Changes

First quarter 2022 earnings released: kr22.55 loss per share (vs kr28.80 profit in 1Q 2021)

Upcoming dividend of kr3.00 per share

Full year 2021 earnings released: EPS: kr74.45 (vs kr17.24 in FY 2020)

Insider recently sold kr1.3m worth of stock

Head of Patricia Industries recently sold kr10m worth of stock

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Head of Patricia Industries recently sold kr11m worth of stock

Independent Director recently bought kr202k worth of stock

Upcoming dividend of kr1.00 per share

Third quarter 2021 earnings released

Head of Patricia Industries recently bought kr203k worth of stock

Second quarter 2021 earnings released

Independent Director has left the company

Investor AB (Publ) Approves Dividend for 2020; Payables on May 12 2021 and November 11, 2021

Upcoming dividend of kr10.00 per share

First quarter 2021 earnings released: EPS kr115 (vs kr60.64 loss in 1Q 2020)

Full year 2020 earnings released: EPS kr68.96 (vs kr132 in FY 2019)

New 90-day high: kr653

New 90-day high: kr640

Full year 2020 earnings released: EPS kr68.96

Investor AB (publ) to Report Fiscal Year 2021 Results on Jan 21, 2022

New 90-day high: kr618

New 90-day high: kr596

Co-Head of Patricia Industries recently bought kr2.4m worth of stock

Investor AB (publ) Does Not Propose Second Dividend

New 90-day high: kr590