| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 0/6 |
| Past Performance | 0/6 |
| Financial Health | 3/6 |
| Dividends | 3/6 |
INDU A Stock Overview
AB Industrivärden is a publicly owned investment manager.
AB Industrivärden Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | kr228.10 |
| 52 Week High | kr354.60 |
| 52 Week Low | kr214.60 |
| Beta | 0.83 |
| 1 Month Change | -8.02% |
| 3 Month Change | -15.02% |
| 1 Year Change | -31.13% |
| 3 Year Change | 7.70% |
| 5 Year Change | 6.34% |
| Change since IPO | 1,040.50% |
Recent News & Updates
With EPS Growth And More, AB Industrivärden (STO:INDU A) Is Interesting
Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Shareholder Returns
| INDU A | SE Diversified Financial | SE Market | |
|---|---|---|---|
| 7D | -1.4% | -1.3% | -1.3% |
| 1Y | -31.1% | -17.0% | -23.6% |
Return vs Industry: INDU A underperformed the Swedish Diversified Financial industry which returned -17% over the past year.
Return vs Market: INDU A underperformed the Swedish Market which returned -23.6% over the past year.
Price Volatility
| INDU A volatility | |
|---|---|
| INDU A Average Weekly Movement | 4.5% |
| Diversified Financial Industry Average Movement | 5.4% |
| Market Average Movement | 7.4% |
| 10% most volatile stocks in SE Market | 12.2% |
| 10% least volatile stocks in SE Market | 4.7% |
Stable Share Price: INDU A is less volatile than 75% of Swedish stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: INDU A's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1944 | 15 | Helena Stjernholm | https://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 Fundamentals Summary
| INDU A fundamental statistics | |
|---|---|
| Market Cap | kr98.16b |
| Earnings (TTM) | -kr11.47b |
| Revenue (TTM) | n/a |
-8.7x
P/S Ratio-8.6x
P/E RatioIs INDU A overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| INDU A income statement (TTM) | |
|---|---|
| Revenue | -kr11.32b |
| Cost of Revenue | kr0 |
| Gross Profit | -kr11.32b |
| Other Expenses | kr151.00m |
| Earnings | -kr11.47b |
Last Reported Earnings
Mar 31, 2022
Next Earnings Date
Jul 07, 2022
| Earnings per share (EPS) | -26.56 |
| Gross Margin | 100.00% |
| Net Profit Margin | 101.33% |
| Debt/Equity Ratio | 6.2% |
How did INDU A perform over the long term?
See historical performance and comparisonDividends
3.0%
Current Dividend Yield-25%
Payout RatioValuation
Is INDU A undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score
4/6Valuation Score 4/6
Price-To-Book vs Peers
Price-To-Book vs Industry
Price-To-Book vs Fair Ratio
Below Fair Value
Significantly Below Fair Value
PEG Ratio
Key Valuation Metric
Which metric is best to use when looking at relative valuation for INDU A?
Other financial metrics that can be useful for relative valuation.
| What is INDU A's n/a Ratio? | |
|---|---|
| n/a Ratio | 0x |
| n/a | n/a |
| Market Cap | kr98.16b |
| Key Statistics | |
|---|---|
| Enterprise Value/Revenue | -9.2x |
| Enterprise Value/EBITDA | -9.1x |
| PEG Ratio | n/a |
Price to Book Ratio vs Peers
How does INDU A's PB Ratio compare to its peers?
| INDU A PB Ratio vs Peers |
|---|
| Company | PB | Estimated Growth | Market Cap |
|---|---|---|---|
| Peer Average | 0.9x |
Price-To-Book vs Peers: INDU A is good value based on its Price-To-Book Ratio (0.8x) compared to the peer average (0.9x).
Price to Earnings Ratio vs Industry
How does INDU A's PE Ratio compare vs other companies in the Diversified Financial Industry?
Price-To-Book vs Industry: INDU A is good value based on its Price-To-Book Ratio (0.8x) compared to the Swedish Diversified Financial industry average (0.9x)
Price to Book Ratio vs Fair Ratio
What is INDU A's PB Ratio compared to its Fair PB Ratio? This is the expected PB Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
| Fair Ratio | |
|---|---|
| Current PB Ratio | 0.8x |
| Fair PB Ratio | n/a |
Price-To-Book vs Fair Ratio: Insufficient data to calculate INDU A's Price-To-Book Fair Ratio for valuation analysis.
Share Price vs Fair Value
What is the Fair Price of INDU A when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: INDU A (SEK228.1) is trading below our estimate of fair value (SEK623.63)
Significantly Below Fair Value: INDU A is trading below fair value by more than 20%.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate INDU A's PEG Ratio to determine if it is good value.
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Future Growth
How is AB Industrivärden forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?
Future Growth Score
0/6Future Growth Score 0/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Future ROE
-6.1%
Forecasted Diversified Financials industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as AB Industrivärden has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
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- Examine whether AB Industrivärden is trading at an attractive price based on how much it is expected to earn in the future, and relative to its industry peers and the wider market.
- AB Industrivärden competitive advantages and company strategy can generally be found in its financial reports archived here.
Past Performance
How has AB Industrivärden performed over the past 5 years?
Past Performance Score
0/6Past Performance Score 0/6
Quality Earnings
Growing Profit Margin
Earnings Trend
Accelerating Growth
Earnings vs Industry
High ROE
1.2%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: INDU A is currently unprofitable.
Growing Profit Margin: INDU A is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: INDU A is unprofitable, but has reduced losses over the past 5 years at a rate of 1.2% per year.
Accelerating Growth: Unable to compare INDU A's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: INDU A is unprofitable, making it difficult to compare its past year earnings growth to the Diversified Financial industry (-73.7%).
Return on Equity
High ROE: INDU A has a negative Return on Equity (-9.31%), as it is currently unprofitable.
Discover strong past performing companies
Financial Health
How is AB Industrivärden's financial position?
Financial Health Score
3/6Financial Health Score 3/6
Short Term Liabilities
Long Term Liabilities
Debt Level
Reducing Debt
Debt Coverage
Interest Coverage
Financial Position Analysis
Short Term Liabilities: INDU A's short term assets (SEK2.0B) do not cover its short term liabilities (SEK2.3B).
Long Term Liabilities: INDU A's short term assets (SEK2.0B) do not cover its long term liabilities (SEK5.7B).
Debt to Equity History and Analysis
Debt Level: INDU A's net debt to equity ratio (5%) is considered satisfactory.
Reducing Debt: INDU A's debt to equity ratio has reduced from 13% to 6.2% over the past 5 years.
Debt Coverage: INDU A's debt is well covered by operating cash flow (100.8%).
Interest Coverage: Insufficient data to determine if INDU A's interest payments on its debt are well covered by EBIT.
Balance Sheet
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Dividend
What is AB Industrivärden current dividend yield, its reliability and sustainability?
Dividend Score
2/6Dividend Score 2/6
Notable Dividend
High Dividend
Stable Dividend
Growing Dividend
Earnings Coverage
Future Dividend Coverage
2.96%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: INDU A's dividend (2.96%) is higher than the bottom 25% of dividend payers in the Swedish market (1.67%).
High Dividend: INDU A's dividend (2.96%) is low compared to the top 25% of dividend payers in the Swedish market (5.41%).
Stability and Growth of Payments
Stable Dividend: INDU A's dividend payments have been volatile in the past 10 years.
Growing Dividend: INDU A's dividend payments have increased over the past 10 years.
Earnings Payout to Shareholders
Earnings Coverage: INDU A is paying a dividend but the company is unprofitable.
Cash Payout to Shareholders
Cash Flow Coverage: With its reasonably low cash payout ratio (37.8%), INDU A's dividend payments are well covered by cash flows.
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Management
How experienced are the management team and are they aligned to shareholders interests?
7.4yrs
Average management tenure
CEO
Helena Stjernholm (51 yo)
6.75yrs
Tenure
kr22,000,000
Compensation
Ms. Helena Stjernholm has been the President and Chief Executive Officer of Aktiebolaget Industrivärden (AB Industrivärden) since September 1, 2015 and also served as the Head of Investment & Analysis. Ms....
CEO Compensation Analysis
Compensation vs Market: Helena's total compensation ($USD2.17M) is about average for companies of similar size in the Swedish market ($USD2.57M).
Compensation vs Earnings: Helena's compensation has been consistent with company performance over the past year.
Leadership Team
Experienced Management: INDU A's management team is seasoned and experienced (7.4 years average tenure).
Board Members
Experienced Board: INDU A's board of directors are considered experienced (7.4 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: INDU A insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
AB Industrivärden (publ)'s employee growth, exchange listings and data sources
Key Information
- Name: AB Industrivärden (publ)
- Ticker: INDU A
- Exchange: OM
- Founded: 1944
- Industry: Multi-Sector Holdings
- Sector: Diversified Financials
- Implied Market Cap: kr98.157b
- Shares outstanding: 431.90m
- Website: https://www.industrivarden.se/en-GB
Number of Employees
Location
- AB Industrivärden (publ)
- Storgatan 10
- Stockholm
- Stockholm County
- 114 51
- Sweden
Listings
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2022/06/24 00:00 |
| End of Day Share Price | 2022/06/23 00:00 |
| Earnings | 2022/03/31 |
| Annual Earnings | 2021/12/31 |
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.