Investor AB (publ) is a venture capital firm specializing in mature, middle market, buyouts and growth capital investments. More Details
Adequate balance sheet and fair value.
Share Price & News
How has Investor's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: INVE A is less volatile than 75% of Swedish stocks over the past 3 months, typically moving +/- 2% a week.
Volatility Over Time: INVE A's weekly volatility (2%) has been stable over the past year.
7 Day Return
SE Diversified Financial
1 Year Return
SE Diversified Financial
Return vs Industry: INVE A underperformed the Swedish Diversified Financial industry which returned 24.1% over the past year.
Return vs Market: INVE A matched the Swedish Market which returned 17.1% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is Investor's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 weeks ago | Simply Wall StAre Institutions Heavily Invested In Investor AB (publ)'s (STO:INVE A) Shares?
1 month ago | Simply Wall StDo Investor's (STO:INVE A) Earnings Warrant Your Attention?
Is Investor undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: INVE A (SEK625) is trading below our estimate of fair value (SEK712.98)
Significantly Below Fair Value: INVE A is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: INVE A is poor value based on its PE Ratio (9.1x) compared to the SE Diversified Financial industry average (6.4x).
PE vs Market: INVE A is good value based on its PE Ratio (9.1x) compared to the Swedish market (23.8x).
Price to Earnings Growth Ratio
PEG Ratio: INVE A's earnings are forecast to decline next year, so we can't calculate its PEG ratio.
Price to Book Ratio
PB vs Industry: INVE A is good value based on its PB Ratio (1x) compared to the SE Diversified Financial industry average (1.2x).
How is Investor forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: INVE A's earnings are forecast to decline over the next 3 years (-96% per year).
Earnings vs Market: INVE A's earnings are forecast to decline over the next 3 years (-96% per year).
High Growth Earnings: INVE A's earnings are forecast to decline over the next 3 years.
Revenue vs Market: INVE A's revenue is expected to decline over the next 3 years (-39.7% per year).
High Growth Revenue: INVE A's revenue is forecast to decline over the next 3 years (-39.7% per year).
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: INVE A's Return on Equity is forecast to be low in 3 years time (2%).
How has Investor performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: INVE A has high quality earnings.
Growing Profit Margin: INVE A's current net profit margins (59.9%) are lower than last year (70.2%).
Past Earnings Growth Analysis
Earnings Trend: INVE A's earnings have grown significantly by 21% per year over the past 5 years.
Accelerating Growth: INVE A's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: INVE A had negative earnings growth (-47.4%) over the past year, making it difficult to compare to the Diversified Financial industry average (189.7%).
Return on Equity
High ROE: INVE A's Return on Equity (11.4%) is considered low.
How is Investor's financial position?
Financial Position Analysis
Short Term Liabilities: INVE A's short term assets (SEK41.3B) exceed its short term liabilities (SEK14.4B).
Long Term Liabilities: INVE A's short term assets (SEK41.3B) do not cover its long term liabilities (SEK93.9B).
Debt to Equity History and Analysis
Debt Level: INVE A's debt to equity ratio (18.3%) is considered satisfactory.
Reducing Debt: INVE A's debt to equity ratio has reduced from 19.3% to 18.3% over the past 5 years.
Debt Coverage: INVE A's debt is not well covered by operating cash flow (13%).
Interest Coverage: INVE A's interest payments on its debt are well covered by EBIT (24.8x coverage).
What is Investor current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: INVE A's dividend (2.24%) is higher than the bottom 25% of dividend payers in the Swedish market (0.94%).
High Dividend: INVE A's dividend (2.24%) is low compared to the top 25% of dividend payers in the Swedish market (3.41%).
Stability and Growth of Payments
Stable Dividend: INVE A's dividend payments have been volatile in the past 10 years.
Growing Dividend: INVE A's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its low payout ratio (20.3%), INVE A's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: INVE A's dividends in 3 years are not forecast to be well covered by earnings (121.6% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Johan Forssell (49 yo)
Mr. Johan Forssell, M.Sc., serves as Director at Patricia Industries since May 2015. He has been the Chief Executive Officer at Investor AB since May 12, 2015 and has been its Member of Management Group si...
CEO Compensation Analysis
Compensation vs Market: Johan's total compensation ($USD2.91M) is above average for companies of similar size in the Swedish market ($USD2.01M).
Compensation vs Earnings: Johan's compensation has been consistent with company performance over the past year.
|CEO, President||5.67yrs||kr24.14m||0.019% |
|CFO & Member of Management Group||5.83yrs||no data||0.0017% |
|Co-Head of Patricia Industries||4yrs||no data||0.0054% |
|Head of Listed Companies & Member of the Management Group||5.67yrs||no data||0.0022% |
|Head of Corporate Governance||13.83yrs||no data||0.0032% |
|Co-Head of Patricia Industries & Member of the Extended Management Group||4yrs||no data||0.0049% |
|Head of Human Resources & Member of Extended Management Board||4yrs||no data||0.00027% |
|Head of Corporate Communication & Sustainability and Member of the Management Group||2.33yrs||no data||0.0012% |
|Head of Investor Relations||11.58yrs||no data||no data|
|Head of Treasury||no data||no data||no data|
|Deputy Treasurer||no data||no data||no data|
Experienced Management: INVE A's management team is seasoned and experienced (5.7 years average tenure).
|CEO, President||5.67yrs||kr24.14m||0.019% |
|Independent Vice Chairman of the Board||6yrs||kr1.63m||0.072% |
|Independent Director||11yrs||kr1.61m||no data|
|Independent Chairman of the Board||15.75yrs||kr3.46m||0.060% |
|Independent Director||9.75yrs||kr1.52m||0.0017% |
|Independent Director||13.83yrs||kr1.61m||0.00033% |
|Independent Director||11.83yrs||kr3.30m||no data|
|Independent Director||14.75yrs||kr1.06m||0.00029% |
|Independent Director||6.67yrs||kr1.50m||0.00058% |
Experienced Board: INVE A's board of directors are seasoned and experienced ( 10.4 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: INVE A insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Investor AB (publ)'s company bio, employee growth, exchange listings and data sources
- Name: Investor AB (publ)
- Ticker: INVE A
- Exchange: OM
- Founded: 1916
- Industry: Multi-Sector Holdings
- Sector: Diversified Financials
- Market Cap: kr478.788b
- Shares outstanding: 765.81m
- Website: https://www.investorab.com
Number of Employees
- Investor AB (publ)
- Arsenalsgatan 8C
- Stockholm County
- 103 32
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|IVSX.F||OTCPK (Pink Sheets LLC)||Yes||Class A Shares||US||USD||Jan 1992|
|INVE A||OM (OMX Nordic Exchange Stockholm)||Yes||Class A Shares||SE||SEK||Jan 1992|
|IVSA||DB (Deutsche Boerse AG)||Yes||Class A Shares||DE||EUR||Jan 1992|
|0NC5||LSE (London Stock Exchange)||Yes||Class A Shares||GB||SEK||Jan 1992|
|INVEAS||BATS-CHIXE (BATS 'Chi-X Europe')||Yes||Class A Shares||GB||SEK||Jan 1992|
|IVSB.F||OTCPK (Pink Sheets LLC)||Class B Shares||US||USD||Jan 1992|
|INVE B||OM (OMX Nordic Exchange Stockholm)||Class B Shares||SE||SEK||Jan 1992|
|IVSB||DB (Deutsche Boerse AG)||Class B Shares||DE||EUR||Jan 1992|
|0NC6||LSE (London Stock Exchange)||Class B Shares||GB||SEK||Jan 1992|
|INVEBS||BATS-CHIXE (BATS 'Chi-X Europe')||Class B Shares||GB||SEK||Jan 1992|
Investor AB (publ) is a venture capital firm specializing in mature, middle market, buyouts and growth capital investments. It is operating through four business areas including core, private equity, opera...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/01/22 20:14|
|End of Day Share Price||2021/01/22 00:00|
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.