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INVE

Investor OM:INVE A Stock Report

Last Price

kr182.80

Market Cap

kr528.8b

7D

-1.2%

1Y

-6.3%

Updated

26 Jun, 2022

Data

Company Financials +
INVE A fundamental analysis
Snowflake Score
Valuation4/6
Future Growth0/6
Past Performance2/6
Financial Health5/6
Dividends3/6

INVE A Stock Overview

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

Investor Competitors

 

 

 

 

 

 

 

 

 

 

 

 

Price History & Performance

Summary of all time highs, changes and price drops for Investor
Historical stock prices
Current Share Pricekr182.80
52 Week Highkr240.60
52 Week Lowkr178.80
Beta0.74
1 Month Change-8.74%
3 Month Change-16.15%
1 Year Change-6.26%
3 Year Change64.02%
5 Year Change84.32%
Change since IPO2,443.30%

Recent News & Updates

Apr 13
Here's Why I Think Investor (STO:INVE A) Is An Interesting Stock

Here's Why I Think Investor (STO:INVE A) Is An Interesting Stock

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

Shareholder Returns

INVE ASE Diversified FinancialSE Market
7D-1.2%-1.3%-1.3%
1Y-6.3%-17.0%-23.6%

Return vs Industry: INVE A exceeded the Swedish Diversified Financial industry which returned -17% over the past year.

Return vs Market: INVE A exceeded the Swedish Market which returned -23.6% over the past year.

Price Volatility

Is INVE A's price volatile compared to industry and market?
INVE A volatility
INVE A Average Weekly Movement4.1%
Diversified Financial Industry Average Movement5.5%
Market Average Movement7.4%
10% most volatile stocks in SE Market12.2%
10% least volatile stocks in SE Market4.7%

Stable Share Price: INVE A is less volatile than 75% of Swedish stocks over the past 3 months, typically moving +/- 4% a week.

Volatility Over Time: INVE A's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
n/a17,118Johan Forssellhttps://www.investorab.com

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, operating, and financial 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.

Investor Fundamentals Summary

How do Investor's earnings and revenue compare to its market cap?
INVE A fundamental statistics
Market Capkr528.78b
Earnings (TTM)kr70.74b
Revenue (TTM)kr112.95b

7.9x

P/E Ratio

5.0x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
INVE A income statement (TTM)
Revenuekr112.95b
Cost of Revenuekr23.11b
Gross Profitkr89.85b
Other Expenseskr19.10b
Earningskr70.74b

Last Reported Earnings

Mar 31, 2022

Next Earnings Date

Jul 15, 2022

Earnings per share (EPS)23.09
Gross Margin79.54%
Net Profit Margin62.63%
Debt/Equity Ratio14.0%

How did INVE A perform over the long term?

See historical performance and comparison

Dividends

2.2%

Current Dividend Yield

17%

Payout Ratio

Does INVE A pay a reliable dividends?

See INVE A dividend history and benchmarks
When do you need to buy INVE A by to receive an upcoming dividend?
Investor dividend dates
Ex Dividend DateNov 04 2022
Dividend Pay DateNov 10 2022
Days until Ex dividend131 days
Days until Dividend pay date137 days

Does INVE A pay a reliable dividends?

See INVE A dividend history and benchmarks
We’ve recently updated our valuation analysis.

Valuation

Is INVE A undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings 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 INVE A?

Other financial metrics that can be useful for relative valuation.

INVE A key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue5.3x
Enterprise Value/EBITDA7.8x
PEG Ration/a

Price to Earnings Ratio vs Peers

How does INVE A's PE Ratio compare to its peers?

INVE A PE Ratio vs Peers
The above table shows the PE ratio for INVE A vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyPEEstimated GrowthMarket Cap
Peer Average16.9x

Price-To-Earnings vs Peers: INVE A is good value based on its Price-To-Earnings Ratio (7.9x) compared to the peer average (16.9x).


Price to Earnings Ratio vs Industry

How does INVE A's PE Ratio compare vs other companies in the Diversified Financial Industry?

Price-To-Earnings vs Industry: INVE A is good value based on its Price-To-Earnings Ratio (7.9x) compared to the Swedish Diversified Financial industry average (14.1x)


Price to Earnings Ratio vs Fair Ratio

What is INVE A'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.

INVE A PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio7.9x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate INVE A's Price-To-Earnings Fair Ratio for valuation analysis.


Share Price vs Fair Value

What is the Fair Price of INVE A when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: INVE A (SEK182.8) is trading below our estimate of fair value (SEK601.03)

Significantly Below Fair Value: INVE A is trading below fair value by more than 20%.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate INVE A's PEG Ratio to determine if it is good value.


Discover undervalued companies

Future Growth

How is Investor forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?

Future Growth Score

0/6

Future Growth Score 0/6

  • Earnings vs Savings Rate

  • Earnings vs Market

  • High Growth Earnings

  • Revenue vs Market

  • High Growth Revenue

  • Future ROE


-31.1%

Forecasted annual revenue growth

Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: Insufficient data to determine if INVE A's forecast earnings growth is above the savings rate (0.3%).

Earnings vs Market: Insufficient data to determine if INVE A's earnings are forecast to grow faster than the Swedish market

High Growth Earnings: Insufficient data to determine if INVE A's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: INVE A's revenue is expected to decline over the next 3 years (-31.1% per year).

High Growth Revenue: INVE A's revenue is forecast to decline over the next 3 years (-31.1% 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 (5.5%).


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Past Performance

How has Investor performed over the past 5 years?

Past Performance Score

2/6

Past Performance Score 2/6

  • Quality Earnings

  • Growing Profit Margin

  • Earnings Trend

  • Accelerating Growth

  • Earnings vs Industry

  • High ROE


32.0%

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 (62.6%) are lower than last year (85.9%).


Past Earnings Growth Analysis

Earnings Trend: INVE A's earnings have grown significantly by 32% 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 (-62.3%) over the past year, making it difficult to compare to the Diversified Financial industry average (-73.7%).


Return on Equity

High ROE: INVE A's Return on Equity (11.5%) is considered low.


Discover strong past performing companies

Financial Health

How is Investor's financial position?

Financial Health Score

5/6

Financial Health Score 5/6

  • Short Term Liabilities

  • Long Term Liabilities

  • Debt Level

  • Reducing Debt

  • Debt Coverage

  • Interest Coverage

Financial Position Analysis

Short Term Liabilities: INVE A's short term assets (SEK39.6B) exceed its short term liabilities (SEK9.8B).

Long Term Liabilities: INVE A's short term assets (SEK39.6B) do not cover its long term liabilities (SEK100.1B).


Debt to Equity History and Analysis

Debt Level: INVE A's net debt to equity ratio (10.8%) is considered satisfactory.

Reducing Debt: INVE A's debt to equity ratio has reduced from 18% to 14% over the past 5 years.

Debt Coverage: INVE A's debt is well covered by operating cash flow (20%).

Interest Coverage: INVE A's interest payments on its debt are well covered by EBIT (56.3x coverage).


Balance Sheet


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Dividend

What is Investor current dividend yield, its reliability and sustainability?

Dividend Score

3/6

Dividend Score 3/6

  • Notable Dividend

  • High Dividend

  • Stable Dividend

  • Growing Dividend

  • Earnings Coverage

  • Future Dividend Coverage


2.19%

Current Dividend Yield

Upcoming Dividend Payment

TodayJun 26 2022Ex Dividend DateNov 04 2022Dividend Pay DateNov 10 20226 days from Ex DividendBuy in the next 131 days to receive the upcoming dividend

Dividend Yield vs Market

Notable Dividend: INVE A's dividend (2.19%) is higher than the bottom 25% of dividend payers in the Swedish market (1.67%).

High Dividend: INVE A's dividend (2.19%) is low compared to the top 25% of dividend payers in the Swedish market (5.41%).


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.


Earnings Payout to Shareholders

Earnings Coverage: With its low payout ratio (17.3%), INVE A's dividend payments are well covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its high cash payout ratio (103.1%), INVE A's dividend payments are not well covered by cash flows.


Discover strong dividend paying companies

Management

How experienced are the management team and are they aligned to shareholders interests?

7.2yrs

Average management tenure


CEO

Johan Forssell (50 yo)

16.42yrs

Tenure

kr26,132,000

Compensation

Mr. Johan Forssell, M.Sc., serves as Director at Patricia Industries since May 2015. He has been the Chief Executive Officer and President at Investor AB since May 12, 2015 and has been its Member of Manag...


CEO Compensation Analysis

Compensation vs Market: Johan's total compensation ($USD2.58M) is about average for companies of similar size in the Swedish market ($USD2.58M).

Compensation vs Earnings: Johan's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: INVE A's management team is seasoned and experienced (7.2 years average tenure).


Board Members

Experienced Board: INVE A's board of directors are seasoned and experienced ( 10.4 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if 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

Investor AB (publ)'s employee growth, exchange listings and data sources


Key Information

  • Name: Investor AB (publ)
  • Ticker: INVE A
  • Exchange: OM
  • Founded: NaN
  • Industry: Multi-Sector Holdings
  • Sector: Diversified Financials
  • Implied Market Cap: kr528.784b
  • Shares outstanding: 3.06b
  • Website: https://www.investorab.com

Number of Employees


Location

  • Investor AB (publ)
  • Arsenalsgatan 8C
  • Stockholm
  • Stockholm County
  • 103 32
  • Sweden

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2022/06/26 00:00
End of Day Share Price2022/06/23 00:00
Earnings2022/03/31
Annual Earnings2021/12/31


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.