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

INVE A is good value based on its Price-To-Earnings Ratio (4.6x) compared to the peer average (33.9x).

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

INVE A is good value based on its Price-To-Earnings Ratio (4.6x) compared to the European Diversified Financial industry average (11.3x).

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 is good value based on its Price-To-Earnings Ratio (4.6x) compared to the estimated Fair Price-To-Earnings Ratio (8.6x).

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.

INVE A (SEK307.3) is trading below our estimate of [[fair value]] (SEK905.33)

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Target price is lower than the current share price.

Investor (OM:INVE A) - Stock Price, News & Analysis

INVE A Stock Overview

A private equity firm specializing in mature, middle market, buyouts and growth capital investments. More details

INVE A fundamental analysis
Snowflake Score
Valuation	5/6
Future Growth	0/6
Past Performance	4/6
Financial Health	5/6
Dividends	4/6

Rewards

Trading at 66.1% below our estimate of its fair value

Earnings have grown 13% per year over the past 5 years

Trading at good value compared to peers and industry

Risk Analysis

High level of non-cash earnings

Earnings are forecast to decline by an average of 55% per year for the next 3 years

Unstable dividend track record

Investor AB (publ) Competitors

AB Industrivärden

OM:INDU A

SEK 160.5b

L E Lundbergföretagen

OM:LUND B

SEK 132.3b

Investment AB Öresund

OM:ORES

SEK 5.1b

EQT

OM:EQT

SEK 386.2b

Price History & Performance

Summary of all time highs, changes and price drops for Investor
Historical stock prices
Current Share Price	SEK 307.30
52 Week High	SEK 315.00
52 Week Low	SEK 222.50
Beta	0.76
11 Month Change	1.79%
3 Month Change	3.40%
1 Year Change	37.80%
33 Year Change	34.60%
5 Year Change	142.21%
Change since IPO	4,175.48%

Recent updates

Investors Don't See Light At End Of Investor AB (publ)'s (STO:INVE A) Tunnel

Oct 14

Do Investor's (STO:INVE A) Earnings Warrant Your Attention?

Sep 18

Investor (STO:INVE A) Is Due To Pay A Dividend Of SEK1.20

Aug 22

Investor (STO:INVE A) Will Pay A Dividend Of SEK1.20

Jul 25

Investor (STO:INVE A) Is Due To Pay A Dividend Of SEK1.20

Jul 11

Investor (STO:INVE A) Has Announced A Dividend Of SEK1.20

Jun 25

Investor (STO:INVE A) Has Announced A Dividend Of SEK1.20

May 10

Investor (STO:INVE A) Is Increasing Its Dividend To SEK3.60

Apr 25

Investor's (STO:INVE A) Shareholders Will Receive A Bigger Dividend Than Last Year

Jul 06

Investor (STO:INVE A) Has Announced That It Will Be Increasing Its Dividend To SEK1.10

May 20

Investor's (STO:INVE A) Shareholders Will Receive A Bigger Dividend Than Last Year

May 06

Investor (STO:INVE A) Is Increasing Its Dividend To SEK3.30

Apr 05

Investor (STO:INVE A) Is Increasing Its Dividend To SEK3.30

Jan 24

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

Apr 13

I Ran A Stock Scan For Earnings Growth And Investor (STO:INVE A) Passed With Ease

Jan 13

I Ran A Stock Scan For Earnings Growth And Investor (STO:INVE A) Passed With Ease

Oct 15

Should You Take Comfort From Insider Transactions At Investor AB (publ) (STO:INVE A)?

Feb 28

Investor (STO:INVE A) Has Gifted Shareholders With A Fantastic 163% Total Return On Their Investment

Feb 01

Shareholder Returns

	INVE A	SE Diversified Financial	SE Market
7D	3.4%	3.1%	3.3%
1Y	37.8%	27.2%	13.7%

Return vs Industry: INVE A exceeded the Swedish Diversified Financial industry which returned 27.2% over the past year.

Return vs Market: INVE A exceeded the Swedish Market which returned 13.7% over the past year.

Price Volatility

Is INVE A's price volatile compared to industry and market?
INVE A volatility
INVE A Average Weekly Movement	1.9%
Diversified Financial Industry Average Movement	3.2%
Market Average Movement	5.6%
10% most volatile stocks in SE Market	11.4%
10% least volatile stocks in SE Market	3.3%

Stable Share Price: INVE A has not had significant price volatility in the past 3 months compared to the Swedish market.

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

About the Company

Founded	Employees	CEO	Website
1916	18,795	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?
INVE A fundamental statistics
Market cap	SEK 942.86b
Earnings (TTM)	SEK 204.98b
Revenue (TTM)	SEK 265.08b

4.6x

P/E Ratio

3.6x

P/S Ratio

Is INVE A overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
INVE A income statement (TTM)
Revenue	SEK 265.08b
Cost of Revenue	SEK 32.77b
Gross Profit	SEK 232.31b
Other Expenses	SEK 27.33b
Earnings	SEK 204.98b

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

Jan 23, 2025

Earnings per share (EPS)	66.92
Gross Margin	87.64%
Net Profit Margin	77.33%
Debt/Equity Ratio	11.2%

How did INVE A perform over the long term?

See historical performance and comparison

Dividends

1.6%

Current Dividend Yield

7%

Payout Ratio

INVE A Stock Overview

Rewards

Risk Analysis

Investor AB (publ) Competitors

OM:INDU A

SEK 160.5b

OM:LUND B

SEK 132.3b

OM:ORES

SEK 5.1b

OM:EQT

SEK 386.2b

Price History & Performance

Recent News & Updates

Upcoming dividend of kr1.20 per share

Third quarter 2024 earnings released: EPS: kr4.18 (vs kr3.62 loss in 3Q 2023)

Investors Don't See Light At End Of Investor AB (publ)'s (STO:INVE A) Tunnel

Do Investor's (STO:INVE A) Earnings Warrant Your Attention?

Investor AB to Appoint Jenny Ashman Haquinius as Member of Executive Leadership Team During the Fourth Quarter of 2024

Investor (STO:INVE A) Is Due To Pay A Dividend Of SEK1.20

Recent updates

Upcoming dividend of kr1.20 per share

Third quarter 2024 earnings released: EPS: kr4.18 (vs kr3.62 loss in 3Q 2023)

Investors Don't See Light At End Of Investor AB (publ)'s (STO:INVE A) Tunnel

Do Investor's (STO:INVE A) Earnings Warrant Your Attention?

Investor AB to Appoint Jenny Ashman Haquinius as Member of Executive Leadership Team During the Fourth Quarter of 2024

Investor (STO:INVE A) Is Due To Pay A Dividend Of SEK1.20

Investor (STO:INVE A) Will Pay A Dividend Of SEK1.20

Second quarter 2024 earnings released: EPS: kr21.29 (vs kr14.80 in 2Q 2023)

Investor AB (publ) to Report First Half, 2025 Results on Jul 17, 2025

Investor (STO:INVE A) Is Due To Pay A Dividend Of SEK1.20

Investor (STO:INVE A) Has Announced A Dividend Of SEK1.20

Investor AB (Publ) Announces Resignation of Helena Saxon as Chief Financial Officer

Price target increased by 8.1% to kr276

Investor (STO:INVE A) Has Announced A Dividend Of SEK1.20

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

Investor (STO:INVE A) Is Increasing Its Dividend To SEK3.60

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

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

Price target increased by 30% to kr307

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 (STO:INVE A) Shareholders Will Receive A Bigger Dividend Than Last Year

Investor (STO:INVE A) Has Announced That It Will Be Increasing Its Dividend To SEK1.10

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

Investor's (STO:INVE A) Shareholders Will Receive A Bigger Dividend Than Last Year

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

Investor (STO:INVE A) Is Increasing Its Dividend To SEK3.30

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

Investor (STO:INVE A) Is Increasing Its Dividend To SEK3.30

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: EPS and revenues exceed analyst expectations

Upcoming dividend of kr3.00 per share

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

Full year 2021 earnings: EPS and revenues exceed analyst expectations

Insider recently sold kr1.3m worth of stock

Head of Patricia Industries recently sold kr10m worth of stock