INVE A Stock Overview
A private equity firm specializing in mature, middle market, buyouts and growth capital investments. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 0/6 |
| Past Performance | 4/6 |
| Financial Health | 5/6 |
| Dividends | 4/6 |
Rewards
Risk Analysis
My Notes
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Investor AB (publ) Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | SEK 295.90 |
| 52 Week High | SEK 315.00 |
| 52 Week Low | SEK 223.20 |
| Beta | 0.76 |
| 1 Month Change | -0.14% |
| 3 Month Change | -3.77% |
| 1 Year Change | 28.32% |
| 3 Year Change | 31.45% |
| 5 Year Change | 130.50% |
| Change since IPO | 4,016.87% |
Recent News & 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 18Investor (STO:INVE A) Is Due To Pay A Dividend Of SEK1.20
Aug 22Recent updates
Investors Don't See Light At End Of Investor AB (publ)'s (STO:INVE A) Tunnel
Oct 14Do Investor's (STO:INVE A) Earnings Warrant Your Attention?
Sep 18Investor (STO:INVE A) Is Due To Pay A Dividend Of SEK1.20
Aug 22Investor (STO:INVE A) Will Pay A Dividend Of SEK1.20
Jul 25Investor (STO:INVE A) Is Due To Pay A Dividend Of SEK1.20
Jul 11Investor (STO:INVE A) Has Announced A Dividend Of SEK1.20
Jun 25Investor (STO:INVE A) Has Announced A Dividend Of SEK1.20
May 10Investor (STO:INVE A) Is Increasing Its Dividend To SEK3.60
Apr 25Shareholder Returns
| INVE A | SE Diversified Financial | SE Market | |
|---|---|---|---|
| 7D | -1.1% | -1.5% | -1.6% |
| 1Y | 28.3% | 18.5% | 6.5% |
Return vs Industry: INVE A exceeded the Swedish Diversified Financial industry which returned 18.5% over the past year.
Return vs Market: INVE A exceeded the Swedish Market which returned 6.1% over the past year.
Price Volatility
| INVE A volatility | |
|---|---|
| INVE A Average Weekly Movement | 1.8% |
| 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 | 3.2% |
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
| INVE A fundamental statistics | |
|---|---|
| Market cap | SEK 906.86b |
| Earnings (TTM) | SEK 204.98b |
| Revenue (TTM) | SEK 265.08b |
4.4x
P/E Ratio3.4x
P/S RatioIs INVE A overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 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 comparisonDividends
1.6%
Current Dividend Yield7%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/18 04:09 |
| End of Day Share Price | 2024/12/18 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
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.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Investor AB (publ) is covered by 19 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Rickard Henze | ABG Sundal Collier |
| Pierre-Yves Gauthier | AlphaValue |
| Alexandre Tissieres | BofA Global Research |