INVE A Stock Overview
Investor AB (publ) is a venture capital firm specializing in mature, middle market, buyouts and growth capital investments.
Price History & Performance
|Historical stock prices|
|Current Share Price||kr182.80|
|52 Week High||kr240.60|
|52 Week Low||kr178.80|
|1 Month Change||-8.74%|
|3 Month Change||-16.15%|
|1 Year Change||-6.26%|
|3 Year Change||64.02%|
|5 Year Change||84.32%|
|Change since IPO||2,443.30%|
Recent News & Updates
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...
|INVE A||SE Diversified Financial||SE Market|
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.
|INVE A volatility|
|INVE A Average Weekly Movement||4.1%|
|Diversified Financial Industry Average Movement||5.5%|
|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: 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
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
|INVE A fundamental statistics|
Is INVE A overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|INVE A income statement (TTM)|
|Cost of Revenue||kr23.11b|
Last Reported Earnings
Mar 31, 2022
Next Earnings Date
Jul 15, 2022
|Earnings per share (EPS)||23.09|
|Net Profit Margin||62.63%|
How did INVE A perform over the long term?See historical performance and comparison
2.2%Current Dividend Yield
Does INVE A pay a reliable dividends?See INVE A dividend history and benchmarks
|Investor dividend dates|
|Ex Dividend Date||Nov 04 2022|
|Dividend Pay Date||Nov 10 2022|
|Days until Ex dividend||131 days|
|Days until Dividend pay date||137 days|
Does INVE A pay a reliable dividends?See INVE A dividend history and benchmarks
Is INVE A undervalued compared to its fair value, analyst forecasts and its price relative to the market?
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
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.
|What is INVE A's n/a Ratio?|
Price to Earnings Ratio vs Peers
How does INVE A's PE Ratio compare to its peers?
|INVE A PE Ratio vs Peers|
|Company||PE||Estimated Growth||Market Cap|
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.
|Current PE Ratio||7.9x|
|Fair PE Ratio||n/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.
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How is Investor forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?
Future Growth Score0/6
Future Growth Score 0/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
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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How has Investor performed over the past 5 years?
Past Performance Score2/6
Past Performance Score 2/6
Growing Profit Margin
Earnings vs Industry
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.
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How is Investor's financial position?
Financial Health Score5/6
Financial Health Score 5/6
Short Term Liabilities
Long Term Liabilities
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).
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What is Investor current dividend yield, its reliability and sustainability?
Dividend Score 3/6
Future Dividend Coverage
Current Dividend Yield
Upcoming Dividend Payment
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
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Johan Forssell (50 yo)
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.
Experienced Management: INVE A's management team is seasoned and experienced (7.2 years average tenure).
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: Insufficient data to determine if 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 employee growth, exchange listings and data sources
- 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
- Investor AB (publ)
- Arsenalsgatan 8C
- Stockholm County
- 103 32
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/06/26 00:00|
|End of Day Share Price||2022/06/23 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.