Hide

FocusBar

Subscribe to Premium Member
Switch to:

GuruFocus Financial Strength Rank measures how strong a companyÂ’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

vs
industry
vs
history
Equity to Asset 0.62
IVSBF's Equity to Asset is ranked higher than
55% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 0.56 vs. IVSBF: 0.62 )
IVSBF' s 10-Year Equity to Asset Range
Min: 0.57   Max: 0.88
Current: 0.62

0.57
0.88
F-Score: 5
Z-Score: 2.19
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyÂ’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth

vs
industry
vs
history
Operating margin (%) 62.10
IVSBF's Operating margin (%) is ranked higher than
90% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 21.30 vs. IVSBF: 62.10 )
IVSBF' s 10-Year Operating margin (%) Range
Min: -369.6   Max: 106.9
Current: 62.1

-369.6
106.9
Net-margin (%) 57.7
IVSBF's Net-margin (%) is ranked higher than
84% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 14.05 vs. IVSBF: 57.7 )
IVSBF' s 10-Year Net-margin (%) Range
Min: -489.4   Max: 107.5
Current: 57.7

-489.4
107.5
ROE (%) 13.8
IVSBF's ROE (%) is ranked higher than
87% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 6.80 vs. IVSBF: 13.8 )
IVSBF' s 10-Year ROE (%) Range
Min: -31.9   Max: 22
Current: 13.8

-31.9
22
ROA (%) 10.5
IVSBF's ROA (%) is ranked higher than
91% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 2.80 vs. IVSBF: 10.5 )
IVSBF' s 10-Year ROA (%) Range
Min: -26.1   Max: 18.4
Current: 10.5

-26.1
18.4
ROC (Joel Greenblatt) (%) 627.30
IVSBF's ROC (Joel Greenblatt) (%) is ranked higher than
93% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 24.40 vs. IVSBF: 627.30 )
IVSBF' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -1537.1   Max: 1478.8
Current: 627.3

-1537.1
1478.8
Revenue Growth (%) 4.3
IVSBF's Revenue Growth (%) is ranked lower than
86% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: -1.00 vs. IVSBF: 4.3 )
IVSBF' s 10-Year Revenue Growth (%) Range
Min: 4.3   Max: 212.3
Current: 4.3

4.3
212.3
EBITDA Growth (%) -5.1
IVSBF's EBITDA Growth (%) is ranked lower than
96% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: -2.30 vs. IVSBF: -5.1 )
IVSBF' s 10-Year EBITDA Growth (%) Range
Min: -33.8   Max: 228.5
Current: -5.1

-33.8
228.5
EPS Growth (%) -6.2
IVSBF's EPS Growth (%) is ranked lower than
94% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 1.20 vs. IVSBF: -6.2 )
IVSBF' s 10-Year EPS Growth (%) Range
Min: -29.1   Max: 141.4
Current: -6.2

-29.1
141.4
» IVSBF's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

2011

IVSBF Guru Trades in 2011

Martin Whitman 10,030,709 sh (-0.48%)
» More
2011

IVSBF Guru Trades in 2011

Martin Whitman 8,579,575 sh (+3.53%)
Martin Whitman 1,805,000 sh (+3.53%)
» More
2012

IVSBF Guru Trades in 2012

Martin Whitman 5,486,185 sh (New)
» More
2013

IVSBF Guru Trades in 2013

Martin Whitman 6,366 sh (-99.88%)
» More
» Details

Insider Trades

Latest Guru Trades with IVSBF

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Martin Whitman 2013-01-31 Reduce -99.88%5.08%$20.95 - $27.03 $ 30.1421%6366
Martin Whitman 2012-10-31 New Buy5.09%$20.01 - $22.65 $ 30.1439%5486185
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry
vs
history
P/E(ttm) 6.20
IVSBF's P/E(ttm) is ranked higher than
89% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 15.40 vs. IVSBF: 6.20 )
IVSBF' s 10-Year P/E(ttm) Range
Min: 2.14   Max: 87.98
Current: 6.2

2.14
87.98
P/B 0.87
IVSBF's P/B is ranked higher than
71% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. IVSBF: 0.87 )
IVSBF' s 10-Year P/B Range
Min: 0.5   Max: 0.86
Current: 0.87

0.5
0.86
P/S 3.58
IVSBF's P/S is ranked higher than
56% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 3.40 vs. IVSBF: 3.58 )
IVSBF' s 10-Year P/S Range
Min: 2.15   Max: 84.76
Current: 3.58

2.15
84.76
PFCF 33.65
IVSBF's PFCF is ranked lower than
70% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 13.42 vs. IVSBF: 33.65 )
IVSBF' s 10-Year PFCF Range
Min: 12.33   Max: 204.18
Current: 33.65

12.33
204.18
EV-to-EBIT 7.6
IVSBF's EV-to-EBIT is ranked higher than
91% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 15.39 vs. IVSBF: 7.6 )
IVSBF' s 10-Year EV-to-EBIT Range
Min: 2   Max: 40.9
Current: 7.6

2
40.9

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.06
IVSBF's Dividend Yield is ranked higher than
65% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 3.50 vs. IVSBF: 2.06 )
IVSBF' s 10-Year Dividend Yield Range
Min: 1.83   Max: 3.44
Current: 2.06

1.83
3.44
Dividend Payout 0.2
IVSBF's Dividend Payout is ranked higher than
92% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 0.74 vs. IVSBF: 0.2 )
IVSBF' s 10-Year Dividend Payout Range
Min: 0.07   Max: 0.13
Current: 0.2

0.07
0.13
Dividend growth (3y) 1.2
IVSBF's Dividend growth (3y) is ranked lower than
70% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: -8.25 vs. IVSBF: 1.2 )
IVSBF' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 1.2
Current: 1.2

0
1.2
Yield on cost (5-Year) 2.10
IVSBF's Yield on cost (5-Year) is ranked higher than
63% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 3.31 vs. IVSBF: 2.10 )
IVSBF' s 10-Year Yield on cost (5-Year) Range
Min: 1.83   Max: 3.44
Current: 2.1

1.83
3.44
Share Buyback Rate 0.1
IVSBF's Share Buyback Rate is ranked higher than
96% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: -0.80 vs. IVSBF: 0.1 )
IVSBF' s 10-Year Share Buyback Rate Range
Min: 0.1   Max: 0
Current: 0.1

Valuation & Return

vs
industry
vs
history
Price/Net Current Asset Value 24
IVSBF's Price/Net Current Asset Value is ranked higher than
76% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 23.30 vs. IVSBF: 24 )
IVSBF' s 10-Year Price/Net Current Asset Value Range
Min: 11.4   Max: 620.7
Current: 24

11.4
620.7
Price/Tangible Book 1.1
IVSBF's Price/Tangible Book is ranked higher than
56% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 1.25 vs. IVSBF: 1.1 )
IVSBF' s 10-Year Price/Tangible Book Range
Min: 0.7   Max: 1.1
Current: 1.1

0.7
1.1
Price/Median PS Value 1
IVSBF's Price/Median PS Value is ranked higher than
60% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 0.90 vs. IVSBF: 1 )
IVSBF' s 10-Year Price/Median PS Value Range
Min: 0.7   Max: 8
Current: 1

0.7
8
Price/Graham Number 0.6
IVSBF's Price/Graham Number is ranked higher than
64% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 0.90 vs. IVSBF: 0.6 )
IVSBF' s 10-Year Price/Graham Number Range
Min: 0.3   Max: 1.7
Current: 0.6

0.3
1.7
Earnings Yield (Greenblatt) 13.20
IVSBF's Earnings Yield (Greenblatt) is ranked lower than
75% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 6.90 vs. IVSBF: 13.20 )
IVSBF' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.4   Max: 48.8
Current: 13.2

2.4
48.8

Business Description

Investor AB is a Swedish private equity and venture capital investment company that has stakes in several large Swedish companies. The company is divided into two segments: core and private equity. Investor AB's core positions are controlling minority stakes in publically traded companies. Some of the company's larger stakes are in ABB, Atlas Copco, Astra Zeneca, Electrolux, Ericsson, Husqvarna, Saab, and SEB. The private equity segment operates through its subsidiary, Investor Growth Capital. The subsidiary makes venture capital and buyout investments focused on technology, healthcare, and information technology. It invests between SEK 20 million and SEK 200 million in companies that are starting up or about to undergo expansion. When the company makes a buyout, it processes it with funds from its subsidiary EQT, which is an investor in medium-sized mature European and Chinese companies. Investor AB focuses its private equity deals in companies in Europe, the United States, and Asia. Some of the more noteworthy companies and deals were in Gambro, IBX, WM-data, Bredbandsbolaget, 3 Scandinavia, Novare, and Grand Hotel Stockholm.
Company Website
Industry: Asset Management
Compare:
Traded in other countries:INVE B.Sweden, INVE A.Sweden, IVSB.Germany, IVSA.Germany

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names
Free 7-day Trial