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Also traded in: Germany, Sweden, UK

GuruFocus Financial Strength Rank measures how strong a company’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 : 6/10

vs
industry
vs
history
Cash to Debt 0.26
IVSBY's Cash to Debt is ranked lower than
86% of the 1578 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVSBY: 0.26 )
Ranked among companies with meaningful Cash to Debt only.
IVSBY' s Cash to Debt Range Over the Past 10 Years
Min: 0.15  Med: 0.36 Max: No Debt
Current: 0.26
Equity to Asset 0.81
IVSBY's Equity to Asset is ranked lower than
53% of the 1443 Companies
in the Global Asset Management industry.

( Industry Median: 0.84 vs. IVSBY: 0.81 )
Ranked among companies with meaningful Equity to Asset only.
IVSBY' s Equity to Asset Range Over the Past 10 Years
Min: 0.03  Med: 0.8 Max: 1
Current: 0.81
0.03
1
Interest Coverage 23.94
IVSBY's Interest Coverage is ranked lower than
67% of the 1461 Companies
in the Global Asset Management industry.

( Industry Median: 828.33 vs. IVSBY: 23.94 )
Ranked among companies with meaningful Interest Coverage only.
IVSBY' s Interest Coverage Range Over the Past 10 Years
Min: 0.56  Med: 35.39 Max: No Debt
Current: 23.94
F-Score: 3
Z-Score: 2.65
WACC vs ROIC
8.74%
13.45%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’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 : 8/10

vs
industry
vs
history
Operating margin (%) 61.36
IVSBY's Operating margin (%) is ranked higher than
58% of the 1470 Companies
in the Global Asset Management industry.

( Industry Median: 47.12 vs. IVSBY: 61.36 )
Ranked among companies with meaningful Operating margin (%) only.
IVSBY' s Operating margin (%) Range Over the Past 10 Years
Min: -369.6  Med: 93.58 Max: 6494.62
Current: 61.36
-369.6
6494.62
Net-margin (%) 57.86
IVSBY's Net-margin (%) is ranked higher than
61% of the 1473 Companies
in the Global Asset Management industry.

( Industry Median: 34.89 vs. IVSBY: 57.86 )
Ranked among companies with meaningful Net-margin (%) only.
IVSBY' s Net-margin (%) Range Over the Past 10 Years
Min: -486.25  Med: 90.46 Max: 6387
Current: 57.86
-486.25
6387
ROE (%) 14.60
IVSBY's ROE (%) is ranked higher than
83% of the 1583 Companies
in the Global Asset Management industry.

( Industry Median: 2.75 vs. IVSBY: 14.60 )
Ranked among companies with meaningful ROE (%) only.
IVSBY' s ROE (%) Range Over the Past 10 Years
Min: -45.76  Med: 17.04 Max: 615.58
Current: 14.6
-45.76
615.58
ROA (%) 11.75
IVSBY's ROA (%) is ranked higher than
87% of the 1612 Companies
in the Global Asset Management industry.

( Industry Median: 1.64 vs. IVSBY: 11.75 )
Ranked among companies with meaningful ROA (%) only.
IVSBY' s ROA (%) Range Over the Past 10 Years
Min: -23.11  Med: 13.3 Max: 20.18
Current: 11.75
-23.11
20.18
ROC (Joel Greenblatt) (%) 494.63
IVSBY's ROC (Joel Greenblatt) (%) is ranked higher than
80% of the 967 Companies
in the Global Asset Management industry.

( Industry Median: 35.55 vs. IVSBY: 494.63 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
IVSBY' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: -1510.82  Med: 516.11 Max: 2327.52
Current: 494.63
-1510.82
2327.52
Revenue Growth (3Y)(%) 35.10
IVSBY's Revenue Growth (3Y)(%) is ranked higher than
86% of the 1013 Companies
in the Global Asset Management industry.

( Industry Median: 0.30 vs. IVSBY: 35.10 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
IVSBY' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: -19.8 Max: 333.2
Current: 35.1
0
333.2
EBITDA Growth (3Y)(%) -9.10
IVSBY's EBITDA Growth (3Y)(%) is ranked lower than
66% of the 848 Companies
in the Global Asset Management industry.

( Industry Median: 0.40 vs. IVSBY: -9.10 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
IVSBY' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -68.6  Med: 3.9 Max: 389.6
Current: -9.1
-68.6
389.6
EPS Growth (3Y)(%) -10.50
IVSBY's EPS Growth (3Y)(%) is ranked lower than
65% of the 763 Companies
in the Global Asset Management industry.

( Industry Median: 3.70 vs. IVSBY: -10.50 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
IVSBY' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -36.8  Med: 3.5 Max: 212.8
Current: -10.5
-36.8
212.8
» IVSBY's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow
Oprt. Cash Flow & Net Income

» Details

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Business Description

Industry: Asset Management » Asset Management
Compare:OTCPK:CAIXY, NYSE:AMP, NAS:TROW, NAS:NTRS, OTCPK:PGPHF, NYSE:IVZ, OTCPK:GBLBF, NYSE:BEN, OTCPK:SHNWF, OTCPK:EXOSF, NYSE:AMG, NYSE:APO, NAS:SEIC, NYSE:VOYA, NYSE:KKR, OTCPK:IGIFF, OTCPK:KNVKF, NYSE:OAK, OTCPK:CIFAF, OTCPK:WNDLF » details
Traded in other countries:IVSB.Germany, INVE B.Sweden, 0NC6.UK,
Investor AB operates as an industrial holding company. It focuses on participating in ownership, private equity & venture capital of companies and developing them in order to increase their net asset value in long run.

Investor AB is a Sweden-based industrial holding company. The Company's operations are divided into two principal business areas: Core Investments and Financial Investments. The Core Investments business area represents the majority of assets and is divided into listed companies and subsidiaries. Its listed core investments are SEB, Atlas Copco, ABB, AstraZeneca, Ericsson, Wärtsilä, Electrolux, Sobi, Nasdaq, Saab and Husqvarna. Core Investments also includes its subsidiaries Mölnlycke Health Care, Aleris, Permobil, Grand Group and Vectura. Financial Investments, representing 12 percent of its total assets, consists of its investments in EQT and Investor Growth Capital (IGC), partner-owned investments and some other investments and activities.

Top Ranked Articles about Investor AB

Swedish Holding Company Investor AB Is a Textbook Value Stock Investor AB holds a portfolio of publicly traded and privately held investments
Investor AB (IVSBY, IVSBF) is a Swedish holding company that has been in operation for over 100 years. The stock trades at a small discount to NAV and has grown NAV nicely over the last 20 years. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 5.99
IVSBY's P/E(ttm) is ranked higher than
85% of the 1314 Companies
in the Global Asset Management industry.

( Industry Median: 15.18 vs. IVSBY: 5.99 )
Ranked among companies with meaningful P/E(ttm) only.
IVSBY' s P/E(ttm) Range Over the Past 10 Years
Min: 2.14  Med: 4.29 Max: 87.98
Current: 5.99
2.14
87.98
PE(NRI) 5.99
IVSBY's PE(NRI) is ranked higher than
85% of the 1109 Companies
in the Global Asset Management industry.

( Industry Median: 15.47 vs. IVSBY: 5.99 )
Ranked among companies with meaningful PE(NRI) only.
IVSBY' s PE(NRI) Range Over the Past 10 Years
Min: 2.14  Med: 4.29 Max: 87.98
Current: 5.99
2.14
87.98
Price/Owner Earnings (ttm) 7.53
IVSBY's Price/Owner Earnings (ttm) is ranked higher than
70% of the 367 Companies
in the Global Asset Management industry.

( Industry Median: 12.52 vs. IVSBY: 7.53 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
IVSBY' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 3.75  Med: 5.76 Max: 38.05
Current: 7.53
3.75
38.05
P/B 0.81
IVSBY's P/B is ranked higher than
76% of the 1812 Companies
in the Global Asset Management industry.

( Industry Median: 0.98 vs. IVSBY: 0.81 )
Ranked among companies with meaningful P/B only.
IVSBY' s P/B Range Over the Past 10 Years
Min: 0.5  Med: 0.74 Max: 21.28
Current: 0.81
0.5
21.28
P/S 3.46
IVSBY's P/S is ranked higher than
70% of the 1485 Companies
in the Global Asset Management industry.

( Industry Median: 6.63 vs. IVSBY: 3.46 )
Ranked among companies with meaningful P/S only.
IVSBY' s P/S Range Over the Past 10 Years
Min: 2.01  Med: 4.5 Max: 83.84
Current: 3.46
2.01
83.84
EV-to-EBIT 6.58
IVSBY's EV-to-EBIT is ranked higher than
75% of the 1324 Companies
in the Global Asset Management industry.

( Industry Median: 13.39 vs. IVSBY: 6.58 )
Ranked among companies with meaningful EV-to-EBIT only.
IVSBY' s EV-to-EBIT Range Over the Past 10 Years
Min: -53.5  Med: 4.3 Max: 25.4
Current: 6.58
-53.5
25.4
EV-to-EBITDA 6.58
IVSBY's EV-to-EBITDA is ranked higher than
72% of the 1341 Companies
in the Global Asset Management industry.

( Industry Median: 11.86 vs. IVSBY: 6.58 )
Ranked among companies with meaningful EV-to-EBITDA only.
IVSBY' s EV-to-EBITDA Range Over the Past 10 Years
Min: -53.5  Med: 4.3 Max: 25.4
Current: 6.58
-53.5
25.4
Current Ratio 2.65
IVSBY's Current Ratio is ranked lower than
58% of the 1019 Companies
in the Global Asset Management industry.

( Industry Median: 4.16 vs. IVSBY: 2.65 )
Ranked among companies with meaningful Current Ratio only.
IVSBY' s Current Ratio Range Over the Past 10 Years
Min: 2.44  Med: 3.23 Max: 7.64
Current: 2.65
2.44
7.64
Quick Ratio 2.29
IVSBY's Quick Ratio is ranked lower than
60% of the 1019 Companies
in the Global Asset Management industry.

( Industry Median: 4.00 vs. IVSBY: 2.29 )
Ranked among companies with meaningful Quick Ratio only.
IVSBY' s Quick Ratio Range Over the Past 10 Years
Min: 2.23  Med: 2.92 Max: 7.64
Current: 2.29
2.23
7.64
Days Inventory 49.62
IVSBY's Days Inventory is ranked higher than
53% of the 182 Companies
in the Global Asset Management industry.

( Industry Median: 57.56 vs. IVSBY: 49.62 )
Ranked among companies with meaningful Days Inventory only.
IVSBY' s Days Inventory Range Over the Past 10 Years
Min: 21.68  Med: 40.73 Max: 49.62
Current: 49.62
21.68
49.62

Buy Back

vs
industry
vs
history
Dividend Growth (3y) 14.50
IVSBY's Dividend Growth (3y) is ranked higher than
77% of the 647 Companies
in the Global Asset Management industry.

( Industry Median: 2.40 vs. IVSBY: 14.50 )
Ranked among companies with meaningful Dividend Growth (3y) only.
IVSBY' s Dividend Growth (3y) Range Over the Past 10 Years
Min: 0  Med: 0 Max: 20.5
Current: 14.5
0
20.5
Yield on cost (5-Year) 5.40
IVSBY's Yield on cost (5-Year) is ranked higher than
76% of the 1702 Companies
in the Global Asset Management industry.

( Industry Median: 5.04 vs. IVSBY: 5.40 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
IVSBY' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 5.15  Med: 7.25 Max: 10.97
Current: 5.4
5.15
10.97

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 0.97
IVSBY's Price/Tangible Book is ranked higher than
54% of the 1739 Companies
in the Global Asset Management industry.

( Industry Median: 0.99 vs. IVSBY: 0.97 )
Ranked among companies with meaningful Price/Tangible Book only.
IVSBY' s Price/Tangible Book Range Over the Past 10 Years
Min: 0.63  Med: 0.88 Max: 20.89
Current: 0.97
0.63
20.89
Price/Projected FCF 1.04
IVSBY's Price/Projected FCF is ranked higher than
58% of the 524 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. IVSBY: 1.04 )
Ranked among companies with meaningful Price/Projected FCF only.
IVSBY' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.82  Med: 1.02 Max: 1.12
Current: 1.04
0.82
1.12
Price/Median PS Value 0.77
IVSBY's Price/Median PS Value is ranked higher than
77% of the 1338 Companies
in the Global Asset Management industry.

( Industry Median: 1.03 vs. IVSBY: 0.77 )
Ranked among companies with meaningful Price/Median PS Value only.
IVSBY' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.53  Med: 0.97 Max: 46.5
Current: 0.77
0.53
46.5
Price/Graham Number 0.51
IVSBY's Price/Graham Number is ranked higher than
83% of the 1163 Companies
in the Global Asset Management industry.

( Industry Median: 0.96 vs. IVSBY: 0.51 )
Ranked among companies with meaningful Price/Graham Number only.
IVSBY' s Price/Graham Number Range Over the Past 10 Years
Min: 0.32  Med: 0.41 Max: 1.73
Current: 0.51
0.32
1.73
Earnings Yield (Greenblatt) (%) 15.20
IVSBY's Earnings Yield (Greenblatt) (%) is ranked higher than
82% of the 1878 Companies
in the Global Asset Management industry.

( Industry Median: 4.64 vs. IVSBY: 15.20 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
IVSBY' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 3.9  Med: 21.3 Max: 48.5
Current: 15.2
3.9
48.5

More Statistics

Revenue (TTM) (Mil) $7,978
EPS (TTM) $ 3.00
Beta1.08
Short Percentage of Float0.00%
52-Week Range $14.04 - 50.00
Shares Outstanding (Mil)1,527.98

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