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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 : 7/10

vs
industry
vs
history
Cash-to-Debt 0.26
IVSBY's Cash-to-Debt is ranked lower than
85% of the 1393 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: 0.14  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 1328 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: 0.72  Med: 0.8 Max: 1
Current: 0.81
0.72
1
Interest Coverage 24.28
IVSBY's Interest Coverage is ranked lower than
69% of the 1407 Companies
in the Global Asset Management industry.

( Industry Median: 1209.65 vs. IVSBY: 24.28 )
Ranked among companies with meaningful Interest Coverage only.
IVSBY' s Interest Coverage Range Over the Past 10 Years
Min: 0.28  Med: 24.81 Max: 45.3
Current: 24.28
0.28
45.3
Piotroski F-Score: 4
Altman Z-Score: 2.51
WACC vs ROIC
8.65%
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
56% of the 1344 Companies
in the Global Asset Management industry.

( Industry Median: 50.11 vs. IVSBY: 61.36 )
Ranked among companies with meaningful Operating Margin % only.
IVSBY' s Operating Margin % Range Over the Past 10 Years
Min: -494.71  Med: 75.56 Max: 104.5
Current: 61.36
-494.71
104.5
Net Margin % 57.86
IVSBY's Net Margin % is ranked higher than
57% of the 1347 Companies
in the Global Asset Management industry.

( Industry Median: 39.54 vs. IVSBY: 57.86 )
Ranked among companies with meaningful Net Margin % only.
IVSBY' s Net Margin % Range Over the Past 10 Years
Min: -650.85  Med: 72.62 Max: 105.07
Current: 57.86
-650.85
105.07
ROE % 14.60
IVSBY's ROE % is ranked higher than
77% of the 1396 Companies
in the Global Asset Management industry.

( Industry Median: 5.67 vs. IVSBY: 14.60 )
Ranked among companies with meaningful ROE % only.
IVSBY' s ROE % Range Over the Past 10 Years
Min: -27.17  Med: 17.04 Max: 24.39
Current: 14.6
-27.17
24.39
ROA % 11.75
IVSBY's ROA % is ranked higher than
80% of the 1424 Companies
in the Global Asset Management industry.

( Industry Median: 3.06 vs. IVSBY: 11.75 )
Ranked among companies with meaningful ROA % only.
IVSBY' s ROA % Range Over the Past 10 Years
Min: -23.09  Med: 13.31 Max: 20.22
Current: 11.75
-23.09
20.22
ROC (Joel Greenblatt) % 494.63
IVSBY's ROC (Joel Greenblatt) % is ranked higher than
77% of the 813 Companies
in the Global Asset Management industry.

( Industry Median: 30.40 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: -1480.92  Med: 548.07 Max: 1430.09
Current: 494.63
-1480.92
1430.09
3-Year Revenue Growth Rate 0.10
IVSBY's 3-Year Revenue Growth Rate is ranked lower than
51% of the 1013 Companies
in the Global Asset Management industry.

( Industry Median: 0.90 vs. IVSBY: 0.10 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
IVSBY' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: 0  Med: 19.5 Max: 267.1
Current: 0.1
0
267.1
3-Year EBITDA Growth Rate -9.10
IVSBY's 3-Year EBITDA Growth Rate is ranked lower than
67% of the 855 Companies
in the Global Asset Management industry.

( Industry Median: 1.30 vs. IVSBY: -9.10 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
IVSBY' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -55.4  Med: 3 Max: 245.4
Current: -9.1
-55.4
245.4
3-Year EPS without NRI Growth Rate -10.50
IVSBY's 3-Year EPS without NRI Growth Rate is ranked lower than
65% of the 774 Companies
in the Global Asset Management industry.

( Industry Median: 3.80 vs. IVSBY: -10.50 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
IVSBY' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -36.8  Med: 3.5 Max: 212.8
Current: -10.5
-36.8
212.8
GuruFocus has detected 5 Warning Signs with Investor AB $IVSBY.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» IVSBY's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

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Business Description

Industry: Asset Management » Asset Management    NAICS: 523999    SIC: 6799
Compare:NYSE:STT, NYSE:BX, NYSE:BEN, OTCPK:CAIXY, NYSE:AMP, NAS:NTRS, NAS:TROW, OTCPK:RMGOF, OTCPK:PGPHF, OTCPK:GBLBF, NYSE:IVZ, OTCPK:TGOPY, NYSE:ATH, NYSE:BK, NYSE:APO, NYSE:AMG, NAS:SEIC, NYSE:KKR, OTCPK:IDDTF, OTCPK:SHRRF » 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
PE Ratio 7.04
IVSBY's PE Ratio is ranked higher than
77% of the 1224 Companies
in the Global Asset Management industry.

( Industry Median: 13.60 vs. IVSBY: 7.04 )
Ranked among companies with meaningful PE Ratio only.
IVSBY' s PE Ratio Range Over the Past 10 Years
Min: 2.14  Med: 4.33 Max: 87.98
Current: 7.04
2.14
87.98
PE Ratio without NRI 7.04
IVSBY's PE Ratio without NRI is ranked higher than
77% of the 1217 Companies
in the Global Asset Management industry.

( Industry Median: 13.58 vs. IVSBY: 7.04 )
Ranked among companies with meaningful PE Ratio without NRI only.
IVSBY' s PE Ratio without NRI Range Over the Past 10 Years
Min: 2.14  Med: 4.33 Max: 87.98
Current: 7.04
2.14
87.98
Price-to-Owner-Earnings 8.86
IVSBY's Price-to-Owner-Earnings is ranked higher than
65% of the 334 Companies
in the Global Asset Management industry.

( Industry Median: 12.99 vs. IVSBY: 8.86 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
IVSBY' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 3.76  Med: 6.35 Max: 37.99
Current: 8.86
3.76
37.99
PB Ratio 0.95
IVSBY's PB Ratio is ranked higher than
57% of the 1435 Companies
in the Global Asset Management industry.

( Industry Median: 1.00 vs. IVSBY: 0.95 )
Ranked among companies with meaningful PB Ratio only.
IVSBY' s PB Ratio Range Over the Past 10 Years
Min: 0.5  Med: 0.74 Max: 0.96
Current: 0.95
0.5
0.96
PS Ratio 4.07
IVSBY's PS Ratio is ranked higher than
65% of the 1205 Companies
in the Global Asset Management industry.

( Industry Median: 6.73 vs. IVSBY: 4.07 )
Ranked among companies with meaningful PS Ratio only.
IVSBY' s PS Ratio Range Over the Past 10 Years
Min: 2.01  Med: 3.51 Max: 83.84
Current: 4.07
2.01
83.84
EV-to-EBIT 6.17
IVSBY's EV-to-EBIT is ranked higher than
87% of the 1029 Companies
in the Global Asset Management industry.

( Industry Median: 12.05 vs. IVSBY: 6.17 )
Ranked among companies with meaningful EV-to-EBIT only.
IVSBY' s EV-to-EBIT Range Over the Past 10 Years
Min: -53.5  Med: 4.4 Max: 25.4
Current: 6.17
-53.5
25.4
EV-to-EBITDA 6.17
IVSBY's EV-to-EBITDA is ranked higher than
87% of the 1057 Companies
in the Global Asset Management industry.

( Industry Median: 11.10 vs. IVSBY: 6.17 )
Ranked among companies with meaningful EV-to-EBITDA only.
IVSBY' s EV-to-EBITDA Range Over the Past 10 Years
Min: -53.5  Med: 4.4 Max: 25.4
Current: 6.17
-53.5
25.4
Current Ratio 2.65
IVSBY's Current Ratio is ranked lower than
58% of the 851 Companies
in the Global Asset Management industry.

( Industry Median: 3.83 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: 3.24 Max: 7.64
Current: 2.65
2.44
7.64
Quick Ratio 2.29
IVSBY's Quick Ratio is ranked lower than
59% of the 851 Companies
in the Global Asset Management industry.

( Industry Median: 3.68 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: 2.96 Max: 7.64
Current: 2.29
2.23
7.64
Days Inventory 49.62
IVSBY's Days Inventory is ranked higher than
58% of the 159 Companies
in the Global Asset Management industry.

( Industry Median: 66.27 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

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 4.31
IVSBY's Dividend Yield % is ranked lower than
62% of the 1493 Companies
in the Global Asset Management industry.

( Industry Median: 4.01 vs. IVSBY: 4.31 )
Ranked among companies with meaningful Dividend Yield % only.
IVSBY' s Dividend Yield % Range Over the Past 10 Years
Min: 2.31  Med: 3.24 Max: 4.92
Current: 4.31
2.31
4.92
Dividend Payout Ratio 0.20
IVSBY's Dividend Payout Ratio is ranked higher than
79% of the 887 Companies
in the Global Asset Management industry.

( Industry Median: 0.57 vs. IVSBY: 0.20 )
Ranked among companies with meaningful Dividend Payout Ratio only.
IVSBY' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.1  Med: 0.12 Max: 0.39
Current: 0.2
0.1
0.39
3-Year Dividend Growth Rate 14.50
IVSBY's 3-Year Dividend Growth Rate is ranked higher than
79% of the 655 Companies
in the Global Asset Management industry.

( Industry Median: 2.50 vs. IVSBY: 14.50 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
IVSBY' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 0  Med: 14.5 Max: 28.3
Current: 14.5
0
28.3
Forward Dividend Yield % 4.50
IVSBY's Forward Dividend Yield % is ranked lower than
64% of the 1428 Companies
in the Global Asset Management industry.

( Industry Median: 4.36 vs. IVSBY: 4.50 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 9.61
IVSBY's 5-Year Yield-on-Cost % is ranked higher than
70% of the 1724 Companies
in the Global Asset Management industry.

( Industry Median: 4.64 vs. IVSBY: 9.61 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
IVSBY' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 5.15  Med: 7.23 Max: 10.97
Current: 9.61
5.15
10.97

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 1.14
IVSBY's Price-to-Tangible-Book is ranked lower than
65% of the 1368 Companies
in the Global Asset Management industry.

( Industry Median: 1.01 vs. IVSBY: 1.14 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
IVSBY' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 0.63  Med: 0.88 Max: 1.14
Current: 1.14
0.63
1.14
Price-to-Intrinsic-Value-Projected-FCF 1.23
IVSBY's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
64% of the 477 Companies
in the Global Asset Management industry.

( Industry Median: 1.09 vs. IVSBY: 1.23 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
IVSBY' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.82  Med: 1.02 Max: 1.23
Current: 1.23
0.82
1.23
Price-to-Median-PS-Value 1.16
IVSBY's Price-to-Median-PS-Value is ranked lower than
64% of the 843 Companies
in the Global Asset Management industry.

( Industry Median: 1.03 vs. IVSBY: 1.16 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
IVSBY' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.65  Med: 0.93 Max: 46.5
Current: 1.16
0.65
46.5
Price-to-Graham-Number 0.60
IVSBY's Price-to-Graham-Number is ranked higher than
69% of the 970 Companies
in the Global Asset Management industry.

( Industry Median: 0.82 vs. IVSBY: 0.60 )
Ranked among companies with meaningful Price-to-Graham-Number only.
IVSBY' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.32  Med: 0.4 Max: 1.57
Current: 0.6
0.32
1.57
Earnings Yield (Greenblatt) % 16.21
IVSBY's Earnings Yield (Greenblatt) % is ranked higher than
91% of the 1447 Companies
in the Global Asset Management industry.

( Industry Median: 4.88 vs. IVSBY: 16.21 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
IVSBY' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 3.9  Med: 20.9 Max: 48.6
Current: 16.21
3.9
48.6

More Statistics

Revenue (TTM) (Mil) $7,978
EPS (TTM) $ 3.00
Beta1.21
Short Percentage of Float0.00%
52-Week Range $14.03 - 25.00
Shares Outstanding (Mil)1,521.85

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