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Investor AB (Investor AB) Shiller PE Ratio : 10.96 (As of May. 06, 2024)


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What is Investor AB Shiller PE Ratio?

As of today (2024-05-06), Investor AB's current share price is $24.99. Investor AB's E10 for the quarter that ended in Mar. 2024 was $2.28. Investor AB's Shiller PE Ratio for today is 10.96.

The historical rank and industry rank for Investor AB's Shiller PE Ratio or its related term are showing as below:

IVSBF' s Shiller PE Ratio Range Over the Past 10 Years
Min: 6.12   Med: 10.57   Max: 13.48
Current: 11.31

During the past years, Investor AB's highest Shiller PE Ratio was 13.48. The lowest was 6.12. And the median was 10.57.

IVSBF's Shiller PE Ratio is ranked better than
59.84% of 762 companies
in the Asset Management industry
Industry Median: 12.865 vs IVSBF: 11.31

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

Investor AB's adjusted earnings per share data for the three months ended in Mar. 2024 was $2.101. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is $2.28 for the trailing ten years ended in Mar. 2024.

Shiller PE for Stocks: The True Measure of Stock Valuation


Investor AB Shiller PE Ratio Historical Data

The historical data trend for Investor AB's Shiller PE Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Investor AB Shiller PE Ratio Chart

Investor AB Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 10.41 11.65 11.55 9.99 10.35

Investor AB Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
Shiller PE Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 10.61 9.85 9.93 10.35 11.07

Competitive Comparison of Investor AB's Shiller PE Ratio

For the Asset Management subindustry, Investor AB's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Investor AB's Shiller PE Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Investor AB's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where Investor AB's Shiller PE Ratio falls into.



Investor AB Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Investor AB's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=24.99/2.28
=10.96

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Investor AB's E10 for the quarter that ended in Mar. 2024 is calculated as:

For example, Investor AB's adjusted earnings per share data for the three months ended in Mar. 2024 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Mar. 2024 (Change)*Current CPI (Mar. 2024)
=2.101/130.9575*130.9575
=2.101

Current CPI (Mar. 2024) = 130.9575.

Investor AB Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201406 0.566 100.432 0.738
201409 0.642 100.161 0.839
201412 0.558 100.225 0.729
201503 1.303 99.950 1.707
201506 -0.337 99.995 -0.441
201509 -0.895 100.228 -1.169
201512 0.567 100.276 0.740
201603 -0.381 100.751 -0.495
201606 0.134 101.019 0.174
201609 1.178 101.138 1.525
201612 0.326 102.022 0.418
201703 1.114 102.022 1.430
201706 0.359 102.752 0.458
201709 0.219 103.279 0.278
201712 -0.039 103.793 -0.049
201803 0.175 103.962 0.220
201806 0.476 104.875 0.594
201809 0.935 105.679 1.159
201812 -1.632 105.912 -2.018
201903 1.013 105.886 1.253
201906 0.627 106.742 0.769
201909 0.693 107.214 0.846
201912 1.167 107.766 1.418
202003 -1.540 106.563 -1.893
202006 2.257 107.498 2.750
202009 1.002 107.635 1.219
202012 0.299 108.296 0.362
202103 3.370 108.360 4.073
202106 1.235 108.928 1.485
202109 1.018 110.338 1.208
202112 2.911 112.486 3.389
202203 -2.358 114.825 -2.689
202206 -2.131 118.384 -2.357
202209 0.250 122.296 0.268
202212 1.621 126.365 1.680
202303 1.023 127.042 1.055
202306 1.374 129.407 1.390
202309 -0.327 130.224 -0.329
202312 1.907 130.958 1.907
202403 2.101 130.958 2.101

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Investor AB  (OTCPK:IVSBF) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Investor AB Shiller PE Ratio Related Terms

Thank you for viewing the detailed overview of Investor AB's Shiller PE Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Investor AB (Investor AB) Business Description

Address
Arsenalsgatan 8C, Stockholm, SWE, SE-103 32
Investor AB is an industrial holding company with a long-term, active investment portfolio strategy. The company focuses on investing in companies that emphasize innovation and product development. Investor AB's so-called "buy-to-build" strategy seeks not to divest holdings, but rather to develop them over time in order to close the gap between price and value. A majority of its equity investments are made in the country of Sweden and greater Scandinavia, where the company mostly operates. The company measures performance by changes in net asset value and seeks to outperform the Stockholm Stock Exchange's OMSX Index. In 2015, Investor AB also formed and currently operates Patricia Industries, a sizable component of the company that was formed to manage its unlisted investments.
Executives
Ab Investor 10 percent owner ARSENALSGATAN 8C, SE-103 32, STOCKHOLM V7 00000

Investor AB (Investor AB) Headlines

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