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Investor AB (Investor AB) Equity-to-Asset : 0.87 (As of Mar. 2024)


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What is Investor AB Equity-to-Asset?

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Investor AB's Total Stockholders Equity for the quarter that ended in Mar. 2024 was $75,562 Mil. Investor AB's Total Assets for the quarter that ended in Mar. 2024 was $87,137 Mil. Therefore, Investor AB's Equity to Asset Ratio for the quarter that ended in Mar. 2024 was 0.87.

The historical rank and industry rank for Investor AB's Equity-to-Asset or its related term are showing as below:

IVSBF' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.78   Med: 0.81   Max: 0.87
Current: 0.87

During the past 13 years, the highest Equity to Asset Ratio of Investor AB was 0.87. The lowest was 0.78. And the median was 0.81.

IVSBF's Equity-to-Asset is ranked better than
55.91% of 1726 companies
in the Asset Management industry
Industry Median: 0.83 vs IVSBF: 0.87

Investor AB Equity-to-Asset Historical Data

The historical data trend for Investor AB's Equity-to-Asset 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 Equity-to-Asset Chart

Investor AB Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.81 0.81 0.86 0.84 0.86

Investor AB Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
Equity-to-Asset 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 0.84 0.84 0.84 0.86 0.87

Competitive Comparison of Investor AB's Equity-to-Asset

For the Asset Management subindustry, Investor AB's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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 Equity-to-Asset Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Investor AB's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where Investor AB's Equity-to-Asset falls into.



Investor AB Equity-to-Asset Calculation

Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.

Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.

Investor AB's Equity to Asset Ratio for the fiscal year that ended in Dec. 2023 is calculated as

Equity to Asset (A: Dec. 2023 )=Total Stockholders Equity/Total Assets
=69876.774/81739.393
=0.85

Investor AB's Equity to Asset Ratio for the quarter that ended in Mar. 2024 is calculated as

Equity to Asset (Q: Mar. 2024 )=Total Stockholders Equity/Total Assets
=75562.418/87136.861
=0.87

* 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  (OTCPK:IVSBF) Equity-to-Asset Explanation

Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.

For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.


Investor AB Equity-to-Asset Related Terms

Thank you for viewing the detailed overview of Investor AB's Equity-to-Asset 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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