Business Description
Investor AB
ISIN : SE0015811955
Share Class Description:
IVSXF: Class ATotal Employee Number:
20,915Compare
Compare
Traded in other countries / regions
INVE A.Sweden0NC6.UKIVSBF.USAIVSD.Germany1INVEB.ItalyINVEBN.Mexico IPO Date
2009-10-16Description
Investor AB is an industrial holding company with a long-term, active investment portfolio plan. Its operations are divided into three business areas: Listed Companies, Patricia Industries, and Investments in EQT. The majority of the company's revenue is generated from dividends and changes in the value of its investment in other listed companies. Geographically, it generates the maximum revenue from the United States, with the remainder coming from Sweden, the United Kingdom, France, Germany, South America, Africa, and other regions.
Financial Strength
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.23 | |||||
Equity-to-Asset | 0.86 | |||||
Debt-to-Equity | 0.12 | |||||
Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 6/9 | |||||
Beneish M-Score | -0.37 | |||||
WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year FCF Growth Rate | 15.8 | |||||
3-Year Book Growth Rate | 16.4 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | -31.7 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 4.13 |
Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 15.33 | |||||
9-Day RSI | 30.86 | |||||
14-Day RSI | 39.3 | |||||
3-1 Month Momentum % | -2.35 | |||||
6-1 Month Momentum % | 5.93 | |||||
12-1 Month Momentum % | 32.45 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 1.48 | |||||
Dividend Payout Ratio | 0.08 | |||||
3-Year Dividend Growth Rate | 9.1 | |||||
Forward Dividend Yield % | 1.53 | |||||
5-Year Yield-on-Cost % | 3.12 | |||||
Shareholder Yield % | -0.04 |
Profitability Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 76.73 | |||||
FCF Margin % | 11.49 | |||||
OCF Margin % | 12.66 | |||||
ROE % | 21.23 | |||||
ROA % | 18.24 | |||||
Years of Profitability over Past 10-Year | 8 | |||||
Moat Score | 6 | |||||
Tariff Resilience Score | 6 |
GF Value Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 6.26 | |||||
Forward PE Ratio | 16.23 | |||||
PE Ratio without NRI | 6.26 | |||||
Shiller PE Ratio | 12.92 | |||||
PEG Ratio | 0.47 | |||||
PS Ratio | 4.8 | |||||
PB Ratio | 1.21 | |||||
Price-to-Tangible-Book | 1.37 | |||||
Price-to-Free-Cash-Flow | 41.66 | |||||
Price-to-Operating-Cash-Flow | 37.81 | |||||
EV-to-Revenue | 5.22 | |||||
EV-to-FCF | 45.28 | |||||
Price-to-GF-Value | 1 | |||||
Price-to-Projected-FCF | 1.26 | |||||
Price-to-Peter-Lynch-Fair-Value | 0.52 | |||||
Price-to-Graham-Number | 0.62 | |||||
FCF Yield % | 2.38 | |||||
Forward Rate of Return (Yacktman) % | 13.5 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
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Peter Lynch Chart
Performance
Dividend
Log
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Annualized Return % Â
Total Annual Return % Â
Investor AB Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 26,483.682 | ||
| EPS (TTM) ($) | 6.629 | ||
| Beta | 0.7499 | ||
| 3-Year Sharpe Ratio | 0.93 | ||
| 3-Year Sortino Ratio | 1.84 | ||
| Volatility % | 24.56 | ||
| 14-Day RSI | 39.3 | ||
| 14-Day ATR ($) | 0.230635 | ||
| 20-Day SMA ($) | 39.7834 | ||
| 12-1 Month Momentum % | 32.45 | ||
| 52-Week Range ($) | 29.3 - 42.04 | ||
| Shares Outstanding (Mil) | 3,063.74 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Investor AB Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Investor AB Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| SEK 1.600000 Cash Dividend | 2026-11-06 | In 115 days | ||
| Third quarter earnings conference call for 2026 | 2026-10-16 10:00 | In 95 days | ||
| Third quarter earnings results for 2026 | 2026-10-16 08:15 | In 95 days | ||
| Second quarter earnings conference call for 2026 | 2026-07-16 | In 2 days | ||
| Second quarter earnings results for 2026 | 2026-07-16 | In 2 days | ||
| SEK 4.000000 Cash Dividend | 2026-05-08 | 38.05 (+0.00%) | ||
| General meeting for 2025 | 2026-05-07 16:00 | 38.05 (+0.00%) | ||
| First quarter earnings conference call for 2026 | 2026-04-21 10:00 | 42.03 (+0.00%) | ||
| First quarter earnings results for 2026 | 2026-04-21 08:15 | 42.03 (+0.00%) | ||
| Annual report for 2025 | 2026-03-27 | 35.95 (+0.00%) |
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Investor AB Frequently Asked Questions
What is Investor AB(IVSXF)'s stock price today?
The current price of IVSXF is $39.15. The 52 week high of IVSXF is $42.04 and 52 week low is $29.30.
When is next earnings date of Investor AB(IVSXF)?
The next earnings date of Investor AB(IVSXF) is 2026-07-16.
Does Investor AB(IVSXF) pay dividends? If so, how much?
The Dividend Yield %  of Investor AB(IVSXF) is 1.48% (As of Today), Highest Dividend Payout Ratio of Investor AB(IVSXF) was 0.23. The lowest was 0.05. And the median was 0.12. The  Forward Dividend Yield % of Investor AB(IVSXF) is 1.53%. For more information regarding to dividend, please check our Dividend Page.
Guru Commentaries on OTCPK:IVSXF
No articles.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
Articles on Investor AB
No articles.
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