Business Description
Investor AB
NAICS : 523999
SIC : 6799
ISIN : SE0015811955
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Traded in other countries / regions
INVE B.Sweden0NC6.UKIVSBF.USAIVSD.GermanyINVEB.Mexico IPO Date
1979-01-02Description
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.
Financial Strength
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.27 | |||||
| Equity-to-Asset | 0.84 | |||||
| Debt-to-Equity | 0.14 | |||||
| Debt-to-EBITDA | N/A |
N/A
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N/A
| |||
| Interest Coverage | N/A |
N/A
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N/A
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| Piotroski F-Score | 7/9 | |||||
| Beneish M-Score | 8.6 | |||||
| WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year FCF Growth Rate | -0.6 | |||||
| 3-Year Book Growth Rate | 12.8 |
Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 44.13 | |||||
| 9-Day RSI | 50.87 | |||||
| 14-Day RSI | 52.3 | |||||
| 6-1 Month Momentum % | 0.19 | |||||
| 12-1 Month Momentum % | 21.12 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 2.03 | |||||
| Dividend Payout Ratio | 0.1 | |||||
| 3-Year Dividend Growth Rate | 7.2 | |||||
| Forward Dividend Yield % | 2.08 | |||||
| 5-Year Yield-on-Cost % | 2.66 | |||||
| Shareholder Yield % | 1.51 |
Profitability Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 73.06 | |||||
| ROE % | 22.91 | |||||
| ROA % | 19 | |||||
| Years of Profitability over Past 10-Year | 8 |
GF Value Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 4.74 | |||||
| PE Ratio without NRI | 4.74 | |||||
| Shiller PE Ratio | 9.76 | |||||
| PEG Ratio | 0.29 | |||||
| PS Ratio | 3.47 | |||||
| PB Ratio | 0.97 | |||||
| Price-to-Tangible-Book | 1.13 | |||||
| Price-to-Free-Cash-Flow | 40.43 | |||||
| Price-to-Operating-Cash-Flow | 33.56 | |||||
| EV-to-Revenue | 3.83 | |||||
| EV-to-FCF | 45.01 | |||||
| Price-to-Projected-FCF | 0.99 | |||||
| Price-to-Peter-Lynch-Fair-Value | 0.3 | |||||
| Price-to-Graham-Number | 0.49 | |||||
| Forward Rate of Return (Yacktman) % | 17.56 |
Balance Sheet Breakdown
No Enough Data
Cashflow Statement Breakdown
No Enough Data
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Investor AB Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil kr) | 189,010 | ||
| EPS (TTM) (kr) | 45.07 | ||
| Beta | 1.22 | ||
| Volatility % | 16.58 | ||
| 14-Day RSI | 52.3 | ||
| 14-Day ATR (kr) | 2.777831 | ||
| 20-Day SMA (kr) | 211.005 | ||
| 12-1 Month Momentum % | 21.12 | ||
| 52-Week Range (kr) | 165.35 - 227 | ||
| Shares Outstanding (Mil) | 3,062.53 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 7 | ||
| 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(kr) | ||
|---|---|---|---|---|
| No Event Data | ||||
Investor AB Frequently Asked Questions
What is Investor AB(OSTO:INVE A)'s stock price today?
The current price of OSTO:INVE A is kr211.80. The 52 week high of OSTO:INVE A is kr227.00 and 52 week low is kr165.35.
When is next earnings date of Investor AB(OSTO:INVE A)?
The next earnings date of Investor AB(OSTO:INVE A) is 2023-10-19.
Does Investor AB(OSTO:INVE A) pay dividends? If so, how much?
The Dividend Yield %  of Investor AB(OSTO:INVE A) is 2.03% (As of Today), Highest Dividend Payout Ratio of Investor AB(OSTO:INVE A) was 0.39. The lowest was 0.05. And the median was 0.13. The  Forward Dividend Yield % of Investor AB(OSTO:INVE A) is 2.08%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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