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Investor AB (OSTO:INVE A) Cyclically Adjusted Price-to-FCF : 61.62 (As of Jun. 06, 2025)


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What is Investor AB Cyclically Adjusted Price-to-FCF?

As of today (2025-06-06), Investor AB's current share price is kr285.30. Investor AB's Cyclically Adjusted FCF per Share for the quarter that ended in Mar. 2025 was kr4.63. Investor AB's Cyclically Adjusted Price-to-FCF for today is 61.62.

The historical rank and industry rank for Investor AB's Cyclically Adjusted Price-to-FCF or its related term are showing as below:

OSTO:INVE A' s Cyclically Adjusted Price-to-FCF Range Over the Past 10 Years
Min: 38.65   Med: 53   Max: 77.19
Current: 60.88

During the past years, Investor AB's highest Cyclically Adjusted Price-to-FCF was 77.19. The lowest was 38.65. And the median was 53.00.

OSTO:INVE A's Cyclically Adjusted Price-to-FCF is ranked worse than
79.72% of 498 companies
in the Asset Management industry
Industry Median: 19.195 vs OSTO:INVE A: 60.88

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted free cash flow per share of a company over the past 10 years.

Investor AB's adjusted free cash flow per share data for the three months ended in Mar. 2025 was kr0.493. Add all the adjusted free cash flow per share for the past 10 years together and divide 10 will get our Cyclically Adjusted FCF per Share, which is kr4.63 for the trailing ten years ended in Mar. 2025.

Shiller PE for Stocks: The True Measure of Stock Valuation


Investor AB Cyclically Adjusted Price-to-FCF Historical Data

The historical data trend for Investor AB's Cyclically Adjusted Price-to-FCF 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 Cyclically Adjusted Price-to-FCF Chart

Investor AB Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
Cyclically Adjusted Price-to-FCF
Get a 7-Day Free Trial Premium Member Only Premium Member Only 53.67 74.75 50.56 53.61 63.02

Investor AB Quarterly Data
Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25
Cyclically Adjusted Price-to-FCF 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 58.79 64.40 69.15 63.02 64.41

Competitive Comparison of Investor AB's Cyclically Adjusted Price-to-FCF

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

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

* The bar in red indicates where Investor AB's Cyclically Adjusted Price-to-FCF falls into.


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Investor AB Cyclically Adjusted Price-to-FCF Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted Price-to-FCF takes the Free Cash Flow per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/FCF calculation. Because it considers this 10-year average, it's often referred to as the CAPFCF Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Price-to-FCF.

Investor AB's Cyclically Adjusted Price-to-FCF for today is calculated as

Cyclically Adjusted Price-to-FCF=Share Price/ Cyclically Adjusted FCF per Share
=285.30/4.63
=61.62

* 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 Cyclically Adjusted FCF per Share for the quarter that ended in Mar. 2025 is calculated as:

For example, Investor AB's adjusted Free Cash Flow per Share data for the three months ended in Mar. 2025 was:

Adj_FreeCashFlowPerShare=Free Cash Flow per Share/CPI of Mar. 2025 (Change)*Current CPI (Mar. 2025)
=0.493/132.8245*132.8245
=0.493

Current CPI (Mar. 2025) = 132.8245.

Investor AB Quarterly Data

Free Cash Flow per Share CPI Adj_FreeCashFlowPerShare
201506 1.626 99.995 2.160
201509 0.452 100.228 0.599
201512 0.637 100.276 0.844
201603 1.216 100.751 1.603
201606 0.756 101.019 0.994
201609 1.021 101.138 1.341
201612 0.913 102.022 1.189
201703 0.341 102.022 0.444
201706 1.670 102.752 2.159
201709 0.371 103.279 0.477
201712 0.716 103.793 0.916
201803 0.274 103.962 0.350
201806 2.122 104.875 2.688
201809 0.384 105.679 0.483
201812 0.537 105.912 0.673
201903 0.345 105.886 0.433
201906 2.422 106.742 3.014
201909 0.596 107.214 0.738
201912 0.702 107.766 0.865
202003 0.214 106.563 0.267
202006 1.061 107.498 1.311
202009 0.197 107.635 0.243
202012 1.200 108.296 1.472
202103 0.240 108.360 0.294
202106 1.796 108.928 2.190
202109 -0.002 110.338 -0.002
202112 1.378 112.486 1.627
202203 0.705 114.825 0.816
202206 1.373 118.384 1.540
202209 0.480 122.296 0.521
202212 1.437 126.365 1.510
202303 1.322 127.042 1.382
202306 2.049 129.407 2.103
202309 0.528 130.224 0.539
202312 1.729 131.912 1.741
202403 2.216 132.205 2.226
202406 1.951 132.716 1.953
202409 0.803 132.304 0.806
202412 1.284 132.987 1.282
202503 0.493 132.825 0.493

Add all the adjusted free cash flow per share together and divide 10 will get our Cyclically Adjusted FCF per Share.

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  (OSTO:INVE A) Cyclically Adjusted Price-to-FCF Explanation

Compared with the regular Price-to-Free-Cash-Flow, which works poorly for cyclical businesses, the Cyclically Adjusted Price-to-FCF smoothed out the fluctuations of free cash flow during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted Price-to-FCF should give similar results to regular Price-to-Free-Cash-Flow.


Investor AB Cyclically Adjusted Price-to-FCF Related Terms

Thank you for viewing the detailed overview of Investor AB's Cyclically Adjusted Price-to-FCF provided by GuruFocus.com. Please click on the following links to see related term pages.


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 plan. The operations are divided into three business areas: Listed Companies, Patricia Industries, and Investments in EQT. Geographically, the company operates in Sweden, Europe, U.S, and Other countries.

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