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Investor AB (CHIX:INVEBS) Cyclically Adjusted PS Ratio : 7.12 (As of Jun. 04, 2025)


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What is Investor AB Cyclically Adjusted PS Ratio?

As of today (2025-06-04), Investor AB's current share price is kr281.70. Investor AB's Cyclically Adjusted Revenue per Share for the quarter that ended in Mar. 2025 was kr39.56. Investor AB's Cyclically Adjusted PS Ratio for today is 7.12.

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

CHIX:INVEBs' s Cyclically Adjusted PS Ratio Range Over the Past 10 Years
Min: 4.94   Med: 6.49   Max: 8.39
Current: 7.47

During the past years, Investor AB's highest Cyclically Adjusted PS Ratio was 8.39. The lowest was 4.94. And the median was 6.49.

CHIX:INVEBs's Cyclically Adjusted PS Ratio is ranked better than
53.19% of 861 companies
in the Asset Management industry
Industry Median: 8.22 vs CHIX:INVEBs: 7.47

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 PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

Investor AB's adjusted revenue per share data for the three months ended in Mar. 2025 was kr3.592. Add all the adjusted revenue per share for the past 10 years together and divide 10 will get our Cyclically Adjusted Revenue per Share, which is kr39.56 for the trailing ten years ended in Mar. 2025.

Shiller PE for Stocks: The True Measure of Stock Valuation


Investor AB Cyclically Adjusted PS Ratio Historical Data

The historical data trend for Investor AB's Cyclically Adjusted PS 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 Cyclically Adjusted PS Ratio Chart

Investor AB Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.90 7.77 6.11 6.37 7.47

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 PS 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 6.95 7.13 7.75 7.47 7.90

Competitive Comparison of Investor AB's Cyclically Adjusted PS Ratio

For the Asset Management subindustry, Investor AB's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS 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 Cyclically Adjusted PS Ratio Distribution in the Asset Management Industry

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

* The bar in red indicates where Investor AB's Cyclically Adjusted PS Ratio falls into.


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Investor AB Cyclically Adjusted PS Ratio Calculation

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

Investor AB's Cyclically Adjusted PS Ratio for today is calculated as

Cyclically Adjusted PS Ratio=Share Price/ Cyclically Adjusted Revenue per Share
=281.70/39.56
=7.12

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

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

Adj_RevenuePerShare=Revenue per Share/CPI of Mar. 2025 (Change)*Current CPI (Mar. 2025)
=3.592/132.8245*132.8245
=3.592

Current CPI (Mar. 2025) = 132.8245.

Investor AB Quarterly Data

Revenue per Share CPI Adj_RevenuePerShare
201506 -0.952 99.995 -1.265
201509 -5.739 100.228 -7.605
201512 7.040 100.276 9.325
201603 -1.078 100.751 -1.421
201606 3.351 101.019 4.406
201609 12.294 101.138 16.146
201612 5.593 102.022 7.282
201703 12.416 102.022 16.165
201706 5.655 102.752 7.310
201709 4.180 103.279 5.376
201712 2.561 103.793 3.277
201803 4.010 103.962 5.123
201806 7.662 104.875 9.704
201809 11.672 105.679 14.670
201812 -11.058 105.912 -13.868
201903 12.664 105.886 15.886
201906 9.383 106.742 11.676
201909 9.867 107.214 12.224
201912 14.112 107.766 17.393
202003 -12.190 106.563 -15.194
202006 23.427 107.498 28.946
202009 11.579 107.635 14.289
202012 5.715 108.296 7.009
202103 31.558 108.360 38.683
202106 13.077 108.928 15.946
202109 12.013 110.338 14.461
202112 29.767 112.486 35.149
202203 -19.089 114.825 -22.081
202206 -17.721 118.384 -19.883
202209 6.669 122.296 7.243
202212 21.228 126.365 22.313
202303 14.775 127.042 15.448
202306 19.065 129.407 19.569
202309 0.674 130.224 0.687
202312 24.161 131.912 24.328
202403 26.055 132.205 26.177
202406 25.916 132.716 25.937
202409 8.631 132.304 8.665
202412 -5.729 132.987 -5.722
202503 3.592 132.825 3.592

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue 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  (CHIX:INVEBs) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue 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 PS Ratio should give similar results to regular PS Ratio.


Investor AB Cyclically Adjusted PS Ratio Related Terms

Thank you for viewing the detailed overview of Investor AB's Cyclically Adjusted PS Ratio 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.

Investor AB Headlines

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