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Investor ABCHIX:INVEAS 33 Debt-to-Equity is 0.12 as of Jun. 2026, which is 25% below its 10-year median of 0.16. GuruFocus rates CHIX:INVEAS with a GF Score™ of 33/100. The stock has 7 warning signs investors should review. Among 957 Asset Management companies, Investor AB ranks better than 65.41% on this metric.
A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. This can result in volatile earnings as a result of the additional interest expense.
The historical rank and industry rank for Investor AB's Debt-to-Equity or its related term are showing as below:
CHIX:INVEAs'
s Debt-to-Equity Range Over the Past 10 Years
Min: 0.11 Med: 0.16 Max: 0.22
Current: 0.12
During the past 13 years, the highest Debt-to-Equity Ratio of Investor AB was 0.22. The lowest was 0.11. And the median was 0.16.
CHIX:INVEAs's Debt-to-Equity is ranked better than 65.41% of 957
companies
in the Asset Management industry
Industry Median: 0.21
vs CHIX:INVEAs: 0.12
Because a company can increase its ROE % by having more financial leverage, it is important to watch the leverage ratio when investing in high ROE % companies.
Investor AB Debt-to-Equity Related Terms
Investor AB Debt-to-Equity Historical Data
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The historical data trend for Investor AB's Debt-to-Equity 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.
CHIX:INVEAS vs BLK, BX, KKR: Debt-to-Equity Comparison
For the Asset Management subindustry, Investor AB's Debt-to-Equity, along with its competitors' market caps and Debt-to-Equity 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 Debt-to-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Investor AB's Debt-to-Equity distribution charts can be found below:
* The bar in red indicates where Investor AB's Debt-to-Equity falls into.
* 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 (CHIX:INVEAS) has a Debt-to-Equity of 0.12 as of Jun. 2026. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Investor AB and its competitors. This is 25% below median its historical median of 0.16. Over the past decade, Investor AB's Debt-to-Equity has ranged from 0.11 to 0.22. According to the industry distribution chart, Investor AB ranks #331 out of 957 companies in the Asset Management industry, placing it in the top 34.6%.
Is Investor AB's Debt-to-Equity too high?
Investor AB's current Debt-to-Equity of 0.12 is 25% below median its 10-year median of 0.16. Over the past 10 years, this metric has ranged from a low of 0.11 to a high of 0.22. The Asset Management industry median Debt-to-Equity is 0.21. Investor AB's value of 0.12 is 42.9% below this industry median. Based on the distribution chart, Investor AB ranks #331 out of 957 companies in the Asset Management industry, which is above the industry midpoint. Overall, Investor AB has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Investor AB's Debt-to-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Investor AB ranks #331 out of 957 companies for Debt-to-Equity. This puts Investor AB in the upper half of its industry. The industry median Debt-to-Equity is 0.21. Investor AB's value of 0.12 is 42.9% below this benchmark. Historically, Investor AB's own Debt-to-Equity has ranged from 0.11 to 0.22 over the past decade. While the company's 10-year median is 0.16 vs. the industry median of 0.21, Investor AB has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Debt-to-Equity for an Asset Management company?
The median Debt-to-Equity among Asset Management companies is 0.21, based on 957 companies in the industry. Companies in the top quartile (top 25%) have a Debt-to-Equity significantly above this median, while those in the bottom quartile fall well below. However, Debt-to-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Investor AB's current Debt-to-Equity of 0.12 is 42.9% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Debt-to-Equity mean?
A high Debt-to-Equity can signal that a stock is expensive relative to its fundamentals. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on Investor AB and its competitors. For the Asset Management industry, the median Debt-to-Equity is 0.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Investor AB's current Debt-to-Equity is 0.12, which is 25% below median its own 10-year median of 0.16. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Investor AB stock overvalued right now?
Investor AB (CHIX:INVEAS) has a current Debt-to-Equity of 0.12. The current Debt-to-Equity is 0.12, which is 25% below median its 10-year median of 0.16 and 42.9% below the Asset Management industry median of 0.21. Investor AB's overall GF Score™ is 33/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Debt-to-Equity calculated?
Debt-to-Equity is calculated from a company's financial statements. For Investor AB (CHIX:INVEAS), the current Debt-to-Equity is 0.12 as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
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.
33GF Score
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