Investor AB (CHIX:INVEAS) Moat Score: 6/10 (As of Jul. 04, 2026)


CHIX:INVEAS Investor AB CHIX:INVEAS
51 GF Score
Price kr361.75
GF Value kr385.52
Valuation Fairly Valued
! 7 Warning Signs
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What is Investor AB Moat Score?

Investor AB CHIX:INVEAS 51 Moat Score is 6 as of Jul. 04, 2026. GuruFocus rates CHIX:INVEAS with a GF Score™ of 51/100 and a GF Value™ of kr385.52 (Fairly Valued). The stock has 7 warning signs investors should review. Among 1,695 Asset Management companies, Investor AB ranks better than 99.47% on this metric.

Investor AB has the Moat Score of 6, which implies that the company might have Narrow Moat - Strong narrow moat, clearly distinguishable but not wide.

Investor AB has Narrow Moat: Investor AB has a strong narrow moat due to its diversified investment portfolio and strategic holdings in leading companies. It benefits from economies of scale and some brand strength. However, it lacks significant regulatory barriers or exclusive licenses, preventing it from achieving a wide moat.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Investor AB might have Narrow Moat - Strong narrow moat, clearly distinguishable but not wide.

Investor AB  (CHIX:INVEAs) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Investor AB Moat Score Related Terms

CHIX:INVEAS vs BLK, BX, KKR: Moat Score Comparison

For the Asset Management subindustry, Investor AB's Moat Score, along with its competitors' market caps and Moat Score 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 Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Investor AB's Moat Score distribution charts can be found below:

* The bar in red indicates where Investor AB's Moat Score falls into.


CHIX:INVEAS
51GF Score
Investor AB CHIX:INVEAS
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 6 mean?
Investor AB (CHIX:INVEAS) has a Moat Score of 6 as of Jul. 04, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Investor AB ranks #9 out of 1695 companies in the Asset Management industry, placing it in the top 0.5%.
Is Investor AB's Moat Score too high?
Investor AB's current Moat Score is 6. Based on the distribution chart, Investor AB ranks #9 out of 1695 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Investor AB has a GF Score™ of 51/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Investor AB's Moat Score compare to BLK and BX?
According to the Asset Management industry distribution chart, Investor AB ranks #9 out of 1695 companies for Moat Score. This places Investor AB in the top 1% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Investor AB's current Moat Score is 6. 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?
Based on GuruFocus' analysis, Investor AB (CHIX:INVEAS) is currently considered Fairly Valued. The stock's GF Value™ is kr385.52, compared to a current price of kr361.75 — trading 6.2% below its estimated fair value. The current Moat Score is 6. Investor AB's overall GF Score™ is 51/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Investor AB (CHIX:INVEAS), the current Moat Score is 6 as of Jul. 04, 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.

Is Investor AB (CHIX:INVEAS) Overvalued in 2026?

Based on GuruFocus' analysis, Investor AB stock appears to be undervalued. The current stock price of kr361.75 is trading 6.2% below its estimated GF Value™ of kr385.52. GuruFocus considers Investor AB to be Fairly Valued.

Key valuation signals for CHIX:INVEAS:

  • Moat Score: 6
  • GF Value™: kr385.52 vs. price of kr361.75 (6.2% below fair value)
  • GF Score™: 51/100 with 7 warning signs

No single metric tells the full story. See the CHIX:INVEAS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Investor AB Business Description

Address Arsenalsgatan 8C, Stockholm, SWE, 103 32
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.
51GF Score

Get the complete analysis for CHIX:INVEAS

Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

kr361.75
Price
kr385.52
GF Value