Investor ABFRA:IVS +4.02%55 Pretax Margin % is 68.99% as of Mar. 2026, which is 0% below its 10-year median of 69.24. GuruFocus rates FRA:IVS with a GF Score™ of 55/100 and a GF Value™ of €34.02 (Fairly Valued). The stock has 7 warning signs investors should review. Among 1,571 Asset Management companies, Investor AB ranks worse than 57.86% on this metric.
Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Investor AB's Pre-Tax Income for the
three
months ended in Mar. 2026 was €2,815 Mil. Investor AB's Revenue for the
three
months ended in Mar. 2026 was €4,080 Mil. Therefore, Investor AB's pretax margin for the quarter that ended in Mar. 2026 was 68.99%.
The historical rank and industry rank for Investor AB's Pretax Margin % or its related term are showing as below:
FRA:IVS'
s Pretax Margin % Range Over the Past 10 Years
Min: -2.43 Med: 69.24 Max: 269.86
Current: 77.18
FRA:IVS's Pretax Margin % is ranked worse than 57.86% of 1571
companies
in the Asset Management industry
Industry Median: 89.59
vs FRA:IVS: 77.18
Investor AB (FRA:IVS) Pretax Margin % Explanation
The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.
The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.
It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.
The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.
Investor AB Pretax Margin % Related Terms
Investor AB Pretax Margin % Historical Data
* Premium members only.
The historical data trend for Investor AB's Pretax Margin % 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.
FRA:IVS vs BLK, BX, KKR: Pretax Margin % Comparison
For the Asset Management subindustry, Investor AB's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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 Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Investor AB's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where Investor AB's Pretax Margin % 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 (FRA:IVS) has a Pretax Margin % of 68.99% as of Mar. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Investor AB and its competitors. This is near median its historical median of 69.24. According to the industry distribution chart, Investor AB ranks #909 out of 1571 companies in the Asset Management industry, placing it in the top 57.9%.
Is Investor AB's Pretax Margin % too high?
Investor AB's current Pretax Margin % of 68.99% is near median its 10-year median of 69.24. The Asset Management industry median Pretax Margin % is 89.59. Investor AB's value of 68.99% is 23% below this industry median. Based on the distribution chart, Investor AB ranks #909 out of 1571 companies in the Asset Management industry, which is below the industry midpoint. Overall, Investor AB has a GF Score™ of 55/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Investor AB's Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Investor AB ranks #909 out of 1571 companies for Pretax Margin %. This places Investor AB in the lower half of its industry. The industry median Pretax Margin % is 89.59. Investor AB's value of 68.99% is 23% below this benchmark. While the company's 10-year median is 69.24 vs. the industry median of 89.59, 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.59, based on 1,571 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Investor AB's current Pretax Margin % of 68.99% is 23% 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Investor AB and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.59 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Investor AB's current Pretax Margin % is 68.99%, which is near median its own 10-year median of 69.24. 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 (FRA:IVS) is currently considered Fairly Valued. The stock's GF Value™ is €34.02, compared to a current price of €35.68 — trading 4.9% above its estimated fair value. The current Pretax Margin % is 68.99%, which is near median its 10-year median of 69.24 and 23% below the Asset Management industry median of 89.59. Investor AB's overall GF Score™ is 55/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Investor AB (FRA:IVS), the current Pretax Margin % is 68.99% as of Mar. 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 (FRA:IVS) Overvalued in 2026?
Based on GuruFocus' analysis, Investor AB stock appears to be overvalued.
The current stock price of €35.68 is trading 4.9% above its estimated GF Value™ of €34.02.
GuruFocus considers Investor AB to be Fairly Valued.
Key valuation signals for FRA:IVS:
Pretax Margin %: 68.99% (near median its 10-year median of 69.24)
GF Value™: €34.02 vs. price of €35.68 (4.9% above fair value)
Industry Position: 23% below the Asset Management median (#909 of 1571)
No single metric tells the full story. See the FRA:IVS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
55GF Score
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