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Investor AB (OSTO:INVE A) Shiller PE Ratio : 13.02 (As of May. 13, 2025)


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What is Investor AB Shiller PE Ratio?

As of today (2025-05-13), Investor AB's current share price is kr294.40. Investor AB's E10 for the quarter that ended in Mar. 2025 was kr22.61. Investor AB's Shiller PE Ratio for today is 13.02.

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

OSTO:INVE A' s Shiller PE Ratio Range Over the Past 10 Years
Min: 8.07   Med: 10.7   Max: 13.48
Current: 12.57

During the past years, Investor AB's highest Shiller PE Ratio was 13.48. The lowest was 8.07. And the median was 10.70.

OSTO:INVE A's Shiller PE Ratio is ranked worse than
50.4% of 750 companies
in the Asset Management industry
Industry Median: 12.54 vs OSTO:INVE A: 12.57

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

Investor AB's adjusted earnings per share data for the three months ended in Mar. 2025 was kr-0.990. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is kr22.61 for the trailing ten years ended in Mar. 2025.

Shiller PE for Stocks: The True Measure of Stock Valuation


Investor AB Shiller PE Ratio Historical Data

The historical data trend for Investor AB's Shiller PE 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 Shiller PE Ratio Chart

Investor AB Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 11.65 11.55 9.99 10.28 12.06

Investor AB Quarterly Data
Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25
Shiller PE 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 10.98 11.09 12.17 12.06 13.18

Competitive Comparison of Investor AB's Shiller PE Ratio

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

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

* The bar in red indicates where Investor AB's Shiller PE Ratio falls into.


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Investor AB Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Investor AB's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=294.40/22.61
=13.02

* 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 E10 for the quarter that ended in Mar. 2025 is calculated as:

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

Adj_EPS=Earnings per Share (Diluted)/CPI of Mar. 2025 (Change)*Current CPI (Mar. 2025)
=-0.99/132.8245*132.8245
=-0.990

Current CPI (Mar. 2025) = 132.8245.

Investor AB Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201506 -2.783 99.995 -3.697
201509 -7.490 100.228 -9.926
201512 4.815 100.276 6.378
201603 -3.178 100.751 -4.190
201606 1.112 101.019 1.462
201609 10.053 101.138 13.203
201612 3.000 102.022 3.906
201703 9.935 102.022 12.935
201706 3.115 102.752 4.027
201709 1.755 103.279 2.257
201712 -0.330 103.793 -0.422
201803 1.440 103.962 1.840
201806 4.188 104.875 5.304
201809 8.360 105.679 10.507
201812 -14.738 105.912 -18.483
201903 9.410 105.886 11.804
201906 5.900 106.742 7.342
201909 6.730 107.214 8.338
201912 11.010 107.766 13.570
202003 -15.160 106.563 -18.896
202006 21.010 107.498 25.960
202009 8.870 107.635 10.946
202012 2.498 108.296 3.064
202103 28.790 108.360 35.290
202106 10.370 108.928 12.645
202109 8.800 110.338 10.593
202112 26.460 112.486 31.244
202203 -22.550 114.825 -26.085
202206 -21.380 118.384 -23.988
202209 2.730 122.296 2.965
202212 16.820 126.365 17.680
202303 10.720 127.042 11.208
202306 14.800 129.407 15.191
202309 -3.620 130.224 -3.692
202312 19.560 131.912 19.695
202403 21.870 132.205 21.972
202406 21.270 132.716 21.287
202409 4.180 132.304 4.196
202412 -10.350 132.987 -10.337
202503 -0.990 132.825 -0.990

Add all the adjusted EPS together and divide 10 will get our E10.

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) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Investor AB Shiller PE Ratio Related Terms

Thank you for viewing the detailed overview of Investor AB's Shiller PE 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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