Investor AB Class B INVE B
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- SEK 266.10
- Day Range
- SEK 267.90–271.55
- 52-Week Range
- SEK 197.88–272.00
- Bid/Ask
- SEK 271.15 / SEK 271.20
- Market Cap
- SEK 830.32 Bil
- Volume/Avg
- 2.7 Mil / 2.5 Mil
Key Statistics
- Price/Earnings (Normalized)
- 5.03
- Price/Sales
- 3.67
- Dividend Yield (Trailing)
- 1.62%
- Dividend Yield (Forward)
- 1.62%
- Total Yield
- 1.65%
Company Profile
Investor AB is an industrial holding company with a long-term, active investment portfolio strategy. The company focuses on investing in companies that emphasize innovation and product development. Investor AB's so-called "buy-to-build" strategy seeks not to divest holdings, but rather to develop them over time in order to close the gap between price and value. A majority of its equity investments are made in the country of Sweden and Scandinavia, where the company mostly operates.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Large Value
- Total Number of Employees
- 8,680
- Website
- https://www.investorab.com
Comparables
Valuation
|
Metric
|
INVE B
|
BURE
|
CRED A
|
|---|---|---|---|
Price/Earnings (Normalized) | 5.03 | 5.23 | 361.39 |
Price/Book Value | 1.04 | 1.30 | 0.97 |
Price/Sales | 3.67 | 122.80 | — |
Price/Cash Flow | 34.14 | 18.11 | 191.99 |
Price/Earnings
INVE B
BURE
CRED A
Financial Strength
|
Metric
|
INVE B
|
BURE
|
CRED A
|
|---|---|---|---|
Quick Ratio | — | 40.49 | — |
Current Ratio | — | 40.51 | — |
Interest Coverage | — | — | — |
Quick Ratio
INVE B
BURE
CRED A
Profitability
|
Metric
|
INVE B
|
BURE
|
CRED A
|
|---|---|---|---|
Return on Assets (Normalized) | 19.65% | 8.04% | 0.27% |
Return on Equity (Normalized) | 23.15% | 8.08% | 0.27% |
Return on Invested Capital (Normalized) | — | 7.96% | — |
Return on Assets
INVE B
BURE
CRED A
Asset Management Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
BLK
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BX
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KKR
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BK
| Bank of New York Mellon Corp | Llgknjpt | Xhd | $42.8 Bil | |
AMP
| Ameriprise Financial Inc | Yxzqftwb | Tzgfy | $41.4 Bil | |
TROW
| T. Rowe Price Group Inc | Vxwxtmmth | Ndcj | $25.5 Bil | |
STT
| State Street Corporation | Gscwhzl | Vvjpr | $22.1 Bil | |
NTRS
| Northern Trust Corp | Kqvztqcfd | Vnc | $17.1 Bil | |
CG
| The Carlyle Group Inc | Mmfyzbp | Ssjzwq | $16.6 Bil | |
BEN
| Franklin Resources Inc | Zfmbgltnrs | Bcnpgny | $13.2 Bil |