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 276.65
- Day Range
- SEK 277.45–283.45
- 52-Week Range
- SEK 197.88–284.35
- Bid/Ask
- SEK 283.20 / SEK 283.35
- Market Cap
- SEK 867.85 Bil
- Volume/Avg
- 3.0 Mil / 2.6 Mil
Key Statistics
- Price/Earnings (Normalized)
- 5.26
- Price/Sales
- 3.84
- Dividend Yield (Trailing)
- 1.70%
- Dividend Yield (Forward)
- 1.70%
- Total Yield
- 1.73%
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 Growth
- Total Number of Employees
- 8,680
- Website
- https://www.investorab.com
Comparables
Valuation
|
Metric
|
INVE B
|
BURE
|
CRED A
|
|---|---|---|---|
Price/Earnings (Normalized) | 5.26 | 5.11 | 413.89 |
Price/Book Value | 1.08 | 1.23 | 1.11 |
Price/Sales | 3.84 | 127.52 | — |
Price/Cash Flow | 35.68 | 19.97 | 219.88 |
Price/Earnings
INVE B
BURE
CRED A
Financial Strength
|
Metric
|
INVE B
|
BURE
|
CRED A
|
|---|---|---|---|
Quick Ratio | — | 33.31 | — |
Current Ratio | — | 33.31 | — |
Interest Coverage | — | — | — |
Quick Ratio
INVE B
BURE
CRED A
Profitability
|
Metric
|
INVE B
|
BURE
|
CRED A
|
|---|---|---|---|
Return on Assets (Normalized) | 19.65% | 28.87% | 0.27% |
Return on Equity (Normalized) | 23.15% | 28.95% | 0.27% |
Return on Invested Capital (Normalized) | — | 28.93% | — |
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
| KKR & Co Inc Ordinary Shares | Dyckfqfzs | Flvhl | $92.9 Bil | |
BK
| Bank of New York Mellon Corp | Hqwmjvx | Nzvr | $44.5 Bil | |
AMP
| Ameriprise Financial Inc | Ldqlgzcfy | Jtgfxb | $43.1 Bil | |
TROW
| T. Rowe Price Group Inc | Qttrqyjjv | Xsr | $26.1 Bil | |
STT
| State Street Corporation | Fspmkgk | Dmrt | $23.4 Bil | |
NTRS
| Northern Trust Corp | Dynjnqstxx | Byfg | $17.5 Bil | |
CG
| The Carlyle Group Inc | Jjsgzcqdz | Lzbkqp | $15.5 Bil | |
BEN
| Franklin Resources Inc | Fysqvnzkys | Kttxql | $12.8 Bil |