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 280.00
- Day Range
- SEK 276.45–279.50
- 52-Week Range
- SEK 197.88–280.00
- Bid/Ask
- SEK 279.10 / SEK 279.25
- Market Cap
- SEK 854.68 Bil
- Volume/Avg
- 1.7 Mil / 2.6 Mil
Key Statistics
- Price/Earnings (Normalized)
- 5.29
- Price/Sales
- 3.86
- Dividend Yield (Trailing)
- 1.68%
- Dividend Yield (Forward)
- 1.68%
- Total Yield
- 1.71%
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) | 5.29 | 5.69 | 403.06 |
Price/Book Value | 1.09 | 1.41 | 1.08 |
Price/Sales | 3.86 | 133.68 | — |
Price/Cash Flow | 35.93 | 19.71 | 214.12 |
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
|
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AMP
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TROW
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STT
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CG
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BEN
| Franklin Resources Inc | Ysncdzjnbg | Spbkpc | $12.4 Bil |