Investment AB Oresund ORES
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 115.80
- Day Range
- SEK 115.00–116.20
- 52-Week Range
- SEK 94.70–118.40
- Bid/Ask
- SEK 115.80 / SEK 116.00
- Market Cap
- SEK 5.15 Bil
- Volume/Avg
- 29,627 / 38,451
Key Statistics
- Price/Earnings (Normalized)
- 19.76
- Price/Sales
- 16.81
- Dividend Yield (Trailing)
- 5.95%
- Dividend Yield (Forward)
- 6.03%
- Total Yield
- 5.96%
Company Profile
Investment AB Oresund is an investment management company that invests mainly in Swedish securities. Its strategy is to make long-term investments in a limited number of companies. The company's portfolio includes such listed companies as Bilia, Fabege, SEB, ABB, TeliaSonera, Volvo, Svolder, and Byggmax, as well as such unlisted entities as Carnegie and Acne.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Core
- Total Number of Employees
- 6
- Website
- https://www.oresund.se
Comparables
Valuation
|
Metric
|
ORES
|
PLEJD
|
MCAP
|
|---|---|---|---|
Price/Earnings (Normalized) | 19.76 | 51.81 | 38.80 |
Price/Book Value | 1.06 | 6.14 | 6.70 |
Price/Sales | 16.81 | 5.16 | 4.41 |
Price/Cash Flow | 30.50 | 28.56 | 23.62 |
Price/Earnings
ORES
PLEJD
MCAP
Financial Strength
|
Metric
|
ORES
|
PLEJD
|
MCAP
|
|---|---|---|---|
Quick Ratio | — | 1.11 | 1.35 |
Current Ratio | — | 2.28 | 2.23 |
Interest Coverage | — | 27.22 | 14.80 |
Quick Ratio
ORES
PLEJD
MCAP
Profitability
|
Metric
|
ORES
|
PLEJD
|
MCAP
|
|---|---|---|---|
Return on Assets (Normalized) | 5.29% | 9.16% | 10.75% |
Return on Equity (Normalized) | 5.40% | 13.01% | 17.72% |
Return on Invested Capital (Normalized) | — | 13.07% | 13.91% |
Return on Assets
ORES
PLEJD
MCAP
Asset Management Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
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BEN
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