Industrivarden AB Class A IDTVF
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
- $35.00
- Day Range
- $36.87–36.87
- 52-Week Range
- $25.43–36.87
- Bid/Ask
- $29.86 / $34.86
- Market Cap
- $15.92 Bil
- Volume/Avg
- 291 / 3,878
Key Statistics
- Price/Earnings (Normalized)
- 5.35
- Price/Sales
- 5.27
- Dividend Yield (Trailing)
- 1.92%
- Dividend Yield (Forward)
- 0.18%
- Total Yield
- 1.92%
Company Profile
Industrivarden AB is an asset management firm with a long-term, activist orientation. The company's stated investment goal is to increase net asset value and generate returns in excess of the market cost of capital. Industrivarden makes investments in Nordic companies it can influence through corporate governance actions. It benchmarks its performance relative to the average return of the Stockholm Stock Exchange. The firm counts many public and private pension managers, foundations, and retail investors as its client base. Its security selection criteria emphasize enduring business models with promising growth prospects at an attractive valuation.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Mid Value
- Total Number of Employees
- 14
- Website
- https://www.industrivarden.net
Comparables
Valuation
|
Metric
|
IDTVF
|
VEFAB
|
CRED A
|
|---|---|---|---|
Price/Earnings (Normalized) | 5.35 | 4.17 | 367.78 |
Price/Book Value | 1.02 | 0.47 | 0.98 |
Price/Sales | 5.27 | 9.43 | — |
Price/Cash Flow | 21.67 | 13.77 | 195.38 |
Price/Earnings
IDTVF
VEFAB
CRED A
Financial Strength
|
Metric
|
IDTVF
|
VEFAB
|
CRED A
|
|---|---|---|---|
Quick Ratio | — | 17.29 | — |
Current Ratio | — | 17.57 | — |
Interest Coverage | — | 5.76 | — |
Quick Ratio
IDTVF
VEFAB
CRED A
Profitability
|
Metric
|
IDTVF
|
VEFAB
|
CRED A
|
|---|---|---|---|
Return on Assets (Normalized) | 20.54% | −2.77% | 0.27% |
Return on Equity (Normalized) | 21.76% | −3.05% | 0.27% |
Return on Invested Capital (Normalized) | — | −1.19% | — |
Return on Assets
IDTVF
VEFAB
CRED A
Asset Management Industry Comparables
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|
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|
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|
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