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Investor AB Class A IVSXF

Morningstar Rating
$26.91 +3.97 (17.31%)
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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.

Price vs Fair Value

IVSXF is trading at a 48% premium.
Price
$26.81
Fair Value
$47.50
Uncertainty
High
1-Star Price
$96.25
5-Star Price
$36.37
Economic Moat
Xmjggn
Capital Allocation
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Trading Information

Previous Close Price
$22.94
Day Range
$26.9126.91
52-Week Range
$17.8826.91
Bid/Ask
$26.26 / $28.57
Market Cap
$82.44 Bil
Volume/Avg
2,220 / 1,993

Key Statistics

Price/Earnings (Normalized)
5.40
Price/Sales
3.94
Dividend Yield (Trailing)
1.61%
Dividend Yield (Forward)
1.61%
Total Yield
1.64%

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

Comparables

Valuation

Metric
IVSXF
CRED A
NOTE
Price/Earnings (Normalized)
5.40407.2215.35
Price/Book Value
1.121.092.95
Price/Sales
3.941.04
Price/Cash Flow
36.62216.3310.83
Price/Earnings
IVSXF
CRED A
NOTE

Financial Strength

Metric
IVSXF
CRED A
NOTE
Quick Ratio
0.72
Current Ratio
1.60
Interest Coverage
11.33
Quick Ratio
IVSXF
CRED A
NOTE

Profitability

Metric
IVSXF
CRED A
NOTE
Return on Assets (Normalized)
19.65%0.27%8.29%
Return on Equity (Normalized)
23.15%0.27%19.84%
Return on Invested Capital (Normalized)
14.40%
Return on Assets
IVSXF
CRED A
NOTE
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1-Day Chart
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Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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Ameriprise Financial Inc
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STT
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Northern Trust Corp
NTRS
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The Carlyle Group Inc
CG
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Franklin Resources Inc
BEN
VxxjsldmgKkpjgr$11.9 Bil

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