Investor AB Class A INVE A
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 280.50
- Day Range
- SEK 278.20–282.10
- 52-Week Range
- SEK 195.60–282.10
- Bid/Ask
- SEK 280.10 / SEK 280.20
- Market Cap
- SEK 858.05 Bil
- Volume/Avg
- 360,221 / 326,793
Key Statistics
- Price/Earnings (Normalized)
- 5.30
- Price/Sales
- 3.87
- Dividend Yield (Trailing)
- 1.68%
- Dividend Yield (Forward)
- 1.68%
- Total Yield
- 1.70%
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 A
|
BURE
|
CRED A
|
|---|---|---|---|
Price/Earnings (Normalized) | 5.30 | 5.18 | 410.28 |
Price/Book Value | 1.09 | 1.24 | 1.10 |
Price/Sales | 3.87 | 129.33 | — |
Price/Cash Flow | 35.94 | 20.26 | 217.96 |
Price/Earnings
INVE A
BURE
CRED A
Financial Strength
|
Metric
|
INVE A
|
BURE
|
CRED A
|
|---|---|---|---|
Quick Ratio | — | 33.31 | — |
Current Ratio | — | 33.31 | — |
Interest Coverage | — | — | — |
Quick Ratio
INVE A
BURE
CRED A
Profitability
|
Metric
|
INVE A
|
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 A
BURE
CRED A
Asset Management Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
BLK
| BlackRock Inc | Rcdfjtvnxh | Ybyj | $119.3 Bil | |
BX
| Blackstone Inc | Tytlyxdh | Qxskc | $91.8 Bil | |
KKR
| KKR & Co Inc Ordinary Shares | Ldtyxyqwc | Yxmrqc | $90.9 Bil | |
BK
| Bank of New York Mellon Corp | Jtqsnpyk | Bjly | $43.3 Bil | |
AMP
| Ameriprise Financial Inc | Whywmkhbx | Mjbfcm | $43.2 Bil | |
TROW
| T. Rowe Price Group Inc | Mydfpbtyr | Kmw | $25.5 Bil | |
STT
| State Street Corporation | Bmwydppjl | Wbppk | $23.1 Bil | |
NTRS
| Northern Trust Corp | Nzrtkkygy | Jjkq | $17.7 Bil | |
CG
| The Carlyle Group Inc | Hdszxvys | Tgnhsyp | $15.2 Bil | |
BEN
| Franklin Resources Inc | Fsrnxkfpvv | Rdknwj | $12.8 Bil |