Investor AB Class B INVE B

Morningstar Rating
SEK 400.25 +0.15 (0.04%)
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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

INVE B is trading at a LOCK|n^$<nq premium.
Price
SEK 400.10
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
—

Trading Information

Previous Close Price
SEK 400.10
Day Range
SEK 400.00–402.55
52-Week Range
SEK 296.60–426.80
Bid/Ask
SEK 400.15 / SEK 400.30
Shares Outstanding
3.06B
Market Cap
SEK 1.23T
Volume/Avg
198,974 / 2M

Key Statistics

Price/Earnings (Normalized)
4.64
Price/Sales
3.72
Dividend Yield (Trailing)
1.36%
Dividend Yield (Forward)
1.36%
Dividend Payment Schedule
May, Nov
Total Yield
1.37%

Company Profile

Investor AB is an industrial holding company with a long-term, active investment portfolio plan. Its operations are divided into three business areas: Listed Companies, Patricia Industries, and Investments in EQT. The majority of the company's revenue is generated from dividends and changes in the value of its investment in other listed companies. Geographically, it generates the maximum revenue from the United States, with the remainder coming from Sweden, the United Kingdom, France, Germany, South America, Africa, and other regions.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Large Core
Total Number of Employees
21,005

Valuation

Metric
INVE B
Price/Earnings (Normalized)
4.64
Price/Book Value
1.13
Price/Sales
3.72
Price/Cash Flow
51.25
Price/Earnings
INVE B

Financial Strength

Metric
INVE B
Quick Ratio
—
Current Ratio
—
Interest Coverage
—
Quick Ratio
No chart available

Profitability

Metric
INVE B
Return on Assets (Normalized)
23.73%
Return on Equity (Normalized)
27.55%
Return on Invested Capital (Normalized)
—
Return on Assets
INVE B

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BlackRock Inc
BLK
LOCK|%^#%V<cLOCK|W#d$165B
Blackstone Inc
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LOCK|L?#&jbLOCK|hB$90B
KKR & Co Inc Ordinary Shares
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LOCK|qTMHc^BLOCK|ChGR$82B
Brookfield Asset Management Ltd Ordinary Shares - Class A
BAM
LOCK|Cr@dJzcLOCK|$@hj$71B
Apollo Global Management Inc
APO
LOCK|$$@l^QLOCK|Pd?$$68B
State Street Corp
STT
LOCK|hY>>gZ@LOCK|wJ$$48B
Ameriprise Financial Inc
AMP
LOCK|>K#H>v#LOCK|MY^J$44B
Northern Trust Corp
NTRS
LOCK|w!$@HVXLOCK|Jlm$31B
Raymond James Financial Inc
RJF
LOCK|jm^@RTLOCK|XnG!y$31B
Ares Management Corp Ordinary Shares - Class A
ARES
LOCK|^dSZ<@$LOCK|^Ftg$27B

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