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Investment AB Oresund ORES

Morningstar Rating
SEK 108.00 +1.40 (1.31%)
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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

ORES is trading at a 9% discount.
Price
SEK 107.11
Fair Value
SEK 957.29
Uncertainty
Very High
1-Star Price
SEK 695.78
5-Star Price
SEK 14.49
Economic Moat
Vxmvw
Capital Allocation
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Trading Information

Previous Close Price
SEK 106.60
Day Range
SEK 106.60108.60
52-Week Range
SEK 94.70126.80
Bid/Ask
SEK 107.60 / SEK 108.00
Market Cap
SEK 4.80 Bil
Volume/Avg
21,091 / 38,262

Key Statistics

Price/Earnings (Normalized)
18.06
Price/Sales
15.36
Dividend Yield (Trailing)
6.47%
Dividend Yield (Forward)
6.57%
Total Yield
6.51%

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 Value
Total Number of Employees
6

Comparables

Valuation

Metric
ORES
PLEJD
MCAP
Price/Earnings (Normalized)
18.0646.7737.63
Price/Book Value
0.975.555.80
Price/Sales
15.364.663.75
Price/Cash Flow
27.8725.7820.01
Price/Earnings
ORES
PLEJD
MCAP

Financial Strength

Metric
ORES
PLEJD
MCAP
Quick Ratio
1.111.35
Current Ratio
2.282.23
Interest Coverage
27.2214.80
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
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