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Investor AB
(INVE.A)
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Rating:77Outperform
Price Target:
kr440.00
▲(6.64% Upside)
Action:Reiterated
Date:07/17/26
The score is driven primarily by solid financial strength (high recent profitability and low leverage) tempered by earnings/cash-flow volatility and a recent decline in free-cash-flow growth. Valuation is a clear positive due to a very low P/E, while technicals are neutral-to-constructive but not strongly momentum-driven.
Positive Factors
Conservative leverage
A very low debt-to-equity (~0.12 TTM) and equity growth provide durable financial flexibility. Low leverage reduces refinancing and solvency risk across cycles, enabling continued active ownership, dividends or opportunistic M&A without forcing asset sales under stress.
Negative Factors
Earnings volatility
Historical swings (notably a large 2022 loss) show realized returns can vary materially with portfolio performance and market cycles. That cyclicality weakens predictability of dividends and distributable cash, complicating multi-quarter planning for capital allocation.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative leverage
A very low debt-to-equity (~0.12 TTM) and equity growth provide durable financial flexibility. Low leverage reduces refinancing and solvency risk across cycles, enabling continued active ownership, dividends or opportunistic M&A without forcing asset sales under stress.
Read all positive factors
Investor AB (INVE.A) vs. iShares MSCI Sweden ETF (EWD)
Market Cap
kr1.25T
Dividend Yield1.36%
Average Volume (3M)388.00K
Price to Earnings (P/E)4.8
Beta (1Y)1.01
Revenue Growth145.40%
EPS Growth1023.77%
CountrySE
Employees21,005
SectorGeneral
Sector StrengthN/A
IndustryAsset Management
Share Statistics
EPS (TTM)85.73
Shares Outstanding1,246,763,400
10 Day Avg. Volume277,162
30 Day Avg. Volume388,003
Financial Highlights & Ratios
PEG Ratio0.16
Price to Book (P/B)1.06
Price to Sales (P/S)4.56
P/FCF Ratio53.29
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)kr64.19B
Investor AB Business Overview & Revenue Model
Company Description
Investor AB (publ), a venerable venture capital firm, concentrates its investment efforts across mature, middle-market entities, growth capital opportunities, and leveraged buyouts. The company organizes its diverse operations into four distinct b...
How the Company Makes Money
Investor AB makes money primarily through returns generated by its investment portfolio rather than through a single operating product. Key earnings and value-creation sources include: (1) Dividends and other distributions received from its Core I...
Investor AB Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
84
Very Positive
Cash Flow
62
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 308.19B | 221.86B | 172.83B | 183.96B | -24.82B | 266.90B |
| Gross Profit | 288.03B | 217.18B | 168.91B | 180.49B | -27.30B | 264.79B |
| EBITDA | 266.30B | 158.45B | 114.39B | 133.47B | -73.68B | 231.66B |
| Net Income | 262.63B | 157.49B | 113.34B | 127.05B | -74.76B | 228.06B |
Balance Sheet | ||||||
| Total Assets | 1.25T | 1.10T | 952.09B | 838.45B | 724.37B | 795.54B |
| Cash, Cash Equivalents and Short-Term Investments | 19.50B | 22.19B | 33.95B | 31.85B | 27.18B | 18.91B |
| Total Debt | 125.86B | 117.15B | 99.42B | 89.53B | 91.40B | 87.27B |
| Total Liabilities | 163.19B | 148.91B | 132.34B | 121.02B | 118.71B | 112.04B |
| Stockholders Equity | 1.09T | 953.71B | 819.36B | 716.77B | 604.87B | 682.61B |
Cash Flow | ||||||
| Free Cash Flow | 20.69B | 18.99B | 19.16B | 17.25B | 12.24B | 10.46B |
| Operating Cash Flow | 23.92B | 22.16B | 23.58B | 20.97B | 16.61B | 14.26B |
| Investing Cash Flow | -39.07B | -31.66B | -11.06B | 399.00M | -7.46B | -2.77B |
| Financing Cash Flow | -5.20B | 7.25B | -14.57B | -15.43B | -15.10B | -13.17B |
Investor AB Technical Analysis
Neutral
412.60
Price Trends
401.18
Positive
386.87
Positive
362.10
Positive
Market Momentum
1.09
Positive
47.83
Neutral
31.54
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SE:INVE.A, the sentiment is Neutral. The current price of 412.6 is above the 20-day moving average (MA) of 407.89, above the 50-day MA of 401.18, and above the 200-day MA of 362.10, indicating a neutral trend. The MACD of 1.09 indicates Positive momentum. The RSI at 47.83 is Neutral, neither overbought nor oversold. The STOCH value of 31.54 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SE:INVE.A.
Investor AB Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
80 Outperform | kr232.51B | 3.68 | 31.77% | 1.62% | -0.22% | 379.35% | |
78 Outperform | kr146.20B | 7.91 | 14.04% | 0.84% | -3.57% | 154.56% | |
77 Outperform | kr1.25T | 4.76 | 26.77% | 1.36% | 145.40% | 1023.77% | |
65 Neutral | kr373.32B | 33.01 | ― | 1.49% | -18.18% | 20.49% | |
61 Neutral | kr12.78B | -114.88 | -0.81% | 3.63% | -33.02% | -140.00% | |
61 Neutral | kr23.19B | 4.62 | 24.04% | 0.88% | -3.49% | ― | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
SE:INVE.A
Investor AB
402.10
117.95
41.51%
SE:INDU.A
Industrivarden AB Class A
540.50
176.08
48.32%
SE:LUND.B
L E Lundbergfoeretagen AB
586.50
112.22
23.66%
SE:RATO.B
Ratos AB
38.60
4.59
13.50%
SE:BURE
Bure Equity AB
312.20
39.21
14.36%
SE:EQT
EQT AB
312.10
-14.34
-4.39%
Investor AB Corporate Events
Investor AB boosts NAV and outperforms market despite mixed private holdings
Jul 16, 2026
Investor AB reported strong second-quarter performance, with adjusted net asset value rising 9 percent to SEK 1,214.7bn and total shareholder return reaching 15 percent, outpacing the SIXRX index. Listed holdings delivered a 14 percent total retur...
Investor AB schedules Q2 2026 interim report webcast
Jul 2, 2026
Investor AB will present its interim report for January to June 2026 at a webcast led by President and CEO Christian Cederholm and CFO Jenny Ashman Haquinius on Thursday, July 16, 2026, at 10:00 CET. The interim report, which provides a key update...
Investor AB to Repurchase Shares to Cover Incentive Programs
Jun 1, 2026
Investor AB plans to repurchase up to 250,000 of its own class B shares on Nasdaq Stockholm by June 16, 2026, under a mandate granted by its 2026 Annual General Meeting. The company already holds 4,925,139 class B shares, and any additional buybac...
Investor AB AGM approves dividend, board slate and expanded share buyback mandate
May 7, 2026
Investor AB’s 2026 annual general meeting approved the 2025 financial statements and backed a dividend of SEK 5.60 per share, to be paid in two installments in May and November, underscoring continued capital returns to shareholders. Shareho...
Investor AB to Use Treasury Shares for Long-Term Incentive Programs
May 7, 2026
Investor AB will begin transferring some of its own class B shares on Nasdaq Stockholm between May 8, 2026, and the 2027 annual general meeting to fulfill obligations under its long-term variable remuneration programs for employees. The move, whic...
Investor AB Backs Electrolux SEK 9 Billion Rights Issue and Strategic Overhaul
Apr 23, 2026
Investor AB has reaffirmed its role as an active long-term owner by backing Electrolux Group’s planned SEK 9 billion rights issue, aimed at strengthening the appliance maker’s balance sheet and funding strategic initiatives such as a p...
Investor AB Schedules 2026 Capital Markets Update to Outline Strategy
Apr 21, 2026
Investor AB will host a Capital Markets Update on November 4, 2026, where the Swedish investment group plans to brief investors on its strategic priorities and the development of its diversified portfolio. The event is intended to show how the com...
Investor AB grows NAV and outperforms market on robust Q1 despite EQT drag
Apr 21, 2026
Investor AB reported a solid first quarter of 2026, with adjusted net asset value rising to SEK 1,125.1 billion, or SEK 367 per share, a 3 percent increase that helped deliver a 7 percent total shareholder return versus a negative benchmark. Manag...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.