Want to see SE:INVE.A full AI Analyst Report?
Top Page
Investor AB
(INVE.A)
Select Model
Select Model
Rating:81Outperform
Price Target:
kr478.00
▲(15.85% Upside)
Action:Reiterated
Date:10/17/26
The score is primarily supported by strong financial quality (very high profitability, low leverage, and solid ROE) and an inexpensive valuation (low P/E). Technicals are supportive with price above major moving averages and positive MACD, though near-overbought stochastic readings temper the outlook. The main risk is earnings and revenue volatility tied to market and investment revaluations.
Positive Factors
Conservative leverage
Very low leverage gives Investor AB financial flexibility to withstand portfolio volatility, support subsidiaries, and fund new investments without relying heavily on external borrowing. The substantial equity base also reduces balance-sheet fragility and limits the burden of financing costs over the next several quarters.
Negative Factors
Earnings volatility
Investor AB’s earnings and equity returns can swing sharply with investment performance and portfolio revaluations, as shown by the 2022 loss and negative ROE. Such variability makes sustainable earnings power harder to forecast and can complicate capital allocation through weaker market cycles.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative leverage
Very low leverage gives Investor AB financial flexibility to withstand portfolio volatility, support subsidiaries, and fund new investments without relying heavily on external borrowing. The substantial equity base also reduces balance-sheet fragility and limits the burden of financing costs over the next several quarters.
Read all positive factors
Investor AB (INVE.A) vs. iShares MSCI Sweden ETF (EWD)
Market Cap
kr1.30T
Dividend Yield1.3%
Average Volume (3M)426.74K
Price to Earnings (P/E)6.1
Beta (1Y)1.01
Revenue Growth1.50%
EPS Growth204.93%
CountrySE
Employees21,005
SectorGeneral
Sector StrengthN/A
IndustryAsset Management
Share Statistics
EPS (TTM)70.09
Shares Outstanding1,246,763,400
10 Day Avg. Volume357,907
30 Day Avg. Volume426,742
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)6.29
Revenue Forecast (FY)kr71.97B
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 selling a traditional product or service. Key earnings and value drivers include: (1) Dividends and distributions from portfolio companies: Cash in...
Investor AB Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
86
Very Positive
Cash Flow
71
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 252.74B | 221.86B | 172.83B | 183.96B | -24.82B | 266.90B |
| Gross Profit | 232.15B | 217.18B | 168.91B | 180.49B | -27.30B | 264.79B |
| EBITDA | 219.17B | 158.45B | 114.39B | 133.47B | -73.68B | 231.66B |
| Net Income | 214.72B | 157.49B | 113.34B | 127.05B | -74.76B | 228.06B |
Balance Sheet | ||||||
| Total Assets | 1.26T | 1.10T | 952.09B | 838.45B | 724.37B | 795.54B |
| Cash, Cash Equivalents and Short-Term Investments | 16.65B | 22.19B | 33.95B | 31.85B | 27.18B | 18.91B |
| Total Debt | 127.25B | 117.15B | 99.42B | 89.53B | 91.40B | 87.27B |
| Total Liabilities | 165.41B | 148.91B | 132.34B | 121.02B | 118.71B | 112.04B |
| Stockholders Equity | 1.10T | 953.71B | 819.36B | 716.77B | 604.87B | 682.61B |
Cash Flow | ||||||
| Free Cash Flow | 23.06B | 18.99B | 19.16B | 17.25B | 12.24B | 10.46B |
| Operating Cash Flow | 26.45B | 22.16B | 23.58B | 20.97B | 16.61B | 14.26B |
| Investing Cash Flow | -22.85B | -31.66B | -11.06B | 399.00M | -7.46B | -2.77B |
| Financing Cash Flow | -12.43B | 7.25B | -14.57B | -15.43B | -15.10B | -13.17B |
Investor AB Technical Analysis
Positive
412.60
Price Trends
404.86
Positive
400.54
Positive
378.98
Positive
Market Momentum
4.12
Negative
62.35
Neutral
86.85
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SE:INVE.A, the sentiment is Positive. The current price of 412.6 is above the 20-day moving average (MA) of 408.49, above the 50-day MA of 404.86, and above the 200-day MA of 378.98, indicating a bullish trend. The MACD of 4.12 indicates Negative momentum. The RSI at 62.35 is Neutral, neither overbought nor oversold. The STOCH value of 86.85 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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 |
|---|---|---|---|---|---|---|---|
81 Outperform | kr1.30T | 6.09 | 20.83% | 1.30% | 1.50% | 204.93% | |
78 Outperform | kr144.34B | 7.81 | 14.04% | 0.84% | -3.57% | 154.56% | |
73 Outperform | kr224.83B | 4.19 | 25.59% | 1.68% | -1.43% | 290.11% | |
65 Neutral | kr386.11B | 32.18 | ― | 1.50% | -18.18% | 20.49% | |
61 Neutral | kr22.72B | 4.52 | 24.04% | 0.90% | -3.49% | ― | |
57 Neutral | kr13.28B | -56.44 | -1.68% | 3.44% | -23.16% | -128.59% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
SE:INVE.A
Investor AB
419.10
110.54
35.82%
SE:INDU.A
Industrivarden AB Class A
522.00
133.21
34.26%
SE:LUND.B
L E Lundbergfoeretagen AB
582.00
77.38
15.33%
SE:RATO.B
Ratos AB
40.64
3.72
10.07%
SE:BURE
Bure Equity AB
306.20
30.24
10.96%
SE:EQT
EQT AB
309.00
-15.76
-4.85%
Investor AB Corporate Events
Investor AB Boosts NAV and Returns as Patricia Industries and Mölnlycke Drive Growth
Oct 16, 2026
Investor AB reported adjusted net asset value of SEK 1,258.0bn at the end of September 2026, equivalent to SEK 411 per share, reflecting 4 percent growth in the quarter and 17 percent over nine months. Total shareholder return reached 24 percent y...
Investor AB boosts EQT stake with SEK 3.5bn share purchase
Oct 16, 2026
Investor AB has strengthened its position in private equity group EQT AB by acquiring 12,500,000 shares from Wallenberg Investments for approximately SEK 3.5 billion, at a price of SEK 282.7 per share. Following the transaction, Investor now holds...
Investor AB Schedules Webcast for Q3 2026 Interim Statement
Oct 2, 2026
Investor AB has announced that President and CEO Christian Cederholm and CFO Jenny Ashman Haquinius will present the company’s Interim Management Statement for January to September 2026 via a webcast. The presentation is scheduled for Friday...
Investor AB’s Patricia Industries backs Mölnlycke split into two focused healthcare companies
Sep 16, 2026
Patricia Industries, Investor AB’s wholly owned business area, has backed Mölnlycke’s plan to separate its Operating Room Solutions and Gloves operations into a new standalone entity, Mölnlycke Surgical, while retaining Wound...
Investor AB Sets Powerful Nomination Committee Ahead of 2027 AGM
Sep 11, 2026
Investor AB has appointed its Nomination Committee for the 2027 Annual General Meeting, reflecting the ownership structure as of August 31, 2026 and reinforcing its long-term, governance-focused investment model. The committee members represent ma...
Investor AB Schedules Capital Markets Update to Spotlight Strategy and Portfolio
Sep 7, 2026
Investor AB will host a Capital Markets Update at its Stockholm headquarters on November 4, 2026, aimed at institutional investors, analysts and media interested in the group’s strategy and portfolio. The event underscores Investor’s r...
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.