Investor AB (INVE.A) AI Stock Analysis

Investor AB

(Nasdaq OMX AB:INVE.A)

Select Model

Rating:83.3Outperform

Price Target:SEK 483.00▲(15.00% Upside)

Action:reiterated

Date:10/17/26

The score is driven primarily by strong financial performance, especially the balance sheet and profitability, supported by attractive valuation. Positive technical momentum also helps, although the revenue decline, earnings volatility, incomplete cash conversion, and elevated stochastic reading moderate the result.

Positive Factors

Conservative leverageVery 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 volatilityInvestor 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.

Investor AB (INVE.A) vs. iShares MSCI Sweden ETF (EWD)

Market Cap: SEK 1.30T
Dividend Yield: 1.30%
Average Volume (3M): 373.05K
Price to Earnings (P/E): 6.1
Beta (1Y): 1.01
Revenue Growth: 1.50%
EPS Growth: 204.93%
Country: Sweden
Employees: 21,005
Sector: General
Sector Strength: 55
Industry: Asset Management

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 busi...

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 inflo...

Investor AB Financial Statement Overview

Summary

Strong profitability, exceptionally low leverage, substantial equity, and positive cash generation support the score. The main weaknesses are an 18.0% TTM revenue decline, earnings volatility, and cash flow that does not fully convert net income.

Income Statement

82Very Positive

Balance Sheet

92Very Positive

Cash Flow

79Positive

Financial statement breakdown
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

Technical Analysis SentimentPositive

Last Price420.00

Price Trends

50DMA405.10Positive

100DMA401.00Positive

200DMA379.42Positive

Market Momentum

MACD4.38Negative

RSI63.13Neutral

STOCH84.04Negative

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 420.00 is above the 20-day moving average (MA) of 409.68, above the 50-day MA of 405.10, and above the 200-day MA of 379.42, indicating a bullish trend. The MACD of 4.38 indicates Negative momentum. The RSI at 63.13 is Neutral, neither overbought nor oversold. The STOCH value of 84.04 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

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

SE:INVE.A against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SE:INVE.A	83Outperform	SEK 1.30T	6.11	20.83%	1.30%	1.50%	204.93%
SE:LUND.B	78Outperform	SEK 144.34B	7.88	14.04%	0.83%	-3.57%	154.56%
SE:INDU.A	73Outperform	SEK 224.83B	4.21	25.59%	1.67%	-1.43%	290.11%
SE:EQT	66Neutral	SEK 386.11B	33.48	―	1.46%	-18.18%	20.49%
SE:BURE	61Neutral	SEK 22.72B	4.48	24.04%	0.91%	-3.49%	―
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
SE:RATO.B	54Neutral	SEK 13.28B	-57.33	-1.68%	3.39%	-23.16%	-128.59%

* General Sector Average

Performance Comparison

SE:INVE.A and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
SE:INVE.A	Investor AB (0NC5)	420.00	110.45	35.68%
SE:INDU.A	Industrivarden AB Class A	525.00	133.86	34.22%
SE:LUND.B	L E Lundbergfoeretagen AB	587.50	82.38	16.31%
SE:RATO.B	Ratos AB (0KBQ)	41.28	5.91	16.71%
SE:BURE	Bure Equity AB	303.60	38.13	14.36%
SE:EQT	EQT AB	319.00	1.23	0.39%

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 year...

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 19...

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, O...

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 Ca...

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 major...

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 role...

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.

Date of analysis: Oct 17, 2026

Investor AB AI Stock Analysis