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Investor AB
(INVE.B)
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Rating:80Outperform
Price Target:
kr453.00
▲(9.04% Upside)
Action:Reiterated
Date:07/17/26
The score is driven primarily by strong financial performance (high profitability and low leverage) and very attractive valuation (low P/E). These positives are tempered by historical results volatility and recent free-cash-flow pressure, while technical indicators are supportive but not strongly bullish in the near term.
Positive Factors
High Profitability
Exceptionally high margins indicate durable earnings power across the company’s investment and operating portfolio. High gross/EBIT/net margins support strong internal capital generation, enabling reinvestment, dividends or selective buyouts even if market returns fluctuate.
Negative Factors
Earnings Volatility
Large swings in reported earnings reflect sensitivity to portfolio marks and market cycles, which undermines predictability of distributable cash and NAV-driven returns. For a holding company this structural volatility can complicate planning for dividends and capital deployment.
Read all positive and negative factors
Positive Factors
Negative Factors
High Profitability
Exceptionally high margins indicate durable earnings power across the company’s investment and operating portfolio. High gross/EBIT/net margins support strong internal capital generation, enabling reinvestment, dividends or selective buyouts even if market returns fluctuate.
Read all positive factors
Investor AB (INVE.B) vs. iShares MSCI Sweden ETF (EWD)
Market Cap
kr1.24T
Dividend Yield1.35%
Average Volume (3M)2.25M
Price to Earnings (P/E)4.7
Beta (1Y)1.01
Revenue Growth145.40%
EPS Growth1023.77%
CountrySE
Employees19,351
SectorGeneral
Sector StrengthN/A
IndustryAsset Management
Share Statistics
EPS (TTM)85.73
Shares Outstanding1,821,936,800
10 Day Avg. Volume2,395,090
30 Day Avg. Volume2,253,783
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 Target
kr327.00Price Target Upside-21.29% Downside
Rating ConsensusModerate Sell
Number of Analyst Covering1
EPS Forecast (FY)49.69
Revenue Forecast (FY)kr66.79B
Investor AB Business Overview & Revenue Model
Company Description
Investor AB (publ) functions as an investment firm primarily focused on venture capital activities. Its expertise lies in growth capital, buyouts, and investments within mature, mid-market companies. The company’s operations are structured into fo...
How the Company Makes Money
Investor AB makes money primarily through returns on its investments rather than by selling standalone products or services. Key value and cash-flow drivers include: (1) Dividends and other distributions received from its listed core investments a...
Investor AB Financial Statement Overview
Summary
Income Statement
86
Very Positive
Balance Sheet
84
Very Positive
Cash Flow
73
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
415.45
Price Trends
407.87
Negative
393.29
Positive
367.53
Positive
Market Momentum
-0.85
Positive
39.61
Neutral
16.67
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SE:INVE.B, the sentiment is Neutral. The current price of 415.45 is above the 20-day moving average (MA) of 411.07, above the 50-day MA of 407.87, and above the 200-day MA of 367.53, indicating a neutral trend. The MACD of -0.85 indicates Positive momentum. The RSI at 39.61 is Neutral, neither overbought nor oversold. The STOCH value of 16.67 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SE:INVE.B.
Investor AB Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
80 Outperform | kr1.24T | 4.70 | 26.77% | 1.35% | 145.40% | 1023.77% | |
80 Outperform | kr235.01B | 3.67 | 31.77% | 1.62% | -0.22% | 379.35% | |
78 Outperform | kr145.58B | 7.81 | 14.04% | 0.84% | -3.57% | 154.56% | |
75 Outperform | kr6.66B | 9.41 | ― | 5.01% | -9.14% | 1.57% | |
65 Neutral | kr372.38B | 32.46 | ― | 1.48% | -18.18% | 20.49% | |
61 Neutral | kr22.96B | 4.54 | 24.04% | 0.89% | -3.49% | ― | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
SE:INVE.B
Investor AB
402.70
121.60
43.26%
SE:INDU.A
Industrivarden AB Class A
540.50
175.49
48.08%
SE:LUND.B
L E Lundbergfoeretagen AB
582.00
101.97
21.24%
SE:BURE
Bure Equity AB
307.40
34.80
12.77%
SE:ORES
Investment AB Oresund
145.80
34.57
31.08%
SE:EQT
EQT AB
315.10
-15.77
-4.77%
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.