Investor AB (INVE.B) AI Stock Analysis

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Investor AB

(Nasdaq OMX AB:INVE.B)

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Rating:80Outperform

Price Target:SEK 486.00▲(13.79% Upside)

Action:reiterated

Date:10/17/26

The score is driven primarily by strong financial fundamentals (high TTM profitability and low leverage) and supportive technical strength (price above key moving averages with positive MACD). Valuation is a major positive due to the very low P/E, while the biggest risk factor is business/result volatility (including the recent TTM revenue decline) and potential near-term overbought signals.

Positive Factors

Low LeverageThe conservatively financed balance sheet gives Investor AB substantial financial flexibility to support existing holdings, pursue new investments, and absorb portfolio volatility. Low leverage also limits financing pressure and leaves more capacity for long-term capital allocation.

Negative Factors

Revenue DeclineThe sharp TTM revenue decline shows that reported business performance can weaken materially even after a period of growth. For an investment company, this volatility may reflect changing portfolio outcomes and can reduce the predictability of earnings and distributions.

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

Market Cap: SEK 1.30T
Dividend Yield: 1.28%
Average Volume (3M): 2.42M
Price to Earnings (P/E): 6.1
Beta (1Y): 1.01
Revenue Growth: 1.50%
EPS Growth: 204.93%
Country: Sweden
Employees: 19,351
Sector: General
Sector Strength: 55
Industry: Asset Management

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 four...

How the Company Makes Money

Investor AB makes money primarily through returns generated by its investment portfolio rather than through operating revenues from selling products or services. Key earnings and value drivers include: (1) Dividends and other distributions: Investor...

Investor AB Financial Statement Overview

Summary

Overall financial quality is strong: exceptionally high TTM profitability, a conservatively financed balance sheet with low leverage, and positive/improving free cash flow. The main offset is volatility—TTM revenue fell ~18% and results have been cyclical historically (including a loss year in 2022), plus uneven conversion of profits into free cash flow.

Income Statement

74Positive

Balance Sheet

84Very Positive

Cash Flow

67Positive

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 Price427.10

Price Trends

50DMA410.98Positive

100DMA406.92Positive

200DMA383.97Positive

Market Momentum

MACD4.28Negative

RSI61.97Neutral

STOCH90.01Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SE:INVE.B, the sentiment is Positive. The current price of 427.10 is above the 20-day moving average (MA) of 416.07, above the 50-day MA of 410.98, and above the 200-day MA of 383.97, indicating a bullish trend. The MACD of 4.28 indicates Negative momentum. The RSI at 61.97 is Neutral, neither overbought nor oversold. The STOCH value of 90.01 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SE:INVE.B.

Investor AB Peers Comparison

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

SE:INVE.B against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SE:INVE.B	80Outperform	SEK 1.30T	6.09	20.83%	1.28%	1.50%	204.93%
SE:LUND.B	78Outperform	SEK 144.34B	7.81	14.04%	0.84%	-3.57%	154.56%
SE:ORES	74Outperform	SEK 6.70B	5.32	―	5.02%	-8.09%	220.60%
SE:INDU.A	73Outperform	SEK 224.83B	4.19	25.59%	1.68%	-1.43%	290.11%
SE:EQT	65Neutral	SEK 386.11B	32.18	―	1.50%	-18.18%	20.49%
SE:BURE	61Neutral	SEK 22.72B	4.52	24.04%	0.90%	-3.49%	―
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%

* General Sector Average

Performance Comparison

SE:INVE.B and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
SE:INVE.B	Investor AB	427.10	117.00	37.73%
SE:INDU.A	Industrivarden AB Class A	522.00	132.63	34.06%
SE:LUND.B	L E Lundbergfoeretagen AB	582.00	81.84	16.36%
SE:BURE	Bure Equity AB	306.20	33.40	12.25%
SE:ORES	Investment AB Oresund	147.40	36.02	32.34%
SE:EQT	EQT AB	309.00	-12.41	-3.86%

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