Investment AB Oresund (ORES) AI Stock Analysis

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Investment AB Oresund

(Nasdaq OMX AB:ORES)

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Rating:73Outperform

Price Target:SEK 160.00▲(4.03% Upside)

Action:upgraded

Date:10/14/26

Strong balance sheet and attractive valuation are the main positive drivers, while income volatility and mixed technical indicators limit the overall score.

Positive Factors

Very low leverageThe exceptionally low debt burden leaves Öresund with substantial financial flexibility and limited interest or refinancing pressure. An equity-funded balance sheet can help the company withstand investment volatility, preserve capital for new opportunities, and maintain resilience through weaker market periods.

Negative Factors

Volatile investment earningsInvestment-driven gains and losses make reported profits less predictable than those of an operating company. A history that includes a large loss and substantial revenue swings complicates forecasting, can produce uneven distributions, and may cause returns to vary materially across market and portfolio cycles.

Investment AB Oresund (ORES) vs. iShares MSCI Sweden ETF (EWD)

Market Cap: SEK 6.86B
Dividend Yield: 4.81%
Average Volume (3M): 43.82K
Price to Earnings (P/E): 5.5
Beta (1Y): 0.61
Revenue Growth: -8.09%
EPS Growth: 220.60%
Country: Sweden
Employees: 6
Sector: General
Sector Strength: 55
Industry: Asset Management

Investment AB Oresund Business Overview & Revenue Model

Company Description

Investment AB Öresund (publ) is a publicly traded investment firm that was established in 1890 and is headquartered in Stockholm, Sweden.

How the Company Makes Money

Investment AB Öresund makes money primarily through returns generated on its investment portfolio rather than through operating revenue from selling products or services. Key sources of earnings typically include: (1) Dividends and distributions rece...

Investment AB Oresund Financial Statement Overview

Summary

Strong balance sheet with minimal debt and reliable cash conversion provide stability and resilience, though income statement volatility from investment returns is a notable weakness.

Income Statement

58Neutral

Balance Sheet

94Very Positive

Cash Flow

76Positive

Financial statement breakdown
Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	163.70M	171.70M	422.15M	255.57M	-1.67B	1.27B
Gross Profit	163.70M	171.70M	422.01M	255.57M	-1.67B	1.27B
EBITDA	1.25B	843.30M	423.61M	229.94M	-1.68B	1.26B
Net Income	1.24B	859.50M	423.49M	246.54M	-1.68B	1.26B
Balance Sheet
Total Assets	6.04B	5.33B	4.78B	4.67B	4.73B	6.77B
Cash, Cash Equivalents and Short-Term Investments	161.30M	74.00M	329.25M	392.41M	591.82M	201.84M
Total Debt	8.90M	13.43M	17.37M	21.00M	10.54M	77.49M
Total Liabilities	247.90M	48.40M	35.24M	30.77M	25.57M	86.90M
Stockholders Equity	5.79B	5.28B	4.75B	4.64B	4.71B	6.68B
Cash Flow
Free Cash Flow	163.60M	156.70M	188.23M	136.53M	60.00M	142.32M
Operating Cash Flow	163.60M	156.70M	188.34M	136.76M	60.00M	142.32M
Investing Cash Flow	55.20M	-80.80M	70.33M	-23.46M	628.76M	140.86M
Financing Cash Flow	-335.60M	-331.20M	-321.84M	-312.71M	-298.78M	-275.91M

Investment AB Oresund Technical Analysis

Technical Analysis SentimentPositive

Last Price153.80

Price Trends

50DMA143.22Positive

100DMA138.84Positive

200DMA137.57Positive

Market Momentum

MACD2.31Negative

RSI72.27Negative

STOCH92.05Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SE:ORES, the sentiment is Positive. The current price of 153.80 is above the 20-day moving average (MA) of 144.13, above the 50-day MA of 143.22, and above the 200-day MA of 137.57, indicating a bullish trend. The MACD of 2.31 indicates Negative momentum. The RSI at 72.27 is Negative, neither overbought nor oversold. The STOCH value of 92.05 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SE:ORES.

Investment AB Oresund Peers Comparison

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

SE:ORES against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SE:SVOL.B	75Outperform	SEK 6.63B	16.05	7.21%	2.12%	1359.94%	4701.57%
SE:ORES	73Outperform	SEK 6.80B	5.55	―	4.81%	-8.09%	220.60%
SE:CRED.A	72Outperform	SEK 11.32B	5.90	16.53%	1.88%	6.97%	50.85%
SE:BURE	61Neutral	SEK 22.69B	4.54	24.04%	0.89%	-3.49%	―
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
SE:LINC	55Neutral	SEK 4.02B	56.32	1.63%	―	7.98%	―
SE:RATO.B	54Neutral	SEK 13.55B	-58.47	-1.68%	3.33%	-23.16%	-128.59%

* General Sector Average

Performance Comparison

SE:ORES and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
SE:ORES	Investment AB Oresund	153.80	45.28	41.73%
SE:RATO.B	Ratos AB (0KBQ)	42.10	7.46	21.53%
SE:CRED.A	Creades AB Class A	85.10	13.88	19.49%
SE:BURE	Bure Equity AB	308.00	59.75	24.07%
SE:LINC	Linc AB	70.40	0.90	1.29%
SE:SVOL.B	Svolder AB Class B	63.70	10.85	20.53%

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 14, 2026

Investment AB Oresund AI Stock Analysis