Investor AB Class B INVE B
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- SEK 314.05
- Day Range
- SEK 310.05–315.35
- 52-Week Range
- SEK 197.88–315.35
- Bid/Ask
- SEK 312.15 / SEK 312.25
- Market Cap
- SEK 955.10 Bil
- Volume/Avg
- 2.7 Mil / 2.3 Mil
Key Statistics
- Price/Earnings (Normalized)
- 5.25
- Price/Sales
- 3.98
- Dividend Yield (Trailing)
- 1.51%
- Dividend Yield (Forward)
- 1.51%
- Total Yield
- 1.55%
Company Profile
Investor AB is an industrial holding company with a long-term, active investment portfolio strategy. The company focuses on investing in companies that emphasize innovation and product development. Investor AB's so-called "buy-to-build" strategy seeks not to divest holdings, but rather to develop them over time in order to close the gap between price and value. A majority of its equity investments are made in the country of Sweden and Scandinavia, where the company mostly operates.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Large Growth
- Total Number of Employees
- 8,725
- Website
- https://www.investorab.com
Comparables
Valuation
|
Metric
|
INVE B
|
BURE
|
ORES
|
|---|---|---|---|
Price/Earnings (Normalized) | 5.25 | 4.85 | 7.58 |
Price/Book Value | 1.14 | 1.30 | 1.18 |
Price/Sales | 3.98 | 127.73 | 7.21 |
Price/Cash Flow | 40.67 | 22.13 | 36.10 |
Price/Earnings
INVE B
BURE
ORES
Financial Strength
|
Metric
|
INVE B
|
BURE
|
ORES
|
|---|---|---|---|
Quick Ratio | — | 32.77 | — |
Current Ratio | — | 32.77 | — |
Interest Coverage | — | — | — |
Quick Ratio
INVE B
BURE
ORES
Profitability
|
Metric
|
INVE B
|
BURE
|
ORES
|
|---|---|---|---|
Return on Assets (Normalized) | 21.02% | 32.13% | 16.29% |
Return on Equity (Normalized) | 24.60% | 32.22% | 16.75% |
Return on Invested Capital (Normalized) | — | 32.20% | — |
Return on Assets
INVE B
BURE
ORES
Asset Management Industry Comparables
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| BlackRock Inc
BLK
| Hbbmclwwcn | Wfj | $140.0 Bil | |||
| Blackstone Inc
BX
| Zsnssqcl | Wwqyyq | $118.6 Bil | |||
| KKR & Co Inc Ordinary Shares
KKR
| Khpvgvxwx | Yvhtzv | $117.3 Bil | |||
| Ameriprise Financial Inc
AMP
| Lsrvcynjl | Fwkdh | $46.0 Bil | |||
| State Street Corp
STT
| Dtkdnwgy | Rjkw | $26.3 Bil | |||
| Raymond James Financial Inc
RJF
| Brprfhrrg | Kjqvwl | $25.2 Bil | |||
| T. Rowe Price Group Inc
TROW
| Llftrdlzv | Blckpn | $24.4 Bil | |||
| Northern Trust Corp
NTRS
| Lmqvnzwwj | Bxsy | $18.2 Bil | |||
| The Carlyle Group Inc
CG
| Nsztdvy | Ccxzmf | $15.5 Bil | |||
| Franklin Resources Inc
BEN
| Fywcyhlg | Dcfwq | $10.9 Bil |
United States