Investor AB (INVE.A) AI Stock Analysis

• Market Cap: kr890.92B
• Dividend Yield: 1.7%
• Average Volume (3M): 181.50K
• Price to Earnings (P/E): 38.1
• Beta (1Y): 1.00
• Revenue Growth: 3.97%
• EPS Growth: -87.10%
• Country: SE
• Employees: 19,060
• Sector: Financial
• Sector Strength: 75
• Industry: Asset Management
• EPS (TTM): 14.78
• Shares Outstanding: 1,246,763,400
• 10 Day Avg. Volume: 166,728
• 30 Day Avg. Volume: 181,505
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): 0.00
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0

• Rating: 69 Neutral
• Price Target: kr319.00 ▲(9.02%Upside)

Investor AB's overall stock score is driven by its robust financial stability and positive technical indicators. However, high valuation metrics and operational challenges weigh on the score, highlighting areas of potential risk. The absence of significant earnings call data and corporate events means these factors have no impact on the assessment.

Investor AB Business Overview & Revenue Model

Company Description

Investor AB is a leading Swedish investment company founded in 1916 and headquartered in Stockholm, Sweden. It is primarily engaged in the acquisition and management of long-term investments in a diverse portfolio of companies across various sectors including healthcare, technology, industrials, and financial services. The company is renowned for its active ownership approach, which involves working closely with its portfolio companies to support their growth and enhance value over time.

How the Company Makes Money

Investor AB makes money primarily through the capital appreciation and dividends of its portfolio companies. The company holds significant equity stakes in both publicly traded and private companies, generating revenue through the appreciation in value of these holdings and the dividends distributed by them. Investor AB also engages in selective investments in venture capital and financial instruments, diversifying its income streams. Additionally, as an active owner, it looks to drive long-term value creation by influencing strategic decisions and operational improvements within its portfolio companies. The company's earnings are heavily influenced by the performance of its key holdings and the overall market conditions.

Investor AB Financial Statement Overview

Summary

Investor AB shows strong financial stability with a high equity ratio and strong net profit margin, but faces operational challenges such as negative EBIT and zero operating cash flow in 2024. Despite revenue volatility, effective cash management and a robust balance sheet support its overall financial health.

Income Statement

Investor AB's income statement shows significant revenue fluctuations, with a decline in total revenue from 2023 to 2024. Despite a strong net income in 2024, EBIT and EBITDA margins are concerning due to negative EBIT. However, the net profit margin remains strong, indicating profitability despite operational challenges.

Balance Sheet

The balance sheet is robust with a high equity ratio, showcasing financial stability and low leverage as total debt is zero in 2024. This reflects a strong position in managing liabilities and leveraging equity. Return on equity is healthy, underscoring effective use of shareholder funds.

Cash Flow

Cash flow analysis reveals positive free cash flow and a strong free cash flow to net income ratio, indicating efficient cash generation relative to earnings. However, operating cash flow was zero in 2024, which could suggest operational cash generation issues despite the positive net income.

Breakdown
Income Statement
Total Revenue
Gross Profit
EBITDA
Net Income
Balance Sheet
Total Assets
Cash, Cash Equivalents and Short-Term Investments
Total Debt
Total Liabilities
Stockholders Equity
Cash Flow
Free Cash Flow
Operating Cash Flow
Investing Cash Flow
Financing Cash Flow

Investor AB Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 292.60
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

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 292.6 is above the 20-day moving average (MA) of 287.68, above the 50-day MA of 284.87, and below the 200-day MA of 293.88, indicating a neutral trend. The MACD of 2.62 indicates Negative momentum. The RSI at 58.81 is Neutral, neither overbought nor oversold. The STOCH value of 56.84 is Neutral, 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

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
INVE.A	69 Neutral	kr890.92B	38.10	2.79%	1.70%	3.97%	-87.10%
LUND.B	66 Neutral	kr121.37B	23.68	4.47%	0.94%	18.94%	-40.44%
Sector *	65 Neutral	kr117.03B	28.28	6.10%	3.27%	14.35%	-15.23%
BURE	64 Neutral	kr22.20B	191.37	0.27%	0.92%	13.61%	-97.82%
INDU.C	63 Neutral	kr160.25B	12.23	8.17%	2.22%	10.96%	-41.98%
KINV.A	56 Neutral	kr25.67B	―		―	-95.90%	27.54%
INDU.A	54 Neutral	kr161.18B	12.29	8.17%	2.22%	-49.11%	-87.67%

Investor AB Corporate Events

Investor AB Reports Q2 2025 Financials and Strategic Moves

In the second quarter of 2025, Investor AB reported an adjusted net asset value of SEK 960.6 billion, reflecting a 3% increase with dividends added back. Despite a total shareholder return of -5%, the company made strategic acquisitions, including shares in Ericsson and EQT AB, and divested shares in SEB. Patricia Industries, a subsidiary, saw a -6% total return due to negative currency impacts, but achieved sales growth in major subsidiaries. Notably, Patricia Industries completed a significant acquisition of Nova Biomedical, enhancing its market position.

Investor AB Announces Q2 2025 Webcast and Mölnlycke Presentation

Investor AB has announced a webcast for the presentation of its Q2 2025 interim report, scheduled for July 17, 2025. The event will feature presentations from Investor’s President and CEO, Christian Cederholm, and CFO, Jenny Ashman Haquinius, followed by a presentation from the CEO of Mölnlycke, a subsidiary of Patricia Industries. This webcast is an opportunity for stakeholders to gain insights into the company’s financial performance and strategic direction.

Investor AB to Repurchase Shares for Strategic Financial Management

Investor AB’s Board has decided to utilize the authorization granted by the Annual General Meeting to repurchase up to 560,000 class B shares on Nasdaq Stockholm. This move aims to secure obligations and hedge costs related to the company’s long-term variable remuneration program and synthetic shares issued as part of Board remuneration, potentially impacting the company’s financial strategies and shareholder value.

Investor AB’s 2025 AGM Resolutions and Strategic Initiatives

Investor AB’s Annual General Meeting in 2025 approved several key resolutions, including the income statement and balance sheet for 2024, a dividend of SEK 5.20 per share, and the re-election of board members with Fred Wallenberg joining as a new member. The meeting also approved long-term variable remuneration programs and authorized the board to manage the company’s own shares, which supports their strategic capital structure and employee incentive plans.

Investor AB to Transfer Shares for Remuneration Program

Investor AB’s Board has decided to utilize its mandate to transfer up to 6,000,000 class B shares to secure obligations and hedge costs related to its long-term variable remuneration program and synthetic shares issued for Board remuneration. This strategic move, authorized by the Annual General Meeting 2025, will take place on Nasdaq Stockholm and is expected to impact the company’s financial strategies and stakeholder interests.