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Investor AB (0NC5) (SE:INVE.A)
:INVE.A
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Investor AB (INVE.A) AI Stock Analysis

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SE:INVE.A

Investor AB

(LSE:INVE.A)

Rating:69Neutral
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 (INVE.A) vs. iShares MSCI Sweden ETF (EWD)

Investor AB Business Overview & Revenue Model

Company DescriptionInvestor 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 MoneyInvestor 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
65
Positive
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
80
Positive
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
72
Positive
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 Price292.60
Price Trends
50DMA
284.87
Positive
100DMA
287.41
Positive
200DMA
293.88
Negative
Market Momentum
MACD
2.62
Negative
RSI
58.81
Neutral
STOCH
56.84
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

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
kr890.92B38.102.79%1.70%3.97%-87.10%
66
Neutral
kr121.37B23.684.47%0.94%18.94%-40.44%
65
Neutral
kr117.03B28.286.10%3.27%14.35%-15.23%
64
Neutral
kr22.20B191.370.27%0.92%13.61%-97.82%
63
Neutral
kr160.25B12.238.17%2.22%10.96%-41.98%
56
Neutral
kr25.67B
-95.90%27.54%
54
Neutral
kr161.18B12.298.17%2.22%-49.11%-87.67%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SE:INVE.A
Investor AB
290.70
-4.68
-1.58%
SE:INDU.A
Industrivarden AB Class A
370.80
14.92
4.19%
SE:LUND.B
L E Lundbergfoeretagen AB
489.40
-43.53
-8.17%
SE:INDU.C
Industrivarden AB Class C
371.30
19.37
5.50%
SE:BURE
Bure Equity AB
284.80
-117.07
-29.13%
SE:KINV.A
Kinnevik AB Class A
107.00
16.26
17.92%

Investor AB Corporate Events

Investor AB Reports Q2 2025 Financials and Strategic Moves
Jul 17, 2025

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
Jul 7, 2025

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
Jun 5, 2025

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
May 7, 2025

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
May 7, 2025

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.

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: Jul 24, 2025