Investor AB (SE:INVE.A)
:INVE.A
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Investor AB
(INVE.A)
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Rating:83Outperform
Price Target:
kr440.00
▲(33.82% Upside)
Action:ReiteratedDate:04/23/26
The score is driven primarily by strong financial quality (high profitability, low leverage, positive free cash flow) and an attractive low P/E valuation. Technicals are supportive with a clear uptrend and positive momentum, tempered by elevated stochastic implying some near-term pullback risk.
Positive Factors
High profitability and margins
Sustained high gross and net margins indicate durable earnings power from the investment portfolio. Strong margins provide capacity to cover dividends, support retained earnings for new investments, and act as a structural buffer against periodic valuation-driven declines.
Negative Factors
Revenue and earnings volatility
As an investment company, reported revenue and earnings swing with market valuations and portfolio outcomes. This structural volatility complicates forecasting, can make dividend trajectories less predictable, and raises the risk that short-term operating needs coincide with weak realized gains.
Read all positive and negative factors
Positive Factors
Negative Factors
High profitability and margins
Sustained high gross and net margins indicate durable earnings power from the investment portfolio. Strong margins provide capacity to cover dividends, support retained earnings for new investments, and act as a structural buffer against periodic valuation-driven declines.
Read all positive factors
Investor AB (INVE.A) vs. iShares MSCI Sweden ETF (EWD)
Market Cap
kr1.13T
Dividend Yield1.61%
Average Volume (3M)334.33K
Price to Earnings (P/E)9.0
Beta (1Y)1.00
Revenue Growth162.91%
EPS Growth340.46%
CountrySE
Employees19,060
SectorGeneral
Sector StrengthN/A
IndustryAsset Management
Share Statistics
EPS (TTM)9.82
Shares Outstanding1,246,763,400
10 Day Avg. Volume304,825
30 Day Avg. Volume334,331
Financial Highlights & Ratios
PEG Ratio0.16
Price to Book (P/B)1.06
Price to Sales (P/S)4.56
P/FCF Ratio53.29
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)kr64.19B
Investor AB Business Overview & Revenue Model
Company Description
Investor AB (publ) is a venture capital firm specializing in mature, middle market, buyouts and growth capital investments. It is operating through four business areas including core, private equity, operating, and financial investments. For core ...
How the Company Makes Money
Investor AB makes money primarily through returns generated on its investment portfolio rather than by selling products or services directly. Key earnings and cash-flow sources typically include: (1) Dividends received from its portfolio companies...
Investor AB Financial Statement Overview
Summary
Income Statement
86
Very Positive
Balance Sheet
84
Very Positive
Cash Flow
78
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 235.84B | 221.86B | 172.83B | 183.96B | -24.82B | 266.90B |
| Gross Profit | 214.51B | 217.18B | 168.91B | 180.49B | -27.30B | 264.79B |
| EBITDA | 194.32B | 158.45B | 114.39B | 127.69B | -73.68B | 228.32B |
| Net Income | 190.64B | 157.49B | 113.34B | 127.05B | -74.76B | 228.06B |
Balance Sheet | ||||||
| Total Assets | 1.14T | 1.10T | 952.09B | 838.45B | 724.37B | 795.54B |
| Cash, Cash Equivalents and Short-Term Investments | 27.70B | 22.19B | 33.95B | 31.85B | 27.18B | 18.91B |
| Total Debt | 122.12B | 117.15B | 99.42B | 89.53B | 91.40B | 87.27B |
| Total Liabilities | 155.03B | 148.91B | 132.34B | 121.02B | 118.71B | 112.04B |
| Stockholders Equity | 984.86B | 953.71B | 819.36B | 716.77B | 604.87B | 682.61B |
Cash Flow | ||||||
| Free Cash Flow | 28.63B | 18.99B | 19.16B | 17.25B | 12.24B | 10.46B |
| Operating Cash Flow | 31.53B | 22.16B | 23.58B | 20.97B | 16.61B | 14.26B |
| Investing Cash Flow | -32.64B | -31.66B | -11.06B | 399.00M | -7.46B | -2.77B |
| Financing Cash Flow | 133.00M | 7.25B | -14.57B | -15.43B | -15.10B | -13.17B |
Investor AB Technical Analysis
Positive
328.80
Price Trends
357.39
Positive
342.93
Positive
319.07
Positive
Market Momentum
6.92
Negative
70.28
Negative
92.34
Negative
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 328.8 is below the 20-day moving average (MA) of 356.05, below the 50-day MA of 357.39, and above the 200-day MA of 319.07, indicating a bullish trend. The MACD of 6.92 indicates Negative momentum. The RSI at 70.28 is Negative, neither overbought nor oversold. The STOCH value of 92.34 is Negative, 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
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
83 Outperform | kr1.13T | 9.01 | 17.98% | 1.61% | 162.91% | 340.46% | |
78 Outperform | kr130.20B | 10.50 | 6.47% | 0.92% | -2.68% | 91.68% | |
76 Outperform | kr205.58B | 4.04 | 20.35% | 2.00% | 87.35% | 930.08% | |
68 Neutral | kr355.90B | 54.11 | ― | 1.21% | -12.20% | -8.81% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
53 Neutral | kr19.83B | -3.91 | -23.18% | 1.13% | 23.33% | -181.45% | |
51 Neutral | kr14.74B | -0.44 | 0.33% | ― | 143.59% | -52.62% |
* General Sector Average
SE:INVE.A
Investor AB
367.20
85.48
30.34%
SE:INDU.A
Industrivarden AB Class A
486.80
153.81
46.19%
SE:KINV.B
Kinnevik AB
52.60
-24.48
-31.76%
SE:LUND.B
L E Lundbergfoeretagen AB
532.00
26.88
5.32%
SE:BURE
Bure Equity AB
267.00
-54.18
-16.87%
SE:EQT
EQT AB
296.60
22.73
8.30%
Investor AB Corporate Events
Investor AB Schedules 2026 Capital Markets Update to Outline Strategy
Apr 21, 2026
Investor AB will host a Capital Markets Update on November 4, 2026, where the Swedish investment group plans to brief investors on its strategic priorities and the development of its diversified portfolio. The event is intended to show how the com...
Investor AB grows NAV and outperforms market on robust Q1 despite EQT drag
Apr 21, 2026
Investor AB reported a solid first quarter of 2026, with adjusted net asset value rising to SEK 1,125.1 billion, or SEK 367 per share, a 3 percent increase that helped deliver a 7 percent total shareholder return versus a negative benchmark. Manag...
Investor AB sets April 21 webcast for Q1 2026 update
Apr 7, 2026
Investor AB has scheduled a webcast for April 21, 2026, at 10:00 CET, where President and CEO Christian Cederholm and CFO Jenny Ashman Haquinius will present the group’s Interim Management Statement for January to March 2026. The statement w...
Investor AB Nomination Committee Backs Continuity on Board and Chair
Mar 27, 2026
Investor AB’s nomination committee has proposed an eleven-member board to be elected at the company’s annual general meeting on May 7, 2026, with no deputy directors. The slate includes the re-election of ten current directors, among t...
Investor AB Sets May 7, 2026 AGM With Expanded Shareholder Participation Options
Mar 27, 2026
Investor AB has called its Annual General Meeting for May 7, 2026, in Stockholm, offering shareholders the option to attend in person, vote in advance by postal or electronic means, or follow proceedings via an online webcast. The agenda covers st...
Investor AB Highlights Value-Driven Strategy in 2025 Annual Report
Mar 27, 2026
Investor AB has released its 2025 annual report, outlining how it continues to drive value creation through its three business areas: Listed Companies, Patricia Industries and Investments in EQT. The report highlights the company’s strategy ...
Investor AB’s Mölnlycke Appoints Interim CEO as Zlatko Rihter Steps Down
Mar 24, 2026
Investor AB’s portfolio company Mölnlycke is undergoing a leadership transition as CEO Zlatko Rihter steps down after more than five years, during which he steered the medical solutions firm through volatile conditions while delivering ...
Investor AB’s Piab Group Names Bengt Thorsson Interim CEO as Peter Laurin Steps Down
Mar 9, 2026
Investor AB’s portfolio company Piab Group is undergoing a leadership change as CEO Peter Laurin steps down following a mutual agreement with the board, after a tenure in which the company doubled revenues, broadened its global footprint and...
Investor AB Names Tomas Puusepp New Chair of Permobil
Feb 26, 2026
Investor AB’s Patricia Industries unit, which oversees a portfolio of unlisted holdings, announced a leadership change at its portfolio company Permobil, a specialist in advanced mobility and assistive solutions. Veteran board member and for...
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.