Investor AB (SE:INVE.A)
:INVE.A
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Investor AB
(INVE.A)
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Rating:80Outperform
Price Target:
kr431.00
▲(31.08% Upside)
Action:ReiteratedDate:01/24/26
Score is driven primarily by strong financial fundamentals (low leverage and consistently positive cash flow) alongside an attractive valuation (low P/E). Technicals are supportive with an established uptrend and positive MACD, though business results show meaningful volatility (notably the 2022 loss and 2025 revenue drop), tempering the overall score.
Positive Factors
Conservative balance sheet
Low debt-to-equity (≈0.12–0.19) and material equity growth since 2020 provide durable financial flexibility. This conservatism supports dividend capacity, opportunistic deal-making and resilience through market drawdowns, enabling long-term ownership and capital allocation without levering the firm.
Negative Factors
Portfolio-driven earnings volatility
Earnings and reported revenue are materially cyclical due to portfolio valuation swings and realized gains/losses. This volatility reduces predictability of distributable earnings and complicates multi-quarter planning for dividends, capital deployment and investor guidance across market cycles.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Low debt-to-equity (≈0.12–0.19) and material equity growth since 2020 provide durable financial flexibility. This conservatism supports dividend capacity, opportunistic deal-making and resilience through market drawdowns, enabling long-term ownership and capital allocation without levering the firm.
Read all positive factors
Investor AB (INVE.A) vs. iShares MSCI Sweden ETF (EWD)
Market Cap
kr1.08T
Dividend Yield1.61%
Average Volume (3M)334.33K
Price to Earnings (P/E)6.4
Beta (1Y)1.00
Revenue Growth79.31%
EPS Growth-65.65%
CountrySE
Employees19,060
SectorGeneral
Sector StrengthN/A
IndustryAsset Management
Share Statistics
EPS (TTM)18.07
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 generates revenue primarily through capital appreciation and dividends from its investments in its portfolio companies. The company holds significant stakes in well-established firms, allowing it to benefit from their growth and profit...
Investor AB Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
84
Very Positive
Cash Flow
78
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 221.86B | 172.83B | 183.96B | -24.82B | 266.90B |
| Gross Profit | 217.18B | 168.91B | 180.49B | -27.30B | 264.79B |
| EBITDA | 158.45B | 114.39B | 127.69B | -73.68B | 228.32B |
| Net Income | 157.49B | 113.34B | 127.05B | -74.76B | 228.06B |
Balance Sheet | |||||
| Total Assets | 1.10T | 952.09B | 838.45B | 724.37B | 795.54B |
| Cash, Cash Equivalents and Short-Term Investments | 22.19B | 33.95B | 31.85B | 27.18B | 18.91B |
| Total Debt | 117.15B | 99.42B | 89.53B | 91.40B | 87.27B |
| Total Liabilities | 148.91B | 132.34B | 121.02B | 118.71B | 112.04B |
| Stockholders Equity | 953.71B | 819.36B | 716.77B | 604.87B | 682.61B |
Cash Flow | |||||
| Free Cash Flow | 18.99B | 19.16B | 17.25B | 12.24B | 10.46B |
| Operating Cash Flow | 22.16B | 23.58B | 20.97B | 16.61B | 14.26B |
| Investing Cash Flow | -31.66B | -11.06B | 399.00M | -7.46B | -2.77B |
| Financing Cash Flow | 7.25B | -14.57B | -15.43B | -15.10B | -13.17B |
Investor AB Technical Analysis
Positive
328.80
Price Trends
352.52
Negative
337.98
Positive
314.85
Positive
Market Momentum
-0.73
Negative
52.38
Neutral
85.76
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 347.40, below the 50-day MA of 352.52, and above the 200-day MA of 314.85, indicating a neutral trend. The MACD of -0.73 indicates Negative momentum. The RSI at 52.38 is Neutral, neither overbought nor oversold. The STOCH value of 85.76 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 |
|---|---|---|---|---|---|---|---|
80 Outperform | kr1.08T | 6.42 | 17.98% | 1.61% | 79.31% | -65.65% | |
78 Outperform | kr131.81B | 10.50 | 6.47% | 0.92% | 7.90% | -18.95% | |
76 Outperform | kr201.51B | 5.07 | 20.35% | 2.00% | 13.97% | -56.08% | |
59 Neutral | kr337.64B | 54.11 | ― | 1.21% | 14.62% | 108.05% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
53 Neutral | kr16.03B | -3.91 | -23.18% | 1.13% | 22.38% | -153.85% | |
47 Neutral | kr13.80B | -6.93 | 0.33% | ― | -97.64% | ― |
* General Sector Average
SE:INVE.A
Investor AB
352.50
98.78
38.93%
SE:INDU.A
Industrivarden AB Class A
468.80
164.15
53.88%
SE:KINV.B
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49.07
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-22.01%
SE:LUND.B
L E Lundbergfoeretagen AB
531.50
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SE:BURE
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216.20
-58.78
-21.38%
SE:EQT
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286.70
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24.33%
Investor AB Corporate Events
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...
Investor AB Lifts NAV and Outperforms Market in 2025 as Board Proposes Higher Dividend
Jan 22, 2026
Investor AB reported a strong fourth quarter of 2025, with adjusted net asset value rising 6 percent to SEK 1,087.1 billion and total shareholder return of 13 percent, substantially outperforming the SIXRX index. For the full year, adjusted NAV gr...
Investor AB Schedules Webcast for 2025 Year-End Results Presentation
Jan 9, 2026
Investor AB has announced that President and CEO Christian Cederholm and CFO Jenny Ashman Haquinius will present the company’s year-end report for 2025 via a webcast on January 22, 2026, at 10:00 CET. The report, which will be published earl...
Investor AB Appoints Ulrika Elfving as New General Counsel
Dec 10, 2025
Investor AB has announced the appointment of Ulrika Elfving as the new General Counsel and member of the Executive Leadership Team, effective in the second quarter of 2026. Elfving, who brings extensive legal experience from her previous role at E...
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.