Investor AB (SE:INVE.B)
:INVE.B
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Investor AB
(INVE.B)
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Rating:79Outperform
Price Target:
kr433.00
▲(16.88% Upside)
Action:ReiteratedDate:01/24/26
The score is driven primarily by strong financial strength (low leverage, growing equity, and consistently positive free cash flow) despite meaningful earnings/revenue volatility. Technicals add support via a clear uptrend with moderate momentum, and valuation is favorable with a low P/E and a modest dividend yield.
Positive Factors
Conservative balance sheet
Low and stable leverage with substantial equity growth gives Investor AB durable financial flexibility. This conservative balance sheet supports active ownership, funds new investments and dividends, and provides a buffer to absorb portfolio shocks without needing frequent external financing.
Negative Factors
Earnings and revenue volatility
Material volatility in earnings and revenue—driven by investment and valuation swings—reduces predictability of distributable income and complicates capital allocation. Such volatility makes dividend and earnings trends less reliable and raises planning risk for long-term investors.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Low and stable leverage with substantial equity growth gives Investor AB durable financial flexibility. This conservative balance sheet supports active ownership, funds new investments and dividends, and provides a buffer to absorb portfolio shocks without needing frequent external financing.
Read all positive factors
Investor AB (INVE.B) vs. iShares MSCI Sweden ETF (EWD)
Market Cap
kr1.13T
Dividend Yield1.6%
Average Volume (3M)2.75M
Price to Earnings (P/E)6.4
Beta (1Y)0.99
Revenue Growth79.31%
EPS Growth-65.65%
CountrySE
Employees19,060
SectorGeneral
Sector StrengthN/A
IndustryAsset Management
Share Statistics
EPS (TTM)18.07
Shares Outstanding1,821,936,800
10 Day Avg. Volume2,738,399
30 Day Avg. Volume2,745,947
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 Target
kr348.33Price Target Upside-5.97% Downside
Rating ConsensusHold
Number of Analyst Covering3
EPS Forecast (FY)36.64
Revenue Forecast (FY)kr70.30B
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 dividends and capital gains from its portfolio of investments. The company acquires and holds significant equity stakes in publicly traded companies, which provide regular dividend income. Additional...
Investor AB Financial Statement Overview
Summary
Income Statement
71
Positive
Balance Sheet
83
Very Positive
Cash Flow
76
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
370.45
Price Trends
356.11
Negative
340.80
Positive
316.50
Positive
Market Momentum
-0.56
Negative
52.28
Neutral
74.34
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SE:INVE.B, the sentiment is Positive. The current price of 370.45 is above the 20-day moving average (MA) of 350.53, above the 50-day MA of 356.11, and above the 200-day MA of 316.50, indicating a neutral trend. The MACD of -0.56 indicates Negative momentum. The RSI at 52.28 is Neutral, neither overbought nor oversold. The STOCH value of 74.34 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SE:INVE.B.
Investor AB Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | kr1.13T | 6.42 | 8.06% | 1.60% | 79.31% | -65.65% | |
78 Outperform | kr137.02B | 10.50 | 6.47% | 0.92% | 7.90% | -18.95% | |
76 Outperform | kr211.20B | 5.07 | 20.35% | 2.00% | 13.97% | -56.08% | |
76 Outperform | kr211.20B | 2.43 | 8.24% | 2.02% | 13.97% | -56.08% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
47 Neutral | kr14.36B | -6.93 | 0.33% | ― | -97.64% | ― | |
42 Neutral | kr14.36B | -6.93 | ― | ― | -97.64% | ― |
* General Sector Average
SE:INVE.B
Investor AB
370.45
121.01
48.51%
SE:INDU.A
Industrivarden AB Class A
491.00
195.50
66.16%
SE:INDU.C
Industrivarden AB Class C
487.10
192.25
65.20%
SE:KINV.B
Kinnevik AB
50.90
-15.74
-23.62%
SE:LUND.B
L E Lundbergfoeretagen AB
552.50
112.30
25.51%
SE:KINV.A
Kinnevik AB Class A
61.50
-10.10
-14.11%
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.