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Investor AB (SE:INVE.B)
:INVE.B
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Investor AB (INVE.B) AI Stock Analysis

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SE:INVE.B

Investor AB

(LSE:INVE.B)

Rating:72Outperform
Price Target:
kr315.00
▲(7.84%Upside)
Investor AB's strong balance sheet and improving cash flow metrics are the primary drivers of its score. The stock's technical indicators suggest a neutral outlook, while its valuation is fair with a moderate dividend yield. Volatility in income statement figures slightly impacts the overall score.

Investor AB (INVE.B) vs. iShares MSCI Sweden ETF (EWD)

Investor AB Business Overview & Revenue Model

Company DescriptionInvestor AB is a leading investment company based in Sweden, founded in 1916 by the Wallenberg family. The company operates by holding significant stakes in various multinational corporations across multiple sectors such as engineering, healthcare, financial services, and technology. Investor AB is known for its active ownership model, leveraging its expertise to drive growth and long-term value in its portfolio companies.
How the Company Makes MoneyInvestor AB makes money primarily through its investment activities. The company generates revenue by holding significant equity stakes in a diversified portfolio of public and private companies, benefiting from capital gains, dividends, and other forms of investment income. Its key revenue streams include returns from investments in companies such as Atlas Copco, SEB, ABB, AstraZeneca, and Ericsson. Investor AB's active ownership model involves strategic involvement in its portfolio companies, aiming to enhance their operational performance and profitability, which in turn boosts the value of its investments. Additionally, Investor AB may engage in partnerships or co-investments to expand its investment opportunities, although the specific details of such arrangements may vary.

Investor AB Financial Statement Overview

Summary
Investor AB demonstrates a strong balance sheet with a high equity ratio and no debt, enhancing financial stability. The cash flow is improving, indicating good operational efficiency and cash generation. However, the income statement shows volatility in revenue and profits, which slightly dampens the overall financial performance.
Income Statement
65
Positive
Investor AB has experienced fluctuating revenue with a significant decline in 2022, followed by a recovery in 2023. Gross profit and net income margins are also volatile, with notable losses in 2022 but recovery in subsequent years. The company's EBIT and EBITDA margins are inconsistent due to significant losses in certain periods. The overall income statement reflects moderate profitability with some instability in revenue and profit margins.
Balance Sheet
88
Very Positive
The balance sheet is strong with a high equity ratio and no debt as of 2024. The company has maintained a healthy stockholders' equity, growing steadily over the years. The debt-to-equity ratio was zero in 2024, indicating no leverage-related risks, and return on equity shows strong profitability, especially in recent years.
Cash Flow
75
Positive
Cash flow from operations has shown recovery after negative figures in 2022, indicating improved operational efficiency. Free cash flow growth is positive, reflecting strong cash generation capabilities. The free cash flow to net income ratio signals good conversion of earnings into cash, although some fluctuations exist.
BreakdownDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue168.91B185.31B-27.30B265.34B88.46B
Gross Profit168.91B153.71B-60.81B241.01B64.59B
EBITDA124.27B135.83B-71.11B232.71B53.25B
Net Income113.34B127.05B-74.76B228.06B52.79B
Balance Sheet
Total Assets952.09B838.45B724.37B795.54B571.05B
Cash, Cash Equivalents and Short-Term Investments17.62B31.46B13.16B18.33B19.67B
Total Debt98.94B89.14B91.16B87.11B86.00B
Total Liabilities132.34B121.02B118.71B112.04B108.27B
Stockholders Equity819.36B716.77B604.87B682.61B461.84B
Cash Flow
Free Cash Flow19.16B17.25B-79.13B10.46B8.19B
Operating Cash Flow23.58B20.97B-74.76B14.26B10.97B
Investing Cash Flow-11.06B399.00M-7.46B-2.77B-17.74B
Financing Cash Flow-14.57B-15.43B-15.10B-13.17B7.40B

Investor AB Technical Analysis

Technical Analysis Sentiment
Positive
Last Price292.10
Price Trends
50DMA
284.44
Positive
100DMA
287.35
Positive
200DMA
294.24
Negative
Market Momentum
MACD
2.74
Negative
RSI
58.15
Neutral
STOCH
58.80
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 292.1 is above the 20-day moving average (MA) of 287.24, above the 50-day MA of 284.44, and below the 200-day MA of 294.24, indicating a neutral trend. The MACD of 2.74 indicates Negative momentum. The RSI at 58.15 is Neutral, neither overbought nor oversold. The STOCH value of 58.80 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

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
kr895.38B38.292.79%1.69%3.97%-87.10%
66
Neutral
kr122.02B23.804.47%0.93%18.94%-40.44%
65
Neutral
kr117.44B27.696.10%3.26%14.35%-15.23%
64
Neutral
kr22.23B191.630.27%0.92%13.61%-97.82%
63
Neutral
kr161.18B12.298.17%2.21%10.96%-41.98%
56
Neutral
kr25.67B
-95.90%27.54%
54
Neutral
kr161.18B12.298.17%2.21%-49.11%-87.67%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SE:INVE.B
Investor AB
290.95
-4.81
-1.63%
SE:INDU.A
Industrivarden AB Class A
373.20
20.24
5.73%
SE:LUND.B
L E Lundbergfoeretagen AB
492.00
-37.47
-7.08%
SE:INDU.C
Industrivarden AB Class C
373.20
23.60
6.75%
SE:BURE
Bure Equity AB
299.80
-97.31
-24.50%
SE:KINV.A
Kinnevik AB Class A
105.00
15.40
17.19%
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 04, 2025