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Overview
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Investor stock price, quote, forecast and news

INVE B.ST
SE0000107419
869202

Price

301.05
Today +/-
+0.19
Today %
+0.70 %
P

Investor stock price

%
Weekly
Details

Price

Overview

The Quote Chart provides detailed and dynamic insights into the Investor stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Investor stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Investor stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Investor's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Investor Stock Price History

DateInvestor Price
9/13/2024301.05 undefined
9/12/2024298.95 undefined
9/11/2024295.65 undefined
9/10/2024298.25 undefined
9/9/2024298.45 undefined
9/6/2024294.10 undefined
9/5/2024293.25 undefined
9/4/2024300.70 undefined
9/3/2024304.50 undefined
9/2/2024307.20 undefined
8/30/2024305.35 undefined
8/29/2024306.50 undefined
8/28/2024302.95 undefined
8/27/2024300.05 undefined
8/26/2024304.20 undefined
8/23/2024302.20 undefined
8/22/2024300.55 undefined
8/21/2024295.80 undefined
8/20/2024296.00 undefined
8/19/2024297.35 undefined
8/16/2024296.55 undefined

Investor Revenue, EBIT, Net Income

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

Understanding Revenue, EBIT, and Income

Gain insights into Investor, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Investor from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Investor’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Investor. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Investor’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Investor’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Investor’s growth potential.

Investor Revenue, EBIT and net profit per share

DateInvestor RevenueInvestor EBITInvestor Net Income
2026e73.8 B undefined52.95 B undefined27.8 B undefined
2025e68.67 B undefined54.82 B undefined28.89 B undefined
2024e64.25 B undefined64.38 B undefined34.48 B undefined
202371.47 B undefined17.25 B undefined127.05 B undefined
202271.23 B undefined24.04 B undefined-74.68 B undefined
202163.54 B undefined26.46 B undefined228.07 B undefined
202049.12 B undefined14.44 B undefined52.79 B undefined
201963.28 B undefined25.34 B undefined101.23 B undefined
201855.26 B undefined15.53 B undefined-2.25 B undefined
201745.13 B undefined13.78 B undefined44.32 B undefined
201643.19 B undefined14.86 B undefined33.67 B undefined
201533.24 B undefined10.41 B undefined17.43 B undefined
201428.61 B undefined8.79 B undefined50.66 B undefined
201324.98 B undefined6.53 B undefined45.17 B undefined
201222.03 B undefined6.85 B undefined24.23 B undefined
201119 B undefined5.48 B undefined-9.23 B undefined
20106.57 B undefined4.06 B undefined30.63 B undefined
20093.28 B undefined3.38 B undefined31.38 B undefined
20084.55 B undefined4.37 B undefined-36.71 B undefined
20074.33 B undefined3.35 B undefined-365 M undefined
2006699 M undefined-570 M undefined28.47 B undefined
2005659 M undefined-603 M undefined43.84 B undefined
2004707 M undefined-524 M undefined8.74 B undefined

Investor Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (B)EBIT (B)EBIT MARGIN (%)NET INCOME (B)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (B)DOCUMENTS
199519961997199819992000200120022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024e2025e2026e
43.2813.9620.320.40.370.560.60.630.770.710.660.74.334.553.286.571922.0324.9828.6133.2443.1945.1355.2663.2849.1263.5471.2371.4764.2568.6773.8
--67.7445.390.48-98.2051.097.375.5322.86-8.66-6.796.07519.465.17-27.95100.09189.4715.9013.4314.5016.2229.924.4922.4414.52-22.3829.3512.090.34-10.116.897.46
14.12-13.284.5010.3318.7113.071.270.52-6.79-8.350.8690.1491.6888.5464.2549.4649.3151.4952.7051.9253.4651.1250.3961.5456.4165.7859.9255.78---
6.1102.70.920.040.10.080.010-0.05-0.060.013.94.182.914.229.410.8612.8615.0817.2623.0923.0727.8438.9427.7141.842.6839.87000
4.61-2.16-0.130.07-0.59-0.64-0.66-0.62-0.5-0.52-0.6-0.573.354.373.384.065.486.856.538.7910.4114.8613.7815.5325.3414.4426.4624.0417.2564.3854.8252.95
10.66-15.46-0.660.32-161.14-114.39-110.89-97.78-64.34-74.12-91.50-81.5577.3995.85103.1461.8928.8431.0926.1430.7131.3234.4230.5428.1040.0429.3941.6333.7624.13100.2179.8271.76
3.019.483.515.019.2313.468.16-1.38-0.178.7443.8428.47-0.37-36.7131.3830.63-9.2324.2345.1750.6617.4333.6744.32-2.25101.2352.79228.07-74.68127.0534.4828.8927.8
-215.13-62.9642.5584.3445.88-39.40-116.91-87.74-5,269.23401.85-35.07-101.289,956.99-185.48-2.38-130.13-362.5086.4312.16-65.5993.1131.64-105.08-4,594.94-47.85332.02-132.75-270.12-72.86-16.20-3.76
--------------------------------
--------------------------------
3.193.23.23.23.063.063.073.073.073.073.073.083.063.063.063.053.043.043.053.053.063.063.063.063.063.063.073.063.06000
--------------------------------
Details

Keystats

Revenue and Growth

The Investor Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Investor is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (B)RECEIVABLES (B)OTHER REC. (B)INVENTORIES (B)OTHER CURRENT LIAB. (B)CURRENT ASSETS (B)TANGIBLE ASSETS (B)LONG-T. INVEST. (B)LONG-T. REC. (B)INTANGIBLE ASSETS (B)GOODWILL (B)OTHER NON-CURRENT ASSETS (B)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (B)ADDITIONAL PAID-IN CAPITAL (B)RETAINED EARNINGS (B)OTHER EQUITY (B)UNREAL. GAINS/LOSSES (B)EQUITY (B)LIABILITIES (B)PROVISIONS (B)OTHER SHORT-TERM LIAB. (B)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (B)SHORT-TERM REC. (B)LONG-T. LIAB. (B)DEFERRED TAXES (B)OTHER LIAB. (B)LONG-T. LIABILITIES (B)DEBT (B)TOTAL CAPITAL (B)
19951996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
                                                         
5.8615.0210.992.333.2411.077.265.5710.7413.0424.5220.216.4729.0215.8716.0114.1710.4811.8716.3415.0816.3920.7214.2123.9927.9118.9127.1831.85
4.991.071.16000.020.120000000.0301.3401.942.42.843.393.814.315.055.395.826.268.128.26
3.90.590.230.180.463.291.020.360.300000.2400.9100.350.340.420.390.390.40.680.941.842.80.920.83
9.554.847.90000000000001.471.141.261.441.792.513.093.344.754.925.376.779.589.2
3.022.460.370.20.350.510.650.651.080.970.980.710.781.0800.7606.250.790.881.040.890.623.010.210.310.360.565.23
27.3323.9820.652.714.0514.899.066.5912.121425.520.9117.2530.3615.8720.4815.3120.2816.8422.2522.4124.5729.3927.6935.4441.2535.0946.3655.37
15.789.111.041.681.481.51.491.421.332.652.422.482.462.372.173.5544.164.675.76.488.359.1710.4610.129.976.737.838.02
16.3321.5636.9949.562.2254.0162.5769.768.02103.1132.11155.93146.3598.11139.37156.85149.86165.39204.47250.11260.7280.45317.26306.18401.99440.21660.43568.67672.11
4.153.293.663.33.30.270.020.141.84.861.510.9710.797.2510.865.536.735.333.013.522.692.020.321.061.151.611.841.782.27
000.12000000000.010.010.010.0210.79.758.7211.5311.2712.3916.4215.9724.722428.433.1734.3633.23
3.590.080.0100000000000023.1924.622425.8227.4229.0634.8533.8643.3941.4946.6955.4463.3364.78
1.230.051.240.180.090.150.040.070.10.030.040.010.012.5700.4701.770.823.232.863.312.62.523.262.932.862.042.67
41.0934.0953.0554.6567.0955.9264.1171.3271.25110.63136.08159.4159.62110.3152.41200.29194.96209.37250.31301.23314.18345.4379.18388.34482.01529.8760.45678.01783.08
68.4258.0773.7157.3671.1470.8173.1777.9183.37124.64161.58180.32176.87140.66168.28220.77210.27229.65267.15323.49336.59369.97408.57416.03517.46571.05795.54724.37838.45
                                                         
3.884.774.774.774.784.784.84.84.84.84.84.84.84.804.84.84.84.84.84.84.84.84.84.84.84.84.84.8
0000000000000000000000000013.5300
15.8823.0933.2533.3142.44448.1948.1544.3473.65115.5140.84136.7396.80151.06137.74156.91196.73240.15250.95277313.04301.42392.57438.53657.38570.39683.86
00000000013.5313.5313.5313.5313.53142.1913.5313.5312.4213.3615.2515.1316.6516.4118.9820.6315.8919.4728.7127.22
000000000000000000.580.540.770.941.642.022.322.692.620.970.980.9
19.7527.8638.0238.0847.1848.7852.9952.9449.1491.98133.83159.17155.06115.13142.19169.39156.07174.7215.42260.96271.8300.08336.26327.51420.68461.84696.15604.87716.77
2.790.730.870.040.040.040.050.060.060.050.060.220.040.0500.9101.181.261.531.681.951.852.932.792.843.334.664.38
8.046.954.680.670.981.081.41.742.011.681.321.271.31.3402.0202.32.362.753.423.913.953.934.264.85.655.065.74
9.9810.138.711.081.663.683.990.631.11.561.340.890.630.722.781.894.31.80.931.140.970.991.842.82.232.071.742.052.52
00000000000000000000000000000
9.340.851.547.237.571.912.44.20.693.3140.670.270.820.30.953.480.380.050.192.321.622.083.690.984.713.261.744.61
30.1518.6515.799.0110.256.717.846.633.856.66.713.042.242.923.085.777.775.664.595.618.398.469.7113.3510.2714.4213.9813.517.24
12.663.059.569.9413.5215.0811.8517.3229.4225.5220.5617.6318.8421.5923.5540.5444.6944.0540.8750.349.3652.7454.7463.5173.9781.383.8689.4284.51
2.320.060000.040.140.230.240.530.550.620.670.5203.7302.713.443.533.84.994.246.125.886.16.096.566.22
3.478.3810.180.330.190.190.320.770.70.640.370.330.280.390.930.684.422.122.293.063.063.643.555.366.426.468.129.2313.05
18.4511.4919.7410.2713.7115.312.3218.3230.3626.6921.4818.5819.7822.524.4844.9549.1148.8846.5956.8956.2361.3762.5374.9986.2793.8698.06105.21103.78
48.5930.1435.5319.2823.9622.0120.1624.9534.2133.2928.1921.6222.0325.4327.5550.7256.8954.5451.1862.4964.6169.8372.2488.3496.53108.27112.04118.71121.02
68.3557.9973.5557.3671.1370.873.1477.8983.35125.26162.01180.79177.09140.56169.74220.1212.96229.24266.6323.46336.41369.91408.5415.85517.21570.11808.18723.58837.79
Details

Balance Sheet

Understanding the Balance Sheet

The balance sheet of Investor provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Investor's financial health and stability.

Assets

Investor's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Investor must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Investor after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Investor's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (B)DEPRECIATION (B)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (B)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (B)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (B)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (B)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (B)CASH FLOW FROM OTHER FINANCING ACTIVITIES (k)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (B)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
201520162017201820192020202120222023
000000228.0700
0000002.2100
000000000
89.269.019.9210.898.5211.5111.9712.48
000000-217,31800
-1,323-2,007-2,446-2,865-2,599-2,781-2,400-3,030-2,544
-325-437-520-1,374-1,617-1,263-1,440-1,111-1,414
10.512.2610.8611.9314.5410.9714.2616.6120.97
-1,046-1,545-1,377-1,776-2,090-2,786-3,799-4,368-3,721
-5,449-6,648-196-11,669-286-17,739-2,772-7,458399
-4.4-5.11.18-9.891.8-14.951.03-3.094.12
000000000
1.57-0.232.713.773.3414.24-2.8-2.69-1.71
0189170-79-1050345-126-226
-5.28-7.68-5.53-5.49-6.627.4-13.17-15.1-15.43
000001,000-1,00000
-6,856-7,635-8,411-9,179-9,948-6,889-10,722-12,286-13,499
3.893.529.831.4115.686.935.243.6218.07
9,45710,7169,48610,15812,4508,18410,45712,24217,245
000000000

Investor stock margins

The Investor margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Investor. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Investor.
  • 3 years

  • 5 years

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  • 25 Years

  • Max

Gross margin
EBIT margin
Profit margin
Details

Margin

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Investor's sales revenue. A higher gross margin percentage indicates that the Investor retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Investor's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Investor's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Investor's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Investor. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Investor's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Investor Margin History

Investor Gross marginInvestor Profit marginInvestor EBIT marginInvestor Profit margin
2026e55.78 %71.76 %37.68 %
2025e55.78 %79.82 %42.07 %
2024e55.78 %100.21 %53.66 %
202355.78 %24.13 %177.76 %
202259.92 %33.76 %-104.85 %
202165.78 %41.63 %358.92 %
202056.41 %29.39 %107.46 %
201961.54 %40.04 %159.96 %
201850.39 %28.1 %-4.08 %
201751.12 %30.54 %98.2 %
201653.46 %34.42 %77.95 %
201551.92 %31.32 %52.44 %
201452.7 %30.71 %177.09 %
201351.49 %26.14 %180.78 %
201249.31 %31.09 %109.99 %
201149.46 %28.84 %-48.56 %
201064.25 %61.89 %466.58 %
200988.54 %103.14 %956.39 %
200891.68 %95.85 %-806.06 %
200790.14 %77.39 %-8.43 %
20060.86 %-81.55 %4,072.68 %
2005-8.35 %-91.5 %6,652.81 %
2004-6.79 %-74.12 %1,235.64 %

Investor Stock Sales Revenue, EBIT, Earnings per Share

The Investor earnings per share therefore indicates how much revenue Investor has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.
  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Investor earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Investor's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Investor’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Investor's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Investor Revenue, EBIT and net profit per share

DateInvestor Sales per ShareInvestor EBIT per shareInvestor Earnings per Share
2026e40.64 undefined0 undefined15.31 undefined
2025e37.82 undefined0 undefined15.91 undefined
2024e35.38 undefined0 undefined18.98 undefined
202323.32 undefined5.63 undefined41.46 undefined
202223.25 undefined7.85 undefined-24.38 undefined
202120.73 undefined8.63 undefined74.41 undefined
202016.03 undefined4.71 undefined17.23 undefined
201920.68 undefined8.28 undefined33.07 undefined
201818.06 undefined5.07 undefined-0.74 undefined
201714.75 undefined4.5 undefined14.49 undefined
201614.12 undefined4.86 undefined11 undefined
201510.88 undefined3.41 undefined5.71 undefined
20149.37 undefined2.88 undefined16.6 undefined
20138.19 undefined2.14 undefined14.81 undefined
20127.23 undefined2.25 undefined7.96 undefined
20116.25 undefined1.8 undefined-3.03 undefined
20102.15 undefined1.33 undefined10.05 undefined
20091.07 undefined1.11 undefined10.27 undefined
20081.49 undefined1.43 undefined-12 undefined
20071.41 undefined1.09 undefined-0.12 undefined
20060.23 undefined-0.19 undefined9.26 undefined
20050.21 undefined-0.2 undefined14.29 undefined
20040.23 undefined-0.17 undefined2.85 undefined

Investor business model

Investor AB is a Swedish investment company founded by the Wallenberg family in 1916. The company is a long-term investor that provides capital to companies to promote their growth. Since its founding, the firm's portfolio strategy has changed significantly, but the family still strives to maintain control over the investments. Investor AB's business model is based on various investment strategies such as private equity, public equity, credit, and real assets. While private equity investments are made in high-potential companies, they acquire stocks through their public equity holdings on the open market. The goal is to build a portfolio that offers a balanced ratio of risk and return. Investor AB focuses on several sectors, including communication, finance, healthcare, manufacturing, retail, and technology. The key companies in the portfolio include Atlas Copco (engineering), ABB (electrical equipment), Electrolux (household appliances), and SEB (finance). One company in which Investor AB has invested in recent years is the music streaming service Spotify, which is one of the world's leading providers of music streaming services. The company is also an investor in the field of artificial intelligence and has invested in companies such as Blue River Technology and Volume Graphics. Investor AB has also improved the sustainability profile of the company and is committed to making long-term sustainable investments. The company has set various environmental goals aimed at reducing its carbon footprint, such as reducing CO2 emissions in its portfolio by 25% by 2025. Overall, Investor AB is a strong and stable investment company that focuses on long-term investments in high-potential companies. The firm has diversified its portfolio in recent years and is one of the leading investors in the field of artificial intelligence. While the company was previously known for acquiring Swedish companies, it has expanded its portfolio to global companies in recent years. Investor is one of the most popular companies on Eulerpool.com.

Investor SWOT Analysis

Strengths

Investor AB has a strong reputation in the investment industry, with a long history of successful investments. The company has a diverse portfolio, allowing for reduced risk and increased potential for returns. Investor AB also has a strong network and access to valuable resources, including industry experts and key decision-makers. This enables the company to make informed investment decisions and seize attractive opportunities.

Weaknesses

One of the weaknesses of Investor AB is its heavy reliance on external economic factors, such as market conditions and fluctuations. This vulnerability to external factors can significantly impact the company's financial performance. Additionally, Investor AB may face challenges in effectively managing and optimizing its diverse portfolio, requiring a high level of expertise and continuous evaluation.

Opportunities

Investor AB has the opportunity to capitalize on emerging trends and industries, such as renewable energy, technology, and healthcare. The company can leverage its expertise to identify and invest in innovative startups and companies with high growth potential. Furthermore, expanding into new geographical markets can provide Investor AB with access to untapped investment opportunities and diversify its portfolio.

Threats

The investment industry is highly competitive, with numerous players vying for attractive investment opportunities. Investor AB faces threats from other investment firms and institutional investors, which may limit its access to lucrative deals. Additionally, fluctuating global economic conditions, political instability, and regulatory changes pose threats to Investor AB's investments and financial performance.

Investor Eulerpool Fair Value

Details

Fair Value

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Investor historical P/E ratio, EBIT, and P/S ratio.

Investor shares outstanding

The number of shares was Investor in 2023 — This indicates how many shares 3.065 B is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.
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Number of stocks
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Investor earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Investor's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Investor’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Investor's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Investor Stock splits

In Investor's history, there have been no stock splits.

Investor dividend history and estimates

In 2023, Investor paid a dividend amounting to 4.4 SEK. Dividend means that Investor distributes a portion of its profits to its owners.
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Dividend
Dividend (Estimate)
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Dividend

Dividend Overview

The dividend per year chart for Investor provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Investor’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Investor's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Investor Dividend History

DateInvestor Dividend
2026e4.01 undefined
2025e3.98 undefined
2024e4.02 undefined
20234.4 undefined
20224 undefined
20213.5 undefined
20209 undefined
201913 undefined
201812 undefined
201711 undefined
201610 undefined
20159 undefined
20148 undefined
20137 undefined
20126 undefined
20115 undefined
20104 undefined
20094 undefined
20084.75 undefined
20074.5 undefined
20063.5 undefined
20052.25 undefined
20042.25 undefined

Investor dividend payout ratio

In 2023, Investor had a payout ratio of 32.08%. The payout ratio indicates the percentage of the company's profits that Investor distributes as dividends.
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Payout ratio
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Payout ratio

What is Yearly Payout Ratio?

The yearly payout ratio for Investor represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Investor could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Investor's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Investor Payout Ratio History

DateInvestor Payout ratio
2026e27.97 %
2025e22.15 %
2024e29.67 %
202332.08 %
2022-16.41 %
20214.7 %
202052.23 %
201939.31 %
2018-1,621.62 %
201775.91 %
201690.91 %
2015157.62 %
201448.19 %
201347.27 %
201275.38 %
2011-165.02 %
201039.8 %
200938.95 %
2008-39.58 %
2007-3,750 %
200637.8 %
200515.75 %
200478.95 %
Unfortunately, there are currently no price targets and forecasts available for Investor.

Investor latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
3/31/20181.91 1.13  (-40.83 %)2018 Q1
9/30/20171.25 0.46  (-63.74 %)2017 Q3
6/30/20170.8 0.82  (2.76 %)2017 Q2
3/31/20171.08 1.42  (30.86 %)2017 Q1
12/31/2016-4.4 (168.16 %)2016 Q4
9/30/2016-1.84 0.83  (145.09 %)2016 Q3
6/30/2016-0.07 0.86  (1,353.67 %)2016 Q2
3/31/20164.63 1.3  (-72.02 %)2016 Q1
9/30/20150.52 0.43  (-18.21 %)2015 Q3
6/30/20152.82 0.95  (-66.44 %)2015 Q2
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Eulerpool ESG Scorecard© for the Investor stock

Eulerpool World ESG Rating (EESG©)

91/ 100

🌱 Environment

99

👫 Social

99

🏛️ Governance

75

Environment

Scope 1 - Direct Emissions
11
Scope 2 - Indirect emissions from purchased energy
85
Scope 3 - Indirect emissions within the value chain
218,665
Total CO₂ emissions
96
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees51
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Investor list of shareholders

%
Name
Stocks
Change
Date
3.61429 % Alecta pensionsförsäkring, ömsesidigt65,632,854-7,882,3863/31/2024
3.51515 % Swedbank Robur Fonder AB63,832,450-708,7482/29/2024
3.44161 % The Vanguard Group, Inc.62,497,1751,474,2763/31/2024
3.30540 % BlackRock Institutional Trust Company, N.A.60,023,6433,048,9463/31/2024
3.25609 % Norges Bank Investment Management (NBIM)59,128,238012/31/2023
3.13668 % SEB Investment Management AB56,959,796-1,366,2733/31/2024
2.69027 % Handelsbanken Kapitalförvaltning AB48,853,395-866,6153/31/2024
2.68855 % Spiltan Fonder AB48,822,063-555,8002/29/2024
1.38067 % Fidelity Management & Research Company LLC25,071,906774,1632/29/2024
1.23231 % First Eagle Investment Management, L.L.C.22,377,845-2,5532/29/2024
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Investor Executives and Management Board

Mr. Johan Forssell52
Investor President, Chief Executive Officer, Member of the Management Group, Director (since 2006)
Compensation 33.69 M
Mr. Jacob Wallenberg67
Investor Chairman of the Board (since 1998)
Compensation 3.18 M
Mr. Marcus Wallenberg67
Investor Vice Chairman of the Board (since 2022)
Compensation 1.79 M
Ms. Grace Skaugen70
Investor Independent Director
Compensation 1.22 M
Mr. Sven Nyman64
Investor Independent Director
Compensation 820,000
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Most common questions regarding Investor

What values and corporate philosophy does Investor represent?

Investor AB is a prominent Swedish investment company known for its solid values and corporate philosophy. The company represents a long-term approach, focusing on sustainable growth and responsible investments. Investor AB believes in actively participating in its portfolio companies, providing strategic guidance, and fostering innovation and long-term value creation. With a strong commitment to corporate governance and accountability, Investor AB seeks to generate attractive returns for its shareholders while promoting ethical business practices. By investing with a keen eye on innovation, sustainability, and responsible management, Investor AB aims to contribute to the long-term success and development of the companies it is involved in.

In which countries and regions is Investor primarily present?

Investor AB is primarily present in Sweden and the Nordic region.

What significant milestones has the company Investor achieved?

Investor AB, a leading investment company based in Sweden, has achieved several significant milestones throughout its history. Since its establishment in 1916, Investor AB has played a crucial role in the growth and development of various industries. Some noteworthy milestones include strategic acquisitions, successful investments, and the formation of long-lasting partnerships. Investor AB has played a vital role in shaping the development of companies such as Ericsson, SEB, and AstraZeneca. With a strong focus on responsible ownership and sustainable growth, Investor AB continues to drive innovation and create value for its stakeholders.

What is the history and background of the company Investor?

Investor AB is a renowned Swedish investment company with a rich history and background. Founded in 1916, it has a long-standing reputation as a leading industrial holding firm. Investor AB has played a vital role in developing and shaping Sweden's corporate landscape. With a strong focus on long-term value creation, the company has made significant investments in various sectors, including technology, healthcare, and financial services. Investor AB has established a global presence and continuously seeks opportunities to collaborate with innovative companies. Its commitment to fostering sustainable growth and generating shareholder value has made Investor AB a trusted name in the international investment community.

Who are the main competitors of Investor in the market?

Investor AB faces competition from other major players in the market. Some of Investor AB's main competitors are listed below: 1. EQT AB - an investment firm specializing in private equity, infrastructure, and credit investments. 2. Kinnevik AB - an investment company focused on digital consumer services, telecommunications, and e-commerce. 3. Industrivärden AB - an investment company primarily engaged in building and developing a long-term portfolio of listed Swedish companies. 4. Nordea Bank Abp - a leading Nordic banking group offering financial services and investment solutions. 5. Aktiebolaget Fastighets Balder - a real estate company engaged in acquiring, managing, and developing commercial and residential properties in Sweden. These competitors operate in similar sectors and may also target investment opportunities in various industries.

In which industries is Investor primarily active?

Investor AB is primarily active in the financial services industry.

What is the business model of Investor?

Investor AB is a Swedish investment company with a robust business model. Their primary objective is to generate long-term value growth through active ownership and strategic investments. Investor AB accomplishes this by deploying capital and expertise to a diverse portfolio of high-quality companies across various sectors. This company focuses on fostering sustainable growth, striving for excellence in corporate governance, and leveraging their global network to create value. Investor AB's business model emphasizes responsible ownership and strong partnerships, aiming to create lasting value and deliver attractive returns to their shareholders.

What is the P/E ratio of Investor 2024?

The Investor P/E ratio is 26.76.

What is the P/S ratio of Investor 2024?

The Investor P/S ratio is 14.36.

What is the AlleAktien quality score of Investor?

The AlleAktien quality score for Investor is 6/10.

What is the revenue of Investor 2024?

The expected Investor revenue is 64.25 B SEK.

How high is the profit of Investor 2024?

The expected Investor profit is 34.48 B SEK.

What is the business model of Investor

Investor AB is a Swedish investment company that was founded in 1916. The company is a holding company that focuses on long-term investments in profitable companies. Investor AB primarily invests in three areas: listed companies, private equity funds, and asset management. One of the company's main business areas is its participation in listed companies. Investor AB holds stakes in a variety of companies in different industries worldwide. The company's portfolio includes companies such as Atlas Copco, Ericsson, SEB, Saab, and Wärtsilä. Through these investments, the company is involved in supporting the strategic and operational aspects of the companies it holds. Investor AB is also involved in the private equity sector and holds stakes in a number of private equity funds. These funds invest in non-listed companies and support them in scaling and growing. Investor AB's private equity investments include Permira and EQT, among others. Another important business area for the company is asset management. Investor AB offers asset management services for affluent individuals, families, and foundations. The products offered by Investor AB in this area include various investment strategies such as stocks, bonds, and alternative investments. The company also provides customized financing, liquidity, and risk management solutions. Investor AB is a long-term investor that participates in companies it deems stable and profitable. The company places great importance on robust, sustainability-focused corporate governance and works closely with the management teams of the companies to promote good governance and sustainable growth. Investor AB is also involved in corporate social responsibility, investing in companies that advocate for clean energy supply, climate change mitigation, and sustainability in the supply chain. Investor AB's success model is based on a combination of diversified investments in successful growing companies, long-term investments, efficiency improvements, and support in strategy development. Through the combination of these factors, the company can achieve long-term growth and stable returns for its shareholders. In summary, Investor AB is a long-term investor that participates in profitable companies and focuses on various business areas, from listed companies to private equity investments and asset management. The company places great importance on sustainable corporate governance and is involved in various sustainability initiatives. Through a combination of long-term investments, efficiency improvements, and strategic support, the company can achieve stable returns and sustainable growth.

What is the Investor dividend?

Investor pays a dividend of 4 SEK distributed over payouts per year.

How often does Investor pay dividends?

The dividend cannot currently be calculated for Investor or the company does not pay out a dividend.

What is the Investor ISIN?

The ISIN of Investor is SE0000107419.

What is the Investor WKN?

The WKN of Investor is 869202.

What is the Investor ticker?

The ticker of Investor is INVE B.ST.

How much dividend does Investor pay?

Over the past 12 months, Investor paid a dividend of 4.4 SEK . This corresponds to a dividend yield of about 1.46 %. For the coming 12 months, Investor is expected to pay a dividend of 3.98 SEK.

What is the dividend yield of Investor?

The current dividend yield of Investor is 1.46 %.

When does Investor pay dividends?

Investor pays a quarterly dividend. This is distributed in the months of June, December, June, December.

How secure is the dividend of Investor?

Investor paid dividends every year for the past 23 years.

What is the dividend of Investor?

For the upcoming 12 months, dividends amounting to 3.98 SEK are expected. This corresponds to a dividend yield of 1.32 %.

In which sector is Investor located?

Investor is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Investor kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Investor from 11/14/2024 amounting to 1.2 SEK, you needed to have the stock in your portfolio before the ex-date on 11/8/2024.

When did Investor pay the last dividend?

The last dividend was paid out on 11/14/2024.

What was the dividend of Investor in the year 2023?

In the year 2023, Investor distributed 4 SEK as dividends.

In which currency does Investor pay out the dividend?

The dividends of Investor are distributed in SEK.

All fundamentals about Investor

Our stock analysis for Investor Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Investor Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.