IVTBF:OTC-Investment AB Latour (publ) (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 27

Change

0.00 (0.00)%

Market Cap

USD 15.98B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-28 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
TGOPF 3i Group plc

N/A

USD 40.48B
PGPHF Partners Group

N/A

USD 38.82B
EQBBF EQT AB (publ)

N/A

USD 36.83B
LGGNY Legal & General Group Plc

+0.15 (+1.05%)

USD 17.00B
LGGNF Legal & General Group Plc

+0.01 (+0.42%)

USD 16.86B
CHYYY CHYYY

N/A

USD 15.54B
AMDUF Amundi SA

N/A

USD 15.47B
GBLBF Groep Brussel Lambert NV

-2.74 (-3.72%)

USD 9.40B
SFNXF Sofina Société Anonyme

N/A

USD 8.65B
ICGUF Intermediate Capital Group PLC

N/A

USD 8.01B

ETFs Containing IVTBF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 27.42% 90% A- 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 27.42% 90% A- 81% B-
Trailing 12 Months  
Capital Gain 27.42% 86% B+ 82% B
Dividend Return 17.46% 95% A 92% A
Total Return 44.88% 91% A- 86% B+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -1.81% 34% F 35% F
Dividend Return 2.71% 41% F 40% F
Total Return 4.52% 77% C+ 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 28.11% 74% C 74% C
Risk Adjusted Return 9.65% 44% F 44% F
Market Capitalization 15.98B 95% A 93% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.