Values as of: 2024-09-18
COMMON STOCK | Asset Management |
Last Closing
USD 26.76Change
+0.03 (+0.11)%Market Cap
USD 80.58BVolume
30.00Analyst Target
N/AVerdict
Verdict
Investor AB (publ) is a private equity firm specializing in mature, middle market, buyouts and growth capital investments. For core investments, the firm invests in health care, financial services, IT and fintech sectors and considers investments in listed companies in leading minority positions. The firm seeks to invest globally. For its operating investments, the firm seeks to focus on medium-sized to large companies headquartered in Northern Europe. It prefers to invests in North Africa, Sub-Saharan Africa, Asia-Pacific, Channel Island, Greenland, The Faroe Islands, Finland, Iceland, Ireland, Jan Mayen, Svalbard, Sweden, Isle of Man, Estonia, Latvia, Lithuania, Great Lakes, Mountain, Latin America and Caribbean region. It seeks to invest between SEK 20 million ($1.83 million) and SEK 200 million ($18.28 million). The firm considers majority or minority investments in both listed and unlisted companies. It acquires controlling interest or minority position with significant influence in its portfolio companies within operating investments. For financial investments, it acquires minority ownership in financial holdings for shorter horizon. The firm seeks to exit its private equity investments between three years and seven years. The firm seeks to take board membership in its portfolio companies. Investor AB (publ) was founded in 1916 and is based in Stockholm, Sweden.
Company Website : https://www.investorab.com
Currency: EUR
Country : Germany
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N/A
| 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 | 29.53% | 83% | B | 85% | B | ||
| Dividend Return | 17.42% | 93% | A | 74% | C | ||
| Total Return | 46.95% | 88% | B+ | 84% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 47.97% | 86% | B+ | 88% | B+ | ||
| Dividend Return | 25.99% | 89% | A- | 76% | C+ | ||
| Total Return | 73.96% | 90% | A- | 87% | 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 | 12.14% | 81% | B- | 74% | C | ||
| Dividend Return | 17.38% | 86% | B+ | 75% | C | ||
| Total Return | 5.24% | 85% | B | 74% | C | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 25.86% | 41% | F | 50% | F | ||
| Risk Adjusted Return | 67.21% | 88% | B+ | 82% | B | ||
| Market Capitalization | 80.58B | 99% | N/A | 98% | N/A | ||
| 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.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
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.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total free cash flow in the most recent four quarters.
The stock is trading high compared to its peers median on a price to book value basis.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
