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

COMMON STOCK | Asset Management |

Last Closing

USD 24.56

Change

0.00 (0.00)%

Market Cap

USD 18.65B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Investment AB Latour (publ) is an investment firm. The firm prefer to invest in companies for long term with Development, manufacture and marketing of proprietary products under their own brands. It prefer to invest in companies with 10 percent average annual growth over a business cycle, 10 percent operating margin over a business cycle, and 15 - 20 percent return on operating capital over a business cycle. It takes an active role on the board of its investee company. The firm was previously known as AB Hevea. Investment AB Latour (publ) was founded in 1984 and is based in Gothenburg, Sweden with an additional office in Malmo, Sweden and Stockholm, Sweden.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-26 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
EQBBF EQT AB (publ)

N/A

USD 41.79B
TGOPF 3i Group plc

N/A

USD 41.03B
PGPHF Partners Group

+7.79 (+0.54%)

USD 38.35B
LGGNY Legal & General Group Plc

+0.24 (+1.60%)

USD 17.32B
LGGNF Legal & General Group Plc

N/A

USD 17.30B
CHYYY CHYYY

N/A

USD 15.54B
AMDUF Amundi SA

N/A

USD 15.42B
GBLBF Groep Brussel Lambert NV

N/A

USD 9.80B
SFNXF Sofina Société Anonyme

N/A

USD 9.56B
ICGUF Intermediate Capital Group PLC

N/A

USD 8.99B

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 15.90% 73% C 68% D+
Dividend Return 19.35% 100% F 94% A
Total Return 35.25% 84% B 79% B-
Trailing 12 Months  
Capital Gain 15.90% 69% C- 66% D+
Dividend Return 19.35% 96% N/A 94% A
Total Return 35.25% 82% B 76% C+
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 0.01% 39% F 39% F
Dividend Return 5.83% 46% F 45% F
Total Return 5.82% 86% B+ 76% C+
Risk Return Profile  
Volatility (Standard Deviation) 28.30% 73% C 75% C
Risk Adjusted Return 20.61% 54% F 55% F
Market Capitalization 18.65B 98% N/A 94% 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.

What to not like:
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.