ducovest

IVSD:F:F-INVESTOR B (FRIA) O.N. (EUR)

COMMON STOCK | Asset Management |

Last Closing

USD 25.31

Change

0.00 (0.00)%

Market Cap

USD 77.73B

Volume

746.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BBN1:F Blackstone Group Inc

N/A

 USD 222.59B
KR51:F KKR & Co LP

N/A

 USD 141.74B
BLQA:F BlackRock Inc

N/A

 USD 126.21B
N7I:F APOLLO GL.M.NEW DL-00001

N/A

 USD 93.77B
K7X:F BROOKFIELD CORP. CL.A

N/A

 USD 88.09B
IVS:F INVESTOR A (FRIA) O.N.

N/A

 USD 77.74B
0QN:F Ares Management Corp Class A

N/A

 USD 52.54B
A4S:F Ameriprise Financial Inc

N/A

 USD 50.76B
IGQ:F 3I GROUP PLC ADR 1/2

N/A

 USD 41.71B
RJF:F Raymond James Financial Inc

N/A

 USD 31.27B

ETFs Containing IVSD:F

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 20.64% 67% D+ 72% C
Dividend Return 22.88% 86% B+ 75% C
Total Return 43.52% 77% C+ 77% C+
Trailing 12 Months  
Capital Gain 23.19% 67% D+ 73% C
Dividend Return 23.36% 86% B+ 75% C
Total Return 46.56% 78% C+ 78% 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 16.88% 84% B 78% C+
Dividend Return 23.15% 86% B+ 77% C+
Total Return 6.27% 87% B+ 76% C+
Risk Return Profile  
Volatility (Standard Deviation) 27.77% 44% F 50% F
Risk Adjusted Return 83.36% 94% A 89% A-
Market Capitalization 77.73B 98% N/A 97% N/A

Annual Financials (EUR)

Quarterly Financials (EUR)

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 risk adjusted returns

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.

Superior return on assets

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

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.

Underpriced compared to earnings

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.

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 free cash flow

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

What to not like:
High volatility

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.