IVSBF:OTO-Investors Ab Stockholm (USD)

COMMON STOCK | Asset Management | OTC Pink

Last Closing

USD 25.7015

Change

-0.10 (-0.38)%

Market Cap

USD 30.24B

Volume

4.41K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Investor AB operates as an industrial holding company. It is engaged in participating in ownership, private equity & venture capital of companies and developing them in order to increase their net asset value in long run.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-09 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BX Blackstone Group Inc

N/A

USD 144.84B
BLK BlackRock Inc

N/A

USD 120.70B
KKR KKR & Co LP

N/A

USD 88.65B
BN Brookfield Corp

N/A

USD 67.08B
APO Apollo Global Management LLC C..

N/A

USD 64.34B
ARES Ares Management LP

N/A

USD 45.11B
BK Bank of New York Mellon

N/A

USD 44.50B
AMP Ameriprise Financial Inc

N/A

USD 43.12B
OWL Blue Owl Capital Inc

N/A

USD 26.50B
STT State Street Corp

N/A

USD 22.70B

ETFs Containing IVSBF

EUFS 0.00 % 0.45 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (OTC Pink)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.79% 91% A- 81% B-
Dividend Return 1.49% 22% F 60% D-
Total Return 13.29% 89% A- 82% B
Trailing 12 Months  
Capital Gain 21.12% 88% B+ 70% C-
Dividend Return 2.09% 7% C- 30% F
Total Return 23.21% 80% B- 68% D+
Trailing 5 Years  
Capital Gain 129.48% 98% N/A 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 129.48% 97% N/A 89% A-
Average Annual (5 Year Horizon)  
Capital Gain 18.32% 69% C- 65% D
Dividend Return 20.74% 70% C- 63% D
Total Return 2.42% 43% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 31.25% 66% D+ 70% C-
Risk Adjusted Return 66.35% 94% A 94% A
Market Capitalization 30.24B 99% N/A 97% N/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 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 capital utilization

The company management has delivered better return on invested capital 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 on cashflow basis

The stock is trading low compared to its peers on a price to cash flow 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.

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.

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.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow 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 Earnings Growth

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

What to not like:
Overpriced compared to book value

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

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.