IVSBF:OTO-Investors Ab Stockholm (USD)

COMMON STOCK | Asset Management | OTC Pink

Last Closing

USD 23.3

Change

0.00 (0.00)%

Market Cap

USD 30.24B

Volume

N/A

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)

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

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
IVSXF Investor AB (publ)

N/A

USD 79.49B
EQBBF EQT AB (publ)

N/A

USD 42.14B
TGOPF 3i Group plc

+2.22 (+6.35%)

USD 36.19B
TGOPY 3i Group PLC ADR

+0.47 (+2.59%)

USD 36.19B
PGPHF Partners Group

+3.72 (+0.27%)

USD 34.39B
LGGNF Legal & General Group Plc

+0.08 (+2.63%)

USD 18.42B
LGGNY Legal & General Group Plc

-0.13 (-0.83%)

USD 17.92B
IVTBF Investment AB Latour (publ)

N/A

USD 15.98B
AMDUF Amundi SA

N/A

USD 14.35B
JBARF Julius Bär Gruppe AG

N/A

USD 12.31B

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 1.35% 55% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.35% 50% F 53% F
Trailing 12 Months  
Capital Gain 10.74% 70% C- 72% C
Dividend Return 2.01% 15% F 26% F
Total Return 12.75% 70% C- 71% C-
Trailing 5 Years  
Capital Gain 96.42% 86% B+ 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 96.42% 85% B 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 18.27% 69% C- 65% D
Dividend Return 20.73% 70% C- 63% D
Total Return 2.45% 44% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 31.26% 66% D+ 70% C-
Risk Adjusted Return 66.31% 94% A 94% A
Market Capitalization 30.24B 99% N/A 99% 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.

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:
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.

Below median total returns

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

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.

Low Dividend Growth

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