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Investor AB (publ)

Datakwaliteit: 100%
IVSBF
OTC Financial Services Asset Management
€ 36,50
▼ € 0,40 (-1,08%)
Marktkapitalisatie: 111,80B
Ook genoteerd als IVSXF OTC
Dagbereik
€ 36,50 € 36,74
52-Weeksbereik
€ 25,31 € 41,85
Volume
300
50D / 200D Gem.
€ 38,85 / € 33,35
Vorige Slotkoers
€ 36,90

Quick Summary

Koershistorie

Financiële Trends

Sectorvergelijking

vs Financial Services sector mediaan (857 peers)

Metriek Aandeel Sector Mediaan
P/E 0,7 10,2
P/B 0,1 1,1
ROE % 17,8 11,7
Net Margin % 71,0 16,8
Rev Growth 5Y % -4,5 11,7
D/E 0,1 0,5

Koersdoel Analisten

Geen analistendekking beschikbaar

Winstschattingen

Periode WPA Sch. Omzet Sch. Analisten
FY2028 € 26,20
€ 25,47 – € 26,92
72,21B 1
FY2027 € 25,56
€ 24,85 – € 26,27
69,40B 1
FY2026 € 39,10
€ 38,02 – € 40,19
66,67B 1

Earnings Surprises

Last 8 quarters
Quarter Est. EPS Actual EPS Surprise
2026-01-22 N/A € 1,96
2025-07-17 N/A € 1,54
2025-04-23 N/A -€ 0,10
2025-01-23 N/A -€ 0,93
2024-10-17 N/A € 0,40
2024-07-17 N/A € 2,01
2024-04-18 N/A € 2,02
2024-01-19 N/A € 1,94

Dividend History

7 yr streak

Yield

0,02%

Payout Ratio

0,10%

Growth (3Y)

10,81%

Growth (5Y)

-10,78%

Ex-Date Payment Date Amount Yield
Nov 09, 2026 Nov 12, 2026 € 0,17 1,63%
May 11, 2026 May 15, 2026 € 0,43 1,58%
Nov 10, 2025 Nov 13, 2025 € 0,15 1,63%
May 09, 2025 May 14, 2025 € 0,39 1,68%
Nov 11, 2024 Nov 14, 2024 € 0,11 1,62%
May 09, 2024 May 15, 2024 € 0,33 1,68%
Nov 03, 2023 Nov 09, 2023 € 0,10 2,33%
May 04, 2023 May 10, 2023 € 0,32 1,96%
Nov 04, 2022 Nov 10, 2022 € 0,09 2,48%
May 04, 2022 May 10, 2022 € 0,30 2,27%
Nov 05, 2021 Nov 11, 2021 € 0,12 1,69%
May 06, 2021 May 12, 2021 € 1,18 1,40%
Jun 18, 2020 Jun 25, 2020 € 0,95 2,59%
Nov 08, 2019 Nov 14, 2019 € 0,41 2,56%
May 09, 2019 May 15, 2019 € 0,93 3,09%
Nov 09, 2018 Nov 15, 2018 € 0,44 3,10%
May 09, 2018 May 16, 2018 € 0,92 2,16%
May 04, 2017 May 10, 2017 € 1,25 2,70%
May 11, 2016 May 17, 2016 € 1,23 3,66%
May 13, 2015 May 20, 2015 € 1,10 2,81%

Belangrijkste Punten

Revenue declined -4,52% annually over 5 years
Earnings grew 38,96% over the past year
ROE of 17,77% — decent returns on equity
Net margin of 70,99% shows strong profitability
Debt/Equity of 0,12 — conservative balance sheet
Generating 18,99B in free cash flow

Groei

Revenue Growth (5Y)
-4,52%
Revenue (1Y)28,37%
Earnings (1Y)38,96%
FCF Growth (3Y)4,93%

Kwaliteit

Return on Equity
17,77%
ROIC11,28%
Net Margin70,99%
Op. Margin72,47%

Veiligheid

Debt / Equity
0,12
Current Ratio27,90
Interest Coverage34,35

Waardering

P/E Ratio
0,71
Forward P/E0,93
P/B Ratio0,12
EV/EBITDA1,28
Dividend Yield0,02%

All Fundamental Metrics

Growth
Revenue Growth (1Y) 28,37% Revenue Growth (3Y) 9,82%
Earnings Growth (1Y) 38,96% Earnings Growth (3Y) 11,34%
Revenue Growth (5Y) -4,52% Earnings Growth (5Y) -8,84%
Profitability
Revenue (TTM) 221,86B Net Income (TTM) 157,49B
ROE 17,77% ROA 14,28%
Gross Margin 97,89% Operating Margin 72,47%
Net Margin 70,99% Free Cash Flow (TTM) 18,99B
ROIC 11,28% FCF Growth (3Y) 4,93%
Safety
Debt / Equity 0,12 Current Ratio 27,90
Interest Coverage 34,35
Dividends
Dividend Yield 0,02% Payout Ratio 0,10%
Dividend Growth (3Y) 10,81% Dividend Growth (5Y) -10,78%
Consecutive Div Years 7 yrs
Valuation
P/E Ratio 0,71 Forward P/E 0,93
P/B Ratio 0,12 P/S Ratio 0,50
PEG Ratio 0,16 Forward PEG N/A
EV/EBITDA 1,28 Fwd EV/EBITDA 3,91
Forward P/S 1,68 Fwd Earnings Yield 107,53%
FCF Yield 16,98%
Market Cap 111,80B Enterprise Value 205,33B

Income Statement

Annual, most recent first

Income statement data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Revenue 221,86B 172,83B 183,96B -24,82B 266,90B
Net Income 157,49B 113,34B 127,05B -74,68B 228,07B
EPS (Diluted) 51,39 37,01 41,46 -24,38 74,41
Gross Profit 217,18B 168,91B 180,49B -27,31B 264,79B
Operating Income 160,77B 114,39B 127,69B -73,68B 228,32B

Balance Sheet

Annual, most recent first

Balance sheet data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Total Assets 1,10T 952,09B 838,45B 724,37B 795,54B
Total Liabilities 148,91B 132,34B 121,02B 118,71B 112,04B
Shareholders' Equity 953,71B 819,36B 716,77B 604,87B 682,61B
Total Debt 115,72B 98,94B 89,12B 91,16B 87,11B
Cash & Equivalents 22,19B 17,22B 18,79B 13,16B 18,33B
Current Assets 39,83B 30,52B 30,38B 24,25B 30,43B
Current Liabilities 1,43B 5,74B 5,16B 5,46B 4,20B

Strategiescores

This stock passed the criteria for 3 strategies

Score = fit strength (0–100)
Rank = position among all matches
#34 of 225
57
#179 of 834
57
#167 of 628
52

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