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Home CompaniesInvestor AB ser. B

Investor AB ser. B

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
43.35 USD -0.14 ( 0.31%)
Last update at 2026-11-02T14:30:00Z
VOLUME
23700
Market Cap
126348.47M
P/E
4.67

Momentum Score

…

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, life sciences, mathematics, data, materials science, AI, quantum technology 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 $200 million and $700 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.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
42.81
Low
43.93
High
52 Week Price Range
29.12
Low
45.31
High

Momentum Score

…
Loading momentum score…

A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Investor AB is a Stockholm-based investment and holding company that builds and manages a portfolio of significant minority and majority positions in listed and private companies under long-term family and foundation ownership. Its long-term growth drivers include active ownership to improve operational performance, reinvestment of dividends and exposure to global industrial and healthcare markets, which may benefit from productivity and innovation trends; this structure appears positioned to deliver diversified capital appreciation and income over time.
Key risks include concentration in a small number of large holdings, sensitivity to cyclical industrial demand and market valuation swings, currency exposure and execution risk at portfolio companies.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
43.48
Dividend Yield
-
Revenue TTM
133307.00M
Revenue Per Share
43.52
Gross Profit TTM
99783.00M
Debt / Equity
0.12
ROE
27.25%
Net Debt
101663.00M
ROCE
14.48%
Diluted EPS TTM
8.84

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Income before tax 158447.00M 114386.00M 127686.00M -73684.00M 228322.00M
Minority interest 154.00M 169.00M 77.00M 81.00M 100.00M
Net income 157494.00M 113338.00M 127045.00M -74681.00M 228065.00M
Selling general administrative 47443.00M 44491.00M 43424.00M 38370.00M 30163.00M
Selling and marketing expenses 9277.00M 9315.00M 8687.00M 7708.00M 6072.00M
Gross profit 217176.00M 168909.00M 180485.00M -27305.00M 265340.00M
Ebit - 122078.00M 127686.00M - 229402.00M
Ebitda 158447.00M 114386.00M 133467.00M -73602.00M 228422.00M
Depreciation and amortization - 2589.00M 5781.00M - -
Operating income 158447.00M 114386.00M 127686.00M -73602.00M 228422.00M
Other operating expenses 63410.00M 58442.00M 56271.00M 46378.00M 37017.00M
Interest expense 4681.00M 3919.00M 3472.00M 2489.00M 2103.00M
Tax provision 1107.00M 1217.00M 1639.00M 1079.00M 357.00M
Interest income 801.00M 945.00M 295.00M 81.00M 0.00M
Net interest income -3880.00M -2974.00M 813.00M -2408.00M -2103.00M
Income tax expense 1107.00M 1217.00M 868.00M 1079.00M 357.00M
Total revenue 221857.00M 172828.00M 183957.00M -27305.00M 265340.00M
Total operating expenses 58729.00M 54523.00M 52799.00M 46378.00M 37017.00M
Cost of revenue 4681.00M 3919.00M 3472.00M - -
Total other income expense net - -7704.00M -6280.00M -82.00M -100.00M
Net income from continuing ops 157340.00M 113169.00M 118552.00M -74763.00M 227965.00M
Net income applicable to common shares - - - -74681.00M 228065.00M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Total assets 1099828.00M 952090.00M 838450.00M 724365.00M 795542.00M
Intangible assets 36407.00M 33682.00M 32337.00M 34355.00M 33168.00M
Other current assets - -16373.00M 6144.00M - 1817.00M
Total liab 149318.00M 132338.00M 121019.00M 118712.00M 112037.00M
Total stockholder equity 953692.97M 819364.00M 716768.00M 604865.00M 682614.00M
Deferred long term liab - - - - 1004.00M
Other current liab 760.00M -6985.00M 2838.00M -5457.00M -4198.00M
Common stock 4782.97M 4795.00M 4795.00M 4795.00M 4795.00M
Capital stock 4795.00M 4795.00M 4795.00M 4795.00M 4795.00M
Retained earnings 924963.00M 782843.00M 683855.00M 570387.00M 657379.00M
Other liab - - - 15774.00M 14094.00M
Good will 75267.00M 71277.00M 64782.00M 63333.00M 55437.00M
Other assets - 952090.00M -13053.00M 20282.00M 16085.00M
Cash 14058.00M 33552.00M 18794.00M 13164.00M 18330.00M
Total current liabilities 5920.00M - 8329.00M 5457.00M 4198.00M
Current deferred revenue - - -554.00M - -
Net debt 101663.00M -33552.00M -18794.00M 77991.00M 68782.00M
Short term debt 1427.41M - 4608.00M - -
Short long term debt total 115721.00M - 89141.00M 91155.00M 87112.00M
Other stockholder equity 23947.00M 31726.00M 28118.00M 29683.00M 20440.00M
Property plant equipment - - - - 6726.00M
Total current assets 14395.00M 33552.00M 55367.00M 24251.00M 30430.00M
Long term investments 922727.00M 769177.00M 681028.00M 574315.00M 655659.00M
Net tangible assets - - - - 595013.00M
Short term investments - - 12671.00M - -
Net receivables 337.00M 16373.00M 8179.00M 11087.00M 12100.00M
Inventory - - 9197.00M 9583.00M 6767.00M
Accounts payable 5160.00M 5744.00M 4472.00M 5457.00M 4198.00M
Accumulated other comprehensive income - - 14585.00M - -
Non currrent assets other 958405.00M -891652.00M 9973.00M -679832.00M -749027.00M
Non current assets total 1085433.00M 918538.00M 783083.00M 679832.00M 749027.00M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Investments -2359.00M -11062.00M 2194.00M -7458.00M -1295.00M
Change to liabilities - - - 0.00M 0.00M
Total cashflows from investing activities -31663.00M -11062.00M 399.00M -7458.00M -2772.00M
Net borrowings 24627.00M 4358.00M -1705.00M -2692.00M -2768.00M
Total cash from financing activities 7255.00M -14566.00M -15430.00M -15104.00M -13174.00M
Net income 157494.00M 113338.00M 127045.00M -74681.00M 228065.00M
Change in cash -3162.00M -1574.00M 5630.00M -5166.00M -1340.00M
Begin period cash flow 17220.00M 18794.00M 13164.00M 18330.00M 19670.00M
End period cash flow 14058.00M 17220.00M 18794.00M 13164.00M 18330.00M
Total cash from operating activities 22164.00M 23582.00M 20966.00M 16610.00M 14256.00M
Issuance of capital stock 6.00M 0.00M 0.00M 21.00M 494.00M
Depreciation - - 5781.00M - 2213.00M
Other cashflows from investing activities -2595.00M 3862.00M 255.00M -146.00M 6.00M
Dividends paid 15929.00M 14704.00M 13499.00M 12286.00M 10722.00M
Sale purchase of stock -198.00M -356.00M -226.00M -147.00M -149.00M
Other cashflows from financing activities -1251.00M -3864.00M 399.00M 26546.00M 6171.00M
Change to netincome - - - - -217318.00M
Capital expenditures 3177.00M 4420.00M 3721.00M 4368.00M 3799.00M
Stock based compensation - - 904.00M - -
Other non cash items 22164.00M 23582.00M -112764.00M - -
Free cash flow 18987.00M 19162.00M 17245.00M -4368.00M -3799.00M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(USD)
Price
(USD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
IVSBF
Investor AB ser. B		 -0.14
0.31%		 43.35 4.67 3.83 3.78 1.13 4.15 1.68
BLK
BlackRock Inc		 -5.83
0.50%		 1161.32 26.25 19.57 6.33 2.90 6.35 17.13
BX
Blackstone Group Inc		 -2.26
1.88%		 117.88 33.20 20.12 11.05 11.56 9.14 15.74
KKR
KKR & Co. Inc.		 -
-%		 95.99 32.68 13.66 3.58 3.22 0.68 1.47
IVSXF
Investor AB (publ)		 -
-%		 40.57 20.83 - 0.88 1.11 10.01 1.68

Profile*

Investor AB ser. B

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, life sciences, mathematics, data, materials science, AI, quantum technology 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 $200 million and $700 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.

Arsenalsgatan 8C, Stockholm, Sweden, 103 32

46 8 61 42 000

https://www.investorab.com

21005

Name Title Year Born
Mr. Johan Forssell M.Sc. CEO, Pres, Member of the Management Group & Director 1971
Ms. Helena Saxon CFO & Member of Management Group 1970
Mr. Christian Cederholm Head of Patricia Industries, Member of the Extended Management Group & Investment Mang. 1978
Mr. Daniel Nodhall Head of Listed Companies & Member of the Management Group 1978
Ms. Petra Hedengran Head of Corp. Governance, Gen. Counsel & Member of the Management Group 1964
Ms. Jessica Häggström Head of HR & Member of Extended Management Board 1969
Ms. Viveka Hirdman-Ryrberg Head of Corp. Communication & Sustainability and Member of the Management Group 1963
Mr. Magnus Dalhammar Head of Investor Relations NA
Ms. Catharina Thornell Head of Treasury NA
Mr. Christer Ahlqvist Deputy Treasurer NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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