Investor AB (publ)

Financial Services US IVSXF

29.92USD
-(-%)

Last update at 2025-05-29T13:30:00Z

Day Range

29.9229.92
LowHigh

52 Week Range

25.2131.00
LowHigh

Fundamentals

  • Previous Close 29.92
  • Market Cap92147.45M
  • Volume0
  • P/E Ratio20.83
  • Dividend Yield1.71%
  • EBITDA51599.25M
  • Revenue TTM104490.00M
  • Revenue Per Share TTM34.12
  • Gross Profit TTM 71395.00M
  • Diluted EPS TTM1.45

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

Financials

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Income before tax -73684.00000M 228322.00M 53125.00M 102650.00M -914.00000M
Minority interest 81.00M 100.00M 939.00M 242.00M 182.00M
Net income -74681.00000M 228065.00M 52790.00M 101226.00M -2252.00000M
Selling general administrative 38370.00M 30163.00M 28450.00M 32060.00M 33164.00M
Selling and marketing expenses 7708.00M 6072.00M 5873.00M 6257.00M 5246.00M
Gross profit -27305.00000M 265340.00M 88462.00M 141629.00M 37636.00M
Reconciled depreciation - - - - -
Ebit - 229402.00M 53173.00M 106423.00M 1581.00M
Ebitda -73602.00000M 228422.00M 53253.00M 102634.00M -867.00000M
Depreciation and amortization - - - - -
Non operating income net other - - - - -
Operating income -73602.00000M 228422.00M 53253.00M 102634.00M -867.00000M
Other operating expenses 46378.00M 37017.00M 35338.00M 38977.00M 38550.00M
Interest expense 2489.00M 2103.00M 2170.00M 2282.00M 1827.00M
Tax provision 1079.00M 357.00M 463.00M 1408.00M 1385.00M
Interest income 81.00M 0.00000M 13.00M 35.00M 27.00M
Net interest income -2408.00000M -2103.00000M -2157.00000M -2247.00000M -1800.00000M
Extraordinary items - - - - -
Non recurring - - - - -
Other items - - - - -
Income tax expense 1079.00M 357.00M 463.00M 1408.00M 1385.00M
Total revenue -27305.00000M 265340.00M 88462.00M 141629.00M 37636.00M
Total operating expenses 46378.00M 37017.00M 35338.00M 38977.00M 38550.00M
Cost of revenue - - - 24343.00M 27416.00M
Total other income expense net -82.00000M -100.00000M -128.00000M 16.00M -47.00000M
Discontinued operations - - - - -
Net income from continuing ops -74763.00000M 227965.00M 52662.00M 101242.00M -2299.00000M
Net income applicable to common shares -74681.00000M 228065.00M 52790.00M 101226.00M -2252.00000M
Preferred stock and other adjustments - - - - -
Breakdown 2024-12-31 2023-12-31 2022-12-31 2021-12-31 2020-12-31
Type yearly yearly yearly yearly yearly
Date 2024-12-31 2023-12-31 2022-12-31 2021-12-31 2020-12-31
Total assets 952090.00M 838450.00M 724365.00M 795542.00M 571047.00M
Intangible assets 33682.00M 32337.00M 34355.00M 33168.00M 28396.00M
Earning assets - - - - -
Other current assets -16373.00000M 6144.00M - 1817.00M 702.00M
Total liab 132338.00M 121019.00M 118712.00M 112037.00M 108271.00M
Total stockholder equity 819364.00M 716768.00M 604865.00M 682614.00M 461837.00M
Deferred long term liab - - - 1004.00M 863.00M
Other current liab -6985.00000M 2838.00M -5457.00000M -4198.00000M -3675.00000M
Common stock 4795.00M 4795.00M 4795.00M 4795.00M 4795.00M
Capital stock 4795.00M 4795.00M 4795.00M 4795.00M 4795.00M
Retained earnings 782843.00M 683855.00M 570387.00M 657379.00M 438534.00M
Other liab - - 15774.00M 14094.00M 12078.00M
Good will 71277.00M 64782.00M 63333.00M 55437.00M 46686.00M
Other assets 952090.00M -13053.00000M 20282.00M 16085.00M 12202.00M
Cash 33552.00M 18794.00M 13164.00M 18330.00M 19670.00M
Cash and equivalents - - - - -
Total current liabilities - 8329.00M 5457.00M 4198.00M 3675.00M
Current deferred revenue - -554.00000M - - -
Net debt -33552.00000M -18794.00000M 77991.00M 68782.00M 66334.00M
Short term debt - 4608.00M - - -
Short long term debt - - - - -
Short long term debt total - 89141.00M 91155.00M 87112.00M 86004.00M
Other stockholder equity 31726.00M 28118.00M 29683.00M 20440.00M 18508.00M
Property plant equipment - - - 6726.00M 9965.00M
Total current assets 33552.00M 55367.00M 24251.00M 30430.00M 30091.00M
Long term investments 769177.00M 681028.00M 574315.00M 655659.00M 443707.00M
Net tangible assets - - - 595013.00M 387619.00M
Short term investments - 12671.00M - - -
Net receivables 16373.00M 8179.00M 11087.00M 12100.00M 10421.00M
Long term debt - - - - -
Inventory - 9197.00M 9583.00M 6767.00M 5374.00M
Accounts payable 5744.00M 4472.00M 5457.00M 4198.00M 3675.00M
Total permanent equity - - - - -
Noncontrolling interest in consolidated entity - - - - -
Temporary equity redeemable noncontrolling interests - - - - -
Accumulated other comprehensive income - 14585.00M - - -
Additional paid in capital - - - - -
Common stock total equity - - - - -
Preferred stock total equity - - - - -
Retained earnings total equity - - - - -
Treasury stock - - - - -
Accumulated amortization - - - - -
Non currrent assets other -891652.00000M 9973.00M -679832.00000M -749027.00000M -528754.00000M
Deferred long term asset charges - - - - -
Non current assets total 918538.00M 783083.00M 679832.00M 749027.00M 528754.00M
Capital lease obligations - - - - -
Long term debt total - - - - -
Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Investments -7458.00000M -1295.00000M 2163.00M -7021.00000M 4244.00M
Change to liabilities 0.00000M 0.00000M 0.00000M 0.00000M 0.00000M
Total cashflows from investing activities -7458.00000M -2772.00000M -17739.00000M -286.00000M -11669.00000M
Net borrowings -2692.00000M -2768.00000M 14235.00M 3338.00M 3771.00M
Total cash from financing activities -15104.00000M -13174.00000M 7397.00M -6620.00000M -5487.00000M
Change to operating activities - - - - -
Net income -74681.00000M 228065.00M 52790.00M 101226.00M -2252.00000M
Change in cash -5166.00000M -1340.00000M 439.00M 7815.00M -4844.00000M
Begin period cash flow 18330.00M 19670.00M 19231.00M 11416.00M 16260.00M
End period cash flow 13164.00M 18330.00M 19670.00M 19231.00M 11416.00M
Total cash from operating activities 16610.00M 14256.00M 10970.00M 14540.00M 11934.00M
Issuance of capital stock 21.00M 494.00M 61.00M 39.00M 30.00M
Depreciation - 2213.00M 2408.00M 2464.00M 1668.00M
Other cashflows from investing activities -146.00000M 6.00M -269.00000M -37.00000M -539.00000M
Dividends paid 12286.00M 10722.00M 6889.00M 9948.00M 9179.00M
Change to inventory - - - - -
Change to account receivables - - - - -
Sale purchase of stock -147.00000M -149.00000M -11.00000M -49.00000M -109.00000M
Other cashflows from financing activities 26546.00M 6171.00M 21715.00M 24268.00M 26822.00M
Change to netincome - -217318.00000M -45035.00000M -89821.00000M 11911.00M
Capital expenditures 4368.00M 3799.00M 2786.00M 2090.00M 1776.00M
Change receivables - - - - -
Cash flows other operating - - - - -
Exchange rate changes - - - - -
Cash and cash equivalents changes - - - - -
Change in working capital - - - - -
Stock based compensation - - - - -
Other non cash items - - - - -
Free cash flow -4368.00000M -3799.00000M -2786.00000M -2090.00000M -1776.00000M

Peer Comparison

Sector: Financial Services Industry: Asset Management

Company 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)
IVSXF
Investor AB (publ)
- -% 29.92 20.83 - 0.88 1.11 10.01 1.68
BX
Blackstone Group Inc
-2.57 1.85% 136.31 44.45 29.85 14.38 14.06 11.73
BLK
BlackRock Inc
-7.085 0.73% 969.24 23.92 21.23 8.04 3.78 7.54 16.86
APO
Apollo Global Management LLC Class A
-3.56 2.70% 128.14 18.23 20.92 3.08 6.11 2.73 14.76
IVSBF
Investor AB ser. B
-0.374 1.26% 29.32 20.14 - 0.88 1.08 10.01 1.68

Reports Covered

Stock Research & News

Profile

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.

Investor AB (publ)

Arsenalsgatan 8C, Stockholm, Sweden, 103 32

Key Executives

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

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