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Home CompaniesInvestor AB (publ)

Investor AB (publ)

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
40.57 USD 0.00(0%)
Last update at 2026-11-02T14:30:00Z
Market Cap
92147.45M
P/E
20.83

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 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.

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
40.57
Low
40.57
High
52 Week Price Range
25.21
Low
31.00
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 Swedish industrial holding company that invests in and actively manages a diversified portfolio of listed and private companies across industrials, healthcare and financial services, with long-term ownership anchored by the Wallenberg foundations. Long-term growth drivers include value creation through active ownership and operational improvement of portfolio companies, dividend income and capital appreciation from listed assets, and disciplined deployment of capital into new and existing holdings that may benefit shareholders over time.
Key risks include sensitivity to cyclical industrial demand, equity market volatility and currency movements, and concentration risk from large stakes in a limited number of 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
40.57
Dividend Yield
1.71%
Revenue TTM
104490.00M
Revenue Per Share
34.12
Gross Profit TTM
71395.00M
Debt / Equity
0.12
ROE
5.40%
Net Debt
-33552.00M
ROCE
-8.87%
Diluted EPS TTM
1.45

Key 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 -73684.00M 228322.00M 53125.00M 102650.00M -914.00M
Minority interest 81.00M 100.00M 939.00M 242.00M 182.00M
Net income -74681.00M 228065.00M 52790.00M 101226.00M -2252.00M
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 -27305.00M 265340.00M 88462.00M 141629.00M 37636.00M
Ebit - 229402.00M 53173.00M 106423.00M 1581.00M
Ebitda -73602.00M 228422.00M 53253.00M 102634.00M -867.00M
Operating income -73602.00M 228422.00M 53253.00M 102634.00M -867.00M
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 0.00M 13.00M 35.00M 27.00M
Net interest income -2408.00M -2103.00M -2157.00M -2247.00M -1800.00M
Income tax expense 1079.00M 357.00M 463.00M 1408.00M 1385.00M
Total revenue -27305.00M 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 -82.00M -100.00M -128.00M 16.00M -47.00M
Net income from continuing ops -74763.00M 227965.00M 52662.00M 101242.00M -2299.00M
Net income applicable to common shares -74681.00M 228065.00M 52790.00M 101226.00M -2252.00M
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
Other current assets -16373.00M 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 -6985.00M 2838.00M -5457.00M -4198.00M -3675.00M
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 -13053.00M 20282.00M 16085.00M 12202.00M
Cash 33552.00M 18794.00M 13164.00M 18330.00M 19670.00M
Total current liabilities - 8329.00M 5457.00M 4198.00M 3675.00M
Current deferred revenue - -554.00M - - -
Net debt -33552.00M -18794.00M 77991.00M 68782.00M 66334.00M
Short term debt - 4608.00M - - -
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
Inventory - 9197.00M 9583.00M 6767.00M 5374.00M
Accounts payable 5744.00M 4472.00M 5457.00M 4198.00M 3675.00M
Accumulated other comprehensive income - 14585.00M - - -
Non currrent assets other -891652.00M 9973.00M -679832.00M -749027.00M -528754.00M
Non current assets total 918538.00M 783083.00M 679832.00M 749027.00M 528754.00M
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 -7458.00M -1295.00M 2163.00M -7021.00M 4244.00M
Change to liabilities 0.00M 0.00M 0.00M 0.00M 0.00M
Total cashflows from investing activities -7458.00M -2772.00M -17739.00M -286.00M -11669.00M
Net borrowings -2692.00M -2768.00M 14235.00M 3338.00M 3771.00M
Total cash from financing activities -15104.00M -13174.00M 7397.00M -6620.00M -5487.00M
Net income -74681.00M 228065.00M 52790.00M 101226.00M -2252.00M
Change in cash -5166.00M -1340.00M 439.00M 7815.00M -4844.00M
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 -146.00M 6.00M -269.00M -37.00M -539.00M
Dividends paid 12286.00M 10722.00M 6889.00M 9948.00M 9179.00M
Sale purchase of stock -147.00M -149.00M -11.00M -49.00M -109.00M
Other cashflows from financing activities 26546.00M 6171.00M 21715.00M 24268.00M 26822.00M
Change to netincome - -217318.00M -45035.00M -89821.00M 11911.00M
Capital expenditures 4368.00M 3799.00M 2786.00M 2090.00M 1776.00M
Free cash flow -4368.00M -3799.00M -2786.00M -2090.00M -1776.00M

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)
IVSXF
Investor AB (publ)		 -
-%		 40.57 20.83 - 0.88 1.11 10.01 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
IVSBF
Investor AB ser. B		 -0.14
0.31%		 43.35 4.67 3.83 3.78 1.13 4.15 1.68
KKR
KKR & Co. Inc.		 -
-%		 95.99 32.68 13.66 3.58 3.22 0.68 1.47

Profile*

Investor AB (publ)

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.

Arsenalsgatan 8C, Stockholm, Sweden, 103 32

46 8 61 42 000

https://www.investorab.com

19060

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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