Investor AB (publ)

kr 428.15As of Sun 8 Nov 2026, 12:00 UTC

STO:INVE-BFinancials

Country Sweden

PE (Fwd) 6.532

TSR 10Y CAGR 20.74%

Div yield 1.21%

ROE 17.77%

Asset Management

Beta (5Y) 0.81

PE TTM 8.327

TSR TTM 39.18%

Mkt cap kr 1.312T

ROIC 16.20%

SE Grade™

Value

Quality

Moat

1Y Price

Reference

kr 435

1.57%

290.51%

Hold 0|1|3|1|0

TTM

FYE 31 Dec SEK

FY2022

FY2023

FY2024

FY2025

FY2026E

Trend

10Y

Peers

216.6

Revenuekr B

—

◌—

180.5

168.9

216.6

245.2

9.54%

—

28.22

Revenue growth%

—

(6.41)

28.22

13.24

10.90

—

100.00

Gross margin%

—

100.00

—

73.16

Operating margin%

—

70.75

67.72

73.16

75.88

70.75

—

72.72

Net margin%

—

70.39

67.10

72.72

75.53

70.39

—

8.327

P/E ratio (avg)x

—

5.136

7.725

5.849

7.080

5.849

—

5.549

EV/EBITx

—

5.661

8.369

6.453

7.583

6.453

—

1.45

FCF yield (avg)%

—

2.14

2.64

2.19

2.06

1.40

2.17

—

8.77

FCF margin%

—

9.55

11.34

8.77

7.48

9.55

—

0.121

FCF / Net incomex

—

(0.164)

0.136

0.169

0.121

0.099

0.128

—

16.20

ROIC%

—

17.37

13.55

16.20

16.35

16.20

—

17.77

Return on equity%

—

(12.35)

19.23

14.76

17.77

17.85

16.26

—

14.28

Return on assets%

—

(10.31)

15.15

11.90

14.28

14.57

13.09

—

51.42

EPSkr

—

(24.38)

41.48

37.00

51.42

60.47

11.34%

—

38.96

EPS growth%

—

270.14

(10.79)

38.96

17.61

38.96

—

311.35

Bookvalue per shkr

—

197.46

234.02

267.50

311.35

366.37

16.39%

—

6.20

FCF per sharekr

—

4.00

5.63

6.26

6.20

5.99

15.75%

—

5.20

Dividend per shkr

—

4.01

4.41

4.80

5.20

5.45

9.04%

—

1.21

Div yield (avg)%

—

2.15

2.07

1.68

1.73

1.27

1.90

—

10.12

Payout ratio%

—

10.63

12.98

10.12

9.02

10.63

—

1.817

Shares (diluted)B

—

3.063

◌3.063

—

Buyback yield%

—

0.01

(0.01)

—

◌—

—

0.121

D/E ratiox

—

0.151

0.124

0.121

0.103

0.123

—

879.2

Enterprise valuekr B

—

649.2

722.9

957.2

1,022

1,411

16.35%

—

LT debtkr M

—

Peers (US$131.6B)

Cap (US$)

Swedbank AB (publ)

45.65B

14.68x

Skandinaviska Enskilda…

42.23B

13.72x

EQT AB (publ)

36.28B

31.12x

Blackstone Inc.

148.6B

26.64x

Capital

TTM

10Y

Leveragex

—

EBIT/Intx

39.06

36.78

Own earn%

—

Sh yield%

1.21

1.73

Owners

Insiders/Inst%

0.17

50.40

Short interest%

—

SBC / revenue%

—

Record

10Y

Profitable years

3/4

Revenue growth years

—

EPS growth years

2/3

Dividend streakyrs

Op margin range%

68–73

$1 testx

1.0

Incr. ROIC%

—

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.

Growth vs revenue

Latest

Trend

2Y CAGR

Rel growth

Revenue

kr 216.6B

9.54%

1.00×

Operating expenses

kr 58.13B

4.93%

0.92×

Asset mix

Trend

Other

88.60%

Goodwill & intangibles

10.13%

Cash and investments

1.27%

Reinvestment returns

4Y median

Trend

Reinvestment rate

n/m

Return on capital

16.20%

Spread over hurdle

10.28%