ScoreWhy is Investor AB ?
1
With a growth in Operating Profit of 201.48%, the company declared Outstanding results in Dec 25
- The company has declared positive results in Jan 70 after 2 consecutive negative quarters
- PRE-TAX PROFIT(Q) At SEK 55,581 MM has Grown at 210.06%
- NET PROFIT(Q) At SEK 55,398 MM has Grown at 213.37%
- NET SALES(HY) Higher at SEK 94,528 MM
2
With ROE of 2.77%, it has a fair valuation with a 1.13 Price to Book Value
- The stock is trading at a fair value compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 11.81%, its profits have fallen by -87.1%
3
Majority shareholders : FIIs
4
Consistent Returns over the last 3 years
- Along with generating 11.81% returns in the last 1 year, the stock has outperformed OMX Stockholm 30 in each of the last 3 annual periods
Real-Time Research ReportHow much should you buy?
- Overall Portfolio exposure to Investor AB should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Investor AB for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
Investor AB
11.81%
27.31
21.10%
OMX Stockholm 30
10.97%
0.59
18.59%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
9.50%
EBIT Growth (5y)
24.99%
EBIT to Interest (avg)
46.79
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0.12
Tax Ratio
2.77%
Dividend Payout Ratio
10.89%
Pledged Shares
0
Institutional Holding
0.03%
ROCE (avg)
22.62%
ROE (avg)
22.12%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
41
Industry P/E
Price to Book Value
1.13
EV to EBIT
33.74
EV to EBITDA
33.74
EV to Capital Employed
1.13
EV to Sales
11.85
PEG Ratio
NA
Dividend Yield
0.61%
ROCE (Latest)
3.34%
ROE (Latest)
2.77%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bullish
OBV
No Trend
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend30What is working for the Company
PRE-TAX PROFIT(Q)
At SEK 55,581 MM has Grown at 210.06%
NET PROFIT(Q)
At SEK 55,398 MM has Grown at 213.37%
NET SALES(HY)
Higher at SEK 94,528 MM
DIVIDEND PER SHARE(HY)
Highest at SEK 9.11
DIVIDEND PAYOUT RATIO(Y)
Highest at 8.84%
-7What is not working for the Company
NET SALES(Q)
At SEK 19,173 MM has Fallen at -44.71%
DEBT-EQUITY RATIO
(HY)
Highest at 9.81 %
INTEREST(Q)
Highest at SEK 1,669 MM
Here's what is working for Investor AB
Pre-Tax Profit
At SEK 55,581 MM has Grown at 210.06%
over average net sales of the previous four periods of SEK 17,926 MMMOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (SEK MM)
Net Profit
At SEK 55,398 MM has Grown at 213.37%
over average net sales of the previous four periods of SEK 17,678.36 MMMOJO Watch
Near term Net Profit trend is very positive
Net Profit (SEK MM)
Dividend per share
Highest at SEK 9.11 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (SEK)
Dividend Payout Ratio
Highest at 8.84%
in the last five yearsMOJO Watch
Company is distributing higher proportion of profits generated as dividend
DPR (%)
Here's what is not working for Investor AB
Net Sales
At SEK 19,173 MM has Fallen at -44.71%
over average net sales of the previous four periods of SEK 34,676.25 MMMOJO Watch
Near term sales trend is extremely negative
Net Sales (SEK MM)
Interest
At SEK 1,669 MM has Grown at 26.44%
period on period (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (SEK MM)
Interest
Highest at SEK 1,669 MM
in the last five periods and Increased by 26.44% (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (SEK MM)
Debt-Equity Ratio
Highest at 9.81 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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"Investment in securities markets are subject to market risk. Read all the related documents carefully before investing."
