Investor AB (INVE B) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Investor AB

Catella AB

Consensus Asset Management AB

Investment AB Öresund

Flat Capital AB

Volati AB

NAXS AB

Havsfrun Investment AB

oodash Group AB

Katalysen Ventures AB

EQT AB

Why is Investor AB ?

With a growth in Net Profit of 289.52%, the company declared Very Positive results in Jun 26

The company has declared positive results for the last 4 consecutive quarters
NET SALES(9M) At SEK 120,884 MM has Grown at 90.82%
ROCE(HY) Highest at 27.27%
PRE-TAX PROFIT(Q) Highest at SEK 117,609 MM

With ROE of 19.39%, it has a very attractive valuation with a 1.14 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 47.68%, its profits have risen by 342.4% ; the PEG ratio of the company is 0

Majority shareholders : FIIs

Market Beating performance in long term as well as near term

Along with generating 47.68% returns in the last 1 year, the stock has outperformed OMX Stockholm 30 in the last 3 years, 1 year and 3 months

Real-Time Research Report

Verdict Report

How 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

47.68%

40.17

18.09%

OMX Stockholm 30

27.7%

1.79

15.50%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

9.50%

EBIT Growth (5y)

24.99%

EBIT to Interest (avg)

47.20

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

0.13

Tax Ratio

0.46%

Dividend Payout Ratio

10.89%

Pledged Shares

Institutional Holding

0.03%

ROCE (avg)

21.03%

ROE (avg)

22.12%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.14

EV to EBIT

5.66

EV to EBITDA

5.66

EV to Capital Employed

1.14

EV to Sales

5.65

PEG Ratio

0.02

Dividend Yield

0.57%

ROCE (Latest)

20.05%

ROE (Latest)

19.39%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Mildly Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Mildly Bearish

Dow Theory

Mildly Bearish

Mildly Bullish

OBV

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

21What is working for the Company

NET SALES(9M)

At SEK 120,884 MM has Grown at 90.82%

ROCE(HY)

Highest at 27.27%

PRE-TAX PROFIT(Q)

Highest at SEK 117,609 MM

NET PROFIT(Q)

Highest at SEK 117,294 MM

EPS(Q)

Highest at SEK 38.26

-10What is not working for the Company

RAW MATERIAL COST(Y)

Grown by 10.22% (YoY

CASH AND EQV(HY)

Lowest at SEK 47,197 MM

DIVIDEND PER SHARE(HY)

Lowest at SEK 10.93

NET SALES(Q)

Lowest at SEK 21,824 MM

INTEREST(Q)

Highest at SEK 1,945 MM

Here's what is working for Investor AB

Pre-Tax Profit

At SEK 117,609 MM has Grown at 145.21%

over average net sales of the previous four periods of SEK 47,963.5 MM

MOJO Watch

Near term Pre-Tax Profit trend is very positive

Pre-Tax Profit (SEK MM)

Net Profit

At SEK 117,294 MM has Grown at 145.51%

over average net sales of the previous four periods of SEK 47,775.85 MM

MOJO Watch

Near term Net Profit trend is very positive

Net Profit (SEK MM)

Pre-Tax Profit

Highest at SEK 117,609 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (SEK MM)

Net Profit

Highest at SEK 117,294 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is positive

Net Profit (SEK MM)

EPS

Highest at SEK 38.26

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (SEK)

Here's what is not working for Investor AB

Net Sales

At SEK 21,824 MM has Fallen at -55.89%

over average net sales of the previous four periods of SEK 49,471.25 MM

MOJO Watch

Near term sales trend is extremely negative

Net Sales (SEK MM)

Interest

At SEK 1,945 MM has Grown at 48.25%

period on period (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (SEK MM)

Net Sales

Lowest at SEK 21,824 MM

in the last five periods

MOJO Watch

Near term sales trend is negative

Net Sales (SEK MM)

Interest

Highest at SEK 1,945 MM

in the last five periods and Increased by 48.25% (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (SEK MM)

Cash and Eqv

Lowest at SEK 47,197 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents

Dividend per share

Lowest at SEK 10.93

in the last five years

MOJO Watch

Company is distributing lower dividend than previous years

DPS (SEK)

Raw Material Cost

Grown by 10.22% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin

Raw Material Cost as a percentage of Sales