Investor AB (publ)

Investor AB (publ)

IVSXF
Investor AB (publ)US flagOther OTC
40.13
USD
- -
- -
122.94BMarket Cap
Investor AB (publ)
IVSXF
(Other OTC)

Recent

price

40.13

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
11.85
1.76
12.81
20.64
22.81
13.25
20.21
24.84
12.3
46.27
28.88
86.44
-8.91
58.93
55.14
70.71
25.73
Revenue per Share
10.06
-3.03
7.96
14.84
16.64
5.72
11.02
14.49
-0.74
33.07
17.23
74.45
-24.38
41.48
37
51.42
7.63
Basic EPS, GAAP
0.97
1.57
-0.23
-0.25
-0.34
-0.34
-0.51
-0.45
-0.58
-0.68
-0.91
-1.24
-1.43
-1.21
-1.44
-1.04
-1.5
Free Cash Flow per Basic Share
1
1.25
1.5
1.75
2
2.25
2.5
2.75
3
3.25
2.25
3.5
4.01
4.41
4.8
5.2
1.2
Dividend per Share
51.24
46.95
53.16
66.2
80.46
83.83
92.27
103.92
100.08
129.82
144.73
216.16
187.77
224.84
257.15
303.53
- -
Book Value per Share
44.75
40.22
46.81
58.68
73.02
75.65
81.49
93.37
84.84
116.13
126.57
194.2
165.83
202.24
233.36
274.96
243.35
Tangible Book Value per Share
3,043
3,042
3,042
3,044
3,044
3,047
3,054
3,058
3,060
3,061
3,063
3,063
3,063
3,063
3,063
3,063
3,062
Basic Weighted Avg Shares
36,051
5,343
38,958
62,824
69,457
40,386
61,715
75,971
37,636
141,629
88,462
264,794
-27,305
180,485
168,909
216,578
78,794
Sales/Revenue/Turnover
93.06
-217.57
67.56
69.96
73.71
47.76
55.84
61.92
- -
- -
- -
- -
- -
- -
- -
- -
- -
Operating Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Depreciation Expense
30,611
-9,229
24,226
45,165
50,656
17,433
33,665
44,318
-2,252
101,226
52,790
228,065
-74,681
127,045
113,338
157,494
23,365
Net Income, GAAP
0.13
- -
- -
- -
- -
4.07
1.33
0.55
- -
1.37
0.87
0.16
- -
0.68
1.06
0.7
5.47
Effective Tax Rate (%)
84.91
-172.73
62.18
71.89
72.93
43.17
54.55
58.34
-5.98
71.47
59.68
86.13
273.51
70.39
67.1
72.72
29.65
Profit Margin (%)
14,707
- -
14,619
12,244
16,647
14,022
16,113
19,677
- -
- -
- -
- -
- -
- -
- -
- -
- -
Working Capital
38,805
46,041
44,425
40,920
50,487
51,683
54,358
56,812
67,198
74,954
86,004
87,112
91,156
89,116
98,937
115,312
110,178
LT Debt
170,051
156,719
175,106
215,966
260,993
271,977
300,141
336,326
327,690
420,923
462,776
683,505
605,653
717,431
819,752
953,898
840,301
Total Equity
17.84
- -
- -
- -
- -
5.8
9.96
12.44
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Invested Capital (%)
18.1
- -
- -
- -
- -
6.23
10.85
12.84
- -
23.92
10.55
35.64
- -
17.61
13.63
16.32
22.73
Return on Capital (%)
21.52
-6.18
15.91
24.87
22.69
6.97
12.53
14.78
-0.72
28.77
12.56
41.26
-12.07
20.1
15.35
18.34
- -
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
Dec'24
Mar'25
Jun'25
ST Debt
- -
- -
- -
LT Borrowings
- -
- -
- -
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
3,063
3,063
3,063
Market Capitalization
900,111
967,833
851,501

Working Capital

FRC

in mil. unless spec.
Dec'24
Mar'25
Jun'25
Total Current Assets
- -
- -
- -
Cash, Cash Equivalents & STI
17,220
39,019
37,467
Accounts Receivable, Net
- -
- -
- -
Inventories
- -
- -
- -
Total Current Liabilities
- -
- -
- -
Payables & Accruals
- -
- -
- -
ST Debt
- -
- -
- -
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
14.36%
17.08%
16.36%
Free Cash Flow
14.4%
5.44%
-28.12%
Net Income, GAAP
-466.58%
-8.54%
38.96%
Sales/Revenue/Turnover
-38.6%
-130.03%
28.22%
Total Cash Common Dividend
10.56%
19.47%
8.33%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
79,862
79,447
26,429
-17,547
168,909
2025
10,668
59,244
71,319
- -
216,578
2026
132,767
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
21.88
21.29
4.18
-10.35
37
2025
-0.99
14.79
18.09
- -
51.42
2026
38.28
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
1.2
4.8
2025
- -
- -
1.45
- -
5.2
2026
- -
- -
- -
- -
- -
Business
Investor AB is a Swedish industrial holding company primarily engaged in long-term active investment across diverse sectors. Its operations are divided into three business segments: Listed Core Investments, Patricia Industries, and Investments in EQT. The Listed Core Investments segment holds significant minority stakes in publicly listed companies such as ABB, AstraZeneca, Atlas Copco, Electrolux, Ericsson, Husqvarna, Nasdaq, Saab, SEB, Sobi, and Wärtsilä. Patricia Industries consists of wholly owned subsidiaries and financial investments, including companies like Aleris, BraunAbility, Laborie, Mölnlycke Health Care, Permobil, The Grand Group, and Vectura, operating across healthcare, industrials, and other sectors. The EQT segment includes Investor’s holdings in the private equity firm EQT AB. Founded in 1916, Investor AB is headquartered in Stockholm, Sweden, and serves markets globally, including Europe and the U.S. Recent major company developments include the acquisition of American medical equipment maker Nova Biomedical for USD 2.2 billion via Patricia Industries’ subsidiary Advanced Instruments, creating an expanded medical instrument manufacturing platform. Investor AB also increased its stakes in major listed companies, acquiring SEK 0.5 billion worth of Ericsson shares, increasing its ownership to 9.9%, and SEK 0.6 billion in Atlas Copco, raising its stake to 17.1%. The company entered into an agreement to divest 5 million shares in SEB, expecting to realize proceeds in the fourth quarter of 2025. Investor AB reported strong financial performance, with an adjusted net asset value reaching SEK 1,028 billion at the end of September 2025 and total shareholder return of 5% for the third quarter, outpacing the main index. Strategic focus remains on cost efficiency and future-proofing its portfolio companies in a challenging global trade environment. Investor AB’s industry footprint encompasses pharmaceuticals, telecommunications, industrial manufacturing, healthcare products, and financial services. The company’s investment approach involves active ownership and board participation to foster performance improvements. Its diverse portfolio includes engineering, biopharmaceuticals, telecommunications equipment, health solutions, and financial institutions, positioning it as one of Sweden’s largest and most valuable publicly traded companies. This comprehensive structure, combined with recent significant acquisitions and portfolio adjustments, underscores Investor AB’s commitment to long-term value creation and strategic growth within varied industrial and financial markets.

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