Ratings Investor AB

Equities

INVE A

SE0015811955

Real-time Estimate Cboe Europe Other stock markets 03:42:18 2024-05-08 am EDT			5-day change	1st Jan Change
276.6 ^SEK	-0.31%		+2.84%	+18.96%

May. 07	Investor AB Approves Board Changes	CI
May. 07	Investor AB Approves Dividend, Payable on May 15, 2024 and November 14, 2024	CI

Summary

Overall, the company has poor fundamentals for a medium to long-term investment strategy.
According to Refinitiv, the company's ESG score for its industry is good.

Strengths

Margins returned by the company are among the highest on the stock exchange list. Its core activity clears big profits.
Over the past year, analysts have regularly revised upwards their sales forecast for the company.
Growth remains a strong point in this company. In their sales forecast, analysts sound optimistic with regard to sales prospects.
The average price target of analysts who are interested in the stock has been strongly revised upwards over the last four months.
The divergence of price targets given by the various analysts who make up the consensus is relatively low, suggesting a consensus method of evaluating the company and its prospects.
Historically, the company has been releasing figures that are above expectations.

Weaknesses

As estimated by analysts, this group is among those businesses with the lowest growth prospects.
Based on current prices, the company has particularly high valuation levels.
The average consensus view of analysts covering the stock has deteriorated over the past four months.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Investment Holding Companies

	1st Jan change	Capi.	Investor Rating	ESG Refinitiv
INVESTOR AB	+18.96%	79.03B		A-
KOÇ HOLDING	+65.44%	18.55B		A
INVESTMENT AB LATOUR	+6.71%	16.58B	-	C+
AB INDUSTRIVÄRDEN	+9.46%	14.35B	-	C-
L E LUNDBERGFÖRETAGEN AB	+2.97%	12.87B	-	C
HAL TRUST	+8.44%	11.96B		-
BAJAJ HOLDINGS & INVESTMENT LIMITED	+8.40%	11.03B	-	D
MERITZ FINANCIAL GROUP INC.	+35.87%	10.4B		-
GROUPE BRUXELLES LAMBERT SA	+1.31%	9.92B		B+
SOFINA SA	+0.27%	8.06B	-	C

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

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MT Timing

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RSI

Bollinger Spread

Unusual volumes