0.80%
8.11%
4.33%
5.12%
29.15%
50.29%
137.52%
AI Spotlight on INVE
Company Description
Investor AB (publ) is a venture capital firm specializing in mature, middle market, buyouts and growth capital investments.It is operating through four business areas including core, private equity, operating, and financial investments.For core investments, the firm invests in health care, financial services, IT and fintech sectors and considers investments in listed companies in leading minority positions.
The firm seeks to invest globally and acquire a board seat.For its operating investments, the firm seeks to focus on medium-sized to large companies headquartered in Northern Europe.It acquires controlling interest or minority position with significant influence in its portfolio companies within operating investments.
The firm considers majority or minority investments in both listed and unlisted companies.Within private equity, the firm makes venture capital and buyout investments.For venture capital, it seeks investments through its subsidiary, Investor Growth Capital, which is focused on investments in the information technology, technology, engineering, financial services, and healthcare sectors in Europe, the United States, and Asia.
It seeks to invest in companies ranging from startups to companies that are about to enter an expansion stage and its investment commitment range between SEK 20 million ($2.94 million) and SEK 200 million ($29.43 million).In its venture capital investments, it acquires minority stakes in its portfolio companies and the ownership horizon varies from three to seven years.For buyouts, the firm makes fund investments through its subsidiary, EQT that makes buyout investments in medium-sized mature companies in Northern Europe and Greater China.
The firm seeks to exit its private equity investments between three years and seven years.The firm seeks to take board membership in its portfolio companies.For financial investments, it acquires minority ownership in financial holdings for shorter horizon.
Investor AB (publ) was founded in 1916 and is based in Stockholm, Sweden with additional offices in Amsterdam, Netherlands; Beijing, China; Menlo Park, California; Hong Kong, China; New York, New York; and Tokyo, Japan.
Market Data
| Last Price | 315.9 |
| Change Percentage | 0.80% |
| Open | 313.7 |
| Previous Close | 313.4 |
| Market Cap ( Millions) | 962361 |
| Volume | 310141 |
| Year High | 321.6 |
| Year Low | 242.1 |
| M A 50 | 299.82 |
| M A 200 | 294.81 |
Financial Ratios
| FCF Yield | 2.00% |
| Dividend Yield | 1.51% |
| ROE | 13.78% |
| Debt / Equity | 0.00% |
| Net Debt / EBIDTA | -22.66% |
| Price To Book | 1.19 |
| Price Earnings Ratio | 8.58 |
| Price To FCF | 50.05 |
| Price To sales | 8.92 |
| EV / EBITDA | 6.25 |
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Listed Companies
Expected Growth : 7.3 %
What the company do ?
Listed Companies from Investor AB (publ) refers to the portfolio of publicly traded companies owned and managed by Investor AB, a Swedish investment company.
Why we expect these perspectives ?
Investor AB's portfolio companies, such as Atlas Copco, Ericsson, and SEB, are expected to drive growth through innovation, digitalization, and strategic acquisitions, leveraging their strong market positions and financial resources.
Segment n°2 -> Patricia Industries
Expected Growth : 10.5 %
What the company do ?
Patricia Industries is a long-term owner of companies, focusing on strategy, governance, and value creation, within the Investor AB group.
Why we expect these perspectives ?
Patricia Industries' long-term ownership strategy, focus on governance and value creation, and its position within the Investor AB group, drive growth through strategic acquisitions and operational improvements, enhancing portfolio companies' competitiveness and profitability.
Segment n°3 -> EQT
Expected Growth : 8.5 %
What the company do ?
EQT is a private equity firm owned by Investor AB (publ), a Swedish investment company, focusing on investments in European-based companies.
Why we expect these perspectives ?
EQT's focus on European-based companies, particularly in the industrial and technology sectors, is expected to drive growth. The firm's expertise in operational improvements and strategic add-on acquisitions will continue to attract investors, driving a forecasted CAGR of 8.5%.
Segment n°4 -> Investor Groupwide
Expected Growth : 8.5 %
What the company do ?
Investor Groupwide from Investor AB (publ) is a Swedish investment company that manages a diverse portfolio of global companies, including Patricia Industries, Listed Holdings, and Private Equity.
Why we expect these perspectives ?
Investor AB's diversified portfolio, comprising Patricia Industries, Listed Holdings, and Private Equity, is poised for growth driven by increasing global demand for industrial and healthcare solutions, strategic acquisitions, and a strong track record of value creation.
Investor Ab (Publ) Products
| Product Range | What is it ? |
|---|---|
| Patent and Trademark Management | Investor AB's patent and trademark management services help companies to protect and monetize their intellectual property. |
| Venture Capital Investments | Investor AB's venture capital investments focus on early-stage companies with high growth potential in the technology and life science sectors. |
| Private Equity Investments | Investor AB's private equity investments focus on established companies with strong market positions and growth potential. |
| Real Estate Investments | Investor AB's real estate investments focus on commercial properties in prime locations, providing a stable source of income. |
| Listed Equity Investments | Investor AB's listed equity investments focus on publicly traded companies with strong market positions and growth potential. |
Investor AB (publ)'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Investor AB (publ) is medium due to the presence of alternative investment options for investors.
Bargaining Power Of Customers
The bargaining power of customers for Investor AB (publ) is low due to the company's diversified investment portfolio and lack of dependence on a single customer.
Bargaining Power Of Suppliers
The bargaining power of suppliers for Investor AB (publ) is medium due to the company's reliance on various suppliers for its investment activities.
Threat Of New Entrants
The threat of new entrants for Investor AB (publ) is low due to the high barriers to entry in the investment industry, including regulatory requirements and capital requirements.
Intensity Of Rivalry
The intensity of rivalry for Investor AB (publ) is high due to the competitive nature of the investment industry, with many established players competing for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 11.06% |
| Debt Cost | 3.95% |
| Equity Weight | 88.94% |
| Equity Cost | 7.88% |
| WACC | 7.45% |
| Leverage | 12.44% |
Investor AB (publ) : Quality Control
Investor AB (publ) passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| PGHN.SW | Partners Group Holding AG is a private equity firm specializing in direct, secondary, and primary investments across private equity, private real estate, private infrastructure, and private debt. The firm also … |
| III.L | 3i Group plc is a private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins. The firm also provides infrastructure financing and … |
| EBS.VI | Erste Group Bank AG provides a range of banking and other financial services to retail, corporate, real estate, and public sector customers in Austria, Central and Eastern Europe, and internationally. … |
| ACA.PA | Crédit Agricole S.A. provides retail, corporate, insurance, and investment banking products and services worldwide. It operates through Asset Gathering; Large Customers; Specialised Financial Services; French Retail Banking - LCL; and … |
| EQT.ST | EQT AB (publ) is a private equity firm specializing in buyout investments. The firm focuses on Private Capital & Real Asset segments. It seeks to make investments globally. It seeks … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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3i Group
A-Score
1-Year Total Return ->
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Crédit Agricole
A-Score
1-Year Total Return ->
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Erste Bank
A-Score
1-Year Total Return ->
4
Investor AB
A-Score
1-Year Total Return ->
5
Partners Group Holding
A-Score
1-Year Total Return ->
6
