` IVSBF (Investor AB) vs ALV (Allianz SE) Comparison - Alpha Spread

IVSBF
vs
ALV

Over the past 12 months, IVSBF has significantly outperformed ALV, delivering a return of +41% compared to the ALV's +10% growth.

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IVSBF
ALV
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Valuation Comparison

IVSBF Intrinsic Value
39.29 USD
Overvaluation 5%
Intrinsic Value
Price $41.5
ALV Intrinsic Value
483.47 EUR
Undervaluation 19%
Intrinsic Value
Price €389.3
Company Last Price Intrinsic Value DCF Value Multiples-Based Value Wall St Target
Investor AB
OTC:IVSBF
41.5 USD
Allianz SE
XETRA:ALV
389.3 EUR
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
IVSBF, ALV

IVSBF
ALV
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Investor AB
Revenue
Allianz SE
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
IVSBF, ALV

IVSBF
ALV
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Investor AB
OTC:IVSBF
Allianz SE
XETRA:ALV
FCF is not applicable for financial companies
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What is Free Cash Flow?

Gross Margin

IVSBF
60.1%
ALV
LTM 3Y Avg 5Y Avg 10Y Avg
Investor AB
Allianz SE
Not applicable for financial companies

Operating Margin

IVSBF
31.3%
ALV
LTM 3Y Avg 5Y Avg 10Y Avg
Investor AB
Allianz SE
Not applicable for financial companies

Net Margin

IVSBF
185.8%
ALV
12.3%
LTM 3Y Avg 5Y Avg 10Y Avg
Investor AB
Allianz SE

FCF Margin

IVSBF
22.4%
ALV
LTM 3Y Avg 5Y Avg 10Y Avg
Investor AB
Allianz SE
Not applicable for financial companies

ROE

IVSBF
17.8%
ALV
17.2%
LTM 3Y Avg 5Y Avg 10Y Avg
Investor AB
Allianz SE

ROA

IVSBF
15.3%
ALV
1%
LTM 3Y Avg 5Y Avg 10Y Avg
Investor AB
Allianz SE

ROIC

IVSBF
2.6%
ALV
LTM 3Y Avg 5Y Avg 10Y Avg
Investor AB
Allianz SE
Not applicable for financial companies

ROCE

IVSBF
2.6%
ALV
LTM 3Y Avg 5Y Avg 10Y Avg
Investor AB
Allianz SE
Not applicable for financial companies

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
IVSBF, ALV

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Performance Gap
IVSBF, ALV

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IVSBF
ALV
Difference
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Performance By Year
IVSBF, ALV

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IVSBF
ALV
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Compare IVSBF to other stocks
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Berkshire Hathaway Inc
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vs IVSBF
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vs IVSBF
CFR
Compagnie Financiere Richemont...
More expensive
vs IVSBF
PHIA
Koninklijke Philips NV
K
More expensive
vs IVSBF
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Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett