Investor AB
F:IVSD
Decide at what price you'd be comfortable buying and we'll help you stay ready.
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Johnson & Johnson
NYSE:JNJ
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US |
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Berkshire Hathaway Inc
NYSE:BRK.A
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US |
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Bank of America Corp
NYSE:BAC
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US |
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Mastercard Inc
NYSE:MA
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US |
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UnitedHealth Group Inc
NYSE:UNH
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US |
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Exxon Mobil Corp
NYSE:XOM
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US |
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Pfizer Inc
NYSE:PFE
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US |
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Nike Inc
NYSE:NKE
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US |
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Visa Inc
NYSE:V
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US |
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Alibaba Group Holding Ltd
NYSE:BABA
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CN |
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JPMorgan Chase & Co
NYSE:JPM
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US |
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Coca-Cola Co
NYSE:KO
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US |
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Verizon Communications Inc
NYSE:VZ
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US |
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Chevron Corp
NYSE:CVX
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US |
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Walt Disney Co
NYSE:DIS
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US |
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PayPal Holdings Inc
NASDAQ:PYPL
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US |
ROIC
Return on Invested Capital (ROIC) measures how efficiently a company generates profit from the capital it invests in its business. It shows how well the company turns invested funds into returns for investors.
Return on Invested Capital (ROIC) measures how efficiently a company generates profit from the capital it invests in its business. It shows how well the company turns invested funds into returns for investors.
Peer Comparison
| Country | Company | Market Cap | ROIC | ||
|---|---|---|---|---|---|
| SE |
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Investor AB
STO:INVE B
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1.1T SEK |
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| US |
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Berkshire Hathaway Inc
NYSE:BRK.A
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1T USD |
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| DE |
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Allianz SE
XETRA:ALV
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147.5B EUR |
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| CH |
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UBS Group AG
SIX:UBSG
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100.9B CHF |
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| CH |
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Compagnie Financiere Richemont SA
SIX:CFR
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88.6B CHF |
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| NL |
K
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Koninklijke Philips NV
MIL:PHIA
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17.5B EUR |
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| ZA |
R
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Remgro Ltd
JSE:REM
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107.9B ZAR |
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| SE |
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Industrivarden AB
STO:INDU A
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212.2B SEK |
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| MC |
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HAL Trust
AEX:HAL
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15.4B EUR |
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| NL |
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Exor NV
AEX:EXO
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13.8B EUR |
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| SE |
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L E Lundbergforetagen AB (publ)
STO:LUND B
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136.5B SEK |
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Market Distribution
| Min | -34 532.6% |
| 30th Percentile | 1% |
| Median | 4.5% |
| 70th Percentile | 7.9% |
| Max | 38 819.5% |
Other Profitability Ratios
Investor AB
Glance View
Investor AB, a stalwart in Sweden’s business community, has been a cornerstone of industrial and financial influence since its inception in 1916 by the Wallenberg family. Nestled in the lush Scandinavian business environment, it functions as a robust investment company, primarily focusing on owning significant stakes in multinational corporations. This Stockholm-based company thrives by leveraging its expertise in active ownership, guiding its portfolio companies toward sustainable long-term growth. Their strategy involves a meticulous selection of investments, where they target companies with potential for increased value over time. Through board memberships and active involvement, they apply pressure analogously to a Swiss watchmaker delicately adjusting finely tuned gears, ensuring that the strategic direction aligns with its vision for consistent profitability and societal impact. The company's earnings model is rooted in its deep-rooted partnerships with its investees, spanning various sectors such as technology, engineering, healthcare, and finance. Rather than solely relying on dividends or short-term capital gains, Investor AB emphasizes longevity and resilience, reinvesting earnings and strategically reallocating capital to optimize the performance of its diverse holdings. Such a model bolsters the dividend yields for its shareholders, who benefit from the growth and efficiency enhancements in the portfolio firms. This approach not only underscores the firm’s role as a heavyweight in the Nordic investment landscape but also highlights its acumen in navigating through evolving market dynamics, becoming a beacon of stability amidst global economic fluctuations.
See Also
ROIC is calculated by dividing the NOPAT by the Avg Invested Capital.
The current ROIC for Investor AB is 2.6%, which is above its 3-year median of 2.6%.
Over the last 3 years, Investor AB’s ROIC has decreased from 3.3% to 2.6%. During this period, it reached a low of 2% on Mar 31, 2023 and a high of 3.3% on Dec 31, 2022.