Investor AB banner

Investor AB
F:IVSD

Watchlist Manager
Investor AB Logo
Investor AB
F:IVSD
Watchlist
Price: 35.31 EUR -0.34% Market Closed
Market Cap: €105.8B

ROIC

2.6%
Current
Improving
by 0.1%
vs 3-y average of 2.6%

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.

ROIC
2.6%
=
NOPAT
kr26.3B
/
Avg Invested Capital
kr994.7B

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.

ROIC
2.6%
=
NOPAT
€26.3B
/
Avg Invested Capital
kr994.7B

Peer Comparison

Country Company Market Cap ROIC
SE
Investor AB
STO:INVE B
1.1T SEK
Loading...
US
Berkshire Hathaway Inc
NYSE:BRK.A
1T USD
Loading...
DE
Allianz SE
XETRA:ALV
147.5B EUR
Loading...
CH
UBS Group AG
SIX:UBSG
100.9B CHF
Loading...
CH
Compagnie Financiere Richemont SA
SIX:CFR
88.6B CHF
Loading...
NL
Koninklijke Philips NV
MIL:PHIA
17.5B EUR
Loading...
ZA
Remgro Ltd
JSE:REM
107.9B ZAR
Loading...
SE
Industrivarden AB
STO:INDU A
212.2B SEK
Loading...
MC
HAL Trust
AEX:HAL
15.4B EUR
Loading...
NL
Exor NV
AEX:EXO
13.8B EUR
Loading...
SE
L E Lundbergforetagen AB (publ)
STO:LUND B
136.5B SEK
Loading...

Market Distribution

In line with most companies in Sweden
Percentile
40th
Based on 1 624 companies
40th percentile
2.6%
Low
-34 532.6% — 1%
Typical Range
1% — 7.9%
High
7.9% — 38 819.5%
Distribution Statistics
Sweden
Min -34 532.6%
30th Percentile 1%
Median 4.5%
70th Percentile 7.9%
Max 38 819.5%

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.

IVSD Intrinsic Value
33.77 EUR
Overvaluation 4%
Intrinsic Value
Price €35.31
What is Return on Invested Capital?
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.
How is ROIC calculated?

ROIC is calculated by dividing the NOPAT by the Avg Invested Capital.

ROIC
2.6%
=
NOPAT
kr26.3B
/
Avg Invested Capital
kr994.7B
What is Investor AB's current ROIC?

The current ROIC for Investor AB is 2.6%, which is above its 3-year median of 2.6%.

How has ROIC changed over time?

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.

Back to Top
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett