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Investor AB
F:IVSD

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Investor AB
F:IVSD
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Price: 34.22 EUR -0.26% Market Closed
Market Cap: €102.5B

EV/IC

1.1
Current
12%
More Expensive
vs 3-y average of 1

Enterprise Value to Invested Capital (EV/IC) ratio compares a company`s total enterprise value to the capital invested in its business. It shows how efficiently the company`s market value reflects the funds used to generate returns.

EV/IC
1.1
=
Enterprise Value
€1.2T
/
Invested Capital
kr1.1T

Enterprise Value to Invested Capital (EV/IC) ratio compares a company`s total enterprise value to the capital invested in its business. It shows how efficiently the company`s market value reflects the funds used to generate returns.

EV/IC
1.1
=
Enterprise Value
€1.2T
/
Invested Capital
kr1.1T

Valuation Scenarios

Investor AB is trading above its 3-year average

If EV/IC returns to its 3-Year Average (1), the stock would be worth €30.61 (11% downside from current price).

Statistics
Positive Scenarios
1/4
Maximum Downside
-27%
Maximum Upside
+9%
Average Downside
11%
Scenario EV/IC Value Implied Price Upside/Downside
Current Multiple 1.1 €34.22
0%
3-Year Average 1 €30.61
-11%
5-Year Average 1 €29.25
-15%
Industry Average 0.8 €24.89
-27%
Country Average 1.2 €37.25
+9%

Forward EV/IC
Today’s price vs future invested capital

Not enough data available to calculate forward EV/IC

Peer Comparison

All Multiples
EV/IC
P/E
All Countries
Close
Market Cap EV/IC P/E
SE
Investor AB
F:IVSD
1.1T EUR 1.1 7.2
US
Berkshire Hathaway Inc
NYSE:BRK.A
1T USD 1 15.3
ZA
Remgro Ltd
JSE:REM
107.3B ZAR 0.8 22.3
SE
Industrivarden AB
STO:INDU A
206.4B SEK 1 5.2
MC
HAL Trust
AEX:HAL
15.4B EUR 0.7 9.6
NL
Exor NV
AEX:EXO
13.5B EUR 0.4 -3.6
SE
L E Lundbergforetagen AB (publ)
STO:LUND B
130.2B SEK 0.6 10.8
IN
Bajaj Holdings and Investment Ltd
NSE:BAJAJHLDNG
1.1T INR 1.4 13.1
BE
Groep Brussel Lambert NV
XBRU:GBLB
9.6B EUR 0.6 -15.4
BE
Sofina SA
XBRU:SOF
7.7B EUR 0.7 71.2
SA
Kingdom Holding Company SJSC
SAU:4280
29.6B SAR 0.6 13.8
P/E Multiple
Earnings Growth PEG
SE
Investor AB
F:IVSD
Average P/E: 18.7
7.2
-31%
N/A
US
Berkshire Hathaway Inc
NYSE:BRK.A
15.3
-7%
N/A
ZA
R
Remgro Ltd
JSE:REM
22.3
49%
0.5
SE
Industrivarden AB
STO:INDU A
5.2
N/A N/A
MC
HAL Trust
AEX:HAL
9.6
-7%
N/A
NL
Exor NV
AEX:EXO
Negative Multiple: -3.6 N/A N/A
SE
L E Lundbergforetagen AB (publ)
STO:LUND B
10.8
N/A N/A
IN
Bajaj Holdings and Investment Ltd
NSE:BAJAJHLDNG
13.1
N/A N/A
BE
Groep Brussel Lambert NV
XBRU:GBLB
Negative Multiple: -15.4 N/A N/A
BE
Sofina SA
XBRU:SOF
71.2
N/A N/A
SA
Kingdom Holding Company SJSC
SAU:4280
13.8
-14%
N/A

Market Distribution

Lower than 98% of companies in Sweden
Percentile
2nd
Based on 1 391 companies
2nd percentile
0.1
Low
0 — 0.8
Typical Range
0.8 — 2.1
High
2.1 —
Distribution Statistics
Sweden
Min 0
30th Percentile 0.8
Median 1.2
70th Percentile 2.1
Max 14 155.2

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 1%
Intrinsic Value
Price €34.22
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