Subject of the day
INVE-B.ST
Investor AB (publ) is a private equity firm specializing in mature, middle market, buyouts and growth capital investments. For core investments, the firm invests in health care, financial services, IT and fintech sectors, life sciences, mathematics, data, materials science, AI, quantum technology and considers investments in listed companies in leading minority positions. The firm seeks to invest globally. For its operating investments, the firm seeks to focus on medium-sized to large companies headquartered in Northern Europe. It prefers to invests in North Africa, Sub-Saharan Africa, Asia-Pacific, Channel Island, Greenland, The Faroe Islands, Finland, Iceland, Ireland, Jan Mayen, Svalbard, Sweden, Isle of Man, Estonia, Latvia, Lithuania, Great Lakes, Mountain, Latin America and Caribbean region. It seeks to invest between $200 million and $700 million. The firm considers majority or minority investments in both listed and unlisted companies. It acquires controlling interest or minority position with significant influence in its portfolio companies within operating investments. For financial investments, it acquires minority ownership in financial holdings for shorter horizon. 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. Investor AB (publ) was founded in 1916 and is based in Stockholm, Sweden.
| Line | Dec 2024 | Mar 2025 | Jun 2025 | Dec 2025 |
|---|---|---|---|---|
| Revenue | -$17.55B | $10.67B | $59.24B | $71.32B |
| Net income | -$31.70B | -$3.03B | $45.30B | $55.40B |
| Diluted EPS | -10.35 | -0.99 | 14.78 | 18.07 |
| Free cash flow | $3.93B | $1.51B | $11.78B | $4.43B |
| CapEx | -$1.80B | -$871.00M | -$962.00M | -$728.00M |
$414.50
▼ -3.40 (-0.8%)
| 52w hi | $424.05 |
|---|---|
| 52w lo | $276.77 |
| Vol | 2.27M |
| As of | Aug 13 |
Our score +0.18
| Short | -0.14 |
|---|---|
| Medium | +0.24 |
| Long | +0.70 |
computed 2026-08-13
Investor AB (publ)
Financial Services · Asset Management
| Market cap | $1.27T |
|---|---|
| Enterprise value | $1.39T |
| Trailing P/E | 4.84x |
| Forward P/E | 26.32x |
| EV / EBITDA | 5.10x |
| P / S (ttm) | — |
| Profit margin | 80.1% |
| Return on equity | 27.3% |
| Revenue growth | +117.0% |
| Earnings growth | +158.9% |
| Debt / equity | 11.59 |
| Beta vs SPX | 0.27 |
|---|---|
| Corr SPX | 0.23 |
| Annual vol | 19.0% |
| Annual ret | +19.2% |
| Sharpe | 1.01 |
| Max DD | -22.0% |
Window: 504 trading days (490 obs)
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.47 | |
| Sector | +0.09 | |
| Technical | +0.00 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-08-13
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Aug 13 | $419.00 | $420.15 | $412.65 | $414.50 | 2.27M |
| Aug 12 | $420.30 | $420.60 | $417.65 | $417.90 | 1.54M |
| Aug 11 | $422.70 | $423.20 | $419.35 | $419.35 | 2.03M |
| Aug 10 | $424.20 | $424.90 | $420.75 | $422.70 | 1.95M |
| Aug 7 | $423.80 | $426.50 | $422.05 | $423.70 | 2.26M |