Investor AB (publ) INVE-B.ST
Composite 85/100; the shares have moved about 18% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Income ranks 50/100 — a slight mark against it.
Growth ranks 93/100 — a strong point in its favour. Balance-sheet strength ranks 93/100 — a strong point in its favour. Valuation ranks 92/100 — a strong point in its favour.
Income ranks 50/100 — a slight mark against it.
What the company does Investor AB (publ) is a Swedish private equity firm focused on mature middle-market buyouts and growth capital across sectors like healthcare, IT, fintech, and life sciences. It targets global investments, with a preference for Northern Europe for operating investments and minority stakes in listed companies.
Key financials The firm posts strong profitability with ROE 27% and ROA 15%, alongside high margins (gross 89%, operating 88%, net 80%). Revenue and EPS growth are exceptional at 117% and 158% respectively, supported by a solid Piotroski F-Score of 7/9 and low leverage (Debt/Equity 0.12).
Stock health Momentum is robust with 12-month returns of 41% and a 3-month gain of 10%, though it sits 1% below its 52-week high. The SideraVest score of 79 reflects excellent quality, strong valuation (68th percentile), and positive momentum (79th percentile).
Price vs fair value The stock trades at a PREMIUM of 3.24% versus the 12-month analyst target of 393.80. - High forward P/E of 3.77 and PEG of 0.14 signal stretched valuation (Valuation pillar 68.5). - Exceptional growth (117% revenue, 158% EPS) may justify premium pricing. - Strong profitability (ROE 27%, ROA 15%) and low debt (0.12 D/E) support elevated multiples. - Trading 1% below 52-week high suggests limited upside near-term.
Looking forward Forward P/E of 3.77 and EV/EBITDA of 14.94 imply rich pricing, but robust growth and profitability metrics may sustain premium valuation. Monitor execution on portfolio exits and deployment pace for margin sustainability.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-03, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.