INVE-B 📈 Investor AB ser. B - Overview

Exchange: ST • Country: Sweden • Currency: SEK • Type: Common Stock • ISIN: SE0015811963

INVE-B: Private, Equity, Investments, Healthcare, Fintech, Financial, Services

Investor AB ser. B is a private equity firm that focuses on making mature, middle market, buyouts and growth capital investments, with a particular emphasis on core sectors such as healthcare, financial services, IT, and fintech. The firm's investment strategy involves taking leading minority positions in listed companies, while also considering majority stakes in unlisted companies. Geographically, Investor AB ser. B has a global investment mandate, but it tends to concentrate on medium-sized to large companies headquartered in Northern Europe, with a presence in regions such as North Africa, Sub-Saharan Africa, Asia-Pacific, and Latin America.

The firm's investment size typically ranges between SEK 20 million and SEK 200 million, and it is willing to consider both majority and minority investments in listed and unlisted companies. Within its operating investments, Investor AB ser. B seeks to acquire controlling interests or significant minority positions, which enable it to exert influence over the strategic direction of its portfolio companies. In contrast, its financial investments are focused on acquiring minority ownership stakes in financial holdings, with a shorter investment horizon. The firm's private equity investments are typically held for between three and seven years, during which time it seeks to take an active role in guiding the development of its portfolio companies, often through board membership.

As a firm with a long history dating back to 1916, Investor AB ser. B has established itself as a major player in the private equity industry, with a strong track record of investing in a wide range of sectors and geographies. Headquartered in Stockholm, Sweden, the firm is listed on the Stockholm Stock Exchange and has a web presence at https://www.investorab.com. With an ISIN code of SE0015811963, Investor AB ser. B is classified as a common stock, and its GICS Sub Industry classification is Environmental & Facilities Services, although its investment activities are more broadly focused on a range of sectors, including healthcare, financial services, and technology.

Additional Sources for INVE-B Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

INVE-B Stock Overview

Market Cap in USD 85,437m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Environmental & Facilities Services
IPO / Inception

INVE-B Stock Ratings

Growth 5y 95.8%
Fundamental 45.3%
Dividend 48.0%
Rel. Strength Industry 52.7
Analysts -
Fair Price Momentum 307.31 SEK
Fair Price DCF 292.44 SEK

INVE-B Dividends

Dividend Yield 12m 1.65%
Yield on Cost 5y 4.07%
Annual Growth 5y 6.25%
Payout Consistency 91.4%

INVE-B Growth Ratios

Growth Correlation 3m -73.6%
Growth Correlation 12m 91.9%
Growth Correlation 5y 91.6%
CAGR 5y 19.67%
CAGR/Mean DD 5y 2.62
Sharpe Ratio 12m 1.32
Alpha 6.46
Beta 0.76
Volatility 16.45%
Current Volume 5317.9k
Average Volume 20d 2510.7k
What is the price of INVE-B stocks?
As of December 21, 2024, the stock is trading at SEK 290.65 with a total of 5,317,894 shares traded.
Over the past week, the price has changed by -2.44%, over one month by -1.88%, over three months by -5.54% and over the past year by +27.36%.
Is Investor AB ser. B a good stock to buy?
Partly, yes. Based on ValueRay Fundamental Analyses, Investor AB ser. B (ST:INVE-B) is currently (December 2024) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 45.27 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of INVE-B as of December 2024 is 307.31. This means that INVE-B is currently overvalued and has a potential downside of 5.73%.
Is INVE-B a buy, sell or hold?
Investor AB ser. B has no consensus analysts rating.
What are the forecast for INVE-B stock price target?
According to ValueRays Forecast Model, INVE-B Investor AB ser. B will be worth about 337.3 in December 2025. The stock is currently trading at 290.65. This means that the stock has a potential upside of +16.04%.
Issuer Forecast Upside
Wallstreet Target Price 320.5 10.3%
Analysts Target Price - -
ValueRay Target Price 337.3 16%