NAVIGO-PREF 📈 Navigo Invest AB Pfd - Overview

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

NAVIGO-PREF: Venture Capital, Private Equity, Growth Investments

Navigo Invest AB is a private equity and venture capital firm that targets a wide range of investment opportunities, including buyouts, early and later stage investments, acquisitions, growth capital, and turnaround investments, with a focus on small and medium-sized companies in the middle market. The firm's investment strategy is centered around the energy, green tech, and clean technology sectors, as well as B2B companies, where it can leverage its expertise and network to drive growth and value creation.

The firm's investment scope is primarily focused on unlisted companies, with a geographical emphasis on Sweden, where it can tap into its local network and market knowledge to identify attractive investment opportunities. In terms of investment size, Navigo Invest AB typically considers investments between SEK 1 million and SEK 10 million, targeting companies with an enterprise value between SEK 10 million and SEK 500 million, and a turnover between SEK 50 million and SEK 300 million. This allows the firm to take a meaningful stake in its portfolio companies, while also providing the necessary capital to support their growth and development.

As an active investor, Navigo Invest AB seeks to take a majority stake in its portfolio companies, but is also open to taking minority stakes, depending on the specific investment opportunity and the firm's overall investment strategy. With a history dating back to 2007, when it was founded as Pegroco Invest, Navigo Invest AB has established itself as a reputable and experienced investor in the Swedish private equity market, with a strong track record of investing in and supporting the growth of small and medium-sized companies. The firm is headquartered in Gothenburg, Sweden, and can be found online at https://www.navigoinvest.com/en/, where it provides more information on its investment strategy, portfolio companies, and team.

From a classification perspective, Navigo Invest AB's preferred stock, Navigo Invest AB Pfd, is categorized as a common stock, with a GICS Sub Industry classification of Environmental & Facilities Services, reflecting the firm's focus on investing in companies that operate in the energy, green tech, and clean technology sectors. This classification provides a useful framework for understanding the firm's investment strategy and portfolio composition, and can be used by investors and analysts to evaluate the firm's performance and prospects in the context of the broader market.

Additional Sources for NAVIGO-PREF Stock

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

NAVIGO-PREF Stock Overview

Market Cap in USD 782m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Environmental & Facilities Services
IPO / Inception

NAVIGO-PREF Stock Ratings

Growth 5y 33.7%
Fundamental -
Dividend 64.2%
Rel. Strength Industry -107
Analysts -
Fair Price Momentum 97.73 SEK
Fair Price DCF -

NAVIGO-PREF Dividends

Dividend Yield 12m 9.56%
Yield on Cost 5y 12.29%
Annual Growth 5y 0.35%
Payout Consistency 100.0%

NAVIGO-PREF Growth Ratios

Growth Correlation 3m -65.2%
Growth Correlation 12m 4.8%
Growth Correlation 5y 73%
CAGR 5y 5.21%
CAGR/Mean DD 5y 0.32
Sharpe Ratio 12m -0.36
Alpha -23.35
Beta 0.77
Volatility 21.57%
Current Volume 1.4k
Average Volume 20d 1.3k
What is the price of NAVIGO-PREF stocks?
As of December 21, 2024, the stock is trading at SEK 99.60 with a total of 1,413 shares traded.
Over the past week, the price has changed by -1.09%, over one month by -2.55%, over three months by -4.01% and over the past year by -1.22%.
Is Navigo Invest AB Pfd a good stock to buy?
Neither. Based on ValueRay Analyses, Navigo Invest AB Pfd is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 33.66 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of NAVIGO-PREF as of December 2024 is 97.73. This means that NAVIGO-PREF is currently overvalued and has a potential downside of -1.88%.
Is NAVIGO-PREF a buy, sell or hold?
Navigo Invest AB Pfd has no consensus analysts rating.
What are the forecast for NAVIGO-PREF stock price target?
According to ValueRays Forecast Model, NAVIGO-PREF Navigo Invest AB Pfd will be worth about 107.9 in December 2025. The stock is currently trading at 99.60. This means that the stock has a potential upside of +8.32%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 107.9 8.3%