Investor AB (publ)

Investor AB (publ)verified

INVE-B.ST

Price:

$303.5

Market Cap:

$924.91B

Investor AB (publ) is a venture capital firm specializing in mature, middle market, buyouts and growth capital investments. It is operating through four business areas including core, private equity, operating, and financial investments. For core investments, the firm invests in health care, financial services, IT and fintech sectors and considers investments in listed companies in leading minority positions. The firm seeks to invest globally and acquire a board seat. For its operating investments, the firm seeks to focus on medium-sized to large companies headquartered in Northern Europe. It acquires controlling interest or minority position with significant influence in its portfolio compa...[Read more]

Industry

Asset Management

IPO Date

2000-01-03

Stock Exchange

STO

Ticker

INVE-B.ST

The ROE as of November 2024 (TTM) for Investor AB (publ) (INVE-B.ST) is 25.73%

According to Investor AB (publ)’s latest financial reports and current stock price. The company's current ROE is 25.73%. This represents a change of 292.90% compared to the average of 6.55% of the last 4 quarters.

Investor AB (publ) (INVE-B.ST) Historical ROE (quarterly & annually)

How has INVE-B.ST ROE performed in the past?

The mean historical ROE of Investor AB (publ) over the last ten years is 12.38%. The current 25.73% ROE has changed 107.80% with respect to the historical average. Over the past ten years (40 quarters), INVE-B.ST's ROE was at its highest in in the March 2021 quarter at 15.98%. The ROE was at its lowest in in the December 2018 quarter at -13.77%.

Quarterly (TTM)
Annual

Average

12.38%

Median

12.31%

Minimum

-12.36%

Maximum

33.41%

Investor AB (publ) (INVE-B.ST) ROE by Quarter and Year

Discovering the peaks and valleys of Investor AB (publ) ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 192.29%

Maximum Annual ROE = 33.41%

Minimum Annual Increase = -3599.39%

Minimum Annual ROE = -12.36%

Quarterly (TTM)
Annual
YearROEChange
202317.72%-243.40%
2022-12.36%-137.00%
202133.41%192.29%
202011.43%-52.50%
201924.06%-3599.39%
2018-0.69%-105.22%
201713.18%17.48%
201611.22%74.91%
20156.41%-66.96%
201419.41%-7.42%

Investor AB (publ) (INVE-B.ST) Average ROE

How has INVE-B.ST ROE performed in the past?

The current ROE of Investor AB (publ) (INVE-B.ST) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

12.92%

5-year avg

14.85%

10-year avg

12.38%

Investor AB (publ) (INVE-B.ST) ROE vs. Peers

How is INVE-B.ST’s ROE compared to its peers?

Investor AB (publ)’s ROE is greater than Kinnevik AB (-16.30%), less than Investment AB Latour (publ) (13.58%), greater than Samhällsbyggnadsbolaget i Norden AB (publ) (-59.50%), less than AB Industrivärden (publ) (19.81%), less than Swedbank AB (publ) (17.38%),

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