IDTVF
Price:
$41.9
Market Cap:
$216.47B
AB Industrivärden operates as a publicly listed investment management firm. The company's primary focus is on allocating capital to publicly traded equities within the Nordic countries. Its investment methodology is rooted in comprehensive fundamental analysis, emphasizing crucial aspects like sustainable long-term growth prospects, robust operational frameworks, a sensible balance between potential returns and inherent risks, and compelling asset valuations when constructing its portfolio. Established in 1944, AB Industrivärden maintains its corporate headquarters in Stockholm, Sweden.
Industry
Asset Management
IPO Date
2013-07-29
Stock Exchange
OTC
Ticker
IDTVF
According to AB Industrivärden (publ)’s latest financial reports and current stock price. The company's current ROE is 21.89%. This represents a change of 314.09% compared to the average of 5.29% of the last 4 quarters.
The mean historical ROE of AB Industrivärden (publ) over the last ten years is 11.19%. The current 21.89% ROE has changed 95.65% with respect to the historical average. Over the past ten years (40 quarters), IDTVF's ROE was at its highest in in the March 2019 quarter at 15.22%. The ROE was at its lowest in in the December 2018 quarter at -20.37%.
Average
11.19%
Median
17.07%
Minimum
-11.07%
Maximum
26.52%
Discovering the peaks and valleys of AB Industrivärden (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 = 337.85%
Maximum Annual ROE = 26.52%
Minimum Annual Increase = -371.02%
Minimum Annual ROE = -11.07%
| Year | ROE | Change |
|---|---|---|
| 2025 | 18.53% | 133.13% |
| 2024 | 7.95% | -55.61% |
| 2023 | 17.91% | -261.80% |
| 2022 | -11.07% | -159.55% |
| 2021 | 18.59% | 166.42% |
| 2020 | 6.98% | -73.69% |
| 2019 | 26.52% | -371.02% |
| 2018 | -9.78% | -160.31% |
| 2017 | 16.22% | -19.01% |
| 2016 | 20.03% | 337.85% |
The current ROE of AB Industrivärden (publ) (IDTVF) 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
14.80%
5-year avg
10.38%
10-year avg
11.19%
AB Industrivärden (publ)’s ROE is less than Grupo Financiero Inbursa, S.A.B. de C.V. (11.08%), less than Mizrahi Tefahot Bank Ltd. (16.28%), less than Powszechny Zaklad Ubezpieczen S.A. (18.23%), less than Great Eastern Holdings Limited (12.30%), less than Fairfax Financial Holdings Limited (17.32%), less than Brookfield Asset Management Inc (30.06%), less than Huatai Securities Co., Ltd. (9.27%), less than Public Bank Berhad (12.26%), less than Federal National Mortgage Association (13.45%), less than Power Financial Corporation (9.92%),
| Company | ROE | Market cap |
|---|---|---|
| 11.08% | $15.25B | |
| 16.28% | $20.32B | |
| 18.23% | $14.03B | |
| 12.30% | $12.24B | |
| 17.32% | $16.84B | |
| 30.06% | $18.71B | |
| 9.27% | $18.96B | |
| 12.26% | $18.44B | |
| 13.45% | $7.52B | |
| 9.92% | $10.65B |
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