IVSBF
Price:
$41.25
Market Cap:
$1.27T
Investor AB (publ) functions as a leading investment company, concentrating its strategies on growth equity, buyout transactions, and investments in both established and mid-market enterprises. Its comprehensive investment approach is divided into four main categories: core, operating, private equity, and financial investments. Within its core investments, the firm targets publicly traded companies in the healthcare, financial services, information technology, and fintech sectors. It typically seeks significant minority shareholdings on a global scale, frequently securing a seat on the board to actively participate. For its operating investments, Investor AB focuses on medium to large-sized ...[Read more]
Industry
Asset Management
IPO Date
2010-02-22
Stock Exchange
OTC
Ticker
IVSBF
According to Investor AB (publ)’s latest financial reports and current stock price. The company's current ROE is 26.77%. This represents a change of 306.88% compared to the average of 6.58% of the last 4 quarters.
The mean historical ROE of Investor AB (publ) over the last ten years is 12.83%. The current 26.77% ROE has changed 108.65% with respect to the historical average. Over the past ten years (40 quarters), IVSBF'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%.
Average
12.83%
Median
13.51%
Minimum
-12.36%
Maximum
33.41%
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%
| Year | ROE | Change |
|---|---|---|
| 2025 | 16.51% | 19.39% |
| 2024 | 13.83% | -21.96% |
| 2023 | 17.72% | -243.40% |
| 2022 | -12.36% | -137.00% |
| 2021 | 33.41% | 192.29% |
| 2020 | 11.43% | -52.50% |
| 2019 | 24.06% | -3599.39% |
| 2018 | -0.69% | -105.22% |
| 2017 | 13.18% | 17.48% |
| 2016 | 11.22% | 74.91% |
The current ROE of Investor AB (publ) (IVSBF) 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
16.02%
5-year avg
13.82%
10-year avg
12.83%
Investor AB (publ)’s ROE is greater than Ratos AB (publ) (-0.81%), less than Bure Equity AB (publ) (24.04%), less than Creades AB (20.54%), less than AB Industrivärden (publ) (25.59%), less than EQT AB (publ) (13.50%), less than The Carlyle Group Inc. (6.07%), less than Blackstone Inc. (40.87%), less than KKR & Co. Inc. (10.32%), less than Apollo Global Management, Inc. (8.58%), less than 3i Group plc (17.91%),
| Company | ROE | Market cap |
|---|---|---|
| -0.81% | $12.16B | |
| 24.04% | $23.41B | |
| 20.54% | $11.80B | |
| 25.59% | $217.51B | |
| 13.50% | $335.77B | |
| 6.07% | $13.72B | |
| 40.87% | $137.99B | |
| 10.32% | $81.71B | |
| 8.58% | $68.43B | |
| 17.91% | N/A |
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