Investor AB (publ)

Investor AB (publ) - ROEverified

IVSXF

Price:

$40.03

Market Cap:

$1.24T

Investor AB (publ) operates as a prominent investment firm, strategically allocating capital to mature and mid-market buyouts, alongside growth equity opportunities. Its multifaceted approach is organized into four distinct business segments: Core Investments, Private Equity, Operating Investments, and Financial Investments. Within its Core Investments segment, the firm concentrates on the healthcare, financial services, information technology, and fintech sectors. It typically secures significant minority ownership in publicly listed enterprises, pursuing global investment prospects and actively seeking board representation. The Operating Investments arm primarily targets medium-to-large co...[Read more]

Industry

Asset Management

IPO Date

2010-02-22

Stock Exchange

OTC

Ticker

IVSXF

The ROE as of July 2026 (TTM) for Investor AB (publ) (IVSXF) is 26.77%

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.

Investor AB (publ) (IVSXF) Historical ROE (quarterly & annually)

How has IVSXF ROE performed in the past?

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), IVSXF'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

12.83%

Median

13.51%

Minimum

-12.36%

Maximum

33.41%

Investor AB (publ) (IVSXF) 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
202516.51%19.39%
202413.83%-21.96%
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%

Investor AB (publ) (IVSXF) Average ROE

How has IVSXF ROE performed in the past?

The current ROE of Investor AB (publ) (IVSXF) 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) (IVSXF) ROE vs. Peers

How is IVSXF’s ROE compared to its peers?

Investor AB (publ)’s ROE is less than KBC Group N.V. (13.42%), less than Sumitomo Mitsui Financial Group, Inc. (10.37%), less than AXA S.A. (22.25%), less than AXA S.A. (22.25%), less than State Bank of India (14.39%), less than 3i Group plc (17.91%), less than Zurich Insurance Group AG (32.68%), less than Zurich Insurance Group Ltd (32.68%), less than Mizuho Financial Group, Inc. (11.34%), less than Erste Group Bank AG (15.72%),

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