The ROE as of July 2025 (TTM) for Investor AB (publ) (IVSXF) is 5.22%

According to Investor AB (publ)’s latest financial reports and current stock price. The company's current ROE is 5.22%. This represents a change of 312.45% compared to the average of 1.27% 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 11.82%. The current 5.22% ROE has changed -55.82% 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%.

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.

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

Investor AB (publ) (IVSXF) ROE vs. Peers

How is IVSXF’s ROE compared to its peers?

Investor AB (publ)’s ROE is less than Brookfield Real Assets Income Fund Inc. (7.96%), less than T. Rowe Price Group, Inc. (19.60%), less than Ares Capital Corporation (11.03%), less than BlackRock, Inc. (14.27%), less than Brookfield Asset Management Ltd. (22.44%), less than KKR & Co. Inc. (9.12%), less than Blackstone Inc. (33.88%), less than Apollo Global Management, Inc. (21.02%),

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