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
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), 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%.
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) (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)’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%),
| Company | ROE | Market cap |
|---|---|---|
| 13.42% | $110.56B | |
| 10.37% | $169.74B | |
| 22.25% | $104.84B | |
| 22.25% | $104.07B | |
| 14.39% | $99.32B | |
| 17.91% | $36.99B | |
| 32.68% | $115.01B | |
| 32.68% | $114.06B | |
| 11.34% | $133.98B | |
| 15.72% | $102.21B |
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