
Investor AB (publ) (IVSBF)
ValueMarkers Composite Index
387% above intrinsic value ($7)
Investor AB (publ) (IVSBF) — VMCI valuation read
IVSBF prints VMCI 63/100 inside the Financial Services sector, where the median sits at 50. The 13-point above-median delta is the cleanest single-number summary of Investor AB (publ)'s composite stance, and in the mid-cap bucket it places the share ahead of the typical peer on the five-pillar mix.
On IVSBF, the SEC EDGAR Form 4 stream shows no insider buys or sells in the past 30 days. Quiet tapes happen; they just remove a signal that bull and bear cases sometimes lean on for confirmation.
**Investor frame.** IVSBF trades at 16.0x earnings, 11% below the Financial Services median of 18.0x; that is the value line. ROIC of 14.0% sits 4.0pp above the Financial Services median (10.0%); that is the quality line. net debt to EBITDA of -2.1x leaves covenant headroom; that is the risk line for Investor AB (publ) on the trailing financials.
IVSBF fell 2.7% over the trailing 7 days, with a -10.7% read on a 30-day basis.
Investor AB (publ) is a venture capital firm specializing in mature, middle market, buyouts and growth capital investments. It is operating through four business areas including core, private equity, operating, and financial investments. For core investments, the firm invests in health care, financial services, IT and fintech sectors and considers investments in listed companies in leading minority positions. The firm seeks to invest globally and acquire a board seat. For its operating investments, the firm seeks to focus on medium-sized to large companies headquartered in Northern Europe. It acquires controlling interest or minority position with significant influence in its portfolio companies within operating investments. The firm considers majority or minority investments in both listed and unlisted companies. Within private equity, the firm makes venture capital and buyout investments. For venture capital, it seeks investments through its subsidiary, Investor Growth Capital, which is focused on investments in the information technology, technology, engineering, financial services, and healthcare sectors in Europe, the United States, and Asia. It seeks to invest in companies ranging from startups to companies that are about to enter an expansion stage and its investment commitment range between SEK 20 million ($2.94 million) and SEK 200 million ($29.43 million). In its venture capital investments, it acquires minority stakes in its portfolio companies and the ownership horizon varies from three to seven years. For buyouts, the firm makes fund investments through its subsidiary, EQT that makes buyout investments in medium-sized mature companies in Northern Europe and Greater China. The firm seeks to exit its private equity investments between three years and seven years. The firm seeks to take board membership in its portfolio companies. For financial investments, it acquires minority ownership in financial holdings for shorter horizon. Investor AB (publ) was founded in 1916 and is based in Stockholm, Sweden with additional offices in Amsterdam, Netherlands; Beijing, China; Menlo Park, California; Hong Kong, China; New York, New York; and Tokyo, Japan.
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