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Financial Services

Investor AB (publ)(IVSBF)

Live Price

Offline

$40.97

+1.14% today

1Y Change

+40.10%

Window

Jun 25, 2025 โ†’ Jun 16, 2026

Market Cap
$1.14T
Revenue Growth
+28.4%
EPS Growth
+39.0%
Dividend Yield
1.4%

Coverage: 245 bars ยท Jun 25, 2025 โ†’ Jun 16, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Investor AB (publ) (IVSBF) is a Financial Services stock with a market cap of $1.14T and listed on OTC. The stock last traded around $40.97 and up 40.1% across the available one-year price window (Jun 25, 2025 โ†’ Jun 16, 2026). Baseline metrics include revenue growth of +28.4%, EPS growth of +39.0%, a dividend yield of 1.4%. What stands out right now is revenue +28.4%, EPS +39.0%, free cash flow -0.9% with operating margin 82.6% and ROIC 17.0%. The dividend is present but secondary, with a yield around 1.4%. Valuation is more restrained than many high-expectation growth names at P/E 6.0 and price/sales 4.8. Overall, the current profile looks closer to a quality compounder than a generic broad-market placeholder. Stock Foundry combines IVSBF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.

Sector Context

How this name stacks up against nearby peers on first-pass metrics.

Revenue Growth

Above sector median

+28.4% vs +3.4% peer median

Operating Margin

Above sector median

+82.6% vs +4.7% peer median

What Changed This Quarter

Latest report context and the signals most likely to have changed the story.

Latest report is on the board

2026 was reported on Apr 21, 2026, but the surprise data is still limited.

The operating story is still moving forward

Revenue is running at +28.4% and EPS at +39.0%, with operating margin around 82.6%.

Shareholder return is still part of the story

The stock is still offering a dividend yield around 1.4%, which matters if the thesis depends on income as much as growth.

Earnings Reaction Memory

How the stock has tended to move after recent reports.

Across the last 3 reported quarters, the stock averaged -1.5% over the next 5 trading days and finished higher after 1 of those reports.

View quarter-by-quarter reaction table
QuarterEPS ฮ”1D5D20D
2026
Apr 21, 2026
โ€”+1.2%-5.1%-6.4%
2026
Jan 22, 2026
โ€”+2.8%+0.5%+8.6%
2025
Jul 17, 2025
โ€”+0.0%+0.0%-1.2%

Benchmark Edge

IVSBF vs SPY, QQQ, and Sector ETFs

Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.

Shared 1Y chart + MAX history table

IVSBF

โ€”

Normalized return

SPY

--

S&P 500

Excess Return

--

Relative to SPY

IVSBF Max Drawdown

-15.53%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for IVSBF and SPY.

Calendar-year return history is still loading or unavailable.
Investor AB (publ) logo

Company Overview

Investor AB (publ)

Other OTC

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.

Leadership
Christian Cederholm
IPO Date
Feb 22, 2010
Employees
19.1k
Street Address
Arsenalsgatan 8C
Mailing
Stockholm, 103 32
Region
Stockholm, SE
Reporting Currency
USD
Investor Line
46 8 61 42 000
Last Updated
Apr 30, 2026
ISIN: SE0015811963
Reports in USD

Key Fundamentals

Valuation, growth, profitability, and balance sheet signals.

Valuation

P/E
6.0
EV/EBITDA
6.4
Price/Sales
4.8
Price/Book
1.2

Growth

Revenue
+28.4%
EPS
+39.0%
Free Cash Flow
-0.9%

Profitability

Gross Margin
91.0%
Operating Margin
82.6%
Net Margin
80.8%
ROE
20.7%
ROIC
17.0%

Balance Sheet

Debt/Equity
0.12
Current Ratio
31.16

Earnings Reports

๐Ÿ“… Last reportedApr 21, 2026
PeriodB/MEPSEPS ฮ”RevenueRev ฮ”
โ€”
Apr 21, 26
โ€”
Est โ€”
โ€”
โ€”
Est 1647786.0B
โ€”
โ€”
Jan 22, 26
1.96
Est โ€”
โ€”
1816137.0B
Est 1757940.0B
+3.3%
โ€”
Jul 17, 25
1.54
Est โ€”
โ€”
6434389.7B
Est 1639121.2B
+292.6%
โ€”
Apr 23, 25
-0.10
Est โ€”
โ€”
1065639.5B
Est โ€”
โ€”
โ€”
Jan 23, 25
-0.93
Est โ€”
โ€”
-1579230.0B
Est 1475640.0B
-207.0%
โ€”
Oct 17, 24
0.40
Est โ€”
โ€”
2547299.7B
Est 1548204.0B
+64.5%
โ€”
Jul 17, 24
2.01
Est โ€”
โ€”
1775840.6B
Est 1456482.9B
+21.9%
โ€”
Apr 18, 24
2.02
Est โ€”
โ€”
2239630.2B
Est 1382880.4B
+62.0%
โ€”
Jan 19, 24
1.94
Est โ€”
โ€”
1748581.5B
Est 1813217.7B
-3.6%
โ€”
Sep 30, 23
-0.33
Est โ€”
โ€”
187455.2B
Est 1646251.2B
-88.6%
โ€”
Jun 30, 23
1.36
Est โ€”
โ€”
5383236.3B
Est 1594390.2B
+237.6%
โ€”
Mar 31, 23
1.03
Est โ€”
โ€”
4349875.1B
Est 1626655.8B
+167.4%
โ€”
Jan 20, 23
1.64
Est โ€”
โ€”
6334860.3B
Est โ€”
โ€”
โ€”
Oct 20, 22
0.24
Est โ€”
โ€”
1825303.5B
Est โ€”
โ€”
โ€”
Jul 15, 22
-2.08
Est โ€”
โ€”
-5276445.6B
Est โ€”
โ€”
โ€”
Apr 21, 22
-2.40
Est โ€”
โ€”
-6233855.1B
Est โ€”
โ€”

Latest News

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Official Releases

Company announcements and filings-style updates.

Official
No official releases available

Next Step

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