Financial Services
Live Price
Offline$39.80
+0.00% today
1Y Change
+37.13%
Window
Jun 25, 2025 โ Jun 16, 2026
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.
Research Snapshot
Investor AB (publ) (IVSXF) is a Financial Services stock with a market cap of $1.14T and listed on OTC. The stock last traded around $39.80 and up 37.1% 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 IVSXF 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 +1.9% over the next 5 trading days and finished higher after 2 of those reports.
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 21, 2026 | โ | -2.3% | -2.5% | -9.2% |
2026 Jan 22, 2026 | โ | -0.4% | +3.0% | +4.7% |
2025 Jul 17, 2025 | โ | +0.0% | +5.1% | +2.5% |
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
IVSXF
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
IVSXF Max Drawdown
-14.18%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Uses the longest available daily history for IVSXF and SPY.

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.
Valuation, growth, profitability, and balance sheet signals.
Company announcements and filings-style updates.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.