Investor AB (publ) (IVSXF) Fair Value & Analysis
Financial Services · US · Market cap $122B
What is Investor AB (publ) really worth?
Investor AB (publ)
IVSXF · US
A solid business, trading 40% below our fair value of $70.21.
Strengths
Risks
Fair value as of: Aug 19, 2026
From 11 valuation models · updated 17 days ago
Fair value updated Aug 19, 2026, revised from $69.75 to $70.21 (+0.7%) since Aug 13, 2026. Share price −1.7% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The model range is unusually wide ($41.53 to $172.32). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid quality (67/100) at a price below fair value, the discount is the argument here, not the business quality.
- For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 19, 2026.
How to read this chart
60‑month range $4.14 – $43.50 · fair‑value band $41.53 – $172.32 · the $42.20 price screens below the $70.21 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 19, 2026.
Analysis
Investor AB (publ) (IVSXF) currently trades at $42.20, while our model-based Fair Value estimate is $70.21, implying the stock looks roughly 39.9% undervalued today. The Quality Score stands at 67/100 (solid quality), in the Financial Services sector. Bull case: the Economic Profit group reads highest at a median of $453.93 per share, and 11 of the 11 models we run sit above the $42.20 price. Bear case: the Growth DCF group reads lowest at $177.66, and 0 of the 11 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, Investor AB (publ) generated revenue of $133B at a net margin of 74.5%. It earns a return on equity of 21.2%. Net debt stands at $93.5B. The stock trades on a trailing P/E of 6.0 (as of Jun 21, 2026). Fundamentals as of Aug 19, 2026
Our scenario range runs from $41.53 (bear case) to $172.32 (bull case); at $42.20, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 47% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at −28% fair-value upside, at 66%, IVSXF screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $4.48 per share, which is 6.4 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 11 models by family
Widest divergence: Earnings-Based ($1,799) versus Growth DCF ($177.66). Highest evidence: Growth DCF (70).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 76
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Investor AB (publ) is a private equity firm specializing in mature, middle market, buyouts and growth capital investments.
Full company description
Investor AB (publ) is a private equity firm specializing in mature, middle market, buyouts and growth capital investments. For core investments, the firm invests in health care, financial services, IT and fintech sectors, life sciences, mathematics, data, materials science, AI, quantum technology and considers investments in listed companies in leading minority positions. The firm seeks to invest globally. For its operating investments, the firm seeks to focus on medium-sized to large companies headquartered in Northern Europe. It prefers to invests in North Africa, Sub-Saharan Africa, Asia-Pacific, Channel Island, Greenland, The Faroe Islands, Finland, Iceland, Ireland, Jan Mayen, Svalbard, Sweden, Isle of Man, Estonia, Latvia, Lithuania, Great Lakes, Mountain, Latin America and Caribbean region. It seeks to invest between $200 million and $700 million. The firm considers majority or minority investments in both listed and unlisted companies. It acquires controlling interest or minority position with significant influence in its portfolio companies within operating investments. For financial investments, it acquires minority ownership in financial holdings for shorter horizon. 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. Investor AB (publ) was founded in 1916 and is based in Stockholm, Sweden.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Investor AB (publ) reported revenue of 222B SEK in FY2025 versus 265B SEK in FY2021, a compound −4.4%/yr. Reported net income was 157B SEK in FY2025, compounding −8.8%/yr from FY2021.
of which total revenue +14.1 % · buybacks/dilution +0.0 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Investor AB (IVSBF) Q2 2026 Earnings Call Highlights: Strong Shareholder Returns Amid Market ...
- Investor AB Board Changes Put Focus On Valuation And Earnings Outlook
- Investor AB (IVSBF) Full Year 2025 Earnings Call Highlights: Strong Asset Growth Amid Currency ...
- Investor AB GAAP EPS of SEK 18.09, revenue of SEK 16.79B
Peer Group
Asset Management · 696 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Asset Management median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Aug 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Blackstone Inc BX | $142.39 | $52.88 | −63% |
| Brookfield Corporation BN | C$55.74 | C$10.67 | −81% |
| KKR & Co KKR | $108.68 | $19.97 | −82% |
| Apollo Global Management, Inc APO | $135.04 | $101.04 | −25% |
| State Street Corporation STT | $193.33 | $138.33 | −28% |
| Ameriprise Financial, Inc AMP | $559.32 | $515.24 | −8% |
| Ares Management Corporation ARES | $143.10 | $30.88 | −78% |
| Northern Trust Corporation NTRS | $186.79 | $122.02 | −35% |
| Raymond James Financial, Inc RJF | $181.10 | $142.42 | −21% |
| T. Rowe Price Group TROW | $111.24 | $126.63 | +14% |
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