Investor (Sweden) Performance
| INVE-A Stock | SEK 294.80 2.10 0.71% |
The company retains a Market Volatility (i.e., Beta) of 0.43, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Investor's returns are expected to increase less than the market. However, during the bear market, the loss of holding Investor is expected to be smaller as well. At this point, Investor AB ser has a negative expected return of -0.0405%. Please make sure to check out Investor's value at risk, skewness, accumulation distribution, as well as the relationship between the potential upside and kurtosis , to decide if Investor AB ser performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Investor AB ser has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Investor is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 18.3 B | |
| Price Earnings Ratio | 9.0377 | |
| Total Cashflows From Investing Activities | -7.5 B |
Investor |
Investor Relative Risk vs. Return Landscape
If you would invest 30,340 in Investor AB ser on August 29, 2024 and sell it today you would lose (860.00) from holding Investor AB ser or give up 2.83% of portfolio value over 90 days. Investor AB ser is generating negative expected returns and assumes 0.8721% volatility on return distribution over the 90 days horizon. Simply put, 7% of stocks are less volatile than Investor, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Investor Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Investor's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Investor AB ser, and traders can use it to determine the average amount a Investor's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0464
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| Negative Returns | INVE-A |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Investor is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Investor by adding Investor to a well-diversified portfolio.
Investor Fundamentals Growth
Investor Stock prices reflect investors' perceptions of the future prospects and financial health of Investor, and Investor fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Investor Stock performance.
| Return On Equity | -0.12 | |||
| Return On Asset | -0.0545 | |||
| Operating Margin | 3.39 % | |||
| Current Valuation | 666.96 B | |||
| Shares Outstanding | 1.25 B | |||
| Price To Earning | 3.27 X | |||
| Price To Book | 1.14 X | |||
| Price To Sales | 97.76 X | |||
| Revenue | 63.24 B | |||
| EBITDA | (64.47 B) | |||
| Cash And Equivalents | 26.3 B | |||
| Cash Per Share | 11.13 X | |||
| Total Debt | 89.44 B | |||
| Debt To Equity | 0.15 % | |||
| Book Value Per Share | 197.47 X | |||
| Cash Flow From Operations | 16.61 B | |||
| Earnings Per Share | 23.07 X | |||
| Total Asset | 724.37 B | |||
| Current Asset | 22.84 B | |||
| Current Liabilities | 8.61 B | |||
About Investor Performance
By analyzing Investor's fundamental ratios, stakeholders can gain valuable insights into Investor's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Investor has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Investor has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Investor AB is a venture capital firm specializing in mature, middle market, buyouts and growth capital investments. Investor AB 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. Investor operates under Asset Management classification in Sweden and is traded on Stockholm Stock Exchange. It employs 13964 people.Things to note about Investor AB ser performance evaluation
Checking the ongoing alerts about Investor for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Investor AB ser help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Investor AB ser generated a negative expected return over the last 90 days | |
| The company reported the revenue of 63.24 B. Net Loss for the year was (74.68 B) with loss before overhead, payroll, taxes, and interest of (48.09 B). | |
| About 49.0% of the company shares are held by company insiders |
- Analyzing Investor's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Investor's stock is overvalued or undervalued compared to its peers.
- Examining Investor's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Investor's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Investor's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Investor's stock. These opinions can provide insight into Investor's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Investor Stock analysis
When running Investor's price analysis, check to measure Investor's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Investor is operating at the current time. Most of Investor's value examination focuses on studying past and present price action to predict the probability of Investor's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Investor's price. Additionally, you may evaluate how the addition of Investor to your portfolios can decrease your overall portfolio volatility.
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