INVESTOR AB-B SHS (1INVEB.MI) Fundamental Analysis & Valuation

BIT:1INVEB • SE0015811963

35.1 EUR
+1.83 (+5.5%)
Last: Feb 26, 2026, 07:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership

This 1INVEB.MI fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

5

Taking everything into account, 1INVEB scores 5 out of 10 in our fundamental rating. 1INVEB was compared to 58 industry peers in the Financial Services industry. 1INVEB has an average financial health and profitability rating. 1INVEB is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

6

1. 1INVEB.MI Profitability Analysis

1.1 Basic Checks

  • In the past year 1INVEB was profitable.
  • In the past year 1INVEB had a positive cash flow from operations.
  • 1INVEB had positive earnings in 4 of the past 5 years.
  • 1INVEB had a positive operating cash flow in each of the past 5 years.
1INVEB.MI Yearly Net Income VS EBIT VS OCF VS FCF1INVEB.MI Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 100B 200B

1.2 Ratios

  • With an excellent Return On Assets value of 15.98%, 1INVEB belongs to the best of the industry, outperforming 94.55% of the companies in the same industry.
  • 1INVEB's Return On Equity of 18.75% is amongst the best of the industry. 1INVEB outperforms 81.82% of its industry peers.
  • 1INVEB has a Return On Invested Capital of 1.82%. This is comparable to the rest of the industry: 1INVEB outperforms 45.45% of its industry peers.
Industry RankSector Rank
ROA 15.98%
ROE 18.75%
ROIC 1.82%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
1INVEB.MI Yearly ROA, ROE, ROIC1INVEB.MI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 -10 20 30

1.3 Margins

  • 1INVEB's Profit Margin of 194.41% is amongst the best of the industry. 1INVEB outperforms 100.00% of its industry peers.
  • In the last couple of years the Profit Margin of 1INVEB has grown nicely.
  • The Operating Margin of 1INVEB (29.00%) is better than 80.00% of its industry peers.
  • In the last couple of years the Operating Margin of 1INVEB has remained more or less at the same level.
  • 1INVEB has a Gross Margin (58.26%) which is comparable to the rest of the industry.
  • In the last couple of years the Gross Margin of 1INVEB has remained more or less at the same level.
Industry RankSector Rank
OM 29%
PM (TTM) 194.41%
GM 58.26%
OM growth 3Y-4.93%
OM growth 5Y-0.27%
PM growth 3YN/A
PM growth 5Y12.59%
GM growth 3Y-0.94%
GM growth 5Y0.65%
1INVEB.MI Yearly Profit, Operating, Gross Margins1INVEB.MI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 100 -100 200 300

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6

2. 1INVEB.MI Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), 1INVEB is destroying value.
  • There is no outstanding debt for 1INVEB. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
1INVEB.MI Yearly Shares Outstanding1INVEB.MI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 1B 2B 3B
1INVEB.MI Yearly Total Debt VS Total Assets1INVEB.MI Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 200B 400B 600B 800B

2.2 Solvency

  • The Debt to FCF ratio of 1INVEB is 5.80, which is a neutral value as it means it would take 1INVEB, 5.80 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 5.80, 1INVEB is in the better half of the industry, outperforming 69.09% of the companies in the same industry.
  • A Debt/Equity ratio of 0.13 indicates that 1INVEB is not too dependend on debt financing.
  • With a decent Debt to Equity ratio value of 0.13, 1INVEB is doing good in the industry, outperforming 74.55% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.13
Debt/FCF 5.8
Altman-Z N/A
ROIC/WACC0.25
WACC7.35%
1INVEB.MI Yearly LT Debt VS Equity VS FCF1INVEB.MI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200B 400B 600B 800B

2.3 Liquidity

  • A Current Ratio of 3.04 indicates that 1INVEB has no problem at all paying its short term obligations.
  • Looking at the Current ratio, with a value of 3.04, 1INVEB belongs to the top of the industry, outperforming 81.82% of the companies in the same industry.
  • 1INVEB has a Quick Ratio of 2.50. This indicates that 1INVEB is financially healthy and has no problem in meeting its short term obligations.
  • 1INVEB has a Quick ratio of 2.50. This is amongst the best in the industry. 1INVEB outperforms 81.82% of its industry peers.
Industry RankSector Rank
Current Ratio 3.04
Quick Ratio 2.5
1INVEB.MI Yearly Current Assets VS Current Liabilites1INVEB.MI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B 40B 50B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. 1INVEB.MI Growth Analysis

3.1 Past

  • 1INVEB shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 38.98%, which is quite impressive.
  • The Earnings Per Share has been growing by 24.43% on average over the past years. This is a very strong growth
  • 1INVEB shows a small growth in Revenue. In the last year, the Revenue has grown by 2.76%.
  • The Revenue has been growing by 10.52% on average over the past years. This is quite good.
EPS 1Y (TTM)38.98%
EPS 3YN/A
EPS 5Y24.43%
EPS Q2Q%274.59%
Revenue 1Y (TTM)2.76%
Revenue growth 3Y4.38%
Revenue growth 5Y10.52%
Sales Q2Q%0.09%

3.2 Future

  • The Earnings Per Share is expected to decrease by -16.38% on average over the next years. This is quite bad
  • 1INVEB is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.83% yearly.
EPS Next Y-28.15%
EPS Next 2Y-16.38%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year4.99%
Revenue Next 2Y4.83%
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
1INVEB.MI Yearly Revenue VS Estimates1INVEB.MI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 20B 40B 60B 80B
1INVEB.MI Yearly EPS VS Estimates1INVEB.MI Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 10 20 30

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4

4. 1INVEB.MI Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 7.30 indicates a rather cheap valuation of 1INVEB.
  • Compared to the rest of the industry, the Price/Earnings ratio of 1INVEB indicates a somewhat cheap valuation: 1INVEB is cheaper than 80.00% of the companies listed in the same industry.
  • The average S&P500 Price/Earnings ratio is at 26.29. 1INVEB is valued rather cheaply when compared to this.
  • Based on the Price/Forward Earnings ratio of 14.41, the valuation of 1INVEB can be described as correct.
  • The rest of the industry has a similar Price/Forward Earnings ratio as 1INVEB.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 24.60, 1INVEB is valued a bit cheaper.
Industry RankSector Rank
PE 7.3
Fwd PE 14.41
1INVEB.MI Price Earnings VS Forward Price Earnings1INVEB.MI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • Based on the Price/Free Cash Flow ratio, 1INVEB is valued a bit more expensive than 63.64% of the companies in the same industry.
Industry RankSector Rank
P/FCF 60.63
EV/EBITDA N/A
1INVEB.MI Per share data1INVEB.MI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15 20 25

4.3 Compensation for Growth

  • 1INVEB has a very decent profitability rating, which may justify a higher PE ratio.
  • A cheap valuation may be justified as 1INVEB's earnings are expected to decrease with -16.38% in the coming years.
PEG (NY)N/A
PEG (5Y)0.3
EPS Next 2Y-16.38%
EPS Next 3YN/A

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

4

5. 1INVEB.MI Dividend Analysis

5.1 Amount

  • 1INVEB has a Yearly Dividend Yield of 1.54%.
  • Compared to an average industry Dividend Yield of 2.38, 1INVEB has a dividend in line with its industry peers.
  • 1INVEB's Dividend Yield is comparable with the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 1.54%

5.2 History

  • The dividend of 1INVEB is nicely growing with an annual growth rate of 8.11%!
Dividend Growth(5Y)8.11%
Div Incr YearsN/A
Div Non Decr YearsN/A

5.3 Sustainability

  • 10.11% of the earnings are spent on dividend by 1INVEB. This is a low number and sustainable payout ratio.
DP10.11%
EPS Next 2Y-16.38%
EPS Next 3YN/A
1INVEB.MI Yearly Income VS Free CF VS Dividend1INVEB.MI Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 100B 200B
1INVEB.MI Dividend Payout.1INVEB.MI Dividend Payout, showing the Payout Ratio.1INVEB.MI Dividend Payout.PayoutRetained Earnings

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1INVEB.MI Fundamentals: All Metrics, Ratios and Statistics

INVESTOR AB-B SHS

BIT:1INVEB (2/26/2026, 7:00:00 PM)

35.1

+1.83 (+5.5%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)01-22
Earnings (Next)07-15
Inst Owners44.43%
Inst Owner ChangeN/A
Ins Owners0.14%
Ins Owner ChangeN/A
Market Cap107.71B
Revenue(TTM)81.01B
Net Income(TTM)157.50B
Analysts75.71
Price Target34.48 (-1.77%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.54%
Yearly Dividend0.45
Dividend Growth(5Y)8.11%
DP10.11%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)16.62%
PT rev (3m)16.62%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)0%
EPS NY rev (3m)22.2%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)6.88%
Valuation
Industry RankSector Rank
PE 7.3
Fwd PE 14.41
P/S 14.21
P/FCF 60.63
P/OCF 51.94
P/B 1.37
P/tB 1.55
EV/EBITDA N/A
EPS(TTM)4.81
EY13.7%
EPS(NY)2.44
Fwd EY6.94%
FCF(TTM)0.58
FCFY1.65%
OCF(TTM)0.68
OCFY1.93%
SpS2.47
BVpS25.61
TBVpS22.71
PEG (NY)N/A
PEG (5Y)0.3
Graham Number52.65
Profitability
Industry RankSector Rank
ROA 15.98%
ROE 18.75%
ROCE 2.43%
ROIC 1.82%
ROICexc 1.9%
ROICexgc 2.12%
OM 29%
PM (TTM) 194.41%
GM 58.26%
FCFM 23.44%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3Y-4.93%
OM growth 5Y-0.27%
PM growth 3YN/A
PM growth 5Y12.59%
GM growth 3Y-0.94%
GM growth 5Y0.65%
F-Score6
Asset Turnover0.08
Health
Industry RankSector Rank
Debt/Equity 0.13
Debt/FCF 5.8
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales 3.92%
Interest Coverage -5.34
Cash Conversion N/A
Profit Quality 12.06%
Current Ratio 3.04
Quick Ratio 2.5
Altman-Z N/A
F-Score6
WACC7.35%
ROIC/WACC0.25
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)4.9%
Cap/Sales(5y)5.36%
Profit Quality(3y)14.18%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)38.98%
EPS 3YN/A
EPS 5Y24.43%
EPS Q2Q%274.59%
EPS Next Y-28.15%
EPS Next 2Y-16.38%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)2.76%
Revenue growth 3Y4.38%
Revenue growth 5Y10.52%
Sales Q2Q%0.09%
Revenue Next Year4.99%
Revenue Next 2Y4.83%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-3.63%
EBIT growth 3Y-0.76%
EBIT growth 5Y10.23%
EBIT Next Year-39.53%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-0.91%
FCF growth 3Y15.75%
FCF growth 5Y18.33%
OCF growth 1Y-6.01%
OCF growth 3Y10.09%
OCF growth 5Y15.1%

INVESTOR AB-B SHS / 1INVEB.MI FAQ

What is the ChartMill fundamental rating of INVESTOR AB-B SHS (1INVEB.MI) stock?

ChartMill assigns a fundamental rating of 5 / 10 to 1INVEB.MI.


Can you provide the valuation status for INVESTOR AB-B SHS?

ChartMill assigns a valuation rating of 4 / 10 to INVESTOR AB-B SHS (1INVEB.MI). This can be considered as Fairly Valued.


How profitable is INVESTOR AB-B SHS (1INVEB.MI) stock?

INVESTOR AB-B SHS (1INVEB.MI) has a profitability rating of 6 / 10.


Can you provide the PE and PB ratios for 1INVEB stock?

The Price/Earnings (PE) ratio for INVESTOR AB-B SHS (1INVEB.MI) is 7.3 and the Price/Book (PB) ratio is 1.37.


What is the financial health of INVESTOR AB-B SHS (1INVEB.MI) stock?

The financial health rating of INVESTOR AB-B SHS (1INVEB.MI) is 6 / 10.