INVESTOR AB-B SHS (1INVEB.MI) Stock Fundamental Analysis
Europe - Euronext Milan - BIT:1INVEB - SE0015811963 - Common Stock
26.435 EUR
+1.21 (+4.8%)
Overall 1INVEB gets a fundamental rating of 4 out of 10. We evaluated 1INVEB against 53 industry peers in the Financial Services industry. While 1INVEB has a great health rating, its profitability is only average at the moment. 1INVEB is valued expensive and it does not seem to be growing.
1. Profitability
1.1 Basic Checks
In the past year 1INVEB was profitable.
In the past year 1INVEB had a positive cash flow from operations.
Of the past 5 years 1INVEB 4 years were profitable.
Each year in the past 5 years 1INVEB had a positive operating cash flow.
1.2 Ratios
1INVEB has a Return On Assets (2.45%) which is comparable to the rest of the industry.
1INVEB has a Return On Equity (2.85%) which is comparable to the rest of the industry.
With a Return On Invested Capital value of 2.02%, 1INVEB is not doing good in the industry: 62.00% of the companies in the same industry are doing better.
1INVEB had an Average Return On Invested Capital over the past 3 years of 2.03%. This is significantly below the industry average of 8.63%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.45% | ||
| ROE | 2.85% | ||
| ROIC | 2.02% |
ROA(3y)5.58%
ROA(5y)10.93%
ROE(3y)6.4%
ROE(5y)12.81%
ROIC(3y)2.03%
ROIC(5y)2.12%
1.3 Margins
1INVEB has a better Profit Margin (29.22%) than 76.00% of its industry peers.
In the last couple of years the Profit Margin of 1INVEB has declined.
1INVEB has a Operating Margin of 31.40%. This is in the better half of the industry: 1INVEB outperforms 72.00% of its industry peers.
In the last couple of years the Operating Margin of 1INVEB has declined.
Looking at the Gross Margin, with a value of 58.83%, 1INVEB is in line with its industry, outperforming 60.00% of the companies in the same industry.
1INVEB's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 31.4% | ||
| PM (TTM) | 29.22% | ||
| GM | 58.83% |
OM growth 3Y-9.17%
OM growth 5Y-4.87%
PM growth 3Y-26.49%
PM growth 5Y-2.27%
GM growth 3Y-3.62%
GM growth 5Y-0.88%
2. Health
2.1 Basic Checks
1INVEB has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
Compared to 1 year ago, 1INVEB has about the same amount of shares outstanding.
Compared to 5 years ago, 1INVEB has about the same amount of shares outstanding.
Compared to 1 year ago, 1INVEB has an improved debt to assets ratio.
2.2 Solvency
1INVEB has an Altman-Z score of 5.40. This indicates that 1INVEB is financially healthy and has little risk of bankruptcy at the moment.
1INVEB has a better Altman-Z score (5.40) than 84.00% of its industry peers.
The Debt to FCF ratio of 1INVEB is 5.03, which is a neutral value as it means it would take 1INVEB, 5.03 years of fcf income to pay off all of its debts.
1INVEB has a Debt to FCF ratio of 5.03. This is in the better half of the industry: 1INVEB outperforms 64.00% of its industry peers.
A Debt/Equity ratio of 0.12 indicates that 1INVEB is not too dependend on debt financing.
1INVEB has a Debt to Equity ratio of 0.12. This is in the better half of the industry: 1INVEB outperforms 70.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.12 | ||
| Debt/FCF | 5.03 | ||
| Altman-Z | 5.4 |
ROIC/WACC0.34
WACC5.98%
2.3 Liquidity
A Current Ratio of 2.98 indicates that 1INVEB has no problem at all paying its short term obligations.
Looking at the Current ratio, with a value of 2.98, 1INVEB belongs to the top of the industry, outperforming 82.00% of the companies in the same industry.
A Quick Ratio of 2.42 indicates that 1INVEB has no problem at all paying its short term obligations.
1INVEB has a better Quick ratio (2.42) than 82.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.98 | ||
| Quick Ratio | 2.42 |
3. Growth
3.1 Past
The earnings per share for 1INVEB have decreased strongly by -87.10% in the last year.
1INVEB shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 2.26% yearly.
1INVEB shows a small growth in Revenue. In the last year, the Revenue has grown by 3.97%.
The Revenue has been growing slightly by 4.67% on average over the past years.
EPS 1Y (TTM)-87.1%
EPS 3Y-20.79%
EPS 5Y2.26%
EPS Q2Q%-30.51%
Revenue 1Y (TTM)3.97%
Revenue growth 3Y7.75%
Revenue growth 5Y4.67%
Sales Q2Q%25.04%
3.2 Future
The Earnings Per Share is expected to grow by 7.68% on average over the next years.
1INVEB is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 3.65% yearly.
EPS Next Y-34.32%
EPS Next 2Y5.95%
EPS Next 3Y7.68%
EPS Next 5YN/A
Revenue Next Year2.92%
Revenue Next 2Y1.93%
Revenue Next 3Y3.65%
Revenue Next 5YN/A
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
With a Price/Earnings ratio of 38.31, 1INVEB can be considered very expensive at the moment.
Based on the Price/Earnings ratio, 1INVEB is valued a bit more expensive than the industry average as 60.00% of the companies are valued more cheaply.
When comparing the Price/Earnings ratio of 1INVEB to the average of the S&P500 Index (26.46), we can say 1INVEB is valued slightly more expensively.
1INVEB is valuated correctly with a Price/Forward Earnings ratio of 13.65.
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 36.10, 1INVEB is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 38.31 | ||
| Fwd PE | 13.65 |
4.2 Price Multiples
Compared to the rest of the industry, the Price/Free Cash Flow ratio of 1INVEB indicates a slightly more expensive valuation: 1INVEB is more expensive than 64.00% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 45.35 | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)16.95
EPS Next 2Y5.95%
EPS Next 3Y7.68%
5. Dividend
5.1 Amount
1INVEB has a Yearly Dividend Yield of 1.79%. Purely for dividend investing, there may be better candidates out there.
1INVEB's Dividend Yield is comparable with the industry average which is at 3.43.
1INVEB's Dividend Yield is slightly below the S&P500 average, which is at 2.32.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.79% |
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
64.90% of the earnings are spent on dividend by 1INVEB. This is not a sustainable payout ratio.
The dividend of 1INVEB is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP64.9%
EPS Next 2Y5.95%
EPS Next 3Y7.68%
BIT:1INVEB (8/26/2025, 7:00:00 PM)
26.435
+1.21 (+4.8%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)
Earnings (Next)
Inst Owners44.42%
Inst Owner ChangeN/A
Ins Owners0.15%
Ins Owner ChangeN/A
Market Cap81.12B
Revenue(TTM)79.97B
Net Income(TTM)23.37B
Analysts75.38
Price Target29.37 (11.1%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.79% |
Yearly Dividend0.44
Dividend Growth(5Y)8.11%
DP64.9%
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)4.43%
PT rev (3m)-5.69%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)184.39%
EPS NY rev (3m)184.39%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)-3.54%
Revenue NY rev (3m)-4.05%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 38.31 | ||
| Fwd PE | 13.65 | ||
| P/S | 11.16 | ||
| P/FCF | 45.35 | ||
| P/OCF | 36.76 | ||
| P/B | 1.09 | ||
| P/tB | 1.25 | ||
| EV/EBITDA | N/A |
EPS(TTM)0.69
EY2.61%
EPS(NY)1.94
Fwd EY7.33%
FCF(TTM)0.58
FCFY2.21%
OCF(TTM)0.72
OCFY2.72%
SpS2.37
BVpS24.27
TBVpS21.16
PEG (NY)N/A
PEG (5Y)16.95
Graham NumberN/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.45% | ||
| ROE | 2.85% | ||
| ROCE | 2.69% | ||
| ROIC | 2.02% | ||
| ROICexc | 2.09% | ||
| ROICexgc | 2.37% | ||
| OM | 31.4% | ||
| PM (TTM) | 29.22% | ||
| GM | 58.83% | ||
| FCFM | 24.61% |
ROA(3y)5.58%
ROA(5y)10.93%
ROE(3y)6.4%
ROE(5y)12.81%
ROIC(3y)2.03%
ROIC(5y)2.12%
ROICexc(3y)2.11%
ROICexc(5y)2.2%
ROICexgc(3y)2.43%
ROICexgc(5y)2.52%
ROCE(3y)2.71%
ROCE(5y)2.82%
ROICexgc growth 3Y-7.35%
ROICexgc growth 5Y-12.44%
ROICexc growth 3Y-7.36%
ROICexc growth 5Y-12.06%
OM growth 3Y-9.17%
OM growth 5Y-4.87%
PM growth 3Y-26.49%
PM growth 5Y-2.27%
GM growth 3Y-3.62%
GM growth 5Y-0.88%
F-Score6
Asset Turnover0.08
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.12 | ||
| Debt/FCF | 5.03 | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | 5.75% | ||
| Interest Coverage | -5.52 | ||
| Cash Conversion | N/A | ||
| Profit Quality | 84.22% | ||
| Current Ratio | 2.98 | ||
| Quick Ratio | 2.42 | ||
| Altman-Z | 5.4 |
F-Score6
WACC5.98%
ROIC/WACC0.34
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)5.63%
Cap/Sales(5y)5.71%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-87.1%
EPS 3Y-20.79%
EPS 5Y2.26%
EPS Q2Q%-30.51%
EPS Next Y-34.32%
EPS Next 2Y5.95%
EPS Next 3Y7.68%
EPS Next 5YN/A
Revenue 1Y (TTM)3.97%
Revenue growth 3Y7.75%
Revenue growth 5Y4.67%
Sales Q2Q%25.04%
Revenue Next Year2.92%
Revenue Next 2Y1.93%
Revenue Next 3Y3.65%
Revenue Next 5YN/A
EBIT growth 1Y11.98%
EBIT growth 3Y-2.13%
EBIT growth 5Y-0.43%
EBIT Next Year-105.49%
EBIT Next 3Y-2%
EBIT Next 5YN/A
FCF growth 1Y21.44%
FCF growth 3Y22.37%
FCF growth 5Y9.01%
OCF growth 1Y24.41%
OCF growth 3Y18.27%
OCF growth 5Y10.15%
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.
What is the valuation status for 1INVEB stock?
ChartMill assigns a valuation rating of 2 / 10 to INVESTOR AB-B SHS (1INVEB.MI). This can be considered as Overvalued.
How profitable is INVESTOR AB-B SHS (1INVEB.MI) stock?
INVESTOR AB-B SHS (1INVEB.MI) has a profitability rating of 5 / 10.
What are the PE and PB ratios of INVESTOR AB-B SHS (1INVEB.MI) stock?
The Price/Earnings (PE) ratio for INVESTOR AB-B SHS (1INVEB.MI) is 38.31 and the Price/Book (PB) ratio is 1.09.
Can you provide the expected EPS growth for 1INVEB stock?
The Earnings per Share (EPS) of INVESTOR AB-B SHS (1INVEB.MI) is expected to decline by -34.32% in the next year.