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

BIT:1INVEB • SE0015811963

33.27 EUR
+2.6 (+8.46%)
Last: Feb 2, 2026, 07:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership
Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to 1INVEB. 1INVEB was compared to 59 industry peers in the Financial Services industry. Both the profitability and the financial health of 1INVEB get a neutral evaluation. Nothing too spectacular is happening here. 1INVEB is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

5

1. Profitability

1.1 Basic Checks

  • 1INVEB had positive earnings in the past year.
  • In the past year 1INVEB had a positive cash flow from operations.
  • 1INVEB had positive earnings in 4 of the past 5 years.
  • Each year in the past 5 years 1INVEB had a positive operating cash flow.
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 0 100B 200B

1.2 Ratios

  • The Return On Assets of 1INVEB (2.37%) is better than 61.02% of its industry peers.
  • With a Return On Equity value of 2.78%, 1INVEB perfoms like the industry average, outperforming 50.85% of the companies in the same industry.
  • 1INVEB's Return On Invested Capital of 1.95% is in line compared to the rest of the industry. 1INVEB outperforms 45.76% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for 1INVEB is significantly below the industry average of 9.72%.
Industry RankSector Rank
ROA 2.37%
ROE 2.78%
ROIC 1.95%
ROA(3y)5.58%
ROA(5y)10.93%
ROE(3y)6.4%
ROE(5y)12.81%
ROIC(3y)2.03%
ROIC(5y)2.12%
1INVEB.MI Yearly ROA, ROE, ROIC1INVEB.MI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 -10 20 30

1.3 Margins

  • Looking at the Profit Margin, with a value of 29.22%, 1INVEB belongs to the top of the industry, outperforming 81.36% of the companies in the same industry.
  • 1INVEB's Profit Margin has declined in the last couple of years.
  • 1INVEB's Operating Margin of 31.40% is fine compared to the rest of the industry. 1INVEB outperforms 77.97% of its industry peers.
  • 1INVEB's Operating Margin has declined in the last couple of years.
  • 1INVEB has a Gross Margin (58.83%) which is in line with its industry peers.
  • In the last couple of years the Gross Margin of 1INVEB has remained more or less at the same level.
Industry RankSector 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%
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 0 100 -100 200 300

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6

2. Health

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), 1INVEB is destroying value.
  • 1INVEB has about the same amout of shares outstanding than it did 1 year ago.
  • The number of shares outstanding for 1INVEB remains at a similar level compared to 5 years ago.
  • Compared to 1 year ago, 1INVEB has an improved debt to assets ratio.
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 5.60, which is a neutral value as it means it would take 1INVEB, 5.60 years of fcf income to pay off all of its debts.
  • 1INVEB's Debt to FCF ratio of 5.60 is fine compared to the rest of the industry. 1INVEB outperforms 66.10% of its industry peers.
  • 1INVEB has a Debt/Equity ratio of 0.13. This is a healthy value indicating a solid balance between debt and equity.
  • 1INVEB has a Debt to Equity ratio of 0.13. This is in the better half of the industry: 1INVEB outperforms 74.58% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.13
Debt/FCF 5.6
Altman-Z N/A
ROIC/WACC0.31
WACC6.3%
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 200B 400B 600B 800B

2.3 Liquidity

  • 1INVEB has a Current Ratio of 3.04. This indicates that 1INVEB is financially healthy and has no problem in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 3.04, 1INVEB belongs to the top of the industry, outperforming 81.36% 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 better Quick ratio (2.50) than 83.05% 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

4

3. Growth

3.1 Past

  • 1INVEB shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -65.66%.
  • The Earnings Per Share has been growing slightly by 2.26% on average over the past years.
  • 1INVEB shows a small growth in Revenue. In the last year, the Revenue has grown by 4.70%.
  • 1INVEB shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 4.67% yearly.
EPS 1Y (TTM)-65.66%
EPS 3Y-20.79%
EPS 5Y2.26%
EPS Q2Q%366.99%
Revenue 1Y (TTM)4.7%
Revenue growth 3Y7.75%
Revenue growth 5Y4.67%
Sales Q2Q%6.17%

3.2 Future

  • Based on estimates for the next years, 1INVEB will show a quite strong growth in Earnings Per Share. The EPS will grow by 10.11% on average per year.
  • Based on estimates for the next years, 1INVEB will show a small growth in Revenue. The Revenue will grow by 5.15% on average per year.
EPS Next Y90.92%
EPS Next 2Y17.12%
EPS Next 3Y10.11%
EPS Next 5YN/A
Revenue Next Year5.78%
Revenue Next 2Y5.38%
Revenue Next 3Y5.15%
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 stable.
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 20B 40B 60B
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 10 20 30

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4

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 15.33, 1INVEB is valued correctly.
  • 1INVEB's Price/Earnings ratio is in line with the industry average.
  • When comparing the Price/Earnings ratio of 1INVEB to the average of the S&P500 Index (27.97), we can say 1INVEB is valued slightly cheaper.
  • Based on the Price/Forward Earnings ratio of 13.50, the valuation of 1INVEB can be described as correct.
  • 1INVEB's Price/Forward Earnings is on the same level as the industry average.
  • 1INVEB's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.96.
Industry RankSector Rank
PE 15.33
Fwd PE 13.5
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

  • 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 66.10% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 54.82
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

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
PEG (NY)0.17
PEG (5Y)6.78
EPS Next 2Y17.12%
EPS Next 3Y10.11%

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

4

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 1.50%, 1INVEB has a reasonable but not impressive dividend return.
  • 1INVEB's Dividend Yield is comparable with the industry average which is at 2.15.
  • 1INVEB's Dividend Yield is comparable with the S&P500 average which is at 1.79.
Industry RankSector Rank
Dividend Yield 1.5%

5.2 History

  • On average, the dividend of 1INVEB grows each year by 8.11%, which is quite nice.
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.
  • 1INVEB's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP64.9%
EPS Next 2Y17.12%
EPS Next 3Y10.11%
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 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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INVESTOR AB-B SHS

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

33.27

+2.6 (+8.46%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)07-17
Earnings (Next)01-22
Inst Owners44.14%
Inst Owner ChangeN/A
Ins Owners0.14%
Ins Owner ChangeN/A
Market Cap102.10B
Revenue(TTM)80.99B
Net Income(TTM)23.37B
Analysts73.33
Price Target31.15 (-6.37%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.5%
Yearly Dividend0.45
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)6.06%
PT rev (3m)6.06%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)190.7%
EPS NY rev (3m)190.7%
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)2.78%
Revenue NY rev (3m)2.78%
Valuation
Industry RankSector Rank
PE 15.33
Fwd PE 13.5
P/S 13.49
P/FCF 54.82
P/OCF 44.44
P/B 1.28
P/tB 1.45
EV/EBITDA N/A
EPS(TTM)2.17
EY6.52%
EPS(NY)2.46
Fwd EY7.41%
FCF(TTM)0.61
FCFY1.82%
OCF(TTM)0.75
OCFY2.25%
SpS2.47
BVpS25.9
TBVpS22.97
PEG (NY)0.17
PEG (5Y)6.78
Graham Number35.56
Profitability
Industry RankSector Rank
ROA 2.37%
ROE 2.78%
ROCE 2.6%
ROIC 1.95%
ROICexc 1.95%
ROICexgc 2.16%
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-Score7
Asset Turnover0.08
Health
Industry RankSector Rank
Debt/Equity 0.13
Debt/FCF 5.6
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 3.04
Quick Ratio 2.5
Altman-Z N/A
F-Score7
WACC6.3%
ROIC/WACC0.31
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)-65.66%
EPS 3Y-20.79%
EPS 5Y2.26%
EPS Q2Q%366.99%
EPS Next Y90.92%
EPS Next 2Y17.12%
EPS Next 3Y10.11%
EPS Next 5YN/A
Revenue 1Y (TTM)4.7%
Revenue growth 3Y7.75%
Revenue growth 5Y4.67%
Sales Q2Q%6.17%
Revenue Next Year5.78%
Revenue Next 2Y5.38%
Revenue Next 3Y5.15%
Revenue Next 5YN/A
EBIT growth 1Y11.98%
EBIT growth 3Y-2.13%
EBIT growth 5Y-0.43%
EBIT Next Year-6.23%
EBIT Next 3Y2.76%
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.


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 5 / 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 15.33 and the Price/Book (PB) ratio is 1.28.


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.