INVE-B.ST · Intrinsic value
Is Investor AB (publ) (INVE-B.ST) overvalued or undervalued?
Investor AB (publ) (INVE-B.ST) trades at the delayed market price of SEK 418.90 a share. That price already implies revenue growth of −4.0% a year for 5 years. TickerWorth's fair value is SEK 405.16 a share (priced within our range of SEK 299.72 – SEK 435.97). We do not call it over- or undervalued from inside our range.
Model by Miraaj Patel · generated from market data · Updated Oct 19, 2026 · How these pages are made
Is INVE-B.ST fairly valued?
- Fair value
- SEK 405.16
- Market price
- SEK 418.90
- Downside to fair value
- 3.3%
- Verdict
- Priced within our range of SEK 299.72 – SEK 435.97
Reverse DCF: Today's price implies revenue growth of −4.0% a year for 5 years; our model assumes −3.1% a year on average over the same horizon.
What is INVE-B.ST's TickerWorth Score?
Cheap against our estimate — but a weaker business
Compared with Financial Services companies in Europe
Its strongest point: trades below our estimate of what it's worth. Its weakest: growth is slow or negative.
- Value · 79 of 100
Cheaper than 79% of Financial Services companies in Europe
- Price vs worth · 100 of 100
- Quality · 85 of 100
More profitable than 85% of Financial Services companies in Europe
- Financial health · 44 of 100
Financially stronger than 44% of Financial Services companies in Europe
- Growth · 0 of 100
Growing faster than almost none of the Financial Services companies in Europe
- Momentum · 91 of 100
Outperformed 91% of Financial Services companies in Europe over the past year
Confidence: Medium confidence · Scored
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INVE-B.ST DCF valuation, input by input
TickerWorth's fair value for Investor AB (publ) (INVE-B.ST) is SEK 405.16 a share, against the delayed market price of SEK 418.90 (priced within our range of SEK 299.72 – SEK 435.97). We do not call it over- or undervalued from inside our range. It is a model estimate, and every input behind it is sourced below. This is an educational model, not a price target or a recommendation.
Read the full reasoning
One of the lenses behind that blended figure is a discounted-cash-flow model, which on its own values INVE-B.ST at about 428.05 per share. The rest of this page walks through that DCF — its assumptions, reverse-DCF and discount-rate sensitivity — because it is the auditable anchor of the blend.
The valuation discounts Investor AB (publ)'s projected free cash flows at a weighted-average cost of capital (WACC) of 8.5%, with a long-run terminal growth rate of 2.5%. About 75% of the enterprise value comes from the terminal value — the portion beyond the explicit forecast window — which is typical for a stable, cash-generative business and a reminder that small changes in the discount rate or terminal growth assumption swing the intrinsic value meaningfully.
Running the DCF in reverse — solving for the growth the current price already assumes — the market is implying roughly -4.0% annual revenue growth for INVE-B.ST. Our base case instead compounds to about -3.1% a year over the same forecast, so the market's implied growth is broadly in line with our base case. The reverse-DCF is a quick sanity check: it reframes 'is this stock cheap?' as 'do I believe the growth the price requires?' rather than arguing over a single point estimate of fair value.
Sensitivity matters more than any single number. Across a reasonable band of discount-rate assumptions, INVE-B.ST's modeled DCF value ranges from about 302.95 to 732.34 per share. If that range still sits below today's price, the market is optimistic relative to the model across the whole band; if it brackets the price, the stock is roughly fairly valued on our assumptions. Use the interactive slider to see exactly where your own cost-of-capital view lands.
How to read this page: the DCF fair value is what Investor AB (publ) would be worth if its cash flows grow as modeled and are discounted at the stated WACC. The assumptions table shows every input and its source; the reverse-DCF shows what the market believes; the sensitivity band shows how fragile the answer is. None of this is investment advice — it is a transparent, auditable framework for forming your own view of INVE-B.ST's intrinsic value. Figures update as new filings and prices come in.
Every input behind INVE-B.ST's DCF
| Input | Value |
|---|---|
| Base-year revenueLive feed — totalRevenue (TTM) | 282,392,990,000 |
| Base EBIT marginComputed — trailing operatingMargins, held roughly flat | 48.5% |
| Forecast revenue growthESTIMATEAssumption — TickerWorth's 5-year explicit forecast | -10% → -6% → -3% → 0% → 4% |
| Risk-free rateLive feed — US 10-year Treasury yield (^TNX) | 5.1% |
| BetaLive feed — yfinance, 5-year monthly beta vs the S&P 500 (clamped to 0.4–2.5) | 0.76 |
| Terminal growthESTIMATEAssumption — TickerWorth house default 2.5%, held below WACC | 2.5% |
| Diluted sharesLive feed — sharesOutstanding | 3,064M |
| Market priceDelayed quote · as of 2026-10-19 17:02 UTC | 418.90 |
Change INVE-B.ST's assumptions
The discount-rate dial and the editable model
ProChange growth, margin and WACC yourself — Pro (7-day free trial, card required).
What does Investor AB (publ) do?
What does it do?
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. It operates in the Asset Management industry (Financial Services sector), headquartered in Sweden. The company employs roughly 21,260 people.
How does it make money?
The business turns 282.4B in annual revenue into profit. Out of every $100 of sales, about $49 is left as operating profit (operating margin of 48.5%), after a 88% gross margin on the products/services it sells. After all costs, taxes and interest, 76.0% of revenue becomes bottom-line net profit.
Is it financially healthy?
Financially it looks mixed: carries modest debt (0.1× equity), comfortably covers its short-term bills (2.1× current ratio), and is currently profitable.
INVE-B.ST insider trading
Insider filings are available for US-listed companies only.
Common questions
What is INVE-B.ST's intrinsic value?
TickerWorth's blended fair value for Investor AB (publ) (INVE-B.ST) is SEK 405.16 per share, versus a market price of SEK 418.90 (priced within our range of SEK 299.72 – SEK 435.97).
Is INVE-B.ST overvalued or undervalued?
Priced within our range of SEK 299.72 – SEK 435.97 at SEK 418.90. We don't call INVE-B.ST overvalued or undervalued from a range. This is an educational estimate, not advice.
What discount rate is used for INVE-B.ST?
A WACC of 8.5% and a terminal growth rate of 2.5%.
Is Investor AB (publ) stock undervalued?
TickerWorth's fair value for Investor AB (publ) (INVE-B.ST) is SEK 405.16 against a market price of SEK 418.90. Our read: Priced within our range of SEK 299.72 – SEK 435.97. This is a model estimate, not investment advice.
Investor AB (publ) (INVE-B.ST) DCF valuation and fair value
Our fair value for Investor AB (publ) (INVE-B.ST) is SEK 405.16, built on a 8.5% discount rate (WACC) and 2.5% terminal growth. It blends our discounted-cash-flow model with other valuation lenses. Every assumption is listed on this page with its source.
What growth is priced into Investor AB (publ) stock?
Today's price implies revenue growth of −4.0% a year for 5 years; our model assumes −3.1% a year on average over the same horizon. This is a reverse DCF: it holds our cash-flow model's other inputs and solves for the revenue growth that makes the model equal today's price of SEK 418.90. A model estimate, not investment advice.
Investor AB (publ) (INVE-B.ST) insider trading
We have no recent SEC Form 4 insider filings on file for Investor AB (publ) (INVE-B.ST). Form 4 covers US-listed companies only.
Not investment advice. TickerWorth Score is a model output.
Educational tool. Every output reflects the assumptions shown — not a prediction and not investment advice. TickerWorth is not a licensed investment adviser, and these figures are estimates from public filings and market data that can be wrong.