Datafin

Data-driven stock analysis platform for global investors.

Sitemap
HomeScreenerValuationSector Analysis
Resources
LibraryDatafin GuideMetric MethodologyValuation MethodologiesFAQPricingWho Is Datafin?Communication
Legal
Privacy PolicyTerms of UseCookie PolicyKVKK NoticeRefund Policy
Data Sources

Financial data sourced from official regulatory filings and verified market data providers. Metrics calculated using GAAP/IFRS standards.

Disclaimer

The analyses and visuals on this site are for informational purposes only and do not constitute investment advice.

Investment decisions involve risk. Verify data independently and consult a licensed advisor when needed.

© 2026 Datafin Financial Data Analysis Systems. All rights reserved.

Last updated: April 2026

INVE-B PEER ANALYSIS

Investor AB ser. B — metric-by-metric comparison with peers and the industry median

INVE-BInvestor AB ser. B

🇸🇪 Sweden · ST · Financial Services · Asset Management

Value itDuel
PriceFinancialsPeers

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile
ValuationProfitabilityGrowthFinancial HealthDividend
INVE-BIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year
Split-adjusted
INVE-B+45.8%BLK-4.2%BX-18.1%KKR-30.3%APO-14.3%BN+7.7%
Year-to-Date (YTD)
INVE-B+23.5%BLK-4.6%BX-19.9%KKR-24.4%APO-16.9%BN-0.7%
1-Year
Split-adjusted
INVE-B+45.8%INDU-C+55.1%
Year-to-Date (YTD)
INVE-B+23.5%INDU-C+30.2%

Key Metric Comparison

P/E

Lower is better
INVE-B6.49BLK26.67BX31.67KKR32.21APO74.17BN83.78Median 19.08

ROE

Higher is better
INVE-B21.2%BLK11.9%BX37.4%KKR10.2%APO8.2%BN2.9%Median 9.4%

Net Margin

Higher is better
INVE-B80.8%BLK24.3%BX20.4%KKR14.8%APO7.2%BN1.8%Median 16.7%

Revenue Growth

Higher is better

P/E

Lower is better
INVE-B6.49INDU-C5.72Median 19.08

ROE

Higher is better
INVE-B21.2%INDU-C21.6%Median 9.4%

Net Margin

Higher is better
INVE-B80.8%INDU-C99.3%Median 16.7%

Revenue Growth

Higher is better

All Metrics

Valuation
MetricINVE-BBLKBXKKRAPOBNInd. Median
P/E6.49●26.6731.6732.2174.1783.7819.08
P/B1.26●2.9411.553.003.642.162.11
EV/EBITDA6.8616.9114.7113.76-16.52●10.3510.38
P/S——————29.06
Financial Health
MetricINVE-BBLKBXKKRAPOBNInd. Median
Current Ratio31.16●6.800.1410.060.780.823.81
Debt/Equity12.4%●26.4%169.2%179.8%71.3%571.7%18.1%
NetDebt/EBITDA0.490.501.594.57-23.74●7.350.18
Profitability
MetricINVE-BBLKBXKKRAPOBNInd. Median
Net Margin80.8%●24.3%20.4%14.8%7.2%1.8%16.7%
ROE21.2%11.9%37.4%●10.2%8.2%2.9%9.4%
ROA18.3%●4.0%6.5%0.8%0.5%0.3%2.8%
EBITDA Margin——————127.9%
Growth + Dividend
MetricINVE-BBLKBXKKRAPOBNInd. Median
Rev. Growth——————22.3%
NI Growth340.6%●-0.8%20.1%34.1%-38.0%120.2%14.6%
Div. Yield1.4%2.2%4.2%●0.8%1.8%0.4%1.4%
Payout8.4%55.7%198.8%27.6%62.0%55.3%11.6%
Valuation
MetricINVE-BINDU-CInd. Median
P/E6.495.72●19.08
P/B1.261.13●2.11
EV/EBITDA6.865.87●10.38
P/S——29.06
Financial Health
MetricINVE-BINDU-CInd. Median
Current Ratio31.16●1.943.81
Debt/Equity12.4%3.6%●18.1%
NetDebt/EBITDA0.490.17●0.18
Profitability
MetricINVE-BINDU-CInd. Median
Net Margin80.8%99.3%●16.7%
ROE21.2%21.6%●9.4%
ROA18.3%20.7%●2.8%
EBITDA Margin——127.9%
Growth + Dividend
MetricINVE-BINDU-CInd. Median
Rev. Growth——22.3%
NI Growth340.6%930.1%●14.6%
Div. Yield1.4%1.7%●1.4%
Payout8.4%8.9%11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

Go deeper on INVE-B

Run a DCF valuation

Full DCF model with editable assumptions

Start a head-to-head duel

Compare two stocks metric by metric

Filter in the stock screener

Build your own universe with 400+ metrics

Data on this page refreshes once per day. Price data as of Jul 6, 26. This content is for informational purposes only and is not investment advice.