ERIE vs IVSXF: Earnings, Dividends & Valuation

Erie Indemnity Company ERIE | NASDAQ

$274.76 $0.00 | 0.00%

Dividend Safety RatingUnlock

Market Cap: $12.77 B

PE Ratio: 24.93

52-Week Range: $204.63 - $301.61

7.8-year Total Return: +119.1%

Dividend Yield (FWD): 2.13%

Investor AB (publ) IVSXF | OTC

$41.45 $0.00 | 0.00%

Dividend Safety RatingUnlock

Market Cap: $12.64 B

PE Ratio: 5.67

52-Week Range: $32.5 - $43.5

7.8-year Total Return: +2.5%

Dividend Yield (FWD): 0.86%

7.8-year Total Returns with DRIP & Price Chart for ERIE and IVSXF

1Y 2Y 5Y 10Y All

7.8-yr Total Returns ERIE vs IVSXF

	ERIE	IVSXF
Initial Balance	$10,000	$10,000
Initial Price	$146.38	$43.51
Initial Shares	68.32	229.83

Total Dividends	$2,838	$522
Last Dividend	$1.4625	$0.1772
Estimated Divs	$117 / quarter	$44 / 6 months
Yield-on-Cost	4%	0.81%
End Shares	79.75 (+11.43)	247.4 (+17.57)
Last Shares Price	$274.76	$41.45
Total End Value	$21,912	$10,255
Total Return	+119.1%	+2.5%
Comparison start date: Jan 31, 2019

ERIE & IVSXF Dividend Charts

Dividend Payments & Yield - ERIE

ERIE Dividend CAGR:1Y: 7.14%2Y: 7.10%5Y: 5.67%10Y: 6.45%

Dividend Payments & Yield - IVSXF

IVSXF Dividend CAGR:1Y: 16.42%2Y: 25.76%5Y: 310.03%10Y: 69.95%

Dividend Payout Ratio - ERIE

Dividend Payout Ratio - IVSXF

Dividend to Free Cash Flow (FCF) Ratio - ERIE

Dividend to Free Cash Flow (FCF) Ratio - IVSXF

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Fundamentals: Revenue, Earnings, Cash Flow, EBITDA & Shares Outstanding:

IVSXF reports in SEK. These charts show U.S. dollars, converted from SEK at each quarter’s closing rate (quarters that are still estimates use the latest rate). Click “Show SEK” to see the numbers as filed.

ERIE - Revenue

ERIE Revenue CAGR:1Y: -17.96%2Y: 3.44%5Y: 8.59%10Y: 9.69%

IVSXF - RevenueShow SEK

IVSXF Revenue CAGR:1Y: -63.29%2Y: 5.43%5Y: -6.99%10Y: -4.02%

ERIE - Earnings Per Share (EPS)

ERIE EPS CAGR:1Y: -0.57%2Y: 6.64%5Y: 15.14%10Y: 12.31%

IVSXF - Earnings Per Share (EPS)Show SEK

IVSXF EPS CAGR:1Y: -80.76%2Y: -2.80%5Y: -17.31%10Y: -10.50%

ERIE - Net Income

ERIE Net Income CAGR:1Y: -0.47%2Y: 6.71%5Y: 15.07%10Y: 12.24%

IVSXF - Net IncomeShow SEK

IVSXF Net Income CAGR:1Y: -81.29%2Y: -2.79%5Y: -17.33%10Y: -10.50%

ERIE - EBITDA

ERIE EBITDA CAGR:1Y: -7.33%2Y: 12.76%5Y: 15.11%10Y: 10.39%

IVSXF - EBITDAShow SEK

IVSXF EBITDA CAGR:1Y: -79.69%2Y: 1.39%5Y: -15.51%10Y: -9.65%

ERIE - Free Cash Flow

ERIE Free Cash Flow CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%

IVSXF - Free Cash FlowShow SEK

IVSXF Free Cash Flow CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%

ERIE - Free Cash Flow / Share

ERIE Free Cash Flow / Share CAGR:1Y: 1.35%2Y: 3.98%5Y: 10.67%10Y: 14.49%

IVSXF - Free Cash Flow / ShareShow SEK

IVSXF Free Cash Flow / Share CAGR:1Y: 169.46%2Y: 22.74%5Y: 0.00%10Y: 0.00%

ERIE - Shares Outstanding

ERIE Shares Outstanding CAGR:1Y: -0.01%2Y: -0.01%5Y: 0.00%10Y: -1.12%

IVSXF - Shares Outstanding

IVSXF Shares Outstanding CAGR:1Y: -6.09%2Y: -68.47%5Y: -36.97%10Y: -20.60%

ERIE - Stock-Based Comp

ERIE Stock-Based Comp CAGR:1Y: N/A2Y: -100.00%5Y: N/A10Y: N/A

IVSXF - Stock-Based CompShow SEK

IVSXF Stock-Based Comp CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A

ERIE - Expenses

ERIE Expenses CAGR:1Y: -43.65%2Y: -33.70%5Y: -4.15%10Y: -9.98%

IVSXF - ExpensesShow SEK

IVSXF Expenses CAGR:1Y: 130.29%2Y: 3.27%5Y: 3.16%10Y: 6.02%

Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:

ERIE - REVENUE: Actual + Estimates

ERIE Actual Revenue CAGR:1Y: -17.96%2Y: 3.44%5Y: 8.59%10Y: 9.69%

IVSXF - REVENUE: Actual + EstimatesShow SEK

IVSXF Actual Revenue CAGR:1Y: -63.29%2Y: 5.43%5Y: -6.99%10Y: -4.02%

ERIE - EPS: Actual + Estimates

ERIE Actual EPS CAGR:1Y: -0.57%2Y: 6.64%5Y: 15.14%10Y: 12.31%

IVSXF - EPS: Actual + EstimatesShow SEK

IVSXF Actual EPS CAGR:1Y: -80.76%2Y: -2.80%5Y: -17.31%10Y: -10.50%

ERIE - NET INCOME: Actual + Estimates

ERIE Actual Net Income CAGR:1Y: -0.47%2Y: 6.71%5Y: 15.07%10Y: 12.24%

IVSXF - NET INCOME: Actual + EstimatesShow SEK

IVSXF Actual Net Income CAGR:1Y: -81.29%2Y: -2.79%5Y: -17.33%10Y: -10.50%

ERIE - EBITDA: Actual + Estimates

ERIE Actual EBITDA CAGR:1Y: -7.33%2Y: 12.76%5Y: 15.11%10Y: 10.39%

IVSXF - EBITDA: Actual + EstimatesShow SEK

IVSXF Actual EBITDA CAGR:1Y: -79.69%2Y: 1.39%5Y: -15.51%10Y: -9.65%

Ratios, Profit Margins & Return on Capital:

ERIE - Net Profit Margin

ERIE Net Profit Margin CAGR:1Y: -0.70%2Y: 3.17%5Y: 5.95%10Y: 2.32%

IVSXF - Net Profit Margin

IVSXF Net Profit Margin CAGR:1Y: -24.61%2Y: 11.91%5Y: -3.96%10Y: -3.07%

ERIE - Gross Profit Margin

ERIE Gross Profit Margin CAGR:1Y: 8.21%2Y: 3.73%5Y: 3.48%10Y: -12.72%

IVSXF - Gross Profit Margin

IVSXF Gross Profit Margin CAGR:1Y: -39.59%2Y: -12.65%5Y: -11.82%10Y: -4.76%

ERIE - Price to Earnings

IVSXF - Price to Earnings

ERIE - Price To Sales Ratio

IVSXF - Price To Sales Ratio

ERIE - Return on Capital Employed

IVSXF - Return on Capital Employed

ERIE - Return on Invested Capital

IVSXF - Return on Invested Capital

Combined Charts: Earnings, Cash Flow, Valuation, Cash & Debt:

ERIE - EPS vs PE Ratio

IVSXF - EPS vs PE RatioShow SEK

ERIE - FCF vs FCF/Share

IVSXF - FCF vs FCF/ShareShow SEK

ERIE - EPS vs FCF per Share

IVSXF - EPS vs FCF per ShareShow SEK

ERIE - FCF vs Stock Based Comp

IVSXF - FCF vs Stock Based CompShow SEK

ERIE - Revenue vs Net Income

IVSXF - Revenue vs Net IncomeShow SEK

ERIE - Cash & Debt

IVSXF - Cash & DebtShow SEK

Dividend History Tables

ERIE Dividends Info:

Estimated Annual Dividend: $5.85

Forward Yield: 2.13%

Ex-Dividend Date: 2026-10-05

Lifetime Dividends / Share: $78.68

ERIE Dividend History: Dates, Payments & Yield list

Below is a schedule of all ERIE dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date	Payment Date	Amount	Yield	Forward Yield	Price on Ex-Date
10/05/2026	10/07/2026	$1.463	2.64%	2.69%	$217.77
07/07/2026	07/09/2026	$1.463	2.28%	2.36%	$247.81
04/07/2026	04/09/2026	$1.463	2.35%	2.27%	$257.25
01/06/2026	01/08/2026	$1.463	2.05%	2.05%	$285.36
10/06/2025	10/08/2025	$1.365	1.73%	1.67%	$327.70
07/08/2025	07/10/2025	$1.365	1.6%	1.55%	$351.40
04/07/2025	04/09/2025	$1.365	1.43%	1.36%	$402.00
01/07/2025	01/09/2025	$1.365	1.36%	1.45%	$377.70
10/07/2024	10/09/2024	$1.275	0.98%	0.96%	$532.60
07/08/2024	07/23/2024	$1.280	1.39%	1.32%	$388.20
07/09/2024	07/11/2024	$1.275	1.43%	1.41%	$362.47
04/08/2024	04/10/2024	$1.275	1.28%	1.3%	$393.36
01/05/2024	01/08/2024	$1.275	1.55%	1.55%	$328.94
10/04/2023	10/06/2023	$1.190	1.58%	1.57%	$303.61
07/05/2023	07/07/2023	$1.190	2.31%	2.32%	$205.44
04/04/2023	04/06/2023	$1.190	2.08%	2.05%	$232.25
01/04/2023	01/06/2023	$1.190	1.97%	1.9%	$250.98
10/04/2022	10/20/2022	$1.110	1.9%	1.9%	$234.11
07/05/2022	07/20/2022	$1.110	2.29%	2.3%	$192.72
04/04/2022	04/20/2022	$1.110	2.48%	2.48%	$178.94
01/04/2022	01/20/2022	$1.110	2.32%	2.53%	$175.33
10/04/2021	10/20/2021	$1.035	2.29%	2.08%	$198.71
07/02/2021	07/20/2021	$1.035	2.16%	2.24%	$184.55
04/05/2021	04/20/2021	$1.035	1.86%	1.86%	$223.15
01/04/2021	01/20/2021	$1.035	1.72%	1.71%	$242.66
12/18/2020	12/29/2020	$2.000	3.23%	3.3%	$242.09
10/02/2020	10/20/2020	$0.965	1.81%	1.72%	$224.95
07/06/2020	07/21/2020	$0.965	2.02%	1.87%	$206.07
04/03/2020	04/21/2020	$0.965	2.35%	2.18%	$177.41
01/06/2020	01/22/2020	$0.965	2.3%	2.3%	$167.57
10/04/2019	10/22/2019	$0.900	1.98%	1.93%	$186.38
07/08/2019	07/23/2019	$0.900	1.36%	1.35%	$266.00
04/05/2019	04/23/2019	$0.900	2.06%	1.99%	$181.02
01/07/2019	01/23/2019	$0.900	0%	2.46%	$146.38
10/05/2018	10/23/2018	$0.840	0%	2.3%	$146.38
07/05/2018	07/20/2018	$0.840	0%	2.3%	$146.38
04/05/2018	04/20/2018	$0.840	0%	2.3%	$146.38
01/05/2018	01/23/2018	$0.840	0%	2.3%	$146.38
10/04/2017	10/20/2017	$0.783	0%	2.14%	$146.38
07/03/2017	07/20/2017	$0.783	0%	2.14%	$146.38
04/03/2017	04/20/2017	$0.783	0%	2.14%	$146.38
01/03/2017	01/20/2017	$0.783	0%	2.14%	$146.38
10/03/2016	10/20/2016	$0.730	0%	1.99%	$146.38
07/01/2016	07/20/2016	$0.730	0%	1.99%	$146.38
04/04/2016	04/20/2016	$0.730	0%	1.99%	$146.38
12/31/2015	01/20/2016	$0.730	0%	1.99%	$146.38
10/01/2015	10/20/2015	$0.681	0%	1.86%	$146.38
07/02/2015	07/21/2015	$0.681	0%	1.86%	$146.38
04/02/2015	04/21/2015	$0.681	0%	1.86%	$146.38
01/02/2015	01/21/2015	$0.681	0%	1.86%	$146.38
09/30/2014	10/17/2014	$0.635	0%	1.74%	$146.38
07/01/2014	07/18/2014	$0.635	0%	1.74%	$146.38
04/03/2014	04/22/2014	$0.635	0%	1.74%	$146.38
01/03/2014	01/22/2014	$0.635	0%	1.74%	$146.38
10/02/2013	10/18/2013	$0.593	0%	1.62%	$146.38
07/02/2013	07/19/2013	$0.593	0%	1.62%	$146.38
04/03/2013	04/19/2013	$0.593	0%	1.62%	$146.38
12/05/2012	12/21/2012	$2.593	0%	7.09%	$146.38
10/03/2012	10/19/2012	$0.553	0%	1.51%	$146.38
07/03/2012	07/20/2012	$0.553	0%	1.51%	$146.38
04/03/2012	04/20/2012	$0.553	0%	1.51%	$146.38
01/03/2012	01/20/2012	$0.553	0%	1.51%	$146.38
10/04/2011	10/20/2011	$0.515	0%	1.41%	$146.38
07/01/2011	07/20/2011	$0.515	0%	1.41%	$146.38
04/04/2011	04/20/2011	$0.515	0%	1.41%	$146.38
01/03/2011	01/20/2011	$0.515	0%	1.41%	$146.38
10/01/2010	10/20/2010	$0.480	0%	1.31%	$146.38
07/01/2010	07/20/2010	$0.480	0%	1.31%	$146.38
04/01/2010	04/20/2010	$0.480	0%	1.31%	$146.38
12/31/2009	01/20/2010	$0.480	0%	1.31%	$146.38
10/01/2009	10/20/2009	$0.450	0%	1.23%	$146.38
07/01/2009	07/20/2009	$0.450	0%	1.23%	$146.38
04/01/2009	04/20/2009	$0.450	0%	1.23%	$146.38
12/31/2008	01/20/2009	$0.450	0%	1.23%	$146.38
10/01/2008	10/20/2008	$0.440	0%	1.2%	$146.38
07/01/2008	07/18/2008	$0.440	0%	1.2%	$146.38
04/02/2008	04/18/2008	$0.440	0%	1.2%	$146.38
01/02/2008	01/18/2008	$0.440	0%	1.2%	$146.38
10/02/2007	10/19/2007	$0.400	0%	1.09%	$146.38
07/03/2007	07/20/2007	$0.400	0%	1.09%	$146.38
04/03/2007	04/20/2007	$0.400	0%	1.09%	$146.38
01/03/2007	01/19/2007	$0.400	0%	1.09%	$146.38
10/03/2006	10/20/2006	$0.360	0%	0.98%	$146.38
07/03/2006	07/20/2006	$0.360	0%	0.98%	$146.38
04/03/2006	04/20/2006	$0.360	0%	0.98%	$146.38
01/03/2006	01/20/2006	$0.360	0%	0.98%	$146.38
10/03/2005	10/20/2005	$0.325	0%	0.89%	$146.38
07/01/2005	07/20/2005	$0.325	0%	0.89%	$146.38
04/04/2005	04/20/2005	$0.325	0%	0.89%	$146.38
01/04/2005	01/20/2005	$0.325	0%	0.89%	$146.38
10/01/2004	10/20/2004	$0.215	0%	0.59%	$146.38
07/01/2004	07/20/2004	$0.215	0%	0.59%	$146.38
04/01/2004	04/20/2004	$0.215	0%	0.59%	$146.38
12/31/2003	01/20/2004	$0.215	0%	0.59%	$146.38
10/02/2003	10/20/2003	$0.190	0%	0.52%	$146.38
07/01/2003	07/18/2003	$0.190	0%	0.52%	$146.38
04/02/2003	04/21/2003	$0.190	0%	0.52%	$146.38
01/02/2003	01/20/2003	$0.190	0%	0.52%	$146.38
10/02/2002	10/18/2002	$0.170	0%	0.46%	$146.38
07/02/2002	07/19/2002	$0.170	0%	0.46%	$146.38
04/03/2002	04/19/2002	$0.170	0%	0.46%	$146.38
01/02/2002	01/18/2002	$0.170	0%	0.46%	$146.38
10/03/2001	10/19/2001	$0.153	0%	0.42%	$146.38
07/03/2001	07/20/2001	$0.153	0%	0.42%	$146.38
04/04/2001	04/20/2001	$0.153	0%	0.42%	$146.38
01/03/2001	01/19/2001	$0.153	0%	0.42%	$146.38
10/04/2000	10/20/2000	$0.135	0%	0.37%	$146.38
07/03/2000	07/20/2000	$0.135	0%	0.37%	$146.38
04/04/2000	04/20/2000	$0.135	0%	0.37%	$146.38
01/04/2000	01/20/2000	$0.135	0%	0.37%	$146.38
10/04/1999	10/20/1999	$0.120	0%	0.33%	$146.38
07/01/1999	07/20/1999	$0.120	0%	0.33%	$146.38
04/01/1999	04/20/1999	$0.120	0%	0.33%	$146.38
01/04/1999	01/20/1999	$0.120	0%	0.33%	$146.38
10/02/1998	10/20/1998	$0.108	0%	0.29%	$146.38
07/01/1998	07/20/1998	$0.108	0%	0.29%	$146.38
04/02/1998	04/20/1998	$0.108	0%	0.29%	$146.38
01/02/1998	01/20/1998	$0.108	0%	0.29%	$146.38
10/02/1997	10/20/1997	$0.095	0%	0.26%	$146.38
07/01/1997	07/18/1997	$0.095	0%	0.26%	$146.38
04/02/1997	04/18/1997	$0.095	0%	0.26%	$146.38
01/02/1997	01/20/1997	$0.095	0%	0.26%	$146.38
10/02/1996	10/18/1996	$0.082	0%	0.22%	$146.38
07/02/1996	07/19/1996	$0.082	0%	0.22%	$146.38
04/02/1996	04/19/1996	$0.083	0%	0.23%	$146.38
01/03/1996	01/19/1996	$0.065	0%	0.18%	$146.38

IVSXF Dividends Info:

Estimated Annual Dividend: $0.3544

Forward Yield: 0.86%

Ex-Dividend Date: 2026-11-09

Lifetime Dividends / Share: $3.34

IVSXF Dividend History: Dates, Payments & Yield list

Below is a schedule of all IVSXF dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date	Payment Date	Amount	Yield	Forward Yield	Price on Ex-Date
11/09/2026	11/12/2026	$0.177	0.87%	0%	$0.00
11/06/2026	11/12/2026	$0.177	0.91%	0%	$0.00
05/11/2026	05/15/2026	$0.434	2.28%	2.27%	$38.16
05/08/2026	05/15/2026	$0.442	2.26%	0%	$0.00
11/10/2025	11/13/2025	$0.152	0.93%	0.9%	$33.93
11/07/2025	11/10/2025	$0.002	0.01%	0.01%	$32.55
05/09/2025	05/14/2025	$0.387	2.56%	2.56%	$30.20
05/08/2025	05/12/2025	$0.389	2.58%	2.58%	$30.20
11/11/2024	11/14/2024	$0.111	0.78%	0.78%	$28.27
11/08/2024	11/11/2024	$0.112	0.79%	0.79%	$28.27
05/08/2024	05/10/2024	$0.332	2.89%	0%	$0.00
11/03/2023	11/06/2023	$0.099	1.11%	1.11%	$17.88
05/04/2023	05/08/2023	$0.322	1.51%	1.47%	$21.92
05/04/2022	05/10/2022	$0.000	0%	0%	$18.00
11/05/2021	11/11/2021	$0.000	0%	0%	$24.07
05/06/2021	05/12/2021	$0.001	0%	0%	$88.00
06/18/2020	06/25/2020	$0.001	0%	0%	$51.00
11/08/2019	11/14/2019	$0.000	0%	0%	$51.75
05/09/2019	05/15/2019	$0.001	0%	0%	$43.66
11/09/2018	11/15/2018	$0.000	0%	0%	$42.70
05/09/2018	05/16/2018	$0.001	0%	0%	$43.60
05/04/2017	05/10/2017	$0.001	0%	0%	$46.55
05/11/2016	11/30/-0001	$0.001	0%	0%	$34.50
05/13/2015	11/30/-0001	$0.013	0.03%	0.03%	$38.65
05/07/2014	11/30/-0001	$0.188	0.5%	0.5%	$37.75

Projected Future Values & Dividends for ERIE & IVSXF

Based on past 7.8 years performance, ERIE had share price CAGR of +8.44%, and dividend CAGR of +6.62%.

During same period IVSXF had share price CAGR of +2.51%, and dividend CAGR of +84.66%.

Using these CAGR metrics, we can estimate that your initial $10,000 investment from 7.8 years ago, with dividends being reinvested (DRIP), is modelled to grow and collect dividends as follows:

Projection uses IVSXF applied at 2.51% price / 10.00% dividend.

	ERIE	IVSXF
Start Value	$10,000	$10,000
Start Share Price	$274.76	$41.45
Start Shares	36.40	241.25

After 10 years:	ERIE	IVSXF
Final Share Count	44.32	262.74
Dividends Payment	$2.78	$0.23
Annual Dividends	$492	$119
Share Price	$617.90	$53.11
Total Dividends	$3,228	$1,000
Final Value	$27,387	$13,954

Estimated Future Returns - ERIE

Estimated Future Returns - IVSXF

Estimate Dividend Snowball and total future returns for ERIE and IVSXF with our dividend (DRIP) calculator.

Above numbers are merely projections based on Dividend and Price CAGR for each stock, and should only be considered as 'potential future returns'! These numbers assume DRIP (reinvesting dividends).

We cannot guarantee that your actual returns will meet these metrics.

Compare Stocks: ERIE vs IVSXF