Investor AB (publ) IVSXF | OTC

Dividends

Company Overview:

Market Cap: $12.64B
Trailing PE: 5.7x
FWD PE: —
Payout Ratio (TTM): 2.1%
52-Week Range: $32.50 - $43.50

10 Year IVSXF Performance Metrics:

Total Return (with DRIP): 32.8% (2.88% CAGR)
Total Return (no DRIP): 29.9% (2.65% CAGR)
Share Price: 23.4% (2.12% CAGR)
Yield on Cost (with DRIP): 1.14%
Total Invested: $10,000
Total Value (with DRIP): $13,280
Total Return $ (with DRIP): $3,280
Dividend Increase: 34,184% (84.66% CAGR)
Dividend Yield (FWD): 0.86% ($0.35)
IVSXF 10-yr Total Return ($10K invested)
1M 3M 6M YTD 1Y 3Y 5Y 10Y
IVSXF Share Price
1M 3M 6M YTD 1Y 3Y 5Y 10Y All
IVSXF Price CAGR:1Y: 22.20%2Y: 21.09%5Y: 11.48%10Y: 2.08%
IVSXF Dividend Charts
IVSXF - Dividends
IVSXF Dividend CAGR:1Y: 16.42%2Y: 25.76%5Y: 310.03%10Y: 69.95%
IVSXF - Dividend Payout Ratio
IVSXF Dividend Payout Ratio CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
IVSXF - Dividend to Free Cash Flow Ratio
IVSXF Dividend to FCF Ratio CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
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IVSXF - Chart 1
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IVSXF - Chart 3

IVSXF Financials: Earnings, Revenue, Cash Flow, Ebitda, Cash/Debt, Shares Float, etc:

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.

RevenueShow SEK
IVSXF Revenue CAGR:1Y: -63.29%2Y: 5.43%5Y: -6.99%10Y: -4.02%
Earnings Per Share (EPS)Show SEK
IVSXF EPS CAGR:1Y: -80.76%2Y: -2.80%5Y: -17.31%10Y: -10.50%
Net IncomeShow SEK
IVSXF Net Income CAGR:1Y: -81.29%2Y: -2.79%5Y: -17.33%10Y: -10.50%
EBITDAShow SEK
IVSXF EBITDA CAGR:1Y: -79.69%2Y: 1.39%5Y: -15.51%10Y: -9.65%
Free Cash FlowShow SEK
IVSXF Free Cash Flow CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
Free Cash Flow / ShareShow SEK
IVSXF Free Cash Flow / Share CAGR:1Y: 169.46%2Y: 22.74%5Y: 0.00%10Y: 0.00%
Operating IncomeShow SEK
IVSXF Operating Income CAGR:1Y: -77.92%2Y: 5.24%5Y: -14.24%10Y: -9.02%
Gross ProfitShow SEK
IVSXF Gross Profit CAGR:1Y: -61.21%2Y: 2.59%5Y: 0.00%10Y: 0.00%
Shares Outstanding
IVSXF Shares Outstanding CAGR:1Y: -6.09%2Y: -68.47%5Y: -36.97%10Y: -20.60%
Share BuybacksShow SEK
IVSXF Share Buybacks CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
Stock-Based CompShow SEK
IVSXF Stock-Based Comp CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
ExpensesShow SEK
IVSXF Expenses CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
Revenue vs Net IncomeShow SEK
EPS vs FCF / ShareShow SEK
EPS vs PE RatioShow SEK
FCF vs FCF / ShareShow SEK
FCF vs Stock Based CompShow SEK
Cash & DebtShow SEK

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

REVENUE: Actual + EstimatesShow SEK
IVSXF Actual Revenue CAGR:1Y: -63.29%2Y: 5.43%5Y: -6.99%10Y: -4.02%
EPS: Actual + EstimatesShow SEK
IVSXF Actual EPS CAGR:1Y: -80.76%2Y: -2.80%5Y: -17.31%10Y: -10.50%
NET INCOME: Actual + EstimatesShow SEK
IVSXF Actual Net Income CAGR:1Y: -81.29%2Y: -2.79%5Y: -17.33%10Y: -10.50%
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:

Net Profit Margin
IVSXF Net Profit Margin CAGR:1Y: -24.61%2Y: 11.91%5Y: -3.96%10Y: -3.07%
Gross Profit Margin
IVSXF Gross Profit Margin CAGR:1Y: -39.59%2Y: -12.65%5Y: -11.82%10Y: -4.76%
Price to Earnings
IVSXF Price to Earnings CAGR:1Y: 592.86%2Y: 18.12%5Y: 36.11%10Y: 12.98%
Price To Sales Ratio
IVSXF Price To Sales Ratio CAGR:1Y: 422.72%2Y: 32.21%5Y: 30.73%10Y: 9.52%
Return on Capital Employed
IVSXF Return on Capital Employed CAGR:1Y: -80.93%2Y: -9.92%5Y: -21.43%10Y: -18.70%
Return on Invested Capital
IVSXF Return on Invested Capital CAGR:1Y: -81.69%2Y: -11.47%5Y: -22.66%10Y: -19.10%

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IVSXF Dividends Info:

Annual Dividend: $0.3544
Forward Yield: 0.86%
Ex-Dividend Date: 2026-11-09
Lifetime Dividends / Share: $3.34

Projected Future Returns & Dividends for IVSXF

Based on past 10-year performance, here are IVSXF growth metrics:

Share price CAGR of +2.08%
Dividend CAGR of +84.66%

Using IVSXF CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:

IVSXF (DRIP)IVSXF - No DRIP
Current Price$41.45$41.45
Start Shares241.25241.25
Start Value$10,000$10,000
  
After 10 years:
Final Share Count283.16241.25
Dividends Payment$0.79$0.79
Annual Dividends$446$380
Yield on cost4.46%3.80%
Share Price$50.91$50.91
Total Dividends$1,924$1,777
Final Value$14,415$14,058

Estimated Future Value + Dividends - IVSXF

NOTE: Above numbers are our estimate based on IVSXF's Dividend and Price CAGR over past 10 years. These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.

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

Company Info

Investor AB (publ) (IVSXF) had its IPO on 2010-02-22, and is traded on OTC stock exchange.

Investor AB (publ) operates as a prominent investment firm, strategically allocating capital to mature and mid-market buyouts, alongside growth equity opportunities. Its multifaceted approach is organized into four distinct business segments: Core Investments, Private Equity, Operating Investments, and Financial Investments. Within its Core Investments segment, the firm concentrates on the healthcare, financial services, information technology, and fintech sectors. It typically secures significant minority ownership in publicly listed enterprises, pursuing global investment prospects and actively seeking board representation. The Operating Investments arm primarily targets medium-to-large companies with headquarters in Northern Europe. Here, Investor AB aims to secure either controlling stakes or influential minority positions within its portfolio companies, considering both publicly traded and privately held entities. The Private Equity division encompasses both venture capital and buyout strategies. Through its dedicated subsidiary, Investor Growth Capital, the firm provides venture capital to companies in information technology, general technology, engineering, financial services, and healthcare, spanning Europe, the United States, and Asia. These investments range from nascent startups to businesses on the cusp of expansion, with capital commitments typically between SEK 20 million (approximately $2.94 million) and SEK 200 million (approximately $29.43 million). Investor Growth Capital acquires minority interests, anticipating an ownership duration of three to seven years. For buyouts, the firm channels capital through its EQT subsidiary, which executes buyout transactions involving mature, medium-sized companies located in Northern Europe and Greater China. Across its private equity ventures, Investor AB generally plans for an exit horizon of three to seven years and frequently takes a seat on the board of directors. Its Financial Investments involve acquiring minority stakes in various financial holdings, typically for shorter investment periods. Established in 1916, Investor AB (publ) maintains its headquarters in Stockholm, Sweden, complemented by a global network of additional offices situated in Amsterdam, Netherlands; Beijing, China; Menlo Park, California; Hong Kong, China; New York, New York; and Tokyo, Japan.

IVSXF website: https://www.investorab.com


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DCF Model — IVSXF

Value from:
Pay up to today
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vs current price $41.45
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Cash flow & implied price by year

FCF is negative or missing for this company (common for banks) — the model discounts EPS instead.

EPS is negative or missing for this company — Simple mode uses free cash flow per share instead.

Free cash flow today
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grows for the next years
Then mature
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every future dollar counted back to today
Pile of today-dollars
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÷ shares
Implied price path
YearFCFImplied price
Sensitivity — fair value: growth ↓ × target return →