(INVE-A) Investor ser. - Ratings and Ratios

Investor AB ser. A (ST:INVE-A) is a Swedish private equity firm with a strategic focus on mature, middle-market buyouts and growth capital investments. The firm specializes in core investments across healthcare, financial services, IT, and fintech sectors, often taking leading minority positions in listed companies. Additionally, it operates investments targeting medium to large-sized companies in Northern Europe, with a broad geographic reach spanning North Africa, Sub-Saharan Africa, Asia-Pacific, and various regions in Europe and the Americas. The firm typically invests between SEK 20 million ($1.83 million) and SEK 200 million ($18.28 million), with a preference for majority or minority stakes in both listed and unlisted companies. It seeks controlling interests or significant influence in its portfolio companies for operating investments, while financial investments focus on minority stakes with shorter horizons. The firm aims to exit private equity investments within three to seven years and actively participates in portfolio company governance through board memberships. Founded in 1916 and headquartered in Stockholm, Sweden, Investor AB is a seasoned player in the private equity landscape.

Over the next three months, the stock is expected to face headwinds due to its technical position. The SMA 20 (286.45) and SMA 50 (303.22) are above the current price of 278.10, while the SMA 200 (300.54) suggests a bearish trend. The ATR of 8.60 indicates moderate volatility, which could lead to price fluctuations. On the fundamental side, the low P/E ratio of 7.43 and P/B ratio of 1.03 suggest undervaluation, potentially attracting value investors. The RoE of 13.83% reflects solid profitability. The 3-month forecast indicates that while short-term technical weakness may pressure the stock, its strong financials could stabilize it, making it a resilient investment despite near-term challenges.