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

Investor AB (publ) is a Swedish private equity firm with a long history, established in 1916, and is one of the largest companies in Sweden by market capitalization. The firm specializes in mature, middle-market buyouts and growth capital investments, focusing on sectors such as healthcare, financial services, IT, and fintech. It also invests in listed companies, often taking a leading minority position. Geographically, the firm operates globally for its core investments but prioritizes medium to large-sized companies headquartered in Northern Europe for its operating investments, with additional focus on regions like North Africa, Sub-Saharan Africa, Asia-Pacific, and the Caribbean. The firm typically invests between SEK 20 million and SEK 200 million, taking either majority or minority stakes, and seeks board representation in its portfolio companies. Its private equity investments are typically held for 3 to 7 years before exit. For its financial investments, the firm acquires minority stakes in financial holdings with a shorter investment horizon.

Investor AB (publ) has a market capitalization of 867.914 billion SEK, with a price-to-earnings ratio of 7.42 and a price-to-book ratio of 1.03. The stock has a trailing average volume of 4.609 million shares over the past 20 days and is currently trading at 277.60 SEK. The stocks 20-day, 50-day, and 200-day moving averages are 286.84, 304.03, and 301.30, respectively, indicating recent downward momentum. The average true range (ATR) is 8.62, suggesting moderate volatility. The firms return on equity (RoE) stands at 13.83%, reflecting strong profitability. The stock is classified under the GICS Sub Industry of Environmental & Facilities Services and trades on the Stockholm Stock Exchange under the ticker symbol INVE-B.

3-Month Forecast: Based on the provided data, the stock is likely to face downward pressure in the short term, as it is trading below its 20, 50, and 200-day moving averages. The moderate ATR of 8.62 suggests that volatility will remain manageable, but the stock may consolidate or decline further. Support levels could emerge near the 200-day SMA of 301.30, while resistance may be met at the 50-day SMA of 304.03. The low P/E ratio of 7.42 and P/B ratio of 1.03 suggest undervaluation, which could attract long-term investors, but short-term momentum may remain bearish.