AB Industrivärden (publ) Logo

AB Industrivärden (publ)

INDU-C.ST

(3.0)
Stock Price

367,60 SEK

21.14% ROA

19.22% ROE

4.63x PER

Market Cap.

141.046.011.352,00 SEK

0% DER

2.24% Yield

99.42% NPM

AB Industrivärden (publ) Stock Analysis

AB Industrivärden (publ) Fundamental Analysis

Fundamental analysis in stock investing is like studying the foundation of a house before buying it. It involves looking at a company's financial health, like its earnings, assets, and debts, to determine if it's a good investment based on its fundamental strength and potential for growth.

AB Industrivärden (publ) Fundamental Stock Analysis
# Analysis Rating
1 ROE

The stock's ROE exceeds expectations (22.59%), revealing strong profitability and efficient use of shareholders' equity, making it an attractive investment opportunity.

2 ROA

This stock has a great ability to make a lot of money from the things it owns, which makes it a really good investment for smart investors.

3 PBV

The stock's low PBV ratio (0.98x) suggests it's undervalued, making it an attractive opportunity for investors.

4 DER

The stock has a low debt to equity ratio (0%), which means it has a small amount of debt compared to the ownership it holds

5 Dividend

Investors can trust the company's impressive dividend track record, consistently distributing dividends over the past five years, showcasing a strong commitment to rewarding shareholders.

6 Graham Number

Based on the Graham number, this company's stock price appears to be lower than its intrinsic value, signaling a potentially favorable investment choice.

7 Dividend Growth

Investors can be encouraged by the company's strong dividend growth over the past three years, highlighting its ability to generate consistent returns and provide an attractive investment opportunity.

8 Revenue Growth

Company has experienced no growth in revenue over the past three years, suggesting limited profitability and making it a less desirable investment opportunity.

9 Net Profit Growth

Throughout the last five years, this company's net profit has remained unchanged, indicating a lack of growth and making it a less favorable investment option.

10 Assets Growth

Regrettably, this company's revenue has shown no signs of growth over the past three years, suggesting limited potential for returns and making it a less appealing choice.

11 Buffet Intrinsic Value

The company's stock presents a potential concern as it appears overvalued (268) by Warren Buffett's formula, indicating that its market price exceeds its estimated intrinsic value.

AB Industrivärden (publ) Technical Analysis

Technical analysis in stock investing is like reading the patterns on a weather map to predict future weather conditions. It involves studying past stock price movements and trading volumes to make predictions about where a stock's price might go next, without necessarily looking at the company's financial health.

AB Industrivärden (publ) Technical Stock Analysis
# Analysis Recommendation
1 Awesome Oscillator Buy
2 MACD Buy
3 RSI Hold
4 Stoch RSI Sell

AB Industrivärden (publ) Price Chart

Financial Statements

Financial statements are like report cards for companies. They show how much money a company makes (income statement), what it owns and owes (balance sheet), and where it spends its money (cash flow statement), helping stock investors understand if a company is healthy and worth investing in.

Income Statements

An income statement for a company is like a scoreboard for its profits and losses. It shows how much money the company made (revenue) and how much it spent to make that money (expenses), helping stock investors see if a company is making a profit or not.

Revenue in stock investing is the total amount of money a company earns from its sales, and it's a key factor that investors consider to assess a company's financial performance and growth potential.

AB Industrivärden (publ) Revenue
Year Revenue Growth
2002 9.387.000.000
2003 3.537.000.000 -165.39%
2004 5.836.000.000 39.39%
2005 2.412.000.000 -141.96%
2006 11.943.000.000 79.8%
2007 -1.726.000.000 791.95%
2008 -28.519.000.000 93.95%
2009 21.278.000.000 234.03%
2010 15.484.000.000 -37.42%
2011 -15.540.000.000 199.64%
2012 11.011.000.000 241.13%
2013 12.141.000.000 9.31%
2014 5.462.000.000 -122.28%
2015 3.318.000.000 -64.62%
2016 16.472.000.000 79.86%
2017 15.567.000.000 -5.81%
2018 -8.319.000.000 287.13%
2019 29.942.000.000 127.78%
2020 8.496.000.000 -252.42%
2021 26.687.000.000 68.16%
2022 -13.964.000.000 291.11%
2023 -8.416.000.000 -65.92%

Research and Development Expenses are the costs a company incurs to create and improve its products or services, which can be important for investors to evaluate a company's innovation and potential for future growth.

AB Industrivärden (publ) Research and Development Expenses
Year Research and Development Expenses Growth
2002 0
2003 0 0%
2004 0 0%
2005 0 0%
2006 0 0%
2007 0 0%
2008 0 0%
2009 0 0%
2010 0 0%
2011 0 0%
2012 0 0%
2013 0 0%
2014 0 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%

General and Administrative Expenses are the costs a company incurs to run its day-to-day operations, such as office rent, salaries, and utilities, which investors consider to understand a company's overall efficiency and management effectiveness.

AB Industrivärden (publ) General and Administrative Expenses
Year General and Administrative Expenses Growth
2002 347.000.000
2003 246.000.000 -41.06%
2004 263.000.000 6.46%
2005 80.000.000 -228.75%
2006 0 0%
2007 0 0%
2008 0 0%
2009 0 0%
2010 0 0%
2011 38.000.000 100%
2012 0 0%
2013 0 0%
2014 197.000.000 100%
2015 214.000.000 7.94%
2016 20.000.000 -970%
2017 10.000.000 -100%
2018 9.000.000 -11.11%
2019 3.000.000 -200%
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure that helps stock investors analyze a company's profitability by looking at its earnings without considering certain expenses. This helps to get a clearer picture of the company's financial performance and its ability to generate cash flow.

AB Industrivärden (publ) EBITDA
Year EBITDA Growth
2002 4.162.000.000
2003 -479.000.000 968.89%
2004 1.773.000.000 127.02%
2005 14.237.000.000 87.55%
2006 11.892.000.000 -19.72%
2007 -2.102.000.000 665.75%
2008 -29.114.000.000 92.78%
2009 20.669.000.000 240.86%
2010 14.870.000.000 -39%
2011 -15.647.000.000 195.03%
2012 11.599.000.000 234.9%
2013 12.728.000.000 8.87%
2014 5.784.000.000 -120.06%
2015 3.388.000.000 -70.72%
2016 16.673.000.000 79.68%
2017 15.642.000.000 -6.59%
2018 -8.310.000.000 288.23%
2019 29.930.000.000 127.76%
2020 8.487.000.000 -252.66%
2021 26.675.000.000 68.18%
2022 -13.896.000.000 291.96%
2023 -8.416.000.000 -65.11%

Gross profit is the money a company makes from selling its products or services after subtracting the cost of producing or providing them, and it is an important measure for investors to understand a company's profitability.

AB Industrivärden (publ) Gross Profit
Year Gross Profit Growth
2002 9.387.000.000
2003 3.537.000.000 -165.39%
2004 5.836.000.000 39.39%
2005 2.412.000.000 -141.96%
2006 11.943.000.000 79.8%
2007 -1.726.000.000 791.95%
2008 -28.519.000.000 93.95%
2009 21.278.000.000 234.03%
2010 15.484.000.000 -37.42%
2011 -15.540.000.000 199.64%
2012 11.011.000.000 241.13%
2013 12.141.000.000 9.31%
2014 5.462.000.000 -122.28%
2015 3.318.000.000 -64.62%
2016 16.472.000.000 79.86%
2017 15.567.000.000 -5.81%
2018 -8.319.000.000 287.13%
2019 29.942.000.000 127.78%
2020 8.496.000.000 -252.42%
2021 26.687.000.000 68.16%
2022 -13.964.000.000 291.11%
2023 -8.416.000.000 -65.92%

Net income in stock investing is like the money a company actually gets to keep as profit after paying all its bills, and it's an important measure to understand how well a company is doing financially.

AB Industrivärden (publ) Net Profit
Year Net Profit Growth
2002 3.901.000.000
2003 -867.000.000 549.94%
2004 1.557.000.000 155.68%
2005 14.202.000.000 89.04%
2006 11.621.000.000 -22.21%
2007 -1.942.000.000 698.4%
2008 -29.114.000.000 93.33%
2009 20.669.000.000 240.86%
2010 14.870.000.000 -39%
2011 -15.647.000.000 195.03%
2012 11.008.000.000 242.14%
2013 12.140.000.000 9.32%
2014 5.265.000.000 -130.58%
2015 3.104.000.000 -69.62%
2016 16.451.000.000 81.13%
2017 15.555.000.000 -5.76%
2018 -8.330.000.000 286.73%
2019 29.837.000.000 127.92%
2020 8.440.000.000 -253.52%
2021 26.594.000.000 68.26%
2022 -13.967.000.000 290.41%
2023 -8.436.000.000 -65.56%

EPS, or earnings per share, is a measure that shows how much profit a company has earned for each outstanding share of its stock, and it is important for stock investors as it helps understand the profitability of a company and compare it with other companies in the market.

AB Industrivärden (publ) Earning per Share (EPS)
Year Earning per Share (EPS) Growth
2002 10
2003 -2 600%
2004 19 110.53%
2005 37 47.22%
2006 30 -20%
2007 -5 700%
2008 -77 93.51%
2009 54 245.28%
2010 39 -39.47%
2011 -41 195%
2012 29 242.86%
2013 31 9.68%
2014 13 -158.33%
2015 7 -71.43%
2016 38 81.58%
2017 36 -8.57%
2018 -19 284.21%
2019 69 127.94%
2020 20 -257.89%
2021 62 68.85%
2022 -32 290.63%
2023 -20 -68.42%

Cashflow Statements

Cashflow statements show the movement of money in and out of a company, helping stock investors understand how much money a company makes and spends. By examining cashflow statements, investors can assess if a company is generating enough cash to pay its bills, invest in growth, and provide returns to stockholders.

Free cash flow is the leftover cash that a company generates after covering its operating expenses and capital expenditures, which is important for stock investors as it shows how much money a company has available to invest in growth, pay dividends, or reduce debt.

AB Industrivärden (publ) Free Cashflow
Year Free Cashflow Growth
2002 712.000.000
2003 705.000.000 -0.99%
2004 968.000.000 27.17%
2005 1.222.000.000 20.79%
2006 1.608.000.000 24%
2007 0 0%
2008 0 0%
2009 0 0%
2010 2.637.000.000 100%
2011 4.448.000.000 40.71%
2012 1.809.000.000 -145.88%
2013 1.191.000.000 -51.89%
2014 0 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 -13.967.000.000 100%
2023 0 0%

Operating cash flow represents the cash generated or consumed by a company's day-to-day operations, excluding external investing or financing activities, and is crucial for stock investors as it shows how much cash a company is generating from its core business operations.

AB Industrivärden (publ) Operating Cashflow
Year Operating Cashflow Growth
2002 825.000.000
2003 767.000.000 -7.56%
2004 1.029.000.000 25.46%
2005 1.222.000.000 15.79%
2006 1.608.000.000 24%
2007 0 0%
2008 0 0%
2009 0 0%
2010 2.637.000.000 100%
2011 4.448.000.000 40.71%
2012 1.809.000.000 -145.88%
2013 1.191.000.000 -51.89%
2014 0 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 -13.967.000.000 100%
2023 0 0%

Capex, short for capital expenditures, refers to the money a company spends on acquiring or upgrading tangible assets like buildings, equipment, or technology, which is important for stock investors as it indicates how much a company is investing in its infrastructure to support future growth and profitability.

AB Industrivärden (publ) Capital Expenditure
Year Capital Expenditure Growth
2002 113.000.000
2003 62.000.000 -82.26%
2004 61.000.000 -1.64%
2005 0 0%
2006 0 0%
2007 0 0%
2008 0 0%
2009 0 0%
2010 0 0%
2011 0 0%
2012 0 0%
2013 0 0%
2014 0 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%

Balance Sheet

Balance sheets provide a snapshot of a company's financial health and its assets (such as cash, inventory, and property) and liabilities (like debts and obligations) at a specific point in time. For stock investors, balance sheets help assess the company's overall worth and evaluate its ability to meet financial obligations and support future growth.

Equity refers to the ownership interest or stake that shareholders have in a company, representing their claim on its assets and earnings after all debts and liabilities are paid.

AB Industrivärden (publ) Equity
Year Equity Growth
2002 18.729.000.000
2003 16.413.000.000 -14.11%
2004 16.713.000.000 1.8%
2005 48.227.000.000 65.35%
2006 58.491.000.000 17.55%
2007 54.837.000.000 -6.66%
2008 23.583.000.000 -132.53%
2009 42.544.000.000 44.57%
2010 56.327.000.000 24.47%
2011 39.140.000.000 -43.91%
2012 48.437.000.000 19.19%
2013 59.280.000.000 18.29%
2014 67.406.000.000 12.06%
2015 67.850.000.000 0.65%
2016 82.129.000.000 17.39%
2017 95.880.000.000 14.34%
2018 85.142.000.000 -12.61%
2019 112.528.000.000 24.34%
2020 120.976.000.000 6.98%
2021 143.079.000.000 15.45%
2022 126.180.000.000 -13.39%
2023 134.308.000.000 6.05%

Assets represent the valuable resources that a company owns, such as cash, inventory, property, and equipment, and understanding a company's assets helps investors assess its value and potential for generating future profits.

AB Industrivärden (publ) Assets
Year Assets Growth
2002 24.265.000.000
2003 21.075.000.000 -15.14%
2004 23.974.000.000 12.09%
2005 54.161.000.000 55.74%
2006 64.711.000.000 16.3%
2007 66.293.000.000 2.39%
2008 35.975.000.000 -84.28%
2009 53.790.000.000 33.12%
2010 71.547.000.000 24.82%
2011 57.116.000.000 -25.27%
2012 68.602.000.000 16.74%
2013 79.554.000.000 13.77%
2014 84.059.000.000 5.36%
2015 82.537.000.000 -1.84%
2016 95.624.000.000 13.69%
2017 108.360.000.000 11.75%
2018 93.240.000.000 -16.22%
2019 117.011.000.000 20.32%
2020 129.110.000.000 9.37%
2021 150.752.000.000 14.36%
2022 134.756.000.000 -11.87%
2023 142.888.000.000 5.69%

Liabilities refer to the financial obligations or debts that a company owes to creditors or external parties, and understanding a company's liabilities is important for investors as it helps assess the company's financial risk and ability to meet its obligations.

AB Industrivärden (publ) Liabilities
Year Liabilities Growth
2002 5.535.000.000
2003 4.662.000.000 -18.73%
2004 7.261.000.000 35.79%
2005 5.934.000.000 -22.36%
2006 6.220.000.000 4.6%
2007 11.456.000.000 45.71%
2008 12.392.000.000 7.55%
2009 11.246.000.000 -10.19%
2010 15.220.000.000 26.11%
2011 17.976.000.000 15.33%
2012 20.165.000.000 10.86%
2013 20.274.000.000 0.54%
2014 16.653.000.000 -21.74%
2015 14.687.000.000 -13.39%
2016 13.495.000.000 -8.83%
2017 12.480.000.000 -8.13%
2018 8.098.000.000 -54.11%
2019 4.483.000.000 -80.64%
2020 8.134.000.000 44.89%
2021 7.673.000.000 -6.01%
2022 8.576.000.000 10.53%
2023 0 0%

AB Industrivärden (publ) Financial Ratio (TTM)

Valuation Metrics

Revenue per Share
70.23
Net Income per Share
69.89
Price to Earning Ratio
4.63x
Price To Sales Ratio
4.65x
POCF Ratio
4.55
PFCF Ratio
4.59
Price to Book Ratio
1.04
EV to Sales
4.59
EV Over EBITDA
4.58
EV to Operating CashFlow
4.53
EV to FreeCashFlow
4.53
Earnings Yield
0.22
FreeCashFlow Yield
0.22
Market Cap
141,05 Bil.
Enterprise Value
139,38 Bil.
Graham Number
699.07
Graham NetNet
4.17

Income Statement Metrics

Net Income per Share
69.89
Income Quality
1
ROE
0.23
Return On Assets
0.17
Return On Capital Employed
0.17
Net Income per EBT
0.99
EBT Per Ebit
1
Ebit per Revenue
1
Effective Tax Rate
0.01

Margins

Sales, General, & Administrative to Revenue
0
Research & Developement to Revenue
0
Stock Based Compensation to Revenue
0
Gross Profit Margin
1
Operating Profit Margin
1
Pretax Profit Margin
1
Net Profit Margin
0.99

Dividends

Dividend Yield
0.02
Dividend Yield %
2.24
Payout Ratio
0.1
Dividend Per Share
7.25

Operating Metrics

Operating Cashflow per Share
71.14
Free CashFlow per Share
71.14
Capex to Operating CashFlow
0
Capex to Revenue
0
Capex to Depreciation
0
Return on Invested Capital
0.23
Return on Tangible Assets
0.21
Days Sales Outstanding
2.2
Days Payables Outstanding
0
Days of Inventory on Hand
0
Receivables Turnover
165.85
Payables Turnover
0
Inventory Turnover
0
Capex per Share
0

Balance Sheet

Cash per Share
3,85
Book Value per Share
310,77
Tangible Book Value per Share
330.63
Shareholders Equity per Share
310.77
Interest Debt per Share
0.32
Debt to Equity
0
Debt to Assets
0
Net Debt to EBITDA
-0.05
Current Ratio
0
Tangible Asset Value
142,89 Bil.
Net Current Asset Value
1,85 Bil.
Invested Capital
0
Working Capital
1,85 Bil.
Intangibles to Total Assets
0
Average Receivables
0,12 Bil.
Average Payables
0,00 Bil.
Average Inventory
0
Debt to Market Cap
0

Dividends

Dividends in stock investing are like rewards that companies give to their shareholders. They are a portion of the company's profits distributed to investors, typically in the form of cash payments, as a way for them to share in the company's success.

AB Industrivärden (publ) Dividends
Year Dividends Growth
2000 6
2001 8 25%
2002 3 -166.67%
2003 6 40%
2004 6 0%
2005 6 16.67%
2006 7 14.29%
2007 9 22.22%
2008 5 -80%
2009 5 -25%
2010 3 -33.33%
2011 4 25%
2012 5 0%
2013 5 20%
2014 6 0%
2015 6 16.67%
2016 5 -20%
2017 5 0%
2018 6 0%
2019 6 0%
2020 6 16.67%
2021 4 -50%
2022 7 33.33%
2023 7 14.29%

AB Industrivärden (publ) Profile

About AB Industrivärden (publ)

AB Industrivärden is a publicly owned investment manager. The firm invests in the public equity markets of Nordic region. It employs fundamental analysis, with a focus on factors like long term return potential, proven business model, balance between risk and return, and attractive valuation to create its portfolio. AB Industrivärden was founded in 1944 and is based in Stockholm, Sweden.

CEO
Mr. Karl Åberg
Employee
15
Address
Storgatan 10
Stockholm, 114 51

AB Industrivärden (publ) Executives & BODs

AB Industrivärden (publ) Executives & BODs
# Name Age
1 Mr. Peter Nyström CFA
Investment Manager
70
2 Ms. Jennie Knutsson
General Counsel
70
3 Ms. Sofie Forsberg
Human Resource Manager
70
4 Mr. Sverker Sivall
Head of Corporate Communications & Sustainability
70
5 Ms. Helena Stjernholm
President, Chief Executive Officer & Director
70
6 Ms. Madeleine Wallmark
Investment Manager
70
7 Mr. Karl Åberg
Deputy Chief Executive Officer and Head of Investments & Finance Function
70
8 Mr. Peter Sigfrid
Investment Manager
70
9 Mr. Beniam Poutiainen
Investment Analyst
70
10 Mr. Carl-Olof By
Executive Vice President & Senior Advisor
70

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