Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

STO/INVE.A stock hub

STO/INVE.A has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

1.1T

Nasdaq Stockholm

Market data

Live price

Current market quote for this ticker.

Current price

STO/INVE.A

In the news

Latest news · STO/INVE.A

Recent company headlines from major financial publishers.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/En/a

P25 10.3P50 11P75 11.8

Trailing P/E5.9

P25 7.9P50 11.5P75 16.8

ROE21.2

P25 -11.3P50 10.5P75 16

ROIC18.6

P25 -10.8P50 3.6P75 14.9

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All STO/INVE.A market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

242

Groups with data

Currency

SEK

Showing 242 of 242 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Country	Sweden
Country code	SE
Employees	20,915
Employees Change	1,569%
Employees Change Percent	8.11
Enterprise value	SEK 1.2T
Exchange	Nasdaq Stockholm
Financial currency	SEK
First seen	2026-05-10
Industry	Asset Management
Isin	SE0015811955
Last refreshed	2026-05-10
Market cap	SEK 1.1T
Price	SEK 365
Price currency	SEK
Rev Per Employee	12,231,412.86x
Sector	Financials
Sic	6799
Symbol	sto/INVE.A
Website	https://www.investorab.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	16.93%
EV Earnings	6.4x
EV/EBIT	6.13x
EV/EBITDA	6.03x
EV/FCF	42.62x
EV/Sales	4.77x
FCF yield	2.54%
P/B ratio	1.14x
P/E ratio	5.86x
P/S ratio	4.4x
PE Ratio10 Y	9.04x
PE Ratio3 Y	10.08x
PE Ratio5 Y	9.67x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	77.67%
EBITDA Margin	78.7%
FCF margin	11.19%
Gross margin	86.77%
Gross Profit	SEK 222B
Gross Profit Growth	210.93%
Gross Profit Growth Q	2,011.88%
Gross Profit Growth3 Y	59.52%
Gross Profit Growth5 Y	2.39%
Net Income	SEK 190.6B
Net Income Growth	340.56%
Net Income Growth Quarters	3%
Net Income Growth Years	1%
Net Income Growth3 Y	91.23%
Net Income Growth5 Y	0.34%
Pretax Margin	74.96%
Profit Margin	74.52%
Profit Per Employee	SEK 9.1M
Profitable Years	3
ROA	11.9
Roa5y	8.92
ROCE	17.65
ROE	21.21
Roe5y	15.96
ROIC	18.56
Roic5y	15.24

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	20.96%
Cagr15y	19.7%
Cagr1y	31.6%
Cagr20y	15.3%
Cagr3y	20.04%
Cagr5y	17.07%
Div CAGR10	8.4%
Div CAGR3	8.37%
Div CAGR5	9.86%
EPS Growth	340.3
EPS Growth Quarters	3
EPS Growth Years	1
EPS Growth3 Y	91.18
EPS Growth5 Y	0.34
FCF Growth	106.23%
FCF Growth Q	638.41%
FCF Growth3 Y	26.53%
FCF Growth5 Y	28.21%
OCF Growth	71.64%
OCF Growth Q	393.49%
OCF Growth10 Y	9.15%
OCF Growth3 Y	22.38%
OCF Growth5 Y	23.3%
Revenue Growth	144.83x
Revenue Growth Q	357.32x
Revenue Growth Quarters	3x
Revenue Growth Years	1x
Revenue Growth3 Y	44.78x
Revenue Growth5 Y	3.22x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	SEK 0.25
Assets	SEK 1.1T
Cash	SEK 28B
Current Assets	SEK 51B
Current Liabilities	SEK 14.5B
Debt	SEK 122.1B
Debt EBITDA	SEK 0.6
Debt Equity	SEK 0.12
Debt FCF	SEK 4.27
Equity	SEK 985.1B
Interest Coverage	37.02
Liabilities	SEK 155B
Long Term Assets	SEK 1.1T
Long Term Liabilities	SEK 140.5B
Net Cash	SEK -94.1B
Net Cash By Market Cap	SEK -8.36
Net Debt EBITDA	SEK 0.47
Net Debt Equity	SEK 0.1
Net Debt FCF	SEK 3.29
Tangible Book Value	SEK 867.1B
Tangible Book Value Per Share	SEK 283
WACC	8.15

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	3.51
Inventory Turnover	3.14
Net Working Capital	SEK 9.9B
Quick ratio	2.74
Working Capital	SEK 36.5B
Working Capital Turnover	SEK 5.99

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-0.04%
Dividend Growth	7.69%
Dividend Growth Years	5%
Dividend per share	SEK 5.6
Dividend Years	35
Dividend Yield	1.54%
Ex Div Date	2026-11-06
Last Dividend	SEK 1.6
Payout Frequency	Semi-Annual
Payout Ratio	8.36%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	570.08%
1Y total return	31.57%
200-day SMA	325.5
3Y total return	73%
50-day SMA	360.2
50-day SMA vs 200-day SMA	50over200
5Y total return	119.84%
All Time High	384
All Time High Change	-5.05%
All Time High Date	2026-04-21
All Time Low	4.25
All Time Low Change	8,478.82%
All Time Low Date	1992-10-08
ATR	7.29
Beta	0.78
Beta1y	0.97
Beta2y	0.87
Ch YTD	10.92
High	365.1
High52	384
High52 Date	2026-04-21
High52ch	-5.05%
Low	361.1
Low52	271.8
Low52 Date	2025-06-23
Low52ch	34.14%
Ma50ch	1.22%
Price vs 200-day SMA	12.03%
RSI	48.95
RSI Monthly	69.52
RSI Weekly	58.85
Sharpe ratio	1.32x
Sortino ratio	2.38
Total Return	1.49%
Tr YTD	12.14
Tr15y	1,384.01%
Tr1m	4.33%
Tr1w	2.53%
Tr3m	2.82%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Operating Income	SEK 198.7B
Operating Income Growth	308.9
Operating Income Growth3 Y	76.93
Operating Income Growth5 Y	1.54
Operating margin	77.67

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	2,441,694,106%
Net Borrowing	18,284,000,000
Shares Insiders	0.17%
Shares Institutions	48.49%
Shares Out	3,063,716,649
Shares Qo Q	0.02%
Shares Yo Y	0.04%

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	SEK 28.6B
Average Volume	424,351.7x
Bv Per Share	321.5
CAPEX	SEK -2.9B
Ch10y	423.9
Ch15y	905.1
Ch1m	3.2
Ch1w	1.42
Ch1y	27.84
Ch20y	888.7
Ch3m	1.7
Ch3y	64.38
Ch5y	100.6
Ch6m	17.39
Change	-0.14%
Change From Open	0.08
Close	365.1
Days Gap	-0.22
Depreciation Amortization	2,630,250,000
Dollar Volume	120,424,463.2
Earnings Date	2026-07-16
EBIT	SEK 198.7B
EBITDA	SEK 201.3B
EPS	SEK 62.18
F Score	5
FCF	SEK 28.6B
FCF EV Yield	2.35x
FCF Per Share	SEK 9.34
Financing CF	1,065,000,000
Fiscal Year End	December
Founded	1,916
Goodwill	79,267,000,000
Graham Number	665.70718
Graham Upside	82.59
Income Tax	SEK 1.3B
Investing CF	-33,572,000,000
Is Primary Listing	1
Last Earnings Date	2026-01-22
Last Report Date	2026-03-31
Last Split Date	2021-05-19
Last Split Type	Forward
Lynch Fair Value	SEK 309
Lynch Upside	-15.34
Ma150	337.6
Ma150ch	8.01%
Ma20	371.1
Ma20ch	-1.76%
Net CF	-1,335,000,000
Next Earnings Date	2026-07-16
Open	364.3
P FCF Ratio	39.33
P OCF Ratio	35.7
Payment Date	2026-11-12
Position In Range	87.5
Ppne	18,084,000,000
Price Date	2026-05-08
Price EBITDA	SEK 5.59
Ptbv Ratio	1.3
Relative Volume	0.78x
Revenue	255,820,000,000x
Tax By Revenue	0.49x
Tax Rate	0.66%
Tr20y	1,624.53%
Tr6m	18.67%
Volume	330,292

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

STO/INVE.A dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+1.5%

$5.60 annual per share

Payout ratio

+8.4%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+9.9%

5 consecutive years of growth

Total shareholder yield

+1.5%

Next ex-dividend date: 2026-11-06

Performance

STO/INVE.A stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns STO/INVE.A?

Insider, institutional, and short-interest positioning.

Institutional ownership

+48.5%

Share of float held by funds and institutions

Insider ownership

+0.2%

Stake held by company insiders. Higher generally signals alignment.

Short interest

n/a

Float sold short by bearish positioning

Y/Y dilution

+0.0%

Negative means the company is buying back shares.

Technical

STO/INVE.A momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

48.9

Neutral momentum band

Price vs 200-day MA

+12.0%

50/200-day relationship not available

Beta (5Y)

0.78

Less volatile than the market

Sharpe ratio

1.32

Risk-adjusted return — higher is better; >1.0 is solid.

Questions

About STO/INVE.A

Hub-level FAQ points readers to the deeper analysis pages.

What is the current sto/INVE.A stock rating?

sto/INVE.A is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full sto/INVE.A analysis?

The full report lives at /stocks/sto/INVE.A/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for sto/INVE.A?

The latest report frames sto/INVE.A around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the sto/INVE.A page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.