Investor AB (publ)
Investor AB (publ) is a private equity firm specializing in mature, middle market, buyouts and growth capital investments. For core investments, the firm invests in health care, financial services, IT and fintech sectors and considers investments in listed companies in leading minority positions. The firm seeks to invest globally. For its operating investments, the firm seeks to focus on medium-s… Read more
Investor AB (publ) - Asset Resilience Ratio
Investor AB (publ) (IVSXF) has an Asset Resilience Ratio of 1.61% as of September 2024. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2006–2024)
This chart shows how Investor AB (publ)'s Asset Resilience Ratio has changed over time. Compare with other companies' asset resilience ratios.
Liquid Assets Composition Over Time
This chart breaks down Investor AB (publ)'s liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | $0.00 | 0% |
| Short-term Investments | $15.72 Billion | 1.61% |
| Total Liquid Assets | $15.72 Billion | 1.61% |
Asset Resilience Insights
- Limited Liquidity: Investor AB (publ) maintains only 1.61% of assets in liquid form.
- This low level may indicate efficient asset utilization but could pose risks during economic downturns.
- The company has significant short-term investments, indicating active treasury management.
Investor AB (publ) Industry Peers by Asset Resilience Ratio
Compare Investor AB (publ)'s asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Bexil Cp
PINK:BXLC |
Asset Management | 79.25% |
|
Norte Grande
SN:NORTEGRAN |
Asset Management | 0.00% |
|
BlackRock Capital Allocation Trust
NYSE:BCAT |
Asset Management | 0.01% |
|
Big Tech 50 R&D-Limited Partnership
TA:BIGT |
Asset Management | 6.93% |
|
Zhuhai Huajin Capital Co Ltd
SHE:000532 |
Asset Management | 5.10% |
|
Shaanxi International Trust Co Ltd
SHE:000563 |
Asset Management | 10.77% |
|
Sichuan Shuangma Cement Co Ltd
SHE:000935 |
Asset Management | 0.22% |
|
Sk Securities
KO:001510 |
Asset Management | 0.48% |
Annual Asset Resilience Ratio for Investor AB (publ) (2006–2024)
The table below shows the annual Asset Resilience Ratio data for Investor AB (publ).
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2024-12-31 | 1.72% | $16.33 Billion | $952.09 Billion | +0.20pp |
| 2023-12-31 | 1.51% | $12.67 Billion | $838.45 Billion | -0.30pp |
| 2022-12-31 | 1.81% | $13.14 Billion | $724.37 Billion | +1.79pp |
| 2021-12-31 | 0.03% | $204.00 Million | $795.54 Billion | -1.41pp |
| 2020-12-31 | 1.44% | $8.22 Billion | $571.05 Billion | +0.59pp |
| 2019-12-31 | 0.85% | $4.39 Billion | $517.46 Billion | +0.25pp |
| 2018-12-31 | 0.60% | $2.50 Billion | $416.43 Billion | -0.49pp |
| 2017-12-31 | 1.09% | $4.46 Billion | $408.57 Billion | -0.30pp |
| 2016-12-31 | 1.39% | $5.14 Billion | $369.97 Billion | +0.83pp |
| 2015-12-31 | 0.56% | $1.90 Billion | $336.59 Billion | -0.33pp |
| 2014-12-31 | 0.89% | $2.90 Billion | $323.49 Billion | +0.12pp |
| 2013-12-31 | 0.78% | $2.08 Billion | $267.15 Billion | -0.43pp |
| 2012-12-31 | 1.21% | $2.79 Billion | $229.65 Billion | -4.82pp |
| 2010-12-31 | 6.03% | $13.32 Billion | $220.77 Billion | +0.10pp |
| 2009-12-31 | 5.93% | $10.07 Billion | $169.74 Billion | -8.19pp |
| 2008-12-31 | 14.12% | $19.87 Billion | $140.66 Billion | +7.66pp |
| 2007-12-31 | 6.47% | $11.46 Billion | $177.23 Billion | -1.60pp |
| 2006-12-31 | 8.07% | $14.59 Billion | $180.94 Billion | -- |