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← CockpitCompetitor Analysis › ORES.ST Investment AB OresundOpen in the cockpit ↗

Investment AB OresundORES.STCompetitor analysis, valuation and peers

Sweden · SEK·Financials›Investment Managers
Momentum strong 61
Mkt cap
$712M
US dollars, full cap
Free float
56%
of shares outstanding
$/day
$712,215
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 6.9%
Hurdle
n/a
no reverse DCF
Close · SEKSEK 153.40
1D+0.3%
1W+4.1%
1M+8.5%
3M+7.9%
6M+7.7%
YTD+30.0%
1Y+26.8%
ATR %1.9%
52w lowhigh4.1% off high

What Investment AB Oresund does

Employees: 6

Investment AB Oresund at a glance

Size Investment AB Oresund (ORES.ST) is a Sweden Financials company (Investment Managers) with a market value of $712M, the 155th largest of 221 Sweden companies the cockpit tracks. Shares closed at SEK 153.40 on 6 Nov 2026.

Performance Over six months the shares gained 7.7%, against -7.4% for the median peer and +8.2% for the Sweden market (cap-weighted) — 4th highest of 21 in its peer set.

Growth Revenue fell 8.1% over the last twelve months (peer median +10.0%); the operating margin is 740.9% (peer median 37.2%).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026ORES.ST 108Peer median 93
Six months, rebased to 100: Investment AB Oresund against the median of its 20 peers (local-currency closes).

Investment AB Oresund financials

Reported figures in SEK; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueSEK 164MSEK 33.4MSEK 222MSEK 214M-SEK 54.7M
Revenue growth—-85%+4%——
EBITDAn/aSEK 859MSEK 417MSEK 233M-SEK 1.68B
Net incomeSEK 1.24BSEK 860MSEK 423MSEK 247M-SEK 1.68B
Free cash flowSEK 164MSEK 157MSEK 188MSEK 137MSEK 60.0M
Capital expenditureSEK 0SEK 0SEK 115,000SEK 232,000SEK 0
Total debtn/aSEK 13.4MSEK 17.4MSEK 21.0MSEK 10.5M

Quarterly statements and history in the cockpit →

Investment AB Oresund competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%-10%0%+10%-10%0%+10%8595LFGPOLNAGF-BMAF3887MUXAD-UNCVGRPLKBDCEVLIHANVRTSCNICODINGIABXPOLRQALORES.ST6-month return →1-month return →
Up and to the right = strong over both horizons. Investment AB Oresund is the large dot.

Investment AB Oresund competitors and peer comparison

How Investment AB Oresund compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Investment AB Oresund against its 20 peers (data as of 6 Nov 2026)
MeasureORES.STPeer medianRank in peer set
1-month return+8.5%-1.3%3rd highest of 21
6-month return+7.7%-7.4%4th highest of 21
Distance from 52-week high-4.1%-26.1%3rd highest of 21
Revenue growth (TTM)-8.1%+10.0%3rd lowest of 21
Operating margin740.9%37.2%2nd highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Investment AB Oresund ORES.STSweden$712M+8%-8%741%n/an/an/a
JAFCO 8595.TJapan$713M-1%-38%27%n/an/an/a
Liberty Financial LFG.AXAustralia$705M+3%-3%70%n/an/an/a
Pollen Street POLN.LUnited Kingdom$741M+11%-5%68%n/an/an/a
AGF Management AGF-B.TOCanada$662M-13%+12%31%n/an/an/a
MA Financial MAF.AXAustralia$661M-23%+42%33%n/an/an/a
HashKey 3887.HKHong Kong$660M-56%+34%-130%n/an/an/a
Mutares SE & Co. KGaA MUX.DEGermany$769M+2%+17%-10%n/an/an/a
Alaris Equity Partners Income Trust Trust Units Reg S 3c7 AD-UN.TOCanada$780M-5%+4%62%n/an/an/a
Clairvest CVG.TOCanada$808M+15%-94%1,366%n/an/an/a
Regal Partners RPL.AXAustralia$626M-15%+97%56%n/an/an/a
Kayne Anderson BDC KBDCUnited States$820M-17%-3%70%n/an/an/a
Evli EVLI.HEFinland$614M-7%+13%41%n/an/an/a
Hansa Investment HAN.LUnited Kingdom$830M+12%+27%418%n/an/an/a
Virtus Investment Partners VRTSUnited States$843M-12%-5%15%n/an/an/a
Centuria Capital CNI.AXAustralia$848M-25%+3%56%n/an/an/a
Compass Diversified CODIUnited States$851M-9%+8%5%n/an/an/a
Navigator Global Investments NGI.AXAustralia$858M-21%+2%11%n/an/an/a
Abacus Global Management ABXUnited States$859M-3%+64%33%n/an/an/a
Polar Capital POLR.LUnited Kingdom$872M-8%+19%29%n/an/an/a
Qualitas QAL.AXAustralia$572M-3%+12%46%n/an/an/a

Questions

Which companies are Investment AB Oresund's closest peers?
The cockpit's peer set: JAFCO (8595.T), Liberty Financial (LFG.AX), Pollen Street (POLN.L), AGF Management (AGF-B.TO), MA Financial (MAF.AX), HashKey (3887.HK), Mutares SE & Co. KGaA (MUX.DE), Alaris Equity Partners Income Trust Trust Units Reg S 3c7 (AD-UN.TO).
How has Investment AB Oresund stock performed?
Over six months to 6 Nov 2026 the shares returned +7.7% against -7.4% for the median peer; over one year +26.8%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.