2invest AG (CHIX:2INVD) Equity-to-Asset: 0.98 (As of Jun. 2026) — Near Median

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CHIX:2INVD 2invest AG CHIX:2INVD
31 GF Score
Price €11.25
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What is 2invest AG Equity-to-Asset?

2invest AG CHIX:2INVD 31 Equity-to-Asset is 0.98 as of Jun. 2026, which is 2% above its 10-year median of 0.96. GuruFocus rates CHIX:2INVD with a GF Score™ of 31/100. Among 1,618 Asset Management companies, 2invest AG ranks better than 82.51% on this metric.

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. 2invest AG's Total Stockholders Equity for the quarter that ended in Jun. 2026 was €76.12 Mil. 2invest AG's Total Assets for the quarter that ended in Jun. 2026 was €77.56 Mil.

The historical rank and industry rank for 2invest AG's Equity-to-Asset or its related term are showing as below:

CHIX:2INVd' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.73   Med: 0.96   Max: 0.99
Current: 0.98

During the past 13 years, the highest Equity to Asset Ratio of 2invest AG was 0.99. The lowest was 0.73. And the median was 0.96.

CHIX:2INVd's Equity-to-Asset is ranked better than
82.51% of 1618 companies
in the Asset Management industry
Industry Median: 0.83 vs CHIX:2INVd: 0.98

2invest AG  (CHIX:2INVd) Equity-to-Asset Explanation

Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.

For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.


2invest AG Equity-to-Asset Related Terms


2invest AG Equity-to-Asset Historical Data

* Premium members only.

The historical data trend for 2invest AG's Equity-to-Asset can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

2invest AG Equity-to-Asset Chart

2invest AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.95 0.99 0.98 0.99 0.98

2invest AG Semi-Annual Data
Mar11 Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Jun20 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25 Jun26
Equity-to-Asset Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.99 0.99 0.98 0.98 0.98

CHIX:2INVD vs BLK, BX, KKR: Equity-to-Asset Comparison

For the Asset Management subindustry, 2invest AG's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


2invest AG Equity-to-Asset vs Asset Management Industry

For the Asset Management industry and Financial Services sector, 2invest AG's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where 2invest AG's Equity-to-Asset falls into.


CHIX:2INVD
31GF Score
2invest AG CHIX:2INVD
Equity-to-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
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2invest AG Equity-to-Asset Calculation

Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.

Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.

2invest AG's Equity to Asset Ratio for the fiscal year that ended in Dec. 2025 is calculated as

Equity to Asset (A: Dec. 2025 )=Total Stockholders Equity/Total Assets
=86.145/88.049
=

2invest AG's Equity to Asset Ratio for the quarter that ended in Jun. 2026 is calculated as

Equity to Asset (Q: Jun. 2026 )=Total Stockholders Equity/Total Assets
=76.116/77.559
=

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Equity-to-Asset →
What does a Equity-to-Asset of 0.98 mean?
2invest AG (CHIX:2INVD) has a Equity-to-Asset of 0.98 as of Jun. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on 2invest AG and its competitors. This is near median its historical median of 0.96. Over the past decade, 2invest AG's Equity-to-Asset has ranged from 0.73 to 0.99. According to the industry distribution chart, 2invest AG ranks #283 out of 1618 companies in the Asset Management industry, placing it in the top 17.5%.
Is 2invest AG's Equity-to-Asset too high?
2invest AG's current Equity-to-Asset of 0.98 is near median its 10-year median of 0.96. Over the past 10 years, this metric has ranged from a low of 0.73 to a high of 0.99. The Asset Management industry median Equity-to-Asset is 0.83. 2invest AG's value of 0.98 is 18.1% above this industry median. Based on the distribution chart, 2invest AG ranks #283 out of 1618 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, 2invest AG has a GF Score™ of 31/100, reflecting its overall financial health beyond just this single metric.
How does 2invest AG's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, 2invest AG ranks #283 out of 1618 companies for Equity-to-Asset. This places 2invest AG in the top 18% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. 2invest AG's value of 0.98 is 18.1% above this benchmark. Historically, 2invest AG's own Equity-to-Asset has ranged from 0.73 to 0.99 over the past decade. While the company's 10-year median is 0.96 vs. the industry median of 0.83, 2invest AG has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,618 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. 2invest AG's current Equity-to-Asset of 0.98 is 18.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on 2invest AG and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. 2invest AG's current Equity-to-Asset is 0.98, which is near median its own 10-year median of 0.96. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is 2invest AG stock overvalued right now?
2invest AG (CHIX:2INVD) has a current Equity-to-Asset of 0.98. The current Equity-to-Asset is 0.98, which is near median its 10-year median of 0.96 and 18.1% above the Asset Management industry median of 0.83. 2invest AG's overall GF Score™ is 31/100. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For 2invest AG (CHIX:2INVD), the current Equity-to-Asset is 0.98 as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

2invest AG Business Description

Other Exchanges 2INV:Germany
Address Ziegelhauser Landstr. 3, Heidelberg, BW, DEU, 69120
2invest AG is engaged in the acquisition, management, and sale of investments in corporations and partnerships, especially but not exclusively in the biotechnology, life science, and IT sectors in Germany and abroad.
31GF Score

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Equity-to-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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