Invalda INVL AB (FRA:WTK) PB Ratio: 1.29 (As of Jul. 14, 2026) — 25% Above Median

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FRA:WTK Invalda INVL AB FRA:WTK
88 GF Score
Price €27.40
GF Value €19.03
Valuation Significantly Overvalued
! 9 Warning Signs
View Full Analysis

What is Invalda INVL AB PB Ratio?

Invalda INVL AB FRA:WTK +1.48% 88 PB Ratio is 1.29 as of Jul. 14, 2026, which is 25% above its 10-year median of 1.03. GuruFocus rates FRA:WTK with a GF Score™ of 88/100 and a GF Value™ of €19.03 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 1,602 Asset Management companies, Invalda INVL AB ranks worse than 76.47% on this metric.

The PB Ratio, or Price-to-Book ratio, or Price/Book, is a financial ratio used to compare a company's market price to its Book Value per Share. As of today (2026-07-14), Invalda INVL AB's share price is €27.40. Invalda INVL AB's Book Value per Share for the quarter that ended in Dec. 2025 was €21.25. Hence, Invalda INVL AB's PB Ratio of today is 1.29.

Warning Sign:

Invalda INVL AB stock PB Ratio (=1.31) is close to 3-year high of 1.41.

The historical rank and industry rank for Invalda INVL AB's PB Ratio or its related term are showing as below:

FRA:WTK' s PB Ratio Range Over the Past 10 Years
Min: 0.76   Med: 1.03   Max: 2.42
Current: 1.31

During the past 13 years, Invalda INVL AB's highest PB Ratio was 2.42. The lowest was 0.76. And the median was 1.03.

FRA:WTK's PB Ratio is ranked worse than
76.47% of 1602 companies
in the Asset Management industry
Industry Median: 0.96 vs FRA:WTK: 1.31

During the past 12 months, Invalda INVL AB's average Book Value Per Share Growth Rate was 15.00% per year. During the past 3 years, the average Book Value Per Share Growth Rate was 24.30% per year. During the past 5 years, the average Book Value Per Share Growth Rate was 23.90% per year. During the past 10 years, the average Book Value Per Share Growth Rate was 18.40% per year.

During the past 13 years, the highest 3-Year average Book Value Per Share Growth Rate of Invalda INVL AB was 60.10% per year. The lowest was -37.50% per year. And the median was 20.10% per year.

Back to Basics: PB Ratio


Invalda INVL AB  (FRA:WTK) PB Ratio Explanation

Unlike valuation ratios relative to the earning power such as PE Ratio, PE Ratio without NRI, PS Ratio, Price-to-Operating-Cash-Flow , or Price-to-Free-Cash-Flow, the PB Ratio measures the valuation of the stock relative to the underlying asset of the company.

The PB Ratio works the best for the businesses that earn most of their profit from their assets, e.g. banks and insurance companies.


Be Aware

Some businesses have very light assets, such as software companies or insurance agencies. The PB Ratio does not work well for these companies. Some companies even have negative equity, so the PB Ratio cannot be applied to them.


Invalda INVL AB PB Ratio Related Terms


Invalda INVL AB PB Ratio Historical Data

* Premium members only.

The historical data trend for Invalda INVL AB's PB Ratio 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.

Invalda INVL AB PB Ratio Chart

Invalda INVL AB Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.99 0.73 0.99 1.08

Invalda INVL AB Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
PB Ratio 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 0.73 0.87 0.99 1.01 1.08

FRA:WTK vs BLK, BX, KKR: PB Ratio Comparison

For the Asset Management subindustry, Invalda INVL AB's PB Ratio, along with its competitors' market caps and PB Ratio 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.


Invalda INVL AB PB Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Invalda INVL AB's PB Ratio distribution charts can be found below:

* The bar in red indicates where Invalda INVL AB's PB Ratio falls into.


FRA:WTK
88GF Score
Invalda INVL AB FRA:WTK
PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Invalda INVL AB PB Ratio Calculation

The PB Ratio, or Price-to-Book ratio, or Price/Book, is a financial ratio used to compare a company's market price to its Book Value per Share. It is a ratio widely used to value stocks.

Invalda INVL AB's PB Ratio for today is calculated as follows:

PB Ratio=Share Price/Book Value per Share (Q: Dec. 2025)
=27.40/21.247
=1.29

* 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.

It can also be calculated from the numbers for the whole company:

A closely related ratio is called Price-to-Tangible-Book. The difference between Price-to-Tangible-Book and PB Ratio is that book value other than intangibles are used in the calculation.

Frequently Asked Questions Learn more about PB Ratio →
What does a PB Ratio of 1.29 mean?
Invalda INVL AB (FRA:WTK) has a PB Ratio of 1.29 as of Jul. 14, 2026. Price-to-Book ratio is the ratio of share price to a company's book value per share. View historical data on Invalda INVL AB and its competitors. This is 25% above median its historical median of 1.03. Over the past decade, Invalda INVL AB's PB Ratio has ranged from 0.76 to 2.42. According to the industry distribution chart, Invalda INVL AB ranks #1225 out of 1602 companies in the Asset Management industry, placing it in the top 76.5%.
Is Invalda INVL AB's PB Ratio too high?
Invalda INVL AB's current PB Ratio of 1.29 is 25% above median its 10-year median of 1.03. Over the past 10 years, this metric has ranged from a low of 0.76 to a high of 2.42. The Asset Management industry median PB Ratio is 0.96. Invalda INVL AB's value of 1.29 is 34.4% above this industry median. Based on the distribution chart, Invalda INVL AB ranks #1225 out of 1602 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Invalda INVL AB has a GF Score™ of 88/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Invalda INVL AB's PB Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Invalda INVL AB ranks #1225 out of 1602 companies for PB Ratio. This places Invalda INVL AB in the lower half of its industry. The industry median PB Ratio is 0.96. Invalda INVL AB's value of 1.29 is 34.4% above this benchmark. Historically, Invalda INVL AB's own PB Ratio has ranged from 0.76 to 2.42 over the past decade. While the company's 10-year median is 1.03 vs. the industry median of 0.96, Invalda INVL AB 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 PB Ratio for an Asset Management company?
The median PB Ratio among Asset Management companies is 0.96, based on 1,602 companies in the industry. Companies in the top quartile (top 25%) have a PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invalda INVL AB's current PB Ratio of 1.29 is 34.4% 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 PB Ratio mean?
A high PB Ratio can signal that a stock is expensive relative to its fundamentals. Price-to-Book ratio is the ratio of share price to a company's book value per share. View historical data on Invalda INVL AB and its competitors. For the Asset Management industry, the median PB Ratio is 0.96 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invalda INVL AB's current PB Ratio is 1.29, which is 25% above median its own 10-year median of 1.03. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invalda INVL AB stock overvalued right now?
Based on GuruFocus' analysis, Invalda INVL AB (FRA:WTK) is currently considered Significantly Overvalued. The stock's GF Value™ is €19.03, compared to a current price of €27.40 — trading 44% above its estimated fair value. The current PB Ratio is 1.29, which is 25% above median its 10-year median of 1.03 and 34.4% above the Asset Management industry median of 0.96. Invalda INVL AB's overall GF Score™ is 88/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is PB Ratio calculated?
PB Ratio is calculated from a company's financial statements. For Invalda INVL AB (FRA:WTK), the current PB Ratio is 1.29 as of Jul. 14, 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.

Is Invalda INVL AB (FRA:WTK) Overvalued in 2026?

Based on GuruFocus' analysis, Invalda INVL AB stock appears to be overvalued. The current stock price of €27.40 is trading 44% above its estimated GF Value™ of €19.03. GuruFocus considers Invalda INVL AB to be Significantly Overvalued.

Key valuation signals for FRA:WTK:

  • PB Ratio: 1.29 (25% above median its 10-year median of 1.03)
  • GF Value™: €19.03 vs. price of €27.40 (44% above fair value)
  • GF Score™: 88/100 with 9 warning signs
  • Industry Position: 34.4% above the Asset Management median (#1225 of 1602)

No single metric tells the full story. See the FRA:WTK stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Invalda INVL AB Business Description

Other Exchanges IVL1L:Lithuania
Address Gyneju Street 14, Vilnius, LTU, LT-01109
Invalda INVL AB is an asset management company. It operates through the Asset management and Historical Investments activity segments. The Asset management segment includes pension, investment funds, alternative investments (private equity, real assets, and private debt) and portfolio management, financial brokerage, and land administration services. The Historical Investments activity segment includes the group investment activities to the unconsolidated subsidiaries, associates, and financial assets at fair value and administrative activities of the companies. The main investment activities of the company are Agriculture; Life insurance; Facility management; Real estate; and Bank activities. The majority of its revenue comes from the Asset management segment.
88GF Score

Get the complete analysis for FRA:WTK

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

€27.40
Price
€19.03
GF Value