Invalda INVL AB (STU:WTK) Pretax Margin %: 90.05% (As of Dec. 2025) — Near Median


STU:WTK Invalda INVL AB STU:WTK
81 GF Score
Price €26.80
GF Value €18.36
Valuation Significantly Overvalued
! 9 Warning Signs
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What is Invalda INVL AB Pretax Margin %?

Invalda INVL AB STU:WTK 81 Pretax Margin % is 90.05% as of Dec. 2025, which is 7% above its 10-year median of 83.96. GuruFocus rates STU:WTK with a GF Score™ of 81/100 and a GF Value™ of €18.36 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 1,570 Asset Management companies, Invalda INVL AB ranks worse than 58.79% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Invalda INVL AB's Pre-Tax Income for the six months ended in Dec. 2025 was €22.73 Mil. Invalda INVL AB's Revenue for the six months ended in Dec. 2025 was €25.25 Mil. Therefore, Invalda INVL AB's pretax margin for the quarter that ended in Dec. 2025 was 90.05%.

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

STU:WTK' s Pretax Margin % Range Over the Past 10 Years
Min: -2.26   Med: 83.96   Max: 178.24
Current: 75.31


STU:WTK's Pretax Margin % is ranked worse than
58.79% of 1570 companies
in the Asset Management industry
Industry Median: 89.62 vs STU:WTK: 75.31

Invalda INVL AB  (STU:WTK) Pretax Margin % Explanation

The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.

The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.

It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.

The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.


Invalda INVL AB Pretax Margin % Related Terms


Invalda INVL AB Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Invalda INVL AB's Pretax Margin % 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 Pretax Margin % Chart

Invalda INVL AB Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 92.60 61.10 143.75 62.23 75.31

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
Pretax Margin % 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 173.14 30.77 93.08 62.90 90.05

STU:WTK vs BLK, BX, KKR: Pretax Margin % Comparison

For the Asset Management subindustry, Invalda INVL AB's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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 Pretax Margin % vs Asset Management Industry

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

* The bar in red indicates where Invalda INVL AB's Pretax Margin % falls into.


STU:WTK
81GF Score
Invalda INVL AB STU:WTK
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Invalda INVL AB Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Invalda INVL AB's Pretax Margin for the fiscal year that ended in Dec. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Dec. 2025 )/Revenue (A: Dec. 2025 )
=41.602/55.244
=75.31 %

Invalda INVL AB's Pretax Margin for the quarter that ended in Dec. 2025 is calculated as

Pretax Margin=Pre-Tax Income (Q: Dec. 2025 )/Revenue (Q: Dec. 2025 )
=22.733/25.246
=90.05 %

* 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 Pretax Margin % →
What does a Pretax Margin % of 90.05% mean?
Invalda INVL AB (STU:WTK) has a Pretax Margin % of 90.05% as of Dec. 2025. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Invalda INVL AB and its competitors. This is near median its historical median of 83.96. According to the industry distribution chart, Invalda INVL AB ranks #923 out of 1570 companies in the Asset Management industry, placing it in the top 58.8%.
Is Invalda INVL AB's Pretax Margin % too high?
Invalda INVL AB's current Pretax Margin % of 90.05% is near median its 10-year median of 83.96. The Asset Management industry median Pretax Margin % is 89.62. Invalda INVL AB's value of 90.05% is 0.5% above this industry median. Based on the distribution chart, Invalda INVL AB ranks #923 out of 1570 companies in the Asset Management industry, which is below the industry midpoint. Overall, Invalda INVL AB has a GF Score™ of 81/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Invalda INVL AB's Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Invalda INVL AB ranks #923 out of 1570 companies for Pretax Margin %. This places Invalda INVL AB in the lower half of its industry. The industry median Pretax Margin % is 89.62. Invalda INVL AB's value of 90.05% is 0.5% above this benchmark. While the company's 10-year median is 83.96 vs. the industry median of 89.62, 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.62, based on 1,570 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invalda INVL AB's current Pretax Margin % of 90.05% is 0.5% 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Invalda INVL AB and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.62 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invalda INVL AB's current Pretax Margin % is 90.05%, which is near median its own 10-year median of 83.96. 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 (STU:WTK) is currently considered Significantly Overvalued. The stock's GF Value™ is €18.36, compared to a current price of €26.80 — trading 46% above its estimated fair value. The current Pretax Margin % is 90.05%, which is near median its 10-year median of 83.96 and 0.5% above the Asset Management industry median of 89.62. Invalda INVL AB's overall GF Score™ is 81/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Invalda INVL AB (STU:WTK), the current Pretax Margin % is 90.05% as of Dec. 2025. 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 (STU:WTK) Overvalued in 2026?

Based on GuruFocus' analysis, Invalda INVL AB stock appears to be overvalued. The current stock price of €26.80 is trading 46% above its estimated GF Value™ of €18.36. GuruFocus considers Invalda INVL AB to be Significantly Overvalued.

Key valuation signals for STU:WTK:

  • Pretax Margin %: 90.05% (near median its 10-year median of 83.96)
  • GF Value™: €18.36 vs. price of €26.80 (46% above fair value)
  • GF Score™: 81/100 with 9 warning signs
  • Industry Position: 0.5% above the Asset Management median (#923 of 1570)

No single metric tells the full story. See the STU: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:LithuaniaWTK:Germany
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.
81GF Score

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

€26.80
Price
€18.36
GF Value