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Investor ABCHIX:INVEAS 56 Return-on-Tangible-Asset is 43.59% as of Jun. 2026, which is 218% above its 10-year median of 13.69. GuruFocus rates CHIX:INVEAS with a GF Score™ of 56/100 and a GF Value™ of kr449.98. The stock has 7 warning signs investors should review. Among 1,636 Asset Management companies, Investor AB ranks better than 92.42% on this metric.
Return-on-Tangible-Asset is calculated as Net Income divided by its average total tangible assets. Total tangible assets equals to Total Assets minus Intangible Assets. Investor AB's annualizedNet Income for the quarter that ended in Jun. 2026 was kr469,172 Mil. Investor AB's average total tangible assets for the quarter that ended in Jun. 2026 was kr1,076,250 Mil. Therefore, Investor AB's annualized Return-on-Tangible-Asset for the quarter that ended in Jun. 2026 was 43.59%.
The historical rank and industry rank for Investor AB's Return-on-Tangible-Asset or its related term are showing as below:
CHIX:INVEAs'
s Return-on-Tangible-Asset Range Over the Past 10 Years
Min: -11.2 Med: 13.69 Max: 37.92
Current: 26.41
During the past 13 years, Investor AB's highest Return-on-Tangible-Asset was 37.92%. The lowest was -11.20%. And the median was 13.69%.
CHIX:INVEAs's Return-on-Tangible-Asset is ranked better than 92.42% of 1636
companies
in the Asset Management industry
Industry Median: 4.235
vs CHIX:INVEAs: 26.41
Investor AB (CHIX:INVEAs) Return-on-Tangible-Asset Explanation
Return-on-Tangible-Asset measures the rate of return on the average total tangible assets (total assets minus intangible assets). Tangible means physical in nature. Intangible Assets are assets that are not physical in nature, and typically "derive their value from legal or intellectual rights." Return-on-Tangible-Asset measures a firm's efficiency at generating profits from its tangible assets. It shows how well a company uses what it has to generate earnings. Return-on-Tangible-Assets can vary drastically across industries. Therefore, Return-on-Tangible-Asset should not be used to compare companies in different industries.
Be Aware
Like ROE and ROA, Return-on-Tangible-Asset is calculated with only 12 months data. Fluctuations in the companys earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. Return-on-Tangible-Asset can be affected by events such as stock buyback or issuance, and by a companys tax rate and its interest payment. Return-on-Tangible-Asset may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high Return-on-Tangible-Asset may indicate vulnerability in the durability of the competitive advantage.
Investor AB Return-on-Tangible-Asset Related Terms
Investor AB Return-on-Tangible-Asset Historical Data
* Premium members only.
The historical data trend for Investor AB's Return-on-Tangible-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.
CHIX:INVEAS vs BLK, BX, KKR: Return-on-Tangible-Asset Comparison
For the Asset Management subindustry, Investor AB's Return-on-Tangible-Asset, along with its competitors' market caps and Return-on-Tangible-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.
Investor AB Return-on-Tangible-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Investor AB's Return-on-Tangible-Asset distribution charts can be found below:
* The bar in red indicates where Investor AB's Return-on-Tangible-Asset falls into.
* 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.
In the calculation of annual Return-on-Tangible-Asset, the net income of the last fiscal year and the average total tangible assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is four times the quarterly (Jun. 2026) net income data.
What does a Return-on-Tangible-Asset of 43.59% mean?
Investor AB (CHIX:INVEAS) has a Return-on-Tangible-Asset of 43.59% as of Jun. 2026. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Investor AB and its competitors. This is 218% above median its historical median of 13.69. According to the industry distribution chart, Investor AB ranks #124 out of 1636 companies in the Asset Management industry, placing it in the top 7.6%.
Is Investor AB's Return-on-Tangible-Asset too high?
Investor AB's current Return-on-Tangible-Asset of 43.59% is 218% above median its 10-year median of 13.69. The Asset Management industry median Return-on-Tangible-Asset is 4.24. Investor AB's value of 43.59% is 929.3% above this industry median. Based on the distribution chart, Investor AB ranks #124 out of 1636 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Investor AB has a GF Score™ of 56/100, reflecting its overall financial health beyond just this single metric.
How does Investor AB's Return-on-Tangible-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Investor AB ranks #124 out of 1636 companies for Return-on-Tangible-Asset. This places Investor AB in the top 8% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Asset is 4.24. Investor AB's value of 43.59% is 929.3% above this benchmark. While the company's 10-year median is 13.69 vs. the industry median of 4.24, Investor 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 Return-on-Tangible-Asset for an Asset Management company?
The median Return-on-Tangible-Asset among Asset Management companies is 4.24, based on 1,636 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Asset significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Investor AB's current Return-on-Tangible-Asset of 43.59% is 929.3% 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 Return-on-Tangible-Asset mean?
A high Return-on-Tangible-Asset can signal that a stock is expensive relative to its fundamentals. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Investor AB and its competitors. For the Asset Management industry, the median Return-on-Tangible-Asset is 4.24 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Investor AB's current Return-on-Tangible-Asset is 43.59%, which is 218% above median its own 10-year median of 13.69. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Investor AB stock overvalued right now?
Investor AB (CHIX:INVEAS) has a current Return-on-Tangible-Asset of 43.59%. The stock's GF Value™ is kr449.98, compared to a current price of kr361.75 — trading 19.6% below its estimated fair value. The current Return-on-Tangible-Asset is 43.59%, which is 218% above median its 10-year median of 13.69 and 929.3% above the Asset Management industry median of 4.24. Investor AB's overall GF Score™ is 56/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Asset calculated?
Return-on-Tangible-Asset is calculated from a company's financial statements. For Investor AB (CHIX:INVEAS), the current Return-on-Tangible-Asset is 43.59% 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.
Is Investor AB (CHIX:INVEAS) Overvalued in 2026?
Based on GuruFocus' analysis, Investor AB stock appears to be undervalued.
The current stock price of kr361.75 is trading 19.6% below its estimated GF Value™ of kr449.98.
Key valuation signals for CHIX:INVEAS:
Return-on-Tangible-Asset: 43.59% (218% above median its 10-year median of 13.69)
GF Value™: kr449.98 vs. price of kr361.75 (19.6% below fair value)
Industry Position: 929.3% above the Asset Management median (#124 of 1636)
No single metric tells the full story. See the CHIX:INVEAS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Investor AB is an industrial holding company with a long-term, active investment portfolio plan. Its operations are divided into three business areas: Listed Companies, Patricia Industries, and Investments in EQT. The majority of the company's revenue is generated from dividends and changes in the value of its investment in other listed companies. Geographically, it generates the maximum revenue from the United States, with the remainder coming from Sweden, the United Kingdom, France, Germany, South America, Africa, and other regions.
56GF Score
Get the complete analysis for CHIX:INVEAS
Return-on-Tangible-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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