Investment AB Oresund (CHIX:ORESS) Return-on-Tangible-Asset: 35.48% (As of Mar. 2026) — 355% Above Median


CHIX:ORESS Investment AB Oresund CHIX:ORESS
34 GF Score
Price kr106.20
! 2 Warning Signs
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What is Investment AB Oresund Return-on-Tangible-Asset?

Investment AB Oresund CHIX:ORESS 34 Return-on-Tangible-Asset is 35.48% as of Mar. 2026, which is 355% above its 10-year median of 7.80. GuruFocus rates CHIX:ORESS with a GF Score™ of 34/100. The stock has 2 warning signs investors should review. Among 1,632 Asset Management companies, Investment AB Oresund ranks better than 90.87% 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. Investment AB Oresund's annualized Net Income for the quarter that ended in Mar. 2026 was kr1,983 Mil. Investment AB Oresund's average total tangible assets for the quarter that ended in Mar. 2026 was kr5,589 Mil. Therefore, Investment AB Oresund's annualized Return-on-Tangible-Asset for the quarter that ended in Mar. 2026 was 35.48%.

The historical rank and industry rank for Investment AB Oresund's Return-on-Tangible-Asset or its related term are showing as below:

CHIX:ORESs' s Return-on-Tangible-Asset Range Over the Past 10 Years
Min: -29.16   Med: 7.8   Max: 22.78
Current: 22.78

During the past 13 years, Investment AB Oresund's highest Return-on-Tangible-Asset was 22.78%. The lowest was -29.16%. And the median was 7.80%.

CHIX:ORESs's Return-on-Tangible-Asset is ranked better than
90.87% of 1632 companies
in the Asset Management industry
Industry Median: 4.07 vs CHIX:ORESs: 22.78

Investment AB Oresund  (CHIX:ORESs) 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 company’s 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 company’s 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.


Investment AB Oresund Return-on-Tangible-Asset Related Terms


Investment AB Oresund Return-on-Tangible-Asset Historical Data

* Premium members only.

The historical data trend for Investment AB Oresund'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.

Investment AB Oresund Return-on-Tangible-Asset Chart

Investment AB Oresund Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Return-on-Tangible-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 20.13 -29.16 5.24 8.95 16.99

Investment AB Oresund Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Return-on-Tangible-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 11.91 47.85 -23.59 31.23 35.48

CHIX:ORESS vs BLK, BX, KKR: Return-on-Tangible-Asset Comparison

For the Asset Management subindustry, Investment AB Oresund'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.


Investment AB Oresund Return-on-Tangible-Asset vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Investment AB Oresund's Return-on-Tangible-Asset distribution charts can be found below:

* The bar in red indicates where Investment AB Oresund's Return-on-Tangible-Asset falls into.


CHIX:ORESS
34GF Score
Investment AB Oresund CHIX:ORESS
Return-on-Tangible-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
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Investment AB Oresund Return-on-Tangible-Asset Calculation

Investment AB Oresund's annualized Return-on-Tangible-Asset for the fiscal year that ended in Dec. 2025 is calculated as:

Return-on-Tangible-Asset=Net Income/( (Total Tangible Assets+Total Tangible Assets)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=Net Income/( (Total Assets - Intangible Assets+Total Assets - Intangible Assets)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=859.55/( (4784.769+5332.509)/ 2 )
=859.55/5058.639
=16.99 %

Investment AB Oresund's annualized Return-on-Tangible-Asset for the quarter that ended in Mar. 2026 is calculated as:

Return-on-Tangible-Asset=Net Income/( (Total Tangible Assets+Total Tangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=Net Income/( (Total Assets - Intangible Assets+Total Assets - Intangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=1983.2/( (5332.509+5846.1)/ 2 )
=1983.2/5589.3045
=35.48 %

* 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 (Mar. 2026) net income data.

What does a Return-on-Tangible-Asset of 35.48% mean?
Investment AB Oresund (CHIX:ORESS) has a Return-on-Tangible-Asset of 35.48% as of Mar. 2026. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Investment AB Oresund and its competitors. This is 355% above median its historical median of 7.80. According to the industry distribution chart, Investment AB Oresund ranks #149 out of 1632 companies in the Asset Management industry, placing it in the top 9.1%.
Is Investment AB Oresund's Return-on-Tangible-Asset too high?
Investment AB Oresund's current Return-on-Tangible-Asset of 35.48% is 355% above median its 10-year median of 7.80. The Asset Management industry median Return-on-Tangible-Asset is 4.07. Investment AB Oresund's value of 35.48% is 771.7% above this industry median. Based on the distribution chart, Investment AB Oresund ranks #149 out of 1632 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Investment AB Oresund has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does Investment AB Oresund's Return-on-Tangible-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Investment AB Oresund ranks #149 out of 1632 companies for Return-on-Tangible-Asset. This places Investment AB Oresund in the top 9% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Asset is 4.07. Investment AB Oresund's value of 35.48% is 771.7% above this benchmark. While the company's 10-year median is 7.80 vs. the industry median of 4.07, Investment AB Oresund 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 4.07, based on 1,632 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. Investment AB Oresund's current Return-on-Tangible-Asset of 35.48% is 771.7% 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 Investment AB Oresund and its competitors. For the Asset Management industry, the median Return-on-Tangible-Asset is 4.07 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Investment AB Oresund's current Return-on-Tangible-Asset is 35.48%, which is 355% above median its own 10-year median of 7.80. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Investment AB Oresund stock overvalued right now?
Investment AB Oresund (CHIX:ORESS) has a current Return-on-Tangible-Asset of 35.48%. The current Return-on-Tangible-Asset is 35.48%, which is 355% above median its 10-year median of 7.80 and 771.7% above the Asset Management industry median of 4.07. Investment AB Oresund's overall GF Score™ is 34/100 with 2 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 Investment AB Oresund (CHIX:ORESS), the current Return-on-Tangible-Asset is 35.48% as of Mar. 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.

Investment AB Oresund Business Description

Other Exchanges ORES:Sweden0RGB:UK
Address Norrlandsgatan 15, 6 tr, Box 7621, Stockholm, SWE, 103 94
Investment AB Oresund is an asset management company that invests mainly in c securities. The company is engaged in to make long-term investments in a limited number of companies. The company's portfolio includes such listed companies as Bilia, Fabege, SEB, as well as such unlisted entities as Carnegie and Acne.
34GF Score

Get the complete analysis for CHIX:ORESS

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

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