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Invex ControladoraB de CVMEX:INVEXA 76 Return-on-Tangible-Asset is 1.32% as of Jun. 2026, which is 67% above its 10-year median of 0.79. GuruFocus rates MEX:INVEXA with a GF Score™ of 76/100 and a GF Value™ of MXN110.36 (Fairly Valued). The stock has 4 warning signs investors should review. Among 814 Capital Markets companies, Invex ControladoraB de CV ranks worse than 50.12% 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. Invex ControladoraB de CV's annualizedNet Income for the quarter that ended in Jun. 2026 was MXN3,175 Mil. Invex ControladoraB de CV's average total tangible assets for the quarter that ended in Jun. 2026 was MXN241,156 Mil. Therefore, Invex ControladoraB de CV's annualized Return-on-Tangible-Asset for the quarter that ended in Jun. 2026 was 1.32%.
The historical rank and industry rank for Invex ControladoraB de CV's Return-on-Tangible-Asset or its related term are showing as below:
MEX:INVEXA'
s Return-on-Tangible-Asset Range Over the Past 10 Years
Min: 0.49 Med: 0.79 Max: 1.71
Current: 1.6
During the past 13 years, Invex ControladoraB de CV's highest Return-on-Tangible-Asset was 1.71%. The lowest was 0.49%. And the median was 0.79%.
MEX:INVEXA's Return-on-Tangible-Asset is ranked worse than 50.12% of 814
companies
in the Capital Markets industry
Industry Median: 1.61
vs MEX:INVEXA: 1.60
Invex ControladoraB de CV (MEX:INVEXA) 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.
Invex ControladoraB de CV Return-on-Tangible-Asset Related Terms
Invex ControladoraB de CV Return-on-Tangible-Asset Historical Data
* Premium members only.
The historical data trend for Invex ControladoraB de CV'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.
Invex ControladoraB de CV Return-on-Tangible-Asset Chart
MEX:INVEXA vs MS, GS, SCHW: Return-on-Tangible-Asset Comparison
For the Capital Markets subindustry, Invex ControladoraB de CV'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.
Invex ControladoraB de CV Return-on-Tangible-Asset vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Invex ControladoraB de CV's Return-on-Tangible-Asset distribution charts can be found below:
* The bar in red indicates where Invex ControladoraB de CV'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 1.32% mean?
Invex ControladoraB de CV (MEX:INVEXA) has a Return-on-Tangible-Asset of 1.32% 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 Invex ControladoraB de CV and its competitors. This is 67% above median its historical median of 0.79. Over the past decade, Invex ControladoraB de CV's Return-on-Tangible-Asset has ranged from 0.49 to 1.71. According to the industry distribution chart, Invex ControladoraB de CV ranks #408 out of 814 companies in the Capital Markets industry, placing it in the top 50.1%.
Is Invex ControladoraB de CV's Return-on-Tangible-Asset too high?
Invex ControladoraB de CV's current Return-on-Tangible-Asset of 1.32% is 67% above median its 10-year median of 0.79. Over the past 10 years, this metric has ranged from a low of 0.49 to a high of 1.71. The Capital Markets industry median Return-on-Tangible-Asset is 1.61. Invex ControladoraB de CV's value of 1.32% is 18% below this industry median. Based on the distribution chart, Invex ControladoraB de CV ranks #408 out of 814 companies in the Capital Markets industry, which is below the industry midpoint. Overall, Invex ControladoraB de CV has a GF Score™ of 76/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Invex ControladoraB de CV's Return-on-Tangible-Asset compare to MS and GS?
According to the Capital Markets industry distribution chart, Invex ControladoraB de CV ranks #408 out of 814 companies for Return-on-Tangible-Asset. This places Invex ControladoraB de CV in the lower half of its industry. The industry median Return-on-Tangible-Asset is 1.61. Invex ControladoraB de CV's value of 1.32% is 18% below this benchmark. Historically, Invex ControladoraB de CV's own Return-on-Tangible-Asset has ranged from 0.49 to 1.71 over the past decade. While the company's 10-year median is 0.79 vs. the industry median of 1.61, Invex ControladoraB de CV has consistently been below 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 a Capital Markets company?
The median Return-on-Tangible-Asset among Capital Markets companies is 1.61, based on 814 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. Invex ControladoraB de CV's current Return-on-Tangible-Asset of 1.32% is 18% below 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 Invex ControladoraB de CV and its competitors. For the Capital Markets industry, the median Return-on-Tangible-Asset is 1.61 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invex ControladoraB de CV's current Return-on-Tangible-Asset is 1.32%, which is 67% above median its own 10-year median of 0.79. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invex ControladoraB de CV stock overvalued right now?
Based on GuruFocus' analysis, Invex ControladoraB de CV (MEX:INVEXA) is currently considered Fairly Valued. The stock's GF Value™ is MXN110.36, compared to a current price of MXN104.55 — trading 5.3% below its estimated fair value. The current Return-on-Tangible-Asset is 1.32%, which is 67% above median its 10-year median of 0.79 and 18% below the Capital Markets industry median of 1.61. Invex ControladoraB de CV's overall GF Score™ is 76/100 with 4 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 Invex ControladoraB de CV (MEX:INVEXA), the current Return-on-Tangible-Asset is 1.32% 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 Invex ControladoraB de CV (MEX:INVEXA) Overvalued in 2026?
Based on GuruFocus' analysis, Invex ControladoraB de CV stock appears to be undervalued.
The current stock price of MXN104.55 is trading 5.3% below its estimated GF Value™ of MXN110.36.
GuruFocus considers Invex ControladoraB de CV to be Fairly Valued.
Key valuation signals for MEX:INVEXA:
Return-on-Tangible-Asset: 1.32% (67% above median its 10-year median of 0.79)
GF Value™: MXN110.36 vs. price of MXN104.55 (5.3% below fair value)
Industry Position: 18% below the Capital Markets median (#408 of 814)
No single metric tells the full story. See the MEX:INVEXA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Invex Controladora SAB de CV is a holding company that operates in the financial sectors. The company through its subsidiaries, provides banking, brokerage and consumer credit services.
76GF Score
Get the complete analysis for MEX:INVEXA
Return-on-Tangible-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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