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AFP PlanvitalXSGO:PLANVITAL 96 Return-on-Tangible-Asset is 37.72% as of Jun. 2026, which is 54% above its 10-year median of 24.49. GuruFocus rates XSGO:PLANVITAL with a GF Score™ of 96/100 and a GF Value™ of CLP229.95 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 1,619 Asset Management companies, AFP Planvital ranks better than 93.89% 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. AFP Planvital's annualizedNet Income for the quarter that ended in Jun. 2026 was CLP86,078 Mil. AFP Planvital's average total tangible assets for the quarter that ended in Jun. 2026 was CLP225,806 Mil. Therefore, AFP Planvital's annualized Return-on-Tangible-Asset for the quarter that ended in Jun. 2026 was 37.72%.
The historical rank and industry rank for AFP Planvital's Return-on-Tangible-Asset or its related term are showing as below:
XSGO:PLANVITAL'
s Return-on-Tangible-Asset Range Over the Past 10 Years
Min: 1.31 Med: 24.49 Max: 41.17
Current: 32.06
During the past 13 years, AFP Planvital's highest Return-on-Tangible-Asset was 41.17%. The lowest was 1.31%. And the median was 24.49%.
XSGO:PLANVITAL's Return-on-Tangible-Asset is ranked better than 93.89% of 1619
companies
in the Asset Management industry
Industry Median: 4.66
vs XSGO:PLANVITAL: 32.06
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.
AFP Planvital Return-on-Tangible-Asset Related Terms
AFP Planvital Return-on-Tangible-Asset Historical Data
* Premium members only.
The historical data trend for AFP Planvital'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.
XSGO:PLANVITAL vs BLK, BX, KKR: Return-on-Tangible-Asset Comparison
For the Asset Management subindustry, AFP Planvital'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.
AFP Planvital Return-on-Tangible-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, AFP Planvital's Return-on-Tangible-Asset distribution charts can be found below:
* The bar in red indicates where AFP Planvital'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 37.72% mean?
AFP Planvital (XSGO:PLANVITAL) has a Return-on-Tangible-Asset of 37.72% 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 AFP Planvital and its competitors. This is 54% above median its historical median of 24.49. Over the past decade, AFP Planvital's Return-on-Tangible-Asset has ranged from 1.31 to 41.17. According to the industry distribution chart, AFP Planvital ranks #99 out of 1619 companies in the Asset Management industry, placing it in the top 6.1%.
Is AFP Planvital's Return-on-Tangible-Asset too high?
AFP Planvital's current Return-on-Tangible-Asset of 37.72% is 54% above median its 10-year median of 24.49. Over the past 10 years, this metric has ranged from a low of 1.31 to a high of 41.17. The Asset Management industry median Return-on-Tangible-Asset is 4.66. AFP Planvital's value of 37.72% is 709.4% above this industry median. Based on the distribution chart, AFP Planvital ranks #99 out of 1619 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, AFP Planvital has a GF Score™ of 96/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does AFP Planvital's Return-on-Tangible-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, AFP Planvital ranks #99 out of 1619 companies for Return-on-Tangible-Asset. This places AFP Planvital in the top 6% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Asset is 4.66. AFP Planvital's value of 37.72% is 709.4% above this benchmark. Historically, AFP Planvital's own Return-on-Tangible-Asset has ranged from 1.31 to 41.17 over the past decade. While the company's 10-year median is 24.49 vs. the industry median of 4.66, AFP Planvital 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 4.66, based on 1,619 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. AFP Planvital's current Return-on-Tangible-Asset of 37.72% is 709.4% 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 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 AFP Planvital and its competitors. For the Asset Management industry, the median Return-on-Tangible-Asset is 4.66 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AFP Planvital's current Return-on-Tangible-Asset is 37.72%, which is 54% above median its own 10-year median of 24.49. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AFP Planvital stock overvalued right now?
Based on GuruFocus' analysis, AFP Planvital (XSGO:PLANVITAL) is currently considered Modestly Overvalued. The stock's GF Value™ is CLP229.95, compared to a current price of CLP260.47 — trading 13.3% above its estimated fair value. The current Return-on-Tangible-Asset is 37.72%, which is 54% above median its 10-year median of 24.49 and 709.4% above the Asset Management industry median of 4.66. AFP Planvital's overall GF Score™ is 96/100 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 AFP Planvital (XSGO:PLANVITAL), the current Return-on-Tangible-Asset is 37.72% 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 AFP Planvital (XSGO:PLANVITAL) Overvalued in 2026?
Based on GuruFocus' analysis, AFP Planvital stock appears to be overvalued.
The current stock price of CLP260.47 is trading 13.3% above its estimated GF Value™ of CLP229.95.
GuruFocus considers AFP Planvital to be Modestly Overvalued.
Key valuation signals for XSGO:PLANVITAL:
Return-on-Tangible-Asset: 37.72% (54% above median its 10-year median of 24.49)
GF Value™: CLP229.95 vs. price of CLP260.47 (13.3% above fair value)
Industry Position: 709.4% above the Asset Management median (#99 of 1619)
No single metric tells the full story. See the XSGO:PLANVITAL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
AFP Planvital SA is a Chile-based pension fund administrator. Its activities include investment & collection of affiliate contributions, management of individual capitalization accounts, & provision of life & disability benefits, as well as retirement pensions. It offers professional pension management.
96GF Score
Get the complete analysis for XSGO:PLANVITAL
Return-on-Tangible-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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