2invest AG (CHIX:2INVD) Return-on-Tangible-Equity: 2.94% (As of Dec. 2025) — 2000% Above Median


CHIX:2INVD 2invest AG CHIX:2INVD
44 GF Score
Price €11.25
GF Value €44.11
View Full Analysis

What is 2invest AG Return-on-Tangible-Equity?

2invest AG CHIX:2INVD 44 Return-on-Tangible-Equity is 2.94% as of Dec. 2025, which is 2000% above its 10-year median of 0.14. GuruFocus rates CHIX:2INVD with a GF Score™ of 44/100 and a GF Value™ of €44.11. Among 1,591 Asset Management companies, 2invest AG ranks worse than 61.72% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. 2invest AG's annualized net income for the quarter that ended in Dec. 2025 was €2.52 Mil. 2invest AG's average shareholder tangible equity for the quarter that ended in Dec. 2025 was €85.63 Mil. Therefore, 2invest AG's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2025 was 2.94%.

The historical rank and industry rank for 2invest AG's Return-on-Tangible-Equity or its related term are showing as below:

CHIX:2INVd' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -277.46   Med: 0.14   Max: 84.62
Current: 4.01

During the past 13 years, 2invest AG's highest Return-on-Tangible-Equity was 84.62%. The lowest was -277.46%. And the median was 0.14%.

CHIX:2INVd's Return-on-Tangible-Equity is ranked worse than
61.72% of 1591 companies
in the Asset Management industry
Industry Median: 7.21 vs CHIX:2INVd: 4.01

2invest AG  (CHIX:2INVd) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


2invest AG Return-on-Tangible-Equity Related Terms


2invest AG Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for 2invest AG's Return-on-Tangible-Equity 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.

2invest AG Return-on-Tangible-Equity Chart

2invest AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only -2.26 -29.18 2.53 30.33 4.02

2invest AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Return-on-Tangible-Equity 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 22.28 -5.24 65.86 5.09 2.94

CHIX:2INVD vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison

For the Asset Management subindustry, 2invest AG's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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.


2invest AG Return-on-Tangible-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, 2invest AG's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where 2invest AG's Return-on-Tangible-Equity falls into.


CHIX:2INVD
44GF Score
2invest AG CHIX:2INVD
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

2invest AG Return-on-Tangible-Equity Calculation

2invest AG's annualized Return-on-Tangible-Equity for the fiscal year that ended in Dec. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=3.398/( (82.982+86.144 )/ 2 )
=3.398/84.563
=4.02 %

2invest AG's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=2.516/( (85.122+86.144)/ 2 )
=2.516/85.633
=2.94 %

* 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-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is two times the semi-annual (Dec. 2025) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 2.94% mean?
2invest AG (CHIX:2INVD) has a Return-on-Tangible-Equity of 2.94% as of Dec. 2025. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on 2invest AG and its competitors. This is 2000% above median its historical median of 0.14. According to the industry distribution chart, 2invest AG ranks #982 out of 1591 companies in the Asset Management industry, placing it in the top 61.7%.
Is 2invest AG's Return-on-Tangible-Equity too high?
2invest AG's current Return-on-Tangible-Equity of 2.94% is 2000% above median its 10-year median of 0.14. The Asset Management industry median Return-on-Tangible-Equity is 7.21. 2invest AG's value of 2.94% is 59.2% below this industry median. Based on the distribution chart, 2invest AG ranks #982 out of 1591 companies in the Asset Management industry, which is below the industry midpoint. Overall, 2invest AG has a GF Score™ of 44/100, reflecting its overall financial health beyond just this single metric.
How does 2invest AG's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, 2invest AG ranks #982 out of 1591 companies for Return-on-Tangible-Equity. This places 2invest AG in the lower half of its industry. The industry median Return-on-Tangible-Equity is 7.21. 2invest AG's value of 2.94% is 59.2% below this benchmark. While the company's 10-year median is 0.14 vs. the industry median of 7.21, 2invest AG 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-Equity for an Asset Management company?
The median Return-on-Tangible-Equity among Asset Management companies is 7.21, based on 1,591 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. 2invest AG's current Return-on-Tangible-Equity of 2.94% is 59.2% 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-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on 2invest AG and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. 2invest AG's current Return-on-Tangible-Equity is 2.94%, which is 2000% above median its own 10-year median of 0.14. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is 2invest AG stock overvalued right now?
2invest AG (CHIX:2INVD) has a current Return-on-Tangible-Equity of 2.94%. The stock's GF Value™ is €44.11, compared to a current price of €11.25 — trading 74.5% below its estimated fair value. The current Return-on-Tangible-Equity is 2.94%, which is 2000% above median its 10-year median of 0.14 and 59.2% below the Asset Management industry median of 7.21. 2invest AG's overall GF Score™ is 44/100. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For 2invest AG (CHIX:2INVD), the current Return-on-Tangible-Equity is 2.94% 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 2invest AG (CHIX:2INVD) Overvalued in 2026?

Based on GuruFocus' analysis, 2invest AG stock appears to be undervalued. The current stock price of €11.25 is trading 74.5% below its estimated GF Value™ of €44.11.

Key valuation signals for CHIX:2INVD:

  • Return-on-Tangible-Equity: 2.94% (2000% above median its 10-year median of 0.14)
  • GF Value™: €44.11 vs. price of €11.25 (74.5% below fair value)
  • GF Score™: 44/100
  • Industry Position: 59.2% below the Asset Management median (#982 of 1591)

No single metric tells the full story. See the CHIX:2INVD stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


2invest AG Business Description

Other Exchanges 2INV:Germany
Address Ziegelhauser Landstr. 3, Heidelberg, BW, DEU, 69120
2invest AG is engaged in the acquisition, management, and sale of investments in corporations and partnerships, especially but not exclusively in the biotechnology, life science, and IT sectors in Germany and abroad.
44GF Score

Get the complete analysis for CHIX:2INVD

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

€11.25
Price
€44.11
GF Value