IBXVF (I B I Investment House) Return-on-Tangible-Equity: 88.10% (As of Mar. 2026) — 379% Above Median


What is I B I Investment House Return-on-Tangible-Equity?

I B I Investment House IBXVF 90 Return-on-Tangible-Equity is 88.10% as of Mar. 2026, which is 379% above its 10-year median of 18.38. GuruFocus rates IBXVF with a GF Score™ of 90/100. The stock has 3 warning signs investors should review. Among 1,588 Asset Management companies, I B I Investment House ranks better than 94.96% 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. I B I Investment House's annualized net income for the quarter that ended in Mar. 2026 was $125.97 Mil. I B I Investment House's average shareholder tangible equity for the quarter that ended in Mar. 2026 was $142.99 Mil. Therefore, I B I Investment House's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was 88.10%.

The historical rank and industry rank for I B I Investment House's Return-on-Tangible-Equity or its related term are showing as below:

IBXVF' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 8.06   Med: 18.38   Max: 39.16
Current: 59.37

During the past 13 years, I B I Investment House's highest Return-on-Tangible-Equity was 39.16%. The lowest was 8.06%. And the median was 18.38%.

IBXVF's Return-on-Tangible-Equity is ranked better than
94.96% of 1588 companies
in the Asset Management industry
Industry Median: 7.205 vs IBXVF: 59.37

I B I Investment House  (OTCPK:IBXVF) 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.


I B I Investment House Return-on-Tangible-Equity Related Terms


I B I Investment House Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for I B I Investment House'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.

I B I Investment House Return-on-Tangible-Equity Chart

I B I Investment House 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 29.87 17.40 27.66 34.29 39.16

I B I Investment House 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-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 29.49 39.38 47.24 59.28 88.10

IBXVF vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison

For the Asset Management subindustry, I B I Investment House'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.


I B I Investment House Return-on-Tangible-Equity vs Asset Management Industry

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

* The bar in red indicates where I B I Investment House's Return-on-Tangible-Equity falls into.



I B I Investment House Return-on-Tangible-Equity Calculation

I B I Investment House'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 )
=58.224/( (154.393+142.952 )/ 2 )
=58.224/148.6725
=39.16 %

I B I Investment House's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=125.972/( (142.952+143.037)/ 2 )
=125.972/142.9945
=88.10 %

* 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 four times the quarterly (Mar. 2026) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 88.10% mean?
I B I Investment House (IBXVF) has a Return-on-Tangible-Equity of 88.10% as of Mar. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on I B I Investment House and its competitors. This is 379% above median its historical median of 18.38. Over the past decade, I B I Investment House's Return-on-Tangible-Equity has ranged from 8.06 to 39.16. According to the industry distribution chart, I B I Investment House ranks #80 out of 1588 companies in the Asset Management industry, placing it in the top 5%.
Is I B I Investment House's Return-on-Tangible-Equity too high?
I B I Investment House's current Return-on-Tangible-Equity of 88.10% is 379% above median its 10-year median of 18.38. Over the past 10 years, this metric has ranged from a low of 8.06 to a high of 39.16. The Asset Management industry median Return-on-Tangible-Equity is 7.21. I B I Investment House's value of 88.10% is 1122.8% above this industry median. Based on the distribution chart, I B I Investment House ranks #80 out of 1588 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, I B I Investment House has a GF Score™ of 90/100, reflecting its overall financial health beyond just this single metric.
How does I B I Investment House's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, I B I Investment House ranks #80 out of 1588 companies for Return-on-Tangible-Equity. This places I B I Investment House in the top 5% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.21. I B I Investment House's value of 88.10% is 1122.8% above this benchmark. Historically, I B I Investment House's own Return-on-Tangible-Equity has ranged from 8.06 to 39.16 over the past decade. While the company's 10-year median is 18.38 vs. the industry median of 7.21, I B I Investment House 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-Equity for an Asset Management company?
The median Return-on-Tangible-Equity among Asset Management companies is 7.21, based on 1,588 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. I B I Investment House's current Return-on-Tangible-Equity of 88.10% is 1122.8% 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-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 I B I Investment House 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. I B I Investment House's current Return-on-Tangible-Equity is 88.10%, which is 379% above median its own 10-year median of 18.38. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is I B I Investment House stock overvalued right now?
I B I Investment House (IBXVF) has a current Return-on-Tangible-Equity of 88.10%. The current Return-on-Tangible-Equity is 88.10%, which is 379% above median its 10-year median of 18.38 and 1122.8% above the Asset Management industry median of 7.21. I B I Investment House's overall GF Score™ is 90/100 with 3 warning signs to review. 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 I B I Investment House (IBXVF), the current Return-on-Tangible-Equity is 88.10% 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.

I B I Investment House Business Description

Other Exchanges IBI:Israel
Address 9 Ahad Ha\'am Street, Shalom Tower, 21st, 26-27th, 29th Floors, Tel Aviv, ISR, 61291
I B I Investment House Ltd is an investment company. It offers investment management & trading services from mutual fund, & provident fund, to trading and execution services on portfolio management, investment banking, & foreign currency, among others.