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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. Inverfal Peru's annualized net income for the quarter that ended in Dec. 2022 was S/.549 Mil. Inverfal Peru's average shareholder tangible equity for the quarter that ended in Dec. 2022 was S/.3,799 Mil. Therefore, Inverfal Peru's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2022 was 14.45%.
The historical rank and industry rank for Inverfal Peru's Return-on-Tangible-Equity or its related term are showing as below:
LIM:INVFALC1's Return-on-Tangible-Equity is not ranked *
in the Retail - Cyclical industry.
Industry Median: 8.45 * Ranked among companies with meaningful Return-on-Tangible-Equity only.
Inverfal Peru (LIM:INVFALC1) 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.
Inverfal Peru Return-on-Tangible-Equity Related Terms
Inverfal Peru Return-on-Tangible-Equity Historical Data
* Premium members only.
The historical data trend for Inverfal Peru'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.
LIM:INVFALC1 vs CBRE, CSGP, BEKE: Return-on-Tangible-Equity Comparison
For the Department Stores subindustry, Inverfal Peru'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.
Inverfal Peru Return-on-Tangible-Equity vs Retail - Cyclical Industry
For the Retail - Cyclical industry and Consumer Cyclical sector, Inverfal Peru's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Inverfal Peru's Return-on-Tangible-Equity 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-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 (Dec. 2022) net income data.
Return-on-Tangible-Equity is displayed in the 10-year financial page.
What does a Return-on-Tangible-Equity of 14.45% mean?
Inverfal Peru (LIM:INVFALC1) has a Return-on-Tangible-Equity of 14.45% as of Dec. 2022. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Inverfal Peru and its competitors.
Is Inverfal Peru's Return-on-Tangible-Equity too high?
Inverfal Peru's current Return-on-Tangible-Equity is 14.45%. The Retail - Cyclical industry median Return-on-Tangible-Equity is 8.45. Inverfal Peru's value of 14.45% is 71% above this industry median.
How does Inverfal Peru's Return-on-Tangible-Equity compare to CBRE and CSGP?
Inverfal Peru's Return-on-Tangible-Equity of 14.45% can be compared against companies in the Retail - Cyclical industry. The industry median Return-on-Tangible-Equity is 8.45. Inverfal Peru's value of 14.45% is 71% above this benchmark. 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 a Retail - Cyclical company?
The median Return-on-Tangible-Equity among Retail - Cyclical companies is 8.45, based on 1,065 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. Inverfal Peru's current Return-on-Tangible-Equity of 14.45% is 71% 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 Inverfal Peru and its competitors. For the Retail - Cyclical industry, the median Return-on-Tangible-Equity is 8.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Inverfal Peru's current Return-on-Tangible-Equity is 14.45%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Inverfal Peru stock overvalued right now?
Inverfal Peru (LIM:INVFALC1) has a current Return-on-Tangible-Equity of 14.45%. The current Return-on-Tangible-Equity is 14.45% and 71% above the Retail - Cyclical industry median of 8.45. 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 Inverfal Peru (LIM:INVFALC1), the current Return-on-Tangible-Equity is 14.45% as of Dec. 2022. 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.
Inverfal Peru SA invests and exploits real estate and commercial activities. The Company mainly maintains three differentiated business segments: Retail, Financial, Real estate and other services. The majority of its revenue is generated from the Retail segment which corresponds to the department stores of Saga Falabella S.A. and Saga Falabella Oriente S.A.C., to the supermarkets Hipermercados Tottus S.A. and Hipermercados Tottus Oriente S.A.C. and the home improvement stores Tiendas del Mejora del Hogar S.A. and Sodimac Peru Oriente S.A.C., located in Lima and provinces.
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