3i Group (MEX:IIIN) Return-on-Tangible-Equity: 13.38% (As of Mar. 2026) — 40% Below Median


MEX:IIIN 3i Group PLC MEX:IIIN
78 GF Score
Price MXN2.66
GF Value MXN3.47
! 5 Warning Signs
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What is 3i Group Return-on-Tangible-Equity?

3i Group MEX:IIIN 78 Return-on-Tangible-Equity is 13.38% as of Mar. 2026, which is 40% below its 10-year median of 22.23. GuruFocus rates MEX:IIIN with a GF Score™ of 78/100 and a GF Value™ of MXN3.47. The stock has 5 warning signs investors should review. Among 1,588 Asset Management companies, 3i Group ranks better than 76.95% 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. 3i Group's annualized net income for the quarter that ended in Mar. 2026 was MXN96,511 Mil. 3i Group's average shareholder tangible equity for the quarter that ended in Mar. 2026 was MXN721,159 Mil. Therefore, 3i Group's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was 13.38%.

The historical rank and industry rank for 3i Group's Return-on-Tangible-Equity or its related term are showing as below:

MEX:IIIN' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 2.74   Med: 22.23   Max: 36.64
Current: 18.97

During the past 13 years, 3i Group's highest Return-on-Tangible-Equity was 36.64%. The lowest was 2.74%. And the median was 22.23%.

MEX:IIIN's Return-on-Tangible-Equity is ranked better than
76.95% of 1588 companies
in the Asset Management industry
Industry Median: 7.19 vs MEX:IIIN: 18.97

3i Group  (MEX:IIIN) 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.


3i Group Return-on-Tangible-Equity Related Terms


3i Group Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for 3i Group'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.

3i Group Return-on-Tangible-Equity Chart

3i Group Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 35.45 28.47 20.39 24.76 18.27

3i Group Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 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 22.30 21.43 25.90 24.14 13.38

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

For the Asset Management subindustry, 3i Group'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.


3i Group Return-on-Tangible-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, 3i Group's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where 3i Group's Return-on-Tangible-Equity falls into.


MEX:IIIN
78GF Score
3i Group PLC MEX:IIIN
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

3i Group Return-on-Tangible-Equity Calculation

3i Group's annualized Return-on-Tangible-Equity for the fiscal year that ended in Mar. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Mar. 2026 )  (A: Mar. 2025 )(A: Mar. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Mar. 2026 )  (A: Mar. 2025 )(A: Mar. 2026 )
=127286.818/( (650512.61+742634.673 )/ 2 )
=127286.818/696573.6415
=18.27 %

3i Group'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: Sep. 2025 )(Q: Mar. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Sep. 2025 )(Q: Mar. 2026 )
=96511.01/( (699682.493+742634.673)/ 2 )
=96511.01/721158.583
=13.38 %

* 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 (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 13.38% mean?
3i Group (MEX:IIIN) has a Return-on-Tangible-Equity of 13.38% 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 3i Group and its competitors. This is 40% below median its historical median of 22.23. Over the past decade, 3i Group's Return-on-Tangible-Equity has ranged from 2.74 to 36.64. According to the industry distribution chart, 3i Group ranks #366 out of 1588 companies in the Asset Management industry, placing it in the top 23%.
Is 3i Group's Return-on-Tangible-Equity too high?
3i Group's current Return-on-Tangible-Equity of 13.38% is 40% below median its 10-year median of 22.23. Over the past 10 years, this metric has ranged from a low of 2.74 to a high of 36.64. The Asset Management industry median Return-on-Tangible-Equity is 7.19. 3i Group's value of 13.38% is 86.1% above this industry median. Based on the distribution chart, 3i Group ranks #366 out of 1588 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, 3i Group has a GF Score™ of 78/100, reflecting its overall financial health beyond just this single metric.
How does 3i Group's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, 3i Group ranks #366 out of 1588 companies for Return-on-Tangible-Equity. This places 3i Group in the top 23% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.19. 3i Group's value of 13.38% is 86.1% above this benchmark. Historically, 3i Group's own Return-on-Tangible-Equity has ranged from 2.74 to 36.64 over the past decade. While the company's 10-year median is 22.23 vs. the industry median of 7.19, 3i Group 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 7.19, 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. 3i Group's current Return-on-Tangible-Equity of 13.38% is 86.1% 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 3i Group and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.19 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. 3i Group's current Return-on-Tangible-Equity is 13.38%, which is 40% below median its own 10-year median of 22.23. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is 3i Group stock overvalued right now?
3i Group (MEX:IIIN) has a current Return-on-Tangible-Equity of 13.38%. The stock's GF Value™ is MXN3.47, compared to a current price of MXN2.66 — trading 23.3% below its estimated fair value. The current Return-on-Tangible-Equity is 13.38%, which is 40% below median its 10-year median of 22.23 and 86.1% above the Asset Management industry median of 7.19. 3i Group's overall GF Score™ is 78/100 with 5 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 3i Group (MEX:IIIN), the current Return-on-Tangible-Equity is 13.38% 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.

Is 3i Group (MEX:IIIN) Overvalued in 2026?

Based on GuruFocus' analysis, 3i Group stock appears to be undervalued. The current stock price of MXN2.66 is trading 23.3% below its estimated GF Value™ of MXN3.47.

Key valuation signals for MEX:IIIN:

  • Return-on-Tangible-Equity: 13.38% (40% below median its 10-year median of 22.23)
  • GF Value™: MXN3.47 vs. price of MXN2.66 (23.3% below fair value)
  • GF Score™: 78/100 with 5 warning signs
  • Industry Position: 86.1% above the Asset Management median (#366 of 1588)

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


3i Group Business Description

Address 1 Knightsbridge, London, GBR, SW1X 7LX
3i Group PLC is a closed-ended investment fund and an investment company specialising in private equity and infrastructure. The Company generates returns for its shareholders and co-investors by investing in private equity and infrastructure assets. Its business segments are private equity, infrastructure, and Scandlines. The private equity segment invests in business services, consumer, healthcare, and industrial sectors, while the infrastructure segment invests in utilities, transportation, and social infrastructure.
78GF Score

Get the complete analysis for MEX:IIIN

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

MXN2.66
Price
MXN3.47
GF Value