Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Invex ControladoraB de CVMEX:INVEXA 68 Return-on-Tangible-Equity is 16.70% as of Jun. 2026, which is 43% above its 10-year median of 11.71. GuruFocus rates MEX:INVEXA with a GF Score™ of 68/100 and a GF Value™ of MXN203.32 (Significantly Undervalued). The stock has 4 warning signs investors should review. Among 780 Capital Markets companies, Invex ControladoraB de CV ranks better than 77.56% 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. Invex ControladoraB de CV's annualized net income for the quarter that ended in Jun. 2026 was MXN3,175 Mil. Invex ControladoraB de CV's average shareholder tangible equity for the quarter that ended in Jun. 2026 was MXN19,008 Mil. Therefore, Invex ControladoraB de CV's annualized Return-on-Tangible-Equity for the quarter that ended in Jun. 2026 was 16.70%.
The historical rank and industry rank for Invex ControladoraB de CV's Return-on-Tangible-Equity or its related term are showing as below:
MEX:INVEXA'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 6.56 Med: 11.71 Max: 24.67
Current: 21.33
During the past 13 years, Invex ControladoraB de CV's highest Return-on-Tangible-Equity was 24.67%. The lowest was 6.56%. And the median was 11.71%.
MEX:INVEXA's Return-on-Tangible-Equity is ranked better than 77.56% of 780
companies
in the Capital Markets industry
Industry Median: 6.52
vs MEX:INVEXA: 21.33
Invex ControladoraB de CV (MEX:INVEXA) 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.
Invex ControladoraB de CV Return-on-Tangible-Equity Related Terms
Invex ControladoraB de CV Return-on-Tangible-Equity Historical Data
* Premium members only.
The historical data trend for Invex ControladoraB de CV'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.
Invex ControladoraB de CV Return-on-Tangible-Equity Chart
MEX:INVEXA vs MS, GS, SCHW: Return-on-Tangible-Equity Comparison
For the Capital Markets subindustry, Invex ControladoraB de CV'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.
Invex ControladoraB de CV Return-on-Tangible-Equity vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Invex ControladoraB de CV's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Invex ControladoraB de CV'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 (Jun. 2026) net income data.
Return-on-Tangible-Equity is displayed in the 10-year financial page.
What does a Return-on-Tangible-Equity of 16.70% mean?
Invex ControladoraB de CV (MEX:INVEXA) has a Return-on-Tangible-Equity of 16.70% as of Jun. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Invex ControladoraB de CV and its competitors. This is 43% above median its historical median of 11.71. Over the past decade, Invex ControladoraB de CV's Return-on-Tangible-Equity has ranged from 6.56 to 24.67. According to the industry distribution chart, Invex ControladoraB de CV ranks #175 out of 780 companies in the Capital Markets industry, placing it in the top 22.4%.
Is Invex ControladoraB de CV's Return-on-Tangible-Equity too high?
Invex ControladoraB de CV's current Return-on-Tangible-Equity of 16.70% is 43% above median its 10-year median of 11.71. Over the past 10 years, this metric has ranged from a low of 6.56 to a high of 24.67. The Capital Markets industry median Return-on-Tangible-Equity is 6.52. Invex ControladoraB de CV's value of 16.70% is 156.1% above this industry median. Based on the distribution chart, Invex ControladoraB de CV ranks #175 out of 780 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Invex ControladoraB de CV has a GF Score™ of 68/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Invex ControladoraB de CV's Return-on-Tangible-Equity compare to MS and GS?
According to the Capital Markets industry distribution chart, Invex ControladoraB de CV ranks #175 out of 780 companies for Return-on-Tangible-Equity. This places Invex ControladoraB de CV in the top 22% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 6.52. Invex ControladoraB de CV's value of 16.70% is 156.1% above this benchmark. Historically, Invex ControladoraB de CV's own Return-on-Tangible-Equity has ranged from 6.56 to 24.67 over the past decade. While the company's 10-year median is 11.71 vs. the industry median of 6.52, Invex ControladoraB de CV 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 a Capital Markets company?
The median Return-on-Tangible-Equity among Capital Markets companies is 6.52, based on 780 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. Invex ControladoraB de CV's current Return-on-Tangible-Equity of 16.70% is 156.1% 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 Invex ControladoraB de CV and its competitors. For the Capital Markets industry, the median Return-on-Tangible-Equity is 6.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invex ControladoraB de CV's current Return-on-Tangible-Equity is 16.70%, which is 43% above median its own 10-year median of 11.71. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invex ControladoraB de CV stock overvalued right now?
Based on GuruFocus' analysis, Invex ControladoraB de CV (MEX:INVEXA) is currently considered Significantly Undervalued. The stock's GF Value™ is MXN203.32, compared to a current price of MXN100.00 — trading 50.8% below its estimated fair value. The current Return-on-Tangible-Equity is 16.70%, which is 43% above median its 10-year median of 11.71 and 156.1% above the Capital Markets industry median of 6.52. Invex ControladoraB de CV's overall GF Score™ is 68/100 with 4 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 Invex ControladoraB de CV (MEX:INVEXA), the current Return-on-Tangible-Equity is 16.70% 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 Invex ControladoraB de CV (MEX:INVEXA) Overvalued in 2026?
Based on GuruFocus' analysis, Invex ControladoraB de CV stock appears to be undervalued.
The current stock price of MXN100.00 is trading 50.8% below its estimated GF Value™ of MXN203.32.
GuruFocus considers Invex ControladoraB de CV to be Significantly Undervalued.
Key valuation signals for MEX:INVEXA:
Return-on-Tangible-Equity: 16.70% (43% above median its 10-year median of 11.71)
GF Value™: MXN203.32 vs. price of MXN100.00 (50.8% below fair value)
Industry Position: 156.1% above the Capital Markets median (#175 of 780)
No single metric tells the full story. See the MEX:INVEXA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Invex Controladora SAB de CV is a holding company that operates in the financial sectors. The company through its subsidiaries, provides banking, brokerage and consumer credit services.
68GF Score
Get the complete analysis for MEX:INVEXA
Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
MEX:INVEXA has been successfully added to your 
