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AFP PlanvitalXSGO:PLANVITAL 94 Return-on-Tangible-Equity is 52.54% as of Jun. 2026, which is 17% above its 10-year median of 44.77. GuruFocus rates XSGO:PLANVITAL with a GF Score™ of 94/100 and a GF Value™ of CLP228.13 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 1,589 Asset Management companies, AFP Planvital ranks better than 92.39% 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. AFP Planvital's annualized net income for the quarter that ended in Jun. 2026 was CLP87,427 Mil. AFP Planvital's average shareholder tangible equity for the quarter that ended in Jun. 2026 was CLP166,388 Mil. Therefore, AFP Planvital's annualized Return-on-Tangible-Equity for the quarter that ended in Jun. 2026 was 52.54%.
The historical rank and industry rank for AFP Planvital's Return-on-Tangible-Equity or its related term are showing as below:
XSGO:PLANVITAL'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 2.2 Med: 44.77 Max: 60.33
Current: 45.03
During the past 13 years, AFP Planvital's highest Return-on-Tangible-Equity was 60.33%. The lowest was 2.20%. And the median was 44.77%.
XSGO:PLANVITAL's Return-on-Tangible-Equity is ranked better than 92.39% of 1589
companies
in the Asset Management industry
Industry Median: 7.5
vs XSGO:PLANVITAL: 45.03
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.
AFP Planvital Return-on-Tangible-Equity Related Terms
AFP Planvital Return-on-Tangible-Equity Historical Data
* Premium members only.
The historical data trend for AFP Planvital'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.
XSGO:PLANVITAL vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, AFP Planvital'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.
AFP Planvital Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, AFP Planvital's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where AFP Planvital'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 52.54% mean?
AFP Planvital (XSGO:PLANVITAL) has a Return-on-Tangible-Equity of 52.54% 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 AFP Planvital and its competitors. This is 17% above median its historical median of 44.77. Over the past decade, AFP Planvital's Return-on-Tangible-Equity has ranged from 2.20 to 60.33. According to the industry distribution chart, AFP Planvital ranks #121 out of 1589 companies in the Asset Management industry, placing it in the top 7.6%.
Is AFP Planvital's Return-on-Tangible-Equity too high?
AFP Planvital's current Return-on-Tangible-Equity of 52.54% is 17% above median its 10-year median of 44.77. Over the past 10 years, this metric has ranged from a low of 2.20 to a high of 60.33. The Asset Management industry median Return-on-Tangible-Equity is 7.50. AFP Planvital's value of 52.54% is 600.5% above this industry median. Based on the distribution chart, AFP Planvital ranks #121 out of 1589 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, AFP Planvital has a GF Score™ of 94/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does AFP Planvital's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, AFP Planvital ranks #121 out of 1589 companies for Return-on-Tangible-Equity. This places AFP Planvital in the top 8% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.50. AFP Planvital's value of 52.54% is 600.5% above this benchmark. Historically, AFP Planvital's own Return-on-Tangible-Equity has ranged from 2.20 to 60.33 over the past decade. While the company's 10-year median is 44.77 vs. the industry median of 7.50, AFP Planvital 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 7.50, based on 1,589 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. AFP Planvital's current Return-on-Tangible-Equity of 52.54% is 600.5% 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 AFP Planvital and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AFP Planvital's current Return-on-Tangible-Equity is 52.54%, which is 17% above median its own 10-year median of 44.77. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AFP Planvital stock overvalued right now?
Based on GuruFocus' analysis, AFP Planvital (XSGO:PLANVITAL) is currently considered Modestly Overvalued. The stock's GF Value™ is CLP228.13, compared to a current price of CLP260.47 — trading 14.2% above its estimated fair value. The current Return-on-Tangible-Equity is 52.54%, which is 17% above median its 10-year median of 44.77 and 600.5% above the Asset Management industry median of 7.50. AFP Planvital's overall GF Score™ is 94/100 with 2 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 AFP Planvital (XSGO:PLANVITAL), the current Return-on-Tangible-Equity is 52.54% 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 AFP Planvital (XSGO:PLANVITAL) Overvalued in 2026?
Based on GuruFocus' analysis, AFP Planvital stock appears to be overvalued.
The current stock price of CLP260.47 is trading 14.2% above its estimated GF Value™ of CLP228.13.
GuruFocus considers AFP Planvital to be Modestly Overvalued.
Key valuation signals for XSGO:PLANVITAL:
Return-on-Tangible-Equity: 52.54% (17% above median its 10-year median of 44.77)
GF Value™: CLP228.13 vs. price of CLP260.47 (14.2% above fair value)
Industry Position: 600.5% above the Asset Management median (#121 of 1589)
No single metric tells the full story. See the XSGO:PLANVITAL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
AFP Planvital SA is a Chile-based pension fund administrator. Its activities include investment & collection of affiliate contributions, management of individual capitalization accounts, & provision of life & disability benefits, as well as retirement pensions. It offers professional pension management.
94GF Score
Get the complete analysis for XSGO:PLANVITAL
Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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