Investis Holding (XSWX:IREN) Return-on-Tangible-Equity: 10.12% (As of Dec. 2025) — 21% Below Median


XSWX:IREN Investis Holding SA XSWX:IREN
41 GF Score
Price CHF153.00
GF Value CHF41.44
Valuation Significantly Overvalued
! 9 Warning Signs
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What is Investis Holding Return-on-Tangible-Equity?

Investis Holding XSWX:IREN 41 Return-on-Tangible-Equity is 10.12% as of Dec. 2025, which is 21% below its 10-year median of 12.75. GuruFocus rates XSWX:IREN with a GF Score™ of 41/100 and a GF Value™ of CHF41.44 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 1,715 Real Estate companies, Investis Holding ranks better than 74.29% 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. Investis Holding's annualized net income for the quarter that ended in Dec. 2025 was CHF143.65 Mil. Investis Holding's average shareholder tangible equity for the quarter that ended in Dec. 2025 was CHF1,419.50 Mil. Therefore, Investis Holding's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2025 was 10.12%.

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

XSWX:IREN' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -0.52   Med: 12.75   Max: 26.14
Current: 10.92

During the past 11 years, Investis Holding's highest Return-on-Tangible-Equity was 26.14%. The lowest was -0.52%. And the median was 12.75%.

XSWX:IREN's Return-on-Tangible-Equity is ranked better than
74.29% of 1715 companies
in the Real Estate industry
Industry Median: 4.2 vs XSWX:IREN: 10.92

Investis Holding  (XSWX:IREN) 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.


Investis Holding Return-on-Tangible-Equity Related Terms


Investis Holding Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Investis Holding'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.

Investis Holding Return-on-Tangible-Equity Chart

Investis Holding 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 22.55 15.00 -0.52 20.89 10.89

Investis Holding Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 3.75 25.35 16.08 11.78 10.12

XSWX:IREN vs CBRE, BEKE, JLL: Return-on-Tangible-Equity Comparison

For the Real Estate Services subindustry, Investis Holding'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.


Investis Holding Return-on-Tangible-Equity vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Investis Holding's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Investis Holding's Return-on-Tangible-Equity falls into.


XSWX:IREN
41GF Score
Investis Holding SA XSWX:IREN
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Investis Holding Return-on-Tangible-Equity Calculation

Investis Holding'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 )
=152.038/( (1339.502+1454.002 )/ 2 )
=152.038/1396.752
=10.89 %

Investis Holding's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=143.646/( (1385.006+1454.002)/ 2 )
=143.646/1419.504
=10.12 %

* 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 (Dec. 2025) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 10.12% mean?
Investis Holding (XSWX:IREN) has a Return-on-Tangible-Equity of 10.12% as of Dec. 2025. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Investis Holding and its competitors. This is 21% below median its historical median of 12.75. According to the industry distribution chart, Investis Holding ranks #441 out of 1715 companies in the Real Estate industry, placing it in the top 25.7%.
Is Investis Holding's Return-on-Tangible-Equity too high?
Investis Holding's current Return-on-Tangible-Equity of 10.12% is 21% below median its 10-year median of 12.75. The Real Estate industry median Return-on-Tangible-Equity is 4.20. Investis Holding's value of 10.12% is 141% above this industry median. Based on the distribution chart, Investis Holding ranks #441 out of 1715 companies in the Real Estate industry, which is above the industry midpoint. Overall, Investis Holding has a GF Score™ of 41/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Investis Holding's Return-on-Tangible-Equity compare to CBRE and BEKE?
According to the Real Estate industry distribution chart, Investis Holding ranks #441 out of 1715 companies for Return-on-Tangible-Equity. This puts Investis Holding in the upper half of its industry. The industry median Return-on-Tangible-Equity is 4.20. Investis Holding's value of 10.12% is 141% above this benchmark. While the company's 10-year median is 12.75 vs. the industry median of 4.20, Investis Holding 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 Real Estate company?
The median Return-on-Tangible-Equity among Real Estate companies is 4.20, based on 1,715 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. Investis Holding's current Return-on-Tangible-Equity of 10.12% is 141% 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 Investis Holding and its competitors. For the Real Estate industry, the median Return-on-Tangible-Equity is 4.20 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Investis Holding's current Return-on-Tangible-Equity is 10.12%, which is 21% below median its own 10-year median of 12.75. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Investis Holding stock overvalued right now?
Based on GuruFocus' analysis, Investis Holding (XSWX:IREN) is currently considered Significantly Overvalued. The stock's GF Value™ is CHF41.44, compared to a current price of CHF153.00 — trading 269.2% above its estimated fair value. The current Return-on-Tangible-Equity is 10.12%, which is 21% below median its 10-year median of 12.75 and 141% above the Real Estate industry median of 4.20. Investis Holding's overall GF Score™ is 41/100 with 9 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 Investis Holding (XSWX:IREN), the current Return-on-Tangible-Equity is 10.12% as of Dec. 2025. 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 Investis Holding (XSWX:IREN) Overvalued in 2026?

Based on GuruFocus' analysis, Investis Holding stock appears to be overvalued. The current stock price of CHF153.00 is trading 269.2% above its estimated GF Value™ of CHF41.44. GuruFocus considers Investis Holding to be Significantly Overvalued.

Key valuation signals for XSWX:IREN:

  • Return-on-Tangible-Equity: 10.12% (21% below median its 10-year median of 12.75)
  • GF Value™: CHF41.44 vs. price of CHF153.00 (269.2% above fair value)
  • GF Score™: 41/100 with 9 warning signs
  • Industry Position: 141% above the Real Estate median (#441 of 1715)

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


Investis Holding Business Description

Other Exchanges IRENz:UK0RHV:UKIYP:Germany
Address Neumuhlequai 6, Zurich, CHE, 8001
Investis Holding SA is a residential property company operating in the Lake Geneva region of Switzerland and is a national Swiss real estate services provider. The company's portfolio consists almost entirely of residential properties. The company has a network of various service locations with recognizable brands scattered throughout Switzerland. The following are segments: Properties, Corporate, Investis Group, with the majority of revenue from Properties.
41GF Score

Get the complete analysis for XSWX:IREN

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

CHF153.00
Price
CHF41.44
GF Value