Y.D. More Investments (XTAE:MRIN) Return-on-Tangible-Equity: 47.09% (As of Jun. 2026) — 24% Above Median

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XTAE:MRIN Y.D. More Investments Ltd XTAE:MRIN
93 GF Score
Price ₪39.55
GF Value ₪23.68
Valuation Significantly Overvalued
! 2 Warning Signs
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What is Y.D. More Investments Return-on-Tangible-Equity?

Y.D. More Investments XTAE:MRIN +0.94% 93 Return-on-Tangible-Equity is 47.09% as of Jun. 2026, which is 24% above its 10-year median of 38.05. GuruFocus rates XTAE:MRIN with a GF Score™ of 93/100 and a GF Value™ of ₪23.68 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 1,589 Asset Management companies, Y.D. More Investments ranks better than 92.7% 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. Y.D. More Investments's annualized net income for the quarter that ended in Jun. 2026 was ₪152 Mil. Y.D. More Investments's average shareholder tangible equity for the quarter that ended in Jun. 2026 was ₪323 Mil. Therefore, Y.D. More Investments's annualized Return-on-Tangible-Equity for the quarter that ended in Jun. 2026 was 47.09%.

The historical rank and industry rank for Y.D. More Investments's Return-on-Tangible-Equity or its related term are showing as below:

XTAE:MRIN' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 17.2   Med: 38.05   Max: 59.67
Current: 46.38

During the past 11 years, Y.D. More Investments's highest Return-on-Tangible-Equity was 59.67%. The lowest was 17.20%. And the median was 38.05%.

XTAE:MRIN's Return-on-Tangible-Equity is ranked better than
92.7% of 1589 companies
in the Asset Management industry
Industry Median: 7.5 vs XTAE:MRIN: 46.38

Y.D. More Investments  (XTAE:MRIN) 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.


Y.D. More Investments Return-on-Tangible-Equity Related Terms


Y.D. More Investments Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Y.D. More Investments'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.

Y.D. More Investments Return-on-Tangible-Equity Chart

Y.D. More Investments 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 24.60 23.69 27.54 31.01 45.09

Y.D. More Investments Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
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 54.99 32.36 41.78 63.04 47.09

XTAE:MRIN vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison

For the Asset Management subindustry, Y.D. More Investments'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.


Y.D. More Investments Return-on-Tangible-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Y.D. More Investments's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Y.D. More Investments's Return-on-Tangible-Equity falls into.


XTAE:MRIN
93GF Score
Y.D. More Investments Ltd XTAE:MRIN
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Y.D. More Investments Return-on-Tangible-Equity Calculation

Y.D. More Investments'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 )
=124.336/( (249.37+302.146 )/ 2 )
=124.336/275.758
=45.09 %

Y.D. More Investments's annualized Return-on-Tangible-Equity for the quarter that ended in Jun. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Jun. 2026 )  (Q: Mar. 2026 )(Q: Jun. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Jun. 2026 )  (Q: Mar. 2026 )(Q: Jun. 2026 )
=151.852/( (330.877+314.127)/ 2 )
=151.852/322.502
=47.09 %

* 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 47.09% mean?
Y.D. More Investments (XTAE:MRIN) has a Return-on-Tangible-Equity of 47.09% 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 Y.D. More Investments and its competitors. This is 24% above median its historical median of 38.05. Over the past decade, Y.D. More Investments' Return-on-Tangible-Equity has ranged from 17.20 to 59.67. According to the industry distribution chart, Y.D. More Investments ranks #116 out of 1589 companies in the Asset Management industry, placing it in the top 7.3%.
Is Y.D. More Investments' Return-on-Tangible-Equity too high?
Y.D. More Investments' current Return-on-Tangible-Equity of 47.09% is 24% above median its 10-year median of 38.05. Over the past 10 years, this metric has ranged from a low of 17.20 to a high of 59.67. The Asset Management industry median Return-on-Tangible-Equity is 7.50. Y.D. More Investments' value of 47.09% is 527.9% above this industry median. Based on the distribution chart, Y.D. More Investments ranks #116 out of 1589 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Y.D. More Investments has a GF Score™ of 93/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Y.D. More Investments' Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Y.D. More Investments ranks #116 out of 1589 companies for Return-on-Tangible-Equity. This places Y.D. More Investments in the top 7% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.50. Y.D. More Investments' value of 47.09% is 527.9% above this benchmark. Historically, Y.D. More Investments' own Return-on-Tangible-Equity has ranged from 17.20 to 59.67 over the past decade. While the company's 10-year median is 38.05 vs. the industry median of 7.50, Y.D. More Investments 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. Y.D. More Investments's current Return-on-Tangible-Equity of 47.09% is 527.9% 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 Y.D. More Investments 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. Y.D. More Investments's current Return-on-Tangible-Equity is 47.09%, which is 24% above median its own 10-year median of 38.05. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Y.D. More Investments stock overvalued right now?
Based on GuruFocus' analysis, Y.D. More Investments (XTAE:MRIN) is currently considered Significantly Overvalued. The stock's GF Value™ is ₪23.68, compared to a current price of ₪39.55 — trading 67% above its estimated fair value. The current Return-on-Tangible-Equity is 47.09%, which is 24% above median its 10-year median of 38.05 and 527.9% above the Asset Management industry median of 7.50. Y.D. More Investments' overall GF Score™ is 93/100 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 Y.D. More Investments (XTAE:MRIN), the current Return-on-Tangible-Equity is 47.09% 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 Y.D. More Investments (XTAE:MRIN) Overvalued in 2026?

Based on GuruFocus' analysis, Y.D. More Investments stock appears to be overvalued. The current stock price of ₪39.55 is trading 67% above its estimated GF Value™ of ₪23.68. GuruFocus considers Y.D. More Investments to be Significantly Overvalued.

Key valuation signals for XTAE:MRIN:

  • Return-on-Tangible-Equity: 47.09% (24% above median its 10-year median of 38.05)
  • GF Value™: ₪23.68 vs. price of ₪39.55 (67% above fair value)
  • GF Score™: 93/100 with 2 warning signs
  • Industry Position: 527.9% above the Asset Management median (#116 of 1589)

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


Y.D. More Investments Business Description

Address Ben-Gurion Road 2, BSR Tower 1, Ramat Gan, ISR
Y.D. More Investments Ltd is an investment house specialising in personal investment management services. Its activities include fund management, mutual funds and investment banking and portfolio management, among others. Its client base includes private investors, institutional bodies and corporations.
93GF Score

Get the complete analysis for XTAE:MRIN

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

₪39.55
Price
₪23.68
GF Value