Investor ABMEX:INVEBN 55 ROA % is 10.73% as of Mar. 2026, which is 11% below its 10-year median of 12.02. GuruFocus rates MEX:INVEBN with a GF Score™ of 55/100 and a GF Value™ of MXN427.62. The stock has 7 warning signs investors should review. Among 1,638 Asset Management companies, Investor AB ranks better than 87.12% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Investor AB's annualizedNet Income for the quarter that ended in Mar. 2026 was MXN233,118 Mil.
Investor AB's average Total Assets over the quarter that ended in Mar. 2026 was MXN2,171,675 Mil. Therefore, Investor AB's annualized ROA % for the quarter that ended in Mar. 2026 was 10.73%.
The historical rank and industry rank for Investor AB's ROA % or its related term are showing as below:
MEX:INVEBN'
s ROA % Range Over the Past 10 Years
Min: -9.83 Med: 12.02 Max: 33.38
Current: 18.24
During the past 13 years, Investor AB's highest ROA % was 33.38%. The lowest was -9.83%. And the median was 12.02%.
MEX:INVEBN's ROA % is ranked better than 87.12% of 1638
companies
in the Asset Management industry
Industry Median: 3.95
vs MEX:INVEBN: 18.24
Investor AB (MEX:INVEBN) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data.
* 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.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
Investor AB ROA % Related Terms
Investor AB ROA % Historical Data
* Premium members only.
The historical data trend for Investor AB's ROA % 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.
For the Asset Management subindustry, Investor AB's ROA %, along with its competitors' market caps and ROA % 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.
Investor AB ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Investor AB's ROA % distribution charts can be found below:
* The bar in red indicates where Investor AB's ROA % 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 ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is four times the quarterly (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Investor AB (MEX:INVEBN) has a ROA % of 10.73% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Investor AB and its competitors. This is 11% below median its historical median of 12.02. According to the industry distribution chart, Investor AB ranks #211 out of 1638 companies in the Asset Management industry, placing it in the top 12.9%.
Is Investor AB's ROA % too high?
Investor AB's current ROA % of 10.73% is 11% below median its 10-year median of 12.02. The Asset Management industry median ROA % is 3.95. Investor AB's value of 10.73% is 171.6% above this industry median. Based on the distribution chart, Investor AB ranks #211 out of 1638 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Investor AB has a GF Score™ of 55/100, reflecting its overall financial health beyond just this single metric.
How does Investor AB's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Investor AB ranks #211 out of 1638 companies for ROA %. This places Investor AB in the top 13% of its industry — outperforming the majority of peers. The industry median ROA % is 3.95. Investor AB's value of 10.73% is 171.6% above this benchmark. While the company's 10-year median is 12.02 vs. the industry median of 3.95, Investor AB 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 ROA % for an Asset Management company?
The median ROA % among Asset Management companies is 3.95, based on 1,638 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Investor AB's current ROA % of 10.73% is 171.6% 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 ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Investor AB and its competitors. For the Asset Management industry, the median ROA % is 3.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Investor AB's current ROA % is 10.73%, which is 11% below median its own 10-year median of 12.02. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Investor AB stock overvalued right now?
Investor AB (MEX:INVEBN) has a current ROA % of 10.73%. The stock's GF Value™ is MXN427.62, compared to a current price of MXN425.30 — trading 0.5% below its estimated fair value. The current ROA % is 10.73%, which is 11% below median its 10-year median of 12.02 and 171.6% above the Asset Management industry median of 3.95. Investor AB's overall GF Score™ is 55/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Investor AB (MEX:INVEBN), the current ROA % is 10.73% 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 Investor AB (MEX:INVEBN) Overvalued in 2026?
Based on GuruFocus' analysis, Investor AB stock appears to be undervalued.
The current stock price of MXN425.30 is trading 0.5% below its estimated GF Value™ of MXN427.62.
Key valuation signals for MEX:INVEBN:
ROA %: 10.73% (11% below median its 10-year median of 12.02)
GF Value™: MXN427.62 vs. price of MXN425.30 (0.5% below fair value)
Industry Position: 171.6% above the Asset Management median (#211 of 1638)
No single metric tells the full story. See the MEX:INVEBN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Investor AB is an industrial holding company with a long-term, active investment portfolio plan. Its operations are divided into three business areas: Listed Companies, Patricia Industries, and Investments in EQT. The majority of the company's revenue is generated from dividends and changes in the value of its investment in other listed companies. Geographically, it generates the maximum revenue from the United States, with the remainder coming from Sweden, the United Kingdom, France, Germany, South America, Africa, and other regions.
55GF Score
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