Invalda INVL ABSTU:WTK +1.53%85 ROA % is 22.21% as of Dec. 2025, which is 21% above its 10-year median of 18.33. GuruFocus rates STU:WTK with a GF Score™ of 85/100 and a GF Value™ of €19.30 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 1,632 Asset Management companies, Invalda INVL AB ranks better than 87.13% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Invalda INVL AB's annualizedNet Income for the quarter that ended in Dec. 2025 was €58.19 Mil.
Invalda INVL AB's average Total Assets over the quarter that ended in Dec. 2025 was €262.04 Mil. Therefore, Invalda INVL AB's annualized ROA % for the quarter that ended in Dec. 2025 was 22.21%.
The historical rank and industry rank for Invalda INVL AB's ROA % or its related term are showing as below:
STU:WTK'
s ROA % Range Over the Past 10 Years
Min: 0.51 Med: 18.33 Max: 33.68
Current: 18.31
During the past 13 years, Invalda INVL AB's highest ROA % was 33.68%. The lowest was 0.51%. And the median was 18.33%.
STU:WTK's ROA % is ranked better than 87.13% of 1632
companies
in the Asset Management industry
Industry Median: 3.99
vs STU:WTK: 18.31
Invalda INVL AB (STU:WTK) 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 two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) 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.
Invalda INVL AB ROA % Related Terms
Invalda INVL AB ROA % Historical Data
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The historical data trend for Invalda INVL 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, Invalda INVL 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.
Invalda INVL AB ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Invalda INVL AB's ROA % distribution charts can be found below:
* The bar in red indicates where Invalda INVL 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 two times the semi-annual (Dec. 2025) net income data.
ROA % is displayed in the 30-year financial page.
Invalda INVL AB (STU:WTK) has a ROA % of 22.21% as of Dec. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Invalda INVL AB and its competitors. This is 21% above median its historical median of 18.33. Over the past decade, Invalda INVL AB's ROA % has ranged from 0.51 to 33.68. According to the industry distribution chart, Invalda INVL AB ranks #210 out of 1632 companies in the Asset Management industry, placing it in the top 12.9%.
Is Invalda INVL AB's ROA % too high?
Invalda INVL AB's current ROA % of 22.21% is 21% above median its 10-year median of 18.33. Over the past 10 years, this metric has ranged from a low of 0.51 to a high of 33.68. The Asset Management industry median ROA % is 3.99. Invalda INVL AB's value of 22.21% is 456.6% above this industry median. Based on the distribution chart, Invalda INVL AB ranks #210 out of 1632 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Invalda INVL AB has a GF Score™ of 85/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Invalda INVL AB's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Invalda INVL AB ranks #210 out of 1632 companies for ROA %. This places Invalda INVL AB in the top 13% of its industry — outperforming the majority of peers. The industry median ROA % is 3.99. Invalda INVL AB's value of 22.21% is 456.6% above this benchmark. Historically, Invalda INVL AB's own ROA % has ranged from 0.51 to 33.68 over the past decade. While the company's 10-year median is 18.33 vs. the industry median of 3.99, Invalda INVL 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 3.99, based on 1,632 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. Invalda INVL AB's current ROA % of 22.21% is 456.6% 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 Invalda INVL AB and its competitors. For the Asset Management industry, the median ROA % is 3.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invalda INVL AB's current ROA % is 22.21%, which is 21% above median its own 10-year median of 18.33. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invalda INVL AB stock overvalued right now?
Based on GuruFocus' analysis, Invalda INVL AB (STU:WTK) is currently considered Significantly Overvalued. The stock's GF Value™ is €19.30, compared to a current price of €26.60 — trading 37.8% above its estimated fair value. The current ROA % is 22.21%, which is 21% above median its 10-year median of 18.33 and 456.6% above the Asset Management industry median of 3.99. Invalda INVL AB's overall GF Score™ is 85/100 with 5 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 Invalda INVL AB (STU:WTK), the current ROA % is 22.21% 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 Invalda INVL AB (STU:WTK) Overvalued in 2026?
Based on GuruFocus' analysis, Invalda INVL AB stock appears to be overvalued.
The current stock price of €26.60 is trading 37.8% above its estimated GF Value™ of €19.30.
GuruFocus considers Invalda INVL AB to be Significantly Overvalued.
Key valuation signals for STU:WTK:
ROA %: 22.21% (21% above median its 10-year median of 18.33)
GF Value™: €19.30 vs. price of €26.60 (37.8% above fair value)
Industry Position: 456.6% above the Asset Management median (#210 of 1632)
No single metric tells the full story. See the STU:WTK stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Invalda INVL AB is an asset management company. It operates through the Asset management and Historical Investments activity segments. The Asset management segment includes pension, investment funds, alternative investments (private equity, real assets, and private debt) and portfolio management, financial brokerage, and land administration services. The Historical Investments activity segment includes the group investment activities to the unconsolidated subsidiaries, associates, and financial assets at fair value and administrative activities of the companies. The main investment activities of the company are Agriculture; Life insurance; Facility management; Real estate; and Bank activities. The majority of its revenue comes from the Asset management segment.
85GF Score
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