Investor AB (CHIX:INVEAS) ROC (Joel Greenblatt) %: % (As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

CHIX:INVEAS Investor AB CHIX:INVEAS
55 GF Score
Price kr361.75
GF Value kr359.48
! 7 Warning Signs
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What is Investor AB ROC (Joel Greenblatt) %?

Investor AB CHIX:INVEAS 55 ROC (Joel Greenblatt) % is % as of Mar. 2026. GuruFocus rates CHIX:INVEAS with a GF Score™ of 55/100 and a GF Value™ of kr359.48. The stock has 7 warning signs investors should review. Among 626 Asset Management companies, Investor AB ranks worse than 159744.25% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

CHIX:INVEAS
55GF Score
Investor AB CHIX:INVEAS
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a ROC (Joel Greenblatt) % of % mean?
Investor AB (CHIX:INVEAS) has a ROC (Joel Greenblatt) % of % as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Investor AB and its competitors. According to the industry distribution chart, Investor AB ranks #999999 out of 626 companies in the Asset Management industry.
Is Investor AB's ROC (Joel Greenblatt) % too high?
Investor AB's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Investor AB ranks #999999 out of 626 companies in the Asset Management industry, which is in the bottom quartile 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 ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Investor AB ranks #999999 out of 626 companies for ROC (Joel Greenblatt) %. This places Investor AB in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.66. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.66, based on 626 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Investor AB and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.66 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Investor AB's current ROC (Joel Greenblatt) % is %. 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 (CHIX:INVEAS) has a current ROC (Joel Greenblatt) % of %. The stock's GF Value™ is kr359.48, compared to a current price of kr361.75 — trading 0.6% above its estimated fair value. The current ROC (Joel Greenblatt) % is %. 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 ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Investor AB (CHIX:INVEAS), the current ROC (Joel Greenblatt) % is % 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 (CHIX:INVEAS) Overvalued in 2026?

Based on GuruFocus' analysis, Investor AB stock appears to be overvalued. The current stock price of kr361.75 is trading 0.6% above its estimated GF Value™ of kr359.48.

Key valuation signals for CHIX:INVEAS:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: kr359.48 vs. price of kr361.75 (0.6% above fair value)
  • GF Score™: 55/100 with 7 warning signs

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

Investor AB Business Description

Address Arsenalsgatan 8C, Stockholm, SWE, 103 32
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

Get the complete analysis for CHIX:INVEAS

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

kr361.75
Price
kr359.48
GF Value