ROC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROIC %. Invalda INVL AB's annualized return on capital (ROC %) for the quarter that ended in Dec. 2025 was 12.21%.
As of today (2026-06-27), Invalda INVL AB's WACC % is 8.81%. Invalda INVL AB's ROC % is 14.87% (calculated using TTM income statement data).
Invalda INVL AB generates higher returns on investment than it costs the company to raise the capital needed for that investment. It is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases.
Invalda INVL AB (STU:WTK) ROC % Explanation
ROC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROIC %. The reason book values of debt and equity are used is because the book values are the capital the company received when issuing the debt or receiving the equity investments.
There are four key components to this definition. The first is the use of operating income or EBIT rather than net income in the numerator. The second is the tax adjustment to this operating income or EBIT, computed as a hypothetical tax based on an effective or marginal tax rate. The third is the use of book values for invested capital, rather than market values. The final is the timing difference; the capital invested is from the end of the prior year whereas the operating income or EBIT is the current year's number.
Why is ROC % important?
Because it costs money to raise capital. A firm that generates higher returns on investment than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.
As of today, Invalda INVL AB's WACC % is 8.81%. Invalda INVL AB's ROC % is 14.87% (calculated using TTM income statement data).
Invalda INVL AB generates higher returns on investment than it costs the company to raise the capital needed for that investment. It is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases.
Be Aware
Like ROE % and ROA %, ROC % is calculated with only 12 months of 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.
Invalda INVL AB ROC % Related Terms
Invalda INVL AB ROC % Historical Data
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The historical data trend for Invalda INVL AB's ROC % 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.
Note:
The Operating Income data used here is two times the semi-annual (Dec. 2025) data.
The tax rate is limited to between 0% and 100%.
* 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.
Invalda INVL AB (STU:WTK) has a ROC % of 12.21% as of Dec. 2025. Return on capital is the ratio of current-period net income to average two-period capital. View historical data on Invalda INVL AB and its competitors.
Is Invalda INVL AB's ROC % too high?
Invalda INVL AB's current ROC % is 12.21%. The Asset Management industry median ROC % is 1.21. Invalda INVL AB's value of 12.21% is 909.1% above this industry median. Overall, Invalda INVL AB has a GF Score™ of 88/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Invalda INVL AB's ROC % compare to BLK and BX?
Invalda INVL AB's ROC % of 12.21% can be compared against companies in the Asset Management industry. The industry median ROC % is 1.21. Invalda INVL AB's value of 12.21% is 909.1% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC % for an Asset Management company?
The median ROC % among Asset Management companies is 1.21, based on 709 companies in the industry. Companies in the top quartile (top 25%) have a ROC % significantly above this median, while those in the bottom quartile fall well below. However, ROC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invalda INVL AB's current ROC % of 12.21% is 909.1% 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 ROC % mean?
A high ROC % can signal that a stock is expensive relative to its fundamentals. Return on capital is the ratio of current-period net income to average two-period capital. View historical data on Invalda INVL AB and its competitors. For the Asset Management industry, the median ROC % is 1.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invalda INVL AB's current ROC % is 12.21%. 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 ROC % is 12.21% and 909.1% above the Asset Management industry median of 1.21. Invalda INVL AB's overall GF Score™ is 88/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC % calculated?
ROC % is calculated from a company's financial statements. For Invalda INVL AB (STU:WTK), the current ROC % is 12.21% 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:
ROC %: 12.21%
GF Value™: €19.30 vs. price of €26.60 (37.8% above fair value)
Industry Position: 909.1% above the Asset Management median
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.
88GF Score
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