Invalda INVL AB (STU:WTK) ROCE %: 18.05% (As of Dec. 2025)

What is Invalda INVL AB ROCE %?

Invalda INVL AB STU:WTK +1.53% 84 ROCE % is 18.05% as of Dec. 2025. GuruFocus rates STU:WTK with a GF Score™ of 84/100 and a GF Value™ of €19.30 (Significantly Overvalued). The stock has 5 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Invalda INVL AB's annualized ROCE % for the quarter that ended in Dec. 2025 was 18.05%.

Invalda INVL AB (STU:WTK) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Invalda INVL AB ROCE % Related Terms

Invalda INVL AB ROCE % Historical Data

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The historical data trend for Invalda INVL AB's ROCE % 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.

Invalda INVL AB ROCE % Chart

Invalda INVL AB Annual Data

Trend

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

Dec25

ROCE %

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37.05

12.24

32.01

22.89

16.68

Invalda INVL AB Semi-Annual Data
	Jun16	Dec16	Jun17	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23	Jun24	Dec24	Jun25	Dec25
ROCE %	Get a 7-Day Free Trial															66.68	12.33	32.90	15.98	18.05

84GF Score

Invalda INVL AB STU:WTK

ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.

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Invalda INVL AB ROCE % Calculation

Invalda INVL AB's annualized ROCE % for the fiscal year that ended in Dec. 2025 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Dec. 2025 )		(A: Dec. 2024 )		(A: Dec. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Dec. 2025 )		(A: Dec. 2024 )		(A: Dec. 2025 )
	=	42.351	/	( ( (247.67 - 9.114)	+	(274.548 - 5.282) )	/ 2 )
	=	42.351	/	( (238.556	+	269.266)	/ 2 )
	=	42.351	/	253.911
	=	16.68 %

Invalda INVL AB's ROCE % of for the quarter that ended in Dec. 2025 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Dec. 2025 )		(Q: Jun. 2025 )		(Q: Dec. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Dec. 2025 )		(Q: Jun. 2025 )		(Q: Dec. 2025 )
	=	46.226	/	( ( (249.538 - 6.537)	+	(274.548 - 5.282) )	/ 2 )
	=	46.226	/	( ( 243.001	+	269.266 )	/ 2 )
	=	46.226	/	256.1335
	=	18.05 %

(1) Note: The EBIT data used here is two times the semi-annual (Dec. 2025) EBIT data.

Frequently Asked Questions Learn more about ROCE % →

What does a ROCE % of 18.05% mean?

Invalda INVL AB (STU:WTK) has a ROCE % of 18.05% as of Dec. 2025.

Is Invalda INVL AB's ROCE % too high?

Invalda INVL AB's current ROCE % is 18.05%. The Asset Management industry median ROCE % is 4.39. Invalda INVL AB's value of 18.05% is 311.2% above this industry median. Overall, Invalda INVL AB has a GF Score™ of 84/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.

How does Invalda INVL AB's ROCE % compare to BLK and BX?

Invalda INVL AB's ROCE % of 18.05% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.39. Invalda INVL AB's value of 18.05% is 311.2% 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 ROCE % for an Asset Management company?

The median ROCE % among Asset Management companies is 4.39, based on 707 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invalda INVL AB's current ROCE % of 18.05% is 311.2% 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 ROCE % mean?

A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invalda INVL AB's current ROCE % is 18.05%. 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 ROCE % is 18.05% and 311.2% above the Asset Management industry median of 4.39. Invalda INVL AB's overall GF Score™ is 84/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.

How is ROCE % calculated?

ROCE % is calculated from a company's financial statements. For Invalda INVL AB (STU:WTK), the current ROCE % is 18.05% 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:

ROCE %: 18.05%
GF Value™: €19.30 vs. price of €26.60 (37.8% above fair value)
GF Score™: 84/100 with 5 warning signs
Industry Position: 311.2% 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 Business Description

Industry Financial Services Asset Management

Comparable Companies OVSE:INC1L BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT OSTO:EQT AMP LSE:III NTRS ARES RJF XSWX:PGHN OSTO:INDU A LSE:SMT TROW PFG

Other Exchanges IVL1L:Lithuania WTK:Germany

Address Gyneju Street 14, Vilnius, LTU, LT-01109

Website https://www.invaldainvl.com

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.

84GF Score

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ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€26.60

Price

€19.30

GF Value

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