Investment Company (The)'s ROE % for the quarter that ended in Dec. 2025 was -3.73%. Investment Company (The)'s PB Ratio for the quarter that ended in Dec. 2025 was 0.87.
Investment Company (The)'s ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was -4.29%.
Investment Company (The) ROE % Adjusted to Book Value Related Terms
Investment Company (The) ROE % Adjusted to Book Value Historical Data
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The historical data trend for Investment Company (The)'s ROE % Adjusted to Book Value 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.
Investment Company (The) ROE % Adjusted to Book Value Chart
LSE:INV vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison
For the Asset Management subindustry, Investment Company (The)'s ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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.
Investment Company (The) ROE % Adjusted to Book Value vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Investment Company (The)'s ROE % Adjusted to Book Value distribution charts can be found below:
* The bar in red indicates where Investment Company (The)'s ROE % Adjusted to Book Value 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.
What does a ROE % Adjusted to Book Value of -4.29% mean?
Investment Company (The) (LSE:INV) has a ROE % Adjusted to Book Value of -4.29% as of Dec. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Investment Company (The) and its competitors.
Is Investment Company (The)'s ROE % Adjusted to Book Value too high?
Investment Company (The)'s current ROE % Adjusted to Book Value is -4.29%. Overall, Investment Company (The) has a GF Score™ of 41/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Investment Company (The)'s ROE % Adjusted to Book Value compare to BLK and BX?
Investment Company (The)'s ROE % Adjusted to Book Value of -4.29% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Investment Company (The) and its competitors. Investment Company (The)'s current ROE % Adjusted to Book Value is -4.29%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Investment Company (The) stock overvalued right now?
Based on GuruFocus' analysis, Investment Company (The) (LSE:INV) is currently considered Significantly Overvalued. The stock's GF Value™ is £0.10, compared to a current price of £0.69 — trading 585% above its estimated fair value. The current ROE % Adjusted to Book Value is -4.29%. Investment Company (The)'s overall GF Score™ is 41/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Investment Company (The) (LSE:INV), the current ROE % Adjusted to Book Value is -4.29% 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 Investment Company (The) (LSE:INV) Overvalued in 2026?
Based on GuruFocus' analysis, Investment Company (The) stock appears to be overvalued.
The current stock price of £0.69 is trading 585% above its estimated GF Value™ of £0.10.
GuruFocus considers Investment Company (The) to be Significantly Overvalued.
Key valuation signals for LSE:INV:
ROE % Adjusted to Book Value: -4.29%
GF Value™: £0.10 vs. price of £0.69 (585% above fair value)
No single metric tells the full story. See the LSE:INV stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Investment Company (The) PLC is engaged in the investment of equity securities. Its investment objective is to increase capital growth for shareholders over the long term by investing in good quality, quoted, UK small and mid-cap companies. The company is engaged in a single segment of the investment business.
41GF Score
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