Invex ControladoraB de CV (MEX:INVEXA) ROE % Adjusted to Book Value: 19.75% (As of Jun. 2026)

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MEX:INVEXA Invex Controladora SAB de CV MEX:INVEXA
65 GF Score
Price MXN100.00
GF Value MXN205.66
Valuation Significantly Undervalued
! 4 Warning Signs
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What is Invex ControladoraB de CV ROE % Adjusted to Book Value?

Invex ControladoraB de CV MEX:INVEXA 65 ROE % Adjusted to Book Value is 19.75% as of Jun. 2026. GuruFocus rates MEX:INVEXA with a GF Score™ of 65/100 and a GF Value™ of MXN205.66 (Significantly Undervalued). The stock has 4 warning signs investors should review.

Invex ControladoraB de CV's ROE % for the quarter that ended in Jun. 2026 was 16.39%. Invex ControladoraB de CV's PB Ratio for the quarter that ended in Jun. 2026 was 0.83. Invex ControladoraB de CV's ROE % Adjusted to Book Value for the quarter that ended in Jun. 2026 was 19.75%.


Invex ControladoraB de CV ROE % Adjusted to Book Value Related Terms


Invex ControladoraB de CV ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Invex ControladoraB de CV'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.

Invex ControladoraB de CV ROE % Adjusted to Book Value Chart

Invex ControladoraB de CV Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 10.96 11.56 8.11 15.20 24.90

Invex ControladoraB de CV Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 14.40 14.73 14.86 46.64 19.75

MEX:INVEXA vs MS, GS, SCHW: ROE % Adjusted to Book Value Comparison

For the Capital Markets subindustry, Invex ControladoraB de CV'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.


Invex ControladoraB de CV ROE % Adjusted to Book Value vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Invex ControladoraB de CV's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Invex ControladoraB de CV's ROE % Adjusted to Book Value falls into.


MEX:INVEXA
65GF Score
Invex Controladora SAB de CV MEX:INVEXA
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Invex ControladoraB de CV ROE % Adjusted to Book Value Calculation

Invex ControladoraB de CV's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=22.41% / 0.90
=24.90%

Invex ControladoraB de CV's ROE % Adjusted to Book Value for the quarter that ended in Jun. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=16.39% / 0.83
=19.75%

* 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 19.75% mean?
Invex ControladoraB de CV (MEX:INVEXA) has a ROE % Adjusted to Book Value of 19.75% as of Jun. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Invex ControladoraB de CV and its competitors.
Is Invex ControladoraB de CV's ROE % Adjusted to Book Value too high?
Invex ControladoraB de CV's current ROE % Adjusted to Book Value is 19.75%. Overall, Invex ControladoraB de CV has a GF Score™ of 65/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Invex ControladoraB de CV's ROE % Adjusted to Book Value compare to MS and GS?
Invex ControladoraB de CV's ROE % Adjusted to Book Value of 19.75% can be compared against companies in the Capital Markets 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 a Capital Markets company?
A good ROE % Adjusted to Book Value depends on the Capital Markets 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 Invex ControladoraB de CV and its competitors. Invex ControladoraB de CV's current ROE % Adjusted to Book Value is 19.75%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invex ControladoraB de CV stock overvalued right now?
Based on GuruFocus' analysis, Invex ControladoraB de CV (MEX:INVEXA) is currently considered Significantly Undervalued. The stock's GF Value™ is MXN205.66, compared to a current price of MXN100.00 — trading 51.4% below its estimated fair value. The current ROE % Adjusted to Book Value is 19.75%. Invex ControladoraB de CV's overall GF Score™ is 65/100 with 4 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 Invex ControladoraB de CV (MEX:INVEXA), the current ROE % Adjusted to Book Value is 19.75% as of Jun. 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 Invex ControladoraB de CV (MEX:INVEXA) Overvalued in 2026?

Based on GuruFocus' analysis, Invex ControladoraB de CV stock appears to be undervalued. The current stock price of MXN100.00 is trading 51.4% below its estimated GF Value™ of MXN205.66. GuruFocus considers Invex ControladoraB de CV to be Significantly Undervalued.

Key valuation signals for MEX:INVEXA:

  • ROE % Adjusted to Book Value: 19.75%
  • GF Value™: MXN205.66 vs. price of MXN100.00 (51.4% below fair value)
  • GF Score™: 65/100 with 4 warning signs

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


Invex ControladoraB de CV Business Description

Address Boulevard Manual Avila Camacho 40, Piso 7,Colonia Lomas de Chapultepec, Mexico, DF, MEX, 11000
Invex Controladora SAB de CV is a holding company that operates in the financial sectors. The company through its subsidiaries, provides banking, brokerage and consumer credit services.
65GF Score

Get the complete analysis for MEX:INVEXA

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

MXN100.00
Price
MXN205.66
GF Value