Invalda INVL AB (OVSE:IVL1L) ROE % Adjusted to Book Value: 21.75% (As of Dec. 2025)

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OVSE:IVL1L Invalda INVL AB OVSE:IVL1L
88 GF Score
Price €27.60
GF Value €19.62
Valuation Significantly Overvalued
! 9 Warning Signs
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What is Invalda INVL AB ROE % Adjusted to Book Value?

Invalda INVL AB OVSE:IVL1L -0.72% 88 ROE % Adjusted to Book Value is 21.75% as of Dec. 2025. GuruFocus rates OVSE:IVL1L with a GF Score™ of 88/100 and a GF Value™ of €19.62 (Significantly Overvalued). The stock has 9 warning signs investors should review.

Invalda INVL AB's ROE % for the quarter that ended in Dec. 2025 was 24.14%. Invalda INVL AB's PB Ratio for the quarter that ended in Dec. 2025 was 1.11. Invalda INVL AB's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 21.75%.


Invalda INVL AB ROE % Adjusted to Book Value Related Terms


Invalda INVL AB ROE % Adjusted to Book Value Historical Data

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The historical data trend for Invalda INVL AB'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.

Invalda INVL AB ROE % Adjusted to Book Value Chart

Invalda INVL AB 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 22.21 12.84 37.09 21.75 17.75

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
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 76.70 14.34 31.17 15.31 21.75

OVSE:IVL1L vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Invalda INVL AB'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.


Invalda INVL AB ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Invalda INVL AB's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Invalda INVL AB's ROE % Adjusted to Book Value falls into.


OVSE:IVL1L
88GF Score
Invalda INVL AB OVSE:IVL1L
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Invalda INVL AB ROE % Adjusted to Book Value Calculation

Invalda INVL AB'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
=19.70% / 1.11
=17.75%

Invalda INVL AB's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=24.14% / 1.11
=21.75%

* 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 21.75% mean?
Invalda INVL AB (OVSE:IVL1L) has a ROE % Adjusted to Book Value of 21.75% 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 Invalda INVL AB and its competitors.
Is Invalda INVL AB's ROE % Adjusted to Book Value too high?
Invalda INVL AB's current ROE % Adjusted to Book Value is 21.75%. 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 ROE % Adjusted to Book Value compare to BLK and BX?
Invalda INVL AB's ROE % Adjusted to Book Value of 21.75% 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 Invalda INVL AB and its competitors. Invalda INVL AB's current ROE % Adjusted to Book Value is 21.75%. 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 (OVSE:IVL1L) is currently considered Significantly Overvalued. The stock's GF Value™ is €19.62, compared to a current price of €27.60 — trading 40.7% above its estimated fair value. The current ROE % Adjusted to Book Value is 21.75%. Invalda INVL AB's overall GF Score™ is 88/100 with 9 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 Invalda INVL AB (OVSE:IVL1L), the current ROE % Adjusted to Book Value is 21.75% 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 (OVSE:IVL1L) Overvalued in 2026?

Based on GuruFocus' analysis, Invalda INVL AB stock appears to be overvalued. The current stock price of €27.60 is trading 40.7% above its estimated GF Value™ of €19.62. GuruFocus considers Invalda INVL AB to be Significantly Overvalued.

Key valuation signals for OVSE:IVL1L:

  • ROE % Adjusted to Book Value: 21.75%
  • GF Value™: €19.62 vs. price of €27.60 (40.7% above fair value)
  • GF Score™: 88/100 with 9 warning signs

No single metric tells the full story. See the OVSE:IVL1L stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Invalda INVL AB Business Description

Other Exchanges WTK:Germany
Address Gyneju Street 14, Vilnius, LTU, LT-01109
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

Get the complete analysis for OVSE:IVL1L

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

€27.60
Price
€19.62
GF Value