Invictus Investment Co (ADX:INVICTUS) ROE %: 20.30% (As of Dec. 2025) — 56% Below Median


ADX:INVICTUS Invictus Investment Co PLC ADX:INVICTUS
49 GF Score
Price د.إ1.64
GF Value د.إ3.93
Valuation Possible Value Trap
! 4 Warning Signs
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What is Invictus Investment Co ROE %?

Invictus Investment Co ADX:INVICTUS 49 ROE % is 20.30% as of Dec. 2025, which is 56% below its 10-year median of 46.60. GuruFocus rates ADX:INVICTUS with a GF Score™ of 49/100 and a GF Value™ of د.إ3.93 (Possible Value Trap). The stock has 4 warning signs investors should review. Among 304 Retail - Defensive companies, Invictus Investment Co ranks better than 75.99% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Invictus Investment Co's annualized net income for the quarter that ended in Dec. 2025 was د.إ268 Mil. Invictus Investment Co's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was د.إ1,321 Mil. Therefore, Invictus Investment Co's annualized ROE % for the quarter that ended in Dec. 2025 was 20.30%.

The historical rank and industry rank for Invictus Investment Co's ROE % or its related term are showing as below:

ADX:INVICTUS' s ROE % Range Over the Past 10 Years
Min: 14.94   Med: 46.6   Max: 98.45
Current: 17.7

During the past 7 years, Invictus Investment Co's highest ROE % was 98.45%. The lowest was 14.94%. And the median was 46.60%.

ADX:INVICTUS's ROE % is ranked better than
75.99% of 304 companies
in the Retail - Defensive industry
Industry Median: 8.56 vs ADX:INVICTUS: 17.70

Invictus Investment Co  (ADX:INVICTUS) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Dec. 2025 )
=Net Income/Total Stockholders Equity
=268.148/1320.6685
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(268.148 / 14161.952)*(14161.952 / 6293.543)*(6293.543 / 1320.6685)
=Net Margin %*Asset Turnover*Equity Multiplier
=1.89 %*2.2502*4.7654
=ROA %*Equity Multiplier
=4.25 %*4.7654
=20.30 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Dec. 2025 )
=Net Income/Total Stockholders Equity
=268.148/1320.6685
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (268.148 / 478.762) * (478.762 / 521.24) * (521.24 / 14161.952) * (14161.952 / 6293.543) * (6293.543 / 1320.6685)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.5601 * 0.9185 * 3.68 % * 2.2502 * 4.7654
=20.30 %

Note: The net income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Invictus Investment Co ROE % Related Terms


Invictus Investment Co ROE % Historical Data

* Premium members only.

The historical data trend for Invictus Investment Co's ROE % 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.

Invictus Investment Co ROE % Chart

Invictus Investment Co Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial 98.45 71.11 20.39 14.94 17.54

Invictus Investment Co Semi-Annual Data
Dec19 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only 15.00 15.50 14.68 15.06 20.30

ADX:INVICTUS vs SYY, USFD, PFGC: ROE % Comparison

For the Food Distribution subindustry, Invictus Investment Co's ROE %, along with its competitors' market caps and ROE % 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.


Invictus Investment Co ROE % vs Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, Invictus Investment Co's ROE % distribution charts can be found below:

* The bar in red indicates where Invictus Investment Co's ROE % falls into.


ADX:INVICTUS
49GF Score
Invictus Investment Co PLC ADX:INVICTUS
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Invictus Investment Co ROE % Calculation

Invictus Investment Co's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=225.898/( (1186.751+1388.733)/ 2 )
=225.898/1287.742
=17.54 %

Invictus Investment Co's annualized ROE % for the quarter that ended in Dec. 2025 is calculated as

ROE %=Net Income (Q: Dec. 2025 )/( (Total Stockholders Equity (Q: Jun. 2025 )+Total Stockholders Equity (Q: Dec. 2025 ))/ count )
=268.148/( (1252.604+1388.733)/ 2 )
=268.148/1320.6685
=20.30 %

* 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.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is two times the semi-annual (Dec. 2025) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 20.30% mean?
Invictus Investment Co (ADX:INVICTUS) has a ROE % of 20.30% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Invictus Investment Co and its competitors. This is 56% below median its historical median of 46.60. Over the past decade, Invictus Investment Co's ROE % has ranged from 14.94 to 98.45. According to the industry distribution chart, Invictus Investment Co ranks #73 out of 304 companies in the Retail - Defensive industry, placing it in the top 24%.
Is Invictus Investment Co's ROE % too high?
Invictus Investment Co's current ROE % of 20.30% is 56% below median its 10-year median of 46.60. Over the past 10 years, this metric has ranged from a low of 14.94 to a high of 98.45. The Retail - Defensive industry median ROE % is 8.56. Invictus Investment Co's value of 20.30% is 137.1% above this industry median. Based on the distribution chart, Invictus Investment Co ranks #73 out of 304 companies in the Retail - Defensive industry, which is in the top quartile — a strong position relative to peers. Overall, Invictus Investment Co has a GF Score™ of 49/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Invictus Investment Co's ROE % compare to SYY and USFD?
According to the Retail - Defensive industry distribution chart, Invictus Investment Co ranks #73 out of 304 companies for ROE %. This places Invictus Investment Co in the top 24% of its industry — outperforming the majority of peers. The industry median ROE % is 8.56. Invictus Investment Co's value of 20.30% is 137.1% above this benchmark. Historically, Invictus Investment Co's own ROE % has ranged from 14.94 to 98.45 over the past decade. While the company's 10-year median is 46.60 vs. the industry median of 8.56, Invictus Investment Co has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for a Retail - Defensive company?
The median ROE % among Retail - Defensive companies is 8.56, based on 304 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invictus Investment Co's current ROE % of 20.30% is 137.1% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Invictus Investment Co and its competitors. For the Retail - Defensive industry, the median ROE % is 8.56 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invictus Investment Co's current ROE % is 20.30%, which is 56% below median its own 10-year median of 46.60. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invictus Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Invictus Investment Co (ADX:INVICTUS) is currently considered Possible Value Trap. The stock's GF Value™ is د.إ3.93, compared to a current price of د.إ1.64 — trading 58.3% below its estimated fair value. The current ROE % is 20.30%, which is 56% below median its 10-year median of 46.60 and 137.1% above the Retail - Defensive industry median of 8.56. Invictus Investment Co's overall GF Score™ is 49/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Invictus Investment Co (ADX:INVICTUS), the current ROE % is 20.30% 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 Invictus Investment Co (ADX:INVICTUS) Overvalued in 2026?

Based on GuruFocus' analysis, Invictus Investment Co stock appears to be undervalued. The current stock price of د.إ1.64 is trading 58.3% below its estimated GF Value™ of د.إ3.93. GuruFocus considers Invictus Investment Co to be Possible Value Trap.

Key valuation signals for ADX:INVICTUS:

  • ROE %: 20.30% (56% below median its 10-year median of 46.60)
  • GF Value™: د.إ3.93 vs. price of د.إ1.64 (58.3% below fair value)
  • GF Score™: 49/100 with 4 warning signs
  • Industry Position: 137.1% above the Retail - Defensive median (#73 of 304)

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


Invictus Investment Co Business Description

Address Dubai Airport Freezone Authority, Plot W34, Dubai, ARE
Invictus Investment Co PLC engages in the trading of agricultural commodities, food products, non-manufactured precious metal trading, and other general items. The group operates two reportable segments - International Trading Business and Agri Commodities Wholesale Trading & Local Distribution in Morocco, out of which it derives maximum revenue from the International Trading Business segment. It specializes in trading various commodities, especially agro-food products, and finished goods trading business across Africa, the Middle East, Europe, the Americas, and Asia. It trades Grains, Oilseeds, Edible Oils, Animal Feed, Pulses, spray-dried Gum Arabic, and Meats, among other products.
49GF Score

Get the complete analysis for ADX:INVICTUS

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

د.إ1.64
Price
د.إ3.93
GF Value