Invicta HoldingsJSE:IVT 86 ROE % is 8.98% as of Sep. 2025, which is 15% below its 10-year median of 10.53. GuruFocus rates JSE:IVT with a GF Score™ of 86/100 and a GF Value™ of R39.12 (Fairly Valued). The stock has 4 warning signs investors should review. Among 155 Industrial Distribution companies, Invicta Holdings ranks better than 77.42% on this metric.
The historical rank and industry rank for Invicta Holdings's ROE % or its related term are showing as below:
JSE:IVT'
s ROE % Range Over the Past 10 Years
Min: -14.22 Med: 10.53 Max: 19.13
Current: 14.26
During the past 13 years, Invicta Holdings's highest ROE % was 19.13%. The lowest was -14.22%. And the median was 10.53%.
JSE:IVT's ROE % is ranked better than 77.42% of 155
companies
in the Industrial Distribution industry
Industry Median: 7.21
vs JSE:IVT: 14.26
Invicta Holdings (JSE:IVT) 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:
Note:
The net income data used here is two times the semi-annual (Sep. 2025) net income data. The Revenue data used here is two times the semi-annual (Sep. 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.
Invicta Holdings ROE % Related Terms
Invicta Holdings ROE % Historical Data
* Premium members only.
The historical data trend for Invicta Holdings'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.
For the Industrial Distribution subindustry, Invicta Holdings'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.
Invicta Holdings ROE % vs Industrial Distribution Industry
For the Industrial Distribution industry and Industrials sector, Invicta Holdings's ROE % distribution charts can be found below:
* The bar in red indicates where Invicta Holdings's ROE % 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.
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 (Sep. 2025) net income data.
ROE % is displayed in the 30-year financial page.
Invicta Holdings (JSE:IVT) has a ROE % of 8.98% as of Sep. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Invicta Holdings and its competitors. This is 15% below median its historical median of 10.53. According to the industry distribution chart, Invicta Holdings ranks #35 out of 155 companies in the Industrial Distribution industry, placing it in the top 22.6%.
Is Invicta Holdings' ROE % too high?
Invicta Holdings' current ROE % of 8.98% is 15% below median its 10-year median of 10.53. The Industrial Distribution industry median ROE % is 7.21. Invicta Holdings' value of 8.98% is 24.5% above this industry median. Based on the distribution chart, Invicta Holdings ranks #35 out of 155 companies in the Industrial Distribution industry, which is in the top quartile — a strong position relative to peers. Overall, Invicta Holdings has a GF Score™ of 86/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Invicta Holdings' ROE % compare to GWW and FAST?
According to the Industrial Distribution industry distribution chart, Invicta Holdings ranks #35 out of 155 companies for ROE %. This places Invicta Holdings in the top 23% of its industry — outperforming the majority of peers. The industry median ROE % is 7.21. Invicta Holdings' value of 8.98% is 24.5% above this benchmark. While the company's 10-year median is 10.53 vs. the industry median of 7.21, Invicta Holdings 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 an Industrial Distribution company?
The median ROE % among Industrial Distribution companies is 7.21, based on 155 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. Invicta Holdings's current ROE % of 8.98% is 24.5% 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 Invicta Holdings and its competitors. For the Industrial Distribution industry, the median ROE % is 7.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invicta Holdings's current ROE % is 8.98%, which is 15% below median its own 10-year median of 10.53. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invicta Holdings stock overvalued right now?
Based on GuruFocus' analysis, Invicta Holdings (JSE:IVT) is currently considered Fairly Valued. The stock's GF Value™ is R39.12, compared to a current price of R36.50 — trading 6.7% below its estimated fair value. The current ROE % is 8.98%, which is 15% below median its 10-year median of 10.53 and 24.5% above the Industrial Distribution industry median of 7.21. Invicta Holdings' overall GF Score™ is 86/100 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 Invicta Holdings (JSE:IVT), the current ROE % is 8.98% as of Sep. 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 Invicta Holdings (JSE:IVT) Overvalued in 2026?
Based on GuruFocus' analysis, Invicta Holdings stock appears to be undervalued.
The current stock price of R36.50 is trading 6.7% below its estimated GF Value™ of R39.12.
GuruFocus considers Invicta Holdings to be Fairly Valued.
Key valuation signals for JSE:IVT:
ROE %: 8.98% (15% below median its 10-year median of 10.53)
GF Value™: R39.12 vs. price of R36.50 (6.7% below fair value)
Industry Position: 24.5% above the Industrial Distribution median (#35 of 155)
No single metric tells the full story. See the JSE:IVT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Invicta Holdings Ltd is an investment holding management company. The company's segment includes Replacement Parts, Services, and Solutions for Earth-Moving Equipment (RPE), Industrial sectors (RPI), and Auto-Agri applications (RPA), along with Kian Ann Group (KAG). It also offers Capital Equipment and Related Parts and Services which Kian Ann Group supports. It earns the majority of the revenue from RPI Industrial segment.
86GF Score
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