Investor ABMEX:INVEBN 55 ROE % is 12.42% as of Mar. 2026, which is 13% below its 10-year median of 14.35. GuruFocus rates MEX:INVEBN with a GF Score™ of 55/100 and a GF Value™ of MXN427.62. The stock has 7 warning signs investors should review. Among 1,614 Asset Management companies, Investor AB ranks better than 83.77% on this metric.
ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Investor AB's annualized net income for the quarter that ended in Mar. 2026 was MXN233,118 Mil. Investor AB's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was MXN1,876,940 Mil. Therefore, Investor AB's annualized ROE % for the quarter that ended in Mar. 2026 was 12.42%.
The historical rank and industry rank for Investor AB's ROE % or its related term are showing as below:
MEX:INVEBN'
s ROE % Range Over the Past 10 Years
Min: -11.6 Med: 14.35 Max: 39.86
Current: 21.23
During the past 13 years, Investor AB's highest ROE % was 39.86%. The lowest was -11.60%. And the median was 14.35%.
MEX:INVEBN's ROE % is ranked better than 83.77% of 1614
companies
in the Asset Management industry
Industry Median: 6.36
vs MEX:INVEBN: 21.23
Investor AB (MEX:INVEBN) 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 four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) 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.
Investor AB ROE % Related Terms
Investor AB ROE % Historical Data
* Premium members only.
The historical data trend for Investor AB'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 Asset Management subindustry, Investor AB'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.
Investor AB ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Investor AB's ROE % distribution charts can be found below:
* The bar in red indicates where Investor AB'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 four times the quarterly (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Investor AB (MEX:INVEBN) has a ROE % of 12.42% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Investor AB and its competitors. This is 13% below median its historical median of 14.35. According to the industry distribution chart, Investor AB ranks #262 out of 1614 companies in the Asset Management industry, placing it in the top 16.2%.
Is Investor AB's ROE % too high?
Investor AB's current ROE % of 12.42% is 13% below median its 10-year median of 14.35. The Asset Management industry median ROE % is 6.36. Investor AB's value of 12.42% is 95.3% above this industry median. Based on the distribution chart, Investor AB ranks #262 out of 1614 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Investor AB has a GF Score™ of 55/100, reflecting its overall financial health beyond just this single metric.
How does Investor AB's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Investor AB ranks #262 out of 1614 companies for ROE %. This places Investor AB in the top 16% of its industry — outperforming the majority of peers. The industry median ROE % is 6.36. Investor AB's value of 12.42% is 95.3% above this benchmark. While the company's 10-year median is 14.35 vs. the industry median of 6.36, Investor AB 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 Asset Management company?
The median ROE % among Asset Management companies is 6.36, based on 1,614 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. Investor AB's current ROE % of 12.42% is 95.3% 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 Investor AB and its competitors. For the Asset Management industry, the median ROE % is 6.36 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Investor AB's current ROE % is 12.42%, which is 13% below median its own 10-year median of 14.35. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Investor AB stock overvalued right now?
Investor AB (MEX:INVEBN) has a current ROE % of 12.42%. The stock's GF Value™ is MXN427.62, compared to a current price of MXN425.30 — trading 0.5% below its estimated fair value. The current ROE % is 12.42%, which is 13% below median its 10-year median of 14.35 and 95.3% above the Asset Management industry median of 6.36. Investor AB's overall GF Score™ is 55/100 with 7 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 Investor AB (MEX:INVEBN), the current ROE % is 12.42% as of Mar. 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 Investor AB (MEX:INVEBN) Overvalued in 2026?
Based on GuruFocus' analysis, Investor AB stock appears to be undervalued.
The current stock price of MXN425.30 is trading 0.5% below its estimated GF Value™ of MXN427.62.
Key valuation signals for MEX:INVEBN:
ROE %: 12.42% (13% below median its 10-year median of 14.35)
GF Value™: MXN427.62 vs. price of MXN425.30 (0.5% below fair value)
Industry Position: 95.3% above the Asset Management median (#262 of 1614)
No single metric tells the full story. See the MEX:INVEBN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Investor AB is an industrial holding company with a long-term, active investment portfolio plan. Its operations are divided into three business areas: Listed Companies, Patricia Industries, and Investments in EQT. The majority of the company's revenue is generated from dividends and changes in the value of its investment in other listed companies. Geographically, it generates the maximum revenue from the United States, with the remainder coming from Sweden, the United Kingdom, France, Germany, South America, Africa, and other regions.
55GF Score
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