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Invex ControladoraB de CVMEX:INVEXA 65 ROE % is 16.39% as of Jun. 2026, which is 44% above its 10-year median of 11.39. 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. Among 792 Capital Markets companies, Invex ControladoraB de CV ranks better than 80.18% on this metric.
The historical rank and industry rank for Invex ControladoraB de CV's ROE % or its related term are showing as below:
MEX:INVEXA'
s ROE % Range Over the Past 10 Years
Min: 6.39 Med: 11.39 Max: 22.41
Current: 20.28
During the past 13 years, Invex ControladoraB de CV's highest ROE % was 22.41%. The lowest was 6.39%. And the median was 11.39%.
MEX:INVEXA's ROE % is ranked better than 80.18% of 792
companies
in the Capital Markets industry
Industry Median: 6.065
vs MEX:INVEXA: 20.28
Invex ControladoraB de CV (MEX:INVEXA) 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 (Jun. 2026) net income data. The Revenue data used here is four times the quarterly (Jun. 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.
* 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 Capital Markets subindustry, Invex ControladoraB de CV'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.
Invex ControladoraB de CV ROE % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Invex ControladoraB de CV's ROE % distribution charts can be found below:
* The bar in red indicates where Invex ControladoraB de CV'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 (Jun. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Invex ControladoraB de CV (MEX:INVEXA) has a ROE % of 16.39% as of Jun. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Invex ControladoraB de CV and its competitors. This is 44% above median its historical median of 11.39. Over the past decade, Invex ControladoraB de CV's ROE % has ranged from 6.39 to 22.41. According to the industry distribution chart, Invex ControladoraB de CV ranks #157 out of 792 companies in the Capital Markets industry, placing it in the top 19.8%.
Is Invex ControladoraB de CV's ROE % too high?
Invex ControladoraB de CV's current ROE % of 16.39% is 44% above median its 10-year median of 11.39. Over the past 10 years, this metric has ranged from a low of 6.39 to a high of 22.41. The Capital Markets industry median ROE % is 6.07. Invex ControladoraB de CV's value of 16.39% is 170.2% above this industry median. Based on the distribution chart, Invex ControladoraB de CV ranks #157 out of 792 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. 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 % compare to MS and GS?
According to the Capital Markets industry distribution chart, Invex ControladoraB de CV ranks #157 out of 792 companies for ROE %. This places Invex ControladoraB de CV in the top 20% of its industry — outperforming the majority of peers. The industry median ROE % is 6.07. Invex ControladoraB de CV's value of 16.39% is 170.2% above this benchmark. Historically, Invex ControladoraB de CV's own ROE % has ranged from 6.39 to 22.41 over the past decade. While the company's 10-year median is 11.39 vs. the industry median of 6.07, Invex ControladoraB de CV 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 Capital Markets company?
The median ROE % among Capital Markets companies is 6.07, based on 792 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. Invex ControladoraB de CV's current ROE % of 16.39% is 170.2% 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 Invex ControladoraB de CV and its competitors. For the Capital Markets industry, the median ROE % is 6.07 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invex ControladoraB de CV's current ROE % is 16.39%, which is 44% above median its own 10-year median of 11.39. 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 % is 16.39%, which is 44% above median its 10-year median of 11.39 and 170.2% above the Capital Markets industry median of 6.07. 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 % calculated?
ROE % is calculated from a company's financial statements. For Invex ControladoraB de CV (MEX:INVEXA), the current ROE % is 16.39% 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 %: 16.39% (44% above median its 10-year median of 11.39)
GF Value™: MXN205.66 vs. price of MXN100.00 (51.4% below fair value)
Industry Position: 170.2% above the Capital Markets median (#157 of 792)
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 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
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