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IPOPEMA SecuritiesWAR:IPE -1.35%57 ROE % is 15.86% as of Mar. 2026, which is 151% above its 10-year median of 6.31. GuruFocus rates WAR:IPE with a GF Score™ of 57/100 and a GF Value™ of zł3.62 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 793 Capital Markets companies, IPOPEMA Securities ranks better than 85.5% on this metric.
The historical rank and industry rank for IPOPEMA Securities's ROE % or its related term are showing as below:
WAR:IPE'
s ROE % Range Over the Past 10 Years
Min: -3.77 Med: 6.31 Max: 31.55
Current: 23.13
During the past 13 years, IPOPEMA Securities's highest ROE % was 31.55%. The lowest was -3.77%. And the median was 6.31%.
WAR:IPE's ROE % is ranked better than 85.5% of 793
companies
in the Capital Markets industry
Industry Median: 6.01
vs WAR:IPE: 23.13
IPOPEMA Securities (WAR:IPE) 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.
IPOPEMA Securities ROE % Related Terms
IPOPEMA Securities ROE % Historical Data
* Premium members only.
The historical data trend for IPOPEMA Securities'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 Capital Markets subindustry, IPOPEMA Securities'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.
IPOPEMA Securities ROE % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, IPOPEMA Securities's ROE % distribution charts can be found below:
* The bar in red indicates where IPOPEMA Securities'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.
IPOPEMA Securities (WAR:IPE) has a ROE % of 15.86% 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 IPOPEMA Securities and its competitors. This is 151% above median its historical median of 6.31. According to the industry distribution chart, IPOPEMA Securities ranks #115 out of 793 companies in the Capital Markets industry, placing it in the top 14.5%.
Is IPOPEMA Securities' ROE % too high?
IPOPEMA Securities' current ROE % of 15.86% is 151% above median its 10-year median of 6.31. The Capital Markets industry median ROE % is 6.01. IPOPEMA Securities' value of 15.86% is 163.9% above this industry median. Based on the distribution chart, IPOPEMA Securities ranks #115 out of 793 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, IPOPEMA Securities has a GF Score™ of 57/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does IPOPEMA Securities' ROE % compare to MS and GS?
According to the Capital Markets industry distribution chart, IPOPEMA Securities ranks #115 out of 793 companies for ROE %. This places IPOPEMA Securities in the top 15% of its industry — outperforming the majority of peers. The industry median ROE % is 6.01. IPOPEMA Securities' value of 15.86% is 163.9% above this benchmark. While the company's 10-year median is 6.31 vs. the industry median of 6.01, IPOPEMA Securities 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 6.01, based on 793 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. IPOPEMA Securities's current ROE % of 15.86% is 163.9% 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 IPOPEMA Securities and its competitors. For the Capital Markets industry, the median ROE % is 6.01 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. IPOPEMA Securities's current ROE % is 15.86%, which is 151% above median its own 10-year median of 6.31. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is IPOPEMA Securities stock overvalued right now?
Based on GuruFocus' analysis, IPOPEMA Securities (WAR:IPE) is currently considered Significantly Overvalued. The stock's GF Value™ is zł3.62, compared to a current price of zł7.30 — trading 101.7% above its estimated fair value. The current ROE % is 15.86%, which is 151% above median its 10-year median of 6.31 and 163.9% above the Capital Markets industry median of 6.01. IPOPEMA Securities' overall GF Score™ is 57/100 with 8 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 IPOPEMA Securities (WAR:IPE), the current ROE % is 15.86% 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 IPOPEMA Securities (WAR:IPE) Overvalued in 2026?
Based on GuruFocus' analysis, IPOPEMA Securities stock appears to be overvalued.
The current stock price of zł7.30 is trading 101.7% above its estimated GF Value™ of zł3.62.
GuruFocus considers IPOPEMA Securities to be Significantly Overvalued.
Key valuation signals for WAR:IPE:
ROE %: 15.86% (151% above median its 10-year median of 6.31)
GF Value™: zł3.62 vs. price of zł7.30 (101.7% above fair value)
Industry Position: 163.9% above the Capital Markets median (#115 of 793)
No single metric tells the full story. See the WAR:IPE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
IPOPEMA Securities SA is focused on brokerage activities, Business and management consulting, running an investment fund company and creating and managing investment funds, Management of portfolios of brokerage financial instruments, IT management activities, and IT consulting activities. It specializes in brokerage and company analysis services, investment banking services, as well as the distribution of investment products and investment advisory services addressed to a wide range of individual investors, the creation and management of closed-end and open-end investment funds and asset management, as well as business and IT consulting services.
57GF Score
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