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Compania de Inversiones La Espanola (XSGO:ESPANOLA) 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.
Compania de Inversiones La Espanola ROE % Related Terms
Compania de Inversiones La Espanola ROE % Historical Data
* 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, Compania de Inversiones La Espanola'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.
Compania de Inversiones La Espanola ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Compania de Inversiones La Espanola's ROE % distribution charts can be found below:
* The bar in red indicates where Compania de Inversiones La Espanola'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.
Compania de Inversiones La Espanola (XSGO:ESPANOLA) has a ROE % of 12.75% 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 Compania de Inversiones La Espanola and its competitors. This is 127% above median its historical median of 5.61. Over the past decade, Compania de Inversiones La Espanola's ROE % has ranged from 3.98 to 16.34.
Is Compania de Inversiones La Espanola's ROE % too high?
Compania de Inversiones La Espanola's current ROE % of 12.75% is 127% above median its 10-year median of 5.61. Over the past 10 years, this metric has ranged from a low of 3.98 to a high of 16.34. The Asset Management industry median ROE % is 6.76. Compania de Inversiones La Espanola's value of 12.75% is 88.7% above this industry median. Overall, Compania de Inversiones La Espanola has a GF Score™ of 56/100, reflecting its overall financial health beyond just this single metric.
How does Compania de Inversiones La Espanola's ROE % compare to BLK and BX?
Compania de Inversiones La Espanola's ROE % of 12.75% can be compared against companies in the Asset Management industry. The industry median ROE % is 6.76. Compania de Inversiones La Espanola's value of 12.75% is 88.7% above this benchmark. Historically, Compania de Inversiones La Espanola's own ROE % has ranged from 3.98 to 16.34 over the past decade. While the company's 10-year median is 5.61 vs. the industry median of 6.76, Compania de Inversiones La Espanola 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 6.76, based on 1,598 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. Compania de Inversiones La Espanola's current ROE % of 12.75% is 88.7% 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 Compania de Inversiones La Espanola and its competitors. For the Asset Management industry, the median ROE % is 6.76 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Compania de Inversiones La Espanola's current ROE % is 12.75%, which is 127% above median its own 10-year median of 5.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Compania de Inversiones La Espanola stock overvalued right now?
Compania de Inversiones La Espanola (XSGO:ESPANOLA) has a current ROE % of 12.75%. The stock's GF Value™ is CLP1,742.04, compared to a current price of CLP4,000.00 — trading 129.6% above its estimated fair value. The current ROE % is 12.75%, which is 127% above median its 10-year median of 5.61 and 88.7% above the Asset Management industry median of 6.76. Compania de Inversiones La Espanola's overall GF Score™ is 56/100 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 Compania de Inversiones La Espanola (XSGO:ESPANOLA), the current ROE % is 12.75% 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 Compania de Inversiones La Espanola (XSGO:ESPANOLA) Overvalued in 2026?
Based on GuruFocus' analysis, Compania de Inversiones La Espanola stock appears to be overvalued.
The current stock price of CLP4,000.00 is trading 129.6% above its estimated GF Value™ of CLP1,742.04.
Key valuation signals for XSGO:ESPANOLA:
ROE %: 12.75% (127% above median its 10-year median of 5.61)
GF Value™: CLP1,742.04 vs. price of CLP4,000.00 (129.6% above fair value)
Industry Position: 88.7% above the Asset Management median
No single metric tells the full story. See the XSGO:ESPANOLA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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