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AFP PlanvitalXSGO:PLANVITAL 94 ROE % is 49.96% as of Jun. 2026, which is 23% above its 10-year median of 40.51. GuruFocus rates XSGO:PLANVITAL with a GF Score™ of 94/100 and a GF Value™ of CLP228.13 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 1,610 Asset Management companies, AFP Planvital ranks better than 94.72% on this metric.
ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. AFP Planvital's annualized net income for the quarter that ended in Jun. 2026 was CLP87,427 Mil. AFP Planvital's average Total Stockholders Equity over the quarter that ended in Jun. 2026 was CLP175,008 Mil. Therefore, AFP Planvital's annualized ROE % for the quarter that ended in Jun. 2026 was 49.96%.
The historical rank and industry rank for AFP Planvital's ROE % or its related term are showing as below:
XSGO:PLANVITAL'
s ROE % Range Over the Past 10 Years
Min: 1.7 Med: 40.51 Max: 54.17
Current: 42.63
During the past 13 years, AFP Planvital's highest ROE % was 54.17%. The lowest was 1.70%. And the median was 40.51%.
XSGO:PLANVITAL's ROE % is ranked better than 94.72% of 1610
companies
in the Asset Management industry
Industry Median: 6.9
vs XSGO:PLANVITAL: 42.63
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.
AFP Planvital ROE % Related Terms
AFP Planvital ROE % Historical Data
* Premium members only.
The historical data trend for AFP Planvital'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, AFP Planvital'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.
AFP Planvital ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, AFP Planvital's ROE % distribution charts can be found below:
* The bar in red indicates where AFP Planvital'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.
AFP Planvital (XSGO:PLANVITAL) has a ROE % of 49.96% 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 AFP Planvital and its competitors. This is 23% above median its historical median of 40.51. Over the past decade, AFP Planvital's ROE % has ranged from 1.70 to 54.17. According to the industry distribution chart, AFP Planvital ranks #85 out of 1610 companies in the Asset Management industry, placing it in the top 5.3%.
Is AFP Planvital's ROE % too high?
AFP Planvital's current ROE % of 49.96% is 23% above median its 10-year median of 40.51. Over the past 10 years, this metric has ranged from a low of 1.70 to a high of 54.17. The Asset Management industry median ROE % is 6.90. AFP Planvital's value of 49.96% is 624.1% above this industry median. Based on the distribution chart, AFP Planvital ranks #85 out of 1610 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, AFP Planvital has a GF Score™ of 94/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does AFP Planvital's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, AFP Planvital ranks #85 out of 1610 companies for ROE %. This places AFP Planvital in the top 5% of its industry — outperforming the majority of peers. The industry median ROE % is 6.90. AFP Planvital's value of 49.96% is 624.1% above this benchmark. Historically, AFP Planvital's own ROE % has ranged from 1.70 to 54.17 over the past decade. While the company's 10-year median is 40.51 vs. the industry median of 6.90, AFP Planvital 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 6.90, based on 1,610 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. AFP Planvital's current ROE % of 49.96% is 624.1% 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 AFP Planvital and its competitors. For the Asset Management industry, the median ROE % is 6.90 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AFP Planvital's current ROE % is 49.96%, which is 23% above median its own 10-year median of 40.51. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AFP Planvital stock overvalued right now?
Based on GuruFocus' analysis, AFP Planvital (XSGO:PLANVITAL) is currently considered Modestly Overvalued. The stock's GF Value™ is CLP228.13, compared to a current price of CLP260.47 — trading 14.2% above its estimated fair value. The current ROE % is 49.96%, which is 23% above median its 10-year median of 40.51 and 624.1% above the Asset Management industry median of 6.90. AFP Planvital's overall GF Score™ is 94/100 with 2 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 AFP Planvital (XSGO:PLANVITAL), the current ROE % is 49.96% 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 AFP Planvital (XSGO:PLANVITAL) Overvalued in 2026?
Based on GuruFocus' analysis, AFP Planvital stock appears to be overvalued.
The current stock price of CLP260.47 is trading 14.2% above its estimated GF Value™ of CLP228.13.
GuruFocus considers AFP Planvital to be Modestly Overvalued.
Key valuation signals for XSGO:PLANVITAL:
ROE %: 49.96% (23% above median its 10-year median of 40.51)
GF Value™: CLP228.13 vs. price of CLP260.47 (14.2% above fair value)
Industry Position: 624.1% above the Asset Management median (#85 of 1610)
No single metric tells the full story. See the XSGO:PLANVITAL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
AFP Planvital SA is a Chile-based pension fund administrator. Its activities include investment & collection of affiliate contributions, management of individual capitalization accounts, & provision of life & disability benefits, as well as retirement pensions. It offers professional pension management.
94GF Score
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