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Analyst I M S Investment Management Services (XTAE:ANLT) 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.
Analyst I M S Investment Management Services ROE % Related Terms
Analyst I M S Investment Management Services 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.
Analyst I M S Investment Management Services ROE % Chart
Analyst I M S Investment Management Services Annual Data
* 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.
Analyst I M S Investment Management Services ROE % vs Asset Management Industry
* 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.
Analyst I M S Investment Management Services (XTAE:ANLT) has a ROE % of 34.88% 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 Analyst I M S Investment Management Services and its competitors. This is 192% above median its historical median of 11.96. According to the industry distribution chart, Analyst I M S Investment Management Services ranks #107 out of 1610 companies in the Asset Management industry, placing it in the top 6.6%.
Is Analyst I M S Investment Management Services' ROE % too high?
Analyst I M S Investment Management Services' current ROE % of 34.88% is 192% above median its 10-year median of 11.96. The Asset Management industry median ROE % is 6.90. Analyst I M S Investment Management Services' value of 34.88% is 405.5% above this industry median. Based on the distribution chart, Analyst I M S Investment Management Services ranks #107 out of 1610 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Analyst I M S Investment Management Services has a GF Score™ of 87/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Analyst I M S Investment Management Services' ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Analyst I M S Investment Management Services ranks #107 out of 1610 companies for ROE %. This places Analyst I M S Investment Management Services in the top 7% of its industry — outperforming the majority of peers. The industry median ROE % is 6.90. Analyst I M S Investment Management Services' value of 34.88% is 405.5% above this benchmark. While the company's 10-year median is 11.96 vs. the industry median of 6.90, Analyst I M S Investment Management Services 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. Analyst I M S Investment Management Services's current ROE % of 34.88% is 405.5% 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 Analyst I M S Investment Management Services 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. Analyst I M S Investment Management Services's current ROE % is 34.88%, which is 192% above median its own 10-year median of 11.96. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Analyst I M S Investment Management Services stock overvalued right now?
Based on GuruFocus' analysis, Analyst I M S Investment Management Services (XTAE:ANLT) is currently considered Fairly Valued. The stock's GF Value™ is ₪124.52, compared to a current price of ₪135.20 — trading 8.6% above its estimated fair value. The current ROE % is 34.88%, which is 192% above median its 10-year median of 11.96 and 405.5% above the Asset Management industry median of 6.90. Analyst I M S Investment Management Services' overall GF Score™ is 87/100 with 1 warning sign 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 Analyst I M S Investment Management Services (XTAE:ANLT), the current ROE % is 34.88% 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 Analyst I M S Investment Management Services (XTAE:ANLT) Overvalued in 2026?
Based on GuruFocus' analysis, Analyst I M S Investment Management Services stock appears to be overvalued.
The current stock price of ₪135.20 is trading 8.6% above its estimated GF Value™ of ₪124.52.
GuruFocus considers Analyst I M S Investment Management Services to be Fairly Valued.
Key valuation signals for XTAE:ANLT:
ROE %: 34.88% (192% above median its 10-year median of 11.96)
GF Value™: ₪124.52 vs. price of ₪135.20 (8.6% above fair value)
Industry Position: 405.5% above the Asset Management median (#107 of 1610)
No single metric tells the full story. See the XTAE:ANLT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Analyst I M S Investment Management Services Ltd, through its subsidiaries and affiliates provides capital and trading services. The company offers portfolio management, financial services consulting, and structure trust funds, among others. It is engaged in advising and managing securities portfolios, mutual fund and provident fund management.
87GF Score
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