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Invalda INVL ABFRA:WTK 88 3-Year RORE % is 0.10 as of Dec. 2025. GuruFocus rates FRA:WTK with a GF Score™ of 88/100 and a GF Value™ of €19.03 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 1,531 Asset Management companies, Invalda INVL AB ranks worse than 58.46% on this metric.
Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments.
Invalda INVL AB's 3-Year RORE % for the quarter that ended in Dec. 2025 was 0.10%.
The industry rank for Invalda INVL AB's 3-Year RORE % or its related term are showing as below:
FRA:WTK's 3-Year RORE % is ranked worse than 58.46% of 1531
companies
in the Asset Management industry
Industry Median: 12.02
vs FRA:WTK: 0.10
Invalda INVL AB (FRA:WTK) 3-Year RORE % Explanation
Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.
There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.
Be Aware
Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.
Invalda INVL AB 3-Year RORE % Related Terms
Invalda INVL AB 3-Year RORE % Historical Data
* Premium members only.
The historical data trend for Invalda INVL AB's 3-Year RORE % 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, Invalda INVL AB's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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.
Invalda INVL AB 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Invalda INVL AB's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Invalda INVL AB's 3-Year RORE % 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 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Dec. 2025 and 3-year before.
Invalda INVL AB (FRA:WTK) has a 3-Year RORE % of 0.10 as of Dec. 2025. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Invalda INVL AB and its competitors. According to the industry distribution chart, Invalda INVL AB ranks #895 out of 1531 companies in the Asset Management industry, placing it in the top 58.5%.
Is Invalda INVL AB's 3-Year RORE % too high?
Invalda INVL AB's current 3-Year RORE % is 0.10. The Asset Management industry median 3-Year RORE % is 12.02. Invalda INVL AB's value of 0.10 is 99.2% below this industry median. Based on the distribution chart, Invalda INVL AB ranks #895 out of 1531 companies in the Asset Management industry, which is below the industry midpoint. Overall, Invalda INVL AB has a GF Score™ of 88/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Invalda INVL AB's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Invalda INVL AB ranks #895 out of 1531 companies for 3-Year RORE %. This places Invalda INVL AB in the lower half of its industry. The industry median 3-Year RORE % is 12.02. Invalda INVL AB's value of 0.10 is 99.2% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.02, based on 1,531 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Invalda INVL AB's current 3-Year RORE % of 0.10 is 99.2% below 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 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Invalda INVL AB and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invalda INVL AB's current 3-Year RORE % is 0.10. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invalda INVL AB stock overvalued right now?
Based on GuruFocus' analysis, Invalda INVL AB (FRA:WTK) is currently considered Significantly Overvalued. The stock's GF Value™ is €19.03, compared to a current price of €27.20 — trading 42.9% above its estimated fair value. The current 3-Year RORE % is 0.10 and 99.2% below the Asset Management industry median of 12.02. Invalda INVL AB's overall GF Score™ is 88/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Invalda INVL AB (FRA:WTK), the current 3-Year RORE % is 0.10 as of Dec. 2025. 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 Invalda INVL AB (FRA:WTK) Overvalued in 2026?
Based on GuruFocus' analysis, Invalda INVL AB stock appears to be overvalued.
The current stock price of €27.20 is trading 42.9% above its estimated GF Value™ of €19.03.
GuruFocus considers Invalda INVL AB to be Significantly Overvalued.
Key valuation signals for FRA:WTK:
3-Year RORE %: 0.10
GF Value™: €19.03 vs. price of €27.20 (42.9% above fair value)
Industry Position: 99.2% below the Asset Management median (#895 of 1531)
No single metric tells the full story. See the FRA:WTK stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Invalda INVL AB is an asset management company. It operates through the Asset management and Historical Investments activity segments. The Asset management segment includes pension, investment funds, alternative investments (private equity, real assets, and private debt) and portfolio management, financial brokerage, and land administration services. The Historical Investments activity segment includes the group investment activities to the unconsolidated subsidiaries, associates, and financial assets at fair value and administrative activities of the companies. The main investment activities of the company are Agriculture; Life insurance; Facility management; Real estate; and Bank activities. The majority of its revenue comes from the Asset management segment.
88GF Score
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