Inveo Yatirim Holding AS

IS:INVEO Turkey Asset Management
Market Cap
$214.59 Million
TL7.61 Billion TRY
Market Cap Rank
#14684 Global
#96 in Turkey
Share Price
TL7.61
Change (1 day)
+1.74%
52-Week Range
TL5.91 - TL13.96
All Time High
TL15.50
About

Inveo Yatirim Holding A.S. is an investment holding company. It is involved in investments such as capital markets, banking, venture capital, strategic investments and renewable energy. Inveo Yatirim Holding A.S. was founded in 1998 and is based in Istanbul, Turkey.

Inveo Yatirim Holding AS (INVEO) - Net Assets

Latest net assets as of September 2025: TL12.60 Billion TRY

Based on the latest financial reports, Inveo Yatirim Holding AS (INVEO) has net assets worth TL12.60 Billion TRY as of September 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (TL14.28 Billion) and total liabilities (TL1.68 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets TL12.60 Billion
% of Total Assets 88.25%
Annual Growth Rate 118.0%
5-Year Change 1196.64%
10-Year Change N/A
Growth Volatility 99.58

Inveo Yatirim Holding AS - Net Assets Trend (2018–2024)

This chart illustrates how Inveo Yatirim Holding AS's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Inveo Yatirim Holding AS (2018–2024)

The table below shows the annual net assets of Inveo Yatirim Holding AS from 2018 to 2024.

Year Net Assets Change
2024-12-31 TL7.86 Billion -13.62%
2023-12-31 TL9.10 Billion +183.52%
2022-12-31 TL3.21 Billion +175.40%
2021-12-31 TL1.17 Billion +92.25%
2020-12-31 TL606.19 Million +310.40%
2019-12-31 TL147.71 Million +101.90%
2018-12-31 TL73.16 Million --

Equity Component Analysis

This analysis shows how different components contribute to Inveo Yatirim Holding AS's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 15041.9% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Retained Earnings TL6.26 Billion 79.70%
Other Components TL1.60 Billion 20.30%
Total Equity TL7.86 Billion 100.00%

Inveo Yatirim Holding AS Competitors by Market Cap

The table below lists competitors of Inveo Yatirim Holding AS ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Inveo Yatirim Holding AS's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 9,099,455,637 to 7,860,114,999, a change of -1,239,340,638 (-13.6%).
  • Net loss of 1,428,754,213 reduced equity.
  • New share issuances of 117,594,661 increased equity.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income TL-1.43 Billion -18.18%
Share Issuances TL117.59 Million +1.5%
Other Changes TL71.82 Million +0.91%
Total Change TL- -13.62%

Book Value vs Market Value Analysis

This analysis compares Inveo Yatirim Holding AS's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 0.97x
  • The company is trading below its book value, potentially indicating the market believes the assets are overvalued on the balance sheet or anticipates future losses.
  • The price-to-book ratio has decreased from 21.44x to 0.97x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2018-12-31 TL0.35 TL7.61 x
2019-12-31 TL0.72 TL7.61 x
2020-12-31 TL2.94 TL7.61 x
2021-12-31 TL4.86 TL7.61 x
2022-12-31 TL13.39 TL7.61 x
2023-12-31 TL9.10 TL7.61 x
2024-12-31 TL7.86 TL7.61 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Inveo Yatirim Holding AS utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): -18.18%
  • The company may be facing challenges in efficiently utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 0.00%
  • • Asset Turnover: -0.13x
  • • Equity Multiplier: 1.16x
  • Recent ROE (-18.18%) is below the historical average (37.90%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2018 43.77% 85.16% 0.32x 1.62x TL24.71 Million
2019 56.71% 234.91% 0.17x 1.39x TL68.99 Million
2020 75.63% 1012.26% 0.06x 1.27x TL397.87 Million
2021 28.07% 196.99% 0.14x 1.05x TL210.59 Million
2022 61.43% 1998.29% 0.02x 1.34x TL1.65 Billion
2023 17.83% 155.37% 0.09x 1.21x TL712.50 Million
2024 -18.18% 0.00% -0.13x 1.16x TL-2.21 Billion

Industry Comparison

This section compares Inveo Yatirim Holding AS's net assets metrics with peer companies in the Asset Management industry.

Industry Context

  • Industry: Asset Management
  • Average net assets among peers: $72,955,853
  • Average return on equity (ROE) among peers: 1.76%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Inveo Yatirim Holding AS (INVEO) TL12.60 Billion 43.77% 0.13x $214.17 Million
Avrupa Yatirim Holding AS (AVHOL) $82.79 Million 3.07% 0.31x $24.42 Million
Avrasya Petrol ve Turistik Tesisler Yatirimlar AS (AVTUR) $66.61 Million 0.00% 0.08x $14.99 Million
Birikim Varlik Yonetim A.S. (BRKVY) $70.24 Million 8.16% 2.34x $34.74 Million
Cosmos Yatirim Holding AS (COSMO) $11.34 Million 2.96% 1.20x $21.13 Million
Dagi Yatirim Holding AS (DAGHL) $9.85 Million 6.60% 0.01x $198.92 Million
Denge Yatirim Holding AS (DENGE) $3.74 Million 0.00% 0.27x $31.39 Million
Euro Trend Yatirim Ortakligi AS (ETYAT) $66.92 Million -31.05% 0.14x $11.41 Million
Euro Kapital Yatirim Ortakligi AS (EUKYO) $23.32 Million 0.58% 0.03x $9.29 Million
Euro Menkul Kiymet Yatirim Ortakligi AS (EUYO) $10.02 Million 0.00% 0.01x $9.69 Million
Gelecek Varlik Yonetimi AS (GLCVY) $384.74 Million 27.29% 2.30x $48.73 Million