Invicta (IVT) - Net Assets

Latest as of September 2025: ZAC5.41 Billion ZAC ≈ $2.87 Million USD

Based on the latest financial reports, Invicta (IVT) has net assets worth ZAC5.41 Billion ZAC (≈ $2.87 Million USD) as of September 2025. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (ZAC9.55 Billion ≈ $5.08 Million USD) and total liabilities (ZAC4.15 Billion ≈ $2.20 Million USD). 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. Check IVT cash and liquid asset ratio to evaluate the company's liquid asset resilience ratio.

Key Net Assets Metrics

Metric Value
Current Net Assets ZAC5.41 Billion
% of Total Assets 56.6%
Annual Growth Rate 12.37%
5-Year Change 15.36%
10-Year Change 7.95%
Growth Volatility 15.27

Invicta - Net Assets Trend (2005–2025)

This chart illustrates how Invicta's net assets have evolved over time, based on quarterly financial data. Also explore Invicta assets under control for the complete picture of this company's asset base.

Annual Net Assets for Invicta (2005–2025)

The table below shows the annual net assets of Invicta from 2005 to 2025. For live valuation and market cap data, see IVT stock market capitalisation.

Year Net Assets Change
2025-03-31 ZAC5.45 Billion
≈ $2.90 Million
-5.52%
2024-03-31 ZAC5.77 Billion
≈ $3.07 Million
+8.07%
2023-03-31 ZAC5.34 Billion
≈ $2.84 Million
+13.78%
2022-03-31 ZAC4.69 Billion
≈ $2.49 Million
-0.71%
2021-03-31 ZAC4.73 Billion
≈ $2.51 Million
+1.98%
2020-03-31 ZAC4.63 Billion
≈ $2.46 Million
-10.57%
2019-03-31 ZAC5.18 Billion
≈ $2.75 Million
+1.81%
2018-03-31 ZAC5.09 Billion
≈ $2.70 Million
-3.39%
2017-03-31 ZAC5.27 Billion
≈ $2.80 Million
+4.32%
2016-03-31 ZAC5.05 Billion
≈ $2.68 Million
+8.94%
2015-03-31 ZAC4.64 Billion
≈ $2.46 Million
+30.25%
2014-03-31 ZAC3.56 Billion
≈ $1.89 Million
+14.98%
2013-03-31 ZAC3.10 Billion
≈ $1.64 Million
+53.86%
2012-03-31 ZAC2.01 Billion
≈ $1.07 Million
+8.45%
2011-03-31 ZAC1.85 Billion
≈ $985.76K
+14.97%
2010-03-31 ZAC1.61 Billion
≈ $857.37K
+20.73%
2009-03-31 ZAC1.34 Billion
≈ $710.15K
+19.55%
2008-03-31 ZAC1.12 Billion
≈ $594.02K
+20.08%
2007-03-31 ZAC930.85 Million
≈ $494.70K
+29.55%
2006-03-31 ZAC718.53 Million
≈ $381.86K
+35.88%
2005-03-31 ZAC528.81 Million
≈ $281.04K
--

Equity Component Analysis

This analysis shows how different components contribute to Invicta'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 716.4% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (March 2025)

Component Amount Percentage
Retained Earnings ZAC2.84 Billion 52.90%
Common Stock ZAC2.21 Billion 41.20%
Other Comprehensive Income ZAC316.24 Million 5.89%
Total Equity ZAC5.37 Billion 100.00%

Invicta Competitors by Market Cap

The table below lists competitors of Invicta ranked by their market capitalization.

Company Market Cap
Zanlakol Ltd
TA:ZNKL
$170.39 Million
Kobay Tech Bhd
KLSE:6971
$170.42 Million
Aumann AG
XETRA:AAG
$170.49 Million
Protalix Biotherapeutics Inc
NYSE MKT:PLX
$170.49 Million
KT Hitel Corporation. Limited
KQ:036030
$170.08 Million
TS Corporation
KO:001790
$170.07 Million
Dye & Durham Ltd
TO:DND
$170.07 Million
New England Realty Associates LP
NYSE MKT:NEN
$170.02 Million

Equity Growth Attribution

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

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 5,687,318,000 to 5,367,006,000, a change of -320,312,000 (-5.6%).
  • Net income of 769,014,000 contributed positively to equity growth.
  • Dividend payments of 165,978,000 reduced retained earnings.
  • Share repurchases of 862,568,000 reduced equity.
  • Other comprehensive income decreased equity by 103,995,000.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income ZAC769.01 Million +14.33%
Dividends Paid ZAC165.98 Million -3.09%
Share Repurchases ZAC862.57 Million -16.07%
Other Comprehensive Income ZAC-104.00 Million -1.94%
Other Changes ZAC43.22 Million +0.81%
Total Change ZAC- -5.63%

Book Value vs Market Value Analysis

This analysis compares Invicta'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: 66.62x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 455.58x to 66.62x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2005-03-31 ZAC8.12 ZAC3700.00 x
2006-03-31 ZAC8.51 ZAC3700.00 x
2007-03-31 ZAC10.37 ZAC3700.00 x
2008-03-31 ZAC12.19 ZAC3700.00 x
2009-03-31 ZAC14.83 ZAC3700.00 x
2010-03-31 ZAC17.44 ZAC3700.00 x
2011-03-31 ZAC20.18 ZAC3700.00 x
2012-03-31 ZAC22.76 ZAC3700.00 x
2013-03-31 ZAC32.35 ZAC3700.00 x
2014-03-31 ZAC36.77 ZAC3700.00 x
2015-03-31 ZAC57.08 ZAC3700.00 x
2016-03-31 ZAC45.48 ZAC3700.00 x
2017-03-31 ZAC47.83 ZAC3700.00 x
2018-03-31 ZAC46.66 ZAC3700.00 x
2019-03-31 ZAC47.32 ZAC3700.00 x
2020-03-31 ZAC42.13 ZAC3700.00 x
2021-03-31 ZAC41.43 ZAC3700.00 x
2022-03-31 ZAC41.55 ZAC3700.00 x
2023-03-31 ZAC51.40 ZAC3700.00 x
2024-03-31 ZAC58.21 ZAC3700.00 x
2025-03-31 ZAC55.54 ZAC3700.00 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Invicta 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): 14.33%
  • The company shows good efficiency in utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 9.48%
  • • Asset Turnover: 0.88x
  • • Equity Multiplier: 1.72x
  • Recent ROE (14.33%) is below the historical average (16.55%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2005 28.37% 7.74% 1.95x 1.88x ZAC97.16 Million
2006 17.42% 6.54% 0.77x 3.48x ZAC53.31 Million
2007 24.57% 8.17% 0.89x 3.37x ZAC129.11 Million
2008 29.33% 9.02% 0.64x 5.09x ZAC198.30 Million
2009 30.08% 8.02% 0.75x 4.98x ZAC242.21 Million
2010 25.32% 9.21% 0.67x 4.11x ZAC221.09 Million
2011 26.45% 9.40% 0.66x 4.28x ZAC265.10 Million
2012 26.36% 9.19% 0.67x 4.28x ZAC319.39 Million
2013 26.58% 9.46% 0.62x 4.54x ZAC446.06 Million
2014 20.99% 6.17% 0.78x 4.37x ZAC338.19 Million
2015 14.55% 6.20% 0.73x 3.20x ZAC202.84 Million
2016 10.12% 4.63% 0.71x 3.06x ZAC5.74 Million
2017 12.04% 6.39% 0.59x 3.18x ZAC104.14 Million
2018 4.21% 2.18% 0.93x 2.07x ZAC-288.76 Million
2019 4.30% 2.08% 0.93x 2.23x ZAC-288.64 Million
2020 -15.09% -6.77% 0.96x 2.31x ZAC-1.13 Billion
2021 7.97% 5.86% 0.72x 1.89x ZAC-93.59 Million
2022 19.07% 12.28% 0.91x 1.71x ZAC419.87 Million
2023 10.71% 7.24% 0.89x 1.67x ZAC37.27 Million
2024 9.97% 6.85% 0.89x 1.64x ZAC-1.68 Million
2025 14.33% 9.48% 0.88x 1.72x ZAC232.31 Million

Industry Comparison

This section compares Invicta's net assets metrics with peer companies in the Industrial Distribution industry.

Industry Context

  • Industry: Industrial Distribution
  • Average net assets among peers: $692,600,000
  • Average return on equity (ROE) among peers: 12.88%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Invicta (IVT) ZAC5.41 Billion 28.37% 0.77x $170.34 Million
Hudaco (HDC) $1.31 Billion 18.05% 2.08x $290.35 Million
Marshall Monteagle PLC (MMP) $71.67 Million 7.72% 0.81x $78.61 Million

About Invicta

JSE:IVT South Africa Industrial Distribution
Market Cap
$170.34 Million
ZAC320.52 Billion ZAC
Market Cap Rank
#17138 Global
#131 in South Africa
Share Price
ZAC3700.00
Change (1 day)
+0.49%
52-Week Range
ZAC3062.00 - ZAC3900.00
All Time High
ZAC6390.60
About

Invicta Holdings Limited, an investment holding company, engages in the distribution of engineering components and consumables in South Africa, the Rest of Africa, Europe, and Asia. It operates in Replacement Parts for Industrial Equipment; Replacement Parts for Auto and Agri; Capital Equipment and Related Services; and Replacement Parts for Earthmoving Equipment. The company offers technical ser… Read more