Bringing the fundamentals into focus…
Bringing the fundamentals into focus…
IX · against 96 other Banks & Insurance companies of similar size
Ranked #25 of 97 · scores higher than 75% of peers
Bars: peers in each 10-point band of the profitability score10 peers with a profitability score of 70–79, including IX · Click a bar to see the companies
Mainly thanks to its return on assets and return on equity, which are stronger than most Banks & Insurance peers.
| Metric | IX | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 76 reported | 3.7% | 10.5% | 13% | Context only | |
| Operating marginHigher is better · 8 reported | 13.7% | 12.3% | 57% | Context only | |
| Return on assetsHigher is better · 97 reported | 2.5% | 1.1% | 80% | 50% | |
| Return on equityHigher is better · 97 reported | 14.0% | 14.0% | 49% | 50% | |
| Gross marginHigher is better · 101 reported | 43.6% | 0.0% | 87% | Context only |
Metrics with no weight are context only: for banks, brokers and insurers, free cash flow, EBITDA, gross margin and current ratio mostly reflect trading and funding flows, not the health of the business.
| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 66.1B USD | 98 | 93 | |
| 1 | 536.3B ZAR (≈$29.5B) | 98 | 54 | |
| 3 | 28.3B USD | 96 | 85 | |
| 4 | 25.0B EUR (≈$27.5B) | 94 | 67 | |
| 4 | 27.2B USD | 94 | 62 | |
| 21 | 23.5B USD | 81 | 60 | |
| 22 | 31.2B USD | 80 | 82 | |
| 22 | 33.4B EUR (≈$36.8B) | 80 | 58 | |
| 24 | 19.1B USD | 79 | 28 | |
| 25 | 37.9B USD | 78 | 70 | |
| 26 | 483.4B ZAR (≈$26.6B) | 77 | ||
| 26 | 18.4B EUR (≈$20.3B) | 77 | 67 | |
| 28 | 1.66T TWD (≈$51.4B) | 76 | 42 | |
| 29 | 1.46T TWD (≈$45.3B) | 75 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score