GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Aurelius Equity Opportunities Se & Co KGaA (STU:AR4) » Definitions » ROA %

Aurelius Equity Opportunities Se KGaA (STU:AR4) ROA % : 4.76% (As of Jun. 2022)


View and export this data going back to 2014. Start your Free Trial

What is Aurelius Equity Opportunities Se KGaA ROA %?

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Aurelius Equity Opportunities Se KGaA's annualized Net Income for the quarter that ended in Jun. 2022 was €109 Mil. Aurelius Equity Opportunities Se KGaA's average Total Assets over the quarter that ended in Jun. 2022 was €2,299 Mil. Therefore, Aurelius Equity Opportunities Se KGaA's annualized ROA % for the quarter that ended in Jun. 2022 was 4.76%.

The historical rank and industry rank for Aurelius Equity Opportunities Se KGaA's ROA % or its related term are showing as below:

STU:AR4's ROA % is not ranked *
in the Asset Management industry.
Industry Median: 2.89
* Ranked among companies with meaningful ROA % only.

Aurelius Equity Opportunities Se KGaA ROA % Historical Data

The historical data trend for Aurelius Equity Opportunities Se KGaA's ROA % 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.

* Premium members only.

Aurelius Equity Opportunities Se KGaA ROA % Chart

Aurelius Equity Opportunities Se KGaA Annual Data
Trend Dec12 Dec13 Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 24.20 -2.20 0.78 4.32 6.07

Aurelius Equity Opportunities Se KGaA Semi-Annual Data
Dec12 Jun13 Dec13 Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 8.29 0.26 2.66 9.86 4.76

Competitive Comparison of Aurelius Equity Opportunities Se KGaA's ROA %

For the Asset Management subindustry, Aurelius Equity Opportunities Se KGaA's ROA %, along with its competitors' market caps and ROA % 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.


Aurelius Equity Opportunities Se KGaA's ROA % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Aurelius Equity Opportunities Se KGaA's ROA % distribution charts can be found below:

* The bar in red indicates where Aurelius Equity Opportunities Se KGaA's ROA % falls into.



Aurelius Equity Opportunities Se KGaA ROA % Calculation

Aurelius Equity Opportunities Se KGaA's annualized ROA % for the fiscal year that ended in Dec. 2021 is calculated as:

ROA %=Net Income (A: Dec. 2021 )/( (Total Assets (A: Dec. 2020 )+Total Assets (A: Dec. 2021 ))/ count )
=139.3/( (2307.9+2281.2)/ 2 )
=139.3/2294.55
=6.07 %

Aurelius Equity Opportunities Se KGaA's annualized ROA % for the quarter that ended in Jun. 2022 is calculated as:

ROA %=Net Income (Q: Jun. 2022 )/( (Total Assets (Q: Dec. 2021 )+Total Assets (Q: Jun. 2022 ))/ count )
=109.4/( (2281.2+2316)/ 2 )
=109.4/2298.6
=4.76 %

* 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 ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is two times the semi-annual (Jun. 2022) net income data. ROA % is displayed in the 30-year financial page.


Aurelius Equity Opportunities Se KGaA  (STU:AR4) ROA % Explanation

ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A bank’s ROA % is typically well under 2%.

Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:

ROA %(Q: Jun. 2022 )
=Net Income/Total Assets
=109.4/2298.6
=(Net Income / Revenue)*(Revenue / Total Assets)
=(109.4 / 3133.6)*(3133.6 / 2298.6)
=Net Margin %*Asset Turnover
=3.49 %*1.3633
=4.76 %

Note: The Net Income data used here is two times the semi-annual (Jun. 2022) net income data. The Revenue data used here is two times the semi-annual (Jun. 2022) revenue 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.


Be Aware

Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.

E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.


Aurelius Equity Opportunities Se KGaA ROA % Related Terms

Thank you for viewing the detailed overview of Aurelius Equity Opportunities Se KGaA's ROA % provided by GuruFocus.com. Please click on the following links to see related term pages.


Aurelius Equity Opportunities Se KGaA (STU:AR4) Business Description

Traded in Other Exchanges
N/A
Address
Ludwig-Ganghofer-Strasse 6, Grunwald, DEU, 82031
Aurelius Equity Opportunities Se & Co KGaA acquires companies with potential for development and makes long-term investments in its portfolio companies. It has offices located across the globe and chooses to invest in companies across a range of sectors. Traditionally, Aurelius has made investments throughout Europe in medium-sized companies and corporate spin-offs to meet a group of requirements. The company relies on international contacts, a team of specialists in financial and corporate management and other resources to help rebuild companies. Opportunities are found through internal due diligence and consulting numerous external experts. It has three reporting segments: Services and solution segment; Retail and Consumer Products segment; Industrial segment and Other segment.

Aurelius Equity Opportunities Se KGaA (STU:AR4) Headlines

No Headlines