Barita Investments (XJAM:BIL) Pretax Margin %: 39.87% (As of Mar. 2026) — 23% Below Median


XJAM:BIL Barita Investments Ltd XJAM:BIL
61 GF Score
Price JMD68.29
GF Value JMD17,082.17
Valuation Possible Value Trap
! 5 Warning Signs
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What is Barita Investments Pretax Margin %?

Barita Investments XJAM:BIL -0.09% 61 Pretax Margin % is 39.87% as of Mar. 2026, which is 23% below its 10-year median of 52.09. GuruFocus rates XJAM:BIL with a GF Score™ of 61/100 and a GF Value™ of JMD17,082.17 (Possible Value Trap). The stock has 5 warning signs investors should review. Among 773 Capital Markets companies, Barita Investments ranks better than 68.95% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Barita Investments's Pre-Tax Income for the three months ended in Mar. 2026 was JMD1,482 Mil. Barita Investments's Revenue for the three months ended in Mar. 2026 was JMD3,717 Mil. Therefore, Barita Investments's pretax margin for the quarter that ended in Mar. 2026 was 39.87%.

The historical rank and industry rank for Barita Investments's Pretax Margin % or its related term are showing as below:

XJAM:BIL' s Pretax Margin % Range Over the Past 10 Years
Min: 25.58   Med: 52.09   Max: 63.16
Current: 40.58


XJAM:BIL's Pretax Margin % is ranked better than
68.95% of 773 companies
in the Capital Markets industry
Industry Median: 20.76 vs XJAM:BIL: 40.58

Barita Investments  (XJAM:BIL) Pretax Margin % Explanation

The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.

The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.

It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.

The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.


Barita Investments Pretax Margin % Related Terms


Barita Investments Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Barita Investments's Pretax Margin % 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.

Barita Investments Pretax Margin % Chart

Barita Investments Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 63.16 58.59 50.34 53.84 45.96

Barita Investments Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Pretax Margin % 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 37.29 53.09 36.80 21.56 39.87

XJAM:BIL vs MS, GS, SCHW: Pretax Margin % Comparison

For the Capital Markets subindustry, Barita Investments's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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.


Barita Investments Pretax Margin % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Barita Investments's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where Barita Investments's Pretax Margin % falls into.


XJAM:BIL
61GF Score
Barita Investments Ltd XJAM:BIL
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Barita Investments Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Barita Investments's Pretax Margin for the fiscal year that ended in Sep. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Sep. 2025 )/Revenue (A: Sep. 2025 )
=3916.014/8521.395
=45.96 %

Barita Investments's Pretax Margin for the quarter that ended in Mar. 2026 is calculated as

Pretax Margin=Pre-Tax Income (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=1481.941/3716.978
=39.87 %

* 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.

Frequently Asked Questions Learn more about Pretax Margin % →
What does a Pretax Margin % of 39.87% mean?
Barita Investments (XJAM:BIL) has a Pretax Margin % of 39.87% as of Mar. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Barita Investments and its competitors. This is 23% below median its historical median of 52.09. Over the past decade, Barita Investments' Pretax Margin % has ranged from 25.58 to 63.16. According to the industry distribution chart, Barita Investments ranks #240 out of 773 companies in the Capital Markets industry, placing it in the top 31%.
Is Barita Investments' Pretax Margin % too high?
Barita Investments' current Pretax Margin % of 39.87% is 23% below median its 10-year median of 52.09. Over the past 10 years, this metric has ranged from a low of 25.58 to a high of 63.16. The Capital Markets industry median Pretax Margin % is 20.76. Barita Investments' value of 39.87% is 92.1% above this industry median. Based on the distribution chart, Barita Investments ranks #240 out of 773 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Barita Investments has a GF Score™ of 61/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Barita Investments' Pretax Margin % compare to MS and GS?
According to the Capital Markets industry distribution chart, Barita Investments ranks #240 out of 773 companies for Pretax Margin %. This puts Barita Investments in the upper half of its industry. The industry median Pretax Margin % is 20.76. Barita Investments' value of 39.87% is 92.1% above this benchmark. Historically, Barita Investments' own Pretax Margin % has ranged from 25.58 to 63.16 over the past decade. While the company's 10-year median is 52.09 vs. the industry median of 20.76, Barita Investments has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Pretax Margin % for a Capital Markets company?
The median Pretax Margin % among Capital Markets companies is 20.76, based on 773 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Barita Investments's current Pretax Margin % of 39.87% is 92.1% above 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Barita Investments and its competitors. For the Capital Markets industry, the median Pretax Margin % is 20.76 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Barita Investments's current Pretax Margin % is 39.87%, which is 23% below median its own 10-year median of 52.09. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barita Investments stock overvalued right now?
Based on GuruFocus' analysis, Barita Investments (XJAM:BIL) is currently considered Possible Value Trap. The stock's GF Value™ is JMD17,082.17, compared to a current price of JMD68.29 — trading 99.6% below its estimated fair value. The current Pretax Margin % is 39.87%, which is 23% below median its 10-year median of 52.09 and 92.1% above the Capital Markets industry median of 20.76. Barita Investments' overall GF Score™ is 61/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Barita Investments (XJAM:BIL), the current Pretax Margin % is 39.87% as of Mar. 2026. 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 Barita Investments (XJAM:BIL) Overvalued in 2026?

Based on GuruFocus' analysis, Barita Investments stock appears to be undervalued. The current stock price of JMD68.29 is trading 99.6% below its estimated GF Value™ of JMD17,082.17. GuruFocus considers Barita Investments to be Possible Value Trap.

Key valuation signals for XJAM:BIL:

  • Pretax Margin %: 39.87% (23% below median its 10-year median of 52.09)
  • GF Value™: JMD17,082.17 vs. price of JMD68.29 (99.6% below fair value)
  • GF Score™: 61/100 with 5 warning signs
  • Industry Position: 92.1% above the Capital Markets median (#240 of 773)

No single metric tells the full story. See the XJAM:BIL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Barita Investments Business Description

Address 15 Street Lucia Way, Kingston, JAM, 5
Barita Investments Ltd is a licensed securities dealer, investment manager, pension administrator and cambio operator and has primary dealer status from Bank of Jamaica. The principal activities of company are securities brokerage, money market activities, cambio operations, investment banking, and fund management. Its products are Unit Trust Funds, Barita GPS, FX Income Accumulator, Capital Growth Fund, Money Market Fund, FX Growth Portfolio, FX Bond Portfolio, Real Estate Portfolio, Income Portfolio, Pension Management Fund, Individual Retirement Scheme, Fixed Income, Stocks and Research, etc. The company has three segments Fixed Income, Fund Management, and Other operations. The majority of revenue comes from Fixed Income which includes money market activities and securities broking.
61GF Score

Get the complete analysis for XJAM:BIL

Pretax Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

JMD68.29
Price
JMD17,082.17
GF Value