Patrizia SE (XSWX:PAT) Return-on-Tangible-Asset: 3.18% (As of Dec. 2025) — 23% Above Median


XSWX:PAT Patrizia SE XSWX:PAT
66 GF Score
Price CHF7.16
GF Value CHF6.89
! 6 Warning Signs
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What is Patrizia SE Return-on-Tangible-Asset?

Patrizia SE XSWX:PAT 66 Return-on-Tangible-Asset is 3.18% as of Dec. 2025, which is 23% above its 10-year median of 2.58. GuruFocus rates XSWX:PAT with a GF Score™ of 66/100 and a GF Value™ of CHF6.89. The stock has 6 warning signs investors should review. Among 1,801 Real Estate companies, Patrizia SE ranks worse than 53.53% on this metric.

Return-on-Tangible-Asset is calculated as Net Income divided by its average total tangible assets. Total tangible assets equals to Total Assets minus Intangible Assets. Patrizia SE's annualized Net Income for the quarter that ended in Dec. 2025 was CHF40.4 Mil. Patrizia SE's average total tangible assets for the quarter that ended in Dec. 2025 was CHF1,267.7 Mil. Therefore, Patrizia SE's annualized Return-on-Tangible-Asset for the quarter that ended in Dec. 2025 was 3.18%.

The historical rank and industry rank for Patrizia SE's Return-on-Tangible-Asset or its related term are showing as below:

XSWX:PAT' s Return-on-Tangible-Asset Range Over the Past 10 Years
Min: -0.38   Med: 2.58   Max: 20.25
Current: 1.32

During the past 13 years, Patrizia SE's highest Return-on-Tangible-Asset was 20.25%. The lowest was -0.38%. And the median was 2.58%.

XSWX:PAT's Return-on-Tangible-Asset is ranked worse than
53.53% of 1801 companies
in the Real Estate industry
Industry Median: 1.75 vs XSWX:PAT: 1.32

Patrizia SE  (XSWX:PAT) Return-on-Tangible-Asset Explanation

Return-on-Tangible-Asset measures the rate of return on the average total tangible assets (total assets minus intangible assets). Tangible means physical in nature. Intangible Assets are assets that are not physical in nature, and typically "derive their value from legal or intellectual rights." Return-on-Tangible-Asset measures a firm's efficiency at generating profits from its tangible assets. It shows how well a company uses what it has to generate earnings. Return-on-Tangible-Assets can vary drastically across industries. Therefore, Return-on-Tangible-Asset should not be used to compare companies in different industries.


Be Aware

Like ROE and ROA, Return-on-Tangible-Asset 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. Return-on-Tangible-Asset can be affected by events such as stock buyback or issuance, and by a company’s tax rate and its interest payment. Return-on-Tangible-Asset 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 Return-on-Tangible-Asset may indicate vulnerability in the durability of the competitive advantage.


Patrizia SE Return-on-Tangible-Asset Related Terms


Patrizia SE Return-on-Tangible-Asset Historical Data

* Premium members only.

The historical data trend for Patrizia SE's Return-on-Tangible-Asset 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.

Patrizia SE Return-on-Tangible-Asset Chart

Patrizia SE Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Return-on-Tangible-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.79 0.43 -0.37 0.88 1.31

Patrizia SE Quarterly Data
Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25
Return-on-Tangible-Asset 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 7.00 1.51 -0.01 0.60 3.18

XSWX:PAT vs CBRE, BEKE: Return-on-Tangible-Asset Comparison

For the Real Estate Services subindustry, Patrizia SE's Return-on-Tangible-Asset, along with its competitors' market caps and Return-on-Tangible-Asset 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.


Patrizia SE Return-on-Tangible-Asset vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Patrizia SE's Return-on-Tangible-Asset distribution charts can be found below:

* The bar in red indicates where Patrizia SE's Return-on-Tangible-Asset falls into.


XSWX:PAT
66GF Score
Patrizia SE XSWX:PAT
Return-on-Tangible-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
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Patrizia SE Return-on-Tangible-Asset Calculation

Patrizia SE's annualized Return-on-Tangible-Asset for the fiscal year that ended in Dec. 2025 is calculated as:

Return-on-Tangible-Asset=Net Income/( (Total Tangible Assets+Total Tangible Assets)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=Net Income/( (Total Assets - Intangible Assets+Total Assets - Intangible Assets)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=16.767/( (1288.508+1277.655)/ 2 )
=16.767/1283.0815
=1.31 %

Patrizia SE's annualized Return-on-Tangible-Asset for the quarter that ended in Dec. 2025 is calculated as:

Return-on-Tangible-Asset=Net Income/( (Total Tangible Assets+Total Tangible Assets)/ count )
(Q: Dec. 2025 )  (Q: Sep. 2025 )(Q: Dec. 2025 )
=Net Income/( (Total Assets - Intangible Assets+Total Assets - Intangible Assets)/ count )
(Q: Dec. 2025 )  (Q: Sep. 2025 )(Q: Dec. 2025 )
=40.372/( (1257.829+1277.655)/ 2 )
=40.372/1267.742
=3.18 %

* 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 Return-on-Tangible-Asset, the net income of the last fiscal year and the average total tangible assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is four times the quarterly (Dec. 2025) net income data.

What does a Return-on-Tangible-Asset of 3.18% mean?
Patrizia SE (XSWX:PAT) has a Return-on-Tangible-Asset of 3.18% as of Dec. 2025. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Patrizia SE and its competitors. This is 23% above median its historical median of 2.58. According to the industry distribution chart, Patrizia SE ranks #964 out of 1801 companies in the Real Estate industry, placing it in the top 53.5%.
Is Patrizia SE's Return-on-Tangible-Asset too high?
Patrizia SE's current Return-on-Tangible-Asset of 3.18% is 23% above median its 10-year median of 2.58. The Real Estate industry median Return-on-Tangible-Asset is 1.75. Patrizia SE's value of 3.18% is 81.7% above this industry median. Based on the distribution chart, Patrizia SE ranks #964 out of 1801 companies in the Real Estate industry, which is below the industry midpoint. Overall, Patrizia SE has a GF Score™ of 66/100, reflecting its overall financial health beyond just this single metric.
How does Patrizia SE's Return-on-Tangible-Asset compare to CBRE and BEKE?
According to the Real Estate industry distribution chart, Patrizia SE ranks #964 out of 1801 companies for Return-on-Tangible-Asset. This places Patrizia SE in the lower half of its industry. The industry median Return-on-Tangible-Asset is 1.75. Patrizia SE's value of 3.18% is 81.7% above this benchmark. While the company's 10-year median is 2.58 vs. the industry median of 1.75, Patrizia SE 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 Return-on-Tangible-Asset for a Real Estate company?
The median Return-on-Tangible-Asset among Real Estate companies is 1.75, based on 1,801 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Asset significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Patrizia SE's current Return-on-Tangible-Asset of 3.18% is 81.7% 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 Return-on-Tangible-Asset mean?
A high Return-on-Tangible-Asset can signal that a stock is expensive relative to its fundamentals. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Patrizia SE and its competitors. For the Real Estate industry, the median Return-on-Tangible-Asset is 1.75 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Patrizia SE's current Return-on-Tangible-Asset is 3.18%, which is 23% above median its own 10-year median of 2.58. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Patrizia SE stock overvalued right now?
Patrizia SE (XSWX:PAT) has a current Return-on-Tangible-Asset of 3.18%. The stock's GF Value™ is CHF6.89, compared to a current price of CHF7.16 — trading 3.9% above its estimated fair value. The current Return-on-Tangible-Asset is 3.18%, which is 23% above median its 10-year median of 2.58 and 81.7% above the Real Estate industry median of 1.75. Patrizia SE's overall GF Score™ is 66/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Asset calculated?
Return-on-Tangible-Asset is calculated from a company's financial statements. For Patrizia SE (XSWX:PAT), the current Return-on-Tangible-Asset is 3.18% as of Dec. 2025. 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 Patrizia SE (XSWX:PAT) Overvalued in 2026?

Based on GuruFocus' analysis, Patrizia SE stock appears to be overvalued. The current stock price of CHF7.16 is trading 3.9% above its estimated GF Value™ of CHF6.89.

Key valuation signals for XSWX:PAT:

  • Return-on-Tangible-Asset: 3.18% (23% above median its 10-year median of 2.58)
  • GF Value™: CHF6.89 vs. price of CHF7.16 (3.9% above fair value)
  • GF Score™: 66/100 with 6 warning signs
  • Industry Position: 81.7% above the Real Estate median (#964 of 1801)

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


Patrizia SE Business Description

Address Fuggerstrasse 20, Augsburg, BY, DEU, 86150
PATRIZIA SE is a European independent real asset investment manager. The company provides investment opportunities in real assets for institutional, semi-professional, and private investors, with a focus on real estate and infrastructure. Its investment activities are aligned with sectors related to digital, urban, energy, and living-related developments and trends.
66GF Score

Get the complete analysis for XSWX:PAT

Return-on-Tangible-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF7.16
Price
CHF6.89
GF Value