Barita InvestmentsXJAM:BIL -0.09%61 Return-on-Tangible-Equity is 13.26% as of Mar. 2026, which is 14% above its 10-year median of 11.60. 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 779 Capital Markets companies, Barita Investments ranks better than 57.77% on this metric.
Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Barita Investments's annualized net income for the quarter that ended in Mar. 2026 was JMD4,682 Mil. Barita Investments's average shareholder tangible equity for the quarter that ended in Mar. 2026 was JMD35,313 Mil. Therefore, Barita Investments's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was 13.26%.
The historical rank and industry rank for Barita Investments's Return-on-Tangible-Equity or its related term are showing as below:
XJAM:BIL'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 7.86 Med: 11.6 Max: 20.52
Current: 9.05
During the past 13 years, Barita Investments's highest Return-on-Tangible-Equity was 20.52%. The lowest was 7.86%. And the median was 11.60%.
XJAM:BIL's Return-on-Tangible-Equity is ranked better than 57.77% of 779
companies
in the Capital Markets industry
Industry Median: 6.56
vs XJAM:BIL: 9.05
Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.
Be Aware
Net Income is used.
Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.
Barita Investments Return-on-Tangible-Equity Related Terms
Barita Investments Return-on-Tangible-Equity Historical Data
* Premium members only.
The historical data trend for Barita Investments's Return-on-Tangible-Equity 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.
XJAM:BIL vs MS, GS, SCHW: Return-on-Tangible-Equity Comparison
For the Capital Markets subindustry, Barita Investments's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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 Return-on-Tangible-Equity vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Barita Investments's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Barita Investments's Return-on-Tangible-Equity falls into.
* 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-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is four times the quarterly (Mar. 2026) net income data.
Return-on-Tangible-Equity is displayed in the 10-year financial page.
What does a Return-on-Tangible-Equity of 13.26% mean?
Barita Investments (XJAM:BIL) has a Return-on-Tangible-Equity of 13.26% as of Mar. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Barita Investments and its competitors. This is 14% above median its historical median of 11.60. Over the past decade, Barita Investments' Return-on-Tangible-Equity has ranged from 7.86 to 20.52. According to the industry distribution chart, Barita Investments ranks #329 out of 779 companies in the Capital Markets industry, placing it in the top 42.2%.
Is Barita Investments' Return-on-Tangible-Equity too high?
Barita Investments' current Return-on-Tangible-Equity of 13.26% is 14% above median its 10-year median of 11.60. Over the past 10 years, this metric has ranged from a low of 7.86 to a high of 20.52. The Capital Markets industry median Return-on-Tangible-Equity is 6.56. Barita Investments' value of 13.26% is 102.1% above this industry median. Based on the distribution chart, Barita Investments ranks #329 out of 779 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' Return-on-Tangible-Equity compare to MS and GS?
According to the Capital Markets industry distribution chart, Barita Investments ranks #329 out of 779 companies for Return-on-Tangible-Equity. This puts Barita Investments in the upper half of its industry. The industry median Return-on-Tangible-Equity is 6.56. Barita Investments' value of 13.26% is 102.1% above this benchmark. Historically, Barita Investments' own Return-on-Tangible-Equity has ranged from 7.86 to 20.52 over the past decade. While the company's 10-year median is 11.60 vs. the industry median of 6.56, 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 Return-on-Tangible-Equity for a Capital Markets company?
The median Return-on-Tangible-Equity among Capital Markets companies is 6.56, based on 779 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Barita Investments's current Return-on-Tangible-Equity of 13.26% is 102.1% 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 Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Barita Investments and its competitors. For the Capital Markets industry, the median Return-on-Tangible-Equity is 6.56 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Barita Investments's current Return-on-Tangible-Equity is 13.26%, which is 14% above median its own 10-year median of 11.60. 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 Return-on-Tangible-Equity is 13.26%, which is 14% above median its 10-year median of 11.60 and 102.1% above the Capital Markets industry median of 6.56. 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 Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Barita Investments (XJAM:BIL), the current Return-on-Tangible-Equity is 13.26% 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:
Return-on-Tangible-Equity: 13.26% (14% above median its 10-year median of 11.60)
GF Value™: JMD17,082.17 vs. price of JMD68.29 (99.6% below fair value)
Industry Position: 102.1% above the Capital Markets median (#329 of 779)
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 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
Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
XJAM:BIL has been successfully added to your 
