ADWPF (Andrew Peller) ROA %: 4.31% (As of Mar. 2026) — 10% Below Median


ADWPF Andrew Peller Ltd ADWPF
67 GF Score
Price $5.60
GF Value $3.40
Valuation Significantly Overvalued
! 5 Warning Signs
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What is Andrew Peller ROA %?

Andrew Peller ADWPF 67 ROA % is 4.31% as of Mar. 2026, which is 10% below its 10-year median of 4.77. GuruFocus rates ADWPF with a GF Score™ of 67/100 and a GF Value™ of $3.40 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 214 Beverages - Alcoholic companies, Andrew Peller ranks better than 66.36% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Andrew Peller's annualized Net Income for the quarter that ended in Mar. 2026 was $16.7 Mil. Andrew Peller's average Total Assets over the quarter that ended in Mar. 2026 was $386.0 Mil. Therefore, Andrew Peller's annualized ROA % for the quarter that ended in Mar. 2026 was 4.31%.

The historical rank and industry rank for Andrew Peller's ROA % or its related term are showing as below:

ADWPF' s ROA % Range Over the Past 10 Years
Min: -0.6   Med: 4.77   Max: 8.29
Current: 5.1

During the past 13 years, Andrew Peller's highest ROA % was 8.29%. The lowest was -0.60%. And the median was 4.77%.

ADWPF's ROA % is ranked better than
66.36% of 214 companies
in the Beverages - Alcoholic industry
Industry Median: 2.86 vs ADWPF: 5.10

Andrew Peller  (OTCPK:ADWPF) 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: Mar. 2026 )
=Net Income/Total Assets
=16.656/386.0085
=(Net Income / Revenue)*(Revenue / Total Assets)
=(16.656 / 231.704)*(231.704 / 386.0085)
=Net Margin %*Asset Turnover
=7.19 %*0.6003
=4.31 %

Note: The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) 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.


Andrew Peller ROA % Related Terms


Andrew Peller ROA % Historical Data

* Premium members only.

The historical data trend for Andrew Peller'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.

Andrew Peller ROA % Chart

Andrew Peller Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.26 -0.57 -0.51 1.97 5.17

Andrew Peller Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 -0.55 3.51 6.76 5.96 4.31

ADWPF vs BF.B: ROA % Comparison

For the Beverages - Wineries & Distilleries subindustry, Andrew Peller'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.


Andrew Peller ROA % vs Beverages - Alcoholic Industry

For the Beverages - Alcoholic industry and Consumer Defensive sector, Andrew Peller's ROA % distribution charts can be found below:

* The bar in red indicates where Andrew Peller's ROA % falls into.


ADWPF
67GF Score
Andrew Peller Ltd ADWPF
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Andrew Peller ROA % Calculation

Andrew Peller's annualized ROA % for the fiscal year that ended in Mar. 2026 is calculated as:

ROA %=Net Income (A: Mar. 2026 )/( (Total Assets (A: Mar. 2025 )+Total Assets (A: Mar. 2026 ))/ count )
=19.767/( (378.546+385.663)/ 2 )
=19.767/382.1045
=5.17 %

Andrew Peller's annualized ROA % for the quarter that ended in Mar. 2026 is calculated as:

ROA %=Net Income (Q: Mar. 2026 )/( (Total Assets (Q: Dec. 2025 )+Total Assets (Q: Mar. 2026 ))/ count )
=16.656/( (386.354+385.663)/ 2 )
=16.656/386.0085
=4.31 %

* 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 four times the quarterly (Mar. 2026) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 4.31% mean?
Andrew Peller (ADWPF) has a ROA % of 4.31% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Andrew Peller and its competitors. This is 10% below median its historical median of 4.77. According to the industry distribution chart, Andrew Peller ranks #72 out of 214 companies in the Beverages - Alcoholic industry, placing it in the top 33.6%.
Is Andrew Peller's ROA % too high?
Andrew Peller's current ROA % of 4.31% is 10% below median its 10-year median of 4.77. The Beverages - Alcoholic industry median ROA % is 2.86. Andrew Peller's value of 4.31% is 50.7% above this industry median. Based on the distribution chart, Andrew Peller ranks #72 out of 214 companies in the Beverages - Alcoholic industry, which is above the industry midpoint. Overall, Andrew Peller has a GF Score™ of 67/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Andrew Peller's ROA % compare to BF.B?
According to the Beverages - Alcoholic industry distribution chart, Andrew Peller ranks #72 out of 214 companies for ROA %. This puts Andrew Peller in the upper half of its industry. The industry median ROA % is 2.86. Andrew Peller's value of 4.31% is 50.7% above this benchmark. While the company's 10-year median is 4.77 vs. the industry median of 2.86, Andrew Peller 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 ROA % for a Beverages - Alcoholic company?
The median ROA % among Beverages - Alcoholic companies is 2.86, based on 214 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Andrew Peller's current ROA % of 4.31% is 50.7% 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 ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Andrew Peller and its competitors. For the Beverages - Alcoholic industry, the median ROA % is 2.86 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Andrew Peller's current ROA % is 4.31%, which is 10% below median its own 10-year median of 4.77. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Andrew Peller stock overvalued right now?
Based on GuruFocus' analysis, Andrew Peller (ADWPF) is currently considered Significantly Overvalued. The stock's GF Value™ is $3.40, compared to a current price of $5.60 — trading 64.7% above its estimated fair value. The current ROA % is 4.31%, which is 10% below median its 10-year median of 4.77 and 50.7% above the Beverages - Alcoholic industry median of 2.86. Andrew Peller's overall GF Score™ is 67/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Andrew Peller (ADWPF), the current ROA % is 4.31% 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 Andrew Peller (ADWPF) Overvalued in 2026?

Based on GuruFocus' analysis, Andrew Peller stock appears to be overvalued. The current stock price of $5.60 is trading 64.7% above its estimated GF Value™ of $3.40. GuruFocus considers Andrew Peller to be Significantly Overvalued.

Key valuation signals for ADWPF:

  • ROA %: 4.31% (10% below median its 10-year median of 4.77)
  • GF Value™: $3.40 vs. price of $5.60 (64.7% above fair value)
  • GF Score™: 67/100 with 5 warning signs
  • Industry Position: 50.7% above the Beverages - Alcoholic median (#72 of 214)

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


Andrew Peller Business Description

Address 697 South Service Road, Grimsby, ON, CAN, L3M 4E8
Andrew Peller Ltd is a wine-producing company. The company is engaged in the production, bottling, and marketing of wine, spirits, and craft beverage alcohol products in Canada. Some of the company's brands are Peller Estates, Trius Winery, Thirty Bench, Wayne Gretzky, Sandhill, Red Rooster, Calona Vineyards, and many more. The Company owns and operates independent retail locations in Ontario under The Wine Shop, Wine Country Vintners, and Wine Country Merchants store.
67GF Score

Get the complete analysis for ADWPF

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

$5.60
Price
$3.40
GF Value