ANDG (Andersen Group) ROA %: 0.34% (As of Mar. 2026) — 99% Below Median


ANDG Andersen Group Inc ANDG
16 GF Score
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What is Andersen Group ROA %?

Andersen Group ANDG +3.13% 16 ROA % is 0.34% as of Mar. 2026, which is 99% below its 10-year median of 32.12. GuruFocus rates ANDG with a GF Score™ of 16/100. The stock has 3 warning signs investors should review. Among 98 Personal Services companies, Andersen Group ranks worse than 86.73% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Andersen Group's annualized Net Income for the quarter that ended in Mar. 2026 was $2.0 Mil. Andersen Group's average Total Assets over the quarter that ended in Mar. 2026 was $586.9 Mil. Therefore, Andersen Group's annualized ROA % for the quarter that ended in Mar. 2026 was 0.34%.

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

ANDG' s ROA % Range Over the Past 10 Years
Min: -9.82   Med: 32.12   Max: 35.1
Current: -9.82

During the past 3 years, Andersen Group's highest ROA % was 35.10%. The lowest was -9.82%. And the median was 32.12%.

ANDG's ROA % is ranked worse than
86.73% of 98 companies
in the Personal Services industry
Industry Median: 2.495 vs ANDG: -9.82

Andersen Group  (NYSE:ANDG) 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
=1.976/586.855
=(Net Income / Revenue)*(Revenue / Total Assets)
=(1.976 / 962.984)*(962.984 / 586.855)
=Net Margin %*Asset Turnover
=0.21 %*1.6409
=0.34 %

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.


Andersen Group ROA % Related Terms


Andersen Group ROA % Historical Data

* Premium members only.

The historical data trend for Andersen Group'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.

Andersen Group ROA % Chart

Andersen Group Annual Data
Trend Dec23 Dec24 Dec25
ROA %
32.12 35.10 -0.48

Andersen Group Quarterly Data
Dec23 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROA % Get a 7-Day Free Trial 50.74 -93.04 29.74 5.26 0.34

ANDG vs FTDR, HRB, BFAM: ROA % Comparison

For the Personal Services subindustry, Andersen Group'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.


Andersen Group ROA % vs Personal Services Industry

For the Personal Services industry and Consumer Cyclical sector, Andersen Group's ROA % distribution charts can be found below:

* The bar in red indicates where Andersen Group's ROA % falls into.


ANDG
16GF Score
Andersen Group Inc ANDG
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Andersen Group ROA % Calculation

Andersen Group's annualized ROA % for the fiscal year that ended in Dec. 2025 is calculated as:

ROA %=Net Income (A: Dec. 2025 )/( (Total Assets (A: Dec. 2024 )+Total Assets (A: Dec. 2025 ))/ count )
=-2.324/( (398.687+565.14)/ 2 )
=-2.324/481.9135
=-0.48 %

Andersen Group'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 )
=1.976/( (565.14+608.57)/ 2 )
=1.976/586.855
=0.34 %

* 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 0.34% mean?
Andersen Group (ANDG) has a ROA % of 0.34% 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 Andersen Group and its competitors. This is 99% below median its historical median of 32.12. According to the industry distribution chart, Andersen Group ranks #85 out of 98 companies in the Personal Services industry, placing it in the top 86.7%.
Is Andersen Group's ROA % too high?
Andersen Group's current ROA % of 0.34% is 99% below median its 10-year median of 32.12. The Personal Services industry median ROA % is 2.50. Andersen Group's value of 0.34% is 86.4% below this industry median. Based on the distribution chart, Andersen Group ranks #85 out of 98 companies in the Personal Services industry, which is in the bottom quartile relative to peers. Overall, Andersen Group has a GF Score™ of 16/100, reflecting its overall financial health beyond just this single metric.
How does Andersen Group's ROA % compare to FTDR and HRB?
According to the Personal Services industry distribution chart, Andersen Group ranks #85 out of 98 companies for ROA %. This places Andersen Group in the lower half of its industry. The industry median ROA % is 2.50. Andersen Group's value of 0.34% is 86.4% below this benchmark. While the company's 10-year median is 32.12 vs. the industry median of 2.50, Andersen Group has consistently been below 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 Personal Services company?
The median ROA % among Personal Services companies is 2.50, based on 98 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. Andersen Group's current ROA % of 0.34% is 86.4% below 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 Andersen Group and its competitors. For the Personal Services industry, the median ROA % is 2.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Andersen Group's current ROA % is 0.34%, which is 99% below median its own 10-year median of 32.12. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Andersen Group stock overvalued right now?
Andersen Group (ANDG) has a current ROA % of 0.34%. The current ROA % is 0.34%, which is 99% below median its 10-year median of 32.12 and 86.4% below the Personal Services industry median of 2.50. Andersen Group's overall GF Score™ is 16/100 with 3 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 Andersen Group (ANDG), the current ROA % is 0.34% 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.

Andersen Group Business Description

Address 333 Bush Street, Suite 1700, San Francisco, CA, USA, 94104
Andersen Group Inc is a provider of independent tax, valuation, and financial advisory services to individuals and family offices, businesses, and institutional clients in the United States. It has strategically expanded its business to build an integrated platform of service offerings that enables the company to solve its clients' complex tax and financial challenges. The company's end-to-end services offerings include: Private Client Services, Business Tax Services, Alternative Investment Funds, and Valuation Services. The firm generates the key revenue from Private Client Services, which provide comprehensive tax and financial services for individuals and families, addressing complex client matters involving multigenerational wealth, charitable giving, and trust and estate planning.
16GF Score

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