Ingenia Communities Group (ASX:INA) ROA %: 6.89% (As of Dec. 2025) — 99% Above Median


ASX:INA Ingenia Communities Group ASX:INA
87 GF Score
Price A$4.28
GF Value A$6.06
Valuation Modestly Undervalued
! 9 Warning Signs
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What is Ingenia Communities Group ROA %?

Ingenia Communities Group ASX:INA +0.71% 87 ROA % is 6.89% as of Dec. 2025, which is 99% above its 10-year median of 3.47. GuruFocus rates ASX:INA with a GF Score™ of 87/100 and a GF Value™ of A$6.06 (Modestly Undervalued). The stock has 9 warning signs investors should review. Among 938 REITs companies, Ingenia Communities Group ranks better than 66.74% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Ingenia Communities Group's annualized Net Income for the quarter that ended in Dec. 2025 was A$194.8 Mil. Ingenia Communities Group's average Total Assets over the quarter that ended in Dec. 2025 was A$2,826.6 Mil. Therefore, Ingenia Communities Group's annualized ROA % for the quarter that ended in Dec. 2025 was 6.89%.

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

ASX:INA' s ROA % Range Over the Past 10 Years
Min: 0.58   Med: 3.47   Max: 5.95
Current: 5

During the past 13 years, Ingenia Communities Group's highest ROA % was 5.95%. The lowest was 0.58%. And the median was 3.47%.

ASX:INA's ROA % is ranked better than
66.74% of 938 companies
in the REITs industry
Industry Median: 3.23 vs ASX:INA: 5.00

Ingenia Communities Group  (ASX:INA) 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: Dec. 2025 )
=Net Income/Total Assets
=194.78/2826.64
=(Net Income / Revenue)*(Revenue / Total Assets)
=(194.78 / 510.238)*(510.238 / 2826.64)
=Net Margin %*Asset Turnover
=38.17 %*0.1805
=6.89 %

Note: The Net Income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) 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.


Ingenia Communities Group ROA % Related Terms


Ingenia Communities Group ROA % Historical Data

* Premium members only.

The historical data trend for Ingenia Communities 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.

Ingenia Communities Group ROA % Chart

Ingenia Communities Group Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.95 5.69 2.82 0.58 4.94

Ingenia Communities Group Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 3.53 -2.32 6.85 3.05 6.89

ASX:INA vs AVB, EQR, ESS: ROA % Comparison

For the REIT - Residential subindustry, Ingenia Communities 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.


Ingenia Communities Group ROA % vs REITs Industry

For the REITs industry and Real Estate sector, Ingenia Communities Group's ROA % distribution charts can be found below:

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


ASX:INA
87GF Score
Ingenia Communities Group ASX:INA
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Ingenia Communities Group ROA % Calculation

Ingenia Communities Group's annualized ROA % for the fiscal year that ended in Jun. 2025 is calculated as:

ROA %=Net Income (A: Jun. 2025 )/( (Total Assets (A: Jun. 2024 )+Total Assets (A: Jun. 2025 ))/ count )
=128.425/( (2475.078+2727.905)/ 2 )
=128.425/2601.4915
=4.94 %

Ingenia Communities Group's annualized ROA % for the quarter that ended in Dec. 2025 is calculated as:

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=194.78/( (2727.905+2925.375)/ 2 )
=194.78/2826.64
=6.89 %

* 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 two times the semi-annual (Dec. 2025) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 6.89% mean?
Ingenia Communities Group (ASX:INA) has a ROA % of 6.89% as of Dec. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Ingenia Communities Group and its competitors. This is 99% above median its historical median of 3.47. Over the past decade, Ingenia Communities Group's ROA % has ranged from 0.58 to 5.95. According to the industry distribution chart, Ingenia Communities Group ranks #312 out of 938 companies in the REITs industry, placing it in the top 33.3%.
Is Ingenia Communities Group's ROA % too high?
Ingenia Communities Group's current ROA % of 6.89% is 99% above median its 10-year median of 3.47. Over the past 10 years, this metric has ranged from a low of 0.58 to a high of 5.95. The REITs industry median ROA % is 3.23. Ingenia Communities Group's value of 6.89% is 113.3% above this industry median. Based on the distribution chart, Ingenia Communities Group ranks #312 out of 938 companies in the REITs industry, which is above the industry midpoint. Overall, Ingenia Communities Group has a GF Score™ of 87/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Ingenia Communities Group's ROA % compare to AVB and EQR?
According to the REITs industry distribution chart, Ingenia Communities Group ranks #312 out of 938 companies for ROA %. This puts Ingenia Communities Group in the upper half of its industry. The industry median ROA % is 3.23. Ingenia Communities Group's value of 6.89% is 113.3% above this benchmark. Historically, Ingenia Communities Group's own ROA % has ranged from 0.58 to 5.95 over the past decade. While the company's 10-year median is 3.47 vs. the industry median of 3.23, Ingenia Communities Group 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 REITs company?
The median ROA % among REITs companies is 3.23, based on 938 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. Ingenia Communities Group's current ROA % of 6.89% is 113.3% 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 Ingenia Communities Group and its competitors. For the REITs industry, the median ROA % is 3.23 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Ingenia Communities Group's current ROA % is 6.89%, which is 99% above median its own 10-year median of 3.47. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ingenia Communities Group stock overvalued right now?
Based on GuruFocus' analysis, Ingenia Communities Group (ASX:INA) is currently considered Modestly Undervalued. The stock's GF Value™ is A$6.06, compared to a current price of A$4.28 — trading 29.4% below its estimated fair value. The current ROA % is 6.89%, which is 99% above median its 10-year median of 3.47 and 113.3% above the REITs industry median of 3.23. Ingenia Communities Group's overall GF Score™ is 87/100 with 9 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 Ingenia Communities Group (ASX:INA), the current ROA % is 6.89% 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 Ingenia Communities Group (ASX:INA) Overvalued in 2026?

Based on GuruFocus' analysis, Ingenia Communities Group stock appears to be undervalued. The current stock price of A$4.28 is trading 29.4% below its estimated GF Value™ of A$6.06. GuruFocus considers Ingenia Communities Group to be Modestly Undervalued.

Key valuation signals for ASX:INA:

  • ROA %: 6.89% (99% above median its 10-year median of 3.47)
  • GF Value™: A$6.06 vs. price of A$4.28 (29.4% below fair value)
  • GF Score™: 87/100 with 9 warning signs
  • Industry Position: 113.3% above the REITs median (#312 of 938)

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


Ingenia Communities Group Business Description

Industry Real EstateREITs
Other Exchanges INGEF:USA
Address 20 Bond Street, Level 10, Sydney, NSW, AUS, 2000
Ingenia Communities is an Australian real estate investment trust with a property portfolio capitalizing on tourism, retirement, and low-cost housing needs. The largest and fastest growing source of income is the firm's land-lease communities targeted at the over-55s. This business constructs and sells the houses and collects rental income from the land. Additional rental and fee income are generated from housing communities and holiday parks. Its assets are situated in Australia's eastern states, with a focus on coastal and outer metropolitan regions.
87GF Score

Get the complete analysis for ASX:INA

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

A$4.28
Price
A$6.06
GF Value