Esterad Investment Co BSCBAH:ESTERAD 71 ROA % is 1.01% as of Mar. 2026, which is 74% below its 10-year median of 3.84. GuruFocus rates BAH:ESTERAD with a GF Score™ of 71/100 and a GF Value™ of BHD0.40 (Possible Value Trap). The stock has 7 warning signs investors should review. Among 1,631 Asset Management companies, Esterad Investment Co BSC ranks better than 66.89% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Esterad Investment Co BSC's annualizedNet Income for the quarter that ended in Mar. 2026 was BHD0.80 Mil.
Esterad Investment Co BSC's average Total Assets over the quarter that ended in Mar. 2026 was BHD79.05 Mil. Therefore, Esterad Investment Co BSC's annualized ROA % for the quarter that ended in Mar. 2026 was 1.01%.
The historical rank and industry rank for Esterad Investment Co BSC's ROA % or its related term are showing as below:
BAH:ESTERAD'
s ROA % Range Over the Past 10 Years
Min: 1.08 Med: 3.84 Max: 7.85
Current: 7.85
During the past 13 years, Esterad Investment Co BSC's highest ROA % was 7.85%. The lowest was 1.08%. And the median was 3.84%.
BAH:ESTERAD's ROA % is ranked better than 66.89% of 1631
companies
in the Asset Management industry
Industry Median: 3.99
vs BAH:ESTERAD: 7.85
Esterad Investment Co BSC (BAH:ESTERAD) 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 banks 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:
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.
* 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.
For the Asset Management subindustry, Esterad Investment Co BSC'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.
Esterad Investment Co BSC ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Esterad Investment Co BSC's ROA % distribution charts can be found below:
* The bar in red indicates where Esterad Investment Co BSC's ROA % 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 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.
Esterad Investment Co BSC (BAH:ESTERAD) has a ROA % of 1.01% 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 Esterad Investment Co BSC and its competitors. This is 74% below median its historical median of 3.84. Over the past decade, Esterad Investment Co BSC's ROA % has ranged from 1.08 to 7.85. According to the industry distribution chart, Esterad Investment Co BSC ranks #540 out of 1631 companies in the Asset Management industry, placing it in the top 33.1%.
Is Esterad Investment Co BSC's ROA % too high?
Esterad Investment Co BSC's current ROA % of 1.01% is 74% below median its 10-year median of 3.84. Over the past 10 years, this metric has ranged from a low of 1.08 to a high of 7.85. The Asset Management industry median ROA % is 3.99. Esterad Investment Co BSC's value of 1.01% is 74.7% below this industry median. Based on the distribution chart, Esterad Investment Co BSC ranks #540 out of 1631 companies in the Asset Management industry, which is above the industry midpoint. Overall, Esterad Investment Co BSC has a GF Score™ of 71/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Esterad Investment Co BSC's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Esterad Investment Co BSC ranks #540 out of 1631 companies for ROA %. This puts Esterad Investment Co BSC in the upper half of its industry. The industry median ROA % is 3.99. Esterad Investment Co BSC's value of 1.01% is 74.7% below this benchmark. Historically, Esterad Investment Co BSC's own ROA % has ranged from 1.08 to 7.85 over the past decade. While the company's 10-year median is 3.84 vs. the industry median of 3.99, Esterad Investment Co BSC 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 an Asset Management company?
The median ROA % among Asset Management companies is 3.99, based on 1,631 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. Esterad Investment Co BSC's current ROA % of 1.01% is 74.7% 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 Esterad Investment Co BSC and its competitors. For the Asset Management industry, the median ROA % is 3.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Esterad Investment Co BSC's current ROA % is 1.01%, which is 74% below median its own 10-year median of 3.84. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Esterad Investment Co BSC stock overvalued right now?
Based on GuruFocus' analysis, Esterad Investment Co BSC (BAH:ESTERAD) is currently considered Possible Value Trap. The stock's GF Value™ is BHD0.40, compared to a current price of BHD0.20 — trading 50% below its estimated fair value. The current ROA % is 1.01%, which is 74% below median its 10-year median of 3.84 and 74.7% below the Asset Management industry median of 3.99. Esterad Investment Co BSC's overall GF Score™ is 71/100 with 7 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 Esterad Investment Co BSC (BAH:ESTERAD), the current ROA % is 1.01% 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 Esterad Investment Co BSC (BAH:ESTERAD) Overvalued in 2026?
Based on GuruFocus' analysis, Esterad Investment Co BSC stock appears to be undervalued.
The current stock price of BHD0.20 is trading 50% below its estimated GF Value™ of BHD0.40.
GuruFocus considers Esterad Investment Co BSC to be Possible Value Trap.
Key valuation signals for BAH:ESTERAD:
ROA %: 1.01% (74% below median its 10-year median of 3.84)
GF Value™: BHD0.40 vs. price of BHD0.20 (50% below fair value)
Industry Position: 74.7% below the Asset Management median (#540 of 1631)
No single metric tells the full story. See the BAH:ESTERAD stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Esterad Investment Co BSC operates in the financial sector. The principal activity of the company is to invest in public and private equities, fixed income, real estate, and other asset classes in both local and international markets. It owns four key portfolio investment models including a strategic equity portfolio, fixed income portfolio, properties & income-producing assets, and a trading portfolio. The company generates the majority of its revenue from Investment income.
71GF Score
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