ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Investimentos Bemge's annualizedNet Income for the quarter that ended in Mar. 2026 was R$16.19 Mil.
Investimentos Bemge's average Total Assets over the quarter that ended in Mar. 2026 was R$194.36 Mil. Therefore, Investimentos Bemge's annualized ROA % for the quarter that ended in Mar. 2026 was 8.33%.
The historical rank and industry rank for Investimentos Bemge's ROA % or its related term are showing as below:
BSP:FIGE3'
s ROA % Range Over the Past 10 Years
Min: 1.48 Med: 5.56 Max: 8.6
Current: 8.6
During the past 13 years, Investimentos Bemge's highest ROA % was 8.60%. The lowest was 1.48%. And the median was 5.56%.
BSP:FIGE3's ROA % is not ranked
in the Asset Management industry.
Industry Median: 4.06
vs BSP:FIGE3: 8.60
Investimentos Bemge (BSP:FIGE3) 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.
Investimentos Bemge ROA % Related Terms
Investimentos Bemge ROA % Historical Data
* Premium members only.
The historical data trend for Investimentos Bemge'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.
For the Asset Management subindustry, Investimentos Bemge'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.
Investimentos Bemge ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Investimentos Bemge's ROA % distribution charts can be found below:
* The bar in red indicates where Investimentos Bemge'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.
Investimentos Bemge (BSP:FIGE3) has a ROA % of 8.33% 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 Investimentos Bemge and its competitors. This is 50% above median its historical median of 5.56. Over the past decade, Investimentos Bemge's ROA % has ranged from 1.48 to 8.60.
Is Investimentos Bemge's ROA % too high?
Investimentos Bemge's current ROA % of 8.33% is 50% above median its 10-year median of 5.56. Over the past 10 years, this metric has ranged from a low of 1.48 to a high of 8.60. The Asset Management industry median ROA % is 4.06. Investimentos Bemge's value of 8.33% is 105.2% above this industry median. Overall, Investimentos Bemge has a GF Score™ of 56/100, reflecting its overall financial health beyond just this single metric.
How does Investimentos Bemge's ROA % compare to BLK and BX?
Investimentos Bemge's ROA % of 8.33% can be compared against companies in the Asset Management industry. The industry median ROA % is 4.06. Investimentos Bemge's value of 8.33% is 105.2% above this benchmark. Historically, Investimentos Bemge's own ROA % has ranged from 1.48 to 8.60 over the past decade. While the company's 10-year median is 5.56 vs. the industry median of 4.06, Investimentos Bemge 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 an Asset Management company?
The median ROA % among Asset Management companies is 4.06, based on 1,634 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. Investimentos Bemge's current ROA % of 8.33% is 105.2% 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 Investimentos Bemge and its competitors. For the Asset Management industry, the median ROA % is 4.06 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Investimentos Bemge's current ROA % is 8.33%, which is 50% above median its own 10-year median of 5.56. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Investimentos Bemge stock overvalued right now?
Investimentos Bemge (BSP:FIGE3) has a current ROA % of 8.33%. The stock's GF Value™ is R$13.63, compared to a current price of R$33.00 — trading 142.1% above its estimated fair value. The current ROA % is 8.33%, which is 50% above median its 10-year median of 5.56 and 105.2% above the Asset Management industry median of 4.06. Investimentos Bemge's overall GF Score™ is 56/100 with 4 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 Investimentos Bemge (BSP:FIGE3), the current ROA % is 8.33% 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 Investimentos Bemge (BSP:FIGE3) Overvalued in 2026?
Based on GuruFocus' analysis, Investimentos Bemge stock appears to be overvalued.
The current stock price of R$33.00 is trading 142.1% above its estimated GF Value™ of R$13.63.
Key valuation signals for BSP:FIGE3:
ROA %: 8.33% (50% above median its 10-year median of 5.56)
GF Value™: R$13.63 vs. price of R$33.00 (142.1% above fair value)
Industry Position: 105.2% above the Asset Management median
No single metric tells the full story. See the BSP:FIGE3 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Investimentos Bemge SA provides studies, analyses, and provides consultancy services on the company's operational policies and expansion projects. It also offers fund and investment management services.
56GF Score
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