Fundo DE Investimento Imobiliario VBI Prime Properties (BSP:PVBI11) ROA %: 8.75% (As of Jun. 2025) — Near Median

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BSP:PVBI11 Fundo DE Investimento Imobiliario VBI Prime Properties BSP:PVBI11
60 GF Score
Price R$70.49
GF Value R$90.66
Valuation Modestly Undervalued
! 1 Warning Sign
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What is Fundo DE Investimento Imobiliario VBI Prime Properties ROA %?

Fundo DE Investimento Imobiliario VBI Prime Properties BSP:PVBI11 -1.99% 60 ROA % is 8.75% as of Jun. 2025, which is at its 10-year median of 8.75. GuruFocus rates BSP:PVBI11 with a GF Score™ of 60/100 and a GF Value™ of R$90.66 (Modestly Undervalued). The stock has 1 warning sign investors should review. Among 932 REITs companies, Fundo DE Investimento Imobiliario VBI Prime Properties ranks better than 83.15% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Fundo DE Investimento Imobiliario VBI Prime Properties's annualized Net Income for the quarter that ended in Jun. 2025 was R$254.4 Mil. Fundo DE Investimento Imobiliario VBI Prime Properties's average Total Assets over the quarter that ended in Jun. 2025 was R$2,908.4 Mil. Therefore, Fundo DE Investimento Imobiliario VBI Prime Properties's annualized ROA % for the quarter that ended in Jun. 2025 was 8.75%.

The historical rank and industry rank for Fundo DE Investimento Imobiliario VBI Prime Properties's ROA % or its related term are showing as below:

BSP:PVBI11' s ROA % Range Over the Past 10 Years
Min: 4.75   Med: 8.75   Max: 10.95
Current: 8.75

During the past 5 years, Fundo DE Investimento Imobiliario VBI Prime Properties's highest ROA % was 10.95%. The lowest was 4.75%. And the median was 8.75%.

BSP:PVBI11's ROA % is ranked better than
83.15% of 932 companies
in the REITs industry
Industry Median: 3.205 vs BSP:PVBI11: 8.75

Fundo DE Investimento Imobiliario VBI Prime Properties  (BSP:PVBI11) 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: Jun. 2025 )
=Net Income/Total Assets
=254.386/2908.418
=(Net Income / Revenue)*(Revenue / Total Assets)
=(254.386 / 220.59)*(220.59 / 2908.418)
=Net Margin %*Asset Turnover
=115.32 %*0.0758
=8.75 %

Note: The Net Income data used here is one times the annual (Jun. 2025) net income data. The Revenue data used here is one times the annual (Jun. 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.


Fundo DE Investimento Imobiliario VBI Prime Properties ROA % Related Terms


Fundo DE Investimento Imobiliario VBI Prime Properties ROA % Historical Data

* Premium members only.

The historical data trend for Fundo DE Investimento Imobiliario VBI Prime Properties'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.

Fundo DE Investimento Imobiliario VBI Prime Properties ROA % Chart

Fundo DE Investimento Imobiliario VBI Prime Properties Annual Data
Trend Jun21 Jun22 Jun23 Jun24 Jun25
ROA %
6.95 4.75 8.86 10.95 8.75

Fundo DE Investimento Imobiliario VBI Prime Properties Semi-Annual Data
Jun21 Jun22 Jun23 Jun24 Jun25
ROA % 6.95 4.75 8.86 10.95 8.75

BSP:PVBI11 vs VICI, WPC: ROA % Comparison

For the REIT - Diversified subindustry, Fundo DE Investimento Imobiliario VBI Prime Properties'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.


Fundo DE Investimento Imobiliario VBI Prime Properties ROA % vs REITs Industry

For the REITs industry and Real Estate sector, Fundo DE Investimento Imobiliario VBI Prime Properties's ROA % distribution charts can be found below:

* The bar in red indicates where Fundo DE Investimento Imobiliario VBI Prime Properties's ROA % falls into.


BSP:PVBI11
60GF Score
Fundo DE Investimento Imobiliario VBI Prime Properties BSP:PVBI11
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Fundo DE Investimento Imobiliario VBI Prime Properties ROA % Calculation

Fundo DE Investimento Imobiliario VBI Prime Properties'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 )
=254.386/( (2874.378+2942.458)/ 2 )
=254.386/2908.418
=8.75 %

Fundo DE Investimento Imobiliario VBI Prime Properties's annualized ROA % for the quarter that ended in Jun. 2025 is calculated as:

ROA %=Net Income (Q: Jun. 2025 )/( (Total Assets (Q: Jun. 2024 )+Total Assets (Q: Jun. 2025 ))/ count )
=254.386/( (2874.378+2942.458)/ 2 )
=254.386/2908.418
=8.75 %

* 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 one times the annual (Jun. 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 8.75% mean?
Fundo DE Investimento Imobiliario VBI Prime Properties (BSP:PVBI11) has a ROA % of 8.75% as of Jun. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Fundo DE Investimento Imobiliario VBI Prime Properties and its competitors. This is near median its historical median of 8.75. Over the past decade, Fundo DE Investimento Imobiliario VBI Prime Properties' ROA % has ranged from 4.75 to 10.95. According to the industry distribution chart, Fundo DE Investimento Imobiliario VBI Prime Properties ranks #157 out of 932 companies in the REITs industry, placing it in the top 16.8%.
Is Fundo DE Investimento Imobiliario VBI Prime Properties' ROA % too high?
Fundo DE Investimento Imobiliario VBI Prime Properties' current ROA % of 8.75% is near median its 10-year median of 8.75. Over the past 10 years, this metric has ranged from a low of 4.75 to a high of 10.95. The REITs industry median ROA % is 3.21. Fundo DE Investimento Imobiliario VBI Prime Properties' value of 8.75% is 173% above this industry median. Based on the distribution chart, Fundo DE Investimento Imobiliario VBI Prime Properties ranks #157 out of 932 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, Fundo DE Investimento Imobiliario VBI Prime Properties has a GF Score™ of 60/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Fundo DE Investimento Imobiliario VBI Prime Properties' ROA % compare to VICI and WPC?
According to the REITs industry distribution chart, Fundo DE Investimento Imobiliario VBI Prime Properties ranks #157 out of 932 companies for ROA %. This places Fundo DE Investimento Imobiliario VBI Prime Properties in the top 17% of its industry — outperforming the majority of peers. The industry median ROA % is 3.21. Fundo DE Investimento Imobiliario VBI Prime Properties' value of 8.75% is 173% above this benchmark. Historically, Fundo DE Investimento Imobiliario VBI Prime Properties' own ROA % has ranged from 4.75 to 10.95 over the past decade. While the company's 10-year median is 8.75 vs. the industry median of 3.21, Fundo DE Investimento Imobiliario VBI Prime Properties 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 3.21, based on 932 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. Fundo DE Investimento Imobiliario VBI Prime Properties's current ROA % of 8.75% is 173% 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 Fundo DE Investimento Imobiliario VBI Prime Properties and its competitors. For the REITs industry, the median ROA % is 3.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fundo DE Investimento Imobiliario VBI Prime Properties's current ROA % is 8.75%, which is near median its own 10-year median of 8.75. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fundo DE Investimento Imobiliario VBI Prime Properties stock overvalued right now?
Based on GuruFocus' analysis, Fundo DE Investimento Imobiliario VBI Prime Properties (BSP:PVBI11) is currently considered Modestly Undervalued. The stock's GF Value™ is R$90.66, compared to a current price of R$70.49 — trading 22.2% below its estimated fair value. The current ROA % is 8.75%, which is near median its 10-year median of 8.75 and 173% above the REITs industry median of 3.21. Fundo DE Investimento Imobiliario VBI Prime Properties' overall GF Score™ is 60/100 with 1 warning sign 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 Fundo DE Investimento Imobiliario VBI Prime Properties (BSP:PVBI11), the current ROA % is 8.75% as of Jun. 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 Fundo DE Investimento Imobiliario VBI Prime Properties (BSP:PVBI11) Overvalued in 2026?

Based on GuruFocus' analysis, Fundo DE Investimento Imobiliario VBI Prime Properties stock appears to be undervalued. The current stock price of R$70.49 is trading 22.2% below its estimated GF Value™ of R$90.66. GuruFocus considers Fundo DE Investimento Imobiliario VBI Prime Properties to be Modestly Undervalued.

Key valuation signals for BSP:PVBI11:

  • ROA %: 8.75% (near median its 10-year median of 8.75)
  • GF Value™: R$90.66 vs. price of R$70.49 (22.2% below fair value)
  • GF Score™: 60/100 with 1 warning sign
  • Industry Position: 173% above the REITs median (#157 of 932)

No single metric tells the full story. See the BSP:PVBI11 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Fundo DE Investimento Imobiliario VBI Prime Properties Business Description

Industry Real EstateREITs
Address Praia de Botafogo, 501, 6th Floor, Botafogo, Rio de Janeiro, RJ, BRA, 22.250-040
Fundo DE Investimento Imobiliario VBI Prime Properties is a real estate investment trust in the commercial buildings segment.
60GF Score

Get the complete analysis for BSP:PVBI11

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

R$70.49
Price
R$90.66
GF Value