Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
B Investments HoldingECAI:BINV +0.23%52 ROA % is 16.44% as of Mar. 2026, which is 28% above its 10-year median of 12.87. GuruFocus rates CAI:BINV with a GF Score™ of 52/100. The stock has 6 warning signs investors should review. Among 1,635 Asset Management companies, B Investments HoldingE ranks better than 74.31% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. B Investments HoldingE's annualizedNet Income for the quarter that ended in Mar. 2026 was E£1,216.9 Mil.
B Investments HoldingE's average Total Assets over the quarter that ended in Mar. 2026 was E£7,400.3 Mil. Therefore, B Investments HoldingE's annualized ROA % for the quarter that ended in Mar. 2026 was 16.44%.
The historical rank and industry rank for B Investments HoldingE's ROA % or its related term are showing as below:
CAI:BINV'
s ROA % Range Over the Past 10 Years
Min: 4.8 Med: 12.87 Max: 27.87
Current: 11.11
During the past 6 years, B Investments HoldingE's highest ROA % was 27.87%. The lowest was 4.80%. And the median was 12.87%.
CAI:BINV's ROA % is ranked better than 74.31% of 1635
companies
in the Asset Management industry
Industry Median: 4.09
vs CAI:BINV: 11.11
B Investments HoldingE (CAI:BINV) 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, B Investments HoldingE'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.
B Investments HoldingE ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, B Investments HoldingE's ROA % distribution charts can be found below:
* The bar in red indicates where B Investments HoldingE'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.
B Investments HoldingE (CAI:BINV) has a ROA % of 16.44% 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 B Investments HoldingE and its competitors. This is 28% above median its historical median of 12.87. Over the past decade, B Investments HoldingE's ROA % has ranged from 4.80 to 27.87. According to the industry distribution chart, B Investments HoldingE ranks #420 out of 1635 companies in the Asset Management industry, placing it in the top 25.7%.
Is B Investments HoldingE's ROA % too high?
B Investments HoldingE's current ROA % of 16.44% is 28% above median its 10-year median of 12.87. Over the past 10 years, this metric has ranged from a low of 4.80 to a high of 27.87. The Asset Management industry median ROA % is 4.09. B Investments HoldingE's value of 16.44% is 302% above this industry median. Based on the distribution chart, B Investments HoldingE ranks #420 out of 1635 companies in the Asset Management industry, which is above the industry midpoint. Overall, B Investments HoldingE has a GF Score™ of 52/100, reflecting its overall financial health beyond just this single metric.
How does B Investments HoldingE's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, B Investments HoldingE ranks #420 out of 1635 companies for ROA %. This puts B Investments HoldingE in the upper half of its industry. The industry median ROA % is 4.09. B Investments HoldingE's value of 16.44% is 302% above this benchmark. Historically, B Investments HoldingE's own ROA % has ranged from 4.80 to 27.87 over the past decade. While the company's 10-year median is 12.87 vs. the industry median of 4.09, B Investments HoldingE 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 4.09, based on 1,635 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. B Investments HoldingE's current ROA % of 16.44% is 302% 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 B Investments HoldingE and its competitors. For the Asset Management industry, the median ROA % is 4.09 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. B Investments HoldingE's current ROA % is 16.44%, which is 28% above median its own 10-year median of 12.87. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is B Investments HoldingE stock overvalued right now?
B Investments HoldingE (CAI:BINV) has a current ROA % of 16.44%. The current ROA % is 16.44%, which is 28% above median its 10-year median of 12.87 and 302% above the Asset Management industry median of 4.09. B Investments HoldingE's overall GF Score™ is 52/100 with 6 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 B Investments HoldingE (CAI:BINV), the current ROA % is 16.44% 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.
B Investments Holding SAE is an Egypt-based private equity firm and capital growth investor. The Company's principal business activity is investment in other entities. The company has its investments in real estate development, non-banking financial services, electronic payments, renewable energy, specialized healthcare, pharma retail, and food & beverage.
52GF Score
Get the complete analysis for CAI:BINV
ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
CAI:BINV has been successfully added to your 
