Coca-Cola HBC AGCCHGY +2.83%90 ROA % is 8.07% as of Dec. 2025, which is 24% above its 10-year median of 6.51. GuruFocus rates CCHGY with a GF Score™ of 90/100 and a GF Value™ of $44.31 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 116 Beverages - Non-Alcoholic companies, Coca-Cola HBC AG ranks better than 63.79% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Coca-Cola HBC AG's annualizedNet Income for the quarter that ended in Dec. 2025 was $1,100 Mil.
Coca-Cola HBC AG's average Total Assets over the quarter that ended in Dec. 2025 was $13,642 Mil. Therefore, Coca-Cola HBC AG's annualized ROA % for the quarter that ended in Dec. 2025 was 8.07%.
The historical rank and industry rank for Coca-Cola HBC AG's ROA % or its related term are showing as below:
CCHGY'
s ROA % Range Over the Past 10 Years
Min: 4.57 Med: 6.51 Max: 8.67
Current: 8.37
During the past 13 years, Coca-Cola HBC AG's highest ROA % was 8.67%. The lowest was 4.57%. And the median was 6.51%.
CCHGY's ROA % is ranked better than 63.79% of 116
companies
in the Beverages - Non-Alcoholic industry
Industry Median: 5.595
vs CCHGY: 8.37
Coca-Cola HBC AG (OTCPK:CCHGY) 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 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.
Coca-Cola HBC AG ROA % Related Terms
Coca-Cola HBC AG ROA % Historical Data
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The historical data trend for Coca-Cola HBC AG'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 Beverages - Non-Alcoholic subindustry, Coca-Cola HBC AG'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.
Coca-Cola HBC AG ROA % vs Beverages - Non-Alcoholic Industry
For the Beverages - Non-Alcoholic industry and Consumer Defensive sector, Coca-Cola HBC AG's ROA % distribution charts can be found below:
* The bar in red indicates where Coca-Cola HBC AG'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 two times the semi-annual (Dec. 2025) net income data.
ROA % is displayed in the 30-year financial page.
Coca-Cola HBC AG (CCHGY) has a ROA % of 8.07% 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 Coca-Cola HBC AG and its competitors. This is 24% above median its historical median of 6.51. Over the past decade, Coca-Cola HBC AG's ROA % has ranged from 4.57 to 8.67. According to the industry distribution chart, Coca-Cola HBC AG ranks #42 out of 116 companies in the Beverages - Non-Alcoholic industry, placing it in the top 36.2%.
Is Coca-Cola HBC AG's ROA % too high?
Coca-Cola HBC AG's current ROA % of 8.07% is 24% above median its 10-year median of 6.51. Over the past 10 years, this metric has ranged from a low of 4.57 to a high of 8.67. The Beverages - Non-Alcoholic industry median ROA % is 5.60. Coca-Cola HBC AG's value of 8.07% is 44.2% above this industry median. Based on the distribution chart, Coca-Cola HBC AG ranks #42 out of 116 companies in the Beverages - Non-Alcoholic industry, which is above the industry midpoint. Overall, Coca-Cola HBC AG has a GF Score™ of 90/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Coca-Cola HBC AG's ROA % compare to KO and PEP?
According to the Beverages - Non-Alcoholic industry distribution chart, Coca-Cola HBC AG ranks #42 out of 116 companies for ROA %. This puts Coca-Cola HBC AG in the upper half of its industry. The industry median ROA % is 5.60. Coca-Cola HBC AG's value of 8.07% is 44.2% above this benchmark. Historically, Coca-Cola HBC AG's own ROA % has ranged from 4.57 to 8.67 over the past decade. While the company's 10-year median is 6.51 vs. the industry median of 5.60, Coca-Cola HBC AG 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 Beverages - Non-Alcoholic company?
The median ROA % among Beverages - Non-Alcoholic companies is 5.60, based on 116 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. Coca-Cola HBC AG's current ROA % of 8.07% is 44.2% 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 Coca-Cola HBC AG and its competitors. For the Beverages - Non-Alcoholic industry, the median ROA % is 5.60 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Coca-Cola HBC AG's current ROA % is 8.07%, which is 24% above median its own 10-year median of 6.51. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Coca-Cola HBC AG stock overvalued right now?
Based on GuruFocus' analysis, Coca-Cola HBC AG (CCHGY) is currently considered Significantly Overvalued. The stock's GF Value™ is $44.31, compared to a current price of $63.34 — trading 42.9% above its estimated fair value. The current ROA % is 8.07%, which is 24% above median its 10-year median of 6.51 and 44.2% above the Beverages - Non-Alcoholic industry median of 5.60. Coca-Cola HBC AG's overall GF Score™ is 90/100 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 Coca-Cola HBC AG (CCHGY), the current ROA % is 8.07% 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 Coca-Cola HBC AG (CCHGY) Overvalued in 2026?
Based on GuruFocus' analysis, Coca-Cola HBC AG stock appears to be overvalued.
The current stock price of $63.34 is trading 42.9% above its estimated GF Value™ of $44.31.
GuruFocus considers Coca-Cola HBC AG to be Significantly Overvalued.
Key valuation signals for CCHGY:
ROA %: 8.07% (24% above median its 10-year median of 6.51)
GF Value™: $44.31 vs. price of $63.34 (42.9% above fair value)
Industry Position: 44.2% above the Beverages - Non-Alcoholic median (#42 of 116)
No single metric tells the full story. See the CCHGY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Coca-Cola HBC is the third-largest bottling partner in the Coca-Cola system by volume, behind Coca-Cola Femsa and Coca-Cola Europacific Partners. In 2025, CCHBC sold 2.9 billion unit cases of beverages. There is a long tail of Coca-Cola distributors, including brewers and independent operators with very small distribution territories.CCHBC is listed on the London Stock Exchange. Kar-Tess, a Luxembourg-based holding company, owns 23% of the equity of CCHBC, and Coca-Cola holds a further 21%. The remaining 56% is free float.
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