ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Zug Estates Holding AG's annualizedNet Income for the quarter that ended in Dec. 2025 was CHF42.46 Mil.
Zug Estates Holding AG's average Total Assets over the quarter that ended in Dec. 2025 was CHF1,901.44 Mil. Therefore, Zug Estates Holding AG's annualized ROA % for the quarter that ended in Dec. 2025 was 2.23%.
The historical rank and industry rank for Zug Estates Holding AG's ROA % or its related term are showing as below:
CHIX:ZUGNz'
s ROA % Range Over the Past 10 Years
Min: 1.34 Med: 2.92 Max: 4.74
Current: 4.53
During the past 13 years, Zug Estates Holding AG's highest ROA % was 4.74%. The lowest was 1.34%. And the median was 2.92%.
CHIX:ZUGNz's ROA % is ranked better than 76.14% of 1802
companies
in the Real Estate industry
Industry Median: 1.7
vs CHIX:ZUGNz: 4.53
Zug Estates Holding AG (CHIX:ZUGNz) 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.
* 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.
Zug Estates Holding AG ROA % Competitor Comparison
For the Real Estate - Diversified subindustry, Zug Estates Holding 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.
Zug Estates Holding AG ROA % vs Real Estate Industry
For the Real Estate industry and Real Estate sector, Zug Estates Holding AG's ROA % distribution charts can be found below:
* The bar in red indicates where Zug Estates Holding 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.
Zug Estates Holding AG (CHIX:ZUGNZ) has a ROA % of 2.23% 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 Zug Estates Holding AG and its competitors. This is 24% below median its historical median of 2.92. Over the past decade, Zug Estates Holding AG's ROA % has ranged from 1.34 to 4.74. According to the industry distribution chart, Zug Estates Holding AG ranks #430 out of 1802 companies in the Real Estate industry, placing it in the top 23.9%.
Is Zug Estates Holding AG's ROA % too high?
Zug Estates Holding AG's current ROA % of 2.23% is 24% below median its 10-year median of 2.92. Over the past 10 years, this metric has ranged from a low of 1.34 to a high of 4.74. The Real Estate industry median ROA % is 1.70. Zug Estates Holding AG's value of 2.23% is 31.2% above this industry median. Based on the distribution chart, Zug Estates Holding AG ranks #430 out of 1802 companies in the Real Estate industry, which is in the top quartile — a strong position relative to peers. Overall, Zug Estates Holding AG has a GF Score™ of 25/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Zug Estates Holding AG's ROA % compare to competitors?
According to the Real Estate industry distribution chart, Zug Estates Holding AG ranks #430 out of 1802 companies for ROA %. This places Zug Estates Holding AG in the top 24% of its industry — outperforming the majority of peers. The industry median ROA % is 1.70. Zug Estates Holding AG's value of 2.23% is 31.2% above this benchmark. Historically, Zug Estates Holding AG's own ROA % has ranged from 1.34 to 4.74 over the past decade. While the company's 10-year median is 2.92 vs. the industry median of 1.70, Zug Estates Holding 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 Real Estate company?
The median ROA % among Real Estate companies is 1.70, based on 1,802 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. Zug Estates Holding AG's current ROA % of 2.23% is 31.2% 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 Zug Estates Holding AG and its competitors. For the Real Estate industry, the median ROA % is 1.70 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Zug Estates Holding AG's current ROA % is 2.23%, which is 24% below median its own 10-year median of 2.92. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Zug Estates Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Zug Estates Holding AG (CHIX:ZUGNZ) is currently considered Fairly Valued. The stock's GF Value™ is CHF1,989.07, compared to a current price of CHF2,125.00 — trading 6.8% above its estimated fair value. The current ROA % is 2.23%, which is 24% below median its 10-year median of 2.92 and 31.2% above the Real Estate industry median of 1.70. Zug Estates Holding AG's overall GF Score™ is 25/100 with 3 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 Zug Estates Holding AG (CHIX:ZUGNZ), the current ROA % is 2.23% 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 Zug Estates Holding AG (CHIX:ZUGNZ) Overvalued in 2026?
Based on GuruFocus' analysis, Zug Estates Holding AG stock appears to be overvalued.
The current stock price of CHF2,125.00 is trading 6.8% above its estimated GF Value™ of CHF1,989.07.
GuruFocus considers Zug Estates Holding AG to be Fairly Valued.
Key valuation signals for CHIX:ZUGNZ:
ROA %: 2.23% (24% below median its 10-year median of 2.92)
GF Value™: CHF1,989.07 vs. price of CHF2,125.00 (6.8% above fair value)
Industry Position: 31.2% above the Real Estate median (#430 of 1802)
No single metric tells the full story. See the CHIX:ZUGNZ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Zug Estates Holding AG develops, markets and manages properties in the Zug region. The business activities are functioned through Real Estate and hotel and catering segments. It generates maximum revenue from the Real Estate segment. The real estate segment operates primarily in the areas of product development and management. The project development department develops and oversees its own construction projects, mainly for the Group portfolio. Its management department provides property management services for third parties and the Group portfolio.
25GF Score
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