Haulotte Group (FRA:PHT) ROA %: -6.41% (As of Jun. 2025)

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FRA:PHT Haulotte Group FRA:PHT
71 GF Score
Price €2.00
GF Value €2.21
Valuation Modestly Undervalued
! 9 Warning Signs
View Full Analysis

What is Haulotte Group ROA %?

Haulotte Group FRA:PHT +0.25% 71 ROA % is -6.41% as of Jun. 2025. GuruFocus rates FRA:PHT with a GF Score™ of 71/100 and a GF Value™ of €2.21 (Modestly Undervalued). The stock has 9 warning signs investors should review. Among 212 Farm & Heavy Construction Machinery companies, Haulotte Group ranks worse than 83.96% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Haulotte Group's annualized Net Income for the quarter that ended in Jun. 2025 was €-37.5 Mil. Haulotte Group's average Total Assets over the quarter that ended in Jun. 2025 was €585.0 Mil. Therefore, Haulotte Group's annualized ROA % for the quarter that ended in Jun. 2025 was -6.41%.

The historical rank and industry rank for Haulotte Group's ROA % or its related term are showing as below:

FRA:PHT' s ROA % Range Over the Past 10 Years
Min: -4.73   Med: 2.94   Max: 6.93
Current: -3.24

During the past 13 years, Haulotte Group's highest ROA % was 6.93%. The lowest was -4.73%. And the median was 2.94%.

FRA:PHT's ROA % is ranked worse than
83.96% of 212 companies
in the Farm & Heavy Construction Machinery industry
Industry Median: 3.815 vs FRA:PHT: -3.24

Haulotte Group  (FRA:PHT) 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
=-37.48/585.03
=(Net Income / Revenue)*(Revenue / Total Assets)
=(-37.48 / 524.572)*(524.572 / 585.03)
=Net Margin %*Asset Turnover
=-7.14 %*0.8967
=-6.41 %

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


Haulotte Group ROA % Related Terms


Haulotte Group ROA % Historical Data

* Premium members only.

The historical data trend for Haulotte Group'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.

Haulotte Group ROA % Chart

Haulotte Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.44 -2.39 0.03 2.41 0.00

Haulotte Group Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.15 4.92 -0.37 -6.41 0.00

FRA:PHT vs CAT, DE, PCAR: ROA % Comparison

For the Farm & Heavy Construction Machinery subindustry, Haulotte Group'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.


Haulotte Group ROA % vs Farm & Heavy Construction Machinery Industry

For the Farm & Heavy Construction Machinery industry and Industrials sector, Haulotte Group's ROA % distribution charts can be found below:

* The bar in red indicates where Haulotte Group's ROA % falls into.


FRA:PHT
71GF Score
Haulotte Group FRA:PHT
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Haulotte Group ROA % Calculation

Haulotte Group's annualized ROA % for the fiscal year that ended in Dec. 2024 is calculated as:

ROA %=Net Income (A: Dec. 2024 )/( (Total Assets (A: Dec. 2023 )+Total Assets (A: Dec. 2024 ))/ count )
=15.085/( (647.831+602.504)/ 2 )
=15.085/625.1675
=2.41 %

Haulotte Group's annualized ROA % for the quarter that ended in Jun. 2025 is calculated as:

ROA %=Net Income (Q: Jun. 2025 )/( (Total Assets (Q: Dec. 2024 )+Total Assets (Q: Jun. 2025 ))/ count )
=-37.48/( (602.504+567.556)/ 2 )
=-37.48/585.03
=-6.41 %

* 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 (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 -6.41% mean?
Haulotte Group (FRA:PHT) has a ROA % of -6.41% 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 Haulotte Group and its competitors. According to the industry distribution chart, Haulotte Group ranks #178 out of 212 companies in the Farm & Heavy Construction Machinery industry, placing it in the top 84%.
Is Haulotte Group's ROA % too high?
Haulotte Group's current ROA % is -6.41%. Based on the distribution chart, Haulotte Group ranks #178 out of 212 companies in the Farm & Heavy Construction Machinery industry, which is in the bottom quartile relative to peers. Overall, Haulotte Group has a GF Score™ of 71/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Haulotte Group's ROA % compare to CAT and DE?
According to the Farm & Heavy Construction Machinery industry distribution chart, Haulotte Group ranks #178 out of 212 companies for ROA %. This places Haulotte Group in the lower half of its industry. The industry median ROA % is 3.82. 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 Farm & Heavy Construction Machinery company?
The median ROA % among Farm & Heavy Construction Machinery companies is 3.82, based on 212 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. 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 Haulotte Group and its competitors. For the Farm & Heavy Construction Machinery industry, the median ROA % is 3.82 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Haulotte Group's current ROA % is -6.41%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Haulotte Group stock overvalued right now?
Based on GuruFocus' analysis, Haulotte Group (FRA:PHT) is currently considered Modestly Undervalued. The stock's GF Value™ is €2.21, compared to a current price of €2.00 — trading 9.5% below its estimated fair value. The current ROA % is -6.41%. Haulotte Group's overall GF Score™ is 71/100 with 9 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 Haulotte Group (FRA:PHT), the current ROA % is -6.41% 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 Haulotte Group (FRA:PHT) Overvalued in 2026?

Based on GuruFocus' analysis, Haulotte Group stock appears to be undervalued. The current stock price of €2.00 is trading 9.5% below its estimated GF Value™ of €2.21. GuruFocus considers Haulotte Group to be Modestly Undervalued.

Key valuation signals for FRA:PHT:

  • ROA %: -6.41%
  • GF Value™: €2.21 vs. price of €2.00 (9.5% below fair value)
  • GF Score™: 71/100 with 9 warning signs

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


Haulotte Group Business Description

Other Exchanges 0HVA:UKPIG:France
Address Rue Emile Zola, Lorette, FRA, 42420
Haulotte Group designs, manufactures, and markets a wide products focused on mobile elevating work platforms and telehandlers. Its activities are further classified into segments namely the manufacture and sale of lifting equipment; the rental of lifting equipment; and services (spare parts, repairs, and financing). The company generates maximum revenue from the manufacturing and sale of lifting equipment. Geographically, it derives a majority of its revenue from Europe and also has a presence in North America; Latin America, and the Asia Pacific.
71GF Score

Get the complete analysis for FRA:PHT

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

€2.00
Price
€2.21
GF Value