Swiss Properties Invest AS (FRA:SR1) ROA %: 4.50% (As of Dec. 2025) — 91% Above Median


FRA:SR1 Swiss Properties Invest AS FRA:SR1
29 GF Score
Price €12.90
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What is Swiss Properties Invest AS ROA %?

Swiss Properties Invest AS FRA:SR1 29 ROA % is 4.50% as of Dec. 2025, which is 91% above its 10-year median of 2.36. GuruFocus rates FRA:SR1 with a GF Score™ of 29/100. The stock has 6 warning signs investors should review. Among 1,803 Real Estate companies, Swiss Properties Invest AS ranks better than 65.83% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Swiss Properties Invest AS's annualized Net Income for the quarter that ended in Dec. 2025 was €4.71 Mil. Swiss Properties Invest AS's average Total Assets over the quarter that ended in Dec. 2025 was €104.51 Mil. Therefore, Swiss Properties Invest AS's annualized ROA % for the quarter that ended in Dec. 2025 was 4.50%.

The historical rank and industry rank for Swiss Properties Invest AS's ROA % or its related term are showing as below:

FRA:SR1' s ROA % Range Over the Past 10 Years
Min: -2.3   Med: 2.36   Max: 8.15
Current: 3.29

During the past 5 years, Swiss Properties Invest AS's highest ROA % was 8.15%. The lowest was -2.30%. And the median was 2.36%.

FRA:SR1's ROA % is ranked better than
65.83% of 1803 companies
in the Real Estate industry
Industry Median: 1.7 vs FRA:SR1: 3.29

Swiss Properties Invest AS  (FRA:SR1) 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: Dec. 2025 )
=Net Income/Total Assets
=4.708/104.5105
=(Net Income / Revenue)*(Revenue / Total Assets)
=(4.708 / 5.234)*(5.234 / 104.5105)
=Net Margin %*Asset Turnover
=89.95 %*0.0501
=4.50 %

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.


Swiss Properties Invest AS ROA % Related Terms


Swiss Properties Invest AS ROA % Historical Data

* Premium members only.

The historical data trend for Swiss Properties Invest AS'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.

Swiss Properties Invest AS ROA % Chart

Swiss Properties Invest AS Annual Data
Trend Dec21 Dec22 Dec23 Dec24 Dec25
ROA %
-0.38 -2.30 2.36 8.15 3.28

Swiss Properties Invest AS Semi-Annual Data
Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROA % Get a 7-Day Free Trial Premium Member Only 2.87 1.78 14.38 2.06 4.50

FRA:SR1 vs CBRE, BEKE, JLL: ROA % Comparison

For the Real Estate Services subindustry, Swiss Properties Invest AS'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.


Swiss Properties Invest AS ROA % vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Swiss Properties Invest AS's ROA % distribution charts can be found below:

* The bar in red indicates where Swiss Properties Invest AS's ROA % falls into.


FRA:SR1
29GF Score
Swiss Properties Invest AS FRA:SR1
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Swiss Properties Invest AS ROA % Calculation

Swiss Properties Invest AS's annualized ROA % for the fiscal year that ended in Dec. 2025 is calculated as:

ROA %=Net Income (A: Dec. 2025 )/( (Total Assets (A: Dec. 2024 )+Total Assets (A: Dec. 2025 ))/ count )
=3.403/( (101.463+105.934)/ 2 )
=3.403/103.6985
=3.28 %

Swiss Properties Invest AS's annualized ROA % for the quarter that ended in Dec. 2025 is calculated as:

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=4.708/( (103.087+105.934)/ 2 )
=4.708/104.5105
=4.50 %

* 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.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 4.50% mean?
Swiss Properties Invest AS (FRA:SR1) has a ROA % of 4.50% 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 Swiss Properties Invest AS and its competitors. This is 91% above median its historical median of 2.36. According to the industry distribution chart, Swiss Properties Invest AS ranks #616 out of 1803 companies in the Real Estate industry, placing it in the top 34.2%.
Is Swiss Properties Invest AS's ROA % too high?
Swiss Properties Invest AS's current ROA % of 4.50% is 91% above median its 10-year median of 2.36. The Real Estate industry median ROA % is 1.70. Swiss Properties Invest AS's value of 4.50% is 164.7% above this industry median. Based on the distribution chart, Swiss Properties Invest AS ranks #616 out of 1803 companies in the Real Estate industry, which is above the industry midpoint. Overall, Swiss Properties Invest AS has a GF Score™ of 29/100, reflecting its overall financial health beyond just this single metric.
How does Swiss Properties Invest AS's ROA % compare to CBRE and BEKE?
According to the Real Estate industry distribution chart, Swiss Properties Invest AS ranks #616 out of 1803 companies for ROA %. This puts Swiss Properties Invest AS in the upper half of its industry. The industry median ROA % is 1.70. Swiss Properties Invest AS's value of 4.50% is 164.7% above this benchmark. While the company's 10-year median is 2.36 vs. the industry median of 1.70, Swiss Properties Invest AS 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 1,803 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. Swiss Properties Invest AS's current ROA % of 4.50% is 164.7% 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 Swiss Properties Invest AS 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. Swiss Properties Invest AS's current ROA % is 4.50%, which is 91% above median its own 10-year median of 2.36. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swiss Properties Invest AS stock overvalued right now?
Swiss Properties Invest AS (FRA:SR1) has a current ROA % of 4.50%. The current ROA % is 4.50%, which is 91% above median its 10-year median of 2.36 and 164.7% above the Real Estate industry median of 1.70. Swiss Properties Invest AS's overall GF Score™ is 29/100 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 Swiss Properties Invest AS (FRA:SR1), the current ROA % is 4.50% 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.

Swiss Properties Invest AS Business Description

Other Exchanges SWISS:Denmark
Address Schleppegrellsgade 8, kl, Kobenhavn N, DNK, 2200
Swiss Properties Invest AS is the Danish holding company of its wholly owned subsidiary that owns, operates, optimizes, and develops a portfolio of attractive commercial properties for renting out commercial space in selected regions in Switzerland with the purpose of creating shareholder value for its investors.
29GF Score

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

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