ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Washington H Soul Pattinson and Co's annualizedNet Income for the quarter that ended in Jan. 2026 was €2,662.8 Mil.
Washington H Soul Pattinson and Co's average Total Assets over the quarter that ended in Jan. 2026 was €7,504.2 Mil. Therefore, Washington H Soul Pattinson and Co's annualized ROA % for the quarter that ended in Jan. 2026 was 35.48%.
FRA:WD3'
s ROA % Range Over the Past 10 Years
Min: -0.11 Med: 4.21 Max: 18.81
Current: 18.81
During the past 13 years, Washington H Soul Pattinson and Co's highest ROA % was 18.81%. The lowest was -0.11%. And the median was 4.21%.
FRA:WD3's ROA % is ranked better than 94.61% of 816
companies
in the Capital Markets industry
Industry Median: 1.5
vs FRA:WD3: 18.81
Washington H Soul Pattinson and Co (FRA:WD3) 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 (Jan. 2026) net income data. The Revenue data used here is two times the semi-annual (Jan. 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.
Washington H Soul Pattinson and Co ROA % Related Terms
Washington H Soul Pattinson and Co ROA % Historical 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.
For the Capital Markets subindustry, Washington H Soul Pattinson and Co'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.
Washington H Soul Pattinson and Co ROA % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Washington H Soul Pattinson and Co's ROA % distribution charts can be found below:
* The bar in red indicates where Washington H Soul Pattinson and Co'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 (Jan. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Washington H Soul Pattinson and Co (FRA:WD3) has a ROA % of 35.48% as of Jan. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Washington H Soul Pattinson and Co and its competitors. This is 743% above median its historical median of 4.21. According to the industry distribution chart, Washington H Soul Pattinson and Co ranks #44 out of 816 companies in the Capital Markets industry, placing it in the top 5.4%.
Is Washington H Soul Pattinson and Co's ROA % too high?
Washington H Soul Pattinson and Co's current ROA % of 35.48% is 743% above median its 10-year median of 4.21. The Capital Markets industry median ROA % is 1.50. Washington H Soul Pattinson and Co's value of 35.48% is 2265.3% above this industry median. Based on the distribution chart, Washington H Soul Pattinson and Co ranks #44 out of 816 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Washington H Soul Pattinson and Co has a GF Score™ of 75/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Washington H Soul Pattinson and Co's ROA % compare to MS and GS?
According to the Capital Markets industry distribution chart, Washington H Soul Pattinson and Co ranks #44 out of 816 companies for ROA %. This places Washington H Soul Pattinson and Co in the top 5% of its industry — outperforming the majority of peers. The industry median ROA % is 1.50. Washington H Soul Pattinson and Co's value of 35.48% is 2265.3% above this benchmark. While the company's 10-year median is 4.21 vs. the industry median of 1.50, Washington H Soul Pattinson and Co 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 Capital Markets company?
The median ROA % among Capital Markets companies is 1.50, based on 816 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. Washington H Soul Pattinson and Co's current ROA % of 35.48% is 2265.3% 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 Washington H Soul Pattinson and Co and its competitors. For the Capital Markets industry, the median ROA % is 1.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Washington H Soul Pattinson and Co's current ROA % is 35.48%, which is 743% above median its own 10-year median of 4.21. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Washington H Soul Pattinson and Co stock overvalued right now?
Based on GuruFocus' analysis, Washington H Soul Pattinson and Co (FRA:WD3) is currently considered Modestly Undervalued. The stock's GF Value™ is €35.11, compared to a current price of €27.20 — trading 22.5% below its estimated fair value. The current ROA % is 35.48%, which is 743% above median its 10-year median of 4.21 and 2265.3% above the Capital Markets industry median of 1.50. Washington H Soul Pattinson and Co's overall GF Score™ is 75/100 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 Washington H Soul Pattinson and Co (FRA:WD3), the current ROA % is 35.48% as of Jan. 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.
Is Washington H Soul Pattinson and Co (FRA:WD3) Overvalued in 2026?
Based on GuruFocus' analysis, Washington H Soul Pattinson and Co stock appears to be undervalued.
The current stock price of €27.20 is trading 22.5% below its estimated GF Value™ of €35.11.
GuruFocus considers Washington H Soul Pattinson and Co to be Modestly Undervalued.
Key valuation signals for FRA:WD3:
ROA %: 35.48% (743% above median its 10-year median of 4.21)
GF Value™: €35.11 vs. price of €27.20 (22.5% below fair value)
Industry Position: 2265.3% above the Capital Markets median (#44 of 816)
No single metric tells the full story. See the FRA:WD3 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Washington H Soul Pattinson and Co Business Description
Soul Patts, is a value-oriented investment house that invests in both public and private markets. As an investor, Soul Patts allocates capital with a view toward taking a long-term position in its investments and on a passive basis. Long-term holdings in the group's largest investments, TPG Telecom, and New Hope Corporation, contribute about one-fourth of the group's approximately AUD 14.5 billion investment's net asset value.
75GF Score
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