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Wurmtal Beteiligungen AGHAM:B9V +0.93%26 ROA % is 19.55% as of Apr. 2025, which is 0% below its 10-year median of 19.58. GuruFocus rates HAM:B9V with a GF Score™ of 26/100. Among 1,633 Asset Management companies, Wurmtal Beteiligungen AG ranks better than 87.14% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Wurmtal Beteiligungen AG's annualizedNet Income for the quarter that ended in Apr. 2025 was €0.72 Mil.
Wurmtal Beteiligungen AG's average Total Assets over the quarter that ended in Apr. 2025 was €3.67 Mil. Therefore, Wurmtal Beteiligungen AG's annualized ROA % for the quarter that ended in Apr. 2025 was 19.55%.
The historical rank and industry rank for Wurmtal Beteiligungen AG's ROA % or its related term are showing as below:
HAM:B9V'
s ROA % Range Over the Past 10 Years
Min: -2.48 Med: 19.58 Max: 24.63
Current: 19.55
During the past 6 years, Wurmtal Beteiligungen AG's highest ROA % was 24.63%. The lowest was -2.48%. And the median was 19.58%.
HAM:B9V's ROA % is ranked better than 87.14% of 1633
companies
in the Asset Management industry
Industry Median: 4.09
vs HAM:B9V: 19.55
Wurmtal Beteiligungen AG (HAM:B9V) 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 one times the annual (Apr. 2025) net income data. The Revenue data used here is one times the annual (Apr. 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.
For the Asset Management subindustry, Wurmtal Beteiligungen 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.
Wurmtal Beteiligungen AG ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Wurmtal Beteiligungen AG's ROA % distribution charts can be found below:
* The bar in red indicates where Wurmtal Beteiligungen 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 one times the annual (Apr. 2025) net income data.
ROA % is displayed in the 30-year financial page.
Wurmtal Beteiligungen AG (HAM:B9V) has a ROA % of 19.55% as of Apr. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Wurmtal Beteiligungen AG and its competitors. This is near median its historical median of 19.58. According to the industry distribution chart, Wurmtal Beteiligungen AG ranks #210 out of 1633 companies in the Asset Management industry, placing it in the top 12.9%.
Is Wurmtal Beteiligungen AG's ROA % too high?
Wurmtal Beteiligungen AG's current ROA % of 19.55% is near median its 10-year median of 19.58. The Asset Management industry median ROA % is 4.09. Wurmtal Beteiligungen AG's value of 19.55% is 378% above this industry median. Based on the distribution chart, Wurmtal Beteiligungen AG ranks #210 out of 1633 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Wurmtal Beteiligungen AG has a GF Score™ of 26/100, reflecting its overall financial health beyond just this single metric.
How does Wurmtal Beteiligungen AG's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Wurmtal Beteiligungen AG ranks #210 out of 1633 companies for ROA %. This places Wurmtal Beteiligungen AG in the top 13% of its industry — outperforming the majority of peers. The industry median ROA % is 4.09. Wurmtal Beteiligungen AG's value of 19.55% is 378% above this benchmark. While the company's 10-year median is 19.58 vs. the industry median of 4.09, Wurmtal Beteiligungen 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 an Asset Management company?
The median ROA % among Asset Management companies is 4.09, based on 1,633 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. Wurmtal Beteiligungen AG's current ROA % of 19.55% is 378% 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 Wurmtal Beteiligungen AG and its competitors. For the Asset Management industry, the median ROA % is 4.09 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Wurmtal Beteiligungen AG's current ROA % is 19.55%, which is near median its own 10-year median of 19.58. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wurmtal Beteiligungen AG stock overvalued right now?
Wurmtal Beteiligungen AG (HAM:B9V) has a current ROA % of 19.55%. The current ROA % is 19.55%, which is near median its 10-year median of 19.58 and 378% above the Asset Management industry median of 4.09. Wurmtal Beteiligungen AG's overall GF Score™ is 26/100. 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 Wurmtal Beteiligungen AG (HAM:B9V), the current ROA % is 19.55% as of Apr. 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.
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