Cocoon HoldingsHKSE:00428 37 ROA % is 7.95% as of Dec. 2025. GuruFocus rates HKSE:00428 with a GF Score™ of 37/100. Among 815 Capital Markets companies, Cocoon Holdings ranks better than 78.04% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Cocoon Holdings's annualizedNet Income for the quarter that ended in Dec. 2025 was HK$13.50 Mil.
Cocoon Holdings's average Total Assets over the quarter that ended in Dec. 2025 was HK$169.89 Mil. Therefore, Cocoon Holdings's annualized ROA % for the quarter that ended in Dec. 2025 was 7.95%.
The historical rank and industry rank for Cocoon Holdings's ROA % or its related term are showing as below:
HKSE:00428'
s ROA % Range Over the Past 10 Years
Min: -64.63 Med: -25.06 Max: 31.76
Current: 6.03
During the past 13 years, Cocoon Holdings's highest ROA % was 31.76%. The lowest was -64.63%. And the median was -25.06%.
HKSE:00428's ROA % is ranked better than 78.04% of 815
companies
in the Capital Markets industry
Industry Median: 1.51
vs HKSE:00428: 6.03
Cocoon Holdings (HKSE:00428) 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.
Cocoon Holdings ROA % Related Terms
Cocoon Holdings ROA % Historical Data
* Premium members only.
The historical data trend for Cocoon Holdings'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.
For the Capital Markets subindustry, Cocoon Holdings'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.
Cocoon Holdings ROA % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Cocoon Holdings's ROA % distribution charts can be found below:
* The bar in red indicates where Cocoon Holdings'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.
Cocoon Holdings (HKSE:00428) has a ROA % of 7.95% 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 Cocoon Holdings and its competitors. According to the industry distribution chart, Cocoon Holdings ranks #179 out of 815 companies in the Capital Markets industry, placing it in the top 22%.
Is Cocoon Holdings' ROA % too high?
Cocoon Holdings' current ROA % is 7.95%. The Capital Markets industry median ROA % is 1.51. Cocoon Holdings' value of 7.95% is 426.5% above this industry median. Based on the distribution chart, Cocoon Holdings ranks #179 out of 815 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Cocoon Holdings has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Cocoon Holdings' ROA % compare to MS and GS?
According to the Capital Markets industry distribution chart, Cocoon Holdings ranks #179 out of 815 companies for ROA %. This places Cocoon Holdings in the top 22% of its industry — outperforming the majority of peers. The industry median ROA % is 1.51. Cocoon Holdings' value of 7.95% is 426.5% above this benchmark. 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 1.51, based on 815 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. Cocoon Holdings's current ROA % of 7.95% is 426.5% 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 Cocoon Holdings and its competitors. For the Capital Markets industry, the median ROA % is 1.51 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Cocoon Holdings's current ROA % is 7.95%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Cocoon Holdings stock overvalued right now?
Cocoon Holdings (HKSE:00428) has a current ROA % of 7.95%. The current ROA % is 7.95% and 426.5% above the Capital Markets industry median of 1.51. Cocoon Holdings' overall GF Score™ is 37/100. 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 Cocoon Holdings (HKSE:00428), the current ROA % is 7.95% 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.
Cocoon Holdings Ltd is a Hong Kong-based investment holding company engaged in investment activities. The companies business activity is organized into a single operating segment, being investments in securities listed on recognized stock exchanges and unlisted investments with a potential for earnings growth and capital appreciation The companies revenue comprised dividend income, interest earned from bank deposits and loans and receivables. The group mainly operates its businesses in Hong Kong.
37GF Score
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