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ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Sheng Yuan Holdings's annualizedNet Income for the quarter that ended in Dec. 2025 was HK$8.7 Mil.
Sheng Yuan Holdings's average Total Assets over the quarter that ended in Dec. 2025 was HK$163.2 Mil. Therefore, Sheng Yuan Holdings's annualized ROA % for the quarter that ended in Dec. 2025 was 5.33%.
The historical rank and industry rank for Sheng Yuan Holdings's ROA % or its related term are showing as below:
HKSE:00851'
s ROA % Range Over the Past 10 Years
Min: -71.95 Med: -2.72 Max: 22.01
Current: 6.14
During the past 13 years, Sheng Yuan Holdings's highest ROA % was 22.01%. The lowest was -71.95%. And the median was -2.72%.
HKSE:00851's ROA % is ranked better than 77.68% of 811
companies
in the Capital Markets industry
Industry Median: 1.59
vs HKSE:00851: 6.14
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.
Sheng Yuan Holdings ROA % Related Terms
Sheng Yuan Holdings ROA % Historical Data
* Premium members only.
The historical data trend for Sheng Yuan 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, Sheng Yuan 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.
Sheng Yuan Holdings ROA % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Sheng Yuan Holdings's ROA % distribution charts can be found below:
* The bar in red indicates where Sheng Yuan 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.
Sheng Yuan Holdings (HKSE:00851) has a ROA % of 5.33% 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 Sheng Yuan Holdings and its competitors. According to the industry distribution chart, Sheng Yuan Holdings ranks #181 out of 811 companies in the Capital Markets industry, placing it in the top 22.3%.
Is Sheng Yuan Holdings' ROA % too high?
Sheng Yuan Holdings' current ROA % is 5.33%. The Capital Markets industry median ROA % is 1.59. Sheng Yuan Holdings' value of 5.33% is 235.2% above this industry median. Based on the distribution chart, Sheng Yuan Holdings ranks #181 out of 811 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Sheng Yuan Holdings has a GF Score™ of 28/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Sheng Yuan Holdings' ROA % compare to MS and GS?
According to the Capital Markets industry distribution chart, Sheng Yuan Holdings ranks #181 out of 811 companies for ROA %. This places Sheng Yuan Holdings in the top 22% of its industry — outperforming the majority of peers. The industry median ROA % is 1.59. Sheng Yuan Holdings' value of 5.33% is 235.2% 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 1.59, based on 811 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. Sheng Yuan Holdings's current ROA % of 5.33% is 235.2% 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 Sheng Yuan Holdings and its competitors. For the Capital Markets industry, the median ROA % is 1.59 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sheng Yuan Holdings's current ROA % is 5.33%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sheng Yuan Holdings stock overvalued right now?
Based on GuruFocus' analysis, Sheng Yuan Holdings (HKSE:00851) is currently considered Possible Value Trap. The stock's GF Value™ is HK$0.69, compared to a current price of HK$0.17 — trading 76.1% below its estimated fair value. The current ROA % is 5.33% and 235.2% above the Capital Markets industry median of 1.59. Sheng Yuan Holdings' overall GF Score™ is 28/100 with 5 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 Sheng Yuan Holdings (HKSE:00851), the current ROA % is 5.33% 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.
Is Sheng Yuan Holdings (HKSE:00851) Overvalued in 2026?
Based on GuruFocus' analysis, Sheng Yuan Holdings stock appears to be undervalued.
The current stock price of HK$0.17 is trading 76.1% below its estimated GF Value™ of HK$0.69.
GuruFocus considers Sheng Yuan Holdings to be Possible Value Trap.
Key valuation signals for HKSE:00851:
ROA %: 5.33%
GF Value™: HK$0.69 vs. price of HK$0.17 (76.1% below fair value)
Industry Position: 235.2% above the Capital Markets median (#181 of 811)
No single metric tells the full story. See the HKSE:00851 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Sheng Yuan Holdings Ltd is an investment holding company. The company through its subsidiaries is engaged in the provision of financial services in Hong Kong. The operating business segments are securities brokerage and financial services is engaged in the provision of discretionary and non-discretionary dealing services for securities, securities placing and underwriting services, margin financing and money lending services, corporate finance advisory and general advisory services; asset management services provides fund management and discretionary portfolio management and investment advisory services; the proprietary trading segment is engaged in investment holding and securities trading; and trading business is engaged in Financing services. It derives revenue from Hong Kong.
28GF Score
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