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ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Somerley Capital Holdings's annualizedNet Income for the quarter that ended in Mar. 2026 was HK$3.72 Mil.
Somerley Capital Holdings's average Total Assets over the quarter that ended in Mar. 2026 was HK$77.43 Mil. Therefore, Somerley Capital Holdings's annualized ROA % for the quarter that ended in Mar. 2026 was 4.81%.
The historical rank and industry rank for Somerley Capital Holdings's ROA % or its related term are showing as below:
HKSE:08439'
s ROA % Range Over the Past 10 Years
Min: -16.38 Med: -3.46 Max: 8.11
Current: 2.63
During the past 12 years, Somerley Capital Holdings's highest ROA % was 8.11%. The lowest was -16.38%. And the median was -3.46%.
HKSE:08439's ROA % is ranked better than 62.06% of 817
companies
in the Capital Markets industry
Industry Median: 1.51
vs HKSE:08439: 2.63
Somerley Capital Holdings (HKSE:08439) 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 (Mar. 2026) net income data. The Revenue data used here is two times the semi-annual (Mar. 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.
* 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, Somerley Capital 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.
Somerley Capital Holdings ROA % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Somerley Capital Holdings's ROA % distribution charts can be found below:
* The bar in red indicates where Somerley Capital 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 (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Somerley Capital Holdings (HKSE:08439) has a ROA % of 4.81% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Somerley Capital Holdings and its competitors. According to the industry distribution chart, Somerley Capital Holdings ranks #310 out of 817 companies in the Capital Markets industry, placing it in the top 37.9%.
Is Somerley Capital Holdings' ROA % too high?
Somerley Capital Holdings' current ROA % is 4.81%. The Capital Markets industry median ROA % is 1.51. Somerley Capital Holdings' value of 4.81% is 218.5% above this industry median. Based on the distribution chart, Somerley Capital Holdings ranks #310 out of 817 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Somerley Capital Holdings has a GF Score™ of 34/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Somerley Capital Holdings' ROA % compare to MS and GS?
According to the Capital Markets industry distribution chart, Somerley Capital Holdings ranks #310 out of 817 companies for ROA %. This puts Somerley Capital Holdings in the upper half of its industry. The industry median ROA % is 1.51. Somerley Capital Holdings' value of 4.81% is 218.5% 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 817 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. Somerley Capital Holdings's current ROA % of 4.81% is 218.5% 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 Somerley Capital 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. Somerley Capital Holdings's current ROA % is 4.81%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Somerley Capital Holdings stock overvalued right now?
Based on GuruFocus' analysis, Somerley Capital Holdings (HKSE:08439) is currently considered Significantly Overvalued. The stock's GF Value™ is HK$0.41, compared to a current price of HK$1.13 — trading 175.6% above its estimated fair value. The current ROA % is 4.81% and 218.5% above the Capital Markets industry median of 1.51. Somerley Capital Holdings' overall GF Score™ is 34/100 with 3 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 Somerley Capital Holdings (HKSE:08439), the current ROA % is 4.81% as of Mar. 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 Somerley Capital Holdings (HKSE:08439) Overvalued in 2026?
Based on GuruFocus' analysis, Somerley Capital Holdings stock appears to be overvalued.
The current stock price of HK$1.13 is trading 175.6% above its estimated GF Value™ of HK$0.41.
GuruFocus considers Somerley Capital Holdings to be Significantly Overvalued.
Key valuation signals for HKSE:08439:
ROA %: 4.81%
GF Value™: HK$0.41 vs. price of HK$1.13 (175.6% above fair value)
Industry Position: 218.5% above the Capital Markets median (#310 of 817)
No single metric tells the full story. See the HKSE:08439 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Somerley Capital Holdings Ltd is engaged in the provision of financial advisory services to listed companies, spin-offs, reorganizations and sponsors to initial public offerings and listings of shares of companies on the stock exchange in Hong Kong. The Company derives its revenue from its corporate finance advisory services. Its segments include Corporate finance advisory service and Asset management service. It derives the majority of the revenue from Corporate Finance Advisory services.
34GF Score
Get the complete analysis for HKSE:08439
ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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