Sumer Varlik Yonetim AS (IST:SMRVA) ROA %: 10.29% (As of Mar. 2026) — 66% Below Median

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IST:SMRVA Sumer Varlik Yonetim AS IST:SMRVA
23 GF Score
Price ₺13.00
! 1 Warning Sign
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What is Sumer Varlik Yonetim AS ROA %?

Sumer Varlik Yonetim AS IST:SMRVA +0.15% 23 ROA % is 10.29% as of Mar. 2026, which is 66% below its 10-year median of 30.03. GuruFocus rates IST:SMRVA with a GF Score™ of 23/100. The stock has 1 warning sign investors should review. Among 1,633 Asset Management companies, Sumer Varlik Yonetim AS ranks better than 74.4% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Sumer Varlik Yonetim AS's annualized Net Income for the quarter that ended in Mar. 2026 was ₺527 Mil. Sumer Varlik Yonetim AS's average Total Assets over the quarter that ended in Mar. 2026 was ₺5,124 Mil. Therefore, Sumer Varlik Yonetim AS's annualized ROA % for the quarter that ended in Mar. 2026 was 10.29%.

The historical rank and industry rank for Sumer Varlik Yonetim AS's ROA % or its related term are showing as below:

IST:SMRVA' s ROA % Range Over the Past 10 Years
Min: 11.16   Med: 30.03   Max: 48.48
Current: 11.16

During the past 5 years, Sumer Varlik Yonetim AS's highest ROA % was 48.48%. The lowest was 11.16%. And the median was 30.03%.

IST:SMRVA's ROA % is ranked better than
74.4% of 1633 companies
in the Asset Management industry
Industry Median: 4.11 vs IST:SMRVA: 11.16

Sumer Varlik Yonetim AS  (IST:SMRVA) 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 bank’s 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:

ROA %(Q: Mar. 2026 )
=Net Income/Total Assets
=527.264/5124.2745
=(Net Income / Revenue)*(Revenue / Total Assets)
=(527.264 / 2376.136)*(2376.136 / 5124.2745)
=Net Margin %*Asset Turnover
=22.19 %*0.4637
=10.29 %

Note: The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (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.


Sumer Varlik Yonetim AS ROA % Related Terms


Sumer Varlik Yonetim AS ROA % Historical Data

* Premium members only.

The historical data trend for Sumer Varlik Yonetim AS'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.

Sumer Varlik Yonetim AS ROA % Chart

Sumer Varlik Yonetim AS Annual Data
Trend Dec21 Dec22 Dec23 Dec24 Dec25
ROA %
30.03 46.31 48.48 21.03 15.54

Sumer Varlik Yonetim AS Quarterly Data
Dec21 Dec22 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only 27.40 15.42 29.52 -10.23 10.29

IST:SMRVA vs BLK, BX, KKR: ROA % Comparison

For the Asset Management subindustry, Sumer Varlik Yonetim AS'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.


Sumer Varlik Yonetim AS ROA % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Sumer Varlik Yonetim AS's ROA % distribution charts can be found below:

* The bar in red indicates where Sumer Varlik Yonetim AS's ROA % falls into.


IST:SMRVA
23GF Score
Sumer Varlik Yonetim AS IST:SMRVA
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Sumer Varlik Yonetim AS ROA % Calculation

Sumer Varlik Yonetim AS's annualized ROA % for the fiscal year that ended in Dec. 2025 is calculated as:

ROA %=Net Income (A: Dec. 2025 )/( (Total Assets (A: Dec. 2024 )+Total Assets (A: Dec. 2025 ))/ count )
=679.727/( (3620.823+5126.493)/ 2 )
=679.727/4373.658
=15.54 %

Sumer Varlik Yonetim AS's annualized ROA % for the quarter that ended in Mar. 2026 is calculated as:

ROA %=Net Income (Q: Mar. 2026 )/( (Total Assets (Q: Dec. 2025 )+Total Assets (Q: Mar. 2026 ))/ count )
=527.264/( (5126.493+5122.056)/ 2 )
=527.264/5124.2745
=10.29 %

* 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 four times the quarterly (Mar. 2026) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 10.29% mean?
Sumer Varlik Yonetim AS (IST:SMRVA) has a ROA % of 10.29% 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 Sumer Varlik Yonetim AS and its competitors. This is 66% below median its historical median of 30.03. Over the past decade, Sumer Varlik Yonetim AS's ROA % has ranged from 11.16 to 48.48. According to the industry distribution chart, Sumer Varlik Yonetim AS ranks #418 out of 1633 companies in the Asset Management industry, placing it in the top 25.6%.
Is Sumer Varlik Yonetim AS's ROA % too high?
Sumer Varlik Yonetim AS's current ROA % of 10.29% is 66% below median its 10-year median of 30.03. Over the past 10 years, this metric has ranged from a low of 11.16 to a high of 48.48. The Asset Management industry median ROA % is 4.11. Sumer Varlik Yonetim AS's value of 10.29% is 150.4% above this industry median. Based on the distribution chart, Sumer Varlik Yonetim AS ranks #418 out of 1633 companies in the Asset Management industry, which is above the industry midpoint. Overall, Sumer Varlik Yonetim AS has a GF Score™ of 23/100, reflecting its overall financial health beyond just this single metric.
How does Sumer Varlik Yonetim AS's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Sumer Varlik Yonetim AS ranks #418 out of 1633 companies for ROA %. This puts Sumer Varlik Yonetim AS in the upper half of its industry. The industry median ROA % is 4.11. Sumer Varlik Yonetim AS's value of 10.29% is 150.4% above this benchmark. Historically, Sumer Varlik Yonetim AS's own ROA % has ranged from 11.16 to 48.48 over the past decade. While the company's 10-year median is 30.03 vs. the industry median of 4.11, Sumer Varlik Yonetim AS 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 4.11, 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. Sumer Varlik Yonetim AS's current ROA % of 10.29% is 150.4% 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 Sumer Varlik Yonetim AS and its competitors. For the Asset Management industry, the median ROA % is 4.11 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sumer Varlik Yonetim AS's current ROA % is 10.29%, which is 66% below median its own 10-year median of 30.03. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sumer Varlik Yonetim AS stock overvalued right now?
Sumer Varlik Yonetim AS (IST:SMRVA) has a current ROA % of 10.29%. The current ROA % is 10.29%, which is 66% below median its 10-year median of 30.03 and 150.4% above the Asset Management industry median of 4.11. Sumer Varlik Yonetim AS's overall GF Score™ is 23/100 with 1 warning sign 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 Sumer Varlik Yonetim AS (IST:SMRVA), the current ROA % is 10.29% 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.

Sumer Varlik Yonetim AS Business Description

Address Buyukdere Street, Oz Sezen Business Center B Block K: 1-2-3, Esentepe District, Sisli, Istanbul, TUR
Sumer Varlik Yonetim AS operates in the field of purchasing receivables and other assets of banks and other financial institutions, collecting from debtors and restructuring them, and converting collateral into cash. It aims to serve as a bridge between financial institutions and debtors by emphasizing fast collection policy and efficiency and to produce business solutions that satisfy all parties.
23GF Score

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