Balwin Properties (JSE:BWN) ROA %: 3.53% (As of Feb. 2026) — 46% Below Median


JSE:BWN Balwin Properties Ltd JSE:BWN
49 GF Score
Price R4.20
GF Value R2.32
Valuation Significantly Overvalued
! 9 Warning Signs
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What is Balwin Properties ROA %?

Balwin Properties JSE:BWN 49 ROA % is 3.53% as of Feb. 2026, which is 46% below its 10-year median of 6.50. GuruFocus rates JSE:BWN with a GF Score™ of 49/100 and a GF Value™ of R2.32 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 1,801 Real Estate companies, Balwin Properties ranks better than 63.13% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Balwin Properties's annualized Net Income for the quarter that ended in Feb. 2026 was R295 Mil. Balwin Properties's average Total Assets over the quarter that ended in Feb. 2026 was R8,362 Mil. Therefore, Balwin Properties's annualized ROA % for the quarter that ended in Feb. 2026 was 3.53%.

The historical rank and industry rank for Balwin Properties's ROA % or its related term are showing as below:

JSE:BWN' s ROA % Range Over the Past 10 Years
Min: 2.89   Med: 6.5   Max: 25.6
Current: 2.97

During the past 11 years, Balwin Properties's highest ROA % was 25.60%. The lowest was 2.89%. And the median was 6.50%.

JSE:BWN's ROA % is ranked better than
63.13% of 1801 companies
in the Real Estate industry
Industry Median: 1.7 vs JSE:BWN: 2.97

Balwin Properties  (JSE:BWN) 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: Feb. 2026 )
=Net Income/Total Assets
=294.862/8362.4405
=(Net Income / Revenue)*(Revenue / Total Assets)
=(294.862 / 2938.212)*(2938.212 / 8362.4405)
=Net Margin %*Asset Turnover
=10.04 %*0.3514
=3.53 %

Note: The Net Income data used here is two times the semi-annual (Feb. 2026) net income data. The Revenue data used here is two times the semi-annual (Feb. 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.


Balwin Properties ROA % Related Terms


Balwin Properties ROA % Historical Data

* Premium members only.

The historical data trend for Balwin Properties'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.

Balwin Properties ROA % Chart

Balwin Properties Annual Data
Trend Feb17 Feb18 Feb19 Feb20 Feb21 Feb22 Feb23 Feb24 Feb25 Feb26
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.04 6.28 2.89 2.96 2.97

Balwin Properties Semi-Annual Data
Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25 Feb26
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.02 2.00 3.97 2.39 3.53

Balwin Properties ROA % Competitor Comparison

For the Real Estate - Development subindustry, Balwin Properties'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.


Balwin Properties ROA % vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Balwin Properties's ROA % distribution charts can be found below:

* The bar in red indicates where Balwin Properties's ROA % falls into.


JSE:BWN
49GF Score
Balwin Properties Ltd JSE:BWN
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Balwin Properties ROA % Calculation

Balwin Properties's annualized ROA % for the fiscal year that ended in Feb. 2026 is calculated as:

ROA %=Net Income (A: Feb. 2026 )/( (Total Assets (A: Feb. 2025 )+Total Assets (A: Feb. 2026 ))/ count )
=245.31/( (8084.458+8437.589)/ 2 )
=245.31/8261.0235
=2.97 %

Balwin Properties's annualized ROA % for the quarter that ended in Feb. 2026 is calculated as:

ROA %=Net Income (Q: Feb. 2026 )/( (Total Assets (Q: Aug. 2025 )+Total Assets (Q: Feb. 2026 ))/ count )
=294.862/( (8287.292+8437.589)/ 2 )
=294.862/8362.4405
=3.53 %

* 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 (Feb. 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 3.53% mean?
Balwin Properties (JSE:BWN) has a ROA % of 3.53% as of Feb. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Balwin Properties and its competitors. This is 46% below median its historical median of 6.50. Over the past decade, Balwin Properties' ROA % has ranged from 2.89 to 25.60. According to the industry distribution chart, Balwin Properties ranks #664 out of 1801 companies in the Real Estate industry, placing it in the top 36.9%.
Is Balwin Properties' ROA % too high?
Balwin Properties' current ROA % of 3.53% is 46% below median its 10-year median of 6.50. Over the past 10 years, this metric has ranged from a low of 2.89 to a high of 25.60. The Real Estate industry median ROA % is 1.70. Balwin Properties' value of 3.53% is 107.6% above this industry median. Based on the distribution chart, Balwin Properties ranks #664 out of 1801 companies in the Real Estate industry, which is above the industry midpoint. Overall, Balwin Properties has a GF Score™ of 49/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Balwin Properties' ROA % compare to competitors?
According to the Real Estate industry distribution chart, Balwin Properties ranks #664 out of 1801 companies for ROA %. This puts Balwin Properties in the upper half of its industry. The industry median ROA % is 1.70. Balwin Properties' value of 3.53% is 107.6% above this benchmark. Historically, Balwin Properties' own ROA % has ranged from 2.89 to 25.60 over the past decade. While the company's 10-year median is 6.50 vs. the industry median of 1.70, Balwin Properties 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 a Real Estate company?
The median ROA % among Real Estate companies is 1.70, based on 1,801 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. Balwin Properties's current ROA % of 3.53% is 107.6% 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 Balwin Properties and its competitors. For the Real Estate industry, the median ROA % is 1.70 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Balwin Properties's current ROA % is 3.53%, which is 46% below median its own 10-year median of 6.50. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Balwin Properties stock overvalued right now?
Based on GuruFocus' analysis, Balwin Properties (JSE:BWN) is currently considered Significantly Overvalued. The stock's GF Value™ is R2.32, compared to a current price of R4.20 — trading 81% above its estimated fair value. The current ROA % is 3.53%, which is 46% below median its 10-year median of 6.50 and 107.6% above the Real Estate industry median of 1.70. Balwin Properties' overall GF Score™ is 49/100 with 9 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 Balwin Properties (JSE:BWN), the current ROA % is 3.53% as of Feb. 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 Balwin Properties (JSE:BWN) Overvalued in 2026?

Based on GuruFocus' analysis, Balwin Properties stock appears to be overvalued. The current stock price of R4.20 is trading 81% above its estimated GF Value™ of R2.32. GuruFocus considers Balwin Properties to be Significantly Overvalued.

Key valuation signals for JSE:BWN:

  • ROA %: 3.53% (46% below median its 10-year median of 6.50)
  • GF Value™: R2.32 vs. price of R4.20 (81% above fair value)
  • GF Score™: 49/100 with 9 warning signs
  • Industry Position: 107.6% above the Real Estate median (#664 of 1801)

No single metric tells the full story. See the JSE:BWN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Balwin Properties Business Description

Address 105 Corlett Drive, Melrose, Johannesburg, GT, ZAF, 2196
Balwin Properties Ltd is engaged in residential property development and sale of sectional title estates, bond origination, information and communication technology services, rental of commercial property and other annuity based services provided to the residential developments. Its operating segments include Sale of apartments and land; Provision of services to residential estates; Bond commission; property rental; and Balwin Foundation. It derives majority of the revenue from Residential and commercial property rental segment.
49GF Score

Get the complete analysis for JSE:BWN

ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R4.20
Price
R2.32
GF Value