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UniCap Investment And FinanceKC (KUW:UNICAP) ROA % : 0.82% (As of Nov. 2024)


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What is UniCap Investment And FinanceKC ROA %?

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. UniCap Investment And FinanceKC's annualized Net Income for the quarter that ended in Nov. 2024 was KWD0.46 Mil. UniCap Investment And FinanceKC's average Total Assets over the quarter that ended in Nov. 2024 was KWD56.03 Mil. Therefore, UniCap Investment And FinanceKC's annualized ROA % for the quarter that ended in Nov. 2024 was 0.82%.

The historical rank and industry rank for UniCap Investment And FinanceKC's ROA % or its related term are showing as below:

KUW:UNICAP' s ROA % Range Over the Past 10 Years
Min: -9.58   Med: 0.07   Max: 5.01
Current: -5.58

During the past 13 years, UniCap Investment And FinanceKC's highest ROA % was 5.01%. The lowest was -9.58%. And the median was 0.07%.

KUW:UNICAP's ROA % is ranked worse than
57.93% of 511 companies
in the Diversified Financial Services industry
Industry Median: -1.81 vs KUW:UNICAP: -5.58

UniCap Investment And FinanceKC ROA % Historical Data

The historical data trend for UniCap Investment And FinanceKC'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.

* Premium members only.

UniCap Investment And FinanceKC ROA % Chart

UniCap Investment And FinanceKC Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Aug23 Aug24
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -1.03 -9.58 -8.36 -2.04 -5.49

UniCap Investment And FinanceKC Quarterly Data
Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Nov22 Feb23 May23 Aug23 Nov23 Feb24 May24 Aug24 Nov24
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 0.75 3.31 -1.66 -24.53 0.82

Competitive Comparison of UniCap Investment And FinanceKC's ROA %

For the Financial Conglomerates subindustry, UniCap Investment And FinanceKC'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.


UniCap Investment And FinanceKC's ROA % Distribution in the Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, UniCap Investment And FinanceKC's ROA % distribution charts can be found below:

* The bar in red indicates where UniCap Investment And FinanceKC's ROA % falls into.



UniCap Investment And FinanceKC ROA % Calculation

UniCap Investment And FinanceKC's annualized ROA % for the fiscal year that ended in Aug. 2024 is calculated as:

ROA %=Net Income (A: Aug. 2024 )/( (Total Assets (A: Aug. 2023 )+Total Assets (A: Aug. 2024 ))/ count )
=-3.126/( (57.28+56.536)/ 2 )
=-3.126/56.908
=-5.49 %

UniCap Investment And FinanceKC's annualized ROA % for the quarter that ended in Nov. 2024 is calculated as:

ROA %=Net Income (Q: Nov. 2024 )/( (Total Assets (Q: Aug. 2024 )+Total Assets (Q: Nov. 2024 ))/ count )
=0.46/( (56.536+55.514)/ 2 )
=0.46/56.025
=0.82 %

* 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 (Nov. 2024) net income data. ROA % is displayed in the 30-year financial page.


UniCap Investment And FinanceKC  (KUW:UNICAP) 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: Nov. 2024 )
=Net Income/Total Assets
=0.46/56.025
=(Net Income / Revenue)*(Revenue / Total Assets)
=(0.46 / 10.104)*(10.104 / 56.025)
=Net Margin %*Asset Turnover
=4.55 %*0.1803
=0.82 %

Note: The Net Income data used here is four times the quarterly (Nov. 2024) net income data. The Revenue data used here is four times the quarterly (Nov. 2024) 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.


UniCap Investment And FinanceKC ROA % Related Terms

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UniCap Investment And FinanceKC Business Description

Traded in Other Exchanges
N/A
Address
Omar Bin Al-Khattab Street, Kuwait Business Tower (KBT) - 10th Floor, P.O. Box 2290, Sharq, Murgab - Block 3, Kuwait, KWT, 13021
UniCap Investment And Finance SAKC is an investment holding company. The company's operating segments include Financing; Investment; Real estate and Education. It derives maximum revenue from the Education segment. The Education segment includes operating and managing schools. Its Financing segment provides a range of commercial and personal loans to customers. The Real estate segment includes trading, development, and management of properties owned by the group. Its Investment segment includes managing direct investments and investments in subsidiaries and associates.

UniCap Investment And FinanceKC Headlines

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