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Luz Del SurALIM:LUSURC1 54 ROA % is 6.02% as of Dec. 2025, which is 29% below its 10-year median of 8.46. GuruFocus rates LIM:LUSURC1 with a GF Score™ of 54/100 and a GF Value™ of S/.16.90 (Modestly Undervalued). The stock has 8 warning signs investors should review. Among 509 Utilities - Regulated companies, Luz Del SurA ranks better than 80.94% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Luz Del SurA's annualizedNet Income for the quarter that ended in Dec. 2025 was S/.716 Mil.
Luz Del SurA's average Total Assets over the quarter that ended in Dec. 2025 was S/.11,896 Mil. Therefore, Luz Del SurA's annualized ROA % for the quarter that ended in Dec. 2025 was 6.02%.
The historical rank and industry rank for Luz Del SurA's ROA % or its related term are showing as below:
LIM:LUSURC1'
s ROA % Range Over the Past 10 Years
Min: 6.02 Med: 8.46 Max: 9.33
Current: 6.02
During the past 13 years, Luz Del SurA's highest ROA % was 9.33%. The lowest was 6.02%. And the median was 8.46%.
LIM:LUSURC1's ROA % is ranked better than 80.94% of 509
companies
in the Utilities - Regulated industry
Industry Median: 3.05
vs LIM:LUSURC1: 6.02
Luz Del SurA (LIM:LUSURC1) 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 one times the annual (Dec. 2025) net income data. The Revenue data used here is one times the 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.
Luz Del SurA ROA % Related Terms
Luz Del SurA ROA % Historical Data
* Premium members only.
The historical data trend for Luz Del SurA'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 Utilities - Regulated Electric subindustry, Luz Del SurA'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.
Luz Del SurA ROA % vs Utilities - Regulated Industry
For the Utilities - Regulated industry and Utilities sector, Luz Del SurA's ROA % distribution charts can be found below:
* The bar in red indicates where Luz Del SurA'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 one times the annual (Dec. 2025) net income data.
ROA % is displayed in the 30-year financial page.
Luz Del SurA (LIM:LUSURC1) has a ROA % of 6.02% 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 Luz Del SurA and its competitors. This is 29% below median its historical median of 8.46. Over the past decade, Luz Del SurA's ROA % has ranged from 6.02 to 9.33. According to the industry distribution chart, Luz Del SurA ranks #97 out of 509 companies in the Utilities - Regulated industry, placing it in the top 19.1%.
Is Luz Del SurA's ROA % too high?
Luz Del SurA's current ROA % of 6.02% is 29% below median its 10-year median of 8.46. Over the past 10 years, this metric has ranged from a low of 6.02 to a high of 9.33. The Utilities - Regulated industry median ROA % is 3.05. Luz Del SurA's value of 6.02% is 97.4% above this industry median. Based on the distribution chart, Luz Del SurA ranks #97 out of 509 companies in the Utilities - Regulated industry, which is in the top quartile — a strong position relative to peers. Overall, Luz Del SurA has a GF Score™ of 54/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Luz Del SurA's ROA % compare to NEE and SO?
According to the Utilities - Regulated industry distribution chart, Luz Del SurA ranks #97 out of 509 companies for ROA %. This places Luz Del SurA in the top 19% of its industry — outperforming the majority of peers. The industry median ROA % is 3.05. Luz Del SurA's value of 6.02% is 97.4% above this benchmark. Historically, Luz Del SurA's own ROA % has ranged from 6.02 to 9.33 over the past decade. While the company's 10-year median is 8.46 vs. the industry median of 3.05, Luz Del SurA 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 Utilities - Regulated company?
The median ROA % among Utilities - Regulated companies is 3.05, based on 509 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. Luz Del SurA's current ROA % of 6.02% is 97.4% 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 Luz Del SurA and its competitors. For the Utilities - Regulated industry, the median ROA % is 3.05 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Luz Del SurA's current ROA % is 6.02%, which is 29% below median its own 10-year median of 8.46. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Luz Del SurA stock overvalued right now?
Based on GuruFocus' analysis, Luz Del SurA (LIM:LUSURC1) is currently considered Modestly Undervalued. The stock's GF Value™ is S/.16.90, compared to a current price of S/.13.15 — trading 22.2% below its estimated fair value. The current ROA % is 6.02%, which is 29% below median its 10-year median of 8.46 and 97.4% above the Utilities - Regulated industry median of 3.05. Luz Del SurA's overall GF Score™ is 54/100 with 8 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 Luz Del SurA (LIM:LUSURC1), the current ROA % is 6.02% 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 Luz Del SurA (LIM:LUSURC1) Overvalued in 2026?
Based on GuruFocus' analysis, Luz Del SurA stock appears to be undervalued.
The current stock price of S/.13.15 is trading 22.2% below its estimated GF Value™ of S/.16.90.
GuruFocus considers Luz Del SurA to be Modestly Undervalued.
Key valuation signals for LIM:LUSURC1:
ROA %: 6.02% (29% below median its 10-year median of 8.46)
GF Value™: S/.16.90 vs. price of S/.13.15 (22.2% below fair value)
Industry Position: 97.4% above the Utilities - Regulated median (#97 of 509)
No single metric tells the full story. See the LIM:LUSURC1 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Luz Del Sur SAA is a Peru-based electric power distribution company which provides service to approximately 900 thousand clients. The company also provides other services such as maintenance of internal installations and electrical networks, as well as energy diagnoses. It also focuses on expansion and improvement of the electrical grid, construction of transmission and distribution substations, and purchase of machinery and equipment.
54GF Score
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