Cake Box HoldingsLSE:CBOX 87 ROA % is 10.56% as of Mar. 2026, which is 53% below its 10-year median of 22.63. GuruFocus rates LSE:CBOX with a GF Score™ of 87/100 and a GF Value™ of £2.51 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 312 Retail - Defensive companies, Cake Box Holdings ranks better than 83.65% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Cake Box Holdings's annualizedNet Income for the quarter that ended in Mar. 2026 was £6.56 Mil.
Cake Box Holdings's average Total Assets over the quarter that ended in Mar. 2026 was £62.15 Mil. Therefore, Cake Box Holdings's annualized ROA % for the quarter that ended in Mar. 2026 was 10.56%.
The historical rank and industry rank for Cake Box Holdings's ROA % or its related term are showing as below:
LSE:CBOX'
s ROA % Range Over the Past 10 Years
Min: 8.33 Med: 22.63 Max: 38.6
Current: 8.44
During the past 11 years, Cake Box Holdings's highest ROA % was 38.60%. The lowest was 8.33%. And the median was 22.63%.
LSE:CBOX's ROA % is ranked better than 83.65% of 312
companies
in the Retail - Defensive industry
Industry Median: 3.615
vs LSE:CBOX: 8.44
Cake Box Holdings (LSE:CBOX) 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.
Cake Box Holdings ROA % Related Terms
Cake Box Holdings ROA % Historical Data
* Premium members only.
The historical data trend for Cake Box Holdings'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 Grocery Stores subindustry, Cake Box 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.
Cake Box Holdings ROA % vs Retail - Defensive Industry
For the Retail - Defensive industry and Consumer Defensive sector, Cake Box Holdings's ROA % distribution charts can be found below:
* The bar in red indicates where Cake Box 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.
Cake Box Holdings (LSE:CBOX) has a ROA % of 10.56% 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 Cake Box Holdings and its competitors. This is 53% below median its historical median of 22.63. Over the past decade, Cake Box Holdings' ROA % has ranged from 8.33 to 38.60. According to the industry distribution chart, Cake Box Holdings ranks #51 out of 312 companies in the Retail - Defensive industry, placing it in the top 16.3%.
Is Cake Box Holdings' ROA % too high?
Cake Box Holdings' current ROA % of 10.56% is 53% below median its 10-year median of 22.63. Over the past 10 years, this metric has ranged from a low of 8.33 to a high of 38.60. The Retail - Defensive industry median ROA % is 3.62. Cake Box Holdings' value of 10.56% is 192.1% above this industry median. Based on the distribution chart, Cake Box Holdings ranks #51 out of 312 companies in the Retail - Defensive industry, which is in the top quartile — a strong position relative to peers. Overall, Cake Box Holdings has a GF Score™ of 87/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Cake Box Holdings' ROA % compare to KR and SFM?
According to the Retail - Defensive industry distribution chart, Cake Box Holdings ranks #51 out of 312 companies for ROA %. This places Cake Box Holdings in the top 16% of its industry — outperforming the majority of peers. The industry median ROA % is 3.62. Cake Box Holdings' value of 10.56% is 192.1% above this benchmark. Historically, Cake Box Holdings' own ROA % has ranged from 8.33 to 38.60 over the past decade. While the company's 10-year median is 22.63 vs. the industry median of 3.62, Cake Box Holdings 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 Retail - Defensive company?
The median ROA % among Retail - Defensive companies is 3.62, based on 312 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. Cake Box Holdings's current ROA % of 10.56% is 192.1% 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 Cake Box Holdings and its competitors. For the Retail - Defensive industry, the median ROA % is 3.62 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Cake Box Holdings's current ROA % is 10.56%, which is 53% below median its own 10-year median of 22.63. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Cake Box Holdings stock overvalued right now?
Based on GuruFocus' analysis, Cake Box Holdings (LSE:CBOX) is currently considered Modestly Undervalued. The stock's GF Value™ is £2.51, compared to a current price of £2.03 — trading 19.3% below its estimated fair value. The current ROA % is 10.56%, which is 53% below median its 10-year median of 22.63 and 192.1% above the Retail - Defensive industry median of 3.62. Cake Box Holdings' overall GF Score™ is 87/100 with 4 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 Cake Box Holdings (LSE:CBOX), the current ROA % is 10.56% 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 Cake Box Holdings (LSE:CBOX) Overvalued in 2026?
Based on GuruFocus' analysis, Cake Box Holdings stock appears to be undervalued.
The current stock price of £2.03 is trading 19.3% below its estimated GF Value™ of £2.51.
GuruFocus considers Cake Box Holdings to be Modestly Undervalued.
Key valuation signals for LSE:CBOX:
ROA %: 10.56% (53% below median its 10-year median of 22.63)
GF Value™: £2.51 vs. price of £2.03 (19.3% below fair value)
Industry Position: 192.1% above the Retail - Defensive median (#51 of 312)
No single metric tells the full story. See the LSE:CBOX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Cake Box Holdings PLC is a retailer of fresh cream cakes. It offers a range of cakes that include cupcakes, photo cakes, number cakes, fruit cakes, mehndi cakes, round cakes, kid's cakes, platter cakes, and wedding cakes. The company recognizes revenue revenue from Sale of sponges, fresh cream and other goods to franchisees, Online sales of cakes and related products to customers, Franchise package. Geographically, it derives revenue from the United Kingdom.
87GF Score
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