GURUFOCUS.COM » STOCK LIST » Real Estate » REITs » Schroder Real Estate IT Ltd (LSE:SREI) » Definitions » ROA %

Schroder Real Estate IT (LSE:SREI) ROA % : 4.88% (As of Sep. 2024)


View and export this data going back to 2004. Start your Free Trial

What is Schroder Real Estate IT ROA %?

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Schroder Real Estate IT's annualized Net Income for the quarter that ended in Sep. 2024 was £23.44 Mil. Schroder Real Estate IT's average Total Assets over the quarter that ended in Sep. 2024 was £480.27 Mil. Therefore, Schroder Real Estate IT's annualized ROA % for the quarter that ended in Sep. 2024 was 4.88%.

The historical rank and industry rank for Schroder Real Estate IT's ROA % or its related term are showing as below:

LSE:SREI' s ROA % Range Over the Past 10 Years
Min: -10.57   Med: 3.9   Max: 17.78
Current: 2.34

During the past 13 years, Schroder Real Estate IT's highest ROA % was 17.78%. The lowest was -10.57%. And the median was 3.90%.

LSE:SREI's ROA % is ranked worse than
51.14% of 923 companies
in the REITs industry
Industry Median: 2.45 vs LSE:SREI: 2.34

Schroder Real Estate IT ROA % Historical Data

The historical data trend for Schroder Real Estate IT'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.

Schroder Real Estate IT ROA % Chart

Schroder Real Estate IT Annual Data
Trend Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -6.70 1.00 17.78 -10.57 0.62

Schroder Real Estate IT Semi-Annual Data
Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24
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 0.98 -22.03 1.43 -0.19 4.88

Competitive Comparison of Schroder Real Estate IT's ROA %

For the REIT - Diversified subindustry, Schroder Real Estate IT'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.


Schroder Real Estate IT's ROA % Distribution in the REITs Industry

For the REITs industry and Real Estate sector, Schroder Real Estate IT's ROA % distribution charts can be found below:

* The bar in red indicates where Schroder Real Estate IT's ROA % falls into.



Schroder Real Estate IT ROA % Calculation

Schroder Real Estate IT's annualized ROA % for the fiscal year that ended in Mar. 2024 is calculated as:

ROA %=Net Income (A: Mar. 2024 )/( (Total Assets (A: Mar. 2023 )+Total Assets (A: Mar. 2024 ))/ count )
=3.017/( (490.262+478.033)/ 2 )
=3.017/484.1475
=0.62 %

Schroder Real Estate IT's annualized ROA % for the quarter that ended in Sep. 2024 is calculated as:

ROA %=Net Income (Q: Sep. 2024 )/( (Total Assets (Q: Mar. 2024 )+Total Assets (Q: Sep. 2024 ))/ count )
=23.436/( (478.033+482.506)/ 2 )
=23.436/480.2695
=4.88 %

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


Schroder Real Estate IT  (LSE:SREI) 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: Sep. 2024 )
=Net Income/Total Assets
=23.436/480.2695
=(Net Income / Revenue)*(Revenue / Total Assets)
=(23.436 / 28.812)*(28.812 / 480.2695)
=Net Margin %*Asset Turnover
=81.34 %*0.06
=4.88 %

Note: The Net Income data used here is two times the semi-annual (Sep. 2024) net income data. The Revenue data used here is two times the semi-annual (Sep. 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.


Schroder Real Estate IT ROA % Related Terms

Thank you for viewing the detailed overview of Schroder Real Estate IT's ROA % provided by GuruFocus.com. Please click on the following links to see related term pages.


Schroder Real Estate IT Business Description

Traded in Other Exchanges
Address
Rue du Pre, North Suite 2, Town Mills, Saint Peter Port, GGY, GY1 1LT
Schroder Real Estate IT Ltd is a real estate investment company. The company provides shareholders with income together with the potential for income and capital growth through investing in United Kingdom commercial property. Its only reporting segments is property investment. Geographically, the company operates in the United Kingdom. Its portfolio invests in the three main United Kingdom commercial real estate sectors of office, industrial and retail, and in other sectors including residential, leisure, healthcare and student accommodation.

Schroder Real Estate IT Headlines

No Headlines