Azimut Holding SpALTS:0MHJ -3.03%85 ROA % is 4.68% as of Mar. 2026, which is 4% above its 10-year median of 4.51. GuruFocus rates LTS:0MHJ with a GF Score™ of 85/100 and a GF Value™ of €28.28 (Modestly Overvalued). The stock has 5 warning signs investors should review. Among 1,632 Asset Management companies, Azimut Holding SpA ranks better than 55.76% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Azimut Holding SpA's annualizedNet Income for the quarter that ended in Mar. 2026 was €501 Mil.
Azimut Holding SpA's average Total Assets over the quarter that ended in Mar. 2026 was €10,711 Mil. Therefore, Azimut Holding SpA's annualized ROA % for the quarter that ended in Mar. 2026 was 4.68%.
The historical rank and industry rank for Azimut Holding SpA's ROA % or its related term are showing as below:
LTS:0MHJ'
s ROA % Range Over the Past 10 Years
Min: 1.61 Med: 4.51 Max: 6.58
Current: 5.16
During the past 13 years, Azimut Holding SpA's highest ROA % was 6.58%. The lowest was 1.61%. And the median was 4.51%.
LTS:0MHJ's ROA % is ranked better than 55.76% of 1632
companies
in the Asset Management industry
Industry Median: 3.99
vs LTS:0MHJ: 5.16
Azimut Holding SpA (LTS:0MHJ) 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 four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (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.
Azimut Holding SpA ROA % Related Terms
Azimut Holding SpA ROA % Historical Data
* Premium members only.
The historical data trend for Azimut Holding SpA'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 Asset Management subindustry, Azimut Holding SpA'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.
Azimut Holding SpA ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Azimut Holding SpA's ROA % distribution charts can be found below:
* The bar in red indicates where Azimut Holding SpA'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 four times the quarterly (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Azimut Holding SpA (LTS:0MHJ) has a ROA % of 4.68% 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 Azimut Holding SpA and its competitors. This is near median its historical median of 4.51. Over the past decade, Azimut Holding SpA's ROA % has ranged from 1.61 to 6.58. According to the industry distribution chart, Azimut Holding SpA ranks #722 out of 1632 companies in the Asset Management industry, placing it in the top 44.2%.
Is Azimut Holding SpA's ROA % too high?
Azimut Holding SpA's current ROA % of 4.68% is near median its 10-year median of 4.51. Over the past 10 years, this metric has ranged from a low of 1.61 to a high of 6.58. The Asset Management industry median ROA % is 3.99. Azimut Holding SpA's value of 4.68% is 17.3% above this industry median. Based on the distribution chart, Azimut Holding SpA ranks #722 out of 1632 companies in the Asset Management industry, which is above the industry midpoint. Overall, Azimut Holding SpA has a GF Score™ of 85/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Azimut Holding SpA's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Azimut Holding SpA ranks #722 out of 1632 companies for ROA %. This puts Azimut Holding SpA in the upper half of its industry. The industry median ROA % is 3.99. Azimut Holding SpA's value of 4.68% is 17.3% above this benchmark. Historically, Azimut Holding SpA's own ROA % has ranged from 1.61 to 6.58 over the past decade. While the company's 10-year median is 4.51 vs. the industry median of 3.99, Azimut Holding SpA 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 Asset Management company?
The median ROA % among Asset Management companies is 3.99, based on 1,632 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. Azimut Holding SpA's current ROA % of 4.68% is 17.3% 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 Azimut Holding SpA and its competitors. For the Asset Management industry, the median ROA % is 3.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Azimut Holding SpA's current ROA % is 4.68%, which is near median its own 10-year median of 4.51. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Azimut Holding SpA stock overvalued right now?
Based on GuruFocus' analysis, Azimut Holding SpA (LTS:0MHJ) is currently considered Modestly Overvalued. The stock's GF Value™ is €28.28, compared to a current price of €35.42 — trading 25.2% above its estimated fair value. The current ROA % is 4.68%, which is near median its 10-year median of 4.51 and 17.3% above the Asset Management industry median of 3.99. Azimut Holding SpA's overall GF Score™ is 85/100 with 5 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 Azimut Holding SpA (LTS:0MHJ), the current ROA % is 4.68% 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 Azimut Holding SpA (LTS:0MHJ) Overvalued in 2026?
Based on GuruFocus' analysis, Azimut Holding SpA stock appears to be overvalued.
The current stock price of €35.42 is trading 25.2% above its estimated GF Value™ of €28.28.
GuruFocus considers Azimut Holding SpA to be Modestly Overvalued.
Key valuation signals for LTS:0MHJ:
ROA %: 4.68% (near median its 10-year median of 4.51)
GF Value™: €28.28 vs. price of €35.42 (25.2% above fair value)
Industry Position: 17.3% above the Asset Management median (#722 of 1632)
No single metric tells the full story. See the LTS:0MHJ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Azimut Holding SpA is a large independent asset management firm operating primarily in Italy but with an increasingly global presence. In Italy, its capital management division sells and manages Italian mutual funds, Italian hedge funds, and is active in the discretionary management of individual investment portfolios. Its international business operations involve the sale, management, and distribution of financial and insurance products. Its portfolio solutions encompass a broad array of strategies that cut across various traditional and alternative asset classes. A majority of its revenue is derived from recurring fees from assets under management.
85GF Score
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