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Immofinanz AG (LTS:0PAN) ROA % : -4.25% (As of Dec. 2023)


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What is Immofinanz AG ROA %?

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Immofinanz AG's annualized Net Income for the quarter that ended in Dec. 2023 was €-404.4 Mil. Immofinanz AG's average Total Assets over the quarter that ended in Dec. 2023 was €9,520.3 Mil. Therefore, Immofinanz AG's annualized ROA % for the quarter that ended in Dec. 2023 was -4.25%.

The historical rank and industry rank for Immofinanz AG's ROA % or its related term are showing as below:

LTS:0PAN' s ROA % Range Over the Past 10 Years
Min: -8.03   Med: -0.13   Max: 5.87
Current: -1.91

During the past 13 years, Immofinanz AG's highest ROA % was 5.87%. The lowest was -8.03%. And the median was -0.13%.

LTS:0PAN's ROA % is ranked worse than
74.64% of 1826 companies
in the Real Estate industry
Industry Median: 1.14 vs LTS:0PAN: -1.91

Immofinanz AG ROA % Historical Data

The historical data trend for Immofinanz AG'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.

Immofinanz AG ROA % Chart

Immofinanz AG Annual Data
Trend Apr14 Apr15 Apr16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.87 -2.53 5.03 1.69 -1.85

Immofinanz AG Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
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 -5.12 0.95 -5.95 1.53 -4.25

Competitive Comparison of Immofinanz AG's ROA %

For the Real Estate - Diversified subindustry, Immofinanz AG'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.


Immofinanz AG's ROA % Distribution in the Real Estate Industry

For the Real Estate industry and Real Estate sector, Immofinanz AG's ROA % distribution charts can be found below:

* The bar in red indicates where Immofinanz AG's ROA % falls into.



Immofinanz AG ROA % Calculation

Immofinanz AG's annualized ROA % for the fiscal year that ended in Dec. 2023 is calculated as:

ROA %=Net Income (A: Dec. 2023 )/( (Total Assets (A: Dec. 2022 )+Total Assets (A: Dec. 2023 ))/ count )
=-180.316/( (9890.362+9649.917)/ 2 )
=-180.316/9770.1395
=-1.85 %

Immofinanz AG's annualized ROA % for the quarter that ended in Dec. 2023 is calculated as:

ROA %=Net Income (Q: Dec. 2023 )/( (Total Assets (Q: Sep. 2023 )+Total Assets (Q: Dec. 2023 ))/ count )
=-404.424/( (9390.663+9649.917)/ 2 )
=-404.424/9520.29
=-4.25 %

* 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 (Dec. 2023) net income data. ROA % is displayed in the 30-year financial page.


Immofinanz AG  (LTS:0PAN) 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: Dec. 2023 )
=Net Income/Total Assets
=-404.424/9520.29
=(Net Income / Revenue)*(Revenue / Total Assets)
=(-404.424 / -285.384)*(-285.384 / 9520.29)
=Net Margin %*Asset Turnover
=141.71 %*-0.03
=-4.25 %

Note: The Net Income data used here is four times the quarterly (Dec. 2023) net income data. The Revenue data used here is four times the quarterly (Dec. 2023) 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.


Immofinanz AG ROA % Related Terms

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Immofinanz AG (LTS:0PAN) Business Description

Traded in Other Exchanges
Address
Wienerbergstrasse 11, Vienna, AUT, 1100
Immofinanz AG is a real estate investment and development company in Europe. The company invests in commercial real estate in Western and Eastern Europe. Approximately one-third of the company's investment portfolio is in Austria with Poland closely behind. In addition to professional property management, the company develops shopping centers under the brands 'VIVO!' and 'STOP SHOP.' The company's shopping center brand, 'VIVO!' focuses on single-story mall complexes that offer parking and recreational activities. Nearly half of the company's investment portfolio consists of VIVO locations. STOP SHOP is the company's retail parks brand. The parks are set up like outlet malls and focus on providing discount retail options for consumers.

Immofinanz AG (LTS:0PAN) Headlines

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