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Uniper SE (LTS:0RJ4) ROA % : 3.54% (As of Mar. 2024)


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What is Uniper SE ROA %?

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Uniper SE's annualized Net Income for the quarter that ended in Mar. 2024 was €1,848 Mil. Uniper SE's average Total Assets over the quarter that ended in Mar. 2024 was €52,183 Mil. Therefore, Uniper SE's annualized ROA % for the quarter that ended in Mar. 2024 was 3.54%.

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

LTS:0RJ4' s ROA % Range Over the Past 10 Years
Min: -15.16   Med: -2.48   Max: 7.14
Current: 0.06

During the past 11 years, Uniper SE's highest ROA % was 7.14%. The lowest was -15.16%. And the median was -2.48%.

LTS:0RJ4's ROA % is ranked worse than
67.19% of 442 companies
in the Utilities - Independent Power Producers industry
Industry Median: 1.945 vs LTS:0RJ4: 0.06

Uniper SE ROA % Historical Data

The historical data trend for Uniper SE'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.

Uniper SE ROA % Chart

Uniper SE Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.29 0.95 -4.93 -15.16 7.14

Uniper SE Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
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 26.19 14.04 2.16 -24.25 3.54

Competitive Comparison of Uniper SE's ROA %

For the Utilities - Independent Power Producers subindustry, Uniper SE'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.


Uniper SE's ROA % Distribution in the Utilities - Independent Power Producers Industry

For the Utilities - Independent Power Producers industry and Utilities sector, Uniper SE's ROA % distribution charts can be found below:

* The bar in red indicates where Uniper SE's ROA % falls into.



Uniper SE ROA % Calculation

Uniper SE'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 )
=6308/( (121802+54961)/ 2 )
=6308/88381.5
=7.14 %

Uniper SE's annualized ROA % for the quarter that ended in Mar. 2024 is calculated as:

ROA %=Net Income (Q: Mar. 2024 )/( (Total Assets (Q: Dec. 2023 )+Total Assets (Q: Mar. 2024 ))/ count )
=1848/( (54961+49404)/ 2 )
=1848/52182.5
=3.54 %

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


Uniper SE  (LTS:0RJ4) 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: Mar. 2024 )
=Net Income/Total Assets
=1848/52182.5
=(Net Income / Revenue)*(Revenue / Total Assets)
=(1848 / 71924)*(71924 / 52182.5)
=Net Margin %*Asset Turnover
=2.57 %*1.3783
=3.54 %

Note: The Net Income data used here is four times the quarterly (Mar. 2024) net income data. The Revenue data used here is four times the quarterly (Mar. 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.


Uniper SE ROA % Related Terms

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Uniper SE (LTS:0RJ4) Business Description

Traded in Other Exchanges
Address
Holzstrasse 6, Dusseldorf, DEU, 40221
Uniper SE is a Germany-based energy generation and energy trading company. The firm operates through three segments: European Generation, Global Commodities, Russian Power Generation and Administration/Consolidation. The European Generation segment generates power and owns coal, gas, oil and combined gas and steam power plants, hydroelectric power plants, nuclear power stations in Sweden, a biomass plant in France, as well as solar and wind power facilities; the Global Commodities segment bundles the energy trading activities, and the Russian Power Generation segment comprises power generation business of Uniper Group in Russia. The Global Commodities segment is responsible for a large majority of revenue.

Uniper SE (LTS:0RJ4) Headlines

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