GURUFOCUS.COM » STOCK LIST » Consumer Defensive » Consumer Packaged Goods » JDE Peets NV (MEX:JDEP) » Definitions » ROA %

JDE Peets NV (MEX:JDEP) ROA % : 3.21% (As of Jun. 2024)


View and export this data going back to 2023. Start your Free Trial

What is JDE Peets NV ROA %?

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. JDE Peets NV's annualized Net Income for the quarter that ended in Jun. 2024 was MXN14,277 Mil. JDE Peets NV's average Total Assets over the quarter that ended in Jun. 2024 was MXN444,234 Mil. Therefore, JDE Peets NV's annualized ROA % for the quarter that ended in Jun. 2024 was 3.21%.

The historical rank and industry rank for JDE Peets NV's ROA % or its related term are showing as below:

MEX:JDEP' s ROA % Range Over the Past 10 Years
Min: 1.41   Med: 1.95   Max: 3.61
Current: 2.33

During the past 8 years, JDE Peets NV's highest ROA % was 3.61%. The lowest was 1.41%. And the median was 1.95%.

MEX:JDEP's ROA % is ranked worse than
56.88% of 1920 companies
in the Consumer Packaged Goods industry
Industry Median: 3.315 vs MEX:JDEP: 2.33

JDE Peets NV ROA % Historical Data

The historical data trend for JDE Peets NV'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.

JDE Peets NV ROA % Chart

JDE Peets NV Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
ROA %
Get a 7-Day Free Trial 1.89 1.55 3.54 3.29 1.52

JDE Peets NV Semi-Annual Data
Dec17 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 4.39 2.28 1.67 1.50 3.21

Competitive Comparison of JDE Peets NV's ROA %

For the Packaged Foods subindustry, JDE Peets NV'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.


JDE Peets NV's ROA % Distribution in the Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, JDE Peets NV's ROA % distribution charts can be found below:

* The bar in red indicates where JDE Peets NV's ROA % falls into.



JDE Peets NV ROA % Calculation

JDE Peets NV'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 )
=6793.401/( (467284.424+428354.496)/ 2 )
=6793.401/447819.46
=1.52 %

JDE Peets NV's annualized ROA % for the quarter that ended in Jun. 2024 is calculated as:

ROA %=Net Income (Q: Jun. 2024 )/( (Total Assets (Q: Dec. 2023 )+Total Assets (Q: Jun. 2024 ))/ count )
=14277.454/( (428354.496+460112.641)/ 2 )
=14277.454/444233.5685
=3.21 %

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


JDE Peets NV  (MEX:JDEP) 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: Jun. 2024 )
=Net Income/Total Assets
=14277.454/444233.5685
=(Net Income / Revenue)*(Revenue / Total Assets)
=(14277.454 / 166044.422)*(166044.422 / 444233.5685)
=Net Margin %*Asset Turnover
=8.6 %*0.3738
=3.21 %

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


JDE Peets NV ROA % Related Terms

Thank you for viewing the detailed overview of JDE Peets NV's ROA % provided by GuruFocus.com. Please click on the following links to see related term pages.


JDE Peets NV Business Description

Address
Oosterdoksstraat 80, Amsterdam, NH, NLD, 1011 DK
Formed by a merger of D.E. Master Blenders and Mondelez International's coffee assets in 2015 and augmented by the acquisition of Peet's Coffee in 2019, JDE Peet's is the world's largest pure-play coffee and tea group by revenue, with operations in more than 100 developed and emerging countries. Its portfolio of over 50 brands includes global labels such as Peet's, Jacobs, L'Or, Senseo, Tassimo, and Pickwick; regional brands like Douwe Egberts, Stumptown, Kenco, Moccona, Intelligentsia, OldTown, Super, and Ofcay; and local marques such as Maison du Cafe in France, Harris in Australia, and Mighty Leaf Tea in the U.S. Offerings reach across the CPG, out-of-home, retail, and online channels. JDE Peet's was first listed in 2020, with Acorn Holdings and Mondelez owning the majority of shares.

JDE Peets NV Headlines

No Headlines