Siemens Healthineers AG (MEX:SHL N) ROA %: 4.52% (As of Mar. 2026) — 19% Below Median


MEX:SHL N Siemens Healthineers AG MEX:SHL N
72 GF Score
Price MXN918.93
GF Value MXN1,405.64
! 5 Warning Signs
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What is Siemens Healthineers AG ROA %?

Siemens Healthineers AG MEX:SHL N 72 ROA % is 4.52% as of Mar. 2026, which is 19% below its 10-year median of 5.61. GuruFocus rates MEX:SHL N with a GF Score™ of 72/100 and a GF Value™ of MXN1,405.64. The stock has 5 warning signs investors should review. Among 857 Medical Devices & Instruments companies, Siemens Healthineers AG ranks better than 68.61% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Siemens Healthineers AG's annualized Net Income for the quarter that ended in Mar. 2026 was MXN42,194 Mil. Siemens Healthineers AG's average Total Assets over the quarter that ended in Mar. 2026 was MXN933,771 Mil. Therefore, Siemens Healthineers AG's annualized ROA % for the quarter that ended in Mar. 2026 was 4.52%.

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

MEX:SHL N' s ROA % Range Over the Past 10 Years
Min: 3.15   Med: 5.61   Max: 7.61
Current: 4.66

During the past 11 years, Siemens Healthineers AG's highest ROA % was 7.61%. The lowest was 3.15%. And the median was 5.61%.

MEX:SHL N's ROA % is ranked better than
68.61% of 857 companies
in the Medical Devices & Instruments industry
Industry Median: 0.59 vs MEX:SHL N: 4.66

Siemens Healthineers AG  (MEX:SHL N) 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. 2026 )
=Net Income/Total Assets
=42194.432/933771.1335
=(Net Income / Revenue)*(Revenue / Total Assets)
=(42194.432 / 473645.02)*(473645.02 / 933771.1335)
=Net Margin %*Asset Turnover
=8.91 %*0.5072
=4.52 %

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.


Siemens Healthineers AG ROA % Related Terms


Siemens Healthineers AG ROA % Historical Data

* Premium members only.

The historical data trend for Siemens Healthineers 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.

Siemens Healthineers AG ROA % Chart

Siemens Healthineers AG Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.99 4.07 3.04 4.53 4.71

Siemens Healthineers AG Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 4.48 4.78 5.26 4.01 4.52

MEX:SHL N vs ABT, SYK, MDT: ROA % Comparison

For the Medical Devices subindustry, Siemens Healthineers 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.


Siemens Healthineers AG ROA % vs Medical Devices & Instruments Industry

For the Medical Devices & Instruments industry and Healthcare sector, Siemens Healthineers AG's ROA % distribution charts can be found below:

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


MEX:SHL N
72GF Score
Siemens Healthineers AG MEX:SHL N
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Siemens Healthineers AG ROA % Calculation

Siemens Healthineers AG's annualized ROA % for the fiscal year that ended in Sep. 2025 is calculated as:

ROA %=Net Income (A: Sep. 2025 )/( (Total Assets (A: Sep. 2024 )+Total Assets (A: Sep. 2025 ))/ count )
=46161.931/( (1006478.098+955319.43)/ 2 )
=46161.931/980898.764
=4.71 %

Siemens Healthineers AG's annualized ROA % for the quarter that ended in Mar. 2026 is calculated as:

ROA %=Net Income (Q: Mar. 2026 )/( (Total Assets (Q: Dec. 2025 )+Total Assets (Q: Mar. 2026 ))/ count )
=42194.432/( (933302.478+934239.789)/ 2 )
=42194.432/933771.1335
=4.52 %

* 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.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 4.52% mean?
Siemens Healthineers AG (MEX:SHL N) has a ROA % of 4.52% 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 Siemens Healthineers AG and its competitors. This is 19% below median its historical median of 5.61. Over the past decade, Siemens Healthineers AG's ROA % has ranged from 3.15 to 7.61. According to the industry distribution chart, Siemens Healthineers AG ranks #269 out of 857 companies in the Medical Devices & Instruments industry, placing it in the top 31.4%.
Is Siemens Healthineers AG's ROA % too high?
Siemens Healthineers AG's current ROA % of 4.52% is 19% below median its 10-year median of 5.61. Over the past 10 years, this metric has ranged from a low of 3.15 to a high of 7.61. The Medical Devices & Instruments industry median ROA % is 0.59. Siemens Healthineers AG's value of 4.52% is 666.1% above this industry median. Based on the distribution chart, Siemens Healthineers AG ranks #269 out of 857 companies in the Medical Devices & Instruments industry, which is above the industry midpoint. Overall, Siemens Healthineers AG has a GF Score™ of 72/100, reflecting its overall financial health beyond just this single metric.
How does Siemens Healthineers AG's ROA % compare to ABT and SYK?
According to the Medical Devices & Instruments industry distribution chart, Siemens Healthineers AG ranks #269 out of 857 companies for ROA %. This puts Siemens Healthineers AG in the upper half of its industry. The industry median ROA % is 0.59. Siemens Healthineers AG's value of 4.52% is 666.1% above this benchmark. Historically, Siemens Healthineers AG's own ROA % has ranged from 3.15 to 7.61 over the past decade. While the company's 10-year median is 5.61 vs. the industry median of 0.59, Siemens Healthineers AG 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 a Medical Devices & Instruments company?
The median ROA % among Medical Devices & Instruments companies is 0.59, based on 857 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. Siemens Healthineers AG's current ROA % of 4.52% is 666.1% 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 Siemens Healthineers AG and its competitors. For the Medical Devices & Instruments industry, the median ROA % is 0.59 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Siemens Healthineers AG's current ROA % is 4.52%, which is 19% below median its own 10-year median of 5.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Siemens Healthineers AG stock overvalued right now?
Siemens Healthineers AG (MEX:SHL N) has a current ROA % of 4.52%. The stock's GF Value™ is MXN1,405.64, compared to a current price of MXN918.93 — trading 34.6% below its estimated fair value. The current ROA % is 4.52%, which is 19% below median its 10-year median of 5.61 and 666.1% above the Medical Devices & Instruments industry median of 0.59. Siemens Healthineers AG's overall GF Score™ is 72/100 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 Siemens Healthineers AG (MEX:SHL N), the current ROA % is 4.52% 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 Siemens Healthineers AG (MEX:SHL N) Overvalued in 2026?

Based on GuruFocus' analysis, Siemens Healthineers AG stock appears to be undervalued. The current stock price of MXN918.93 is trading 34.6% below its estimated GF Value™ of MXN1,405.64.

Key valuation signals for MEX:SHL N:

  • ROA %: 4.52% (19% below median its 10-year median of 5.61)
  • GF Value™: MXN1,405.64 vs. price of MXN918.93 (34.6% below fair value)
  • GF Score™: 72/100 with 5 warning signs
  • Industry Position: 666.1% above the Medical Devices & Instruments median (#269 of 857)

No single metric tells the full story. See the MEX:SHL N stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Siemens Healthineers AG Business Description

Address Siemensstrasse 3, Forchheim, BY, DEU, 91301
Siemens Healthineers is engaged in therapeutic imaging, radiotherapy, laboratory, and point-of-care diagnostics. The imaging segment (56% of sales in fiscal 2025) includes magnetic resonance imaging, computed tomography, X-ray systems, molecular imaging, and ultrasound. The Varian segment (18% of sales) offers radiotherapy and other oncology solutions. The diagnostics segment (19%) includes in vitro diagnostics and point-of-care diagnostics. The advanced therapies (now part of precision therapy) segment (9%) products are designed to support image-guided minimally invasive treatments in cardiology, interventional radiology, and surgery. The Americas represents 44% of total sales, Europe, Middle East, and Africa 32%, and Asia-Pacific, including China (11%), the remainder.
72GF Score

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ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN918.93
Price
MXN1,405.64
GF Value