Stack Capital GroupMEX:STCKN 32 ROA % is 27.96% as of Mar. 2026, which is 326% above its 10-year median of 6.56. GuruFocus rates MEX:STCKN with a GF Score™ of 32/100 and a GF Value™ of MXN1,727.08 (Possible Value Trap). The stock has 2 warning signs investors should review. Among 1,635 Asset Management companies, Stack Capital Group ranks better than 95.35% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Stack Capital Group's annualizedNet Income for the quarter that ended in Mar. 2026 was MXN826.7 Mil.
Stack Capital Group's average Total Assets over the quarter that ended in Mar. 2026 was MXN2,956.3 Mil. Therefore, Stack Capital Group's annualized ROA % for the quarter that ended in Mar. 2026 was 27.96%.
The historical rank and industry rank for Stack Capital Group's ROA % or its related term are showing as below:
MEX:STCKN'
s ROA % Range Over the Past 10 Years
Min: -4.23 Med: 6.56 Max: 31.41
Current: 31.41
During the past 5 years, Stack Capital Group's highest ROA % was 31.41%. The lowest was -4.23%. And the median was 6.56%.
MEX:STCKN's ROA % is ranked better than 95.35% of 1635
companies
in the Asset Management industry
Industry Median: 3.97
vs MEX:STCKN: 31.41
Stack Capital Group (MEX:STCKN) 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.
Stack Capital Group ROA % Related Terms
Stack Capital Group ROA % Historical Data
* Premium members only.
The historical data trend for Stack Capital Group'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, Stack Capital Group'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.
Stack Capital Group ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Stack Capital Group's ROA % distribution charts can be found below:
* The bar in red indicates where Stack Capital Group'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.
Stack Capital Group (MEX:STCKN) has a ROA % of 27.96% 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 Stack Capital Group and its competitors. This is 326% above median its historical median of 6.56. According to the industry distribution chart, Stack Capital Group ranks #76 out of 1635 companies in the Asset Management industry, placing it in the top 4.6%.
Is Stack Capital Group's ROA % too high?
Stack Capital Group's current ROA % of 27.96% is 326% above median its 10-year median of 6.56. The Asset Management industry median ROA % is 3.97. Stack Capital Group's value of 27.96% is 604.3% above this industry median. Based on the distribution chart, Stack Capital Group ranks #76 out of 1635 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Stack Capital Group has a GF Score™ of 32/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Stack Capital Group's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Stack Capital Group ranks #76 out of 1635 companies for ROA %. This places Stack Capital Group in the top 5% of its industry — outperforming the majority of peers. The industry median ROA % is 3.97. Stack Capital Group's value of 27.96% is 604.3% above this benchmark. While the company's 10-year median is 6.56 vs. the industry median of 3.97, Stack Capital Group 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 3.97, based on 1,635 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. Stack Capital Group's current ROA % of 27.96% is 604.3% 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 Stack Capital Group and its competitors. For the Asset Management industry, the median ROA % is 3.97 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Stack Capital Group's current ROA % is 27.96%, which is 326% above median its own 10-year median of 6.56. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Stack Capital Group stock overvalued right now?
Based on GuruFocus' analysis, Stack Capital Group (MEX:STCKN) is currently considered Possible Value Trap. The stock's GF Value™ is MXN1,727.08, compared to a current price of MXN440.00 — trading 74.5% below its estimated fair value. The current ROA % is 27.96%, which is 326% above median its 10-year median of 6.56 and 604.3% above the Asset Management industry median of 3.97. Stack Capital Group's overall GF Score™ is 32/100 with 2 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 Stack Capital Group (MEX:STCKN), the current ROA % is 27.96% 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 Stack Capital Group (MEX:STCKN) Overvalued in 2026?
Based on GuruFocus' analysis, Stack Capital Group stock appears to be undervalued.
The current stock price of MXN440.00 is trading 74.5% below its estimated GF Value™ of MXN1,727.08.
GuruFocus considers Stack Capital Group to be Possible Value Trap.
Key valuation signals for MEX:STCKN:
ROA %: 27.96% (326% above median its 10-year median of 6.56)
GF Value™: MXN1,727.08 vs. price of MXN440.00 (74.5% below fair value)
Industry Position: 604.3% above the Asset Management median (#76 of 1635)
No single metric tells the full story. See the MEX:STCKN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Stack Capital Group Inc is a newly formed investment holding company. Its business objective is to invest in equity, debt, and other securities of growth-to-late-stage private businesses. United States. Its business objective is to maximize its long-term capital appreciation by seeking to achieve superior risk-adjusted investment performance.
32GF Score
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