Sodexo (MEX:SWN) ROA %: 2.44% (As of Feb. 2026) — 38% Below Median


MEX:SWN Sodexo MEX:SWN
42 GF Score
Price MXN917.03
GF Value MXN3,109.81
Valuation Significantly Undervalued
! 9 Warning Signs
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What is Sodexo ROA %?

Sodexo MEX:SWN 42 ROA % is 2.44% as of Feb. 2026, which is 38% below its 10-year median of 3.94. GuruFocus rates MEX:SWN with a GF Score™ of 42/100 and a GF Value™ of MXN3,109.81 (Significantly Undervalued). The stock has 9 warning signs investors should review. Among 1,096 Business Services companies, Sodexo ranks worse than 53.83% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Sodexo's annualized Net Income for the quarter that ended in Feb. 2026 was MXN7,654 Mil. Sodexo's average Total Assets over the quarter that ended in Feb. 2026 was MXN313,645 Mil. Therefore, Sodexo's annualized ROA % for the quarter that ended in Feb. 2026 was 2.44%.

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

MEX:SWN' s ROA % Range Over the Past 10 Years
Min: -1.81   Med: 3.94   Max: 4.98
Current: 2.99

During the past 13 years, Sodexo's highest ROA % was 4.98%. The lowest was -1.81%. And the median was 3.94%.

MEX:SWN's ROA % is ranked worse than
53.83% of 1096 companies
in the Business Services industry
Industry Median: 3.455 vs MEX:SWN: 2.99

Sodexo  (MEX:SWN) 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: Feb. 2026 )
=Net Income/Total Assets
=7653.644/313645.039
=(Net Income / Revenue)*(Revenue / Total Assets)
=(7653.644 / 489222.582)*(489222.582 / 313645.039)
=Net Margin %*Asset Turnover
=1.56 %*1.5598
=2.44 %

Note: The Net Income data used here is two times the semi-annual (Feb. 2026) net income data. The Revenue data used here is two times the semi-annual (Feb. 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.


Sodexo ROA % Related Terms


Sodexo ROA % Historical Data

* Premium members only.

The historical data trend for Sodexo'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.

Sodexo ROA % Chart

Sodexo Annual Data
Trend Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24 Aug25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.73 3.24 3.62 1.03 4.68

Sodexo Semi-Annual Data
Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25 Feb26
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 -0.81 3.43 5.67 3.51 2.44

MEX:SWN vs CTAS, CPRT, GPN: ROA % Comparison

For the Specialty Business Services subindustry, Sodexo'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.


Sodexo ROA % vs Business Services Industry

For the Business Services industry and Industrials sector, Sodexo's ROA % distribution charts can be found below:

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


MEX:SWN
42GF Score
Sodexo MEX:SWN
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Sodexo ROA % Calculation

Sodexo's annualized ROA % for the fiscal year that ended in Aug. 2025 is calculated as:

ROA %=Net Income (A: Aug. 2025 )/( (Total Assets (A: Aug. 2024 )+Total Assets (A: Aug. 2025 ))/ count )
=15259.652/( (326743.161+326029.605)/ 2 )
=15259.652/326386.383
=4.68 %

Sodexo's annualized ROA % for the quarter that ended in Feb. 2026 is calculated as:

ROA %=Net Income (Q: Feb. 2026 )/( (Total Assets (Q: Aug. 2025 )+Total Assets (Q: Feb. 2026 ))/ count )
=7653.644/( (326029.605+301260.473)/ 2 )
=7653.644/313645.039
=2.44 %

* 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 (Feb. 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 2.44% mean?
Sodexo (MEX:SWN) has a ROA % of 2.44% as of Feb. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Sodexo and its competitors. This is 38% below median its historical median of 3.94. According to the industry distribution chart, Sodexo ranks #590 out of 1096 companies in the Business Services industry, placing it in the top 53.8%.
Is Sodexo's ROA % too high?
Sodexo's current ROA % of 2.44% is 38% below median its 10-year median of 3.94. The Business Services industry median ROA % is 3.46. Sodexo's value of 2.44% is 29.4% below this industry median. Based on the distribution chart, Sodexo ranks #590 out of 1096 companies in the Business Services industry, which is below the industry midpoint. Overall, Sodexo has a GF Score™ of 42/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Sodexo's ROA % compare to CTAS and CPRT?
According to the Business Services industry distribution chart, Sodexo ranks #590 out of 1096 companies for ROA %. This places Sodexo in the lower half of its industry. The industry median ROA % is 3.46. Sodexo's value of 2.44% is 29.4% below this benchmark. While the company's 10-year median is 3.94 vs. the industry median of 3.46, Sodexo has consistently been below 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 Business Services company?
The median ROA % among Business Services companies is 3.46, based on 1,096 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. Sodexo's current ROA % of 2.44% is 29.4% below 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 Sodexo and its competitors. For the Business Services industry, the median ROA % is 3.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sodexo's current ROA % is 2.44%, which is 38% below median its own 10-year median of 3.94. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sodexo stock overvalued right now?
Based on GuruFocus' analysis, Sodexo (MEX:SWN) is currently considered Significantly Undervalued. The stock's GF Value™ is MXN3,109.81, compared to a current price of MXN917.03 — trading 70.5% below its estimated fair value. The current ROA % is 2.44%, which is 38% below median its 10-year median of 3.94 and 29.4% below the Business Services industry median of 3.46. Sodexo's overall GF Score™ is 42/100 with 9 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 Sodexo (MEX:SWN), the current ROA % is 2.44% as of Feb. 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 Sodexo (MEX:SWN) Overvalued in 2026?

Based on GuruFocus' analysis, Sodexo stock appears to be undervalued. The current stock price of MXN917.03 is trading 70.5% below its estimated GF Value™ of MXN3,109.81. GuruFocus considers Sodexo to be Significantly Undervalued.

Key valuation signals for MEX:SWN:

  • ROA %: 2.44% (38% below median its 10-year median of 3.94)
  • GF Value™: MXN3,109.81 vs. price of MXN917.03 (70.5% below fair value)
  • GF Score™: 42/100 with 9 warning signs
  • Industry Position: 29.4% below the Business Services median (#590 of 1096)

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


Sodexo Business Description

Address 255, quai de la Bataille-de-Stalingrad, Issy-les-Moulineaux, Cedex 9, Paris, FRA, 92130
Sodexo is one of the largest foodservice companies globally, operating in 45 countries with annual sales exceeding EUR 24 billion. Sodexo's model rests on operating on-premises catering facilities, rather than centralized industrial kitchens. Foodservice remains the largest business segment, contributing 66% of revenue in 2024. Sodexo has its own group purchasing organization, Entegra, with annual purchasing of over EUR 37 billion. The company spun off its benefits and services business, Pluxee, and now focuses on foodservice and its second business, facilities management.
42GF Score

Get the complete analysis for MEX:SWN

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

MXN917.03
Price
MXN3,109.81
GF Value