EPH Invest SpAMIL:EPH ROA % is 518.80% as of Jun. 2025. The stock has 3 warning signs investors should review. Among 1,639 Asset Management companies, EPH Invest SpA ranks worse than 79.74% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. EPH Invest SpA's annualizedNet Income for the quarter that ended in Jun. 2025 was €1.64 Mil.
EPH Invest SpA's average Total Assets over the quarter that ended in Jun. 2025 was €0.32 Mil. Therefore, EPH Invest SpA's annualized ROA % for the quarter that ended in Jun. 2025 was 518.80%.
The historical rank and industry rank for EPH Invest SpA's ROA % or its related term are showing as below:
MIL:EPH'
s ROA % Range Over the Past 10 Years
Min: -120.87 Med: -41.04 Max: 205.84
Current: -1.82
During the past 12 years, EPH Invest SpA's highest ROA % was 205.84%. The lowest was -120.87%. And the median was -41.04%.
MIL:EPH's ROA % is ranked worse than 79.74% of 1639
companies
in the Asset Management industry
Industry Median: 3.95
vs MIL:EPH: -1.82
EPH Invest SpA (MIL:EPH) 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 two times the semi-annual (Jun. 2025) net income data. The Revenue data used here is two times the semi-annual (Jun. 2025) 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.
EPH Invest SpA ROA % Related Terms
EPH Invest SpA ROA % Historical Data
* Premium members only.
The historical data trend for EPH Invest SpA'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, EPH Invest SpA'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.
EPH Invest SpA ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, EPH Invest SpA's ROA % distribution charts can be found below:
* The bar in red indicates where EPH Invest SpA'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 two times the semi-annual (Jun. 2025) net income data.
ROA % is displayed in the 30-year financial page.
EPH Invest SpA (MIL:EPH) has a ROA % of 518.80% as of Jun. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on EPH Invest SpA and its competitors. According to the industry distribution chart, EPH Invest SpA ranks #1307 out of 1639 companies in the Asset Management industry, placing it in the top 79.7%.
Is EPH Invest SpA's ROA % too high?
EPH Invest SpA's current ROA % is 518.80%. The Asset Management industry median ROA % is 3.95. EPH Invest SpA's value of 518.80% is 13034.2% above this industry median. Based on the distribution chart, EPH Invest SpA ranks #1307 out of 1639 companies in the Asset Management industry, which is in the bottom quartile relative to peers.
How does EPH Invest SpA's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, EPH Invest SpA ranks #1307 out of 1639 companies for ROA %. This places EPH Invest SpA in the lower half of its industry. The industry median ROA % is 3.95. EPH Invest SpA's value of 518.80% is 13034.2% above this benchmark. 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 3.95, based on 1,639 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. EPH Invest SpA's current ROA % of 518.80% is 13034.2% 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 EPH Invest SpA and its competitors. For the Asset Management industry, the median ROA % is 3.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. EPH Invest SpA's current ROA % is 518.80%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is EPH Invest SpA stock overvalued right now?
EPH Invest SpA (MIL:EPH) has a current ROA % of 518.80%. The current ROA % is 518.80% and 13034.2% above the Asset Management industry median of 3.95. 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 EPH Invest SpA (MIL:EPH), the current ROA % is 518.80% as of Jun. 2025. 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.
EPH Invest SpA is an investment company. It is focused on building a diversified portfolio of holdings. Its activities include making investments in companies, managing portfolio holdings, and allocating capital across its investments. The Company focuses its operations on sectors with industrial growth prospects and the ability to generate value in the medium to long term, with the goal of increasing its Net Asset Value (NAV) and strengthening its capital position.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
MIL:EPH has been successfully added to your 