ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. IPAS Indexo's annualizedNet Income for the quarter that ended in Mar. 2026 was €0.57 Mil.
IPAS Indexo's average Total Assets over the quarter that ended in Mar. 2026 was €293.99 Mil. Therefore, IPAS Indexo's annualized ROA % for the quarter that ended in Mar. 2026 was 0.19%.
The historical rank and industry rank for IPAS Indexo's ROA % or its related term are showing as below:
ORSE:IDX1R'
s ROA % Range Over the Past 10 Years
Min: -48.37 Med: -19.99 Max: 0.47
Current: -3.56
During the past 8 years, IPAS Indexo's highest ROA % was 0.47%. The lowest was -48.37%. And the median was -19.99%.
ORSE:IDX1R's ROA % is ranked worse than 81.48% of 1631
companies
in the Asset Management industry
Industry Median: 3.99
vs ORSE:IDX1R: -3.56
IPAS Indexo (ORSE:IDX1R) 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.
IPAS Indexo ROA % Related Terms
IPAS Indexo ROA % Historical Data
* Premium members only.
The historical data trend for IPAS Indexo'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, IPAS Indexo'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.
IPAS Indexo ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, IPAS Indexo's ROA % distribution charts can be found below:
* The bar in red indicates where IPAS Indexo'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.
IPAS Indexo (ORSE:IDX1R) has a ROA % of 0.19% 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 IPAS Indexo and its competitors. According to the industry distribution chart, IPAS Indexo ranks #1329 out of 1631 companies in the Asset Management industry, placing it in the top 81.5%.
Is IPAS Indexo's ROA % too high?
IPAS Indexo's current ROA % is 0.19%. The Asset Management industry median ROA % is 3.99. IPAS Indexo's value of 0.19% is 95.2% below this industry median. Based on the distribution chart, IPAS Indexo ranks #1329 out of 1631 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, IPAS Indexo has a GF Score™ of 67/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does IPAS Indexo's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, IPAS Indexo ranks #1329 out of 1631 companies for ROA %. This places IPAS Indexo in the lower half of its industry. The industry median ROA % is 3.99. IPAS Indexo's value of 0.19% is 95.2% below 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 3.99, based on 1,631 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. IPAS Indexo's current ROA % of 0.19% is 95.2% 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 IPAS Indexo and its competitors. For the Asset Management industry, the median ROA % is 3.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. IPAS Indexo's current ROA % is 0.19%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is IPAS Indexo stock overvalued right now?
Based on GuruFocus' analysis, IPAS Indexo (ORSE:IDX1R) is currently considered Possible Value Trap. The stock's GF Value™ is €15.12, compared to a current price of €8.66 — trading 42.7% below its estimated fair value. The current ROA % is 0.19% and 95.2% below the Asset Management industry median of 3.99. IPAS Indexo's overall GF Score™ is 67/100 with 8 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 IPAS Indexo (ORSE:IDX1R), the current ROA % is 0.19% 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 IPAS Indexo (ORSE:IDX1R) Overvalued in 2026?
Based on GuruFocus' analysis, IPAS Indexo stock appears to be undervalued.
The current stock price of €8.66 is trading 42.7% below its estimated GF Value™ of €15.12.
GuruFocus considers IPAS Indexo to be Possible Value Trap.
Key valuation signals for ORSE:IDX1R:
ROA %: 0.19%
GF Value™: €15.12 vs. price of €8.66 (42.7% below fair value)
Industry Position: 95.2% below the Asset Management median (#1329 of 1631)
No single metric tells the full story. See the ORSE:IDX1R stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
IPAS Indexo is a licensed investment management company. Along with its subsidiaries, it operates in the following segments: Asset management, Bank development, and Non-bank lending. Maximum revenue is generated from the Asset Management segment, which includes management of the assets of state-funded pension scheme investment plans and private pension scheme investment plans. The Bank development segment represents the income generated from the provision of various banking services (including accepting deposits, granting loans, offering payment solutions, issuing credit cards, etc.) by its banking subsidiary, and the Non-bank lending represents its non-bank lending activities. Geographically, the group's maximum revenue is generated from Latvia, and rest from the European Economic Area.
67GF Score
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