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ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. INVL Baltic Real Estate's annualizedNet Income for the quarter that ended in Dec. 2025 was €1.41 Mil.
INVL Baltic Real Estate's average Total Assets over the quarter that ended in Dec. 2025 was €48.97 Mil. Therefore, INVL Baltic Real Estate's annualized ROA % for the quarter that ended in Dec. 2025 was 2.88%.
The historical rank and industry rank for INVL Baltic Real Estate's ROA % or its related term are showing as below:
OVSE:INR1L'
s ROA % Range Over the Past 10 Years
Min: 1.67 Med: 7.99 Max: 15.41
Current: 7.68
During the past 13 years, INVL Baltic Real Estate's highest ROA % was 15.41%. The lowest was 1.67%. And the median was 7.99%.
OVSE:INR1L's ROA % is ranked better than 88.67% of 1800
companies
in the Real Estate industry
Industry Median: 1.705
vs OVSE:INR1L: 7.68
INVL Baltic Real Estate (OVSE:INR1L) 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 (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 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.
* 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 Real Estate Services subindustry, INVL Baltic Real Estate'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.
INVL Baltic Real Estate ROA % vs Real Estate Industry
For the Real Estate industry and Real Estate sector, INVL Baltic Real Estate's ROA % distribution charts can be found below:
* The bar in red indicates where INVL Baltic Real Estate'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 (Dec. 2025) net income data.
ROA % is displayed in the 30-year financial page.
INVL Baltic Real Estate (OVSE:INR1L) has a ROA % of 2.88% as of Dec. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on INVL Baltic Real Estate and its competitors. This is 64% below median its historical median of 7.99. Over the past decade, INVL Baltic Real Estate's ROA % has ranged from 1.67 to 15.41. According to the industry distribution chart, INVL Baltic Real Estate ranks #204 out of 1800 companies in the Real Estate industry, placing it in the top 11.3%.
Is INVL Baltic Real Estate's ROA % too high?
INVL Baltic Real Estate's current ROA % of 2.88% is 64% below median its 10-year median of 7.99. Over the past 10 years, this metric has ranged from a low of 1.67 to a high of 15.41. The Real Estate industry median ROA % is 1.71. INVL Baltic Real Estate's value of 2.88% is 68.9% above this industry median. Based on the distribution chart, INVL Baltic Real Estate ranks #204 out of 1800 companies in the Real Estate industry, which is in the top quartile — a strong position relative to peers. Overall, INVL Baltic Real Estate has a GF Score™ of 52/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does INVL Baltic Real Estate's ROA % compare to CBRE and BEKE?
According to the Real Estate industry distribution chart, INVL Baltic Real Estate ranks #204 out of 1800 companies for ROA %. This places INVL Baltic Real Estate in the top 11% of its industry — outperforming the majority of peers. The industry median ROA % is 1.71. INVL Baltic Real Estate's value of 2.88% is 68.9% above this benchmark. Historically, INVL Baltic Real Estate's own ROA % has ranged from 1.67 to 15.41 over the past decade. While the company's 10-year median is 7.99 vs. the industry median of 1.71, INVL Baltic Real Estate 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 Real Estate company?
The median ROA % among Real Estate companies is 1.71, based on 1,800 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. INVL Baltic Real Estate's current ROA % of 2.88% is 68.9% 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 INVL Baltic Real Estate and its competitors. For the Real Estate industry, the median ROA % is 1.71 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. INVL Baltic Real Estate's current ROA % is 2.88%, which is 64% below median its own 10-year median of 7.99. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is INVL Baltic Real Estate stock overvalued right now?
Based on GuruFocus' analysis, INVL Baltic Real Estate (OVSE:INR1L) is currently considered Modestly Overvalued. The stock's GF Value™ is €2.73, compared to a current price of €3.12 — trading 14.3% above its estimated fair value. The current ROA % is 2.88%, which is 64% below median its 10-year median of 7.99 and 68.9% above the Real Estate industry median of 1.71. INVL Baltic Real Estate's overall GF Score™ is 52/100 with 10 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 INVL Baltic Real Estate (OVSE:INR1L), the current ROA % is 2.88% as of Dec. 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.
Is INVL Baltic Real Estate (OVSE:INR1L) Overvalued in 2026?
Based on GuruFocus' analysis, INVL Baltic Real Estate stock appears to be overvalued.
The current stock price of €3.12 is trading 14.3% above its estimated GF Value™ of €2.73.
GuruFocus considers INVL Baltic Real Estate to be Modestly Overvalued.
Key valuation signals for OVSE:INR1L:
ROA %: 2.88% (64% below median its 10-year median of 7.99)
GF Value™: €2.73 vs. price of €3.12 (14.3% above fair value)
Industry Position: 68.9% above the Real Estate median (#204 of 1800)
No single metric tells the full story. See the OVSE:INR1L stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
INVL Baltic Real Estate is a real estate investment company seeks to ensure the growth of rental income and earn from investments in commercial real estate. The companies owned by INVL Baltic Real Estate invested in commercial real estate: business centers, manufacturing and warehouse properties in Lithuania and Latvia. All the properties are characterized by high occupancy rates and generate stable financial flow. INVL Baltic Real Estate is operating as a closed-end investment company.
52GF Score
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