Aboitiz Equity VenturesPHS:AEV -1.33%86 ROA % is 2.48% as of Mar. 2026, which is 29% below its 10-year median of 3.49. GuruFocus rates PHS:AEV with a GF Score™ of 86/100 and a GF Value™ of ₱40.80 (Modestly Undervalued). The stock has 5 warning signs investors should review. Among 511 Utilities - Regulated companies, Aboitiz Equity Ventures ranks worse than 64.97% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Aboitiz Equity Ventures's annualizedNet Income for the quarter that ended in Mar. 2026 was ₱25,224 Mil.
Aboitiz Equity Ventures's average Total Assets over the quarter that ended in Mar. 2026 was ₱1,018,333 Mil. Therefore, Aboitiz Equity Ventures's annualized ROA % for the quarter that ended in Mar. 2026 was 2.48%.
The historical rank and industry rank for Aboitiz Equity Ventures's ROA % or its related term are showing as below:
PHS:AEV'
s ROA % Range Over the Past 10 Years
Min: 1.92 Med: 3.49 Max: 5.58
Current: 2.2
During the past 13 years, Aboitiz Equity Ventures's highest ROA % was 5.58%. The lowest was 1.92%. And the median was 3.49%.
PHS:AEV's ROA % is ranked worse than 64.97% of 511
companies
in the Utilities - Regulated industry
Industry Median: 3.02
vs PHS:AEV: 2.20
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.
* 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 Utilities - Regulated Electric subindustry, Aboitiz Equity Ventures'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.
Aboitiz Equity Ventures ROA % vs Utilities - Regulated Industry
For the Utilities - Regulated industry and Utilities sector, Aboitiz Equity Ventures's ROA % distribution charts can be found below:
* The bar in red indicates where Aboitiz Equity Ventures'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.
Aboitiz Equity Ventures (PHS:AEV) has a ROA % of 2.48% 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 Aboitiz Equity Ventures and its competitors. This is 29% below median its historical median of 3.49. Over the past decade, Aboitiz Equity Ventures' ROA % has ranged from 1.92 to 5.58. According to the industry distribution chart, Aboitiz Equity Ventures ranks #332 out of 511 companies in the Utilities - Regulated industry, placing it in the top 65%.
Is Aboitiz Equity Ventures' ROA % too high?
Aboitiz Equity Ventures' current ROA % of 2.48% is 29% below median its 10-year median of 3.49. Over the past 10 years, this metric has ranged from a low of 1.92 to a high of 5.58. The Utilities - Regulated industry median ROA % is 3.02. Aboitiz Equity Ventures' value of 2.48% is 17.9% below this industry median. Based on the distribution chart, Aboitiz Equity Ventures ranks #332 out of 511 companies in the Utilities - Regulated industry, which is below the industry midpoint. Overall, Aboitiz Equity Ventures has a GF Score™ of 86/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Aboitiz Equity Ventures' ROA % compare to NEE and SO?
According to the Utilities - Regulated industry distribution chart, Aboitiz Equity Ventures ranks #332 out of 511 companies for ROA %. This places Aboitiz Equity Ventures in the lower half of its industry. The industry median ROA % is 3.02. Aboitiz Equity Ventures' value of 2.48% is 17.9% below this benchmark. Historically, Aboitiz Equity Ventures' own ROA % has ranged from 1.92 to 5.58 over the past decade. While the company's 10-year median is 3.49 vs. the industry median of 3.02, Aboitiz Equity Ventures 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 an Utilities - Regulated company?
The median ROA % among Utilities - Regulated companies is 3.02, based on 511 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. Aboitiz Equity Ventures's current ROA % of 2.48% is 17.9% 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 Aboitiz Equity Ventures and its competitors. For the Utilities - Regulated industry, the median ROA % is 3.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Aboitiz Equity Ventures's current ROA % is 2.48%, which is 29% below median its own 10-year median of 3.49. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Aboitiz Equity Ventures stock overvalued right now?
Based on GuruFocus' analysis, Aboitiz Equity Ventures (PHS:AEV) is currently considered Modestly Undervalued. The stock's GF Value™ is ₱40.80, compared to a current price of ₱33.30 — trading 18.4% below its estimated fair value. The current ROA % is 2.48%, which is 29% below median its 10-year median of 3.49 and 17.9% below the Utilities - Regulated industry median of 3.02. Aboitiz Equity Ventures' overall GF Score™ is 86/100 with 5 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 Aboitiz Equity Ventures (PHS:AEV), the current ROA % is 2.48% 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 Aboitiz Equity Ventures (PHS:AEV) Overvalued in 2026?
Based on GuruFocus' analysis, Aboitiz Equity Ventures stock appears to be undervalued.
The current stock price of ₱33.30 is trading 18.4% below its estimated GF Value™ of ₱40.80.
GuruFocus considers Aboitiz Equity Ventures to be Modestly Undervalued.
Key valuation signals for PHS:AEV:
ROA %: 2.48% (29% below median its 10-year median of 3.49)
GF Value™: ₱40.80 vs. price of ₱33.30 (18.4% below fair value)
Industry Position: 17.9% below the Utilities - Regulated median (#332 of 511)
No single metric tells the full story. See the PHS:AEV stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Aboitiz Equity Ventures Inc is a Philippine holding company with reportable segments of power distribution and generation, financial services, food and beverage, real estate, and infrastructure. The power segment is engaged in power generation and the sale of electricity. The food manufacturing segment is engaged in the production of flour and feeds, and swine breeding. Aboitiz Equity Ventures generates maximum revenue from the power segment. Geographically, it operates solely in the Philippines.
86GF Score
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