KST Beteiligungs AG (STU:KSW) ROA %: 5.84% (As of Dec. 2025) — 78% Above Median

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STU:KSW KST Beteiligungs AG STU:KSW
43 GF Score
Price €1.04
GF Value €0.98
Valuation Fairly Valued
! 4 Warning Signs
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What is KST Beteiligungs AG ROA %?

KST Beteiligungs AG STU:KSW 43 ROA % is 5.84% as of Dec. 2025, which is 78% above its 10-year median of 3.28. GuruFocus rates STU:KSW with a GF Score™ of 43/100 and a GF Value™ of €0.98 (Fairly Valued). The stock has 4 warning signs investors should review. Among 559 Conglomerates companies, KST Beteiligungs AG ranks better than 77.28% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. KST Beteiligungs AG's annualized Net Income for the quarter that ended in Dec. 2025 was €0.49 Mil. KST Beteiligungs AG's average Total Assets over the quarter that ended in Dec. 2025 was €8.34 Mil. Therefore, KST Beteiligungs AG's annualized ROA % for the quarter that ended in Dec. 2025 was 5.84%.

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

STU:KSW' s ROA % Range Over the Past 10 Years
Min: -14.15   Med: 3.28   Max: 18.6
Current: 5.84

During the past 13 years, KST Beteiligungs AG's highest ROA % was 18.60%. The lowest was -14.15%. And the median was 3.28%.

STU:KSW's ROA % is ranked better than
77.28% of 559 companies
in the Conglomerates industry
Industry Median: 2.54 vs STU:KSW: 5.84

KST Beteiligungs AG  (STU:KSW) 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: Dec. 2025 )
=Net Income/Total Assets
=0.487/8.337
=(Net Income / Revenue)*(Revenue / Total Assets)
=(0.487 / 4.932)*(4.932 / 8.337)
=Net Margin %*Asset Turnover
=9.87 %*0.5916
=5.84 %

Note: The Net Income data used here is one times the annual (Dec. 2025) net income data. The Revenue data used here is one times the 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.


KST Beteiligungs AG ROA % Related Terms


KST Beteiligungs AG ROA % Historical Data

* Premium members only.

The historical data trend for KST Beteiligungs AG'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.

KST Beteiligungs AG ROA % Chart

KST Beteiligungs AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 18.60 -14.15 -4.60 1.79 5.84

KST Beteiligungs AG Semi-Annual Data
Dec07 Dec08 Dec09 Dec10 Dec11 Dec12 Dec13 Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
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 18.60 -14.15 -4.60 1.79 5.84

STU:KSW vs MMM, HON: ROA % Comparison

For the Conglomerates subindustry, KST Beteiligungs AG'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.


KST Beteiligungs AG ROA % vs Conglomerates Industry

For the Conglomerates industry and Industrials sector, KST Beteiligungs AG's ROA % distribution charts can be found below:

* The bar in red indicates where KST Beteiligungs AG's ROA % falls into.


STU:KSW
43GF Score
KST Beteiligungs AG STU:KSW
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

KST Beteiligungs AG ROA % Calculation

KST Beteiligungs AG's annualized ROA % for the fiscal year that ended in Dec. 2025 is calculated as:

ROA %=Net Income (A: Dec. 2025 )/( (Total Assets (A: Dec. 2024 )+Total Assets (A: Dec. 2025 ))/ count )
=0.487/( (8.111+8.563)/ 2 )
=0.487/8.337
=5.84 %

KST Beteiligungs AG's annualized ROA % for the quarter that ended in Dec. 2025 is calculated as:

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Dec. 2024 )+Total Assets (Q: Dec. 2025 ))/ count )
=0.487/( (8.111+8.563)/ 2 )
=0.487/8.337
=5.84 %

* 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 one times the annual (Dec. 2025) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 5.84% mean?
KST Beteiligungs AG (STU:KSW) has a ROA % of 5.84% 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 KST Beteiligungs AG and its competitors. This is 78% above median its historical median of 3.28. According to the industry distribution chart, KST Beteiligungs AG ranks #127 out of 559 companies in the Conglomerates industry, placing it in the top 22.7%.
Is KST Beteiligungs AG's ROA % too high?
KST Beteiligungs AG's current ROA % of 5.84% is 78% above median its 10-year median of 3.28. The Conglomerates industry median ROA % is 2.54. KST Beteiligungs AG's value of 5.84% is 129.9% above this industry median. Based on the distribution chart, KST Beteiligungs AG ranks #127 out of 559 companies in the Conglomerates industry, which is in the top quartile — a strong position relative to peers. Overall, KST Beteiligungs AG has a GF Score™ of 43/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does KST Beteiligungs AG's ROA % compare to MMM and HON?
According to the Conglomerates industry distribution chart, KST Beteiligungs AG ranks #127 out of 559 companies for ROA %. This places KST Beteiligungs AG in the top 23% of its industry — outperforming the majority of peers. The industry median ROA % is 2.54. KST Beteiligungs AG's value of 5.84% is 129.9% above this benchmark. While the company's 10-year median is 3.28 vs. the industry median of 2.54, KST Beteiligungs AG 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 Conglomerates company?
The median ROA % among Conglomerates companies is 2.54, based on 559 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. KST Beteiligungs AG's current ROA % of 5.84% is 129.9% 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 KST Beteiligungs AG and its competitors. For the Conglomerates industry, the median ROA % is 2.54 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. KST Beteiligungs AG's current ROA % is 5.84%, which is 78% above median its own 10-year median of 3.28. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is KST Beteiligungs AG stock overvalued right now?
Based on GuruFocus' analysis, KST Beteiligungs AG (STU:KSW) is currently considered Fairly Valued. The stock's GF Value™ is €0.98, compared to a current price of €1.04 — trading 6.1% above its estimated fair value. The current ROA % is 5.84%, which is 78% above median its 10-year median of 3.28 and 129.9% above the Conglomerates industry median of 2.54. KST Beteiligungs AG's overall GF Score™ is 43/100 with 4 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 KST Beteiligungs AG (STU:KSW), the current ROA % is 5.84% 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 KST Beteiligungs AG (STU:KSW) Overvalued in 2026?

Based on GuruFocus' analysis, KST Beteiligungs AG stock appears to be overvalued. The current stock price of €1.04 is trading 6.1% above its estimated GF Value™ of €0.98. GuruFocus considers KST Beteiligungs AG to be Fairly Valued.

Key valuation signals for STU:KSW:

  • ROA %: 5.84% (78% above median its 10-year median of 3.28)
  • GF Value™: €0.98 vs. price of €1.04 (6.1% above fair value)
  • GF Score™: 43/100 with 4 warning signs
  • Industry Position: 129.9% above the Conglomerates median (#127 of 559)

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


KST Beteiligungs AG Business Description

Other Exchanges KSW:Germany
Address Friedrichstrasse 8, Stuttgart, DEU, 70174
KST Beteiligungs AG invests across industries in listed companies in Germany, it focuses on small and mid caps. It acquires investments with long-term goals and assists its clients active throughout the investment period.
43GF Score

Get the complete analysis for STU:KSW

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

€1.04
Price
€0.98
GF Value