Otsuka Holdings Co (STU:OS1) ROA %: 9.34% (As of Mar. 2026) — 104% Above Median


STU:OS1 Otsuka Holdings Co Ltd STU:OS1
86 GF Score
Price €60.00
GF Value €45.23
Valuation Significantly Overvalued
! 1 Warning Sign
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What is Otsuka Holdings Co ROA %?

Otsuka Holdings Co STU:OS1 +2.56% 86 ROA % is 9.34% as of Mar. 2026, which is 104% above its 10-year median of 4.58. GuruFocus rates STU:OS1 with a GF Score™ of 86/100 and a GF Value™ of €45.23 (Significantly Overvalued). The stock has 1 warning sign investors should review. Among 1,006 Drug Manufacturers companies, Otsuka Holdings Co ranks better than 81.71% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Otsuka Holdings Co's annualized Net Income for the quarter that ended in Mar. 2026 was €2,144 Mil. Otsuka Holdings Co's average Total Assets over the quarter that ended in Mar. 2026 was €22,968 Mil. Therefore, Otsuka Holdings Co's annualized ROA % for the quarter that ended in Mar. 2026 was 9.34%.

The historical rank and industry rank for Otsuka Holdings Co's ROA % or its related term are showing as below:

STU:OS1' s ROA % Range Over the Past 10 Years
Min: 3.33   Med: 4.58   Max: 9.66
Current: 9.48

During the past 13 years, Otsuka Holdings Co's highest ROA % was 9.66%. The lowest was 3.33%. And the median was 4.58%.

STU:OS1's ROA % is ranked better than
81.71% of 1006 companies
in the Drug Manufacturers industry
Industry Median: 2.685 vs STU:OS1: 9.48

Otsuka Holdings Co  (STU:OS1) 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: Mar. 2026 )
=Net Income/Total Assets
=2144.432/22968.1785
=(Net Income / Revenue)*(Revenue / Total Assets)
=(2144.432 / 13744.304)*(13744.304 / 22968.1785)
=Net Margin %*Asset Turnover
=15.6 %*0.5984
=9.34 %

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.


Otsuka Holdings Co ROA % Related Terms


Otsuka Holdings Co ROA % Historical Data

* Premium members only.

The historical data trend for Otsuka Holdings Co'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.

Otsuka Holdings Co ROA % Chart

Otsuka Holdings Co 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 4.56 4.29 3.59 9.55 8.61

Otsuka Holdings Co Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 Premium Member Only 9.15 9.31 12.56 6.26 9.34

STU:OS1 vs LLY, JNJ, ABBV: ROA % Comparison

For the Drug Manufacturers - General subindustry, Otsuka Holdings Co'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.


Otsuka Holdings Co ROA % vs Drug Manufacturers Industry

For the Drug Manufacturers industry and Healthcare sector, Otsuka Holdings Co's ROA % distribution charts can be found below:

* The bar in red indicates where Otsuka Holdings Co's ROA % falls into.


STU:OS1
86GF Score
Otsuka Holdings Co Ltd STU:OS1
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Otsuka Holdings Co ROA % Calculation

Otsuka Holdings Co'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 )
=1989.097/( (23216.207+22991.489)/ 2 )
=1989.097/23103.848
=8.61 %

Otsuka Holdings Co's annualized ROA % for the quarter that ended in Mar. 2026 is calculated as:

ROA %=Net Income (Q: Mar. 2026 )/( (Total Assets (Q: Dec. 2025 )+Total Assets (Q: Mar. 2026 ))/ count )
=2144.432/( (22991.489+22944.868)/ 2 )
=2144.432/22968.1785
=9.34 %

* 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.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 9.34% mean?
Otsuka Holdings Co (STU:OS1) has a ROA % of 9.34% 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 Otsuka Holdings Co and its competitors. This is 104% above median its historical median of 4.58. Over the past decade, Otsuka Holdings Co's ROA % has ranged from 3.33 to 9.66. According to the industry distribution chart, Otsuka Holdings Co ranks #184 out of 1006 companies in the Drug Manufacturers industry, placing it in the top 18.3%.
Is Otsuka Holdings Co's ROA % too high?
Otsuka Holdings Co's current ROA % of 9.34% is 104% above median its 10-year median of 4.58. Over the past 10 years, this metric has ranged from a low of 3.33 to a high of 9.66. The Drug Manufacturers industry median ROA % is 2.69. Otsuka Holdings Co's value of 9.34% is 247.9% above this industry median. Based on the distribution chart, Otsuka Holdings Co ranks #184 out of 1006 companies in the Drug Manufacturers industry, which is in the top quartile — a strong position relative to peers. Overall, Otsuka Holdings Co has a GF Score™ of 86/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Otsuka Holdings Co's ROA % compare to LLY and JNJ?
According to the Drug Manufacturers industry distribution chart, Otsuka Holdings Co ranks #184 out of 1006 companies for ROA %. This places Otsuka Holdings Co in the top 18% of its industry — outperforming the majority of peers. The industry median ROA % is 2.69. Otsuka Holdings Co's value of 9.34% is 247.9% above this benchmark. Historically, Otsuka Holdings Co's own ROA % has ranged from 3.33 to 9.66 over the past decade. While the company's 10-year median is 4.58 vs. the industry median of 2.69, Otsuka Holdings Co 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 Drug Manufacturers company?
The median ROA % among Drug Manufacturers companies is 2.69, based on 1,006 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. Otsuka Holdings Co's current ROA % of 9.34% is 247.9% 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 Otsuka Holdings Co and its competitors. For the Drug Manufacturers industry, the median ROA % is 2.69 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Otsuka Holdings Co's current ROA % is 9.34%, which is 104% above median its own 10-year median of 4.58. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Otsuka Holdings Co stock overvalued right now?
Based on GuruFocus' analysis, Otsuka Holdings Co (STU:OS1) is currently considered Significantly Overvalued. The stock's GF Value™ is €45.23, compared to a current price of €60.00 — trading 32.7% above its estimated fair value. The current ROA % is 9.34%, which is 104% above median its 10-year median of 4.58 and 247.9% above the Drug Manufacturers industry median of 2.69. Otsuka Holdings Co's overall GF Score™ is 86/100 with 1 warning sign 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 Otsuka Holdings Co (STU:OS1), the current ROA % is 9.34% 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 Otsuka Holdings Co (STU:OS1) Overvalued in 2026?

Based on GuruFocus' analysis, Otsuka Holdings Co stock appears to be overvalued. The current stock price of €60.00 is trading 32.7% above its estimated GF Value™ of €45.23. GuruFocus considers Otsuka Holdings Co to be Significantly Overvalued.

Key valuation signals for STU:OS1:

  • ROA %: 9.34% (104% above median its 10-year median of 4.58)
  • GF Value™: €45.23 vs. price of €60.00 (32.7% above fair value)
  • GF Score™: 86/100 with 1 warning sign
  • Industry Position: 247.9% above the Drug Manufacturers median (#184 of 1006)

No single metric tells the full story. See the STU:OS1 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Otsuka Holdings Co Business Description

Address 2-16-4 Konan, Shinagawa Grand Central Tower, Minato-ku, Tokyo, JPN, 108-8241
Otsuka Holdings Co Ltd is a Japan-based company that operates in pharmaceuticals, nutraceuticals, and consumer products. It operates through four reportable segments: Medical-related Business, Nutraceutical-related Business, Consumer-related Business, and Other Business. The Medical Business manufactures and sells therapeutic drugs and infusions, the Nutraceutical Business produces functional foods, beverages, and nutritional supplements, the Consumer Business offers mineral water, beverages, and foods, while the Other Business provides storage services and manufactures chemicals and analytical equipment. It generates the majority of its revenue from the medical-related business segment.
86GF Score

Get the complete analysis for STU:OS1

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

€60.00
Price
€45.23
GF Value