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Optex Systems HoldingsSTU:X62 74 ROA % is 17.68% as of Mar. 2026, which is 70% above its 10-year median of 10.39. GuruFocus rates STU:X62 with a GF Score™ of 74/100 and a GF Value™ of €8.38 (Modestly Overvalued). The stock has 1 warning sign investors should review. Among 361 Aerospace & Defense companies, Optex Systems Holdings ranks better than 92.52% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Optex Systems Holdings's annualizedNet Income for the quarter that ended in Mar. 2026 was €4.64 Mil.
Optex Systems Holdings's average Total Assets over the quarter that ended in Mar. 2026 was €26.25 Mil. Therefore, Optex Systems Holdings's annualized ROA % for the quarter that ended in Mar. 2026 was 17.68%.
The historical rank and industry rank for Optex Systems Holdings's ROA % or its related term are showing as below:
STU:X62'
s ROA % Range Over the Past 10 Years
Min: -2.27 Med: 10.39 Max: 37.48
Current: 13.93
During the past 13 years, Optex Systems Holdings's highest ROA % was 37.48%. The lowest was -2.27%. And the median was 10.39%.
STU:X62's ROA % is ranked better than 92.52% of 361
companies
in the Aerospace & Defense industry
Industry Median: 2.46
vs STU:X62: 13.93
Optex Systems Holdings (STU:X62) 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.
* 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 Aerospace & Defense subindustry, Optex Systems Holdings'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.
Optex Systems Holdings ROA % vs Aerospace & Defense Industry
For the Aerospace & Defense industry and Industrials sector, Optex Systems Holdings's ROA % distribution charts can be found below:
* The bar in red indicates where Optex Systems Holdings'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.
Optex Systems Holdings (STU:X62) has a ROA % of 17.68% 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 Optex Systems Holdings and its competitors. This is 70% above median its historical median of 10.39. According to the industry distribution chart, Optex Systems Holdings ranks #27 out of 361 companies in the Aerospace & Defense industry, placing it in the top 7.5%.
Is Optex Systems Holdings' ROA % too high?
Optex Systems Holdings' current ROA % of 17.68% is 70% above median its 10-year median of 10.39. The Aerospace & Defense industry median ROA % is 2.46. Optex Systems Holdings' value of 17.68% is 618.7% above this industry median. Based on the distribution chart, Optex Systems Holdings ranks #27 out of 361 companies in the Aerospace & Defense industry, which is in the top quartile — a strong position relative to peers. Overall, Optex Systems Holdings has a GF Score™ of 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Optex Systems Holdings' ROA % compare to SPAI and BYRN?
According to the Aerospace & Defense industry distribution chart, Optex Systems Holdings ranks #27 out of 361 companies for ROA %. This places Optex Systems Holdings in the top 8% of its industry — outperforming the majority of peers. The industry median ROA % is 2.46. Optex Systems Holdings' value of 17.68% is 618.7% above this benchmark. While the company's 10-year median is 10.39 vs. the industry median of 2.46, Optex Systems Holdings 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 an Aerospace & Defense company?
The median ROA % among Aerospace & Defense companies is 2.46, based on 361 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. Optex Systems Holdings's current ROA % of 17.68% is 618.7% 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 Optex Systems Holdings and its competitors. For the Aerospace & Defense industry, the median ROA % is 2.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Optex Systems Holdings's current ROA % is 17.68%, which is 70% above median its own 10-year median of 10.39. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Optex Systems Holdings stock overvalued right now?
Based on GuruFocus' analysis, Optex Systems Holdings (STU:X62) is currently considered Modestly Overvalued. The stock's GF Value™ is €8.38, compared to a current price of €9.40 — trading 12.2% above its estimated fair value. The current ROA % is 17.68%, which is 70% above median its 10-year median of 10.39 and 618.7% above the Aerospace & Defense industry median of 2.46. Optex Systems Holdings' overall GF Score™ is 74/100 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 Optex Systems Holdings (STU:X62), the current ROA % is 17.68% 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 Optex Systems Holdings (STU:X62) Overvalued in 2026?
Based on GuruFocus' analysis, Optex Systems Holdings stock appears to be overvalued.
The current stock price of €9.40 is trading 12.2% above its estimated GF Value™ of €8.38.
GuruFocus considers Optex Systems Holdings to be Modestly Overvalued.
Key valuation signals for STU:X62:
ROA %: 17.68% (70% above median its 10-year median of 10.39)
GF Value™: €8.38 vs. price of €9.40 (12.2% above fair value)
Industry Position: 618.7% above the Aerospace & Defense median (#27 of 361)
No single metric tells the full story. See the STU:X62 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Optex Systems Holdings Inc manufactures optical sighting systems and assemblies for the U.S. Department of Defense, foreign military applications, and commercial markets. Its products are installed on a variety of United States military land vehicles, such as the Abrams and Bradley fighting vehicles, light armored and security vehicles, and have been selected for installation on the Stryker family of vehicles. The company's operating segment includes Optex Systems Richardson, Applied Optics Center Dallas, and others. It generates maximum revenue from the Optex Systems Richardson segment. Some of its products include M17 Day/Thermal Periscope; DDAN / M36 Sights; Laser Protected Periscopes; Muzzle Reference Sensor, and others.
74GF Score
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