Swire PacificSWRBY 62 ROA % is 0.89% as of Dec. 2025, which is 45% below its 10-year median of 1.62. GuruFocus rates SWRBY with a GF Score™ of 62/100 and a GF Value™ of $2.86 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 565 Conglomerates companies, Swire Pacific ranks worse than 68.67% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Swire Pacific's annualizedNet Income for the quarter that ended in Dec. 2025 was $546 Mil.
Swire Pacific's average Total Assets over the quarter that ended in Dec. 2025 was $61,195 Mil. Therefore, Swire Pacific's annualized ROA % for the quarter that ended in Dec. 2025 was 0.89%.
The historical rank and industry rank for Swire Pacific's ROA % or its related term are showing as below:
SWRBY'
s ROA % Range Over the Past 10 Years
Min: -2.52 Med: 1.62 Max: 6.56
Current: 0.62
During the past 13 years, Swire Pacific's highest ROA % was 6.56%. The lowest was -2.52%. And the median was 1.62%.
SWRBY's ROA % is ranked worse than 68.67% of 565
companies
in the Conglomerates industry
Industry Median: 2.49
vs SWRBY: 0.62
Swire Pacific (OTCPK:SWRBY) 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.
Swire Pacific ROA % Related Terms
Swire Pacific ROA % Historical Data
* Premium members only.
The historical data trend for Swire Pacific'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.
For the Conglomerates subindustry, Swire Pacific'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.
Swire Pacific ROA % vs Conglomerates Industry
For the Conglomerates industry and Industrials sector, Swire Pacific's ROA % distribution charts can be found below:
* The bar in red indicates where Swire Pacific'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.
Swire Pacific (SWRBY) has a ROA % of 0.89% 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 Swire Pacific and its competitors. This is 45% below median its historical median of 1.62. According to the industry distribution chart, Swire Pacific ranks #388 out of 565 companies in the Conglomerates industry, placing it in the top 68.7%.
Is Swire Pacific's ROA % too high?
Swire Pacific's current ROA % of 0.89% is 45% below median its 10-year median of 1.62. The Conglomerates industry median ROA % is 2.49. Swire Pacific's value of 0.89% is 64.3% below this industry median. Based on the distribution chart, Swire Pacific ranks #388 out of 565 companies in the Conglomerates industry, which is below the industry midpoint. Overall, Swire Pacific has a GF Score™ of 62/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Swire Pacific's ROA % compare to HON and MMM?
According to the Conglomerates industry distribution chart, Swire Pacific ranks #388 out of 565 companies for ROA %. This places Swire Pacific in the lower half of its industry. The industry median ROA % is 2.49. Swire Pacific's value of 0.89% is 64.3% below this benchmark. While the company's 10-year median is 1.62 vs. the industry median of 2.49, Swire Pacific 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 a Conglomerates company?
The median ROA % among Conglomerates companies is 2.49, based on 565 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. Swire Pacific's current ROA % of 0.89% is 64.3% 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 Swire Pacific and its competitors. For the Conglomerates industry, the median ROA % is 2.49 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swire Pacific's current ROA % is 0.89%, which is 45% below median its own 10-year median of 1.62. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swire Pacific stock overvalued right now?
Based on GuruFocus' analysis, Swire Pacific (SWRBY) is currently considered Significantly Overvalued. The stock's GF Value™ is $2.86, compared to a current price of $8.25 — trading 188.5% above its estimated fair value. The current ROA % is 0.89%, which is 45% below median its 10-year median of 1.62 and 64.3% below the Conglomerates industry median of 2.49. Swire Pacific's overall GF Score™ is 62/100 with 6 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 Swire Pacific (SWRBY), the current ROA % is 0.89% 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 Swire Pacific (SWRBY) Overvalued in 2026?
Based on GuruFocus' analysis, Swire Pacific stock appears to be overvalued.
The current stock price of $8.25 is trading 188.5% above its estimated GF Value™ of $2.86.
GuruFocus considers Swire Pacific to be Significantly Overvalued.
Key valuation signals for SWRBY:
ROA %: 0.89% (45% below median its 10-year median of 1.62)
GF Value™: $2.86 vs. price of $8.25 (188.5% above fair value)
Industry Position: 64.3% below the Conglomerates median (#388 of 565)
No single metric tells the full story. See the SWRBY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Swire Pacific is a Hong Kong-based conglomerate with interests in property, aviation, beverage, trading, and industrials. The property division, an 82% stake in Swire Properties, contributes more than half of the group's operating profit. The beverage division is one of two Coca-Cola bottlers in mainland China and also a bottler in Hong Kong, Taiwan, Thailand, Laos, Vietnam, and Cambodia. The aviation division consists of Haeco, an aircraft engineering company, and a 45% stake in Cathay Pacific. John Swire & Sons, the parent company, holds a 64% stake in Swire Pacific but has 71% of the voting rights through a dual-class share structure.
62GF Score
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