Phoenix Tours International (TPE:5706) ROA %: 11.35% (As of Jun. 2026) — 35% Above Median

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TPE:5706 Phoenix Tours International Inc TPE:5706
70 GF Score
Price NT$45.60
! 5 Warning Signs
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What is Phoenix Tours International ROA %?

Phoenix Tours International TPE:5706 +0.66% 70 ROA % is 11.35% as of Jun. 2026, which is 35% above its 10-year median of 8.39. GuruFocus rates TPE:5706 with a GF Score™ of 70/100. The stock has 5 warning signs investors should review. Among 857 Travel & Leisure companies, Phoenix Tours International ranks better than 86.23% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Phoenix Tours International's annualized Net Income for the quarter that ended in Jun. 2026 was NT$394 Mil. Phoenix Tours International's average Total Assets over the quarter that ended in Jun. 2026 was NT$3,469 Mil. Therefore, Phoenix Tours International's annualized ROA % for the quarter that ended in Jun. 2026 was 11.35%.

The historical rank and industry rank for Phoenix Tours International's ROA % or its related term are showing as below:

TPE:5706' s ROA % Range Over the Past 10 Years
Min: -1.18   Med: 8.39   Max: 9.77
Current: 9.6

During the past 13 years, Phoenix Tours International's highest ROA % was 9.77%. The lowest was -1.18%. And the median was 8.39%.

TPE:5706's ROA % is ranked better than
86.23% of 857 companies
in the Travel & Leisure industry
Industry Median: 2.5 vs TPE:5706: 9.60

Phoenix Tours International  (TPE:5706) 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: Jun. 2026 )
=Net Income/Total Assets
=393.624/3469.4845
=(Net Income / Revenue)*(Revenue / Total Assets)
=(393.624 / 3266.872)*(3266.872 / 3469.4845)
=Net Margin %*Asset Turnover
=12.05 %*0.9416
=11.35 %

Note: The Net Income data used here is four times the quarterly (Jun. 2026) net income data. The Revenue data used here is four times the quarterly (Jun. 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.


Phoenix Tours International ROA % Related Terms


Phoenix Tours International ROA % Historical Data

* Premium members only.

The historical data trend for Phoenix Tours International'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.

Phoenix Tours International ROA % Chart

Phoenix Tours International 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 3.15 -1.18 6.08 9.12 8.54

Phoenix Tours International Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
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 8.18 13.69 7.20 6.30 11.35

TPE:5706 vs BKNG, ABNB, RCL: ROA % Comparison

For the Travel Services subindustry, Phoenix Tours International'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.


Phoenix Tours International ROA % vs Travel & Leisure Industry

For the Travel & Leisure industry and Consumer Cyclical sector, Phoenix Tours International's ROA % distribution charts can be found below:

* The bar in red indicates where Phoenix Tours International's ROA % falls into.


TPE:5706
70GF Score
Phoenix Tours International Inc TPE:5706
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Phoenix Tours International ROA % Calculation

Phoenix Tours International'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 )
=287.66/( (3464.049+3269.023)/ 2 )
=287.66/3366.536
=8.54 %

Phoenix Tours International's annualized ROA % for the quarter that ended in Jun. 2026 is calculated as:

ROA %=Net Income (Q: Jun. 2026 )/( (Total Assets (Q: Mar. 2026 )+Total Assets (Q: Jun. 2026 ))/ count )
=393.624/( (3352.941+3586.028)/ 2 )
=393.624/3469.4845
=11.35 %

* 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 (Jun. 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 11.35% mean?
Phoenix Tours International (TPE:5706) has a ROA % of 11.35% as of Jun. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Phoenix Tours International and its competitors. This is 35% above median its historical median of 8.39. According to the industry distribution chart, Phoenix Tours International ranks #118 out of 857 companies in the Travel & Leisure industry, placing it in the top 13.8%.
Is Phoenix Tours International's ROA % too high?
Phoenix Tours International's current ROA % of 11.35% is 35% above median its 10-year median of 8.39. The Travel & Leisure industry median ROA % is 2.50. Phoenix Tours International's value of 11.35% is 354% above this industry median. Based on the distribution chart, Phoenix Tours International ranks #118 out of 857 companies in the Travel & Leisure industry, which is in the top quartile — a strong position relative to peers. Overall, Phoenix Tours International has a GF Score™ of 70/100, reflecting its overall financial health beyond just this single metric.
How does Phoenix Tours International's ROA % compare to BKNG and ABNB?
According to the Travel & Leisure industry distribution chart, Phoenix Tours International ranks #118 out of 857 companies for ROA %. This places Phoenix Tours International in the top 14% of its industry — outperforming the majority of peers. The industry median ROA % is 2.50. Phoenix Tours International's value of 11.35% is 354% above this benchmark. While the company's 10-year median is 8.39 vs. the industry median of 2.50, Phoenix Tours International 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 Travel & Leisure company?
The median ROA % among Travel & Leisure companies is 2.50, based on 857 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. Phoenix Tours International's current ROA % of 11.35% is 354% 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 Phoenix Tours International and its competitors. For the Travel & Leisure industry, the median ROA % is 2.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Phoenix Tours International's current ROA % is 11.35%, which is 35% above median its own 10-year median of 8.39. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Phoenix Tours International stock overvalued right now?
Phoenix Tours International (TPE:5706) has a current ROA % of 11.35%. The current ROA % is 11.35%, which is 35% above median its 10-year median of 8.39 and 354% above the Travel & Leisure industry median of 2.50. Phoenix Tours International's overall GF Score™ is 70/100 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 Phoenix Tours International (TPE:5706), the current ROA % is 11.35% as of Jun. 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.

Phoenix Tours International Business Description

Address Chang-An East Road, 4th Floor, No. 25, Section 1, Zhongshan District, Taipei, TWN, 104
Phoenix Tours International Inc is a Taiwan-based company engaged in the tourism business. Its services include tour packages, independent travel groups, domestic and overseas sightseeing tours, meals and accommodation, and related services, providing tour guides to travelers both at home and abroad. The company also sells domestic and overseas transportation tickets as a commissioned agent, purchases domestic and overseas tickets on behalf of customers, check-in luggage, and processes entry-exit visa procedures on behalf of customers. The group has four reportable segments: Group Travel Department, Domestic Transportation Department, Air Passenger and Freight Forwarding Department, and Ticketing and other departments.
70GF Score

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

NT$45.60
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