Wise Energy (WAR:FMG) ROA %: 6.86% (As of Mar. 2026) — 74% Above Median


WAR:FMG Wise Energy SA WAR:FMG
78 GF Score
Price zł58.60
GF Value zł63.89
Valuation Fairly Valued
! 5 Warning Signs
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What is Wise Energy ROA %?

Wise Energy WAR:FMG -0.34% 78 ROA % is 6.86% as of Mar. 2026, which is 74% above its 10-year median of 3.95. GuruFocus rates WAR:FMG with a GF Score™ of 78/100 and a GF Value™ of zł63.89 (Fairly Valued). The stock has 5 warning signs investors should review. Among 1,636 Asset Management companies, Wise Energy ranks better than 64.85% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Wise Energy's annualized Net Income for the quarter that ended in Mar. 2026 was zł8.6 Mil. Wise Energy's average Total Assets over the quarter that ended in Mar. 2026 was zł125.5 Mil. Therefore, Wise Energy's annualized ROA % for the quarter that ended in Mar. 2026 was 6.86%.

The historical rank and industry rank for Wise Energy's ROA % or its related term are showing as below:

WAR:FMG' s ROA % Range Over the Past 10 Years
Min: -28.89   Med: 3.95   Max: 33.65
Current: 7.27

During the past 13 years, Wise Energy's highest ROA % was 33.65%. The lowest was -28.89%. And the median was 3.95%.

WAR:FMG's ROA % is ranked better than
64.85% of 1636 companies
in the Asset Management industry
Industry Median: 4.02 vs WAR:FMG: 7.27

Wise Energy  (WAR:FMG) 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
=8.616/125.538
=(Net Income / Revenue)*(Revenue / Total Assets)
=(8.616 / 140.324)*(140.324 / 125.538)
=Net Margin %*Asset Turnover
=6.14 %*1.1178
=6.86 %

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.


Wise Energy ROA % Related Terms


Wise Energy ROA % Historical Data

* Premium members only.

The historical data trend for Wise Energy'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.

Wise Energy ROA % Chart

Wise Energy Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec22 Dec23 Dec24 Dec25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -5.11 6.70 6.43 15.12 7.49

Wise Energy Quarterly Data
Mar21 Jun21 Sep21 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 10.62 5.08 8.26 8.64 6.86

WAR:FMG vs BLK, BX, KKR: ROA % Comparison

For the Asset Management subindustry, Wise Energy'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.


Wise Energy ROA % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Wise Energy's ROA % distribution charts can be found below:

* The bar in red indicates where Wise Energy's ROA % falls into.


WAR:FMG
78GF Score
Wise Energy SA WAR:FMG
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Wise Energy ROA % Calculation

Wise Energy'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 )
=9.873/( (142.936+120.69)/ 2 )
=9.873/131.813
=7.49 %

Wise Energy'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 )
=8.616/( (120.69+130.386)/ 2 )
=8.616/125.538
=6.86 %

* 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 6.86% mean?
Wise Energy (WAR:FMG) has a ROA % of 6.86% 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 Wise Energy and its competitors. This is 74% above median its historical median of 3.95. According to the industry distribution chart, Wise Energy ranks #575 out of 1636 companies in the Asset Management industry, placing it in the top 35.1%.
Is Wise Energy's ROA % too high?
Wise Energy's current ROA % of 6.86% is 74% above median its 10-year median of 3.95. The Asset Management industry median ROA % is 4.02. Wise Energy's value of 6.86% is 70.6% above this industry median. Based on the distribution chart, Wise Energy ranks #575 out of 1636 companies in the Asset Management industry, which is above the industry midpoint. Overall, Wise Energy has a GF Score™ of 78/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Wise Energy's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Wise Energy ranks #575 out of 1636 companies for ROA %. This puts Wise Energy in the upper half of its industry. The industry median ROA % is 4.02. Wise Energy's value of 6.86% is 70.6% above this benchmark. While the company's 10-year median is 3.95 vs. the industry median of 4.02, Wise Energy 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 Asset Management company?
The median ROA % among Asset Management companies is 4.02, based on 1,636 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. Wise Energy's current ROA % of 6.86% is 70.6% 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 Wise Energy and its competitors. For the Asset Management industry, the median ROA % is 4.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Wise Energy's current ROA % is 6.86%, which is 74% above median its own 10-year median of 3.95. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wise Energy stock overvalued right now?
Based on GuruFocus' analysis, Wise Energy (WAR:FMG) is currently considered Fairly Valued. The stock's GF Value™ is zł63.89, compared to a current price of zł58.60 — trading 8.3% below its estimated fair value. The current ROA % is 6.86%, which is 74% above median its 10-year median of 3.95 and 70.6% above the Asset Management industry median of 4.02. Wise Energy's overall GF Score™ is 78/100 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 Wise Energy (WAR:FMG), the current ROA % is 6.86% 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 Wise Energy (WAR:FMG) Overvalued in 2026?

Based on GuruFocus' analysis, Wise Energy stock appears to be undervalued. The current stock price of zł58.60 is trading 8.3% below its estimated GF Value™ of zł63.89. GuruFocus considers Wise Energy to be Fairly Valued.

Key valuation signals for WAR:FMG:

  • ROA %: 6.86% (74% above median its 10-year median of 3.95)
  • GF Value™: zł63.89 vs. price of zł58.60 (8.3% below fair value)
  • GF Score™: 78/100 with 5 warning signs
  • Industry Position: 70.6% above the Asset Management median (#575 of 1636)

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


Wise Energy Business Description

Address Ulica Adama Naruszewicza 27 lok. 101, Warsaw, POL, 02-627
Wise Energy SA, formerly One SA is engaged in the management of companies under management contracts, creating and managing their offer, planning and implementation of strategies, an organization of financing development projects and supervision over ongoing investments. The revenues include management fees, considering the costs of currently implemented projects for supported clients and companies.
78GF Score

Get the complete analysis for WAR:FMG

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

zł58.60
Price
zł63.89
GF Value