Marie Brizard Wine and Spirits (WAR:MBW) ROA %: 4.63% (As of Dec. 2025) — 727% Above Median


WAR:MBW Marie Brizard Wine and Spirits SA WAR:MBW
74 GF Score
Price zł11.50
GF Value zł11.41
Valuation Fairly Valued
! 2 Warning Signs
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What is Marie Brizard Wine and Spirits ROA %?

Marie Brizard Wine and Spirits WAR:MBW 74 ROA % is 4.63% as of Dec. 2025, which is 727% above its 10-year median of 0.56. GuruFocus rates WAR:MBW with a GF Score™ of 74/100 and a GF Value™ of zł11.41 (Fairly Valued). The stock has 2 warning signs investors should review. Among 214 Beverages - Alcoholic companies, Marie Brizard Wine and Spirits ranks better than 53.27% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Marie Brizard Wine and Spirits's annualized Net Income for the quarter that ended in Dec. 2025 was zł56.2 Mil. Marie Brizard Wine and Spirits's average Total Assets over the quarter that ended in Dec. 2025 was zł1,211.7 Mil. Therefore, Marie Brizard Wine and Spirits's annualized ROA % for the quarter that ended in Dec. 2025 was 4.63%.

The historical rank and industry rank for Marie Brizard Wine and Spirits's ROA % or its related term are showing as below:

WAR:MBW' s ROA % Range Over the Past 10 Years
Min: -19.26   Med: 0.56   Max: 3.48
Current: 3.24

During the past 13 years, Marie Brizard Wine and Spirits's highest ROA % was 3.48%. The lowest was -19.26%. And the median was 0.56%.

WAR:MBW's ROA % is ranked better than
53.27% of 214 companies
in the Beverages - Alcoholic industry
Industry Median: 2.94 vs WAR:MBW: 3.24

Marie Brizard Wine and Spirits  (WAR:MBW) 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: Dec. 2025 )
=Net Income/Total Assets
=56.152/1211.653
=(Net Income / Revenue)*(Revenue / Total Assets)
=(56.152 / 735.088)*(735.088 / 1211.653)
=Net Margin %*Asset Turnover
=7.64 %*0.6067
=4.63 %

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.


Marie Brizard Wine and Spirits ROA % Related Terms


Marie Brizard Wine and Spirits ROA % Historical Data

* Premium members only.

The historical data trend for Marie Brizard Wine and Spirits'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.

Marie Brizard Wine and Spirits ROA % Chart

Marie Brizard Wine and Spirits 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 1.98 -0.33 3.20 3.41 3.41

Marie Brizard Wine and Spirits Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 2.64 4.67 2.21 1.96 4.63

WAR:MBW vs BF.B: ROA % Comparison

For the Beverages - Wineries & Distilleries subindustry, Marie Brizard Wine and Spirits'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.


Marie Brizard Wine and Spirits ROA % vs Beverages - Alcoholic Industry

For the Beverages - Alcoholic industry and Consumer Defensive sector, Marie Brizard Wine and Spirits's ROA % distribution charts can be found below:

* The bar in red indicates where Marie Brizard Wine and Spirits's ROA % falls into.


WAR:MBW
74GF Score
Marie Brizard Wine and Spirits SA WAR:MBW
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Marie Brizard Wine and Spirits ROA % Calculation

Marie Brizard Wine and Spirits'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 )
=39.341/( (1073.639+1233.687)/ 2 )
=39.341/1153.663
=3.41 %

Marie Brizard Wine and Spirits's annualized ROA % for the quarter that ended in Dec. 2025 is calculated as:

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=56.152/( (1189.619+1233.687)/ 2 )
=56.152/1211.653
=4.63 %

* 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.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 4.63% mean?
Marie Brizard Wine and Spirits (WAR:MBW) has a ROA % of 4.63% 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 Marie Brizard Wine and Spirits and its competitors. This is 727% above median its historical median of 0.56. According to the industry distribution chart, Marie Brizard Wine and Spirits ranks #100 out of 214 companies in the Beverages - Alcoholic industry, placing it in the top 46.7%.
Is Marie Brizard Wine and Spirits' ROA % too high?
Marie Brizard Wine and Spirits' current ROA % of 4.63% is 727% above median its 10-year median of 0.56. The Beverages - Alcoholic industry median ROA % is 2.94. Marie Brizard Wine and Spirits' value of 4.63% is 57.5% above this industry median. Based on the distribution chart, Marie Brizard Wine and Spirits ranks #100 out of 214 companies in the Beverages - Alcoholic industry, which is above the industry midpoint. Overall, Marie Brizard Wine and Spirits has a GF Score™ of 74/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Marie Brizard Wine and Spirits' ROA % compare to BF.B?
According to the Beverages - Alcoholic industry distribution chart, Marie Brizard Wine and Spirits ranks #100 out of 214 companies for ROA %. This puts Marie Brizard Wine and Spirits in the upper half of its industry. The industry median ROA % is 2.94. Marie Brizard Wine and Spirits' value of 4.63% is 57.5% above this benchmark. While the company's 10-year median is 0.56 vs. the industry median of 2.94, Marie Brizard Wine and Spirits 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 Beverages - Alcoholic company?
The median ROA % among Beverages - Alcoholic companies is 2.94, based on 214 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. Marie Brizard Wine and Spirits's current ROA % of 4.63% is 57.5% 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 Marie Brizard Wine and Spirits and its competitors. For the Beverages - Alcoholic industry, the median ROA % is 2.94 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Marie Brizard Wine and Spirits's current ROA % is 4.63%, which is 727% above median its own 10-year median of 0.56. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Marie Brizard Wine and Spirits stock overvalued right now?
Based on GuruFocus' analysis, Marie Brizard Wine and Spirits (WAR:MBW) is currently considered Fairly Valued. The stock's GF Value™ is zł11.41, compared to a current price of zł11.50 — trading 0.8% above its estimated fair value. The current ROA % is 4.63%, which is 727% above median its 10-year median of 0.56 and 57.5% above the Beverages - Alcoholic industry median of 2.94. Marie Brizard Wine and Spirits' overall GF Score™ is 74/100 with 2 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 Marie Brizard Wine and Spirits (WAR:MBW), the current ROA % is 4.63% 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 Marie Brizard Wine and Spirits (WAR:MBW) Overvalued in 2026?

Based on GuruFocus' analysis, Marie Brizard Wine and Spirits stock appears to be overvalued. The current stock price of zł11.50 is trading 0.8% above its estimated GF Value™ of zł11.41. GuruFocus considers Marie Brizard Wine and Spirits to be Fairly Valued.

Key valuation signals for WAR:MBW:

  • ROA %: 4.63% (727% above median its 10-year median of 0.56)
  • GF Value™: zł11.41 vs. price of zł11.50 (0.8% above fair value)
  • GF Score™: 74/100 with 2 warning signs
  • Industry Position: 57.5% above the Beverages - Alcoholic median (#100 of 214)

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


Marie Brizard Wine and Spirits Business Description

Address 19 boulevard Paul Vaillant-Couturier, Ivry-sur-Seine, FRA, 94200
Marie Brizard Wine and Spirits SA is a France-based company which operates as a wine and spirit company worldwide. It offers mainly scotch whiskey under the William Peel brand, vodka under the Sobieski brand, wine-based beverages under the Fruits and Wine brand, and Marie Brizard branded French liqueurs.
74GF Score

Get the complete analysis for WAR:MBW

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

zł11.50
Price
zł11.41
GF Value