Instone Real Estate Group SE (WBO:INS) ROA %: 4.02% (As of Mar. 2026) — 100% Above Median


WBO:INS Instone Real Estate Group SE WBO:INS
34 GF Score
Price €7.70
! 8 Warning Signs
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What is Instone Real Estate Group SE ROA %?

Instone Real Estate Group SE WBO:INS +0.79% 34 ROA % is 4.02% as of Mar. 2026, which is 100% above its 10-year median of 2.01. GuruFocus rates WBO:INS with a GF Score™ of 34/100. The stock has 8 warning signs investors should review. Among 1,801 Real Estate companies, Instone Real Estate Group SE ranks better than 61.8% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Instone Real Estate Group SE's annualized Net Income for the quarter that ended in Mar. 2026 was €65.6 Mil. Instone Real Estate Group SE's average Total Assets over the quarter that ended in Mar. 2026 was €1,631.0 Mil. Therefore, Instone Real Estate Group SE's annualized ROA % for the quarter that ended in Mar. 2026 was 4.02%.

The historical rank and industry rank for Instone Real Estate Group SE's ROA % or its related term are showing as below:

WBO:INS' s ROA % Range Over the Past 10 Years
Min: -4.22   Med: 2.01   Max: 7.71
Current: 2.83

During the past 12 years, Instone Real Estate Group SE's highest ROA % was 7.71%. The lowest was -4.22%. And the median was 2.01%.

WBO:INS's ROA % is ranked better than
61.8% of 1801 companies
in the Real Estate industry
Industry Median: 1.7 vs WBO:INS: 2.83

Instone Real Estate Group SE  (WBO:INS) 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
=65.628/1630.958
=(Net Income / Revenue)*(Revenue / Total Assets)
=(65.628 / 238.916)*(238.916 / 1630.958)
=Net Margin %*Asset Turnover
=27.47 %*0.1465
=4.02 %

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.


Instone Real Estate Group SE ROA % Related Terms


Instone Real Estate Group SE ROA % Historical Data

* Premium members only.

The historical data trend for Instone Real Estate Group SE'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.

Instone Real Estate Group SE ROA % Chart

Instone Real Estate Group SE 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 5.92 2.46 1.11 1.65 2.37

Instone Real Estate Group SE Quarterly Data
Jun21 Sep21 Dec21 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 2.07 0.57 6.24 0.48 4.02

Instone Real Estate Group SE ROA % Competitor Comparison

For the Real Estate - Development subindustry, Instone Real Estate Group SE'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.


Instone Real Estate Group SE ROA % vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Instone Real Estate Group SE's ROA % distribution charts can be found below:

* The bar in red indicates where Instone Real Estate Group SE's ROA % falls into.


WBO:INS
34GF Score
Instone Real Estate Group SE WBO:INS
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Instone Real Estate Group SE ROA % Calculation

Instone Real Estate Group SE'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 )
=44.581/( (1938.799+1818.151)/ 2 )
=44.581/1878.475
=2.37 %

Instone Real Estate Group SE'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 )
=65.628/( (1818.151+1443.765)/ 2 )
=65.628/1630.958
=4.02 %

* 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 4.02% mean?
Instone Real Estate Group SE (WBO:INS) has a ROA % of 4.02% 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 Instone Real Estate Group SE and its competitors. This is 100% above median its historical median of 2.01. According to the industry distribution chart, Instone Real Estate Group SE ranks #688 out of 1801 companies in the Real Estate industry, placing it in the top 38.2%.
Is Instone Real Estate Group SE's ROA % too high?
Instone Real Estate Group SE's current ROA % of 4.02% is 100% above median its 10-year median of 2.01. The Real Estate industry median ROA % is 1.70. Instone Real Estate Group SE's value of 4.02% is 136.5% above this industry median. Based on the distribution chart, Instone Real Estate Group SE ranks #688 out of 1801 companies in the Real Estate industry, which is above the industry midpoint. Overall, Instone Real Estate Group SE has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does Instone Real Estate Group SE's ROA % compare to competitors?
According to the Real Estate industry distribution chart, Instone Real Estate Group SE ranks #688 out of 1801 companies for ROA %. This puts Instone Real Estate Group SE in the upper half of its industry. The industry median ROA % is 1.70. Instone Real Estate Group SE's value of 4.02% is 136.5% above this benchmark. While the company's 10-year median is 2.01 vs. the industry median of 1.70, Instone Real Estate Group SE 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 Real Estate company?
The median ROA % among Real Estate companies is 1.70, based on 1,801 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. Instone Real Estate Group SE's current ROA % of 4.02% is 136.5% 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 Instone Real Estate Group SE and its competitors. For the Real Estate industry, the median ROA % is 1.70 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Instone Real Estate Group SE's current ROA % is 4.02%, which is 100% above median its own 10-year median of 2.01. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Instone Real Estate Group SE stock overvalued right now?
Instone Real Estate Group SE (WBO:INS) has a current ROA % of 4.02%. The current ROA % is 4.02%, which is 100% above median its 10-year median of 2.01 and 136.5% above the Real Estate industry median of 1.70. Instone Real Estate Group SE's overall GF Score™ is 34/100 with 8 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 Instone Real Estate Group SE (WBO:INS), the current ROA % is 4.02% 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.

Instone Real Estate Group SE Business Description

Other Exchanges 0ZQ7:UKINS:Germany
Address Grugaplatz 2-4, Essen, NW, DEU, 45131
Instone Real Estate Group SE is a real estate development company. The company is engaged in the development of modern, urban, multi-family homes and the redevelopment of listed buildings for residential use. The company constructs apartment buildings and residential quarters, refurbishment of monument-protected properties, and new buildings of real estate properties and other related activities. The company operates only in one business segment and one geographical segment and generates revenue and holds majority assets in Germany.
34GF Score

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

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