Palfinger AG (WBO:PAL) ROA %: 4.71% (As of Jun. 2025) — Near Median


WBO:PAL Palfinger AG WBO:PAL
82 GF Score
Price €32.25
GF Value €24.30
Valuation Significantly Overvalued
! 4 Warning Signs
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What is Palfinger AG ROA %?

Palfinger AG WBO:PAL +0.62% 82 ROA % is 4.71% as of Jun. 2025, which is 2% above its 10-year median of 4.61. GuruFocus rates WBO:PAL with a GF Score™ of 82/100 and a GF Value™ of €24.30 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 212 Farm & Heavy Construction Machinery companies, Palfinger AG ranks better than 50.47% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Palfinger AG's annualized Net Income for the quarter that ended in Jun. 2025 was €100 Mil. Palfinger AG's average Total Assets over the quarter that ended in Jun. 2025 was €2,127 Mil. Therefore, Palfinger AG's annualized ROA % for the quarter that ended in Jun. 2025 was 4.71%.

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

WBO:PAL' s ROA % Range Over the Past 10 Years
Min: -0.76   Med: 4.61   Max: 5.51
Current: 3.81

During the past 13 years, Palfinger AG's highest ROA % was 5.51%. The lowest was -0.76%. And the median was 4.61%.

WBO:PAL's ROA % is ranked better than
50.47% of 212 companies
in the Farm & Heavy Construction Machinery industry
Industry Median: 3.8 vs WBO:PAL: 3.81

Palfinger AG  (WBO:PAL) 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. 2025 )
=Net Income/Total Assets
=100.204/2127.242
=(Net Income / Revenue)*(Revenue / Total Assets)
=(100.204 / 2278.978)*(2278.978 / 2127.242)
=Net Margin %*Asset Turnover
=4.4 %*1.0713
=4.71 %

Note: The Net Income data used here is two times the semi-annual (Jun. 2025) net income data. The Revenue data used here is two times the semi-annual (Jun. 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.


Palfinger AG ROA % Related Terms


Palfinger AG ROA % Historical Data

* Premium members only.

The historical data trend for Palfinger AG'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.

Palfinger AG ROA % Chart

Palfinger AG Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.11 5.33 3.91 5.36 4.77

Palfinger AG Semi-Annual Data
Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25
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 6.33 4.33 6.43 2.93 4.71

WBO:PAL vs CAT, DE, PCAR: ROA % Comparison

For the Farm & Heavy Construction Machinery subindustry, Palfinger AG'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.


Palfinger AG ROA % vs Farm & Heavy Construction Machinery Industry

For the Farm & Heavy Construction Machinery industry and Industrials sector, Palfinger AG's ROA % distribution charts can be found below:

* The bar in red indicates where Palfinger AG's ROA % falls into.


WBO:PAL
82GF Score
Palfinger AG WBO:PAL
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Palfinger AG ROA % Calculation

Palfinger AG's annualized ROA % for the fiscal year that ended in Dec. 2024 is calculated as:

ROA %=Net Income (A: Dec. 2024 )/( (Total Assets (A: Dec. 2023 )+Total Assets (A: Dec. 2024 ))/ count )
=100.018/( (2061.102+2134.525)/ 2 )
=100.018/2097.8135
=4.77 %

Palfinger AG's annualized ROA % for the quarter that ended in Jun. 2025 is calculated as:

ROA %=Net Income (Q: Jun. 2025 )/( (Total Assets (Q: Dec. 2024 )+Total Assets (Q: Jun. 2025 ))/ count )
=100.204/( (2134.525+2119.959)/ 2 )
=100.204/2127.242
=4.71 %

* 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 (Jun. 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 4.71% mean?
Palfinger AG (WBO:PAL) has a ROA % of 4.71% as of Jun. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Palfinger AG and its competitors. This is near median its historical median of 4.61. According to the industry distribution chart, Palfinger AG ranks #105 out of 212 companies in the Farm & Heavy Construction Machinery industry, placing it in the top 49.5%.
Is Palfinger AG's ROA % too high?
Palfinger AG's current ROA % of 4.71% is near median its 10-year median of 4.61. The Farm & Heavy Construction Machinery industry median ROA % is 3.80. Palfinger AG's value of 4.71% is 23.9% above this industry median. Based on the distribution chart, Palfinger AG ranks #105 out of 212 companies in the Farm & Heavy Construction Machinery industry, which is above the industry midpoint. Overall, Palfinger AG has a GF Score™ of 82/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Palfinger AG's ROA % compare to CAT and DE?
According to the Farm & Heavy Construction Machinery industry distribution chart, Palfinger AG ranks #105 out of 212 companies for ROA %. This puts Palfinger AG in the upper half of its industry. The industry median ROA % is 3.80. Palfinger AG's value of 4.71% is 23.9% above this benchmark. While the company's 10-year median is 4.61 vs. the industry median of 3.80, Palfinger AG 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 Farm & Heavy Construction Machinery company?
The median ROA % among Farm & Heavy Construction Machinery companies is 3.80, based on 212 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. Palfinger AG's current ROA % of 4.71% is 23.9% 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 Palfinger AG and its competitors. For the Farm & Heavy Construction Machinery industry, the median ROA % is 3.80 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Palfinger AG's current ROA % is 4.71%, which is near median its own 10-year median of 4.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Palfinger AG stock overvalued right now?
Based on GuruFocus' analysis, Palfinger AG (WBO:PAL) is currently considered Significantly Overvalued. The stock's GF Value™ is €24.30, compared to a current price of €32.25 — trading 32.7% above its estimated fair value. The current ROA % is 4.71%, which is near median its 10-year median of 4.61 and 23.9% above the Farm & Heavy Construction Machinery industry median of 3.80. Palfinger AG's overall GF Score™ is 82/100 with 4 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 Palfinger AG (WBO:PAL), the current ROA % is 4.71% as of Jun. 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 Palfinger AG (WBO:PAL) Overvalued in 2026?

Based on GuruFocus' analysis, Palfinger AG stock appears to be overvalued. The current stock price of €32.25 is trading 32.7% above its estimated GF Value™ of €24.30. GuruFocus considers Palfinger AG to be Significantly Overvalued.

Key valuation signals for WBO:PAL:

  • ROA %: 4.71% (near median its 10-year median of 4.61)
  • GF Value™: €24.30 vs. price of €32.25 (32.7% above fair value)
  • GF Score™: 82/100 with 4 warning signs
  • Industry Position: 23.9% above the Farm & Heavy Construction Machinery median (#105 of 212)

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


Palfinger AG Business Description

Address Lamprechtshausener Bundesstrasse 8, Bergheim, AUT, 5101
Palfinger AG is an Austrian manufacturing company that offers cranes, forklifts, truck bodies, and lifting equipment for land and water vehicles. Palfinger has two operating segments: Sales & Service and Operations. Segment sales & service comprises the sales and service units. The segment operations comprise the production sites and the respective production share of the company. It earns the majority of revenue from the sales & service segment. Its geographical segments include Europe, Middle East, & Africa; North America; Latin America; Eurasia; Asia-Pacific; and Marine. Business in Europe, the Middle East, & the Africa region generates the majority of the company's revenue.
82GF Score

Get the complete analysis for WBO:PAL

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

€32.25
Price
€24.30
GF Value