Swissquote Group HoldingWBO:SQN2 -1.43%65 ROA % is 2.74% as of Dec. 2025, which is 86% above its 10-year median of 1.47. GuruFocus rates WBO:SQN2 with a GF Score™ of 65/100 and a GF Value™ of €41.38 (Fairly Valued). The stock has 1 warning sign investors should review. Among 816 Capital Markets companies, Swissquote Group Holding ranks better than 61.15% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Swissquote Group Holding's annualizedNet Income for the quarter that ended in Dec. 2025 was €446.2 Mil.
Swissquote Group Holding's average Total Assets over the quarter that ended in Dec. 2025 was €16,282.0 Mil. Therefore, Swissquote Group Holding's annualized ROA % for the quarter that ended in Dec. 2025 was 2.74%.
The historical rank and industry rank for Swissquote Group Holding's ROA % or its related term are showing as below:
WBO:SQN2'
s ROA % Range Over the Past 10 Years
Min: 0.54 Med: 1.47 Max: 2.53
Current: 2.51
During the past 13 years, Swissquote Group Holding's highest ROA % was 2.53%. The lowest was 0.54%. And the median was 1.47%.
WBO:SQN2's ROA % is ranked better than 61.15% of 816
companies
in the Capital Markets industry
Industry Median: 1.5
vs WBO:SQN2: 2.51
Swissquote Group Holding (WBO:SQN2) 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 banks 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:
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.
* 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.
For the Capital Markets subindustry, Swissquote Group Holding'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.
Swissquote Group Holding ROA % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Swissquote Group Holding's ROA % distribution charts can be found below:
* The bar in red indicates where Swissquote Group Holding's ROA % falls into.
* 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.
Swissquote Group Holding (WBO:SQN2) has a ROA % of 2.74% 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 Swissquote Group Holding and its competitors. This is 86% above median its historical median of 1.47. Over the past decade, Swissquote Group Holding's ROA % has ranged from 0.54 to 2.53. According to the industry distribution chart, Swissquote Group Holding ranks #317 out of 816 companies in the Capital Markets industry, placing it in the top 38.8%.
Is Swissquote Group Holding's ROA % too high?
Swissquote Group Holding's current ROA % of 2.74% is 86% above median its 10-year median of 1.47. Over the past 10 years, this metric has ranged from a low of 0.54 to a high of 2.53. The Capital Markets industry median ROA % is 1.50. Swissquote Group Holding's value of 2.74% is 82.7% above this industry median. Based on the distribution chart, Swissquote Group Holding ranks #317 out of 816 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Swissquote Group Holding has a GF Score™ of 65/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Swissquote Group Holding's ROA % compare to MS and GS?
According to the Capital Markets industry distribution chart, Swissquote Group Holding ranks #317 out of 816 companies for ROA %. This puts Swissquote Group Holding in the upper half of its industry. The industry median ROA % is 1.50. Swissquote Group Holding's value of 2.74% is 82.7% above this benchmark. Historically, Swissquote Group Holding's own ROA % has ranged from 0.54 to 2.53 over the past decade. While the company's 10-year median is 1.47 vs. the industry median of 1.50, Swissquote Group Holding 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 Capital Markets company?
The median ROA % among Capital Markets companies is 1.50, based on 816 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. Swissquote Group Holding's current ROA % of 2.74% is 82.7% 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 Swissquote Group Holding and its competitors. For the Capital Markets industry, the median ROA % is 1.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swissquote Group Holding's current ROA % is 2.74%, which is 86% above median its own 10-year median of 1.47. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swissquote Group Holding stock overvalued right now?
Based on GuruFocus' analysis, Swissquote Group Holding (WBO:SQN2) is currently considered Fairly Valued. The stock's GF Value™ is €41.38, compared to a current price of €41.47 — trading 0.2% above its estimated fair value. The current ROA % is 2.74%, which is 86% above median its 10-year median of 1.47 and 82.7% above the Capital Markets industry median of 1.50. Swissquote Group Holding's overall GF Score™ is 65/100 with 1 warning sign 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 Swissquote Group Holding (WBO:SQN2), the current ROA % is 2.74% 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 Swissquote Group Holding (WBO:SQN2) Overvalued in 2026?
Based on GuruFocus' analysis, Swissquote Group Holding stock appears to be overvalued.
The current stock price of €41.47 is trading 0.2% above its estimated GF Value™ of €41.38.
GuruFocus considers Swissquote Group Holding to be Fairly Valued.
Key valuation signals for WBO:SQN2:
ROA %: 2.74% (86% above median its 10-year median of 1.47)
GF Value™: €41.38 vs. price of €41.47 (0.2% above fair value)
Industry Position: 82.7% above the Capital Markets median (#317 of 816)
No single metric tells the full story. See the WBO:SQN2 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Swissquote Group Holding SA and its subsidiaries provide a comprehensive suite of online financial services to various customers, ranging from retail investors, affluent investors, to professional and institutional customers. The Group operates in Switzerland through Swissquote Bank Ltd and Yuh Ltd, and globally under the Swissquote brand with offices located in Europe, the Middle East and Africa, and Asia Pacific. Its operating segments are: Securities trading, Leveraged forex, and Neobanking. Maximum revenue is generated from the Securities trading segment, which provides trading services (including custody services) by means of tools to trade, in real time, in different asset classes, and offers investment, decision-making, risk-monitoring, and margin-lending services to its clients.
65GF Score
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