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What is Bolkan Property Instruments REIT-Sofia ROA %?
Bolkan Property Instruments REIT-SofiaXBUL:BPI 15 ROA % is 15.05% as of Mar. 2026, which is 119% above its 10-year median of 6.87. GuruFocus rates XBUL:BPI with a GF Score™ of 15/100. The stock has 3 warning signs investors should review. Among 506 Insurance companies, Bolkan Property Instruments REIT-Sofia ranks better than 88.34% on this metric.
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 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.
Bolkan Property Instruments REIT-Sofia ROA % Related Terms
Bolkan Property Instruments REIT-Sofia ROA % Historical 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.
For the Insurance - Diversified subindustry, Bolkan Property Instruments REIT-Sofia'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.
Bolkan Property Instruments REIT-Sofia ROA % vs Insurance Industry
* 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.
Bolkan Property Instruments REIT-Sofia (XBUL:BPI) has a ROA % of 15.05% 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 Bolkan Property Instruments REIT-Sofia and its competitors. This is 119% above median its historical median of 6.87. Over the past decade, Bolkan Property Instruments REIT-Sofia's ROA % has ranged from 4.16 to 10.34. According to the industry distribution chart, Bolkan Property Instruments REIT-Sofia ranks #59 out of 506 companies in the Insurance industry, placing it in the top 11.7%.
Is Bolkan Property Instruments REIT-Sofia's ROA % too high?
Bolkan Property Instruments REIT-Sofia's current ROA % of 15.05% is 119% above median its 10-year median of 6.87. Over the past 10 years, this metric has ranged from a low of 4.16 to a high of 10.34. The Insurance industry median ROA % is 2.62. Bolkan Property Instruments REIT-Sofia's value of 15.05% is 474.4% above this industry median. Based on the distribution chart, Bolkan Property Instruments REIT-Sofia ranks #59 out of 506 companies in the Insurance industry, which is in the top quartile — a strong position relative to peers. Overall, Bolkan Property Instruments REIT-Sofia has a GF Score™ of 15/100, reflecting its overall financial health beyond just this single metric.
How does Bolkan Property Instruments REIT-Sofia's ROA % compare to BRK.A and AIG?
According to the Insurance industry distribution chart, Bolkan Property Instruments REIT-Sofia ranks #59 out of 506 companies for ROA %. This places Bolkan Property Instruments REIT-Sofia in the top 12% of its industry — outperforming the majority of peers. The industry median ROA % is 2.62. Bolkan Property Instruments REIT-Sofia's value of 15.05% is 474.4% above this benchmark. Historically, Bolkan Property Instruments REIT-Sofia's own ROA % has ranged from 4.16 to 10.34 over the past decade. While the company's 10-year median is 6.87 vs. the industry median of 2.62, Bolkan Property Instruments REIT-Sofia 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 Insurance company?
The median ROA % among Insurance companies is 2.62, based on 506 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. Bolkan Property Instruments REIT-Sofia's current ROA % of 15.05% is 474.4% 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 Bolkan Property Instruments REIT-Sofia and its competitors. For the Insurance industry, the median ROA % is 2.62 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Bolkan Property Instruments REIT-Sofia's current ROA % is 15.05%, which is 119% above median its own 10-year median of 6.87. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Bolkan Property Instruments REIT-Sofia stock overvalued right now?
Bolkan Property Instruments REIT-Sofia (XBUL:BPI) has a current ROA % of 15.05%. The current ROA % is 15.05%, which is 119% above median its 10-year median of 6.87 and 474.4% above the Insurance industry median of 2.62. Bolkan Property Instruments REIT-Sofia's overall GF Score™ is 15/100 with 3 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 Bolkan Property Instruments REIT-Sofia (XBUL:BPI), the current ROA % is 15.05% 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.
Bolkan Property Instruments REIT-Sofia Business Description
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