Phoenix Capital Holding ADXBUL:PCH 15 ROA % is 3.23% as of Mar. 2026, which is 33% below its 10-year median of 4.83. GuruFocus rates XBUL:PCH with a GF Score™ of 15/100 and a GF Value™ of €1,495.81 (Possible Value Trap). The stock has 7 warning signs investors should review. Among 1,800 Real Estate companies, Phoenix Capital Holding AD ranks better than 67.17% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Phoenix Capital Holding AD's annualizedNet Income for the quarter that ended in Mar. 2026 was €1.36 Mil.
Phoenix Capital Holding AD's average Total Assets over the quarter that ended in Mar. 2026 was €42.07 Mil. Therefore, Phoenix Capital Holding AD's annualized ROA % for the quarter that ended in Mar. 2026 was 3.23%.
The historical rank and industry rank for Phoenix Capital Holding AD's ROA % or its related term are showing as below:
XBUL:PCH'
s ROA % Range Over the Past 10 Years
Min: 0.1 Med: 4.83 Max: 25.41
Current: 3.41
During the past 13 years, Phoenix Capital Holding AD's highest ROA % was 25.41%. The lowest was 0.10%. And the median was 4.83%.
XBUL:PCH's ROA % is ranked better than 67.17% of 1800
companies
in the Real Estate industry
Industry Median: 1.7
vs XBUL:PCH: 3.41
Phoenix Capital Holding AD (XBUL:PCH) 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 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.
* 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 Real Estate Services subindustry, Phoenix Capital Holding AD'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.
Phoenix Capital Holding AD ROA % vs Real Estate Industry
For the Real Estate industry and Real Estate sector, Phoenix Capital Holding AD's ROA % distribution charts can be found below:
* The bar in red indicates where Phoenix Capital Holding AD'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 four times the quarterly (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Phoenix Capital Holding AD (XBUL:PCH) has a ROA % of 3.23% 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 Phoenix Capital Holding AD and its competitors. This is 33% below median its historical median of 4.83. Over the past decade, Phoenix Capital Holding AD's ROA % has ranged from 0.10 to 25.41. According to the industry distribution chart, Phoenix Capital Holding AD ranks #591 out of 1800 companies in the Real Estate industry, placing it in the top 32.8%.
Is Phoenix Capital Holding AD's ROA % too high?
Phoenix Capital Holding AD's current ROA % of 3.23% is 33% below median its 10-year median of 4.83. Over the past 10 years, this metric has ranged from a low of 0.10 to a high of 25.41. The Real Estate industry median ROA % is 1.70. Phoenix Capital Holding AD's value of 3.23% is 90% above this industry median. Based on the distribution chart, Phoenix Capital Holding AD ranks #591 out of 1800 companies in the Real Estate industry, which is above the industry midpoint. Overall, Phoenix Capital Holding AD has a GF Score™ of 15/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Phoenix Capital Holding AD's ROA % compare to CBRE and BEKE?
According to the Real Estate industry distribution chart, Phoenix Capital Holding AD ranks #591 out of 1800 companies for ROA %. This puts Phoenix Capital Holding AD in the upper half of its industry. The industry median ROA % is 1.70. Phoenix Capital Holding AD's value of 3.23% is 90% above this benchmark. Historically, Phoenix Capital Holding AD's own ROA % has ranged from 0.10 to 25.41 over the past decade. While the company's 10-year median is 4.83 vs. the industry median of 1.70, Phoenix Capital Holding AD 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 1,800 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. Phoenix Capital Holding AD's current ROA % of 3.23% is 90% 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 Phoenix Capital Holding AD 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. Phoenix Capital Holding AD's current ROA % is 3.23%, which is 33% below median its own 10-year median of 4.83. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Phoenix Capital Holding AD stock overvalued right now?
Based on GuruFocus' analysis, Phoenix Capital Holding AD (XBUL:PCH) is currently considered Possible Value Trap. The stock's GF Value™ is €1,495.81, compared to a current price of €900.00 — trading 39.8% below its estimated fair value. The current ROA % is 3.23%, which is 33% below median its 10-year median of 4.83 and 90% above the Real Estate industry median of 1.70. Phoenix Capital Holding AD's overall GF Score™ is 15/100 with 7 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 Phoenix Capital Holding AD (XBUL:PCH), the current ROA % is 3.23% 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.
Is Phoenix Capital Holding AD (XBUL:PCH) Overvalued in 2026?
Based on GuruFocus' analysis, Phoenix Capital Holding AD stock appears to be undervalued.
The current stock price of €900.00 is trading 39.8% below its estimated GF Value™ of €1,495.81.
GuruFocus considers Phoenix Capital Holding AD to be Possible Value Trap.
Key valuation signals for XBUL:PCH:
ROA %: 3.23% (33% below median its 10-year median of 4.83)
GF Value™: €1,495.81 vs. price of €900.00 (39.8% below fair value)
Industry Position: 90% above the Real Estate median (#591 of 1800)
No single metric tells the full story. See the XBUL:PCH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Phoenix Capital Holding AD is engaged in the acquisition of real estate, its management (including rental and construction works and improvements) and sale of the property. The company focuses on residential properties, office buildings, and holiday properties and hotels.
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