Synergon Holding AD (XBUL:SNRG) ROA %: 1.90% (As of Mar. 2026)


XBUL:SNRG Synergon Holding AD XBUL:SNRG
34 GF Score
Price €0.44
GF Value €0.89
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Synergon Holding AD ROA %?

Synergon Holding AD XBUL:SNRG 34 ROA % is 1.90% as of Mar. 2026. GuruFocus rates XBUL:SNRG with a GF Score™ of 34/100 and a GF Value™ of €0.89 (Significantly Undervalued). The stock has 2 warning signs investors should review. Among 1,632 Asset Management companies, Synergon Holding AD ranks worse than 67.89% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Synergon Holding AD's annualized Net Income for the quarter that ended in Mar. 2026 was €4.2 Mil. Synergon Holding AD's average Total Assets over the quarter that ended in Mar. 2026 was €222.2 Mil. Therefore, Synergon Holding AD's annualized ROA % for the quarter that ended in Mar. 2026 was 1.90%.

The historical rank and industry rank for Synergon Holding AD's ROA % or its related term are showing as below:

XBUL:SNRG' s ROA % Range Over the Past 10 Years
Min: -3.38   Med: -0.76   Max: 8.03
Current: 0.95

During the past 13 years, Synergon Holding AD's highest ROA % was 8.03%. The lowest was -3.38%. And the median was -0.76%.

XBUL:SNRG's ROA % is ranked worse than
67.89% of 1632 companies
in the Asset Management industry
Industry Median: 3.99 vs XBUL:SNRG: 0.95

Synergon Holding AD  (XBUL:SNRG) 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
=4.228/222.223
=(Net Income / Revenue)*(Revenue / Total Assets)
=(4.228 / 465.64)*(465.64 / 222.223)
=Net Margin %*Asset Turnover
=0.91 %*2.0954
=1.90 %

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.


Synergon Holding AD ROA % Related Terms


Synergon Holding AD ROA % Historical Data

* Premium members only.

The historical data trend for Synergon Holding AD'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.

Synergon Holding AD ROA % Chart

Synergon Holding AD 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 -2.66 8.03 2.76 -0.07 1.72

Synergon Holding AD 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 5.02 -3.23 6.37 -1.26 1.90

XBUL:SNRG vs BLK, BX, KKR: ROA % Comparison

For the Asset Management subindustry, Synergon 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.


Synergon Holding AD ROA % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Synergon Holding AD's ROA % distribution charts can be found below:

* The bar in red indicates where Synergon Holding AD's ROA % falls into.


XBUL:SNRG
34GF Score
Synergon Holding AD XBUL:SNRG
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Synergon Holding AD ROA % Calculation

Synergon Holding AD'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 )
=3.643/( (209.676+214.476)/ 2 )
=3.643/212.076
=1.72 %

Synergon Holding AD'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 )
=4.228/( (214.476+229.97)/ 2 )
=4.228/222.223
=1.90 %

* 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 1.90% mean?
Synergon Holding AD (XBUL:SNRG) has a ROA % of 1.90% 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 Synergon Holding AD and its competitors. According to the industry distribution chart, Synergon Holding AD ranks #1108 out of 1632 companies in the Asset Management industry, placing it in the top 67.9%.
Is Synergon Holding AD's ROA % too high?
Synergon Holding AD's current ROA % is 1.90%. The Asset Management industry median ROA % is 3.99. Synergon Holding AD's value of 1.90% is 52.4% below this industry median. Based on the distribution chart, Synergon Holding AD ranks #1108 out of 1632 companies in the Asset Management industry, which is below the industry midpoint. Overall, Synergon Holding AD has a GF Score™ of 34/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Synergon Holding AD's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Synergon Holding AD ranks #1108 out of 1632 companies for ROA %. This places Synergon Holding AD in the lower half of its industry. The industry median ROA % is 3.99. Synergon Holding AD's value of 1.90% is 52.4% below this benchmark. 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 Asset Management company?
The median ROA % among Asset Management companies is 3.99, based on 1,632 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. Synergon Holding AD's current ROA % of 1.90% is 52.4% below 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 Synergon Holding AD and its competitors. For the Asset Management industry, the median ROA % is 3.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Synergon Holding AD's current ROA % is 1.90%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Synergon Holding AD stock overvalued right now?
Based on GuruFocus' analysis, Synergon Holding AD (XBUL:SNRG) is currently considered Significantly Undervalued. The stock's GF Value™ is €0.89, compared to a current price of €0.44 — trading 50.6% below its estimated fair value. The current ROA % is 1.90% and 52.4% below the Asset Management industry median of 3.99. Synergon Holding AD's overall GF Score™ is 34/100 with 2 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 Synergon Holding AD (XBUL:SNRG), the current ROA % is 1.90% 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 Synergon Holding AD (XBUL:SNRG) Overvalued in 2026?

Based on GuruFocus' analysis, Synergon Holding AD stock appears to be undervalued. The current stock price of €0.44 is trading 50.6% below its estimated GF Value™ of €0.89. GuruFocus considers Synergon Holding AD to be Significantly Undervalued.

Key valuation signals for XBUL:SNRG:

  • ROA %: 1.90%
  • GF Value™: €0.89 vs. price of €0.44 (50.6% below fair value)
  • GF Score™: 34/100 with 2 warning signs
  • Industry Position: 52.4% below the Asset Management median (#1108 of 1632)

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


Synergon Holding AD Business Description

Address 2 Solunska Street, Sofia, BGR, 1000
Synergon Holding AD is engaged in acquisition, management, valuation and sales of stake, patents, and bonds in Bulgaria and internationally. The company is also engaged in providing tourist services, hotel and restaurant services.
34GF Score

Get the complete analysis for XBUL:SNRG

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

€0.44
Price
€0.89
GF Value