ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Barita Investments's annualizedNet Income for the quarter that ended in Mar. 2026 was JMD4,682 Mil.
Barita Investments's average Total Assets over the quarter that ended in Mar. 2026 was JMD163,912 Mil. Therefore, Barita Investments's annualized ROA % for the quarter that ended in Mar. 2026 was 2.86%.
The historical rank and industry rank for Barita Investments's ROA % or its related term are showing as below:
XJAM:BIL'
s ROA % Range Over the Past 10 Years
Min: 1.33 Med: 2.85 Max: 5.72
Current: 2.08
During the past 13 years, Barita Investments's highest ROA % was 5.72%. The lowest was 1.33%. And the median was 2.85%.
XJAM:BIL's ROA % is ranked better than 57.3% of 815
companies
in the Capital Markets industry
Industry Median: 1.51
vs XJAM:BIL: 2.08
Barita Investments (XJAM:BIL) 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.
Barita Investments ROA % Related Terms
Barita Investments ROA % Historical Data
* Premium members only.
The historical data trend for Barita Investments'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.
For the Capital Markets subindustry, Barita Investments'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.
Barita Investments ROA % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Barita Investments's ROA % distribution charts can be found below:
* The bar in red indicates where Barita Investments'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.
Barita Investments (XJAM:BIL) has a ROA % of 2.86% 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 Barita Investments and its competitors. This is near median its historical median of 2.85. Over the past decade, Barita Investments' ROA % has ranged from 1.33 to 5.72. According to the industry distribution chart, Barita Investments ranks #348 out of 815 companies in the Capital Markets industry, placing it in the top 42.7%.
Is Barita Investments' ROA % too high?
Barita Investments' current ROA % of 2.86% is near median its 10-year median of 2.85. Over the past 10 years, this metric has ranged from a low of 1.33 to a high of 5.72. The Capital Markets industry median ROA % is 1.51. Barita Investments' value of 2.86% is 89.4% above this industry median. Based on the distribution chart, Barita Investments ranks #348 out of 815 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Barita Investments has a GF Score™ of 61/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Barita Investments' ROA % compare to MS and GS?
According to the Capital Markets industry distribution chart, Barita Investments ranks #348 out of 815 companies for ROA %. This puts Barita Investments in the upper half of its industry. The industry median ROA % is 1.51. Barita Investments' value of 2.86% is 89.4% above this benchmark. Historically, Barita Investments' own ROA % has ranged from 1.33 to 5.72 over the past decade. While the company's 10-year median is 2.85 vs. the industry median of 1.51, Barita Investments 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 1.51, based on 815 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. Barita Investments's current ROA % of 2.86% is 89.4% 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 Barita Investments and its competitors. For the Capital Markets industry, the median ROA % is 1.51 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Barita Investments's current ROA % is 2.86%, which is near median its own 10-year median of 2.85. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barita Investments stock overvalued right now?
Based on GuruFocus' analysis, Barita Investments (XJAM:BIL) is currently considered Possible Value Trap. The stock's GF Value™ is JMD17,082.17, compared to a current price of JMD68.29 — trading 99.6% below its estimated fair value. The current ROA % is 2.86%, which is near median its 10-year median of 2.85 and 89.4% above the Capital Markets industry median of 1.51. Barita Investments' overall GF Score™ is 61/100 with 5 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 Barita Investments (XJAM:BIL), the current ROA % is 2.86% 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 Barita Investments (XJAM:BIL) Overvalued in 2026?
Based on GuruFocus' analysis, Barita Investments stock appears to be undervalued.
The current stock price of JMD68.29 is trading 99.6% below its estimated GF Value™ of JMD17,082.17.
GuruFocus considers Barita Investments to be Possible Value Trap.
Key valuation signals for XJAM:BIL:
ROA %: 2.86% (near median its 10-year median of 2.85)
GF Value™: JMD17,082.17 vs. price of JMD68.29 (99.6% below fair value)
Industry Position: 89.4% above the Capital Markets median (#348 of 815)
No single metric tells the full story. See the XJAM:BIL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Barita Investments Ltd is a licensed securities dealer, investment manager, pension administrator and cambio operator and has primary dealer status from Bank of Jamaica. The principal activities of company are securities brokerage, money market activities, cambio operations, investment banking, and fund management. Its products are Unit Trust Funds, Barita GPS, FX Income Accumulator, Capital Growth Fund, Money Market Fund, FX Growth Portfolio, FX Bond Portfolio, Real Estate Portfolio, Income Portfolio, Pension Management Fund, Individual Retirement Scheme, Fixed Income, Stocks and Research, etc. The company has three segments Fixed Income, Fund Management, and Other operations. The majority of revenue comes from Fixed Income which includes money market activities and securities broking.
61GF Score
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