Fidere Patrimonio Socimi (XMAD:YFID) ROA %: 7.73% (As of Dec. 2025) — 689% Above Median


XMAD:YFID Fidere Patrimonio Socimi SA XMAD:YFID
68 GF Score
Price €40.00
GF Value €49.06
Valuation Modestly Undervalued
! 6 Warning Signs
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What is Fidere Patrimonio Socimi ROA %?

Fidere Patrimonio Socimi XMAD:YFID 68 ROA % is 7.73% as of Dec. 2025, which is 689% above its 10-year median of 0.98. GuruFocus rates XMAD:YFID with a GF Score™ of 68/100 and a GF Value™ of €49.06 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 938 REITs companies, Fidere Patrimonio Socimi ranks better than 79.32% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Fidere Patrimonio Socimi's annualized Net Income for the quarter that ended in Dec. 2025 was €41.15 Mil. Fidere Patrimonio Socimi's average Total Assets over the quarter that ended in Dec. 2025 was €532.30 Mil. Therefore, Fidere Patrimonio Socimi's annualized ROA % for the quarter that ended in Dec. 2025 was 7.73%.

The historical rank and industry rank for Fidere Patrimonio Socimi's ROA % or its related term are showing as below:

XMAD:YFID' s ROA % Range Over the Past 10 Years
Min: -4.29   Med: 0.98   Max: 7.73
Current: 7.73

During the past 11 years, Fidere Patrimonio Socimi's highest ROA % was 7.73%. The lowest was -4.29%. And the median was 0.98%.

XMAD:YFID's ROA % is ranked better than
79.32% of 938 companies
in the REITs industry
Industry Median: 3.2 vs XMAD:YFID: 7.73

Fidere Patrimonio Socimi  (XMAD:YFID) 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: Dec. 2025 )
=Net Income/Total Assets
=41.148/532.3
=(Net Income / Revenue)*(Revenue / Total Assets)
=(41.148 / 53.072)*(53.072 / 532.3)
=Net Margin %*Asset Turnover
=77.53 %*0.0997
=7.73 %

Note: The Net Income data used here is one times the annual (Dec. 2025) net income data. The Revenue data used here is one times the 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.


Fidere Patrimonio Socimi ROA % Related Terms


Fidere Patrimonio Socimi ROA % Historical Data

* Premium members only.

The historical data trend for Fidere Patrimonio Socimi'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.

Fidere Patrimonio Socimi ROA % Chart

Fidere Patrimonio Socimi 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 0.84 3.88 1.37 -1.41 7.73

Fidere Patrimonio Socimi Semi-Annual Data
Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only 0.84 3.88 1.37 -1.41 7.73

XMAD:YFID vs AVB, EQR, ESS: ROA % Comparison

For the REIT - Residential subindustry, Fidere Patrimonio Socimi'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.


Fidere Patrimonio Socimi ROA % vs REITs Industry

For the REITs industry and Real Estate sector, Fidere Patrimonio Socimi's ROA % distribution charts can be found below:

* The bar in red indicates where Fidere Patrimonio Socimi's ROA % falls into.


XMAD:YFID
68GF Score
Fidere Patrimonio Socimi SA XMAD:YFID
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Fidere Patrimonio Socimi ROA % Calculation

Fidere Patrimonio Socimi'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 )
=41.148/( (548.86+515.74)/ 2 )
=41.148/532.3
=7.73 %

Fidere Patrimonio Socimi's annualized ROA % for the quarter that ended in Dec. 2025 is calculated as:

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Dec. 2024 )+Total Assets (Q: Dec. 2025 ))/ count )
=41.148/( (548.86+515.74)/ 2 )
=41.148/532.3
=7.73 %

* 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 one times the annual (Dec. 2025) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 7.73% mean?
Fidere Patrimonio Socimi (XMAD:YFID) has a ROA % of 7.73% 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 Fidere Patrimonio Socimi and its competitors. This is 689% above median its historical median of 0.98. According to the industry distribution chart, Fidere Patrimonio Socimi ranks #194 out of 938 companies in the REITs industry, placing it in the top 20.7%.
Is Fidere Patrimonio Socimi's ROA % too high?
Fidere Patrimonio Socimi's current ROA % of 7.73% is 689% above median its 10-year median of 0.98. The REITs industry median ROA % is 3.20. Fidere Patrimonio Socimi's value of 7.73% is 141.6% above this industry median. Based on the distribution chart, Fidere Patrimonio Socimi ranks #194 out of 938 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, Fidere Patrimonio Socimi has a GF Score™ of 68/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Fidere Patrimonio Socimi's ROA % compare to AVB and EQR?
According to the REITs industry distribution chart, Fidere Patrimonio Socimi ranks #194 out of 938 companies for ROA %. This places Fidere Patrimonio Socimi in the top 21% of its industry — outperforming the majority of peers. The industry median ROA % is 3.20. Fidere Patrimonio Socimi's value of 7.73% is 141.6% above this benchmark. While the company's 10-year median is 0.98 vs. the industry median of 3.20, Fidere Patrimonio Socimi 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 REITs company?
The median ROA % among REITs companies is 3.20, based on 938 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. Fidere Patrimonio Socimi's current ROA % of 7.73% is 141.6% 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 Fidere Patrimonio Socimi and its competitors. For the REITs industry, the median ROA % is 3.20 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fidere Patrimonio Socimi's current ROA % is 7.73%, which is 689% above median its own 10-year median of 0.98. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fidere Patrimonio Socimi stock overvalued right now?
Based on GuruFocus' analysis, Fidere Patrimonio Socimi (XMAD:YFID) is currently considered Modestly Undervalued. The stock's GF Value™ is €49.06, compared to a current price of €40.00 — trading 18.5% below its estimated fair value. The current ROA % is 7.73%, which is 689% above median its 10-year median of 0.98 and 141.6% above the REITs industry median of 3.20. Fidere Patrimonio Socimi's overall GF Score™ is 68/100 with 6 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 Fidere Patrimonio Socimi (XMAD:YFID), the current ROA % is 7.73% 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 Fidere Patrimonio Socimi (XMAD:YFID) Overvalued in 2026?

Based on GuruFocus' analysis, Fidere Patrimonio Socimi stock appears to be undervalued. The current stock price of €40.00 is trading 18.5% below its estimated GF Value™ of €49.06. GuruFocus considers Fidere Patrimonio Socimi to be Modestly Undervalued.

Key valuation signals for XMAD:YFID:

  • ROA %: 7.73% (689% above median its 10-year median of 0.98)
  • GF Value™: €49.06 vs. price of €40.00 (18.5% below fair value)
  • GF Score™: 68/100 with 6 warning signs
  • Industry Position: 141.6% above the REITs median (#194 of 938)

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


Fidere Patrimonio Socimi Business Description

Industry Real EstateREITs
Address C/Santiago de Compostela 94, 3rd floor, Madrid, ESP, 28035
Fidere Patrimonio Socimi SA is a real estate investment company. It is focused on the acquisition, leasing and management of residential properties in Spain.
68GF Score

Get the complete analysis for XMAD:YFID

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

€40.00
Price
€49.06
GF Value