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Excelsior United Development (XMAU:EUDC.I0000) ROA % : 3.99% (As of Mar. 2024)


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What is Excelsior United Development ROA %?

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Excelsior United Development's annualized Net Income for the quarter that ended in Mar. 2024 was MUR88.18 Mil. Excelsior United Development's average Total Assets over the quarter that ended in Mar. 2024 was MUR2,209.55 Mil. Therefore, Excelsior United Development's annualized ROA % for the quarter that ended in Mar. 2024 was 3.99%.

The historical rank and industry rank for Excelsior United Development's ROA % or its related term are showing as below:

XMAU:EUDC.I0000' s ROA % Range Over the Past 10 Years
Min: 4.71   Med: 8.09   Max: 14.63
Current: 8.29

During the past 13 years, Excelsior United Development's highest ROA % was 14.63%. The lowest was 4.71%. And the median was 8.09%.

XMAU:EUDC.I0000's ROA % is ranked better than
74.07% of 216 companies
in the Beverages - Alcoholic industry
Industry Median: 3.515 vs XMAU:EUDC.I0000: 8.29

Excelsior United Development ROA % Historical Data

The historical data trend for Excelsior United Development'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.

* Premium members only.

Excelsior United Development ROA % Chart

Excelsior United Development Annual Data
Trend Jun14 Jun15 Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.71 10.32 8.41 14.63 8.35

Excelsior United Development Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
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 5.97 7.99 7.87 13.36 3.99

Competitive Comparison of Excelsior United Development's ROA %

For the Beverages - Wineries & Distilleries subindustry, Excelsior United Development'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.


Excelsior United Development's ROA % Distribution in the Beverages - Alcoholic Industry

For the Beverages - Alcoholic industry and Consumer Defensive sector, Excelsior United Development's ROA % distribution charts can be found below:

* The bar in red indicates where Excelsior United Development's ROA % falls into.



Excelsior United Development ROA % Calculation

Excelsior United Development's annualized ROA % for the fiscal year that ended in Jun. 2023 is calculated as:

ROA %=Net Income (A: Jun. 2023 )/( (Total Assets (A: Jun. 2022 )+Total Assets (A: Jun. 2023 ))/ count )
=175.864/( (2060.86+2151.713)/ 2 )
=175.864/2106.2865
=8.35 %

Excelsior United Development's annualized ROA % for the quarter that ended in Mar. 2024 is calculated as:

ROA %=Net Income (Q: Mar. 2024 )/( (Total Assets (Q: Dec. 2023 )+Total Assets (Q: Mar. 2024 ))/ count )
=88.18/( (2203.871+2215.234)/ 2 )
=88.18/2209.5525
=3.99 %

* 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. 2024) net income data. ROA % is displayed in the 30-year financial page.


Excelsior United Development  (XMAU:EUDC.I0000) 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. 2024 )
=Net Income/Total Assets
=88.18/2209.5525
=(Net Income / Revenue)*(Revenue / Total Assets)
=(88.18 / 47.188)*(47.188 / 2209.5525)
=Net Margin %*Asset Turnover
=186.87 %*0.0214
=3.99 %

Note: The Net Income data used here is four times the quarterly (Mar. 2024) net income data. The Revenue data used here is four times the quarterly (Mar. 2024) 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.


Excelsior United Development ROA % Related Terms

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Excelsior United Development (XMAU:EUDC.I0000) Business Description

Traded in Other Exchanges
N/A
Address
C/O Promotion and Development Ltd, 8th Floor, Dias Pier, Le Caudan Waterfront, Port-Louis, MUS
Excelsior United Development Companies Ltd engages in importing, producing, and selling alcoholic products. The company produces rum, alcohol, and vinegar for the local and for export markets. It also invests in shares and holds properties. Its segments consist of Investments that invest in shares, Property Rental, and Beverages that produce, import, and sell alcoholic products. The majority of the revenue is derived from its property segment which leases offices and parking spaces. Its geographical segment includes Mauritius.

Excelsior United Development (XMAU:EUDC.I0000) Headlines

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