Bellevue Group AGXSWX:BBN -0.56%63 ROA % is 2.25% as of Dec. 2025, which is 57% below its 10-year median of 5.21. GuruFocus rates XSWX:BBN with a GF Score™ of 63/100 and a GF Value™ of CHF9.82 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 1,639 Asset Management companies, Bellevue Group AG ranks worse than 65.95% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Bellevue Group AG's annualizedNet Income for the quarter that ended in Dec. 2025 was CHF3.40 Mil.
Bellevue Group AG's average Total Assets over the quarter that ended in Dec. 2025 was CHF151.30 Mil. Therefore, Bellevue Group AG's annualized ROA % for the quarter that ended in Dec. 2025 was 2.25%.
The historical rank and industry rank for Bellevue Group AG's ROA % or its related term are showing as below:
XSWX:BBN'
s ROA % Range Over the Past 10 Years
Min: -0.16 Med: 5.21 Max: 18.63
Current: 1.22
During the past 13 years, Bellevue Group AG's highest ROA % was 18.63%. The lowest was -0.16%. And the median was 5.21%.
XSWX:BBN's ROA % is ranked worse than 65.95% of 1639
companies
in the Asset Management industry
Industry Median: 3.95
vs XSWX:BBN: 1.22
Bellevue Group AG (XSWX:BBN) 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 two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-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.
Bellevue Group AG ROA % Related Terms
Bellevue Group AG ROA % Historical Data
* Premium members only.
The historical data trend for Bellevue Group AG'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 Asset Management subindustry, Bellevue Group AG'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.
Bellevue Group AG ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Bellevue Group AG's ROA % distribution charts can be found below:
* The bar in red indicates where Bellevue Group AG'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 two times the semi-annual (Dec. 2025) net income data.
ROA % is displayed in the 30-year financial page.
Bellevue Group AG (XSWX:BBN) has a ROA % of 2.25% 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 Bellevue Group AG and its competitors. This is 57% below median its historical median of 5.21. According to the industry distribution chart, Bellevue Group AG ranks #1081 out of 1639 companies in the Asset Management industry, placing it in the top 66%.
Is Bellevue Group AG's ROA % too high?
Bellevue Group AG's current ROA % of 2.25% is 57% below median its 10-year median of 5.21. The Asset Management industry median ROA % is 3.95. Bellevue Group AG's value of 2.25% is 43% below this industry median. Based on the distribution chart, Bellevue Group AG ranks #1081 out of 1639 companies in the Asset Management industry, which is below the industry midpoint. Overall, Bellevue Group AG has a GF Score™ of 63/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Bellevue Group AG's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Bellevue Group AG ranks #1081 out of 1639 companies for ROA %. This places Bellevue Group AG in the lower half of its industry. The industry median ROA % is 3.95. Bellevue Group AG's value of 2.25% is 43% below this benchmark. While the company's 10-year median is 5.21 vs. the industry median of 3.95, Bellevue Group AG has consistently been below 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 an Asset Management company?
The median ROA % among Asset Management companies is 3.95, based on 1,639 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. Bellevue Group AG's current ROA % of 2.25% is 43% 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 Bellevue Group AG and its competitors. For the Asset Management industry, the median ROA % is 3.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Bellevue Group AG's current ROA % is 2.25%, which is 57% below median its own 10-year median of 5.21. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Bellevue Group AG stock overvalued right now?
Based on GuruFocus' analysis, Bellevue Group AG (XSWX:BBN) is currently considered Modestly Undervalued. The stock's GF Value™ is CHF9.82, compared to a current price of CHF7.08 — trading 27.9% below its estimated fair value. The current ROA % is 2.25%, which is 57% below median its 10-year median of 5.21 and 43% below the Asset Management industry median of 3.95. Bellevue Group AG's overall GF Score™ is 63/100 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 Bellevue Group AG (XSWX:BBN), the current ROA % is 2.25% 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 Bellevue Group AG (XSWX:BBN) Overvalued in 2026?
Based on GuruFocus' analysis, Bellevue Group AG stock appears to be undervalued.
The current stock price of CHF7.08 is trading 27.9% below its estimated GF Value™ of CHF9.82.
GuruFocus considers Bellevue Group AG to be Modestly Undervalued.
Key valuation signals for XSWX:BBN:
ROA %: 2.25% (57% below median its 10-year median of 5.21)
GF Value™: CHF9.82 vs. price of CHF7.08 (27.9% below fair value)
Industry Position: 43% below the Asset Management median (#1081 of 1639)
No single metric tells the full story. See the XSWX:BBN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Bellevue Group AG is a Switzerland-based company operating in the finance industry. It is principally engaged in the field of asset management. The business operates in one segment. The segment consists of the operating business units Bellevue Asset Management, StarCapital, and Bellevue Private Markets. It focuses on managing equity portfolios for selected sectors and regional strategies.
63GF Score
Get the complete analysis for XSWX:BBN
ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
XSWX:BBN has been successfully added to your 
