BKW AGXSWX:BKW -1.09%75 ROA % is 3.03% as of Dec. 2025, which is 21% below its 10-year median of 3.82. GuruFocus rates XSWX:BKW with a GF Score™ of 75/100 and a GF Value™ of CHF149.61 (Fairly Valued). The stock has 3 warning signs investors should review. Among 449 Utilities - Independent Power Producers companies, BKW AG ranks better than 66.82% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. BKW AG's annualizedNet Income for the quarter that ended in Dec. 2025 was CHF340 Mil.
BKW AG's average Total Assets over the quarter that ended in Dec. 2025 was CHF11,235 Mil. Therefore, BKW AG's annualized ROA % for the quarter that ended in Dec. 2025 was 3.03%.
The historical rank and industry rank for BKW AG's ROA % or its related term are showing as below:
XSWX:BKW'
s ROA % Range Over the Past 10 Years
Min: 2.05 Med: 3.82 Max: 5.5
Current: 3.14
During the past 13 years, BKW AG's highest ROA % was 5.50%. The lowest was 2.05%. And the median was 3.82%.
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.
BKW AG ROA % Related Terms
BKW AG ROA % Historical Data
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The historical data trend for BKW 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 Utilities - Renewable subindustry, BKW 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.
BKW AG ROA % vs Utilities - Independent Power Producers Industry
For the Utilities - Independent Power Producers industry and Utilities sector, BKW AG's ROA % distribution charts can be found below:
* The bar in red indicates where BKW 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.
BKW AG (XSWX:BKW) has a ROA % of 3.03% 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 BKW AG and its competitors. This is 21% below median its historical median of 3.82. Over the past decade, BKW AG's ROA % has ranged from 2.05 to 5.50. According to the industry distribution chart, BKW AG ranks #149 out of 449 companies in the Utilities - Independent Power Producers industry, placing it in the top 33.2%.
Is BKW AG's ROA % too high?
BKW AG's current ROA % of 3.03% is 21% below median its 10-year median of 3.82. Over the past 10 years, this metric has ranged from a low of 2.05 to a high of 5.50. The Utilities - Independent Power Producers industry median ROA % is 1.20. BKW AG's value of 3.03% is 152.5% above this industry median. Based on the distribution chart, BKW AG ranks #149 out of 449 companies in the Utilities - Independent Power Producers industry, which is above the industry midpoint. Overall, BKW AG has a GF Score™ of 75/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does BKW AG's ROA % compare to competitors?
According to the Utilities - Independent Power Producers industry distribution chart, BKW AG ranks #149 out of 449 companies for ROA %. This puts BKW AG in the upper half of its industry. The industry median ROA % is 1.20. BKW AG's value of 3.03% is 152.5% above this benchmark. Historically, BKW AG's own ROA % has ranged from 2.05 to 5.50 over the past decade. While the company's 10-year median is 3.82 vs. the industry median of 1.20, BKW AG 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 an Utilities - Independent Power Producers company?
The median ROA % among Utilities - Independent Power Producers companies is 1.20, based on 449 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. BKW AG's current ROA % of 3.03% is 152.5% 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 BKW AG and its competitors. For the Utilities - Independent Power Producers industry, the median ROA % is 1.20 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. BKW AG's current ROA % is 3.03%, which is 21% below median its own 10-year median of 3.82. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is BKW AG stock overvalued right now?
Based on GuruFocus' analysis, BKW AG (XSWX:BKW) is currently considered Fairly Valued. The stock's GF Value™ is CHF149.61, compared to a current price of CHF136.20 — trading 9% below its estimated fair value. The current ROA % is 3.03%, which is 21% below median its 10-year median of 3.82 and 152.5% above the Utilities - Independent Power Producers industry median of 1.20. BKW AG's overall GF Score™ is 75/100 with 3 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 BKW AG (XSWX:BKW), the current ROA % is 3.03% 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 BKW AG (XSWX:BKW) Overvalued in 2026?
Based on GuruFocus' analysis, BKW AG stock appears to be undervalued.
The current stock price of CHF136.20 is trading 9% below its estimated GF Value™ of CHF149.61.
GuruFocus considers BKW AG to be Fairly Valued.
Key valuation signals for XSWX:BKW:
ROA %: 3.03% (21% below median its 10-year median of 3.82)
GF Value™: CHF149.61 vs. price of CHF136.20 (9% below fair value)
Industry Position: 152.5% above the Utilities - Independent Power Producers median (#149 of 449)
No single metric tells the full story. See the XSWX:BKW stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
BKW AG is an international energy and infrastructure company, offering integrated solutions in the fields of energy, buildings, and infrastructure. It operates in three reportable business segments: Energy Solutions, Power Grid, and Infrastructure and Buildings. Maximum revenue is generated from the Energy Solutions segment, which builds, operates, and maintains BKW's portfolio of power plants in Switzerland and abroad. It also includes the sale of energy in Switzerland, trading in electricity, certificates, and raw materials, as well as wind, solar, and smart energy services. Geographically, the group generates maximum revenue from its business in Switzerland, followed by Germany, Italy, France, and other countries.
75GF Score
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