Phoenix Mecano AG (XSWX:PMN) ROA %: 5.58% (As of Dec. 2025) — Near Median


XSWX:PMN Phoenix Mecano AG XSWX:PMN
73 GF Score
Price CHF430.00
GF Value CHF439.04
Valuation Fairly Valued
! 2 Warning Signs
View Full Analysis

What is Phoenix Mecano AG ROA %?

Phoenix Mecano AG XSWX:PMN 73 ROA % is 5.58% as of Dec. 2025, which is 6% above its 10-year median of 5.26. GuruFocus rates XSWX:PMN with a GF Score™ of 73/100 and a GF Value™ of CHF439.04 (Fairly Valued). The stock has 2 warning signs investors should review. Among 3,081 Industrial Products companies, Phoenix Mecano AG ranks better than 64.3% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Phoenix Mecano AG's annualized Net Income for the quarter that ended in Dec. 2025 was CHF30.5 Mil. Phoenix Mecano AG's average Total Assets over the quarter that ended in Dec. 2025 was CHF547.4 Mil. Therefore, Phoenix Mecano AG's annualized ROA % for the quarter that ended in Dec. 2025 was 5.58%.

The historical rank and industry rank for Phoenix Mecano AG's ROA % or its related term are showing as below:

XSWX:PMN' s ROA % Range Over the Past 10 Years
Min: 1.74   Med: 5.26   Max: 7.69
Current: 5.06

During the past 13 years, Phoenix Mecano AG's highest ROA % was 7.69%. The lowest was 1.74%. And the median was 5.26%.

XSWX:PMN's ROA % is ranked better than
64.3% of 3081 companies
in the Industrial Products industry
Industry Median: 3.06 vs XSWX:PMN: 5.06

Phoenix Mecano AG  (XSWX:PMN) 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
=30.532/547.367
=(Net Income / Revenue)*(Revenue / Total Assets)
=(30.532 / 691.904)*(691.904 / 547.367)
=Net Margin %*Asset Turnover
=4.41 %*1.2641
=5.58 %

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.


Phoenix Mecano AG ROA % Related Terms


Phoenix Mecano AG ROA % Historical Data

* Premium members only.

The historical data trend for Phoenix Mecano 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.

Phoenix Mecano AG ROA % Chart

Phoenix Mecano AG 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 5.34 6.43 7.43 5.61 4.96

Phoenix Mecano AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 8.44 5.79 5.59 4.65 5.58

XSWX:PMN vs GEV, ETN, PH: ROA % Comparison

For the Specialty Industrial Machinery subindustry, Phoenix Mecano 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.


Phoenix Mecano AG ROA % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Phoenix Mecano AG's ROA % distribution charts can be found below:

* The bar in red indicates where Phoenix Mecano AG's ROA % falls into.


XSWX:PMN
73GF Score
Phoenix Mecano AG XSWX:PMN
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Phoenix Mecano AG ROA % Calculation

Phoenix Mecano AG'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 )
=28.237/( (582.389+556.259)/ 2 )
=28.237/569.324
=4.96 %

Phoenix Mecano AG's annualized ROA % for the quarter that ended in Dec. 2025 is calculated as:

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=30.532/( (538.475+556.259)/ 2 )
=30.532/547.367
=5.58 %

* 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.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 5.58% mean?
Phoenix Mecano AG (XSWX:PMN) has a ROA % of 5.58% 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 Phoenix Mecano AG and its competitors. This is near median its historical median of 5.26. Over the past decade, Phoenix Mecano AG's ROA % has ranged from 1.74 to 7.69. According to the industry distribution chart, Phoenix Mecano AG ranks #1100 out of 3081 companies in the Industrial Products industry, placing it in the top 35.7%.
Is Phoenix Mecano AG's ROA % too high?
Phoenix Mecano AG's current ROA % of 5.58% is near median its 10-year median of 5.26. Over the past 10 years, this metric has ranged from a low of 1.74 to a high of 7.69. The Industrial Products industry median ROA % is 3.06. Phoenix Mecano AG's value of 5.58% is 82.4% above this industry median. Based on the distribution chart, Phoenix Mecano AG ranks #1100 out of 3081 companies in the Industrial Products industry, which is above the industry midpoint. Overall, Phoenix Mecano AG has a GF Score™ of 73/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Phoenix Mecano AG's ROA % compare to GEV and ETN?
According to the Industrial Products industry distribution chart, Phoenix Mecano AG ranks #1100 out of 3081 companies for ROA %. This puts Phoenix Mecano AG in the upper half of its industry. The industry median ROA % is 3.06. Phoenix Mecano AG's value of 5.58% is 82.4% above this benchmark. Historically, Phoenix Mecano AG's own ROA % has ranged from 1.74 to 7.69 over the past decade. While the company's 10-year median is 5.26 vs. the industry median of 3.06, Phoenix Mecano 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 Industrial Products company?
The median ROA % among Industrial Products companies is 3.06, based on 3,081 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. Phoenix Mecano AG's current ROA % of 5.58% is 82.4% 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 Phoenix Mecano AG and its competitors. For the Industrial Products industry, the median ROA % is 3.06 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Phoenix Mecano AG's current ROA % is 5.58%, which is near median its own 10-year median of 5.26. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Phoenix Mecano AG stock overvalued right now?
Based on GuruFocus' analysis, Phoenix Mecano AG (XSWX:PMN) is currently considered Fairly Valued. The stock's GF Value™ is CHF439.04, compared to a current price of CHF430.00 — trading 2.1% below its estimated fair value. The current ROA % is 5.58%, which is near median its 10-year median of 5.26 and 82.4% above the Industrial Products industry median of 3.06. Phoenix Mecano AG's overall GF Score™ is 73/100 with 2 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 Phoenix Mecano AG (XSWX:PMN), the current ROA % is 5.58% 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 Phoenix Mecano AG (XSWX:PMN) Overvalued in 2026?

Based on GuruFocus' analysis, Phoenix Mecano AG stock appears to be undervalued. The current stock price of CHF430.00 is trading 2.1% below its estimated GF Value™ of CHF439.04. GuruFocus considers Phoenix Mecano AG to be Fairly Valued.

Key valuation signals for XSWX:PMN:

  • ROA %: 5.58% (near median its 10-year median of 5.26)
  • GF Value™: CHF439.04 vs. price of CHF430.00 (2.1% below fair value)
  • GF Score™: 73/100 with 2 warning signs
  • Industry Position: 82.4% above the Industrial Products median (#1100 of 3081)

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


Phoenix Mecano AG Business Description

Other Exchanges PMNz:UK0QKP:UKPXM0:Germany
Address Hofwisenstrasse 6, Stein am Rhein, CHE, 8260
Phoenix Mecano AG is a technology company with market shares in international growth markets, manufacturing components and system solutions such as technical enclosures, electronic components, and electrical drives, mechanisms, and control systems for adjustable comfort and healthcare furniture and hospital beds. Its products are used across applications, including mechanical engineering, measurement and control technology, electrical engineering, automotive and railway technology, energy, medical, aerospace, and home and hospital care. The Group operates through three divisions: Enclosure Systems, Industrial Components, and DewertOkin Technology Group. It operates in Switzerland, Germany, the United Kingdom, France, Italy, the Netherlands, and other countries.
73GF Score

Get the complete analysis for XSWX:PMN

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

CHF430.00
Price
CHF439.04
GF Value