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Y.D. More InvestmentsXTAE:MRIN +0.94%93 ROA % is 12.28% as of Jun. 2026, which is 6% above its 10-year median of 11.58. GuruFocus rates XTAE:MRIN with a GF Score™ of 93/100 and a GF Value™ of ₪23.68 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 1,633 Asset Management companies, Y.D. More Investments ranks better than 77.59% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Y.D. More Investments's annualizedNet Income for the quarter that ended in Jun. 2026 was ₪152 Mil.
Y.D. More Investments's average Total Assets over the quarter that ended in Jun. 2026 was ₪1,236 Mil. Therefore, Y.D. More Investments's annualized ROA % for the quarter that ended in Jun. 2026 was 12.28%.
The historical rank and industry rank for Y.D. More Investments's ROA % or its related term are showing as below:
XTAE:MRIN'
s ROA % Range Over the Past 10 Years
Min: 7.12 Med: 11.58 Max: 43.65
Current: 13.33
During the past 11 years, Y.D. More Investments's highest ROA % was 43.65%. The lowest was 7.12%. And the median was 11.58%.
XTAE:MRIN's ROA % is ranked better than 77.59% of 1633
companies
in the Asset Management industry
Industry Median: 4.5
vs XTAE:MRIN: 13.33
Y.D. More Investments (XTAE:MRIN) 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 four times the quarterly (Jun. 2026) net income data. The Revenue data used here is four times the quarterly (Jun. 2026) 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.
* 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, Y.D. More Investments'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.
Y.D. More Investments ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Y.D. More Investments's ROA % distribution charts can be found below:
* The bar in red indicates where Y.D. More Investments'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 four times the quarterly (Jun. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Y.D. More Investments (XTAE:MRIN) has a ROA % of 12.28% as of Jun. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Y.D. More Investments and its competitors. This is near median its historical median of 11.58. Over the past decade, Y.D. More Investments' ROA % has ranged from 7.12 to 43.65. According to the industry distribution chart, Y.D. More Investments ranks #366 out of 1633 companies in the Asset Management industry, placing it in the top 22.4%.
Is Y.D. More Investments' ROA % too high?
Y.D. More Investments' current ROA % of 12.28% is near median its 10-year median of 11.58. Over the past 10 years, this metric has ranged from a low of 7.12 to a high of 43.65. The Asset Management industry median ROA % is 4.50. Y.D. More Investments' value of 12.28% is 172.9% above this industry median. Based on the distribution chart, Y.D. More Investments ranks #366 out of 1633 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Y.D. More Investments has a GF Score™ of 93/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Y.D. More Investments' ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Y.D. More Investments ranks #366 out of 1633 companies for ROA %. This places Y.D. More Investments in the top 22% of its industry — outperforming the majority of peers. The industry median ROA % is 4.50. Y.D. More Investments' value of 12.28% is 172.9% above this benchmark. Historically, Y.D. More Investments' own ROA % has ranged from 7.12 to 43.65 over the past decade. While the company's 10-year median is 11.58 vs. the industry median of 4.50, Y.D. More Investments 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 Asset Management company?
The median ROA % among Asset Management companies is 4.50, based on 1,633 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. Y.D. More Investments's current ROA % of 12.28% is 172.9% 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 Y.D. More Investments and its competitors. For the Asset Management industry, the median ROA % is 4.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Y.D. More Investments's current ROA % is 12.28%, which is near median its own 10-year median of 11.58. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Y.D. More Investments stock overvalued right now?
Based on GuruFocus' analysis, Y.D. More Investments (XTAE:MRIN) is currently considered Significantly Overvalued. The stock's GF Value™ is ₪23.68, compared to a current price of ₪39.55 — trading 67% above its estimated fair value. The current ROA % is 12.28%, which is near median its 10-year median of 11.58 and 172.9% above the Asset Management industry median of 4.50. Y.D. More Investments' overall GF Score™ is 93/100 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 Y.D. More Investments (XTAE:MRIN), the current ROA % is 12.28% as of Jun. 2026. 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 Y.D. More Investments (XTAE:MRIN) Overvalued in 2026?
Based on GuruFocus' analysis, Y.D. More Investments stock appears to be overvalued.
The current stock price of ₪39.55 is trading 67% above its estimated GF Value™ of ₪23.68.
GuruFocus considers Y.D. More Investments to be Significantly Overvalued.
Key valuation signals for XTAE:MRIN:
ROA %: 12.28% (near median its 10-year median of 11.58)
GF Value™: ₪23.68 vs. price of ₪39.55 (67% above fair value)
Industry Position: 172.9% above the Asset Management median (#366 of 1633)
No single metric tells the full story. See the XTAE:MRIN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Y.D. More Investments Ltd is an investment house specialising in personal investment management services. Its activities include fund management, mutual funds and investment banking and portfolio management, among others. Its client base includes private investors, institutional bodies and corporations.
93GF Score
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