Deutsche Effecten- und Wechsel- Beteiligungsges AG (XTER:EFF0) ROA %: -31.73% (As of Dec. 2025)

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XTER:EFF0 Deutsche Effecten- und Wechsel- Beteiligungsges AG XTER:EFF0
43 GF Score
Price €2.44
! 1 Warning Sign
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What is Deutsche Effecten- und Wechsel- Beteiligungsges AG ROA %?

Deutsche Effecten- und Wechsel- Beteiligungsges AG XTER:EFF0 -1.61% 43 ROA % is -31.73% as of Dec. 2025. GuruFocus rates XTER:EFF0 with a GF Score™ of 43/100. The stock has 1 warning sign investors should review. Among 1,635 Asset Management companies, Deutsche Effecten- und Wechsel- Beteiligungsges AG ranks worse than 91.8% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Deutsche Effecten- und Wechsel- Beteiligungsges AG's annualized Net Income for the quarter that ended in Dec. 2025 was €-9.54 Mil. Deutsche Effecten- und Wechsel- Beteiligungsges AG's average Total Assets over the quarter that ended in Dec. 2025 was €30.05 Mil. Therefore, Deutsche Effecten- und Wechsel- Beteiligungsges AG's annualized ROA % for the quarter that ended in Dec. 2025 was -31.73%.

The historical rank and industry rank for Deutsche Effecten- und Wechsel- Beteiligungsges AG's ROA % or its related term are showing as below:

XTER:EFF0' s ROA % Range Over the Past 10 Years
Min: -55.53   Med: -4.82   Max: 23.03
Current: -18.45

During the past 13 years, Deutsche Effecten- und Wechsel- Beteiligungsges AG's highest ROA % was 23.03%. The lowest was -55.53%. And the median was -4.82%.

XTER:EFF0's ROA % is ranked worse than
91.8% of 1635 companies
in the Asset Management industry
Industry Median: 4.07 vs XTER:EFF0: -18.45

Deutsche Effecten- und Wechsel- Beteiligungsges AG  (XTER:EFF0) 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
=-9.536/30.0545
=(Net Income / Revenue)*(Revenue / Total Assets)
=(-9.536 / -0.5)*(-0.5 / 30.0545)
=Net Margin %*Asset Turnover
=1907.2 %*-0.0166
=-31.73 %

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.


Deutsche Effecten- und Wechsel- Beteiligungsges AG ROA % Related Terms


Deutsche Effecten- und Wechsel- Beteiligungsges AG ROA % Historical Data

* Premium members only.

The historical data trend for Deutsche Effecten- und Wechsel- Beteiligungsges 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.

Deutsche Effecten- und Wechsel- Beteiligungsges AG ROA % Chart

Deutsche Effecten- und Wechsel- Beteiligungsges 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 23.03 -13.49 -4.80 -4.83 -18.57

Deutsche Effecten- und Wechsel- Beteiligungsges 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 -5.25 -1.14 -8.59 -5.52 -31.73

XTER:EFF0 vs BLK, BX, KKR: ROA % Comparison

For the Asset Management subindustry, Deutsche Effecten- und Wechsel- Beteiligungsges 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.


Deutsche Effecten- und Wechsel- Beteiligungsges AG ROA % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Deutsche Effecten- und Wechsel- Beteiligungsges AG's ROA % distribution charts can be found below:

* The bar in red indicates where Deutsche Effecten- und Wechsel- Beteiligungsges AG's ROA % falls into.


XTER:EFF0
43GF Score
Deutsche Effecten- und Wechsel- Beteiligungsges AG XTER:EFF0
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Deutsche Effecten- und Wechsel- Beteiligungsges AG ROA % Calculation

Deutsche Effecten- und Wechsel- Beteiligungsges 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 )
=-5.627/( (31.368+29.228)/ 2 )
=-5.627/30.298
=-18.57 %

Deutsche Effecten- und Wechsel- Beteiligungsges 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 )
=-9.536/( (30.881+29.228)/ 2 )
=-9.536/30.0545
=-31.73 %

* 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 -31.73% mean?
Deutsche Effecten- und Wechsel- Beteiligungsges AG (XTER:EFF0) has a ROA % of -31.73% 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 Deutsche Effecten- und Wechsel- Beteiligungsges AG and its competitors. According to the industry distribution chart, Deutsche Effecten- und Wechsel- Beteiligungsges AG ranks #1501 out of 1635 companies in the Asset Management industry, placing it in the top 91.8%.
Is Deutsche Effecten- und Wechsel- Beteiligungsges AG's ROA % too high?
Deutsche Effecten- und Wechsel- Beteiligungsges AG's current ROA % is -31.73%. Based on the distribution chart, Deutsche Effecten- und Wechsel- Beteiligungsges AG ranks #1501 out of 1635 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Deutsche Effecten- und Wechsel- Beteiligungsges AG has a GF Score™ of 43/100, reflecting its overall financial health beyond just this single metric.
How does Deutsche Effecten- und Wechsel- Beteiligungsges AG's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Deutsche Effecten- und Wechsel- Beteiligungsges AG ranks #1501 out of 1635 companies for ROA %. This places Deutsche Effecten- und Wechsel- Beteiligungsges AG in the lower half of its industry. The industry median ROA % is 4.07. 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 4.07, based on 1,635 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. 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 Deutsche Effecten- und Wechsel- Beteiligungsges AG and its competitors. For the Asset Management industry, the median ROA % is 4.07 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Deutsche Effecten- und Wechsel- Beteiligungsges AG's current ROA % is -31.73%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Deutsche Effecten- und Wechsel- Beteiligungsges AG stock overvalued right now?
Deutsche Effecten- und Wechsel- Beteiligungsges AG (XTER:EFF0) has a current ROA % of -31.73%. The current ROA % is -31.73%. Deutsche Effecten- und Wechsel- Beteiligungsges AG's overall GF Score™ is 43/100 with 1 warning sign 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 Deutsche Effecten- und Wechsel- Beteiligungsges AG (XTER:EFF0), the current ROA % is -31.73% 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.

Deutsche Effecten- und Wechsel- Beteiligungsges AG Business Description

Address Semmelweisstrasse 4, Jena, TH, DEU, 07743
Deutsche Effecten- und Wechsel- Beteiligungsges AG is a Germany-based listed investment company that specializes in the selection, acquisition, development, and sale of tech companies. It focuses on asset management and companies whose technologies and business models have an impact on the future development of the financial industry. The company supports its portfolio companies with capital, expertise in corporate development, and its extensive network of experts.
43GF Score

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

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