Esterad Investment Co BSCBAH:ESTERAD 56 ROE % is 1.65% as of Mar. 2026, which is 71% below its 10-year median of 5.61. GuruFocus rates BAH:ESTERAD with a GF Score™ of 56/100 and a GF Value™ of BHD0.40 (Possible Value Trap). The stock has 7 warning signs investors should review. Among 1,614 Asset Management companies, Esterad Investment Co BSC ranks better than 73.54% on this metric.
The historical rank and industry rank for Esterad Investment Co BSC's ROE % or its related term are showing as below:
BAH:ESTERAD'
s ROE % Range Over the Past 10 Years
Min: 1.45 Med: 5.61 Max: 14.71
Current: 14.13
During the past 13 years, Esterad Investment Co BSC's highest ROE % was 14.71%. The lowest was 1.45%. And the median was 5.61%.
BAH:ESTERAD's ROE % is ranked better than 73.54% of 1614
companies
in the Asset Management industry
Industry Median: 6.36
vs BAH:ESTERAD: 14.13
Esterad Investment Co BSC (BAH:ESTERAD) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
* 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, Esterad Investment Co BSC's ROE %, along with its competitors' market caps and ROE % 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.
Esterad Investment Co BSC ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Esterad Investment Co BSC's ROE % distribution charts can be found below:
* The bar in red indicates where Esterad Investment Co BSC's ROE % 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 ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is four times the quarterly (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Esterad Investment Co BSC (BAH:ESTERAD) has a ROE % of 1.65% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Esterad Investment Co BSC and its competitors. This is 71% below median its historical median of 5.61. Over the past decade, Esterad Investment Co BSC's ROE % has ranged from 1.45 to 14.71. According to the industry distribution chart, Esterad Investment Co BSC ranks #427 out of 1614 companies in the Asset Management industry, placing it in the top 26.5%.
Is Esterad Investment Co BSC's ROE % too high?
Esterad Investment Co BSC's current ROE % of 1.65% is 71% below median its 10-year median of 5.61. Over the past 10 years, this metric has ranged from a low of 1.45 to a high of 14.71. The Asset Management industry median ROE % is 6.36. Esterad Investment Co BSC's value of 1.65% is 74.1% below this industry median. Based on the distribution chart, Esterad Investment Co BSC ranks #427 out of 1614 companies in the Asset Management industry, which is above the industry midpoint. Overall, Esterad Investment Co BSC has a GF Score™ of 56/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Esterad Investment Co BSC's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Esterad Investment Co BSC ranks #427 out of 1614 companies for ROE %. This puts Esterad Investment Co BSC in the upper half of its industry. The industry median ROE % is 6.36. Esterad Investment Co BSC's value of 1.65% is 74.1% below this benchmark. Historically, Esterad Investment Co BSC's own ROE % has ranged from 1.45 to 14.71 over the past decade. While the company's 10-year median is 5.61 vs. the industry median of 6.36, Esterad Investment Co BSC 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.36, based on 1,614 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Esterad Investment Co BSC's current ROE % of 1.65% is 74.1% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Esterad Investment Co BSC and its competitors. For the Asset Management industry, the median ROE % is 6.36 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Esterad Investment Co BSC's current ROE % is 1.65%, which is 71% below median its own 10-year median of 5.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Esterad Investment Co BSC stock overvalued right now?
Based on GuruFocus' analysis, Esterad Investment Co BSC (BAH:ESTERAD) is currently considered Possible Value Trap. The stock's GF Value™ is BHD0.40, compared to a current price of BHD0.20 — trading 50% below its estimated fair value. The current ROE % is 1.65%, which is 71% below median its 10-year median of 5.61 and 74.1% below the Asset Management industry median of 6.36. Esterad Investment Co BSC's overall GF Score™ is 56/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Esterad Investment Co BSC (BAH:ESTERAD), the current ROE % is 1.65% as of Mar. 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 Esterad Investment Co BSC (BAH:ESTERAD) Overvalued in 2026?
Based on GuruFocus' analysis, Esterad Investment Co BSC stock appears to be undervalued.
The current stock price of BHD0.20 is trading 50% below its estimated GF Value™ of BHD0.40.
GuruFocus considers Esterad Investment Co BSC to be Possible Value Trap.
Key valuation signals for BAH:ESTERAD:
ROE %: 1.65% (71% below median its 10-year median of 5.61)
GF Value™: BHD0.40 vs. price of BHD0.20 (50% below fair value)
Industry Position: 74.1% below the Asset Management median (#427 of 1614)
No single metric tells the full story. See the BAH:ESTERAD stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Esterad Investment Co BSC operates in the financial sector. The principal activity of the company is to invest in public and private equities, fixed income, real estate, and other asset classes in both local and international markets. It owns four key portfolio investment models including a strategic equity portfolio, fixed income portfolio, properties & income-producing assets, and a trading portfolio. The company generates the majority of its revenue from Investment income.
56GF Score
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