Alupar InvestimentoBSP:ALUP3 +0.36%64 ROE % is 8.59% as of Mar. 2026, which is 38% below its 10-year median of 13.77. GuruFocus rates BSP:ALUP3 with a GF Score™ of 64/100 and a GF Value™ of R$10.81 (Fairly Valued). The stock has 3 warning signs investors should review. Among 433 Utilities - Independent Power Producers companies, Alupar Investimento ranks better than 80.6% on this metric.
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.
Alupar Investimento ROE % Related Terms
Alupar Investimento ROE % Historical Data
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The historical data trend for Alupar Investimento's ROE % 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, Alupar Investimento'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.
Alupar Investimento ROE % vs Utilities - Independent Power Producers Industry
For the Utilities - Independent Power Producers industry and Utilities sector, Alupar Investimento's ROE % distribution charts can be found below:
* The bar in red indicates where Alupar Investimento'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.
Alupar Investimento (BSP:ALUP3) has a ROE % of 8.59% 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 Alupar Investimento and its competitors. This is 38% below median its historical median of 13.77. Over the past decade, Alupar Investimento's ROE % has ranged from 9.42 to 19.08. According to the industry distribution chart, Alupar Investimento ranks #84 out of 433 companies in the Utilities - Independent Power Producers industry, placing it in the top 19.4%.
Is Alupar Investimento's ROE % too high?
Alupar Investimento's current ROE % of 8.59% is 38% below median its 10-year median of 13.77. Over the past 10 years, this metric has ranged from a low of 9.42 to a high of 19.08. The Utilities - Independent Power Producers industry median ROE % is 3.80. Alupar Investimento's value of 8.59% is 126.1% above this industry median. Based on the distribution chart, Alupar Investimento ranks #84 out of 433 companies in the Utilities - Independent Power Producers industry, which is in the top quartile — a strong position relative to peers. Overall, Alupar Investimento has a GF Score™ of 64/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Alupar Investimento's ROE % compare to competitors?
According to the Utilities - Independent Power Producers industry distribution chart, Alupar Investimento ranks #84 out of 433 companies for ROE %. This places Alupar Investimento in the top 19% of its industry — outperforming the majority of peers. The industry median ROE % is 3.80. Alupar Investimento's value of 8.59% is 126.1% above this benchmark. Historically, Alupar Investimento's own ROE % has ranged from 9.42 to 19.08 over the past decade. While the company's 10-year median is 13.77 vs. the industry median of 3.80, Alupar Investimento 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 ROE % for an Utilities - Independent Power Producers company?
The median ROE % among Utilities - Independent Power Producers companies is 3.80, based on 433 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. Alupar Investimento's current ROE % of 8.59% is 126.1% 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 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 Alupar Investimento and its competitors. For the Utilities - Independent Power Producers industry, the median ROE % is 3.80 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Alupar Investimento's current ROE % is 8.59%, which is 38% below median its own 10-year median of 13.77. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alupar Investimento stock overvalued right now?
Based on GuruFocus' analysis, Alupar Investimento (BSP:ALUP3) is currently considered Fairly Valued. The stock's GF Value™ is R$10.81, compared to a current price of R$11.28 — trading 4.3% above its estimated fair value. The current ROE % is 8.59%, which is 38% below median its 10-year median of 13.77 and 126.1% above the Utilities - Independent Power Producers industry median of 3.80. Alupar Investimento's overall GF Score™ is 64/100 with 3 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 Alupar Investimento (BSP:ALUP3), the current ROE % is 8.59% 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 Alupar Investimento (BSP:ALUP3) Overvalued in 2026?
Based on GuruFocus' analysis, Alupar Investimento stock appears to be overvalued.
The current stock price of R$11.28 is trading 4.3% above its estimated GF Value™ of R$10.81.
GuruFocus considers Alupar Investimento to be Fairly Valued.
Key valuation signals for BSP:ALUP3:
ROE %: 8.59% (38% below median its 10-year median of 13.77)
GF Value™: R$10.81 vs. price of R$11.28 (4.3% above fair value)
Industry Position: 126.1% above the Utilities - Independent Power Producers median (#84 of 433)
No single metric tells the full story. See the BSP:ALUP3 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Alupar Investimento SA is an investment in other entities operating in the energy and infrastructure industries, in Brazil and abroad. It has two segments Transmission segment and the Generation segment. Its sources of revenue include energy transmission revenue, infrastructure revenue, revenue from the remuneration of concession assets, and revenue from energy supply. The majority of revenue comes from the remuneration of concession assets. It generates the vast majority of its revenue in Brazil.
64GF Score
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