Aspire Capital Holding For Financial Investments (CAI:ASPI) ROE %: 8.54% (As of Jun. 2021)

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CAI:ASPI Aspire Capital Holding For Financial Investments CAI:ASPI
8 GF Score
Price E£0.31
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What is Aspire Capital Holding For Financial Investments ROE %?

Aspire Capital Holding For Financial Investments CAI:ASPI -0.95% 8 ROE % is 8.54% as of Jun. 2021. GuruFocus rates CAI:ASPI with a GF Score™ of 8/100.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Aspire Capital Holding For Financial Investments's annualized net income for the quarter that ended in Jun. 2021 was E£668 Mil. Aspire Capital Holding For Financial Investments's average Total Stockholders Equity over the quarter that ended in Jun. 2021 was E£7,814 Mil. Therefore, Aspire Capital Holding For Financial Investments's annualized ROE % for the quarter that ended in Jun. 2021 was 8.54%.

The historical rank and industry rank for Aspire Capital Holding For Financial Investments's ROE % or its related term are showing as below:

CAI:ASPI's ROE % is not ranked *
in the Capital Markets industry.
Industry Median: 6.01
* Ranked among companies with meaningful ROE % only.

Aspire Capital Holding For Financial Investments  (CAI:ASPI) 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:

ROE %(Q: Jun. 2021 )
=Net Income/Total Stockholders Equity
=667.676/7814.4825
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(667.676 / 8966.576)*(8966.576 / 20244.5405)*(20244.5405 / 7814.4825)
=Net Margin %*Asset Turnover*Equity Multiplier
=7.45 %*0.4429*2.5906
=ROA %*Equity Multiplier
=3.3 %*2.5906
=8.54 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Jun. 2021 )
=Net Income/Total Stockholders Equity
=667.676/7814.4825
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (667.676 / 1126.348) * (1126.348 / 1186.064) * (1186.064 / 8966.576) * (8966.576 / 20244.5405) * (20244.5405 / 7814.4825)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.5928 * 0.9497 * 13.23 % * 0.4429 * 2.5906
=8.54 %

Note: The net income data used here is four times the quarterly (Jun. 2021) net income data. The Revenue data used here is four times the quarterly (Jun. 2021) 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.


Aspire Capital Holding For Financial Investments ROE % Related Terms


Aspire Capital Holding For Financial Investments ROE % Historical Data

* Premium members only.

The historical data trend for Aspire Capital Holding For Financial Investments'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.

Aspire Capital Holding For Financial Investments ROE % Chart

Aspire Capital Holding For Financial Investments Annual Data
Trend Dec11 Dec12 Dec13 Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.32 13.52 12.14 15.71 13.32

Aspire Capital Holding For Financial Investments Quarterly Data
Sep16 Dec16 Mar17 Jun17 Sep17 Dec17 Mar18 Jun18 Sep18 Dec18 Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21
ROE % 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 25.99 1.68 10.62 13.33 8.54

CAI:ASPI vs MS, SCHW, GS: ROE % Comparison

For the Capital Markets subindustry, Aspire Capital Holding For Financial Investments'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.


Aspire Capital Holding For Financial Investments ROE % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Aspire Capital Holding For Financial Investments's ROE % distribution charts can be found below:

* The bar in red indicates where Aspire Capital Holding For Financial Investments's ROE % falls into.


CAI:ASPI
8GF Score
Aspire Capital Holding For Financial Investments CAI:ASPI
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Aspire Capital Holding For Financial Investments ROE % Calculation

Aspire Capital Holding For Financial Investments's annualized ROE % for the fiscal year that ended in Dec. 2020 is calculated as

ROE %=Net Income (A: Dec. 2020 )/( (Total Stockholders Equity (A: Dec. 2019 )+Total Stockholders Equity (A: Dec. 2020 ))/ count )
=946.337/( (6526.7+7677.868)/ 2 )
=946.337/7102.284
=13.32 %

Aspire Capital Holding For Financial Investments's annualized ROE % for the quarter that ended in Jun. 2021 is calculated as

ROE %=Net Income (Q: Jun. 2021 )/( (Total Stockholders Equity (Q: Mar. 2021 )+Total Stockholders Equity (Q: Jun. 2021 ))/ count )
=667.676/( (7870.843+7758.122)/ 2 )
=667.676/7814.4825
=8.54 %

* 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 (Jun. 2021) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 8.54% mean?
Aspire Capital Holding For Financial Investments (CAI:ASPI) has a ROE % of 8.54% as of Jun. 2021. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Aspire Capital Holding For Financial Investments and its competitors.
Is Aspire Capital Holding For Financial Investments' ROE % too high?
Aspire Capital Holding For Financial Investments' current ROE % is 8.54%. The Capital Markets industry median ROE % is 6.01. Aspire Capital Holding For Financial Investments' value of 8.54% is 42.1% above this industry median. Overall, Aspire Capital Holding For Financial Investments has a GF Score™ of 8/100, reflecting its overall financial health beyond just this single metric.
How does Aspire Capital Holding For Financial Investments' ROE % compare to MS and SCHW?
Aspire Capital Holding For Financial Investments' ROE % of 8.54% can be compared against companies in the Capital Markets industry. The industry median ROE % is 6.01. Aspire Capital Holding For Financial Investments' value of 8.54% is 42.1% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for a Capital Markets company?
The median ROE % among Capital Markets companies is 6.01, based on 793 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. Aspire Capital Holding For Financial Investments's current ROE % of 8.54% is 42.1% 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 Aspire Capital Holding For Financial Investments and its competitors. For the Capital Markets industry, the median ROE % is 6.01 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Aspire Capital Holding For Financial Investments's current ROE % is 8.54%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Aspire Capital Holding For Financial Investments stock overvalued right now?
Aspire Capital Holding For Financial Investments (CAI:ASPI) has a current ROE % of 8.54%. The current ROE % is 8.54% and 42.1% above the Capital Markets industry median of 6.01. Aspire Capital Holding For Financial Investments' overall GF Score™ is 8/100. 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 Aspire Capital Holding For Financial Investments (CAI:ASPI), the current ROE % is 8.54% as of Jun. 2021. 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.

Aspire Capital Holding For Financial Investments Business Description

Address Sheraton Al Matar, El Nozha, Cairo, EGY, 4923+HJQ
Aspire Capital Holding For Financial Investments provides financial services. It offers its services to both retail and institutional investors. It provides brokerage services covering public and private sectors in restructuring, mergers, issuing of equity and debt capital, and market research. It also provides portfolio management services and financial investment consulting and updates.
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ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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