Ibersol SGPS (FRA:L34) ROE %: -3.23% (As of Mar. 2026)


FRA:L34 Ibersol SGPS SA FRA:L34
85 GF Score
Price €9.80
GF Value €9.37
Valuation Fairly Valued
! 4 Warning Signs
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What is Ibersol SGPS ROE %?

Ibersol SGPS FRA:L34 85 ROE % is -3.23% as of Mar. 2026. GuruFocus rates FRA:L34 with a GF Score™ of 85/100 and a GF Value™ of €9.37 (Fairly Valued). The stock has 4 warning signs investors should review. Among 346 Restaurants companies, Ibersol SGPS ranks worse than 55.78% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Ibersol SGPS's annualized net income for the quarter that ended in Mar. 2026 was €-10.2 Mil. Ibersol SGPS's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was €314.9 Mil. Therefore, Ibersol SGPS's annualized ROE % for the quarter that ended in Mar. 2026 was -3.23%.

The historical rank and industry rank for Ibersol SGPS's ROE % or its related term are showing as below:

FRA:L34' s ROE % Range Over the Past 10 Years
Min: -29.82   Med: 10.6   Max: 52.22
Current: 5.08

During the past 13 years, Ibersol SGPS's highest ROE % was 52.22%. The lowest was -29.82%. And the median was 10.60%.

FRA:L34's ROE % is ranked worse than
55.78% of 346 companies
in the Restaurants industry
Industry Median: 6.38 vs FRA:L34: 5.08

Ibersol SGPS  (FRA:L34) 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: Mar. 2026 )
=Net Income/Total Stockholders Equity
=-10.156/314.8595
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(-10.156 / 485.016)*(485.016 / 680.5685)*(680.5685 / 314.8595)
=Net Margin %*Asset Turnover*Equity Multiplier
=-2.09 %*0.7127*2.1615
=ROA %*Equity Multiplier
=-1.49 %*2.1615
=-3.23 %

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: Mar. 2026 )
=Net Income/Total Stockholders Equity
=-10.156/314.8595
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (-10.156 / -11.736) * (-11.736 / 2.296) * (2.296 / 485.016) * (485.016 / 680.5685) * (680.5685 / 314.8595)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.8654 * -5.1115 * 0.47 % * 0.7127 * 2.1615
=-3.23 %

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.


Ibersol SGPS ROE % Related Terms


Ibersol SGPS ROE % Historical Data

* Premium members only.

The historical data trend for Ibersol SGPS'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.

Ibersol SGPS ROE % Chart

Ibersol SGPS Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 16.31 52.22 4.21 3.97 4.61

Ibersol SGPS Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 -4.14 6.33 12.88 4.41 -3.23

FRA:L34 vs MCD, SBUX, CMG: ROE % Comparison

For the Restaurants subindustry, Ibersol SGPS'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.


Ibersol SGPS ROE % vs Restaurants Industry

For the Restaurants industry and Consumer Cyclical sector, Ibersol SGPS's ROE % distribution charts can be found below:

* The bar in red indicates where Ibersol SGPS's ROE % falls into.


FRA:L34
85GF Score
Ibersol SGPS SA FRA:L34
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Ibersol SGPS ROE % Calculation

Ibersol SGPS's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=15.206/( (342.568+316.999)/ 2 )
=15.206/329.7835
=4.61 %

Ibersol SGPS's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=-10.156/( (316.999+312.72)/ 2 )
=-10.156/314.8595
=-3.23 %

* 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.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of -3.23% mean?
Ibersol SGPS (FRA:L34) has a ROE % of -3.23% 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 Ibersol SGPS and its competitors. According to the industry distribution chart, Ibersol SGPS ranks #193 out of 346 companies in the Restaurants industry, placing it in the top 55.8%.
Is Ibersol SGPS's ROE % too high?
Ibersol SGPS's current ROE % is -3.23%. Based on the distribution chart, Ibersol SGPS ranks #193 out of 346 companies in the Restaurants industry, which is below the industry midpoint. Overall, Ibersol SGPS has a GF Score™ of 85/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Ibersol SGPS's ROE % compare to MCD and SBUX?
According to the Restaurants industry distribution chart, Ibersol SGPS ranks #193 out of 346 companies for ROE %. This places Ibersol SGPS in the lower half of its industry. The industry median ROE % is 6.38. 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 Restaurants company?
The median ROE % among Restaurants companies is 6.38, based on 346 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. 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 Ibersol SGPS and its competitors. For the Restaurants industry, the median ROE % is 6.38 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Ibersol SGPS's current ROE % is -3.23%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ibersol SGPS stock overvalued right now?
Based on GuruFocus' analysis, Ibersol SGPS (FRA:L34) is currently considered Fairly Valued. The stock's GF Value™ is €9.37, compared to a current price of €9.80 — trading 4.6% above its estimated fair value. The current ROE % is -3.23%. Ibersol SGPS's overall GF Score™ is 85/100 with 4 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 Ibersol SGPS (FRA:L34), the current ROE % is -3.23% 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 Ibersol SGPS (FRA:L34) Overvalued in 2026?

Based on GuruFocus' analysis, Ibersol SGPS stock appears to be overvalued. The current stock price of €9.80 is trading 4.6% above its estimated GF Value™ of €9.37. GuruFocus considers Ibersol SGPS to be Fairly Valued.

Key valuation signals for FRA:L34:

  • ROE %: -3.23%
  • GF Value™: €9.37 vs. price of €9.80 (4.6% above fair value)
  • GF Score™: 85/100 with 4 warning signs

No single metric tells the full story. See the FRA:L34 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Ibersol SGPS Business Description

Other Exchanges IBS:Portugal0KJ7:UK
Address Edificio Peninsula, Praca do Bom Sucesso, 105-159 - 9th floor, Porto, PRT, 4150-146
Ibersol SGPS SA., through its subsidiaries, operates a network of restaurant units in Portugal, Spain, and Angola. It provides services in the business segments such as Restaurants which comprises the units with table service and home delivery restaurant offerings, Counters which comprises the units with over-the-counter sales, and Concessions & Catering which includes all the other businesses, namely the catering activity and the units located in concession areas. Ibersol functions restaurant units through various brands, including Pizza Hut, Pasta Caffe, Pans & Company, Taco Bell, and Eat out Group. It derives maximum revenue from Concession segment.
85GF Score

Get the complete analysis for FRA:L34

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

€9.80
Price
€9.37
GF Value