Private Assets SE KGaA (HAM:LSNA) ROE %: 79.24% (As of Dec. 2025)


HAM:LSNA Private Assets SE & Co KGaA HAM:LSNA
20 GF Score
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What is Private Assets SE KGaA ROE %?

Private Assets SE KGaA HAM:LSNA 20 ROE % is 79.24% as of Dec. 2025. GuruFocus rates HAM:LSNA with a GF Score™ of 20/100. The stock has 8 warning signs investors should review. Among 1,609 Asset Management companies, Private Assets SE KGaA ranks worse than 64.08% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Private Assets SE KGaA's annualized net income for the quarter that ended in Dec. 2025 was €14.3 Mil. Private Assets SE KGaA's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was €18.1 Mil. Therefore, Private Assets SE KGaA's annualized ROE % for the quarter that ended in Dec. 2025 was 79.24%.

The historical rank and industry rank for Private Assets SE KGaA's ROE % or its related term are showing as below:

HAM:LSNA' s ROE % Range Over the Past 10 Years
Min: -1778.51   Med: -58.84   Max: 108.99
Current: 2.74

During the past 13 years, Private Assets SE KGaA's highest ROE % was 108.99%. The lowest was -1,778.51%. And the median was -58.84%.

HAM:LSNA's ROE % is ranked worse than
64.08% of 1609 companies
in the Asset Management industry
Industry Median: 6.52 vs HAM:LSNA: 2.74

Private Assets SE KGaA  (HAM:LSNA) 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: Dec. 2025 )
=Net Income/Total Stockholders Equity
=14.342/18.1005
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(14.342 / 185.188)*(185.188 / 110.6205)*(110.6205 / 18.1005)
=Net Margin %*Asset Turnover*Equity Multiplier
=7.74 %*1.6741*6.1115
=ROA %*Equity Multiplier
=12.96 %*6.1115
=79.24 %

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: Dec. 2025 )
=Net Income/Total Stockholders Equity
=14.342/18.1005
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (14.342 / 11.296) * (11.296 / -4.044) * (-4.044 / 185.188) * (185.188 / 110.6205) * (110.6205 / 18.1005)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1.2697 * -2.7933 * -2.18 % * 1.6741 * 6.1115
=79.24 %

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. 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.


Private Assets SE KGaA ROE % Related Terms


Private Assets SE KGaA ROE % Historical Data

* Premium members only.

The historical data trend for Private Assets SE KGaA'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.

Private Assets SE KGaA ROE % Chart

Private Assets SE KGaA 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 108.99 45.76 14.52 -26.14 2.46

Private Assets SE KGaA Semi-Annual Data
Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Dec20 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 33.64 -23.96 -29.12 -75.87 79.24

HAM:LSNA vs BLK, BX, KKR: ROE % Comparison

For the Asset Management subindustry, Private Assets SE KGaA'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.


Private Assets SE KGaA ROE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Private Assets SE KGaA's ROE % distribution charts can be found below:

* The bar in red indicates where Private Assets SE KGaA's ROE % falls into.


HAM:LSNA
20GF Score
Private Assets SE & Co KGaA HAM:LSNA
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Private Assets SE KGaA ROE % Calculation

Private Assets SE KGaA'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 )
=0.517/( (20.441+21.56)/ 2 )
=0.517/21.0005
=2.46 %

Private Assets SE KGaA's annualized ROE % for the quarter that ended in Dec. 2025 is calculated as

ROE %=Net Income (Q: Dec. 2025 )/( (Total Stockholders Equity (Q: Jun. 2025 )+Total Stockholders Equity (Q: Dec. 2025 ))/ count )
=14.342/( (14.641+21.56)/ 2 )
=14.342/18.1005
=79.24 %

* 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 two times the semi-annual (Dec. 2025) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 79.24% mean?
Private Assets SE KGaA (HAM:LSNA) has a ROE % of 79.24% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Private Assets SE KGaA and its competitors. According to the industry distribution chart, Private Assets SE KGaA ranks #1031 out of 1609 companies in the Asset Management industry, placing it in the top 64.1%.
Is Private Assets SE KGaA's ROE % too high?
Private Assets SE KGaA's current ROE % is 79.24%. The Asset Management industry median ROE % is 6.52. Private Assets SE KGaA's value of 79.24% is 1115.3% above this industry median. Based on the distribution chart, Private Assets SE KGaA ranks #1031 out of 1609 companies in the Asset Management industry, which is below the industry midpoint. Overall, Private Assets SE KGaA has a GF Score™ of 20/100, reflecting its overall financial health beyond just this single metric.
How does Private Assets SE KGaA's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Private Assets SE KGaA ranks #1031 out of 1609 companies for ROE %. This places Private Assets SE KGaA in the lower half of its industry. The industry median ROE % is 6.52. Private Assets SE KGaA's value of 79.24% is 1115.3% 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 an Asset Management company?
The median ROE % among Asset Management companies is 6.52, based on 1,609 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. Private Assets SE KGaA's current ROE % of 79.24% is 1115.3% 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 Private Assets SE KGaA and its competitors. For the Asset Management industry, the median ROE % is 6.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Private Assets SE KGaA's current ROE % is 79.24%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Private Assets SE KGaA stock overvalued right now?
Private Assets SE KGaA (HAM:LSNA) has a current ROE % of 79.24%. The current ROE % is 79.24% and 1115.3% above the Asset Management industry median of 6.52. Private Assets SE KGaA's overall GF Score™ is 20/100 with 8 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 Private Assets SE KGaA (HAM:LSNA), the current ROE % is 79.24% 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.

Private Assets SE KGaA Business Description

Address Brook 1, Hamburg, DEU, 20457
Private Assets SE & Co KGaA is a Hamburg-based investment company that specializes in corporate investments in special situations. It invests in companies with open succession issues, corporate spin-offs, and medium-sized companies that are currently underperforming.
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