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Optex Systems HoldingsOPXS +3.29%91 ROE % is 21.02% as of Mar. 2026, which is 36% above its 10-year median of 15.48. GuruFocus rates OPXS with a GF Score™ of 91/100 and a GF Value™ of $10.38 (Fairly Valued). The stock has 1 warning sign investors should review. Among 350 Aerospace & Defense companies, Optex Systems Holdings ranks better than 78.29% on this metric.
The historical rank and industry rank for Optex Systems Holdings's ROE % or its related term are showing as below:
OPXS'
s ROE % Range Over the Past 10 Years
Min: -4.61 Med: 15.48 Max: 61.1
Current: 17.15
During the past 13 years, Optex Systems Holdings's highest ROE % was 61.10%. The lowest was -4.61%. And the median was 15.48%.
OPXS's ROE % is ranked better than 78.29% of 350
companies
in the Aerospace & Defense industry
Industry Median: 5.685
vs OPXS: 17.15
Optex Systems Holdings (NAS:OPXS) 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 Aerospace & Defense subindustry, Optex Systems Holdings'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.
Optex Systems Holdings ROE % vs Aerospace & Defense Industry
For the Aerospace & Defense industry and Industrials sector, Optex Systems Holdings's ROE % distribution charts can be found below:
* The bar in red indicates where Optex Systems Holdings'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.
Optex Systems Holdings (OPXS) has a ROE % of 21.02% 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 Optex Systems Holdings and its competitors. This is 36% above median its historical median of 15.48. According to the industry distribution chart, Optex Systems Holdings ranks #76 out of 350 companies in the Aerospace & Defense industry, placing it in the top 21.7%.
Is Optex Systems Holdings' ROE % too high?
Optex Systems Holdings' current ROE % of 21.02% is 36% above median its 10-year median of 15.48. The Aerospace & Defense industry median ROE % is 5.69. Optex Systems Holdings' value of 21.02% is 269.7% above this industry median. Based on the distribution chart, Optex Systems Holdings ranks #76 out of 350 companies in the Aerospace & Defense industry, which is in the top quartile — a strong position relative to peers. Overall, Optex Systems Holdings has a GF Score™ of 91/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Optex Systems Holdings' ROE % compare to SPAI and BYRN?
According to the Aerospace & Defense industry distribution chart, Optex Systems Holdings ranks #76 out of 350 companies for ROE %. This places Optex Systems Holdings in the top 22% of its industry — outperforming the majority of peers. The industry median ROE % is 5.69. Optex Systems Holdings' value of 21.02% is 269.7% above this benchmark. While the company's 10-year median is 15.48 vs. the industry median of 5.69, Optex Systems Holdings 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 Aerospace & Defense company?
The median ROE % among Aerospace & Defense companies is 5.69, based on 350 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. Optex Systems Holdings's current ROE % of 21.02% is 269.7% 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 Optex Systems Holdings and its competitors. For the Aerospace & Defense industry, the median ROE % is 5.69 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Optex Systems Holdings's current ROE % is 21.02%, which is 36% above median its own 10-year median of 15.48. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Optex Systems Holdings stock overvalued right now?
Based on GuruFocus' analysis, Optex Systems Holdings (OPXS) is currently considered Fairly Valued. The stock's GF Value™ is $10.38, compared to a current price of $11.38 — trading 9.6% above its estimated fair value. The current ROE % is 21.02%, which is 36% above median its 10-year median of 15.48 and 269.7% above the Aerospace & Defense industry median of 5.69. Optex Systems Holdings' overall GF Score™ is 91/100 with 1 warning sign 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 Optex Systems Holdings (OPXS), the current ROE % is 21.02% 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 Optex Systems Holdings (OPXS) Overvalued in 2026?
Based on GuruFocus' analysis, Optex Systems Holdings stock appears to be overvalued.
The current stock price of $11.38 is trading 9.6% above its estimated GF Value™ of $10.38.
GuruFocus considers Optex Systems Holdings to be Fairly Valued.
Key valuation signals for OPXS:
ROE %: 21.02% (36% above median its 10-year median of 15.48)
GF Value™: $10.38 vs. price of $11.38 (9.6% above fair value)
Industry Position: 269.7% above the Aerospace & Defense median (#76 of 350)
No single metric tells the full story. See the OPXS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Optex Systems Holdings Inc manufactures optical sighting systems and assemblies for the U.S. Department of Defense, foreign military applications, and commercial markets. Its products are installed on a variety of United States military land vehicles, such as the Abrams and Bradley fighting vehicles, light armored and security vehicles, and have been selected for installation on the Stryker family of vehicles. The company's operating segment includes Optex Systems Richardson, Applied Optics Center Dallas, and others. It generates maximum revenue from the Optex Systems Richardson segment. Some of its products include M17 Day/Thermal Periscope; DDAN / M36 Sights; Laser Protected Periscopes; Muzzle Reference Sensor, and others.
91GF Score
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