Balai Ni Fruitas (PHS:BALAI) ROE %: 10.26% (As of Mar. 2026) — Near Median


PHS:BALAI Balai Ni Fruitas Inc PHS:BALAI
64 GF Score
Price ₱0.31
GF Value ₱0.49
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Balai Ni Fruitas ROE %?

Balai Ni Fruitas PHS:BALAI 64 ROE % is 10.26% as of Mar. 2026, which is 0% below its 10-year median of 10.30. GuruFocus rates PHS:BALAI with a GF Score™ of 64/100 and a GF Value™ of ₱0.49 (Significantly Undervalued). The stock has 2 warning signs investors should review. Among 111 Beverages - Non-Alcoholic companies, Balai Ni Fruitas ranks better than 54.05% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Balai Ni Fruitas's annualized net income for the quarter that ended in Mar. 2026 was ₱60.8 Mil. Balai Ni Fruitas's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was ₱592.3 Mil. Therefore, Balai Ni Fruitas's annualized ROE % for the quarter that ended in Mar. 2026 was 10.26%.

The historical rank and industry rank for Balai Ni Fruitas's ROE % or its related term are showing as below:

PHS:BALAI' s ROE % Range Over the Past 10 Years
Min: -0.58   Med: 10.3   Max: 13.84
Current: 12.61

During the past 9 years, Balai Ni Fruitas's highest ROE % was 13.84%. The lowest was -0.58%. And the median was 10.30%.

PHS:BALAI's ROE % is ranked better than
54.05% of 111 companies
in the Beverages - Non-Alcoholic industry
Industry Median: 11.15 vs PHS:BALAI: 12.61

Balai Ni Fruitas  (PHS:BALAI) 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
=60.764/592.2695
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(60.764 / 676.052)*(676.052 / 695.1965)*(695.1965 / 592.2695)
=Net Margin %*Asset Turnover*Equity Multiplier
=8.99 %*0.9725*1.1738
=ROA %*Equity Multiplier
=8.74 %*1.1738
=10.26 %

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
=60.764/592.2695
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (60.764 / 74.8) * (74.8 / 70.028) * (70.028 / 676.052) * (676.052 / 695.1965) * (695.1965 / 592.2695)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.8124 * 1.0681 * 10.36 % * 0.9725 * 1.1738
=10.26 %

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.


Balai Ni Fruitas ROE % Related Terms


Balai Ni Fruitas ROE % Historical Data

* Premium members only.

The historical data trend for Balai Ni Fruitas'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.

Balai Ni Fruitas ROE % Chart

Balai Ni Fruitas Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only 5.26 12.95 13.50 13.84 12.91

Balai Ni Fruitas 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 11.26 15.41 12.43 12.51 10.26

PHS:BALAI vs KO, PEP, MNST: ROE % Comparison

For the Beverages - Non-Alcoholic subindustry, Balai Ni Fruitas'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.


Balai Ni Fruitas ROE % vs Beverages - Non-Alcoholic Industry

For the Beverages - Non-Alcoholic industry and Consumer Defensive sector, Balai Ni Fruitas's ROE % distribution charts can be found below:

* The bar in red indicates where Balai Ni Fruitas's ROE % falls into.


PHS:BALAI
64GF Score
Balai Ni Fruitas Inc PHS:BALAI
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Balai Ni Fruitas ROE % Calculation

Balai Ni Fruitas'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 )
=71.324/( (520.416+584.674)/ 2 )
=71.324/552.545
=12.91 %

Balai Ni Fruitas'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 )
=60.764/( (584.674+599.865)/ 2 )
=60.764/592.2695
=10.26 %

* 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 10.26% mean?
Balai Ni Fruitas (PHS:BALAI) has a ROE % of 10.26% 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 Balai Ni Fruitas and its competitors. This is near median its historical median of 10.30. According to the industry distribution chart, Balai Ni Fruitas ranks #51 out of 111 companies in the Beverages - Non-Alcoholic industry, placing it in the top 45.9%.
Is Balai Ni Fruitas' ROE % too high?
Balai Ni Fruitas' current ROE % of 10.26% is near median its 10-year median of 10.30. The Beverages - Non-Alcoholic industry median ROE % is 11.15. Balai Ni Fruitas' value of 10.26% is 8% below this industry median. Based on the distribution chart, Balai Ni Fruitas ranks #51 out of 111 companies in the Beverages - Non-Alcoholic industry, which is above the industry midpoint. Overall, Balai Ni Fruitas has a GF Score™ of 64/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Balai Ni Fruitas' ROE % compare to KO and PEP?
According to the Beverages - Non-Alcoholic industry distribution chart, Balai Ni Fruitas ranks #51 out of 111 companies for ROE %. This puts Balai Ni Fruitas in the upper half of its industry. The industry median ROE % is 11.15. Balai Ni Fruitas' value of 10.26% is 8% below this benchmark. While the company's 10-year median is 10.30 vs. the industry median of 11.15, Balai Ni Fruitas has consistently been below 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 a Beverages - Non-Alcoholic company?
The median ROE % among Beverages - Non-Alcoholic companies is 11.15, based on 111 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. Balai Ni Fruitas's current ROE % of 10.26% is 8% below 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 Balai Ni Fruitas and its competitors. For the Beverages - Non-Alcoholic industry, the median ROE % is 11.15 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Balai Ni Fruitas's current ROE % is 10.26%, which is near median its own 10-year median of 10.30. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Balai Ni Fruitas stock overvalued right now?
Based on GuruFocus' analysis, Balai Ni Fruitas (PHS:BALAI) is currently considered Significantly Undervalued. The stock's GF Value™ is ₱0.49, compared to a current price of ₱0.31 — trading 36.7% below its estimated fair value. The current ROE % is 10.26%, which is near median its 10-year median of 10.30 and 8% below the Beverages - Non-Alcoholic industry median of 11.15. Balai Ni Fruitas' overall GF Score™ is 64/100 with 2 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 Balai Ni Fruitas (PHS:BALAI), the current ROE % is 10.26% 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 Balai Ni Fruitas (PHS:BALAI) Overvalued in 2026?

Based on GuruFocus' analysis, Balai Ni Fruitas stock appears to be undervalued. The current stock price of ₱0.31 is trading 36.7% below its estimated GF Value™ of ₱0.49. GuruFocus considers Balai Ni Fruitas to be Significantly Undervalued.

Key valuation signals for PHS:BALAI:

  • ROE %: 10.26% (near median its 10-year median of 10.30)
  • GF Value™: ₱0.49 vs. price of ₱0.31 (36.7% below fair value)
  • GF Score™: 64/100 with 2 warning signs
  • Industry Position: 8% below the Beverages - Non-Alcoholic median (#51 of 111)

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


Balai Ni Fruitas Business Description

Address 68 Data Street, Barangay Don Manuel, Quezon City, PHL, 1113
Balai Ni Fruitas Inc is mainly engaged in the business of processing, manufacturing, packaging, servicing, repacking, marketing, buying, selling, trading, or otherwise dealing in, wet and dry goods such as fresh fruit drinks, baked goods and other related products, and conduct, maintain, and carry on the general business of bakery, restaurant, cafeteria, kiosk, supermarket, and any articles of food products; and to engage in such other activities. The company has single operating segment.
64GF Score

Get the complete analysis for PHS:BALAI

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

₱0.31
Price
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GF Value