Berg Holding (WAR:BRH) ROE %: 98.98% (As of Mar. 2024)


WAR:BRH Berg Holding SA WAR:BRH
4 GF Score
Price zł0.21
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What is Berg Holding ROE %?

Berg Holding WAR:BRH 4 ROE % is 98.98% as of Mar. 2024. GuruFocus rates WAR:BRH with a GF Score™ of 4/100.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Berg Holding's annualized net income for the quarter that ended in Mar. 2024 was zł1.26 Mil. Berg Holding's average Total Stockholders Equity over the quarter that ended in Mar. 2024 was zł1.27 Mil. Therefore, Berg Holding's annualized ROE % for the quarter that ended in Mar. 2024 was 98.98%.

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

WAR:BRH's ROE % is not ranked *
in the Real Estate industry.
Industry Median: 3.92
* Ranked among companies with meaningful ROE % only.

Berg Holding  (WAR:BRH) 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. 2024 )
=Net Income/Total Stockholders Equity
=1.26/1.273
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(1.26 / 1.508)*(1.508 / 49.6965)*(49.6965 / 1.273)
=Net Margin %*Asset Turnover*Equity Multiplier
=83.55 %*0.0303*39.0389
=ROA %*Equity Multiplier
=2.53 %*39.0389
=98.98 %

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. 2024 )
=Net Income/Total Stockholders Equity
=1.26/1.273
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (1.26 / 1.26) * (1.26 / 1.26) * (1.26 / 1.508) * (1.508 / 49.6965) * (49.6965 / 1.273)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1 * 1 * 83.55 % * 0.0303 * 39.0389
=98.98 %

Note: The net income data used here is four times the quarterly (Mar. 2024) net income data. The Revenue data used here is four times the quarterly (Mar. 2024) 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.


Berg Holding ROE % Related Terms


Berg Holding ROE % Historical Data

* Premium members only.

The historical data trend for Berg Holding'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.

Berg Holding ROE % Chart

Berg Holding Annual Data
Trend Dec12 Dec13 Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 91.29 115.21 5.82 4.79 3.55

Berg Holding Quarterly Data
Jun18 Sep18 Dec18 Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Mar23 Mar24
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 -14.35 -37.21 -288.51 27.95 98.98

WAR:BRH vs CBRE, CSGP, BEKE: ROE % Comparison

For the Real Estate Services subindustry, Berg Holding'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.


Berg Holding ROE % vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Berg Holding's ROE % distribution charts can be found below:

* The bar in red indicates where Berg Holding's ROE % falls into.


WAR:BRH
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Berg Holding SA WAR:BRH
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Berg Holding ROE % Calculation

Berg Holding's annualized ROE % for the fiscal year that ended in Dec. 2021 is calculated as

ROE %=Net Income (A: Dec. 2021 )/( (Total Stockholders Equity (A: Dec. 2020 )+Total Stockholders Equity (A: Dec. 2021 ))/ count )
=0.7/( (23.821+15.587)/ 2 )
=0.7/19.704
=3.55 %

Berg Holding's annualized ROE % for the quarter that ended in Mar. 2024 is calculated as

ROE %=Net Income (Q: Mar. 2024 )/( (Total Stockholders Equity (Q: Mar. 2023 )+Total Stockholders Equity (Q: Mar. 2024 ))/ count )
=1.26/( (1.039+1.507)/ 2 )
=1.26/1.273
=98.98 %

* 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. 2024) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 98.98% mean?
Berg Holding (WAR:BRH) has a ROE % of 98.98% as of Mar. 2024. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Berg Holding and its competitors.
Is Berg Holding's ROE % too high?
Berg Holding's current ROE % is 98.98%. The Real Estate industry median ROE % is 3.92. Berg Holding's value of 98.98% is 2425% above this industry median. Overall, Berg Holding has a GF Score™ of 4/100, reflecting its overall financial health beyond just this single metric.
How does Berg Holding's ROE % compare to CBRE and CSGP?
Berg Holding's ROE % of 98.98% can be compared against companies in the Real Estate industry. The industry median ROE % is 3.92. Berg Holding's value of 98.98% is 2425% 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 Real Estate company?
The median ROE % among Real Estate companies is 3.92, based on 1,731 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. Berg Holding's current ROE % of 98.98% is 2425% 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 Berg Holding and its competitors. For the Real Estate industry, the median ROE % is 3.92 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Berg Holding's current ROE % is 98.98%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Berg Holding stock overvalued right now?
Berg Holding (WAR:BRH) has a current ROE % of 98.98%. The current ROE % is 98.98% and 2425% above the Real Estate industry median of 3.92. Berg Holding's overall GF Score™ is 4/100. 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 Berg Holding (WAR:BRH), the current ROE % is 98.98% as of Mar. 2024. 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.

Berg Holding Business Description

Address 6/2 Kopernika Street, Katowice, POL, 40-064
Berg Holding SA is engaged in buying tenement houses in the Silesian cities. The company makes the general renovation of buildings and prepares ready-made turnkey apartments for buying and leasing.
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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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