The historical rank and industry rank for Barita Investments's ROE % or its related term are showing as below:
XJAM:BIL'
s ROE % Range Over the Past 10 Years
Min: 7.7 Med: 11.57 Max: 20.47
Current: 8.87
During the past 13 years, Barita Investments's highest ROE % was 20.47%. The lowest was 7.70%. And the median was 11.57%.
XJAM:BIL's ROE % is ranked better than 59.87% of 790
companies
in the Capital Markets industry
Industry Median: 6.035
vs XJAM:BIL: 8.87
Barita Investments (XJAM:BIL) 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.
Barita Investments ROE % Related Terms
Barita Investments ROE % Historical Data
* Premium members only.
The historical data trend for Barita Investments'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.
For the Capital Markets subindustry, Barita Investments'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.
Barita Investments ROE % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Barita Investments's ROE % distribution charts can be found below:
* The bar in red indicates where Barita Investments'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.
Barita Investments (XJAM:BIL) has a ROE % of 12.98% 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 Barita Investments and its competitors. This is 12% above median its historical median of 11.57. Over the past decade, Barita Investments' ROE % has ranged from 7.70 to 20.47. According to the industry distribution chart, Barita Investments ranks #317 out of 790 companies in the Capital Markets industry, placing it in the top 40.1%.
Is Barita Investments' ROE % too high?
Barita Investments' current ROE % of 12.98% is 12% above median its 10-year median of 11.57. Over the past 10 years, this metric has ranged from a low of 7.70 to a high of 20.47. The Capital Markets industry median ROE % is 6.04. Barita Investments' value of 12.98% is 115.1% above this industry median. Based on the distribution chart, Barita Investments ranks #317 out of 790 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Barita Investments has a GF Score™ of 61/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Barita Investments' ROE % compare to MS and GS?
According to the Capital Markets industry distribution chart, Barita Investments ranks #317 out of 790 companies for ROE %. This puts Barita Investments in the upper half of its industry. The industry median ROE % is 6.04. Barita Investments' value of 12.98% is 115.1% above this benchmark. Historically, Barita Investments' own ROE % has ranged from 7.70 to 20.47 over the past decade. While the company's 10-year median is 11.57 vs. the industry median of 6.04, Barita Investments 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 a Capital Markets company?
The median ROE % among Capital Markets companies is 6.04, based on 790 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. Barita Investments's current ROE % of 12.98% is 115.1% 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 Barita Investments and its competitors. For the Capital Markets industry, the median ROE % is 6.04 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Barita Investments's current ROE % is 12.98%, which is 12% above median its own 10-year median of 11.57. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barita Investments stock overvalued right now?
Based on GuruFocus' analysis, Barita Investments (XJAM:BIL) is currently considered Possible Value Trap. The stock's GF Value™ is JMD17,082.17, compared to a current price of JMD68.29 — trading 99.6% below its estimated fair value. The current ROE % is 12.98%, which is 12% above median its 10-year median of 11.57 and 115.1% above the Capital Markets industry median of 6.04. Barita Investments' overall GF Score™ is 61/100 with 5 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 Barita Investments (XJAM:BIL), the current ROE % is 12.98% 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 Barita Investments (XJAM:BIL) Overvalued in 2026?
Based on GuruFocus' analysis, Barita Investments stock appears to be undervalued.
The current stock price of JMD68.29 is trading 99.6% below its estimated GF Value™ of JMD17,082.17.
GuruFocus considers Barita Investments to be Possible Value Trap.
Key valuation signals for XJAM:BIL:
ROE %: 12.98% (12% above median its 10-year median of 11.57)
GF Value™: JMD17,082.17 vs. price of JMD68.29 (99.6% below fair value)
Industry Position: 115.1% above the Capital Markets median (#317 of 790)
No single metric tells the full story. See the XJAM:BIL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Barita Investments Ltd is a licensed securities dealer, investment manager, pension administrator and cambio operator and has primary dealer status from Bank of Jamaica. The principal activities of company are securities brokerage, money market activities, cambio operations, investment banking, and fund management. Its products are Unit Trust Funds, Barita GPS, FX Income Accumulator, Capital Growth Fund, Money Market Fund, FX Growth Portfolio, FX Bond Portfolio, Real Estate Portfolio, Income Portfolio, Pension Management Fund, Individual Retirement Scheme, Fixed Income, Stocks and Research, etc. The company has three segments Fixed Income, Fund Management, and Other operations. The majority of revenue comes from Fixed Income which includes money market activities and securities broking.
61GF Score
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