Flexdeal Simfe (XLIS:FLEXD) ROE %: 9.02% (As of Jun. 2025) — 388% Above Median


XLIS:FLEXD Flexdeal Simfe SA XLIS:FLEXD
8 GF Score
Price €5.05
! 10 Warning Signs
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What is Flexdeal Simfe ROE %?

Flexdeal Simfe XLIS:FLEXD 8 ROE % is 9.02% as of Jun. 2025, which is 388% above its 10-year median of 1.85. GuruFocus rates XLIS:FLEXD with a GF Score™ of 8/100. The stock has 10 warning signs investors should review. Among 1,609 Asset Management companies, Flexdeal Simfe ranks worse than 57.43% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Flexdeal Simfe's annualized net income for the quarter that ended in Jun. 2025 was €1.84 Mil. Flexdeal Simfe's average Total Stockholders Equity over the quarter that ended in Jun. 2025 was €20.43 Mil. Therefore, Flexdeal Simfe's annualized ROE % for the quarter that ended in Jun. 2025 was 9.02%.

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

XLIS:FLEXD' s ROE % Range Over the Past 10 Years
Min: 0.5   Med: 1.85   Max: 6.12
Current: 4.45

During the past 6 years, Flexdeal Simfe's highest ROE % was 6.12%. The lowest was 0.50%. And the median was 1.85%.

XLIS:FLEXD's ROE % is ranked worse than
57.43% of 1609 companies
in the Asset Management industry
Industry Median: 6.52 vs XLIS:FLEXD: 4.45

Flexdeal Simfe  (XLIS:FLEXD) 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: Jun. 2025 )
=Net Income/Total Stockholders Equity
=1.842/20.4265
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(1.842 / 1.644)*(1.644 / 31.193)*(31.193 / 20.4265)
=Net Margin %*Asset Turnover*Equity Multiplier
=112.04 %*0.0527*1.5271
=ROA %*Equity Multiplier
=5.9 %*1.5271
=9.02 %

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: Jun. 2025 )
=Net Income/Total Stockholders Equity
=1.842/20.4265
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (1.842 / 1.632) * (1.632 / 0.426) * (0.426 / 1.644) * (1.644 / 31.193) * (31.193 / 20.4265)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1.1287 * 3.831 * 25.91 % * 0.0527 * 1.5271
=9.02 %

Note: The net income data used here is two times the semi-annual (Jun. 2025) net income data. The Revenue data used here is two times the semi-annual (Jun. 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.


Flexdeal Simfe ROE % Related Terms


Flexdeal Simfe ROE % Historical Data

* Premium members only.

The historical data trend for Flexdeal Simfe'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.

Flexdeal Simfe ROE % Chart

Flexdeal Simfe Annual Data
Trend Dec16 Sep18 Sep19 Sep20 Sep21 Sep22
ROE %
Get a 7-Day Free Trial 6.12 6.02 0.50 1.85 1.29

Flexdeal Simfe Semi-Annual Data
Dec16 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Jun25
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 0.50 0.13 4.55 3.52 9.02

XLIS:FLEXD vs BLK, BX, KKR: ROE % Comparison

For the Asset Management subindustry, Flexdeal Simfe'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.


Flexdeal Simfe ROE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Flexdeal Simfe's ROE % distribution charts can be found below:

* The bar in red indicates where Flexdeal Simfe's ROE % falls into.


XLIS:FLEXD
8GF Score
Flexdeal Simfe SA XLIS:FLEXD
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Flexdeal Simfe ROE % Calculation

Flexdeal Simfe's annualized ROE % for the fiscal year that ended in Sep. 2022 is calculated as

ROE %=Net Income (A: Sep. 2022 )/( (Total Stockholders Equity (A: Sep. 2021 )+Total Stockholders Equity (A: Sep. 2022 ))/ count )
=0.252/( (19.3+19.717)/ 2 )
=0.252/19.5085
=1.29 %

Flexdeal Simfe's annualized ROE % for the quarter that ended in Jun. 2025 is calculated as

ROE %=Net Income (Q: Jun. 2025 )/( (Total Stockholders Equity (Q: Mar. 2024 )+Total Stockholders Equity (Q: Jun. 2025 ))/ count )
=1.842/( (20.164+20.689)/ 2 )
=1.842/20.4265
=9.02 %

* 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 (Jun. 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 9.02% mean?
Flexdeal Simfe (XLIS:FLEXD) has a ROE % of 9.02% as of Jun. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Flexdeal Simfe and its competitors. This is 388% above median its historical median of 1.85. Over the past decade, Flexdeal Simfe's ROE % has ranged from 0.50 to 6.12. According to the industry distribution chart, Flexdeal Simfe ranks #924 out of 1609 companies in the Asset Management industry, placing it in the top 57.4%.
Is Flexdeal Simfe's ROE % too high?
Flexdeal Simfe's current ROE % of 9.02% is 388% above median its 10-year median of 1.85. Over the past 10 years, this metric has ranged from a low of 0.50 to a high of 6.12. The Asset Management industry median ROE % is 6.52. Flexdeal Simfe's value of 9.02% is 38.3% above this industry median. Based on the distribution chart, Flexdeal Simfe ranks #924 out of 1609 companies in the Asset Management industry, which is below the industry midpoint. Overall, Flexdeal Simfe has a GF Score™ of 8/100, reflecting its overall financial health beyond just this single metric.
How does Flexdeal Simfe's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Flexdeal Simfe ranks #924 out of 1609 companies for ROE %. This places Flexdeal Simfe in the lower half of its industry. The industry median ROE % is 6.52. Flexdeal Simfe's value of 9.02% is 38.3% above this benchmark. Historically, Flexdeal Simfe's own ROE % has ranged from 0.50 to 6.12 over the past decade. While the company's 10-year median is 1.85 vs. the industry median of 6.52, Flexdeal Simfe 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 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. Flexdeal Simfe's current ROE % of 9.02% is 38.3% 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 Flexdeal Simfe 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. Flexdeal Simfe's current ROE % is 9.02%, which is 388% above median its own 10-year median of 1.85. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Flexdeal Simfe stock overvalued right now?
Flexdeal Simfe (XLIS:FLEXD) has a current ROE % of 9.02%. The current ROE % is 9.02%, which is 388% above median its 10-year median of 1.85 and 38.3% above the Asset Management industry median of 6.52. Flexdeal Simfe's overall GF Score™ is 8/100 with 10 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 Flexdeal Simfe (XLIS:FLEXD), the current ROE % is 9.02% as of Jun. 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.

Flexdeal Simfe Business Description

Address Rua Doutor Francisco Torres N.78, Barcelos, PRT, 4750-160
Flexdeal Simfe SA is an investment managment company. The company invests in securities issued by companies eligible for investment by movable investment companies to promote the economy.
8GF Score

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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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