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Richard Sloan from the University of Michigan was first to document what is referred to as the "accrual anomaly". His 1996 paper found that shares of companies with small or negative accruals vastly outperform (+10%) those of companies with large ones.
Barita Investments's Sloan Ratio for the quarter that ended in Mar. 2026 was 7.36%.
As of Mar. 2026, Barita Investments has a Sloan Ratio of 7.36%, indicating the company is in the safe zone and there is no funny business with accruals.
Barita Investments (XJAM:BIL) Sloan Ratio % Explanation
A former University of Michigan researcher, Richard Sloan's 1996 paper found that shares of companies with small or negative accruals vastly outperform (+10%) those of companies with large ones. In fact, for the 40-year period between 1962 and 2001, buying the lowest accrual companies and shorting the highest accrual companies resulted in an average annual compounded return of 18%, more than double the S&P 500's 7.4% annual return over the same period.
If the Sloan Ratio is between -10% and 10%, the company is in the safe zone and there is no funny business with accruals.
If the Sloan Ratio is less than between -25% and -10% on the negative side, and between 10% and 25% on the positive side, this is a warning stage of accrual build up.
If the Sloan Ratio is less than -25% or greater than 25%, and this ratio is consistent over several quarters or even years, be careful. Earnings are highly likely to be made up of accruals.
As of Mar. 2026, Barita Investments has a Sloan Ratio of 7.36%, indicating the company is in the safe zone and there is no funny business with accruals.
Barita Investments Sloan Ratio % Related Terms
Barita Investments Sloan Ratio % Historical Data
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The historical data trend for Barita Investments's Sloan Ratio % 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.
XJAM:BIL vs MS, GS, SCHW: Sloan Ratio % Comparison
For the Capital Markets subindustry, Barita Investments's Sloan Ratio %, along with its competitors' market caps and Sloan Ratio % 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 Sloan Ratio % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Barita Investments's Sloan Ratio % distribution charts can be found below:
* The bar in red indicates where Barita Investments's Sloan Ratio % falls into.
Earnings contain a lot of non cash earnings which is called accruals. The Sloan ratio is a way to identify firms with low non-cash or accrual-derived earnings relative to their cash flow.
Barita Investments's Sloan Ratio for the fiscal year that ended in Sep. 2025 is calculated as
Barita Investments's Net Income for the trailing twelve months (TTM) ended in Mar. 2026 was 1066.376 (Jun. 2025 ) + 763.408 (Sep. 2025 ) + 211.467 (Dec. 2025 ) + 1170.602 (Mar. 2026 ) = JMD3,212 Mil.
Barita Investments's Cash Flow from Operations for the trailing twelve months (TTM) ended in Mar. 2026 was -3345.028 (Jun. 2025 ) + -9715.676 (Sep. 2025 ) + -313.796 (Dec. 2025 ) + 4421.882 (Mar. 2026 ) = JMD-8,953 Mil.
Barita Investments's Cash Flow from Investing for the trailing twelve months (TTM) ended in Mar. 2026 was -4340.526 (Jun. 2025 ) + 8360.947 (Sep. 2025 ) + 1652.234 (Dec. 2025 ) + -6694.606 (Mar. 2026 ) = JMD-1,022 Mil.
* 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.
Barita Investments (XJAM:BIL) has a Sloan Ratio % of 7.36% as of Mar. 2026. Sloan ratio measures earnings quality based on the amount of accruals. View historical data on Barita Investments and its competitors.
Is Barita Investments' Sloan Ratio % too high?
Barita Investments' current Sloan Ratio % is 7.36%. 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' Sloan Ratio % compare to MS and GS?
Barita Investments' Sloan Ratio % of 7.36% can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Sloan Ratio % for a Capital Markets company?
A good Sloan Ratio % depends on the Capital Markets industry context. However, Sloan Ratio % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Sloan Ratio % mean?
A high Sloan Ratio % can signal that a stock is expensive relative to its fundamentals. Sloan ratio measures earnings quality based on the amount of accruals. View historical data on Barita Investments and its competitors. Barita Investments's current Sloan Ratio % is 7.36%. 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 JMD17,067.15, compared to a current price of JMD67.17 — trading 99.6% below its estimated fair value. The current Sloan Ratio % is 7.36%. 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 Sloan Ratio % calculated?
Sloan Ratio % is calculated from a company's financial statements. For Barita Investments (XJAM:BIL), the current Sloan Ratio % is 7.36% 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 JMD67.17 is trading 99.6% below its estimated GF Value™ of JMD17,067.15.
GuruFocus considers Barita Investments to be Possible Value Trap.
Key valuation signals for XJAM:BIL:
Sloan Ratio %: 7.36%
GF Value™: JMD17,067.15 vs. price of JMD67.17 (99.6% below fair value)
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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