GURUFOCUS.COM » STOCK LIST » Financial Services » Capital Markets » Rothschild & Co SCA (OTCPK:PIEJF) » Definitions » ROA %

Rothschild SCA (Rothschild SCA) ROA % : 1.48% (As of Jun. 2023)


View and export this data going back to . Start your Free Trial

What is Rothschild SCA ROA %?

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Rothschild SCA's annualized Net Income for the quarter that ended in Jun. 2023 was $278 Mil. Rothschild SCA's average Total Assets over the quarter that ended in Jun. 2023 was $18,865 Mil. Therefore, Rothschild SCA's annualized ROA % for the quarter that ended in Jun. 2023 was 1.48%.

The historical rank and industry rank for Rothschild SCA's ROA % or its related term are showing as below:

PIEJF' s ROA % Range Over the Past 10 Years
Min: 0.1   Med: 1.76   Max: 4.74
Current: 2.75

During the past 13 years, Rothschild SCA's highest ROA % was 4.74%. The lowest was 0.10%. And the median was 1.76%.

PIEJF's ROA % is not ranked
in the Capital Markets industry.
Industry Median: 1.375 vs PIEJF: 2.75

Rothschild SCA ROA % Historical Data

The historical data trend for Rothschild SCA's ROA % 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.

* Premium members only.

Rothschild SCA ROA % Chart

Rothschild SCA Annual Data
Trend Mar13 Mar14 Mar15 Mar16 Mar17 Dec18 Dec19 Dec20 Dec21 Dec22
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.32 1.75 1.16 4.58 3.35

Rothschild SCA Semi-Annual Data
Sep13 Mar14 Sep14 Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23
ROA % 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 4.55 4.89 2.72 4.06 1.48

Competitive Comparison of Rothschild SCA's ROA %

For the Capital Markets subindustry, Rothschild SCA's ROA %, along with its competitors' market caps and ROA % 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.


Rothschild SCA's ROA % Distribution in the Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Rothschild SCA's ROA % distribution charts can be found below:

* The bar in red indicates where Rothschild SCA's ROA % falls into.



Rothschild SCA ROA % Calculation

Rothschild SCA's annualized ROA % for the fiscal year that ended in Dec. 2022 is calculated as:

ROA %=Net Income (A: Dec. 2022 )/( (Total Assets (A: Dec. 2021 )+Total Assets (A: Dec. 2022 ))/ count )
=641.559/( (19943.568+18407.323)/ 2 )
=641.559/19175.4455
=3.35 %

Rothschild SCA's annualized ROA % for the quarter that ended in Jun. 2023 is calculated as:

ROA %=Net Income (Q: Jun. 2023 )/( (Total Assets (Q: Dec. 2022 )+Total Assets (Q: Jun. 2023 ))/ count )
=278.384/( (18407.323+19322.585)/ 2 )
=278.384/18864.954
=1.48 %

* 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 ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is two times the semi-annual (Jun. 2023) net income data. ROA % is displayed in the 30-year financial page.


Rothschild SCA  (OTCPK:PIEJF) ROA % Explanation

ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A bank’s ROA % is typically well under 2%.

Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:

ROA %(Q: Jun. 2023 )
=Net Income/Total Assets
=278.384/18864.954
=(Net Income / Revenue)*(Revenue / Total Assets)
=(278.384 / 2701.098)*(2701.098 / 18864.954)
=Net Margin %*Asset Turnover
=10.31 %*0.1432
=1.48 %

Note: The Net Income data used here is two times the semi-annual (Jun. 2023) net income data. The Revenue data used here is two times the semi-annual (Jun. 2023) revenue data.

* 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

Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.

E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.


Rothschild SCA ROA % Related Terms

Thank you for viewing the detailed overview of Rothschild SCA's ROA % provided by GuruFocus.com. Please click on the following links to see related term pages.


Rothschild SCA (Rothschild SCA) Business Description

Traded in Other Exchanges
N/A
Address
23 bis, Avenue de Messine, Paris, FRA, 75008
Rothschild & Co SCA is a financial advisory group that provides merger and acquisition, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals, and governments globally. The company operates through three divisions: Rothschild Global Advisory, which offers merger and acquisition, strategy, and financing solutions to clients; Rothschild Private Wealth & Rothschild Asset Management, which provides investing, structuring, and safeguarding solutions; and Rothschild Merchant Banking, which is engaged in corporate private equity, managed funds, direct lending, and credit management. Its geographical segments are France, United Kingdom & Channel Islands, Americas, Rest of Europe, Switzerland, Australia & Asia, and others.

Rothschild SCA (Rothschild SCA) Headlines

No Headlines