4 Comments

Why roa?basically they are it companies or assets light,why do you prefer roa more than roic or roiic?thanks

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ROA measures profitability relative to the assets employed, giving a direct view of how efficiently the business uses its resources to generate returns.

ROIC, on the other hand, factors in financing decisions (debt vs. equity) by including both debt and equity capital providers in its denominator. While useful, this can be less relevant for purely operational performance analysis.

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Hi Giovanni,thank you for sharing them.Do you have any valuetion framework or you just choose on the potention growth?grazie

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Hi Albert. I do use a DCF model. It's a long story. BTW I use adjusted data or cleaned data (I paid a database that cleans fundamental data). From there I can see what is embedded in the current price of the stock: what ROA and Asset Grow should the company achieve to justify the current price? If way too much = overvalued, if way too little, Undervalued.

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