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Andrew Peller (TSX:ADW.A) ROA % : -0.27% (As of Dec. 2023)


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What is Andrew Peller ROA %?

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Andrew Peller's annualized Net Income for the quarter that ended in Dec. 2023 was C$-1.5 Mil. Andrew Peller's average Total Assets over the quarter that ended in Dec. 2023 was C$555.3 Mil. Therefore, Andrew Peller's annualized ROA % for the quarter that ended in Dec. 2023 was -0.27%.

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

TSX:ADW.A' s ROA % Range Over the Past 10 Years
Min: -1.06   Med: 4.92   Max: 8.29
Current: -1.06

During the past 13 years, Andrew Peller's highest ROA % was 8.29%. The lowest was -1.06%. And the median was 4.92%.

TSX:ADW.A's ROA % is ranked worse than
73.27% of 217 companies
in the Beverages - Alcoholic industry
Industry Median: 3.48 vs TSX:ADW.A: -1.06

Andrew Peller ROA % Historical Data

The historical data trend for Andrew Peller'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.

Andrew Peller ROA % Chart

Andrew Peller Annual Data
Trend Mar14 Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.75 4.79 5.26 2.27 -0.60

Andrew Peller Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
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 2.81 -7.10 -0.66 3.86 -0.27

Competitive Comparison of Andrew Peller's ROA %

For the Beverages - Wineries & Distilleries subindustry, Andrew Peller'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.


Andrew Peller's ROA % Distribution in the Beverages - Alcoholic Industry

For the Beverages - Alcoholic industry and Consumer Defensive sector, Andrew Peller's ROA % distribution charts can be found below:

* The bar in red indicates where Andrew Peller's ROA % falls into.



Andrew Peller ROA % Calculation

Andrew Peller's annualized ROA % for the fiscal year that ended in Mar. 2023 is calculated as:

ROA %=Net Income (A: Mar. 2023 )/( (Total Assets (A: Mar. 2022 )+Total Assets (A: Mar. 2023 ))/ count )
=-3.352/( (558.071+566.748)/ 2 )
=-3.352/562.4095
=-0.60 %

Andrew Peller's annualized ROA % for the quarter that ended in Dec. 2023 is calculated as:

ROA %=Net Income (Q: Dec. 2023 )/( (Total Assets (Q: Sep. 2023 )+Total Assets (Q: Dec. 2023 ))/ count )
=-1.476/( (565.434+545.074)/ 2 )
=-1.476/555.254
=-0.27 %

* 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 four times the quarterly (Dec. 2023) net income data. ROA % is displayed in the 30-year financial page.


Andrew Peller  (TSX:ADW.A) 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: Dec. 2023 )
=Net Income/Total Assets
=-1.476/555.254
=(Net Income / Revenue)*(Revenue / Total Assets)
=(-1.476 / 400.768)*(400.768 / 555.254)
=Net Margin %*Asset Turnover
=-0.37 %*0.7218
=-0.27 %

Note: The Net Income data used here is four times the quarterly (Dec. 2023) net income data. The Revenue data used here is four times the quarterly (Dec. 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.


Andrew Peller ROA % Related Terms

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Andrew Peller (TSX:ADW.A) Business Description

Traded in Other Exchanges
Address
697 South Service Road, Grimsby, ON, CAN, L3M 4E8
Andrew Peller Ltd is a wine producing company. It is engaged in the production and marketing of wine and spirit products in Canada. Some of the company's brands are Peller Estates, Trius Winery, Thirty Bench, Wayne Gretzky, Sandhill, Red Rooster, Calona Vineyards and many more. The Company owns and operates over 100 well-positioned independent retail locations in Ontario under The Wine Shop, Wine Country Vintners, and Wine Country Merchants store.

Andrew Peller (TSX:ADW.A) Headlines

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