Ferrari N.V.'s (NYSE:RACE) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock?

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With its stock down 4.0% over the past three months, it is easy to disregard Ferrari (NYSE:RACE). However, a closer look at its sound financials might cause you to think again. Given that fundamentals usually drive long-term market outcomes, the company is worth looking at. Specifically, we decided to study Ferrari's ROE in this article.

Return on equity or ROE is an important factor to be considered by a shareholder because it tells them how effectively their capital is being reinvested. In other words, it is a profitability ratio which measures the rate of return on the capital provided by the company's shareholders.

View our latest analysis for Ferrari

How Do You Calculate Return On Equity?

Return on equity can be calculated by using the formula:

Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity

So, based on the above formula, the ROE for Ferrari is:

43% = €1.4b ÷ €3.3b (Based on the trailing twelve months to September 2024).

The 'return' is the yearly profit. So, this means that for every $1 of its shareholder's investments, the company generates a profit of $0.43.

Why Is ROE Important For Earnings Growth?

So far, we've learned that ROE is a measure of a company's profitability. Depending on how much of these profits the company reinvests or "retains", and how effectively it does so, we are then able to assess a company’s earnings growth potential. Generally speaking, other things being equal, firms with a high return on equity and profit retention, have a higher growth rate than firms that don’t share these attributes.

Ferrari's Earnings Growth And 43% ROE

To begin with, Ferrari has a pretty high ROE which is interesting. Second, a comparison with the average ROE reported by the industry of 15% also doesn't go unnoticed by us. Probably as a result of this, Ferrari was able to see a decent net income growth of 18% over the last five years.

We then performed a comparison between Ferrari's net income growth with the industry, which revealed that the company's growth is similar to the average industry growth of 18% in the same 5-year period.

past-earnings-growth
NYSE:RACE Past Earnings Growth December 10th 2024

Earnings growth is an important metric to consider when valuing a stock. What investors need to determine next is if the expected earnings growth, or the lack of it, is already built into the share price. Doing so will help them establish if the stock's future looks promising or ominous. Is Ferrari fairly valued compared to other companies? These 3 valuation measures might help you decide.