BEAMCAUTIOUS

BEAM Return on Equity (ROE) Analysis

-8.2%

Updated 11h ago·SEC filings & market data

Key Takeaway

The current Return on Equity (ROE) of -8.2% means that for every $100 of shareholder equity, the company is losing $8.20, a negative return that indicates it is not generating profit from investors’ money.

Sector Performance

13th percentile

BEAM

-8.2%

Sector Median

13.3%

Sector Avg

17.0%

Prior Period

-5.8%(Aug 2026)

↓ Declining

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Deep Analysis

This sits far below the sector median of 13.5%, placing the company in the 12th percentile among peers, meaning about 88% of comparable firms perform better on this measure. The metric is N/A for the last eight quarters, but the year-over-year change is also N/A, while the quarter-over-quarter change is -41.4%, driven by the most recent values moving from -5.8% to -8.2%. The combination of an already negative ROE with a sharp quarterly decline implies eroding profitability and a higher risk of continued capital losses for investors. This metric directly supports the overall CAUTIOUS verdict, as both the level and trajectory of ROE point to financial underperformance.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about BEAM?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

Who are BEAM's closest peers by Return on Equity (ROE)?

The closest peers by Return on Equity (ROE) include: EVGO (-34.6%), MAR (-69.0%), BMBL (-76.9%), WBA (-82.7%), NIO (-84.0%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.