Combining efficiency with ROA: indicator of future relative performance - South African banking groups

Bank financial performance and relative future financial performance are important issues to stakeholders like management, shareholders, investment analysts and portfolio managers. This paper provides evidence that bank financial performance expressed as return on assets (ROA) figures that are adjus...

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Main Authors: Cronje, Tom, Beer, J.
Format: Journal Article
Published: Virtus Interpress 2010
Subjects:
Online Access:http://hdl.handle.net/20.500.11937/28882
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author Cronje, Tom
Beer, J.
author_facet Cronje, Tom
Beer, J.
author_sort Cronje, Tom
building Curtin Institutional Repository
collection Online Access
description Bank financial performance and relative future financial performance are important issues to stakeholders like management, shareholders, investment analysts and portfolio managers. This paper provides evidence that bank financial performance expressed as return on assets (ROA) figures that are adjusted according to relative income and expenditure efficiency provide fundamental measures of performance that have a causal link with future profits and can be utilised in estimating future financial performance. The methodology applied in this research consists of empirically investigating the annual changes in the ROAs of the nine listed South African Banking Groups over the period 2000 to 2008. The study consists of a two stage process. Data envelopment analysis (DEA) is conducted and resultant DEA scores are combined with the calculated ROAs of banks to provide efficiency adjusted ROA. The findings of this research paper shows that combining the CRS efficiency of bank groups with ROA provides a more reliable measure of future financial performance than just conventional ROA figures and efficiency figures.
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spelling curtin-20.500.11937-288822017-01-30T13:08:06Z Combining efficiency with ROA: indicator of future relative performance - South African banking groups Cronje, Tom Beer, J. income efficiency efficiency adjusted return on assets cost efficiency return on assets data envelopment analysis Bank financial performance Bank financial performance and relative future financial performance are important issues to stakeholders like management, shareholders, investment analysts and portfolio managers. This paper provides evidence that bank financial performance expressed as return on assets (ROA) figures that are adjusted according to relative income and expenditure efficiency provide fundamental measures of performance that have a causal link with future profits and can be utilised in estimating future financial performance. The methodology applied in this research consists of empirically investigating the annual changes in the ROAs of the nine listed South African Banking Groups over the period 2000 to 2008. The study consists of a two stage process. Data envelopment analysis (DEA) is conducted and resultant DEA scores are combined with the calculated ROAs of banks to provide efficiency adjusted ROA. The findings of this research paper shows that combining the CRS efficiency of bank groups with ROA provides a more reliable measure of future financial performance than just conventional ROA figures and efficiency figures. 2010 Journal Article http://hdl.handle.net/20.500.11937/28882 Virtus Interpress fulltext
spellingShingle income efficiency
efficiency adjusted return on assets
cost efficiency
return on assets
data envelopment analysis
Bank financial performance
Cronje, Tom
Beer, J.
Combining efficiency with ROA: indicator of future relative performance - South African banking groups
title Combining efficiency with ROA: indicator of future relative performance - South African banking groups
title_full Combining efficiency with ROA: indicator of future relative performance - South African banking groups
title_fullStr Combining efficiency with ROA: indicator of future relative performance - South African banking groups
title_full_unstemmed Combining efficiency with ROA: indicator of future relative performance - South African banking groups
title_short Combining efficiency with ROA: indicator of future relative performance - South African banking groups
title_sort combining efficiency with roa: indicator of future relative performance - south african banking groups
topic income efficiency
efficiency adjusted return on assets
cost efficiency
return on assets
data envelopment analysis
Bank financial performance
url http://hdl.handle.net/20.500.11937/28882