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Templeton Emerging Markets Inv Tr (CHIX:TEML) ROA % : -2.28% (As of Sep. 2023)


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What is Templeton Emerging Markets Inv Tr ROA %?

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Templeton Emerging Markets Inv Tr's annualized Net Income for the quarter that ended in Sep. 2023 was £-47.7 Mil. Templeton Emerging Markets Inv Tr's average Total Assets over the quarter that ended in Sep. 2023 was £2,092.5 Mil. Therefore, Templeton Emerging Markets Inv Tr's annualized ROA % for the quarter that ended in Sep. 2023 was -2.28%.

The historical rank and industry rank for Templeton Emerging Markets Inv Tr's ROA % or its related term are showing as below:

CHIX:TEMl' s ROA % Range Over the Past 10 Years
Min: -20.02   Med: 0.43   Max: 40.82
Current: 8.1

During the past 13 years, Templeton Emerging Markets Inv Tr's highest ROA % was 40.82%. The lowest was -20.02%. And the median was 0.43%.

CHIX:TEMl's ROA % is ranked better than
74.55% of 1713 companies
in the Asset Management industry
Industry Median: 2.89 vs CHIX:TEMl: 8.10

Templeton Emerging Markets Inv Tr ROA % Historical Data

The historical data trend for Templeton Emerging Markets Inv Tr'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.

Templeton Emerging Markets Inv Tr ROA % Chart

Templeton Emerging Markets Inv Tr 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 0.75 -10.99 40.82 -17.81 0.11

Templeton Emerging Markets Inv Tr Quarterly Data
Mar14 Sep14 Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23
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 -29.58 -42.14 -32.96 34.50 -2.28

Competitive Comparison of Templeton Emerging Markets Inv Tr's ROA %

For the Asset Management subindustry, Templeton Emerging Markets Inv Tr'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.


Templeton Emerging Markets Inv Tr's ROA % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Templeton Emerging Markets Inv Tr's ROA % distribution charts can be found below:

* The bar in red indicates where Templeton Emerging Markets Inv Tr's ROA % falls into.



Templeton Emerging Markets Inv Tr ROA % Calculation

Templeton Emerging Markets Inv Tr'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 )
=2.522/( (2267.313+2133.649)/ 2 )
=2.522/2200.481
=0.11 %

Templeton Emerging Markets Inv Tr's annualized ROA % for the quarter that ended in Sep. 2023 is calculated as:

ROA %=Net Income (Q: Sep. 2023 )/( (Total Assets (Q: Mar. 2023 )+Total Assets (Q: Sep. 2023 ))/ count )
=-47.736/( (2133.649+2051.366)/ 2 )
=-47.736/2092.5075
=-2.28 %

* 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 (Sep. 2023) net income data. ROA % is displayed in the 30-year financial page.


Templeton Emerging Markets Inv Tr  (CHIX:TEMl) 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: Sep. 2023 )
=Net Income/Total Assets
=-47.736/2092.5075
=(Net Income / Revenue)*(Revenue / Total Assets)
=(-47.736 / 20.46)*(20.46 / 2092.5075)
=Net Margin %*Asset Turnover
=-233.31 %*0.0098
=-2.28 %

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


Templeton Emerging Markets Inv Tr ROA % Related Terms

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Templeton Emerging Markets Inv Tr (CHIX:TEML) Business Description

Traded in Other Exchanges
Address
5 Morrison Street, Edinburgh, Midlothian, GBR, EH3 8BH
Templeton Emerging Markets Inv Tr PLC is one of the leading emerging markets investment trusts based in the UK. It invests in companies from sectors like Financials, Telecom, Health Care, Industrials and Utilities. Majority of its investment is dedicated to Unilever, which is a UK based consumer products company having a global footprint. The company also has holdings in countries like China/Hong Kong, South Korea, Taiwan, Russia, Brazil, India, South Africa, Thailand, Greece, Egypt, United States, Mexico, Cambodia, Peru, Hungary, Kenya, Pakistan, Czech Republic, Argentina, Philippines, Indonesia, and Nigeria.

Templeton Emerging Markets Inv Tr (CHIX:TEML) Headlines

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