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Clime Investment Management (ASX:CIW) ROE % : -2.48% (As of Dec. 2024)


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What is Clime Investment Management ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Clime Investment Management's annualized net income for the quarter that ended in Dec. 2024 was A$-0.51 Mil. Clime Investment Management's average Total Stockholders Equity over the quarter that ended in Dec. 2024 was A$20.74 Mil. Therefore, Clime Investment Management's annualized ROE % for the quarter that ended in Dec. 2024 was -2.48%.

The historical rank and industry rank for Clime Investment Management's ROE % or its related term are showing as below:

ASX:CIW' s ROE % Range Over the Past 10 Years
Min: -17.1   Med: 5.32   Max: 13.45
Current: -11.5

During the past 13 years, Clime Investment Management's highest ROE % was 13.45%. The lowest was -17.10%. And the median was 5.32%.

ASX:CIW's ROE % is ranked worse than
88.13% of 1660 companies
in the Asset Management industry
Industry Median: 5.895 vs ASX:CIW: -11.50

Clime Investment Management ROE % Historical Data

The historical data trend for Clime Investment Management's ROE % 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.

Clime Investment Management ROE % Chart

Clime Investment Management Annual Data
Trend Jun15 Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.96 10.09 0.40 -7.69 -17.10

Clime Investment Management Semi-Annual Data
Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24
ROE % 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 1.86 -17.31 -14.30 -20.36 -2.48

Competitive Comparison of Clime Investment Management's ROE %

For the Asset Management subindustry, Clime Investment Management's ROE %, along with its competitors' market caps and ROE % 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.


Clime Investment Management's ROE % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Clime Investment Management's ROE % distribution charts can be found below:

* The bar in red indicates where Clime Investment Management's ROE % falls into.


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Clime Investment Management ROE % Calculation

Clime Investment Management's annualized ROE % for the fiscal year that ended in Jun. 2024 is calculated as

ROE %=Net Income (A: Jun. 2024 )/( (Total Stockholders Equity (A: Jun. 2023 )+Total Stockholders Equity (A: Jun. 2024 ))/ count )
=-3.772/( (23.265+20.856)/ 2 )
=-3.772/22.0605
=-17.10 %

Clime Investment Management's annualized ROE % for the quarter that ended in Dec. 2024 is calculated as

ROE %=Net Income (Q: Dec. 2024 )/( (Total Stockholders Equity (Q: Jun. 2024 )+Total Stockholders Equity (Q: Dec. 2024 ))/ count )
=-0.514/( (20.856+20.628)/ 2 )
=-0.514/20.742
=-2.48 %

* 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 ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is two times the semi-annual (Dec. 2024) net income data. ROE % is displayed in the 30-year financial page.


Clime Investment Management  (ASX:CIW) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Dec. 2024 )
=Net Income/Total Stockholders Equity
=-0.514/20.742
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(-0.514 / 11.956)*(11.956 / 26.1715)*(26.1715 / 20.742)
=Net Margin %*Asset Turnover*Equity Multiplier
=-4.3 %*0.4568*1.2618
=ROA %*Equity Multiplier
=-1.96 %*1.2618
=-2.48 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Dec. 2024 )
=Net Income/Total Stockholders Equity
=-0.514/20.742
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (-0.514 / -0.396) * (-0.396 / 11.956) * (11.956 / 26.1715) * (26.1715 / 20.742)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 1.298 * -3.31 % * 0.4568 * 1.2618
=-2.48 %

Note: The net income data used here is two times the semi-annual (Dec. 2024) net income data. The Revenue data used here is two times the semi-annual (Dec. 2024) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Clime Investment Management ROE % Related Terms

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Clime Investment Management Business Description

Traded in Other Exchanges
N/A
Address
20 Hunter Street, Level 12, Sydney, NSW, AUS, 2000
Clime Investment Management Ltd is engaged in providing integrated wealth solutions to clients by operating under the Australian Securities and Investments Commission (ASIC) granted Australian Financial Services Licenses (AFSLs). The Group engages in various activities such as; providing private wealth advisory services; providing licensee services to financial advisers; offering online equity research and valuation tools to investors; and acting as investment manager for various funds. The company's reportable segments are; Investment Management; Licensee Services; and Corporate Centre. A majority of its revenue is generated from the Investment Management segment. Geographically, the company operates only in Australia.

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