Australian United Investment CoASX:AUI 50 ROA % is 3.25% as of Dec. 2025, which is 16% below its 10-year median of 3.88. GuruFocus rates ASX:AUI with a GF Score™ of 50/100 and a GF Value™ of A$10.84 (Fairly Valued). The stock has 8 warning signs investors should review. Among 1,639 Asset Management companies, Australian United Investment Co ranks worse than 54.48% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Australian United Investment Co's annualizedNet Income for the quarter that ended in Dec. 2025 was A$54.53 Mil.
Australian United Investment Co's average Total Assets over the quarter that ended in Dec. 2025 was A$1,680.35 Mil. Therefore, Australian United Investment Co's annualized ROA % for the quarter that ended in Dec. 2025 was 3.25%.
ASX:AUI'
s ROA % Range Over the Past 10 Years
Min: 3.12 Med: 3.88 Max: 5.08
Current: 3.15
During the past 13 years, Australian United Investment Co's highest ROA % was 5.08%. The lowest was 3.12%. And the median was 3.88%.
ASX:AUI's ROA % is ranked worse than 54.48% of 1639
companies
in the Asset Management industry
Industry Median: 3.95
vs ASX:AUI: 3.15
Australian United Investment Co (ASX:AUI) 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 banks 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:
Note:
The Net Income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) 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.
Australian United Investment Co ROA % Related Terms
Australian United Investment Co ROA % Historical 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.
For the Asset Management subindustry, Australian United Investment Co'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.
Australian United Investment Co ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Australian United Investment Co's ROA % distribution charts can be found below:
* The bar in red indicates where Australian United Investment Co's ROA % falls into.
* 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 two times the semi-annual (Dec. 2025) net income data.
ROA % is displayed in the 30-year financial page.
Australian United Investment Co (ASX:AUI) has a ROA % of 3.25% as of Dec. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Australian United Investment Co and its competitors. This is 16% below median its historical median of 3.88. Over the past decade, Australian United Investment Co's ROA % has ranged from 3.12 to 5.08. According to the industry distribution chart, Australian United Investment Co ranks #893 out of 1639 companies in the Asset Management industry, placing it in the top 54.5%.
Is Australian United Investment Co's ROA % too high?
Australian United Investment Co's current ROA % of 3.25% is 16% below median its 10-year median of 3.88. Over the past 10 years, this metric has ranged from a low of 3.12 to a high of 5.08. The Asset Management industry median ROA % is 3.95. Australian United Investment Co's value of 3.25% is 17.7% below this industry median. Based on the distribution chart, Australian United Investment Co ranks #893 out of 1639 companies in the Asset Management industry, which is below the industry midpoint. Overall, Australian United Investment Co has a GF Score™ of 50/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Australian United Investment Co's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Australian United Investment Co ranks #893 out of 1639 companies for ROA %. This places Australian United Investment Co in the lower half of its industry. The industry median ROA % is 3.95. Australian United Investment Co's value of 3.25% is 17.7% below this benchmark. Historically, Australian United Investment Co's own ROA % has ranged from 3.12 to 5.08 over the past decade. While the company's 10-year median is 3.88 vs. the industry median of 3.95, Australian United Investment Co has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for an Asset Management company?
The median ROA % among Asset Management companies is 3.95, based on 1,639 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Australian United Investment Co's current ROA % of 3.25% is 17.7% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Australian United Investment Co and its competitors. For the Asset Management industry, the median ROA % is 3.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Australian United Investment Co's current ROA % is 3.25%, which is 16% below median its own 10-year median of 3.88. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Australian United Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Australian United Investment Co (ASX:AUI) is currently considered Fairly Valued. The stock's GF Value™ is A$10.84, compared to a current price of A$11.08 — trading 2.2% above its estimated fair value. The current ROA % is 3.25%, which is 16% below median its 10-year median of 3.88 and 17.7% below the Asset Management industry median of 3.95. Australian United Investment Co's overall GF Score™ is 50/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Australian United Investment Co (ASX:AUI), the current ROA % is 3.25% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Australian United Investment Co (ASX:AUI) Overvalued in 2026?
Based on GuruFocus' analysis, Australian United Investment Co stock appears to be overvalued.
The current stock price of A$11.08 is trading 2.2% above its estimated GF Value™ of A$10.84.
GuruFocus considers Australian United Investment Co to be Fairly Valued.
Key valuation signals for ASX:AUI:
ROA %: 3.25% (16% below median its 10-year median of 3.88)
GF Value™: A$10.84 vs. price of A$11.08 (2.2% above fair value)
Industry Position: 17.7% below the Asset Management median (#893 of 1639)
No single metric tells the full story. See the ASX:AUI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Australian United Investment Co Business Description
Australian United Investment Co Ltd (AUI) is an investment company. The company's objective is to take a medium to long-term view and to invest in a diversified portfolio of Australian equities that have the potential to provide income and capital appreciation over the longer term. AUI's funds are invested predominantly in shares of companies listed on the ASX.
50GF Score
Get the complete analysis for ASX:AUI
ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
ASX:AUI has been successfully added to your 
