Cadence Capital (ASX:CDM) ROA %: 21.23% (As of Dec. 2025) — 4063% Above Median


ASX:CDM Cadence Capital Ltd ASX:CDM
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What is Cadence Capital ROA %?

Cadence Capital ASX:CDM +0.68% 24 ROA % is 21.23% as of Dec. 2025, which is 4063% above its 10-year median of 0.51. GuruFocus rates ASX:CDM with a GF Score™ of 24/100. The stock has 1 warning sign investors should review. Among 1,635 Asset Management companies, Cadence Capital ranks better than 82.14% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Cadence Capital's annualized Net Income for the quarter that ended in Dec. 2025 was A$79.58 Mil. Cadence Capital's average Total Assets over the quarter that ended in Dec. 2025 was A$374.83 Mil. Therefore, Cadence Capital's annualized ROA % for the quarter that ended in Dec. 2025 was 21.23%.

The historical rank and industry rank for Cadence Capital's ROA % or its related term are showing as below:

ASX:CDM' s ROA % Range Over the Past 10 Years
Min: -12.64   Med: 0.51   Max: 14.8
Current: 14.8

During the past 13 years, Cadence Capital's highest ROA % was 14.80%. The lowest was -12.64%. And the median was 0.51%.

ASX:CDM's ROA % is ranked better than
82.14% of 1635 companies
in the Asset Management industry
Industry Median: 3.97 vs ASX:CDM: 14.80

Cadence Capital  (ASX:CDM) 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: Dec. 2025 )
=Net Income/Total Assets
=79.584/374.831
=(Net Income / Revenue)*(Revenue / Total Assets)
=(79.584 / 116.19)*(116.19 / 374.831)
=Net Margin %*Asset Turnover
=68.49 %*0.31
=21.23 %

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.


Cadence Capital ROA % Related Terms


Cadence Capital ROA % Historical Data

* Premium members only.

The historical data trend for Cadence Capital'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.

Cadence Capital ROA % Chart

Cadence Capital Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 10.21 -0.72 -1.97 5.81 1.74

Cadence Capital Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 4.89 7.01 -4.40 8.16 21.23

ASX:CDM vs BLK, BX, KKR: ROA % Comparison

For the Asset Management subindustry, Cadence Capital'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.


Cadence Capital ROA % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Cadence Capital's ROA % distribution charts can be found below:

* The bar in red indicates where Cadence Capital's ROA % falls into.


ASX:CDM
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Cadence Capital Ltd ASX:CDM
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Cadence Capital ROA % Calculation

Cadence Capital's annualized ROA % for the fiscal year that ended in Jun. 2025 is calculated as:

ROA %=Net Income (A: Jun. 2025 )/( (Total Assets (A: Jun. 2024 )+Total Assets (A: Jun. 2025 ))/ count )
=6.266/( (369.741+348.875)/ 2 )
=6.266/359.308
=1.74 %

Cadence Capital's annualized ROA % for the quarter that ended in Dec. 2025 is calculated as:

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=79.584/( (348.875+400.787)/ 2 )
=79.584/374.831
=21.23 %

* 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.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 21.23% mean?
Cadence Capital (ASX:CDM) has a ROA % of 21.23% 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 Cadence Capital and its competitors. This is 4063% above median its historical median of 0.51. According to the industry distribution chart, Cadence Capital ranks #292 out of 1635 companies in the Asset Management industry, placing it in the top 17.9%.
Is Cadence Capital's ROA % too high?
Cadence Capital's current ROA % of 21.23% is 4063% above median its 10-year median of 0.51. The Asset Management industry median ROA % is 3.97. Cadence Capital's value of 21.23% is 434.8% above this industry median. Based on the distribution chart, Cadence Capital ranks #292 out of 1635 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Cadence Capital has a GF Score™ of 24/100, reflecting its overall financial health beyond just this single metric.
How does Cadence Capital's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Cadence Capital ranks #292 out of 1635 companies for ROA %. This places Cadence Capital in the top 18% of its industry — outperforming the majority of peers. The industry median ROA % is 3.97. Cadence Capital's value of 21.23% is 434.8% above this benchmark. While the company's 10-year median is 0.51 vs. the industry median of 3.97, Cadence Capital has consistently been above 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 3.97, based on 1,635 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. Cadence Capital's current ROA % of 21.23% is 434.8% above 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 Cadence Capital and its competitors. For the Asset Management industry, the median ROA % is 3.97 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Cadence Capital's current ROA % is 21.23%, which is 4063% above median its own 10-year median of 0.51. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Cadence Capital stock overvalued right now?
Cadence Capital (ASX:CDM) has a current ROA % of 21.23%. The current ROA % is 21.23%, which is 4063% above median its 10-year median of 0.51 and 434.8% above the Asset Management industry median of 3.97. Cadence Capital's overall GF Score™ is 24/100 with 1 warning sign 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 Cadence Capital (ASX:CDM), the current ROA % is 21.23% 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.

Cadence Capital Business Description

Address 131 Macquarie Street, Level 6, Sydney, NSW, AUS, 2000
Cadence Capital Ltd is an investment company that invests in listed equities, with the aim of producing above market risk-adjusted returns over time. The principal activity of the company is to invest primarily in securities located in Australia and internationally. The company intends to take short positions and may also deal in derivatives for hedging purposes. It derives revenue from dividend income, interest income, and the sale of its financial assets.
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