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Clime Investment Management (ASX:CIW) ROA % : -1.96% (As of Dec. 2024)


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What is Clime Investment Management ROA %?

ROA % is calculated as Net Income divided by its average Total Assets 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 Assets over the quarter that ended in Dec. 2024 was A$26.17 Mil. Therefore, Clime Investment Management's annualized ROA % for the quarter that ended in Dec. 2024 was -1.96%.

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

ASX:CIW' s ROA % Range Over the Past 10 Years
Min: -12.82   Med: 4.46   Max: 10.99
Current: -8.86

During the past 13 years, Clime Investment Management's highest ROA % was 10.99%. The lowest was -12.82%. And the median was 4.46%.

ASX:CIW's ROA % is ranked worse than
87.59% of 1684 companies
in the Asset Management industry
Industry Median: 5.055 vs ASX:CIW: -8.86

Clime Investment Management ROA % Historical Data

The historical data trend for Clime Investment Management'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.

Clime Investment Management ROA % Chart

Clime Investment Management Annual Data
Trend Jun15 Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.57 7.73 0.32 -6.04 -12.82

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
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 1.44 -12.73 -10.57 -15.11 -1.96

Competitive Comparison of Clime Investment Management's ROA %

For the Asset Management subindustry, Clime Investment Management'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.


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

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

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



Clime Investment Management ROA % Calculation

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

ROA %=Net Income (A: Jun. 2024 )/( (Total Assets (A: Jun. 2023 )+Total Assets (A: Jun. 2024 ))/ count )
=-3.772/( (31.163+27.663)/ 2 )
=-3.772/29.413
=-12.82 %

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

ROA %=Net Income (Q: Dec. 2024 )/( (Total Assets (Q: Jun. 2024 )+Total Assets (Q: Dec. 2024 ))/ count )
=-0.514/( (27.663+24.68)/ 2 )
=-0.514/26.1715
=-1.96 %

* 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. 2024) net income data. ROA % is displayed in the 30-year financial page.


Clime Investment Management  (ASX:CIW) 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. 2024 )
=Net Income/Total Assets
=-0.514/26.1715
=(Net Income / Revenue)*(Revenue / Total Assets)
=(-0.514 / 11.956)*(11.956 / 26.1715)
=Net Margin %*Asset Turnover
=-4.3 %*0.4568
=-1.96 %

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.

* 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.


Clime Investment Management ROA % 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.

Clime Investment Management Headlines

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