Lowell Resources FundASX:LRT -3.20%52 ROA % is 93.82% as of Dec. 2025, which is 4284% above its 10-year median of 2.14. GuruFocus rates ASX:LRT with a GF Score™ of 52/100 and a GF Value™ of A$11.53 (Possible Value Trap). The stock has 2 warning signs investors should review. Among 1,639 Asset Management companies, Lowell Resources Fund ranks better than 99.45% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Lowell Resources Fund's annualizedNet Income for the quarter that ended in Dec. 2025 was A$92.36 Mil.
Lowell Resources Fund's average Total Assets over the quarter that ended in Dec. 2025 was A$98.44 Mil. Therefore, Lowell Resources Fund's annualized ROA % for the quarter that ended in Dec. 2025 was 93.82%.
The historical rank and industry rank for Lowell Resources Fund's ROA % or its related term are showing as below:
ASX:LRT'
s ROA % Range Over the Past 10 Years
Min: -21.38 Med: 2.14 Max: 79.85
Current: 79.85
During the past 9 years, Lowell Resources Fund's highest ROA % was 79.85%. The lowest was -21.38%. And the median was 2.14%.
ASX:LRT's ROA % is ranked better than 99.45% of 1639
companies
in the Asset Management industry
Industry Median: 3.95
vs ASX:LRT: 79.85
Lowell Resources Fund (ASX:LRT) 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.
* 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, Lowell Resources Fund'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.
Lowell Resources Fund ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Lowell Resources Fund's ROA % distribution charts can be found below:
* The bar in red indicates where Lowell Resources Fund'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.
Lowell Resources Fund (ASX:LRT) has a ROA % of 93.82% 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 Lowell Resources Fund and its competitors. This is 4284% above median its historical median of 2.14. According to the industry distribution chart, Lowell Resources Fund ranks #9 out of 1639 companies in the Asset Management industry, placing it in the top 0.5%.
Is Lowell Resources Fund's ROA % too high?
Lowell Resources Fund's current ROA % of 93.82% is 4284% above median its 10-year median of 2.14. The Asset Management industry median ROA % is 3.95. Lowell Resources Fund's value of 93.82% is 2275.2% above this industry median. Based on the distribution chart, Lowell Resources Fund ranks #9 out of 1639 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Lowell Resources Fund has a GF Score™ of 52/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Lowell Resources Fund's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Lowell Resources Fund ranks #9 out of 1639 companies for ROA %. This places Lowell Resources Fund in the top 1% of its industry — outperforming the majority of peers. The industry median ROA % is 3.95. Lowell Resources Fund's value of 93.82% is 2275.2% above this benchmark. While the company's 10-year median is 2.14 vs. the industry median of 3.95, Lowell Resources Fund 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 3.95, 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. Lowell Resources Fund's current ROA % of 93.82% is 2275.2% 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 Lowell Resources Fund 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. Lowell Resources Fund's current ROA % is 93.82%, which is 4284% above median its own 10-year median of 2.14. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lowell Resources Fund stock overvalued right now?
Based on GuruFocus' analysis, Lowell Resources Fund (ASX:LRT) is currently considered Possible Value Trap. The stock's GF Value™ is A$11.53, compared to a current price of A$2.42 — trading 79% below its estimated fair value. The current ROA % is 93.82%, which is 4284% above median its 10-year median of 2.14 and 2275.2% above the Asset Management industry median of 3.95. Lowell Resources Fund's overall GF Score™ is 52/100 with 2 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 Lowell Resources Fund (ASX:LRT), the current ROA % is 93.82% 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 Lowell Resources Fund (ASX:LRT) Overvalued in 2026?
Based on GuruFocus' analysis, Lowell Resources Fund stock appears to be undervalued.
The current stock price of A$2.42 is trading 79% below its estimated GF Value™ of A$11.53.
GuruFocus considers Lowell Resources Fund to be Possible Value Trap.
Key valuation signals for ASX:LRT:
ROA %: 93.82% (4284% above median its 10-year median of 2.14)
GF Value™: A$11.53 vs. price of A$2.42 (79% below fair value)
Industry Position: 2275.2% above the Asset Management median (#9 of 1639)
No single metric tells the full story. See the ASX:LRT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Lowell Resources Fund is a unit trust that is focused on investing in shares and other financial products issued by resources companies listed on Australian and overseas stock exchanges. It is a specialist Managed Investment Fund that focuses its stock selection on junior resource companies that have achieved exploration success, have established a potentially commercial resource base, and are considered to have a good probability of building on that initial success and moving into production. The fund operates predominantly in Australia and is engaged solely in investment activities, deriving revenue from dividends and distribution income, interest income, and the sale of its investments.
52GF Score
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