MFF Capital Investments (ASX:MFF) ROA %: -3.28% (As of Jun. 2026)

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ASX:MFF MFF Capital Investments Ltd ASX:MFF
43 GF Score
Price A$5.33
GF Value A$1.51
Valuation Significantly Overvalued
! 5 Warning Signs
View Full Analysis

What is MFF Capital Investments ROA %?

MFF Capital Investments ASX:MFF +0.95% 43 ROA % is -3.28% as of Jun. 2026. GuruFocus rates ASX:MFF with a GF Score™ of 43/100 and a GF Value™ of A$1.51 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 1,633 Asset Management companies, MFF Capital Investments ranks better than 53.52% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. MFF Capital Investments's annualized Net Income for the quarter that ended in Jun. 2026 was A$-100.3 Mil. MFF Capital Investments's average Total Assets over the quarter that ended in Jun. 2026 was A$3,053.1 Mil. Therefore, MFF Capital Investments's annualized ROA % for the quarter that ended in Jun. 2026 was -3.28%.

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

ASX:MFF' s ROA % Range Over the Past 10 Years
Min: -8.53   Med: 13.79   Max: 17.98
Current: 5.29

During the past 13 years, MFF Capital Investments's highest ROA % was 17.98%. The lowest was -8.53%. And the median was 13.79%.

ASX:MFF's ROA % is ranked better than
53.52% of 1633 companies
in the Asset Management industry
Industry Median: 4.5 vs ASX:MFF: 5.29

MFF Capital Investments  (ASX:MFF) 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: Jun. 2026 )
=Net Income/Total Assets
=-100.254/3053.121
=(Net Income / Revenue)*(Revenue / Total Assets)
=(-100.254 / -125.388)*(-125.388 / 3053.121)
=Net Margin %*Asset Turnover
=79.96 %*-0.0411
=-3.28 %

Note: The Net Income data used here is two times the semi-annual (Jun. 2026) net income data. The Revenue data used here is two times the semi-annual (Jun. 2026) 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.


MFF Capital Investments ROA % Related Terms


MFF Capital Investments ROA % Historical Data

* Premium members only.

The historical data trend for MFF Capital Investments'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.

MFF Capital Investments ROA % Chart

MFF Capital Investments Annual Data
Trend Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25 Jun26
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -8.53 14.92 17.98 15.43 5.38

MFF Capital Investments Semi-Annual Data
Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25 Jun26
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 23.59 27.12 3.41 13.79 -3.28

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

For the Asset Management subindustry, MFF Capital Investments'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.


MFF Capital Investments ROA % vs Asset Management Industry

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

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


ASX:MFF
43GF Score
MFF Capital Investments Ltd ASX:MFF
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

MFF Capital Investments ROA % Calculation

MFF Capital Investments's annualized ROA % for the fiscal year that ended in Jun. 2026 is calculated as:

ROA %=Net Income (A: Jun. 2026 )/( (Total Assets (A: Jun. 2025 )+Total Assets (A: Jun. 2026 ))/ count )
=159.59/( (2952.719+2976.972)/ 2 )
=159.59/2964.8455
=5.38 %

MFF Capital Investments's annualized ROA % for the quarter that ended in Jun. 2026 is calculated as:

ROA %=Net Income (Q: Jun. 2026 )/( (Total Assets (Q: Dec. 2025 )+Total Assets (Q: Jun. 2026 ))/ count )
=-100.254/( (3129.27+2976.972)/ 2 )
=-100.254/3053.121
=-3.28 %

* 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 (Jun. 2026) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of -3.28% mean?
MFF Capital Investments (ASX:MFF) has a ROA % of -3.28% as of Jun. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on MFF Capital Investments and its competitors. According to the industry distribution chart, MFF Capital Investments ranks #759 out of 1633 companies in the Asset Management industry, placing it in the top 46.5%.
Is MFF Capital Investments' ROA % too high?
MFF Capital Investments' current ROA % is -3.28%. Based on the distribution chart, MFF Capital Investments ranks #759 out of 1633 companies in the Asset Management industry, which is above the industry midpoint. Overall, MFF Capital Investments has a GF Score™ of 43/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does MFF Capital Investments' ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, MFF Capital Investments ranks #759 out of 1633 companies for ROA %. This puts MFF Capital Investments in the upper half of its industry. The industry median ROA % is 4.50. 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 4.50, based on 1,633 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. 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 MFF Capital Investments and its competitors. For the Asset Management industry, the median ROA % is 4.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MFF Capital Investments's current ROA % is -3.28%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MFF Capital Investments stock overvalued right now?
Based on GuruFocus' analysis, MFF Capital Investments (ASX:MFF) is currently considered Significantly Overvalued. The stock's GF Value™ is A$1.51, compared to a current price of A$5.33 — trading 253% above its estimated fair value. The current ROA % is -3.28%. MFF Capital Investments' overall GF Score™ is 43/100 with 5 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 MFF Capital Investments (ASX:MFF), the current ROA % is -3.28% as of Jun. 2026. 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 MFF Capital Investments (ASX:MFF) Overvalued in 2026?

Based on GuruFocus' analysis, MFF Capital Investments stock appears to be overvalued. The current stock price of A$5.33 is trading 253% above its estimated GF Value™ of A$1.51. GuruFocus considers MFF Capital Investments to be Significantly Overvalued.

Key valuation signals for ASX:MFF:

  • ROA %: -3.28%
  • GF Value™: A$1.51 vs. price of A$5.33 (253% above fair value)
  • GF Score™: 43/100 with 5 warning signs

No single metric tells the full story. See the ASX:MFF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


MFF Capital Investments Business Description

Address 25 Martin Place, Level 36, Sydney, NSW, AUS, 2000
MFF Capital Investments Ltd is an asset management company. The company invests in a minimum of twenty exchange-listed international and Australian companies. The company's investments are managed on a single portfolio basis, and in one business segment being equity investment, and in one geographic segment, Australia. The investment objective of the firm is to maximize compound risk-adjusted after-tax returns for shareholders by identifying and investing in a minimum of 20 stock exchange listed international and Australian companies with a focus upon those assessed to have attractive business characteristics at a discount to their assessed intrinsic values.
43GF Score

Get the complete analysis for ASX:MFF

ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$5.33
Price
A$1.51
GF Value