Platoome Maximiser (ASX:PL8) ROA %: 6.55% (As of Dec. 2025) — 27% Below Median


ASX:PL8 Plato Income Maximiser Ltd ASX:PL8
62 GF Score
Price A$1.38
GF Value A$1.32
Valuation Fairly Valued
! 3 Warning Signs
View Full Analysis

What is Platoome Maximiser ROA %?

Platoome Maximiser ASX:PL8 +0.73% 62 ROA % is 6.55% as of Dec. 2025, which is 27% below its 10-year median of 8.94. GuruFocus rates ASX:PL8 with a GF Score™ of 62/100 and a GF Value™ of A$1.32 (Fairly Valued). The stock has 3 warning signs investors should review. Among 1,635 Asset Management companies, Platoome Maximiser ranks better than 68.87% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Platoome Maximiser's annualized Net Income for the quarter that ended in Dec. 2025 was A$56.88 Mil. Platoome Maximiser's average Total Assets over the quarter that ended in Dec. 2025 was A$868.10 Mil. Therefore, Platoome Maximiser's annualized ROA % for the quarter that ended in Dec. 2025 was 6.55%.

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

ASX:PL8' s ROA % Range Over the Past 10 Years
Min: -2.41   Med: 8.94   Max: 15.85
Current: 8.43

During the past 8 years, Platoome Maximiser's highest ROA % was 15.85%. The lowest was -2.41%. And the median was 8.94%.

ASX:PL8's ROA % is ranked better than
68.87% of 1635 companies
in the Asset Management industry
Industry Median: 3.97 vs ASX:PL8: 8.43

Platoome Maximiser  (ASX:PL8) 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
=56.88/868.102
=(Net Income / Revenue)*(Revenue / Total Assets)
=(56.88 / 68.67)*(68.67 / 868.102)
=Net Margin %*Asset Turnover
=82.83 %*0.0791
=6.55 %

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.


Platoome Maximiser ROA % Related Terms


Platoome Maximiser ROA % Historical Data

* Premium members only.

The historical data trend for Platoome Maximiser'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.

Platoome Maximiser ROA % Chart

Platoome Maximiser Annual Data
Trend Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROA %
Get a 7-Day Free Trial 15.85 -2.41 9.11 8.76 9.90

Platoome Maximiser Semi-Annual Data
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 10.53 6.41 9.56 10.30 6.55

ASX:PL8 vs BLK, BX, KKR: ROA % Comparison

For the Asset Management subindustry, Platoome Maximiser'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.


Platoome Maximiser ROA % vs Asset Management Industry

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

* The bar in red indicates where Platoome Maximiser's ROA % falls into.


ASX:PL8
62GF Score
Plato Income Maximiser Ltd ASX:PL8
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Platoome Maximiser ROA % Calculation

Platoome Maximiser'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 )
=83.577/( (823.029+865.832)/ 2 )
=83.577/844.4305
=9.90 %

Platoome Maximiser'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 )
=56.88/( (865.832+870.372)/ 2 )
=56.88/868.102
=6.55 %

* 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 6.55% mean?
Platoome Maximiser (ASX:PL8) has a ROA % of 6.55% 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 Platoome Maximiser and its competitors. This is 27% below median its historical median of 8.94. According to the industry distribution chart, Platoome Maximiser ranks #509 out of 1635 companies in the Asset Management industry, placing it in the top 31.1%.
Is Platoome Maximiser's ROA % too high?
Platoome Maximiser's current ROA % of 6.55% is 27% below median its 10-year median of 8.94. The Asset Management industry median ROA % is 3.97. Platoome Maximiser's value of 6.55% is 65% above this industry median. Based on the distribution chart, Platoome Maximiser ranks #509 out of 1635 companies in the Asset Management industry, which is above the industry midpoint. Overall, Platoome Maximiser has a GF Score™ of 62/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Platoome Maximiser's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Platoome Maximiser ranks #509 out of 1635 companies for ROA %. This puts Platoome Maximiser in the upper half of its industry. The industry median ROA % is 3.97. Platoome Maximiser's value of 6.55% is 65% above this benchmark. While the company's 10-year median is 8.94 vs. the industry median of 3.97, Platoome Maximiser 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. Platoome Maximiser's current ROA % of 6.55% is 65% 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 Platoome Maximiser 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. Platoome Maximiser's current ROA % is 6.55%, which is 27% below median its own 10-year median of 8.94. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Platoome Maximiser stock overvalued right now?
Based on GuruFocus' analysis, Platoome Maximiser (ASX:PL8) is currently considered Fairly Valued. The stock's GF Value™ is A$1.32, compared to a current price of A$1.38 — trading 4.2% above its estimated fair value. The current ROA % is 6.55%, which is 27% below median its 10-year median of 8.94 and 65% above the Asset Management industry median of 3.97. Platoome Maximiser's overall GF Score™ is 62/100 with 3 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 Platoome Maximiser (ASX:PL8), the current ROA % is 6.55% 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 Platoome Maximiser (ASX:PL8) Overvalued in 2026?

Based on GuruFocus' analysis, Platoome Maximiser stock appears to be overvalued. The current stock price of A$1.38 is trading 4.2% above its estimated GF Value™ of A$1.32. GuruFocus considers Platoome Maximiser to be Fairly Valued.

Key valuation signals for ASX:PL8:

  • ROA %: 6.55% (27% below median its 10-year median of 8.94)
  • GF Value™: A$1.32 vs. price of A$1.38 (4.2% above fair value)
  • GF Score™: 62/100 with 3 warning signs
  • Industry Position: 65% above the Asset Management median (#509 of 1635)

No single metric tells the full story. See the ASX:PL8 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Platoome Maximiser Business Description

Address 264 George Street, Level 25, Sydney, NSW, AUS, 2000
Plato Income Maximiser Ltd is an asset management company. The investment objectives of the company are to generate annual income that exceeds the gross income of the Benchmark and to outperform the Benchmark in total return terms including franking credits over each full investment cycle. All of the company's activities are located in one geographical segment being Australia.
62GF Score

Get the complete analysis for ASX:PL8

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

A$1.38
Price
A$1.32
GF Value