Sequoia Financial Group (ASX:SEQ) ROA %: -0.71% (As of Dec. 2025)


ASX:SEQ Sequoia Financial Group Ltd ASX:SEQ
44 GF Score
Price A$0.11
GF Value A$0.46
Valuation Significantly Undervalued
! 7 Warning Signs
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What is Sequoia Financial Group ROA %?

Sequoia Financial Group ASX:SEQ 44 ROA % is -0.71% as of Dec. 2025. GuruFocus rates ASX:SEQ with a GF Score™ of 44/100 and a GF Value™ of A$0.46 (Significantly Undervalued). The stock has 7 warning signs investors should review. Among 565 Diversified Financial Services companies, Sequoia Financial Group ranks worse than 62.65% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Sequoia Financial Group's annualized Net Income for the quarter that ended in Dec. 2025 was A$-0.5 Mil. Sequoia Financial Group's average Total Assets over the quarter that ended in Dec. 2025 was A$69.9 Mil. Therefore, Sequoia Financial Group's annualized ROA % for the quarter that ended in Dec. 2025 was -0.71%.

The historical rank and industry rank for Sequoia Financial Group's ROA % or its related term are showing as below:

ASX:SEQ' s ROA % Range Over the Past 10 Years
Min: -1.94   Med: 2.25   Max: 22.31
Current: -0.87

During the past 13 years, Sequoia Financial Group's highest ROA % was 22.31%. The lowest was -1.94%. And the median was 2.25%.

ASX:SEQ's ROA % is ranked worse than
62.65% of 565 companies
in the Diversified Financial Services industry
Industry Median: 0.9 vs ASX:SEQ: -0.87

Sequoia Financial Group  (ASX:SEQ) 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
=-0.498/69.9285
=(Net Income / Revenue)*(Revenue / Total Assets)
=(-0.498 / 112.28)*(112.28 / 69.9285)
=Net Margin %*Asset Turnover
=-0.44 %*1.6056
=-0.71 %

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.


Sequoia Financial Group ROA % Related Terms


Sequoia Financial Group ROA % Historical Data

* Premium members only.

The historical data trend for Sequoia Financial Group'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.

Sequoia Financial Group ROA % Chart

Sequoia Financial Group 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 4.55 4.11 -1.94 22.31 4.23

Sequoia Financial Group 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 50.12 -9.30 9.28 -1.01 -0.71

ASX:SEQ vs FRHC, VOYA: ROA % Comparison

For the Financial Conglomerates subindustry, Sequoia Financial Group'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.


Sequoia Financial Group ROA % vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, Sequoia Financial Group's ROA % distribution charts can be found below:

* The bar in red indicates where Sequoia Financial Group's ROA % falls into.


ASX:SEQ
44GF Score
Sequoia Financial Group Ltd ASX:SEQ
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Sequoia Financial Group ROA % Calculation

Sequoia Financial Group'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 )
=3.227/( (79.389+73.04)/ 2 )
=3.227/76.2145
=4.23 %

Sequoia Financial Group'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 )
=-0.498/( (73.04+66.817)/ 2 )
=-0.498/69.9285
=-0.71 %

* 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 -0.71% mean?
Sequoia Financial Group (ASX:SEQ) has a ROA % of -0.71% 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 Sequoia Financial Group and its competitors. According to the industry distribution chart, Sequoia Financial Group ranks #354 out of 565 companies in the Diversified Financial Services industry, placing it in the top 62.7%.
Is Sequoia Financial Group's ROA % too high?
Sequoia Financial Group's current ROA % is -0.71%. Based on the distribution chart, Sequoia Financial Group ranks #354 out of 565 companies in the Diversified Financial Services industry, which is below the industry midpoint. Overall, Sequoia Financial Group has a GF Score™ of 44/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Sequoia Financial Group's ROA % compare to FRHC and VOYA?
According to the Diversified Financial Services industry distribution chart, Sequoia Financial Group ranks #354 out of 565 companies for ROA %. This places Sequoia Financial Group in the lower half of its industry. The industry median ROA % is 0.90. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for a Diversified Financial Services company?
The median ROA % among Diversified Financial Services companies is 0.90, based on 565 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 Sequoia Financial Group and its competitors. For the Diversified Financial Services industry, the median ROA % is 0.90 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sequoia Financial Group's current ROA % is -0.71%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sequoia Financial Group stock overvalued right now?
Based on GuruFocus' analysis, Sequoia Financial Group (ASX:SEQ) is currently considered Significantly Undervalued. The stock's GF Value™ is A$0.46, compared to a current price of A$0.11 — trading 76.1% below its estimated fair value. The current ROA % is -0.71%. Sequoia Financial Group's overall GF Score™ is 44/100 with 7 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 Sequoia Financial Group (ASX:SEQ), the current ROA % is -0.71% 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 Sequoia Financial Group (ASX:SEQ) Overvalued in 2026?

Based on GuruFocus' analysis, Sequoia Financial Group stock appears to be undervalued. The current stock price of A$0.11 is trading 76.1% below its estimated GF Value™ of A$0.46. GuruFocus considers Sequoia Financial Group to be Significantly Undervalued.

Key valuation signals for ASX:SEQ:

  • ROA %: -0.71%
  • GF Value™: A$0.46 vs. price of A$0.11 (76.1% below fair value)
  • GF Score™: 44/100 with 7 warning signs

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


Sequoia Financial Group Business Description

Address 555 Collins Street, Suite 1, Level 20, Melbourne, VIC, AUS, 3000
Sequoia Financial Group Ltd is a financial services company operating in Australia. Its segments include Licensee and Adviser Services, providing licensee services, financial planning, advice to investors, and corporate support such as equity capital markets, M&A advice, and investor relations. The Legal and Administration Services segment supports accountancy firms, dealer groups, financial planning, law firms, and trustees. The company offers licensing, business support, advice and coaching, compliance, education, legal document services, portfolio management, bespoke investments, and related services. All revenue is generated within Australia.
44GF Score

Get the complete analysis for ASX:SEQ

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

A$0.11
Price
A$0.46
GF Value