Jackson Investments (BOM:538422) ROA %: 29.76% (As of Mar. 2026) — 19740% Above Median

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BOM:538422 Jackson Investments Ltd BOM:538422
33 GF Score
Price ₹0.40
GF Value ₹0.46
Valuation Modestly Undervalued
! 2 Warning Signs
View Full Analysis

What is Jackson Investments ROA %?

Jackson Investments BOM:538422 33 ROA % is 29.76% as of Mar. 2026, which is 19740% above its 10-year median of 0.15. GuruFocus rates BOM:538422 with a GF Score™ of 33/100 and a GF Value™ of ₹0.46 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 818 Capital Markets companies, Jackson Investments ranks better than 82.52% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Jackson Investments's annualized Net Income for the quarter that ended in Mar. 2026 was ₹85.74 Mil. Jackson Investments's average Total Assets over the quarter that ended in Mar. 2026 was ₹288.14 Mil. Therefore, Jackson Investments's annualized ROA % for the quarter that ended in Mar. 2026 was 29.76%.

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

BOM:538422' s ROA % Range Over the Past 10 Years
Min: -6.68   Med: 0.15   Max: 7.95
Current: 7.92

During the past 13 years, Jackson Investments's highest ROA % was 7.95%. The lowest was -6.68%. And the median was 0.15%.

BOM:538422's ROA % is ranked better than
82.52% of 818 companies
in the Capital Markets industry
Industry Median: 1.525 vs BOM:538422: 7.92

Jackson Investments  (BOM:538422) 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: Mar. 2026 )
=Net Income/Total Assets
=85.74/288.144
=(Net Income / Revenue)*(Revenue / Total Assets)
=(85.74 / 4.948)*(4.948 / 288.144)
=Net Margin %*Asset Turnover
=1732.82 %*0.0172
=29.76 %

Note: The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 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.


Jackson Investments ROA % Related Terms


Jackson Investments ROA % Historical Data

* Premium members only.

The historical data trend for Jackson 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.

Jackson Investments ROA % Chart

Jackson Investments Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.63 0.95 -6.68 -3.06 7.95

Jackson Investments Quarterly Data
Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Mar26
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 0.73 -14.21 0.55 1.03 29.76

BOM:538422 vs MS, GS, SCHW: ROA % Comparison

For the Capital Markets subindustry, Jackson 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.


Jackson Investments ROA % vs Capital Markets Industry

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

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


BOM:538422
33GF Score
Jackson Investments Ltd BOM:538422
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Jackson Investments ROA % Calculation

Jackson Investments's annualized ROA % for the fiscal year that ended in Mar. 2026 is calculated as:

ROA %=Net Income (A: Mar. 2026 )/( (Total Assets (A: Mar. 2025 )+Total Assets (A: Mar. 2026 ))/ count )
=22.885/( (277.159+298.681)/ 2 )
=22.885/287.92
=7.95 %

Jackson Investments's annualized ROA % for the quarter that ended in Mar. 2026 is calculated as:

ROA %=Net Income (Q: Mar. 2026 )/( (Total Assets (Q: Sep. 2025 )+Total Assets (Q: Mar. 2026 ))/ count )
=85.74/( (277.607+298.681)/ 2 )
=85.74/288.144
=29.76 %

* 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 four times the quarterly (Mar. 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 29.76% mean?
Jackson Investments (BOM:538422) has a ROA % of 29.76% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Jackson Investments and its competitors. This is 19740% above median its historical median of 0.15. According to the industry distribution chart, Jackson Investments ranks #143 out of 818 companies in the Capital Markets industry, placing it in the top 17.5%.
Is Jackson Investments' ROA % too high?
Jackson Investments' current ROA % of 29.76% is 19740% above median its 10-year median of 0.15. The Capital Markets industry median ROA % is 1.53. Jackson Investments' value of 29.76% is 1851.5% above this industry median. Based on the distribution chart, Jackson Investments ranks #143 out of 818 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Jackson Investments has a GF Score™ of 33/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Jackson Investments' ROA % compare to MS and GS?
According to the Capital Markets industry distribution chart, Jackson Investments ranks #143 out of 818 companies for ROA %. This places Jackson Investments in the top 18% of its industry — outperforming the majority of peers. The industry median ROA % is 1.53. Jackson Investments' value of 29.76% is 1851.5% above this benchmark. While the company's 10-year median is 0.15 vs. the industry median of 1.53, Jackson Investments 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 a Capital Markets company?
The median ROA % among Capital Markets companies is 1.53, based on 818 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. Jackson Investments's current ROA % of 29.76% is 1851.5% 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 Jackson Investments and its competitors. For the Capital Markets industry, the median ROA % is 1.53 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jackson Investments's current ROA % is 29.76%, which is 19740% above median its own 10-year median of 0.15. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jackson Investments stock overvalued right now?
Based on GuruFocus' analysis, Jackson Investments (BOM:538422) is currently considered Modestly Undervalued. The stock's GF Value™ is ₹0.46, compared to a current price of ₹0.40 — trading 13% below its estimated fair value. The current ROA % is 29.76%, which is 19740% above median its 10-year median of 0.15 and 1851.5% above the Capital Markets industry median of 1.53. Jackson Investments' overall GF Score™ is 33/100 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 Jackson Investments (BOM:538422), the current ROA % is 29.76% as of Mar. 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 Jackson Investments (BOM:538422) Overvalued in 2026?

Based on GuruFocus' analysis, Jackson Investments stock appears to be undervalued. The current stock price of ₹0.40 is trading 13% below its estimated GF Value™ of ₹0.46. GuruFocus considers Jackson Investments to be Modestly Undervalued.

Key valuation signals for BOM:538422:

  • ROA %: 29.76% (19740% above median its 10-year median of 0.15)
  • GF Value™: ₹0.46 vs. price of ₹0.40 (13% below fair value)
  • GF Score™: 33/100 with 2 warning signs
  • Industry Position: 1851.5% above the Capital Markets median (#143 of 818)

No single metric tells the full story. See the BOM:538422 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Jackson Investments Business Description

Address 7A, Bentinck Street, 3rd Floor, Room No. 310A, Kolkata, WB, IND, 700 001
Jackson Investments Ltd is an India-based company engaged in the business of Investments in Capital Market. The Company also does financing activities and provides finance to both Corporate and HNI categories of Clients. The company is engaged in the single business of trading in shares and securities.
33GF Score

Get the complete analysis for BOM:538422

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

₹0.40
Price
₹0.46
GF Value