What is John Hancock Financial Opportunities Fund ROA %?
John Hancock Financial Opportunities FundBTO +1.02%31 ROA % is 16.82% as of Dec. 2025, which is 103% above its 10-year median of 8.30. GuruFocus rates BTO with a GF Score™ of 31/100. The stock has 7 warning signs investors should review. Among 1,639 Asset Management companies, John Hancock Financial Opportunities Fund ranks better than 69.19% on this metric.
BTO's ROA % is ranked better than 69.19% of 1639
companies
in the Asset Management industry
Industry Median: 3.95
vs BTO: 8.48
John Hancock Financial Opportunities Fund (NYSE:BTO) 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.
John Hancock Financial Opportunities Fund ROA % Related Terms
John Hancock Financial Opportunities Fund ROA % Historical 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.
John Hancock Financial Opportunities Fund ROA % Chart
John Hancock Financial Opportunities Fund Annual Data
For the Asset Management subindustry, John Hancock Financial Opportunities 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.
John Hancock Financial Opportunities Fund ROA % vs Asset Management Industry
* 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.
John Hancock Financial Opportunities Fund (BTO) has a ROA % of 16.82% 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 John Hancock Financial Opportunities Fund and its competitors. This is 103% above median its historical median of 8.30. According to the industry distribution chart, John Hancock Financial Opportunities Fund ranks #505 out of 1639 companies in the Asset Management industry, placing it in the top 30.8%.
Is John Hancock Financial Opportunities Fund's ROA % too high?
John Hancock Financial Opportunities Fund's current ROA % of 16.82% is 103% above median its 10-year median of 8.30. The Asset Management industry median ROA % is 3.95. John Hancock Financial Opportunities Fund's value of 16.82% is 325.8% above this industry median. Based on the distribution chart, John Hancock Financial Opportunities Fund ranks #505 out of 1639 companies in the Asset Management industry, which is above the industry midpoint. Overall, John Hancock Financial Opportunities Fund has a GF Score™ of 31/100, reflecting its overall financial health beyond just this single metric.
How does John Hancock Financial Opportunities Fund's ROA % compare to CCD and MYI?
According to the Asset Management industry distribution chart, John Hancock Financial Opportunities Fund ranks #505 out of 1639 companies for ROA %. This puts John Hancock Financial Opportunities Fund in the upper half of its industry. The industry median ROA % is 3.95. John Hancock Financial Opportunities Fund's value of 16.82% is 325.8% above this benchmark. While the company's 10-year median is 8.30 vs. the industry median of 3.95, John Hancock Financial Opportunities 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. John Hancock Financial Opportunities Fund's current ROA % of 16.82% is 325.8% 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 John Hancock Financial Opportunities 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. John Hancock Financial Opportunities Fund's current ROA % is 16.82%, which is 103% above median its own 10-year median of 8.30. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is John Hancock Financial Opportunities Fund stock overvalued right now?
John Hancock Financial Opportunities Fund (BTO) has a current ROA % of 16.82%. The current ROA % is 16.82%, which is 103% above median its 10-year median of 8.30 and 325.8% above the Asset Management industry median of 3.95. John Hancock Financial Opportunities Fund's overall GF Score™ is 31/100 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 John Hancock Financial Opportunities Fund (BTO), the current ROA % is 16.82% 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.
John Hancock Financial Opportunities Fund Business Description
John Hancock Financial Opportunities Fund is a United States-based closed-end, diversified management investment company. Its investment objective is to provide a high level of total return consisting of long-term capital appreciation and current income. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of U.S. and foreign financial services companies of any size. These companies may include, but are not limited to, banks, thrifts, finance and financial technology companies, brokerage and advisory firms, real estate-related firms, insurance companies, and financial holding companies.
31GF Score
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