Artemis UK Future Leaders (CHIX:AFLL) ROA %: -2.83% (As of Jan. 2026)


CHIX:AFLL Artemis UK Future Leaders PLC CHIX:AFLL
30 GF Score
Price £3.99
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What is Artemis UK Future Leaders ROA %?

Artemis UK Future Leaders CHIX:AFLL 30 ROA % is -2.83% as of Jan. 2026. GuruFocus rates CHIX:AFLL with a GF Score™ of 30/100. The stock has 1 warning sign investors should review. Among 1,635 Asset Management companies, Artemis UK Future Leaders ranks worse than 76.51% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Artemis UK Future Leaders's annualized Net Income for the quarter that ended in Jan. 2026 was £-3.77 Mil. Artemis UK Future Leaders's average Total Assets over the quarter that ended in Jan. 2026 was £133.24 Mil. Therefore, Artemis UK Future Leaders's annualized ROA % for the quarter that ended in Jan. 2026 was -2.83%.

The historical rank and industry rank for Artemis UK Future Leaders's ROA % or its related term are showing as below:

CHIX:AFLl' s ROA % Range Over the Past 10 Years
Min: -19.08   Med: -0.93   Max: 25.83
Current: -0.31

During the past 13 years, Artemis UK Future Leaders's highest ROA % was 25.83%. The lowest was -19.08%. And the median was -0.93%.

CHIX:AFLl's ROA % is ranked worse than
76.51% of 1635 companies
in the Asset Management industry
Industry Median: 3.97 vs CHIX:AFLl: -0.31

Artemis UK Future Leaders  (CHIX:AFLl) 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: Jan. 2026 )
=Net Income/Total Assets
=-3.768/133.237
=(Net Income / Revenue)*(Revenue / Total Assets)
=(-3.768 / -2.832)*(-2.832 / 133.237)
=Net Margin %*Asset Turnover
=133.05 %*-0.0213
=-2.83 %

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


Artemis UK Future Leaders ROA % Related Terms


Artemis UK Future Leaders ROA % Historical Data

* Premium members only.

The historical data trend for Artemis UK Future Leaders'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.

Artemis UK Future Leaders ROA % Chart

Artemis UK Future Leaders Annual Data
Trend Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25 Jan26
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 17.36 -19.08 -4.22 -1.54 -0.31

Artemis UK Future Leaders Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
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 5.60 24.38 -28.82 2.03 -2.83

CHIX:AFLL vs BLK, BX, KKR: ROA % Comparison

For the Asset Management subindustry, Artemis UK Future Leaders'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.


Artemis UK Future Leaders ROA % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Artemis UK Future Leaders's ROA % distribution charts can be found below:

* The bar in red indicates where Artemis UK Future Leaders's ROA % falls into.


CHIX:AFLL
30GF Score
Artemis UK Future Leaders PLC CHIX:AFLL
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Artemis UK Future Leaders ROA % Calculation

Artemis UK Future Leaders's annualized ROA % for the fiscal year that ended in Jan. 2026 is calculated as:

ROA %=Net Income (A: Jan. 2026 )/( (Total Assets (A: Jan. 2025 )+Total Assets (A: Jan. 2026 ))/ count )
=-0.435/( (149.231+129.9)/ 2 )
=-0.435/139.5655
=-0.31 %

Artemis UK Future Leaders's annualized ROA % for the quarter that ended in Jan. 2026 is calculated as:

ROA %=Net Income (Q: Jan. 2026 )/( (Total Assets (Q: Jul. 2025 )+Total Assets (Q: Jan. 2026 ))/ count )
=-3.768/( (136.574+129.9)/ 2 )
=-3.768/133.237
=-2.83 %

* 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 (Jan. 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 -2.83% mean?
Artemis UK Future Leaders (CHIX:AFLL) has a ROA % of -2.83% as of Jan. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Artemis UK Future Leaders and its competitors. According to the industry distribution chart, Artemis UK Future Leaders ranks #1251 out of 1635 companies in the Asset Management industry, placing it in the top 76.5%.
Is Artemis UK Future Leaders' ROA % too high?
Artemis UK Future Leaders' current ROA % is -2.83%. Based on the distribution chart, Artemis UK Future Leaders ranks #1251 out of 1635 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Artemis UK Future Leaders has a GF Score™ of 30/100, reflecting its overall financial health beyond just this single metric.
How does Artemis UK Future Leaders' ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Artemis UK Future Leaders ranks #1251 out of 1635 companies for ROA %. This places Artemis UK Future Leaders in the lower half of its industry. The industry median ROA % is 3.97. 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. 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 Artemis UK Future Leaders 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. Artemis UK Future Leaders's current ROA % is -2.83%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Artemis UK Future Leaders stock overvalued right now?
Artemis UK Future Leaders (CHIX:AFLL) has a current ROA % of -2.83%. The current ROA % is -2.83%. Artemis UK Future Leaders' overall GF Score™ is 30/100 with 1 warning sign 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 Artemis UK Future Leaders (CHIX:AFLL), the current ROA % is -2.83% as of Jan. 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.

Artemis UK Future Leaders Business Description

Other Exchanges AFL:UK
Address 50 Bank Street, Canary Wharf, London, GBR, E14 5NT
Artemis UK Future Leaders PLC is an investment trust based in the United Kingdom. The company's investment objective is to achieve a long-term total return for shareholders by investment in a broad cross-section of small to medium-sized UK quoted companies. Its portfolio comprises shares traded on the London Stock Exchange and those traded on alternative investment market.
30GF Score

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