ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. European Opportunities Trust's annualizedNet Income for the quarter that ended in Nov. 2025 was £-4.69 Mil.
European Opportunities Trust's average Total Assets over the quarter that ended in Nov. 2025 was £596.07 Mil. Therefore, European Opportunities Trust's annualized ROA % for the quarter that ended in Nov. 2025 was -0.79%.
The historical rank and industry rank for European Opportunities Trust's ROA % or its related term are showing as below:
CHIX:EOTl'
s ROA % Range Over the Past 10 Years
Min: -4.01 Med: 2.69 Max: 22.93
Current: 4.29
During the past 13 years, European Opportunities Trust's highest ROA % was 22.93%. The lowest was -4.01%. And the median was 2.69%.
CHIX:EOTl's ROA % is ranked better than 51.53% of 1632
companies
in the Asset Management industry
Industry Median: 3.99
vs CHIX:EOTl: 4.29
European Opportunities Trust (CHIX:EOTl) 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 (Nov. 2025) net income data. The Revenue data used here is two times the semi-annual (Nov. 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.
European Opportunities Trust ROA % Related Terms
European Opportunities Trust 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.
For the Asset Management subindustry, European Opportunities Trust'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.
European Opportunities Trust ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, European Opportunities Trust's ROA % distribution charts can be found below:
* The bar in red indicates where European Opportunities Trust's ROA % falls into.
* 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 (Nov. 2025) net income data.
ROA % is displayed in the 30-year financial page.
European Opportunities Trust (CHIX:EOTL) has a ROA % of -0.79% as of Nov. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on European Opportunities Trust and its competitors. According to the industry distribution chart, European Opportunities Trust ranks #791 out of 1632 companies in the Asset Management industry, placing it in the top 48.5%.
Is European Opportunities Trust's ROA % too high?
European Opportunities Trust's current ROA % is -0.79%. Based on the distribution chart, European Opportunities Trust ranks #791 out of 1632 companies in the Asset Management industry, which is above the industry midpoint. Overall, European Opportunities Trust has a GF Score™ of 48/100, reflecting its overall financial health beyond just this single metric.
How does European Opportunities Trust's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, European Opportunities Trust ranks #791 out of 1632 companies for ROA %. This puts European Opportunities Trust in the upper half of its industry. The industry median ROA % is 3.99. 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 3.99, based on 1,632 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 European Opportunities Trust and its competitors. For the Asset Management industry, the median ROA % is 3.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. European Opportunities Trust's current ROA % is -0.79%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is European Opportunities Trust stock overvalued right now?
European Opportunities Trust (CHIX:EOTL) has a current ROA % of -0.79%. The stock's GF Value™ is £43.51, compared to a current price of £8.01 — trading 81.6% below its estimated fair value. The current ROA % is -0.79%. European Opportunities Trust's overall GF Score™ is 48/100 with 5 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 European Opportunities Trust (CHIX:EOTL), the current ROA % is -0.79% as of Nov. 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 European Opportunities Trust (CHIX:EOTL) Overvalued in 2026?
Based on GuruFocus' analysis, European Opportunities Trust stock appears to be undervalued.
The current stock price of £8.01 is trading 81.6% below its estimated GF Value™ of £43.51.
Key valuation signals for CHIX:EOTL:
ROA %: -0.79%
GF Value™: £43.51 vs. price of £8.01 (81.6% below fair value)
No single metric tells the full story. See the CHIX:EOTL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
European Opportunities Trust PLC is an investment trust company that principally is active in portfolio investment. The objective of the Company is to invest in securities of European companies and in sectors or geographical areas which are considered by the Investment Manager to offer good prospects for capital growth, considering economic trends and business development. It invests in securities of various sectors, including Basic Materials, IT, Industrials, Energy, Health Care, Financials, Communication Services in Denmark, France, Germany, the UK, Spain, and others.
48GF Score
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ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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