JPMorgan Asia Growth &omeCHIX:JAGIL 45 ROA % is 13.69% as of Mar. 2026, which is 33% above its 10-year median of 10.26. GuruFocus rates CHIX:JAGIL with a GF Score™ of 45/100 and a GF Value™ of £9.32. The stock has 5 warning signs investors should review. Among 1,632 Asset Management companies, JPMorgan Asia Growth &ome ranks better than 93.14% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. JPMorgan Asia Growth &ome's annualizedNet Income for the quarter that ended in Mar. 2026 was £45.45 Mil.
JPMorgan Asia Growth &ome's average Total Assets over the quarter that ended in Mar. 2026 was £331.91 Mil. Therefore, JPMorgan Asia Growth &ome's annualized ROA % for the quarter that ended in Mar. 2026 was 13.69%.
The historical rank and industry rank for JPMorgan Asia Growth &ome's ROA % or its related term are showing as below:
CHIX:JAGIl'
s ROA % Range Over the Past 10 Years
Min: -17.56 Med: 10.26 Max: 32.37
Current: 24.79
During the past 13 years, JPMorgan Asia Growth &ome's highest ROA % was 32.37%. The lowest was -17.56%. And the median was 10.26%.
CHIX:JAGIl's ROA % is ranked better than 93.14% of 1632
companies
in the Asset Management industry
Industry Median: 3.99
vs CHIX:JAGIl: 24.79
JPMorgan Asia Growth &ome (CHIX:JAGIl) 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 (Mar. 2026) net income data. The Revenue data used here is two times the semi-annual (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.
* 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, JPMorgan Asia Growth &ome'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.
JPMorgan Asia Growth &ome ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPMorgan Asia Growth &ome's ROA % distribution charts can be found below:
* The bar in red indicates where JPMorgan Asia Growth &ome'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 (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
JPMorgan Asia Growth &ome (CHIX:JAGIL) has a ROA % of 13.69% 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 JPMorgan Asia Growth &ome and its competitors. This is 33% above median its historical median of 10.26. According to the industry distribution chart, JPMorgan Asia Growth &ome ranks #112 out of 1632 companies in the Asset Management industry, placing it in the top 6.9%.
Is JPMorgan Asia Growth &ome's ROA % too high?
JPMorgan Asia Growth &ome's current ROA % of 13.69% is 33% above median its 10-year median of 10.26. The Asset Management industry median ROA % is 3.99. JPMorgan Asia Growth &ome's value of 13.69% is 243.1% above this industry median. Based on the distribution chart, JPMorgan Asia Growth &ome ranks #112 out of 1632 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, JPMorgan Asia Growth &ome has a GF Score™ of 45/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan Asia Growth &ome's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan Asia Growth &ome ranks #112 out of 1632 companies for ROA %. This places JPMorgan Asia Growth &ome in the top 7% of its industry — outperforming the majority of peers. The industry median ROA % is 3.99. JPMorgan Asia Growth &ome's value of 13.69% is 243.1% above this benchmark. While the company's 10-year median is 10.26 vs. the industry median of 3.99, JPMorgan Asia Growth &ome 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 3.99, 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. JPMorgan Asia Growth &ome's current ROA % of 13.69% is 243.1% 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 JPMorgan Asia Growth &ome 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. JPMorgan Asia Growth &ome's current ROA % is 13.69%, which is 33% above median its own 10-year median of 10.26. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan Asia Growth &ome stock overvalued right now?
JPMorgan Asia Growth &ome (CHIX:JAGIL) has a current ROA % of 13.69%. The stock's GF Value™ is £9.32, compared to a current price of £3.71 — trading 60.2% below its estimated fair value. The current ROA % is 13.69%, which is 33% above median its 10-year median of 10.26 and 243.1% above the Asset Management industry median of 3.99. JPMorgan Asia Growth &ome's overall GF Score™ is 45/100 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 JPMorgan Asia Growth &ome (CHIX:JAGIL), the current ROA % is 13.69% 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 JPMorgan Asia Growth &ome (CHIX:JAGIL) Overvalued in 2026?
Based on GuruFocus' analysis, JPMorgan Asia Growth &ome stock appears to be undervalued.
The current stock price of £3.71 is trading 60.2% below its estimated GF Value™ of £9.32.
Key valuation signals for CHIX:JAGIL:
ROA %: 13.69% (33% above median its 10-year median of 10.26)
GF Value™: £9.32 vs. price of £3.71 (60.2% below fair value)
Industry Position: 243.1% above the Asset Management median (#112 of 1632)
No single metric tells the full story. See the CHIX:JAGIL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
JPMorgan Asia Growth & Income PLC is an investment trust and public limited company with closed-ended investment funds listed on the London Stock Exchange. The company aims to provide total return from investing in equities quoted on the stock markets of Asia, excluding Japan. It has a diversified portfolio of Asian stocks comprising around 50 to 80 investments. The company invests in a portfolio of Asian stocks with an emphasis on capital growth rather than income. Investment risks are managed by diversifying investments.
45GF Score
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