Mid Wynd International Inv Trust (CHIX:MWYL) ROA %: 7.50% (As of Dec. 2025) — 35% Below Median


CHIX:MWYL Mid Wynd International Inv Trust PLC CHIX:MWYL
38 GF Score
Price £7.92
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What is Mid Wynd International Inv Trust ROA %?

Mid Wynd International Inv Trust CHIX:MWYL 38 ROA % is 7.50% as of Dec. 2025, which is 35% below its 10-year median of 11.49. GuruFocus rates CHIX:MWYL with a GF Score™ of 38/100. The stock has 1 warning sign investors should review. Among 1,632 Asset Management companies, Mid Wynd International Inv Trust ranks worse than 81.74% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Mid Wynd International Inv Trust's annualized Net Income for the quarter that ended in Dec. 2025 was £21.29 Mil. Mid Wynd International Inv Trust's average Total Assets over the quarter that ended in Dec. 2025 was £283.76 Mil. Therefore, Mid Wynd International Inv Trust's annualized ROA % for the quarter that ended in Dec. 2025 was 7.50%.

The historical rank and industry rank for Mid Wynd International Inv Trust's ROA % or its related term are showing as below:

CHIX:MWYl' s ROA % Range Over the Past 10 Years
Min: -8.42   Med: 11.49   Max: 20.78
Current: -3.65

During the past 13 years, Mid Wynd International Inv Trust's highest ROA % was 20.78%. The lowest was -8.42%. And the median was 11.49%.

CHIX:MWYl's ROA % is ranked worse than
81.74% of 1632 companies
in the Asset Management industry
Industry Median: 3.99 vs CHIX:MWYl: -3.65

Mid Wynd International Inv Trust  (CHIX:MWYl) 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: Dec. 2025 )
=Net Income/Total Assets
=21.286/283.76
=(Net Income / Revenue)*(Revenue / Total Assets)
=(21.286 / 22.596)*(22.596 / 283.76)
=Net Margin %*Asset Turnover
=94.2 %*0.0796
=7.50 %

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.


Mid Wynd International Inv Trust ROA % Related Terms


Mid Wynd International Inv Trust ROA % Historical Data

* Premium members only.

The historical data trend for Mid Wynd International Inv Trust'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.

Mid Wynd International Inv Trust ROA % Chart

Mid Wynd International Inv Trust Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 20.78 -8.42 5.21 12.14 -5.54

Mid Wynd International Inv Trust Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 12.01 12.55 1.17 -12.99 7.50

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

For the Asset Management subindustry, Mid Wynd International Inv 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.


Mid Wynd International Inv Trust ROA % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Mid Wynd International Inv Trust's ROA % distribution charts can be found below:

* The bar in red indicates where Mid Wynd International Inv Trust's ROA % falls into.


CHIX:MWYL
38GF Score
Mid Wynd International Inv Trust PLC CHIX:MWYL
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Mid Wynd International Inv Trust ROA % Calculation

Mid Wynd International Inv Trust's annualized ROA % for the fiscal year that ended in Jun. 2025 is calculated as:

ROA %=Net Income (A: Jun. 2025 )/( (Total Assets (A: Jun. 2024 )+Total Assets (A: Jun. 2025 ))/ count )
=-19.795/( (405.786+308.206)/ 2 )
=-19.795/356.996
=-5.54 %

Mid Wynd International Inv Trust's annualized ROA % for the quarter that ended in Dec. 2025 is calculated as:

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=21.286/( (308.206+259.314)/ 2 )
=21.286/283.76
=7.50 %

* 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.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 7.50% mean?
Mid Wynd International Inv Trust (CHIX:MWYL) has a ROA % of 7.50% 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 Mid Wynd International Inv Trust and its competitors. This is 35% below median its historical median of 11.49. According to the industry distribution chart, Mid Wynd International Inv Trust ranks #1334 out of 1632 companies in the Asset Management industry, placing it in the top 81.7%.
Is Mid Wynd International Inv Trust's ROA % too high?
Mid Wynd International Inv Trust's current ROA % of 7.50% is 35% below median its 10-year median of 11.49. The Asset Management industry median ROA % is 3.99. Mid Wynd International Inv Trust's value of 7.50% is 88% above this industry median. Based on the distribution chart, Mid Wynd International Inv Trust ranks #1334 out of 1632 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Mid Wynd International Inv Trust has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does Mid Wynd International Inv Trust's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Mid Wynd International Inv Trust ranks #1334 out of 1632 companies for ROA %. This places Mid Wynd International Inv Trust in the lower half of its industry. The industry median ROA % is 3.99. Mid Wynd International Inv Trust's value of 7.50% is 88% above this benchmark. While the company's 10-year median is 11.49 vs. the industry median of 3.99, Mid Wynd International Inv Trust 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. Mid Wynd International Inv Trust's current ROA % of 7.50% is 88% 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 Mid Wynd International Inv 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. Mid Wynd International Inv Trust's current ROA % is 7.50%, which is 35% below median its own 10-year median of 11.49. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Mid Wynd International Inv Trust stock overvalued right now?
Mid Wynd International Inv Trust (CHIX:MWYL) has a current ROA % of 7.50%. The current ROA % is 7.50%, which is 35% below median its 10-year median of 11.49 and 88% above the Asset Management industry median of 3.99. Mid Wynd International Inv Trust's overall GF Score™ is 38/100 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 Mid Wynd International Inv Trust (CHIX:MWYL), the current ROA % is 7.50% 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.

Mid Wynd International Inv Trust Business Description

Other Exchanges MWY:UK
Address 28 Walker Street, Edinburgh, GBR, EH3 7HR
Mid Wynd International Inv Trust PLC is a publicly traded investment trust listed on the London Stock Exchange. It aims to achieve capital and income growth by investing in markets of different countries in a diversified portfolio of prominently high-quality growth companies across various sectors and markets. The company invests in different markets, sectors, industries, market capitalizations, and asset classes across various countries. Revenue is generated through returns on equity investments, and the trust pursues a long-term investment approach focused on sustainable growth and income generation.
38GF 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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