Platinum Asset Management (FRA:PIJ) ROA %: -7.72% (As of Jun. 2025)


FRA:PIJ Platinum Asset Management Ltd FRA:PIJ
12 GF Score
Price €0.38
GF Value €0.37
! 3 Warning Signs
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What is Platinum Asset Management ROA %?

Platinum Asset Management FRA:PIJ 12 ROA % is -7.72% as of Jun. 2025. GuruFocus rates FRA:PIJ with a GF Score™ of 12/100 and a GF Value™ of €0.37. The stock has 3 warning signs investors should review.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Platinum Asset Management's annualized Net Income for the quarter that ended in Jun. 2025 was €-10.91 Mil. Platinum Asset Management's average Total Assets over the quarter that ended in Jun. 2025 was €141.36 Mil. Therefore, Platinum Asset Management's annualized ROA % for the quarter that ended in Jun. 2025 was -7.72%.

The historical rank and industry rank for Platinum Asset Management's ROA % or its related term are showing as below:

FRA:PIJ' s ROA % Range Over the Past 10 Years
Min: 2.1   Med: 41.3   Max: 52.86
Current: 2.26

During the past 13 years, Platinum Asset Management's highest ROA % was 52.86%. The lowest was 2.10%. And the median was 41.30%.

FRA:PIJ's ROA % is not ranked
in the Asset Management industry.
Industry Median: 3.985 vs FRA:PIJ: 2.26

Platinum Asset Management  (FRA:PIJ) 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: Jun. 2025 )
=Net Income/Total Assets
=-10.914/141.36
=(Net Income / Revenue)*(Revenue / Total Assets)
=(-10.914 / 70.694)*(70.694 / 141.36)
=Net Margin %*Asset Turnover
=-15.44 %*0.5001
=-7.72 %

Note: The Net Income data used here is two times the semi-annual (Jun. 2025) net income data. The Revenue data used here is two times the semi-annual (Jun. 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.


Platinum Asset Management ROA % Related Terms


Platinum Asset Management ROA % Historical Data

* Premium members only.

The historical data trend for Platinum Asset Management'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.

Platinum Asset Management ROA % Chart

Platinum Asset Management 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 43.43 28.40 22.27 12.92 2.00

Platinum Asset Management Semi-Annual Data
Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25
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 24.02 19.93 5.39 10.84 -7.72

FRA:PIJ vs ETV, RQI, ETG: ROA % Comparison

For the Asset Management subindustry, Platinum Asset Management'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.


Platinum Asset Management ROA % vs Asset Management Industry

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

* The bar in red indicates where Platinum Asset Management's ROA % falls into.


FRA:PIJ
12GF Score
Platinum Asset Management Ltd FRA:PIJ
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Platinum Asset Management ROA % Calculation

Platinum Asset Management'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 )
=3.537/( (213.563+140.77)/ 2 )
=3.537/177.1665
=2.00 %

Platinum Asset Management's annualized ROA % for the quarter that ended in Jun. 2025 is calculated as:

ROA %=Net Income (Q: Jun. 2025 )/( (Total Assets (Q: Dec. 2024 )+Total Assets (Q: Jun. 2025 ))/ count )
=-10.914/( (141.95+140.77)/ 2 )
=-10.914/141.36
=-7.72 %

* 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 (Jun. 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 -7.72% mean?
Platinum Asset Management (FRA:PIJ) has a ROA % of -7.72% as of Jun. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Platinum Asset Management and its competitors. Over the past decade, Platinum Asset Management's ROA % has ranged from 2.10 to 52.86.
Is Platinum Asset Management's ROA % too high?
Platinum Asset Management's current ROA % is -7.72%. Over the past 10 years, this metric has ranged from a low of 2.10 to a high of 52.86. Overall, Platinum Asset Management has a GF Score™ of 12/100, reflecting its overall financial health beyond just this single metric.
How does Platinum Asset Management's ROA % compare to ETV and RQI?
Platinum Asset Management's ROA % of -7.72% can be compared against companies in the Asset Management industry. The industry median ROA % is 3.99. Historically, Platinum Asset Management's own ROA % has ranged from 2.10 to 52.86 over the past decade. 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 Platinum Asset Management 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. Platinum Asset Management's current ROA % is -7.72%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Platinum Asset Management stock overvalued right now?
Platinum Asset Management (FRA:PIJ) has a current ROA % of -7.72%. The stock's GF Value™ is €0.37, compared to a current price of €0.38 — trading 3.2% above its estimated fair value. The current ROA % is -7.72%. Platinum Asset Management's overall GF Score™ is 12/100 with 3 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 Platinum Asset Management (FRA:PIJ), the current ROA % is -7.72% as of Jun. 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 Platinum Asset Management (FRA:PIJ) Overvalued in 2026?

Based on GuruFocus' analysis, Platinum Asset Management stock appears to be overvalued. The current stock price of €0.38 is trading 3.2% above its estimated GF Value™ of €0.37.

Key valuation signals for FRA:PIJ:

  • ROA %: -7.72%
  • GF Value™: €0.37 vs. price of €0.38 (3.2% above fair value)
  • GF Score™: 12/100 with 3 warning signs

No single metric tells the full story. See the FRA:PIJ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Platinum Asset Management Business Description

Address Level 8, 7 Macquarie Place, Sydney, NSW, AUS, 2000
L1 Group was formed through the strategic merger of two Australian investment management firms: Platinum Asset Management, a Sydney-based international equities manager founded in 1994, and L1 Capital, a Melbourne-based boutique founded in 2007 with diversified capabilities across equities, alternatives, and property investments. The combined entity serves a diverse client base encompassing institutional investors, wholesale clients, high-net-worth individuals, and retail investors across both domestic and international markets. The firm has approximately AUD 17 billion in funds under management as of June 2025.
12GF Score

Get the complete analysis for FRA:PIJ

ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€0.38
Price
€0.37
GF Value