ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Keystone Global Financial Group's annualizedNet Income for the quarter that ended in Jun. 2025 was $0.97 Mil.
Keystone Global Financial Group's average Total Assets over the quarter that ended in Jun. 2025 was $3.50 Mil. Therefore, Keystone Global Financial Group's annualized ROA % for the quarter that ended in Jun. 2025 was 27.74%.
KCG's ROA % is not ranked *
in the Asset Management industry.
Industry Median: 3.95 * Ranked among companies with meaningful ROA % only.
Keystone Global Financial Group (NAS:KCG) 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 (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.
Keystone Global Financial Group ROA % Related Terms
Keystone Global Financial Group 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.
Keystone Global Financial Group ROA % Chart
Keystone Global Financial Group Annual Data
Trend
Dec23
Dec24
ROA %
0.84
31.18
Keystone Global Financial Group Semi-Annual Data
Dec23
Jun24
Dec24
Jun25
ROA %
0.00
32.30
30.46
27.74
KCG vs : ROA % Comparison
For the Asset Management subindustry, Keystone Global Financial Group'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.
Keystone Global Financial Group ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Keystone Global Financial Group's ROA % distribution charts can be found below:
* The bar in red indicates where Keystone Global Financial Group'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 (Jun. 2025) net income data.
ROA % is displayed in the 30-year financial page.
Keystone Global Financial Group (KCG) has a ROA % of 27.74% 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 Keystone Global Financial Group and its competitors.
Is Keystone Global Financial Group's ROA % too high?
Keystone Global Financial Group's current ROA % is 27.74%. The Asset Management industry median ROA % is 3.95. Keystone Global Financial Group's value of 27.74% is 602.3% above this industry median.
How does Keystone Global Financial Group's ROA % compare to ?
Keystone Global Financial Group's ROA % of 27.74% can be compared against companies in the Asset Management industry. The industry median ROA % is 3.95. Keystone Global Financial Group's value of 27.74% is 602.3% above this benchmark. 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 3.95, based on 1,639 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. Keystone Global Financial Group's current ROA % of 27.74% is 602.3% 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 Keystone Global Financial Group and its competitors. For the Asset Management industry, the median ROA % is 3.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Keystone Global Financial Group's current ROA % is 27.74%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Keystone Global Financial Group stock overvalued right now?
Keystone Global Financial Group (KCG) has a current ROA % of 27.74%. The current ROA % is 27.74% and 602.3% above the Asset Management industry median of 3.95. 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 Keystone Global Financial Group (KCG), the current ROA % is 27.74% 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.
Keystone Global Financial Group Business Description
Keystone Global Financial Group is a boutique financial firm which focuses on providing quality asset management services to clients. The company conducts business through its wholly-owned Subsidiary, which is a licensed corporation under the SFO to engage in Type 1 (dealing in securities), Type 4 (advising on securities) and Type 9 (asset management) regulated activities in Hong Kong. It provides discretionary accounts services to manage clients' funds. The company specializes in designing investment portfolios to meet the needs of investors with different risk tolerance and investment preferences and to preserve and enhance the value of their assets. It provides asset management services for its clients by applying different investment strategies to optimize their asset allocation.
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