LOKV (Live Oak Acquisition V) ROA %: -0.21% (As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LOKV Live Oak Acquisition Corp V LOKV
15 GF Score
Price $11.54
! 1 Warning Sign
View Full Analysis

What is Live Oak Acquisition V ROA %?

Live Oak Acquisition V LOKV +1.77% 15 ROA % is -0.21% as of Mar. 2026. GuruFocus rates LOKV with a GF Score™ of 15/100. The stock has 1 warning sign investors should review. Among 557 Diversified Financial Services companies, Live Oak Acquisition V ranks worse than 65.53% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Live Oak Acquisition V's annualized Net Income for the quarter that ended in Mar. 2026 was $-0.52 Mil. Live Oak Acquisition V's average Total Assets over the quarter that ended in Mar. 2026 was $241.41 Mil. Therefore, Live Oak Acquisition V's annualized ROA % for the quarter that ended in Mar. 2026 was -0.21%.

The historical rank and industry rank for Live Oak Acquisition V's ROA % or its related term are showing as below:

LOKV' s ROA % Range Over the Past 10 Years
Min: -13.71   Med: -13.71   Max: -4.33
Current: -4.33

During the past 2 years, Live Oak Acquisition V's highest ROA % was -4.33%. The lowest was -13.71%. And the median was -13.71%.

LOKV's ROA % is ranked worse than
65.53% of 557 companies
in the Diversified Financial Services industry
Industry Median: 0.72 vs LOKV: -4.33

Live Oak Acquisition V  (NAS:LOKV) 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: Mar. 2026 )
=Net Income/Total Assets
=-0.516/241.4115
=(Net Income / Revenue)*(Revenue / Total Assets)
=(-0.516 / 0)*(0 / 241.4115)
=Net Margin %*Asset Turnover
=N/A %*0
=-0.21 %

Note: The Net Income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (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.


Live Oak Acquisition V ROA % Related Terms


Live Oak Acquisition V ROA % Historical Data

* Premium members only.

The historical data trend for Live Oak Acquisition V'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.

Live Oak Acquisition V ROA % Chart

Live Oak Acquisition V Annual Data
Trend Dec24 Dec25
ROA %
0.00 -13.71

Live Oak Acquisition V Quarterly Data
Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROA % Get a 7-Day Free Trial -21.51 3.56 3.55 -24.03 -0.21

LOKV vs CEPT, BLUW, CEPV: ROA % Comparison

For the Shell Companies subindustry, Live Oak Acquisition V'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.


Live Oak Acquisition V ROA % vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, Live Oak Acquisition V's ROA % distribution charts can be found below:

* The bar in red indicates where Live Oak Acquisition V's ROA % falls into.


LOKV
15GF Score
Live Oak Acquisition Corp V LOKV
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Live Oak Acquisition V ROA % Calculation

Live Oak Acquisition V's annualized ROA % for the fiscal year that ended in Dec. 2025 is calculated as:

ROA %=Net Income (A: Dec. 2025 )/( (Total Assets (A: Dec. 2024 )+Total Assets (A: Dec. 2025 ))/ count )
=-16.495/( (0.068+240.473)/ 2 )
=-16.495/120.2705
=-13.71 %

Live Oak Acquisition V's annualized ROA % for the quarter that ended in Mar. 2026 is calculated as:

ROA %=Net Income (Q: Mar. 2026 )/( (Total Assets (Q: Dec. 2025 )+Total Assets (Q: Mar. 2026 ))/ count )
=-0.516/( (240.473+242.35)/ 2 )
=-0.516/241.4115
=-0.21 %

* 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 four times the quarterly (Mar. 2026) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of -0.21% mean?
Live Oak Acquisition V (LOKV) has a ROA % of -0.21% 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 Live Oak Acquisition V and its competitors. According to the industry distribution chart, Live Oak Acquisition V ranks #365 out of 557 companies in the Diversified Financial Services industry, placing it in the top 65.5%.
Is Live Oak Acquisition V's ROA % too high?
Live Oak Acquisition V's current ROA % is -0.21%. Based on the distribution chart, Live Oak Acquisition V ranks #365 out of 557 companies in the Diversified Financial Services industry, which is below the industry midpoint. Overall, Live Oak Acquisition V has a GF Score™ of 15/100, reflecting its overall financial health beyond just this single metric.
How does Live Oak Acquisition V's ROA % compare to CEPT and BLUW?
According to the Diversified Financial Services industry distribution chart, Live Oak Acquisition V ranks #365 out of 557 companies for ROA %. This places Live Oak Acquisition V in the lower half of its industry. The industry median ROA % is 0.72. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROA % for a Diversified Financial Services company?
The median ROA % among Diversified Financial Services companies is 0.72, based on 557 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 Live Oak Acquisition V and its competitors. For the Diversified Financial Services industry, the median ROA % is 0.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Live Oak Acquisition V's current ROA % is -0.21%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Live Oak Acquisition V stock overvalued right now?
Live Oak Acquisition V (LOKV) has a current ROA % of -0.21%. The current ROA % is -0.21%. Live Oak Acquisition V's overall GF Score™ is 15/100 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 Live Oak Acquisition V (LOKV), the current ROA % is -0.21% 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.

Live Oak Acquisition V Business Description

Address 4921 William Arnold Road, Memphis, TN, USA, 38117
Live Oak Acquisition Corp V is a blank check company.
15GF Score

Get the complete analysis for LOKV

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

$11.54
Price