ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Avi Japan Opportunity Trust's annualizedNet Income for the quarter that ended in Dec. 2025 was £33.07 Mil.
Avi Japan Opportunity Trust's average Total Assets over the quarter that ended in Dec. 2025 was £365.36 Mil. Therefore, Avi Japan Opportunity Trust's annualized ROA % for the quarter that ended in Dec. 2025 was 9.05%.
The historical rank and industry rank for Avi Japan Opportunity Trust's ROA % or its related term are showing as below:
LSE:AJOT'
s ROA % Range Over the Past 10 Years
Min: -3.97 Med: 11.39 Max: 17.85
Current: 12.87
During the past 7 years, Avi Japan Opportunity Trust's highest ROA % was 17.85%. The lowest was -3.97%. And the median was 11.39%.
LSE:AJOT's ROA % is ranked better than 78.49% of 1632
companies
in the Asset Management industry
Industry Median: 4
vs LSE:AJOT: 12.87
Avi Japan Opportunity Trust (LSE:AJOT) 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 (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.
* 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, Avi Japan Opportunity 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.
Avi Japan Opportunity Trust ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Avi Japan Opportunity Trust's ROA % distribution charts can be found below:
* The bar in red indicates where Avi Japan Opportunity Trust'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 (Dec. 2025) net income data.
ROA % is displayed in the 30-year financial page.
Avi Japan Opportunity Trust (LSE:AJOT) has a ROA % of 9.05% 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 Avi Japan Opportunity Trust and its competitors. This is 21% below median its historical median of 11.39. According to the industry distribution chart, Avi Japan Opportunity Trust ranks #351 out of 1632 companies in the Asset Management industry, placing it in the top 21.5%.
Is Avi Japan Opportunity Trust's ROA % too high?
Avi Japan Opportunity Trust's current ROA % of 9.05% is 21% below median its 10-year median of 11.39. The Asset Management industry median ROA % is 4.00. Avi Japan Opportunity Trust's value of 9.05% is 126.3% above this industry median. Based on the distribution chart, Avi Japan Opportunity Trust ranks #351 out of 1632 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Avi Japan Opportunity Trust has a GF Score™ of 58/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Avi Japan Opportunity Trust's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Avi Japan Opportunity Trust ranks #351 out of 1632 companies for ROA %. This places Avi Japan Opportunity Trust in the top 22% of its industry — outperforming the majority of peers. The industry median ROA % is 4.00. Avi Japan Opportunity Trust's value of 9.05% is 126.3% above this benchmark. While the company's 10-year median is 11.39 vs. the industry median of 4.00, Avi Japan Opportunity 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 4.00, 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. Avi Japan Opportunity Trust's current ROA % of 9.05% is 126.3% 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 Avi Japan Opportunity Trust and its competitors. For the Asset Management industry, the median ROA % is 4.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Avi Japan Opportunity Trust's current ROA % is 9.05%, which is 21% below median its own 10-year median of 11.39. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Avi Japan Opportunity Trust stock overvalued right now?
Based on GuruFocus' analysis, Avi Japan Opportunity Trust (LSE:AJOT) is currently considered Fairly Valued. The stock's GF Value™ is £1.82, compared to a current price of £1.67 — trading 8.2% below its estimated fair value. The current ROA % is 9.05%, which is 21% below median its 10-year median of 11.39 and 126.3% above the Asset Management industry median of 4.00. Avi Japan Opportunity Trust's overall GF Score™ is 58/100 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 Avi Japan Opportunity Trust (LSE:AJOT), the current ROA % is 9.05% 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.
Is Avi Japan Opportunity Trust (LSE:AJOT) Overvalued in 2026?
Based on GuruFocus' analysis, Avi Japan Opportunity Trust stock appears to be undervalued.
The current stock price of £1.67 is trading 8.2% below its estimated GF Value™ of £1.82.
GuruFocus considers Avi Japan Opportunity Trust to be Fairly Valued.
Key valuation signals for LSE:AJOT:
ROA %: 9.05% (21% below median its 10-year median of 11.39)
GF Value™: £1.82 vs. price of £1.67 (8.2% below fair value)
Industry Position: 126.3% above the Asset Management median (#351 of 1632)
No single metric tells the full story. See the LSE:AJOT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Avi Japan Opportunity Trust PLC is a closed-ended investment company. Its investment objective is to provide shareholders with capital growth in excess of the MSCI Japan Small Cap Index, through the active management of a focused portfolio of equity investments listed or quoted in Japan which have been identified as undervalued and having a substantial proportion of their market capitalisation held in cash, listed securities and/or realisable assets.
58GF Score
Get the complete analysis for LSE:AJOT
ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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