British & American Investment Trust (LSE:BAF) ROA %: 15.10% (As of Dec. 2025)
What is British & American Investment Trust ROA %?
British & American Investment TrustLSE:BAF ROA % is 15.10% as of Dec. 2025. Among 1,639 Asset Management companies, British & American Investment Trust ranks worse than 95.73% on this metric.
LSE:BAF'
s ROA % Range Over the Past 10 Years
Min: -34.79 Med: -3.31 Max: 16.24
Current: -34.79
During the past 13 years, British & American Investment Trust's highest ROA % was 16.24%. The lowest was -34.79%. And the median was -3.31%.
LSE:BAF's ROA % is ranked worse than 95.73% of 1639
companies
in the Asset Management industry
Industry Median: 3.95
vs LSE:BAF: -34.79
British & American Investment Trust (LSE:BAF) 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.
British & American Investment Trust ROA % Related Terms
British & American Investment Trust 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.
For the Asset Management subindustry, British & American Investment 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.
British & American Investment Trust ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, British & American Investment Trust's ROA % distribution charts can be found below:
* The bar in red indicates where British & American Investment 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.
British & American Investment Trust (LSE:BAF) has a ROA % of 15.10% 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 British & American Investment Trust and its competitors. According to the industry distribution chart, British & American Investment Trust ranks #1569 out of 1639 companies in the Asset Management industry, placing it in the top 95.7%.
Is British & American Investment Trust's ROA % too high?
British & American Investment Trust's current ROA % is 15.10%. The Asset Management industry median ROA % is 3.95. British & American Investment Trust's value of 15.10% is 282.3% above this industry median. Based on the distribution chart, British & American Investment Trust ranks #1569 out of 1639 companies in the Asset Management industry, which is in the bottom quartile relative to peers.
How does British & American Investment Trust's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, British & American Investment Trust ranks #1569 out of 1639 companies for ROA %. This places British & American Investment Trust in the lower half of its industry. The industry median ROA % is 3.95. British & American Investment Trust's value of 15.10% is 282.3% 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. British & American Investment Trust's current ROA % of 15.10% is 282.3% 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 British & American Investment Trust 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. British & American Investment Trust's current ROA % is 15.10%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is British & American Investment Trust stock overvalued right now?
British & American Investment Trust (LSE:BAF) has a current ROA % of 15.10%. The current ROA % is 15.10% and 282.3% 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 British & American Investment Trust (LSE:BAF), the current ROA % is 15.10% 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.
British & American Investment Trust Business Description
British & American Investment Trust PLC is a self-managed investment trust operating in the United Kingdom. The company's policy is to invest in investment trusts and other United Kingdom and United States quoted companies to achieve a balance of income and growth.
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