Barings Emerging EMEA Opportunities (LSE:BEMO) ROA %: 6.12% (As of Mar. 2026) — 59% Below Median

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LSE:BEMO Barings Emerging EMEA Opportunities PLC LSE:BEMO
56 GF Score
Price £8.20
GF Value £15.71
Valuation Significantly Undervalued
! 1 Warning Sign
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What is Barings Emerging EMEA Opportunities ROA %?

Barings Emerging EMEA Opportunities LSE:BEMO 56 ROA % is 6.12% as of Mar. 2026, which is 59% below its 10-year median of 14.99. GuruFocus rates LSE:BEMO with a GF Score™ of 56/100 and a GF Value™ of £15.71 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 1,635 Asset Management companies, Barings Emerging EMEA Opportunities ranks better than 84.22% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Barings Emerging EMEA Opportunities's annualized Net Income for the quarter that ended in Mar. 2026 was £6.39 Mil. Barings Emerging EMEA Opportunities's average Total Assets over the quarter that ended in Mar. 2026 was £104.34 Mil. Therefore, Barings Emerging EMEA Opportunities's annualized ROA % for the quarter that ended in Mar. 2026 was 6.12%.

The historical rank and industry rank for Barings Emerging EMEA Opportunities's ROA % or its related term are showing as below:

LSE:BEMO' s ROA % Range Over the Past 10 Years
Min: -34.95   Med: 14.99   Max: 30.81
Current: 17.05

During the past 13 years, Barings Emerging EMEA Opportunities's highest ROA % was 30.81%. The lowest was -34.95%. And the median was 14.99%.

LSE:BEMO's ROA % is ranked better than
84.22% of 1635 companies
in the Asset Management industry
Industry Median: 4.09 vs LSE:BEMO: 17.05

Barings Emerging EMEA Opportunities  (LSE:BEMO) 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
=6.39/104.3395
=(Net Income / Revenue)*(Revenue / Total Assets)
=(6.39 / 7.484)*(7.484 / 104.3395)
=Net Margin %*Asset Turnover
=85.38 %*0.0717
=6.12 %

Note: The Net Income data used here is two times the semi-annual (Mar. 2026) net income data. The Revenue data used here is two times the semi-annual (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.


Barings Emerging EMEA Opportunities ROA % Related Terms


Barings Emerging EMEA Opportunities ROA % Historical Data

* Premium members only.

The historical data trend for Barings Emerging EMEA Opportunities'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.

Barings Emerging EMEA Opportunities ROA % Chart

Barings Emerging EMEA Opportunities Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 30.81 -34.95 0.23 15.84 24.45

Barings Emerging EMEA Opportunities Semi-Annual Data
Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Sep24 Mar25 Sep25 Mar26
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 5.11 0.00 19.95 28.12 6.12

LSE:BEMO vs BLK, BX, KKR: ROA % Comparison

For the Asset Management subindustry, Barings Emerging EMEA Opportunities'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.


Barings Emerging EMEA Opportunities ROA % vs Asset Management Industry

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

* The bar in red indicates where Barings Emerging EMEA Opportunities's ROA % falls into.


LSE:BEMO
56GF Score
Barings Emerging EMEA Opportunities PLC LSE:BEMO
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Barings Emerging EMEA Opportunities ROA % Calculation

Barings Emerging EMEA Opportunities's annualized ROA % for the fiscal year that ended in Sep. 2025 is calculated as:

ROA %=Net Income (A: Sep. 2025 )/( (Total Assets (A: Sep. 2024 )+Total Assets (A: Sep. 2025 ))/ count )
=23.01/( (84.366+103.827)/ 2 )
=23.01/94.0965
=24.45 %

Barings Emerging EMEA Opportunities's annualized ROA % for the quarter that ended in Mar. 2026 is calculated as:

ROA %=Net Income (Q: Mar. 2026 )/( (Total Assets (Q: Sep. 2025 )+Total Assets (Q: Mar. 2026 ))/ count )
=6.39/( (103.827+104.852)/ 2 )
=6.39/104.3395
=6.12 %

* 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 (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 6.12% mean?
Barings Emerging EMEA Opportunities (LSE:BEMO) has a ROA % of 6.12% 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 Barings Emerging EMEA Opportunities and its competitors. This is 59% below median its historical median of 14.99. According to the industry distribution chart, Barings Emerging EMEA Opportunities ranks #258 out of 1635 companies in the Asset Management industry, placing it in the top 15.8%.
Is Barings Emerging EMEA Opportunities' ROA % too high?
Barings Emerging EMEA Opportunities' current ROA % of 6.12% is 59% below median its 10-year median of 14.99. The Asset Management industry median ROA % is 4.09. Barings Emerging EMEA Opportunities' value of 6.12% is 49.6% above this industry median. Based on the distribution chart, Barings Emerging EMEA Opportunities ranks #258 out of 1635 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Barings Emerging EMEA Opportunities has a GF Score™ of 56/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Barings Emerging EMEA Opportunities' ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Barings Emerging EMEA Opportunities ranks #258 out of 1635 companies for ROA %. This places Barings Emerging EMEA Opportunities in the top 16% of its industry — outperforming the majority of peers. The industry median ROA % is 4.09. Barings Emerging EMEA Opportunities' value of 6.12% is 49.6% above this benchmark. While the company's 10-year median is 14.99 vs. the industry median of 4.09, Barings Emerging EMEA Opportunities 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 4.09, based on 1,635 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. Barings Emerging EMEA Opportunities's current ROA % of 6.12% is 49.6% 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 Barings Emerging EMEA Opportunities and its competitors. For the Asset Management industry, the median ROA % is 4.09 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Barings Emerging EMEA Opportunities's current ROA % is 6.12%, which is 59% below median its own 10-year median of 14.99. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barings Emerging EMEA Opportunities stock overvalued right now?
Based on GuruFocus' analysis, Barings Emerging EMEA Opportunities (LSE:BEMO) is currently considered Significantly Undervalued. The stock's GF Value™ is £15.71, compared to a current price of £8.20 — trading 47.8% below its estimated fair value. The current ROA % is 6.12%, which is 59% below median its 10-year median of 14.99 and 49.6% above the Asset Management industry median of 4.09. Barings Emerging EMEA Opportunities' overall GF Score™ is 56/100 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 Barings Emerging EMEA Opportunities (LSE:BEMO), the current ROA % is 6.12% 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.

Is Barings Emerging EMEA Opportunities (LSE:BEMO) Overvalued in 2026?

Based on GuruFocus' analysis, Barings Emerging EMEA Opportunities stock appears to be undervalued. The current stock price of £8.20 is trading 47.8% below its estimated GF Value™ of £15.71. GuruFocus considers Barings Emerging EMEA Opportunities to be Significantly Undervalued.

Key valuation signals for LSE:BEMO:

  • ROA %: 6.12% (59% below median its 10-year median of 14.99)
  • GF Value™: £15.71 vs. price of £8.20 (47.8% below fair value)
  • GF Score™: 56/100 with 1 warning sign
  • Industry Position: 49.6% above the Asset Management median (#258 of 1635)

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


Barings Emerging EMEA Opportunities Business Description

Address 46-48 James Street, London, GBR, W1U 1EZ
Barings Emerging EMEA Opportunities PLC operates as an investment trust. Its investment objective is to deliver capital growth, principally through investment in emerging and frontier equity securities listed or traded on EMEA (Eastern European, Middle Eastern and African securities markets. Investments include public listed or traded equity securities including equity-related instruments such as preference shares, convertible securities, options, and warrants. It is an asset management firm that works with institutional, insurance and intermediary clients to provide excess returns across public and private markets in fixed income, real assets and capital solutions.
56GF Score

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

£8.20
Price
£15.71
GF Value