Baillie Gifford Shin NipponLSE:BGS +0.75%26 ROA % is 2.67% as of Jan. 2026, which is 207% above its 10-year median of 0.87. GuruFocus rates LSE:BGS with a GF Score™ of 26/100. The stock has 6 warning signs investors should review. Among 1,635 Asset Management companies, Baillie Gifford Shin Nippon ranks worse than 56.21% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Baillie Gifford Shin Nippon's annualizedNet Income for the quarter that ended in Jan. 2026 was £11.68 Mil.
Baillie Gifford Shin Nippon's average Total Assets over the quarter that ended in Jan. 2026 was £437.20 Mil. Therefore, Baillie Gifford Shin Nippon's annualized ROA % for the quarter that ended in Jan. 2026 was 2.67%.
The historical rank and industry rank for Baillie Gifford Shin Nippon's ROA % or its related term are showing as below:
LSE:BGS'
s ROA % Range Over the Past 10 Years
Min: -25.07 Med: 0.87 Max: 31.46
Current: 2.86
During the past 13 years, Baillie Gifford Shin Nippon's highest ROA % was 31.46%. The lowest was -25.07%. And the median was 0.87%.
LSE:BGS's ROA % is ranked worse than 56.21% of 1635
companies
in the Asset Management industry
Industry Median: 3.97
vs LSE:BGS: 2.86
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 (Jan. 2026) net income data. The Revenue data used here is two times the semi-annual (Jan. 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.
* 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, Baillie Gifford Shin Nippon'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.
Baillie Gifford Shin Nippon ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Baillie Gifford Shin Nippon's ROA % distribution charts can be found below:
* The bar in red indicates where Baillie Gifford Shin Nippon'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 (Jan. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Baillie Gifford Shin Nippon (LSE:BGS) has a ROA % of 2.67% as of Jan. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Baillie Gifford Shin Nippon and its competitors. This is 207% above median its historical median of 0.87. According to the industry distribution chart, Baillie Gifford Shin Nippon ranks #919 out of 1635 companies in the Asset Management industry, placing it in the top 56.2%.
Is Baillie Gifford Shin Nippon's ROA % too high?
Baillie Gifford Shin Nippon's current ROA % of 2.67% is 207% above median its 10-year median of 0.87. The Asset Management industry median ROA % is 3.97. Baillie Gifford Shin Nippon's value of 2.67% is 32.7% below this industry median. Based on the distribution chart, Baillie Gifford Shin Nippon ranks #919 out of 1635 companies in the Asset Management industry, which is below the industry midpoint. Overall, Baillie Gifford Shin Nippon has a GF Score™ of 26/100, reflecting its overall financial health beyond just this single metric.
How does Baillie Gifford Shin Nippon's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Baillie Gifford Shin Nippon ranks #919 out of 1635 companies for ROA %. This places Baillie Gifford Shin Nippon in the lower half of its industry. The industry median ROA % is 3.97. Baillie Gifford Shin Nippon's value of 2.67% is 32.7% below this benchmark. While the company's 10-year median is 0.87 vs. the industry median of 3.97, Baillie Gifford Shin Nippon has consistently been below 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 3.97, 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. Baillie Gifford Shin Nippon's current ROA % of 2.67% is 32.7% below 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 Baillie Gifford Shin Nippon and its competitors. For the Asset Management industry, the median ROA % is 3.97 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Baillie Gifford Shin Nippon's current ROA % is 2.67%, which is 207% above median its own 10-year median of 0.87. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Baillie Gifford Shin Nippon stock overvalued right now?
Baillie Gifford Shin Nippon (LSE:BGS) has a current ROA % of 2.67%. The current ROA % is 2.67%, which is 207% above median its 10-year median of 0.87 and 32.7% below the Asset Management industry median of 3.97. Baillie Gifford Shin Nippon's overall GF Score™ is 26/100 with 6 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 Baillie Gifford Shin Nippon (LSE:BGS), the current ROA % is 2.67% as of Jan. 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.
Baillie Gifford Shin Nippon PLC is an investment company that offers investors participation in a diversified portfolio of shares. Its objective is long-term capital growth from investments in small Japanese companies. The Company is engaged in a single segment of business, being the investment business. The group's investment portfolio is constructed through the identification of individual companies. It invests in consumer discretionary, consumer staples, Communication Services, Financials, Healthcare, Industrials, Information Technology, Real Estate, and Others.
26GF Score
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