BlackRock Greater Europe Investment Trust (LSE:BRGS) ROA %: 13.36% (As of Feb. 2026) — Near Median


What is BlackRock Greater Europe Investment Trust ROA %?

BlackRock Greater Europe Investment Trust LSE:BRGS 35 ROA % is 13.36% as of Feb. 2026, which is 8% below its 10-year median of 14.49. GuruFocus rates LSE:BRGS with a GF Score™ of 35/100. The stock has 3 warning signs investors should review. Among 1,632 Asset Management companies, BlackRock Greater Europe Investment Trust ranks worse than 73.41% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. BlackRock Greater Europe Investment Trust's annualized Net Income for the quarter that ended in Feb. 2026 was £79.52 Mil. BlackRock Greater Europe Investment Trust's average Total Assets over the quarter that ended in Feb. 2026 was £595.22 Mil. Therefore, BlackRock Greater Europe Investment Trust's annualized ROA % for the quarter that ended in Feb. 2026 was 13.36%.

The historical rank and industry rank for BlackRock Greater Europe Investment Trust's ROA % or its related term are showing as below:

LSE:BRGS' s ROA % Range Over the Past 10 Years
Min: -34.2   Med: 14.49   Max: 35.67
Current: 0.15

During the past 13 years, BlackRock Greater Europe Investment Trust's highest ROA % was 35.67%. The lowest was -34.20%. And the median was 14.49%.

LSE:BRGS's ROA % is ranked worse than
73.41% of 1632 companies
in the Asset Management industry
Industry Median: 3.99 vs LSE:BRGS: 0.15

BlackRock Greater Europe Investment Trust  (LSE:BRGS) 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: Feb. 2026 )
=Net Income/Total Assets
=79.524/595.219
=(Net Income / Revenue)*(Revenue / Total Assets)
=(79.524 / 81.18)*(81.18 / 595.219)
=Net Margin %*Asset Turnover
=97.96 %*0.1364
=13.36 %

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


BlackRock Greater Europe Investment Trust ROA % Related Terms


BlackRock Greater Europe Investment Trust ROA % Historical Data

* Premium members only.

The historical data trend for BlackRock Greater Europe Investment Trust'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.

BlackRock Greater Europe Investment Trust ROA % Chart

BlackRock Greater Europe Investment Trust Annual Data
Trend Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24 Aug25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 35.67 -34.20 16.87 14.16 -6.34

BlackRock Greater Europe Investment Trust Semi-Annual Data
Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25 Feb26
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 31.47 -3.46 -0.39 -12.33 13.36

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

For the Asset Management subindustry, BlackRock Greater Europe 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.


BlackRock Greater Europe Investment Trust ROA % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, BlackRock Greater Europe Investment Trust's ROA % distribution charts can be found below:

* The bar in red indicates where BlackRock Greater Europe Investment Trust's ROA % falls into.



BlackRock Greater Europe Investment Trust ROA % Calculation

BlackRock Greater Europe Investment Trust's annualized ROA % for the fiscal year that ended in Aug. 2025 is calculated as:

ROA %=Net Income (A: Aug. 2025 )/( (Total Assets (A: Aug. 2024 )+Total Assets (A: Aug. 2025 ))/ count )
=-40.196/( (695.687+572.841)/ 2 )
=-40.196/634.264
=-6.34 %

BlackRock Greater Europe Investment Trust's annualized ROA % for the quarter that ended in Feb. 2026 is calculated as:

ROA %=Net Income (Q: Feb. 2026 )/( (Total Assets (Q: Aug. 2025 )+Total Assets (Q: Feb. 2026 ))/ count )
=79.524/( (572.841+617.597)/ 2 )
=79.524/595.219
=13.36 %

* 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 (Feb. 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 13.36% mean?
BlackRock Greater Europe Investment Trust (LSE:BRGS) has a ROA % of 13.36% as of Feb. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on BlackRock Greater Europe Investment Trust and its competitors. This is near median its historical median of 14.49. According to the industry distribution chart, BlackRock Greater Europe Investment Trust ranks #1198 out of 1632 companies in the Asset Management industry, placing it in the top 73.4%.
Is BlackRock Greater Europe Investment Trust's ROA % too high?
BlackRock Greater Europe Investment Trust's current ROA % of 13.36% is near median its 10-year median of 14.49. The Asset Management industry median ROA % is 3.99. BlackRock Greater Europe Investment Trust's value of 13.36% is 234.8% above this industry median. Based on the distribution chart, BlackRock Greater Europe Investment Trust ranks #1198 out of 1632 companies in the Asset Management industry, which is below the industry midpoint. Overall, BlackRock Greater Europe Investment Trust has a GF Score™ of 35/100, reflecting its overall financial health beyond just this single metric.
How does BlackRock Greater Europe Investment Trust's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, BlackRock Greater Europe Investment Trust ranks #1198 out of 1632 companies for ROA %. This places BlackRock Greater Europe Investment Trust in the lower half of its industry. The industry median ROA % is 3.99. BlackRock Greater Europe Investment Trust's value of 13.36% is 234.8% above this benchmark. While the company's 10-year median is 14.49 vs. the industry median of 3.99, BlackRock Greater Europe Investment 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 3.99, 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. BlackRock Greater Europe Investment Trust's current ROA % of 13.36% is 234.8% 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 BlackRock Greater Europe Investment Trust and its competitors. For the Asset Management industry, the median ROA % is 3.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. BlackRock Greater Europe Investment Trust's current ROA % is 13.36%, which is near median its own 10-year median of 14.49. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is BlackRock Greater Europe Investment Trust stock overvalued right now?
BlackRock Greater Europe Investment Trust (LSE:BRGS) has a current ROA % of 13.36%. The current ROA % is 13.36%, which is near median its 10-year median of 14.49 and 234.8% above the Asset Management industry median of 3.99. BlackRock Greater Europe Investment Trust's overall GF Score™ is 35/100 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 BlackRock Greater Europe Investment Trust (LSE:BRGS), the current ROA % is 13.36% as of Feb. 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.

BlackRock Greater Europe Investment Trust Business Description

Other Exchanges BRGE:UK
Address 12 Throgmorton Avenue, London, GBR, EC2N 2DL
BlackRock Greater Europe Investment Trust PLC is an investment trust. Its primary objective is to achieve capital growth, predominantly through investment in a focused portfolio constructed from a combination of the European securities of large, mid, and small capitalization. It has the flexibility to invest in any country which is included in the FTSE World Europe ex UK Index as well as other developing countries not included in the Index and which are considered as a part of Europe. Its investment policy is to invest in a diverse portfolio of approximately 30-70 securities in larger capitalization companies. The company may also invest a certain part of its portfolio in debt securities, such as convertible bonds and corporate bonds.