Calculus VCTLSE:CLC 42 ROA % is -2.27% as of Sep. 2025. GuruFocus rates LSE:CLC with a GF Score™ of 42/100 and a GF Value™ of £0.95 (Significantly Undervalued). The stock has 3 warning signs investors should review. Among 1,632 Asset Management companies, Calculus VCT ranks better than 50.06% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Calculus VCT's annualizedNet Income for the quarter that ended in Sep. 2025 was £-1.07 Mil.
Calculus VCT's average Total Assets over the quarter that ended in Sep. 2025 was £47.05 Mil. Therefore, Calculus VCT's annualized ROA % for the quarter that ended in Sep. 2025 was -2.27%.
The historical rank and industry rank for Calculus VCT's ROA % or its related term are showing as below:
LSE:CLC'
s ROA % Range Over the Past 10 Years
Min: -17.32 Med: -2.16 Max: 7.5
Current: 3.99
During the past 13 years, Calculus VCT's highest ROA % was 7.50%. The lowest was -17.32%. And the median was -2.16%.
LSE:CLC's ROA % is ranked better than 50.06% of 1632
companies
in the Asset Management industry
Industry Median: 3.985
vs LSE:CLC: 3.99
Calculus VCT (LSE:CLC) 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 (Sep. 2025) net income data. The Revenue data used here is two times the semi-annual (Sep. 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.
Calculus VCT ROA % Related Terms
Calculus VCT ROA % Historical Data
* Premium members only.
The historical data trend for Calculus VCT'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.
For the Asset Management subindustry, Calculus VCT'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.
Calculus VCT ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Calculus VCT's ROA % distribution charts can be found below:
* The bar in red indicates where Calculus VCT'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 (Sep. 2025) net income data.
ROA % is displayed in the 30-year financial page.
Calculus VCT (LSE:CLC) has a ROA % of -2.27% as of Sep. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Calculus VCT and its competitors. According to the industry distribution chart, Calculus VCT ranks #815 out of 1632 companies in the Asset Management industry, placing it in the top 49.9%.
Is Calculus VCT's ROA % too high?
Calculus VCT's current ROA % is -2.27%. Based on the distribution chart, Calculus VCT ranks #815 out of 1632 companies in the Asset Management industry, which is above the industry midpoint. Overall, Calculus VCT has a GF Score™ of 42/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Calculus VCT's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Calculus VCT ranks #815 out of 1632 companies for ROA %. This puts Calculus VCT in the upper half of its industry. The industry median ROA % is 3.99. 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. 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 Calculus VCT 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. Calculus VCT's current ROA % is -2.27%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Calculus VCT stock overvalued right now?
Based on GuruFocus' analysis, Calculus VCT (LSE:CLC) is currently considered Significantly Undervalued. The stock's GF Value™ is £0.95, compared to a current price of £0.53 — trading 43.9% below its estimated fair value. The current ROA % is -2.27%. Calculus VCT's overall GF Score™ is 42/100 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 Calculus VCT (LSE:CLC), the current ROA % is -2.27% as of Sep. 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 Calculus VCT (LSE:CLC) Overvalued in 2026?
Based on GuruFocus' analysis, Calculus VCT stock appears to be undervalued.
The current stock price of £0.53 is trading 43.9% below its estimated GF Value™ of £0.95.
GuruFocus considers Calculus VCT to be Significantly Undervalued.
Key valuation signals for LSE:CLC:
ROA %: -2.27%
GF Value™: £0.95 vs. price of £0.53 (43.9% below fair value)
No single metric tells the full story. See the LSE:CLC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Calculus VCT PLC is a part of the financial services sector in the United Kingdom. The company operates as a venture capital trust, focusing on the investment business. The investment objective of the company is to invest mainly in a diverse portfolio of United Kingdom growth companies. The company invests in a portfolio of venture capital investments that will provide sufficient returns to allow the company to maximize annual dividends and achieve capital growth over the medium to long term.
42GF Score
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ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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