GlobalData (LSE:DATA) ROA %: 8.08% (As of Dec. 2025) — 60% Above Median


LSE:DATA GlobalData PLC LSE:DATA
76 GF Score
Price £0.78
GF Value £2.41
Valuation Significantly Undervalued
! 1 Warning Sign
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What is GlobalData ROA %?

GlobalData LSE:DATA -2.85% 76 ROA % is 8.08% as of Dec. 2025, which is 60% above its 10-year median of 5.04. GuruFocus rates LSE:DATA with a GF Score™ of 76/100 and a GF Value™ of £2.41 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 1,096 Business Services companies, GlobalData ranks better than 60.13% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. GlobalData's annualized Net Income for the quarter that ended in Dec. 2025 was £54.6 Mil. GlobalData's average Total Assets over the quarter that ended in Dec. 2025 was £675.6 Mil. Therefore, GlobalData's annualized ROA % for the quarter that ended in Dec. 2025 was 8.08%.

The historical rank and industry rank for GlobalData's ROA % or its related term are showing as below:

LSE:DATA' s ROA % Range Over the Past 10 Years
Min: -4.66   Med: 5.04   Max: 6.28
Current: 4.95

During the past 13 years, GlobalData's highest ROA % was 6.28%. The lowest was -4.66%. And the median was 5.04%.

LSE:DATA's ROA % is ranked better than
60.13% of 1096 companies
in the Business Services industry
Industry Median: 3.455 vs LSE:DATA: 4.95

GlobalData  (LSE:DATA) 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: Dec. 2025 )
=Net Income/Total Assets
=54.6/675.55
=(Net Income / Revenue)*(Revenue / Total Assets)
=(54.6 / 331.2)*(331.2 / 675.55)
=Net Margin %*Asset Turnover
=16.49 %*0.4903
=8.08 %

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.


GlobalData ROA % Related Terms


GlobalData ROA % Historical Data

* Premium members only.

The historical data trend for GlobalData'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.

GlobalData ROA % Chart

GlobalData Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.10 6.28 6.14 5.16 4.92

GlobalData Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 5.24 6.87 2.85 1.76 8.08

LSE:DATA vs VRSK, EFX, BAH: ROA % Comparison

For the Consulting Services subindustry, GlobalData'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.


GlobalData ROA % vs Business Services Industry

For the Business Services industry and Industrials sector, GlobalData's ROA % distribution charts can be found below:

* The bar in red indicates where GlobalData's ROA % falls into.


LSE:DATA
76GF Score
GlobalData PLC LSE:DATA
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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GlobalData ROA % Calculation

GlobalData's annualized ROA % for the fiscal year that ended in Dec. 2025 is calculated as:

ROA %=Net Income (A: Dec. 2025 )/( (Total Assets (A: Dec. 2024 )+Total Assets (A: Dec. 2025 ))/ count )
=33.1/( (655.8+689.1)/ 2 )
=33.1/672.45
=4.92 %

GlobalData's annualized ROA % for the quarter that ended in Dec. 2025 is calculated as:

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=54.6/( (662+689.1)/ 2 )
=54.6/675.55
=8.08 %

* 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.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 8.08% mean?
GlobalData (LSE:DATA) has a ROA % of 8.08% 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 GlobalData and its competitors. This is 60% above median its historical median of 5.04. According to the industry distribution chart, GlobalData ranks #437 out of 1096 companies in the Business Services industry, placing it in the top 39.9%.
Is GlobalData's ROA % too high?
GlobalData's current ROA % of 8.08% is 60% above median its 10-year median of 5.04. The Business Services industry median ROA % is 3.46. GlobalData's value of 8.08% is 133.9% above this industry median. Based on the distribution chart, GlobalData ranks #437 out of 1096 companies in the Business Services industry, which is above the industry midpoint. Overall, GlobalData has a GF Score™ of 76/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does GlobalData's ROA % compare to VRSK and EFX?
According to the Business Services industry distribution chart, GlobalData ranks #437 out of 1096 companies for ROA %. This puts GlobalData in the upper half of its industry. The industry median ROA % is 3.46. GlobalData's value of 8.08% is 133.9% above this benchmark. While the company's 10-year median is 5.04 vs. the industry median of 3.46, GlobalData 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 a Business Services company?
The median ROA % among Business Services companies is 3.46, based on 1,096 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. GlobalData's current ROA % of 8.08% is 133.9% 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 GlobalData and its competitors. For the Business Services industry, the median ROA % is 3.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. GlobalData's current ROA % is 8.08%, which is 60% above median its own 10-year median of 5.04. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is GlobalData stock overvalued right now?
Based on GuruFocus' analysis, GlobalData (LSE:DATA) is currently considered Significantly Undervalued. The stock's GF Value™ is £2.41, compared to a current price of £0.78 — trading 67.5% below its estimated fair value. The current ROA % is 8.08%, which is 60% above median its 10-year median of 5.04 and 133.9% above the Business Services industry median of 3.46. GlobalData's overall GF Score™ is 76/100 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 GlobalData (LSE:DATA), the current ROA % is 8.08% 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.

Is GlobalData (LSE:DATA) Overvalued in 2026?

Based on GuruFocus' analysis, GlobalData stock appears to be undervalued. The current stock price of £0.78 is trading 67.5% below its estimated GF Value™ of £2.41. GuruFocus considers GlobalData to be Significantly Undervalued.

Key valuation signals for LSE:DATA:

  • ROA %: 8.08% (60% above median its 10-year median of 5.04)
  • GF Value™: £2.41 vs. price of £0.78 (67.5% below fair value)
  • GF Score™: 76/100 with 1 warning sign
  • Industry Position: 133.9% above the Business Services median (#437 of 1096)

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


GlobalData Business Description

Address John Carpenter Street, John Carpenter House, London, GBR, EC4Y 0AN
GlobalData PLC is engaged in providing a data, analytics, and insights platform that supports decision-making for businesses through proprietary data, research, and AI-driven intelligence solutions. The company provides subscription-based access to its analytics platforms along with ancillary services such as consulting, single-copy reports, custom research, and industry events. The company operates through two reportable segments: Data, Analytics and Insights: Healthcare, which provides intelligence and analytics services related to the healthcare industry, and Data, Analytics and Insights: Non-Healthcare, which provides data, research, and analytics across various non-healthcare industries.
76GF Score

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

£0.78
Price
£2.41
GF Value