VH Global Energy Infrastructure (LSE:ENRG) ROA %: 5.56% (As of Dec. 2025) — Near Median


LSE:ENRG VH Global Energy Infrastructure PLC LSE:ENRG
37 GF Score
Price £0.72
! 7 Warning Signs
View Full Analysis

What is VH Global Energy Infrastructure ROA %?

VH Global Energy Infrastructure LSE:ENRG -0.55% 37 ROA % is 5.56% as of Dec. 2025, which is 6% above its 10-year median of 5.27. GuruFocus rates LSE:ENRG with a GF Score™ of 37/100. The stock has 7 warning signs investors should review. Among 1,632 Asset Management companies, VH Global Energy Infrastructure ranks worse than 54.04% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. VH Global Energy Infrastructure's annualized Net Income for the quarter that ended in Dec. 2025 was £22.36 Mil. VH Global Energy Infrastructure's average Total Assets over the quarter that ended in Dec. 2025 was £402.47 Mil. Therefore, VH Global Energy Infrastructure's annualized ROA % for the quarter that ended in Dec. 2025 was 5.56%.

The historical rank and industry rank for VH Global Energy Infrastructure's ROA % or its related term are showing as below:

LSE:ENRG' s ROA % Range Over the Past 10 Years
Min: -8.46   Med: 5.27   Max: 11.75
Current: 3.34

During the past 5 years, VH Global Energy Infrastructure's highest ROA % was 11.75%. The lowest was -8.46%. And the median was 5.27%.

LSE:ENRG's ROA % is ranked worse than
54.04% of 1632 companies
in the Asset Management industry
Industry Median: 3.985 vs LSE:ENRG: 3.34

VH Global Energy Infrastructure  (LSE:ENRG) 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
=22.362/402.4665
=(Net Income / Revenue)*(Revenue / Total Assets)
=(22.362 / 25.716)*(25.716 / 402.4665)
=Net Margin %*Asset Turnover
=86.96 %*0.0639
=5.56 %

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.


VH Global Energy Infrastructure ROA % Related Terms


VH Global Energy Infrastructure ROA % Historical Data

* Premium members only.

The historical data trend for VH Global Energy Infrastructure'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.

VH Global Energy Infrastructure ROA % Chart

VH Global Energy Infrastructure Annual Data
Trend Dec21 Dec22 Dec23 Dec24 Dec25
ROA %
0.00 7.21 11.75 -8.46 3.32

VH Global Energy Infrastructure Semi-Annual Data
Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROA % Get a 7-Day Free Trial Premium Member Only 14.83 -6.90 -10.12 1.16 5.56

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

For the Asset Management subindustry, VH Global Energy Infrastructure'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.


VH Global Energy Infrastructure ROA % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, VH Global Energy Infrastructure's ROA % distribution charts can be found below:

* The bar in red indicates where VH Global Energy Infrastructure's ROA % falls into.


LSE:ENRG
37GF Score
VH Global Energy Infrastructure PLC LSE:ENRG
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

VH Global Energy Infrastructure ROA % Calculation

VH Global Energy Infrastructure'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 )
=13.533/( (409.043+405.204)/ 2 )
=13.533/407.1235
=3.32 %

VH Global Energy Infrastructure'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 )
=22.362/( (399.729+405.204)/ 2 )
=22.362/402.4665
=5.56 %

* 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 5.56% mean?
VH Global Energy Infrastructure (LSE:ENRG) has a ROA % of 5.56% 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 VH Global Energy Infrastructure and its competitors. This is near median its historical median of 5.27. According to the industry distribution chart, VH Global Energy Infrastructure ranks #882 out of 1632 companies in the Asset Management industry, placing it in the top 54%.
Is VH Global Energy Infrastructure's ROA % too high?
VH Global Energy Infrastructure's current ROA % of 5.56% is near median its 10-year median of 5.27. The Asset Management industry median ROA % is 3.99. VH Global Energy Infrastructure's value of 5.56% is 39.5% above this industry median. Based on the distribution chart, VH Global Energy Infrastructure ranks #882 out of 1632 companies in the Asset Management industry, which is below the industry midpoint. Overall, VH Global Energy Infrastructure has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does VH Global Energy Infrastructure's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, VH Global Energy Infrastructure ranks #882 out of 1632 companies for ROA %. This places VH Global Energy Infrastructure in the lower half of its industry. The industry median ROA % is 3.99. VH Global Energy Infrastructure's value of 5.56% is 39.5% above this benchmark. While the company's 10-year median is 5.27 vs. the industry median of 3.99, VH Global Energy Infrastructure 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. VH Global Energy Infrastructure's current ROA % of 5.56% is 39.5% 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 VH Global Energy Infrastructure 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. VH Global Energy Infrastructure's current ROA % is 5.56%, which is near median its own 10-year median of 5.27. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is VH Global Energy Infrastructure stock overvalued right now?
VH Global Energy Infrastructure (LSE:ENRG) has a current ROA % of 5.56%. The current ROA % is 5.56%, which is near median its 10-year median of 5.27 and 39.5% above the Asset Management industry median of 3.99. VH Global Energy Infrastructure's overall GF Score™ is 37/100 with 7 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 VH Global Energy Infrastructure (LSE:ENRG), the current ROA % is 5.56% 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.

VH Global Energy Infrastructure Business Description

Address 20 Fenchurch Street, 5th Floor, London, GBR, EC4M 7WS
VH Global Energy Infrastructure PLC is a closed-ended investment company that provides exposure to a globally and technologically diversified portfolio of sustainable energy infrastructure assets that support the Sustainable Development Goals (SDGs) and are essential for the transition to net zero globally. The company's investment objective is to generate stable returns, principally in the form of income distributions, by originating, structuring, and facilitating the deployment of the capital into a diversified portfolio of sustainable energy infrastructure, predominantly in countries that are members of the EU, OECD, OECD Key Partner countries or OECD Accession countries.
37GF Score

Get the complete analysis for LSE:ENRG

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

£0.72
Price