IMI (LSE:IMI) ROA %: 15.61% (As of Dec. 2025) — 63% Above Median


LSE:IMI IMI PLC LSE:IMI
86 GF Score
Price £29.24
GF Value £19.96
Valuation Significantly Overvalued
! 5 Warning Signs
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What is IMI ROA %?

IMI LSE:IMI -1.15% 86 ROA % is 15.61% as of Dec. 2025, which is 63% above its 10-year median of 9.57. GuruFocus rates LSE:IMI with a GF Score™ of 86/100 and a GF Value™ of £19.96 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 3,081 Industrial Products companies, IMI ranks better than 92.53% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. IMI's annualized Net Income for the quarter that ended in Dec. 2025 was £388 Mil. IMI's average Total Assets over the quarter that ended in Dec. 2025 was £2,489 Mil. Therefore, IMI's annualized ROA % for the quarter that ended in Dec. 2025 was 15.61%.

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

LSE:IMI' s ROA % Range Over the Past 10 Years
Min: 8.2   Med: 9.57   Max: 12.47
Current: 12.45

During the past 13 years, IMI's highest ROA % was 12.47%. The lowest was 8.20%. And the median was 9.57%.

LSE:IMI's ROA % is ranked better than
92.53% of 3081 companies
in the Industrial Products industry
Industry Median: 3.06 vs LSE:IMI: 12.45

IMI  (LSE:IMI) 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
=388.4/2488.55
=(Net Income / Revenue)*(Revenue / Total Assets)
=(388.4 / 2426)*(2426 / 2488.55)
=Net Margin %*Asset Turnover
=16.01 %*0.9749
=15.61 %

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.


IMI ROA % Related Terms


IMI ROA % Historical Data

* Premium members only.

The historical data trend for IMI'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.

IMI ROA % Chart

IMI 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 9.51 9.63 9.49 10.02 12.47

IMI 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 10.32 9.98 9.78 9.28 15.61

LSE:IMI vs GEV, ETN, PH: ROA % Comparison

For the Specialty Industrial Machinery subindustry, IMI'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.


IMI ROA % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, IMI's ROA % distribution charts can be found below:

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


LSE:IMI
86GF Score
IMI PLC LSE:IMI
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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IMI ROA % Calculation

IMI'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 )
=309.9/( (2490.5+2480.1)/ 2 )
=309.9/2485.3
=12.47 %

IMI'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 )
=388.4/( (2497+2480.1)/ 2 )
=388.4/2488.55
=15.61 %

* 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 15.61% mean?
IMI (LSE:IMI) has a ROA % of 15.61% 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 IMI and its competitors. This is 63% above median its historical median of 9.57. Over the past decade, IMI's ROA % has ranged from 8.20 to 12.47. According to the industry distribution chart, IMI ranks #230 out of 3081 companies in the Industrial Products industry, placing it in the top 7.5%.
Is IMI's ROA % too high?
IMI's current ROA % of 15.61% is 63% above median its 10-year median of 9.57. Over the past 10 years, this metric has ranged from a low of 8.20 to a high of 12.47. The Industrial Products industry median ROA % is 3.06. IMI's value of 15.61% is 410.1% above this industry median. Based on the distribution chart, IMI ranks #230 out of 3081 companies in the Industrial Products industry, which is in the top quartile — a strong position relative to peers. Overall, IMI has a GF Score™ of 86/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does IMI's ROA % compare to GEV and ETN?
According to the Industrial Products industry distribution chart, IMI ranks #230 out of 3081 companies for ROA %. This places IMI in the top 8% of its industry — outperforming the majority of peers. The industry median ROA % is 3.06. IMI's value of 15.61% is 410.1% above this benchmark. Historically, IMI's own ROA % has ranged from 8.20 to 12.47 over the past decade. While the company's 10-year median is 9.57 vs. the industry median of 3.06, IMI 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 Industrial Products company?
The median ROA % among Industrial Products companies is 3.06, based on 3,081 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. IMI's current ROA % of 15.61% is 410.1% 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 IMI and its competitors. For the Industrial Products industry, the median ROA % is 3.06 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. IMI's current ROA % is 15.61%, which is 63% above median its own 10-year median of 9.57. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is IMI stock overvalued right now?
Based on GuruFocus' analysis, IMI (LSE:IMI) is currently considered Significantly Overvalued. The stock's GF Value™ is £19.96, compared to a current price of £29.24 — trading 46.5% above its estimated fair value. The current ROA % is 15.61%, which is 63% above median its 10-year median of 9.57 and 410.1% above the Industrial Products industry median of 3.06. IMI's overall GF Score™ is 86/100 with 5 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 IMI (LSE:IMI), the current ROA % is 15.61% 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 IMI (LSE:IMI) Overvalued in 2026?

Based on GuruFocus' analysis, IMI stock appears to be overvalued. The current stock price of £29.24 is trading 46.5% above its estimated GF Value™ of £19.96. GuruFocus considers IMI to be Significantly Overvalued.

Key valuation signals for LSE:IMI:

  • ROA %: 15.61% (63% above median its 10-year median of 9.57)
  • GF Value™: £19.96 vs. price of £29.24 (46.5% above fair value)
  • GF Score™: 86/100 with 5 warning signs
  • Industry Position: 410.1% above the Industrial Products median (#230 of 3081)

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


IMI Business Description

Address Lakeside, Solihull Parkway, Birmingham Business Park, West Midlands, Birmingham, GBR, B37 7XZ
IMI PLC is engaged in designing, building, and servicing engineered products in fluid and motion control applications. It develops technologies centered around valves and actuators to improve processes. It focuses on five market sectors: Process Automation, Industrial Automation, Life Science and Fluid Control, Climate Control, and Transport. The company's segments include: i) Automation: The Automation segment provides technologies and solutions for process and industrial automation, and ii) Life Technology: This segment develops technologies used in areas such as climate control, transport, and life sciences. The majority of the company's revenue is derived from the Automation segment. Geographically, it generates the maximum revenue from Europe.
86GF Score

Get the complete analysis for LSE:IMI

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

£29.24
Price
£19.96
GF Value