LSE:JFJ'
s ROA % Range Over the Past 10 Years
Min: -37.27 Med: 13.44 Max: 26.73
Current: 19.87
During the past 13 years, JPMorgan Japanese Investment Trust's highest ROA % was 26.73%. The lowest was -37.27%. And the median was 13.44%.
LSE:JFJ's ROA % is ranked better than 88.6% of 1632
companies
in the Asset Management industry
Industry Median: 3.99
vs LSE:JFJ: 19.87
JPMorgan Japanese Investment Trust (LSE:JFJ) 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 (Mar. 2026) net income data. The Revenue data used here is two times the semi-annual (Mar. 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.
JPMorgan Japanese Investment Trust ROA % Related Terms
JPMorgan Japanese Investment Trust ROA % Historical 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.
For the Asset Management subindustry, JPMorgan Japanese 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.
JPMorgan Japanese Investment Trust ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPMorgan Japanese Investment Trust's ROA % distribution charts can be found below:
* The bar in red indicates where JPMorgan Japanese Investment Trust'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 (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
JPMorgan Japanese Investment Trust (LSE:JFJ) has a ROA % of 3.07% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on JPMorgan Japanese Investment Trust and its competitors. This is 77% below median its historical median of 13.44. According to the industry distribution chart, JPMorgan Japanese Investment Trust ranks #186 out of 1632 companies in the Asset Management industry, placing it in the top 11.4%.
Is JPMorgan Japanese Investment Trust's ROA % too high?
JPMorgan Japanese Investment Trust's current ROA % of 3.07% is 77% below median its 10-year median of 13.44. The Asset Management industry median ROA % is 3.99. JPMorgan Japanese Investment Trust's value of 3.07% is 23.1% below this industry median. Based on the distribution chart, JPMorgan Japanese Investment Trust ranks #186 out of 1632 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, JPMorgan Japanese Investment Trust has a GF Score™ of 50/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does JPMorgan Japanese Investment Trust's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan Japanese Investment Trust ranks #186 out of 1632 companies for ROA %. This places JPMorgan Japanese Investment Trust in the top 11% of its industry — outperforming the majority of peers. The industry median ROA % is 3.99. JPMorgan Japanese Investment Trust's value of 3.07% is 23.1% below this benchmark. While the company's 10-year median is 13.44 vs. the industry median of 3.99, JPMorgan Japanese Investment Trust has consistently been below 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. JPMorgan Japanese Investment Trust's current ROA % of 3.07% is 23.1% below 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 JPMorgan Japanese 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. JPMorgan Japanese Investment Trust's current ROA % is 3.07%, which is 77% below median its own 10-year median of 13.44. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan Japanese Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, JPMorgan Japanese Investment Trust (LSE:JFJ) is currently considered Fairly Valued. The stock's GF Value™ is £8.88, compared to a current price of £8.17 — trading 8% below its estimated fair value. The current ROA % is 3.07%, which is 77% below median its 10-year median of 13.44 and 23.1% below the Asset Management industry median of 3.99. JPMorgan Japanese Investment Trust's overall GF Score™ is 50/100 with 4 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 JPMorgan Japanese Investment Trust (LSE:JFJ), the current ROA % is 3.07% as of Mar. 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.
Is JPMorgan Japanese Investment Trust (LSE:JFJ) Overvalued in 2026?
Based on GuruFocus' analysis, JPMorgan Japanese Investment Trust stock appears to be undervalued.
The current stock price of £8.17 is trading 8% below its estimated GF Value™ of £8.88.
GuruFocus considers JPMorgan Japanese Investment Trust to be Fairly Valued.
Key valuation signals for LSE:JFJ:
ROA %: 3.07% (77% below median its 10-year median of 13.44)
GF Value™: £8.88 vs. price of £8.17 (8% below fair value)
Industry Position: 23.1% below the Asset Management median (#186 of 1632)
No single metric tells the full story. See the LSE:JFJ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
JPMorgan Japanese Investment Trust Business Description
JPMorgan Japanese Investment Trust PLC is an investment trust with the objective to provide shareholders with capital growth from investment in Japanese companies. The trust considers its benchmark as the Tokyo Stock Exchange First Section Index(TOPIX). The Company is managed with an unconstrained investment approach to deliver a high conviction, high-quality, and growth-focused portfolio, investing in companies of all sizes with the potential to compound earnings over the long term.
50GF Score
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