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JPEL Private EquityLSE:JPEL 41 ROA % is -0.06% as of Dec. 2025. GuruFocus rates LSE:JPEL with a GF Score™ of 41/100. The stock has 2 warning signs investors should review. Among 1,637 Asset Management companies, JPEL Private Equity ranks worse than 84.48% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. JPEL Private Equity's annualizedNet Income for the quarter that ended in Dec. 2025 was $-0.02 Mil.
JPEL Private Equity's average Total Assets over the quarter that ended in Dec. 2025 was $29.64 Mil. Therefore, JPEL Private Equity's annualized ROA % for the quarter that ended in Dec. 2025 was -0.06%.
The historical rank and industry rank for JPEL Private Equity's ROA % or its related term are showing as below:
LSE:JPEL'
s ROA % Range Over the Past 10 Years
Min: -13 Med: -4.38 Max: 18.35
Current: -6.27
During the past 13 years, JPEL Private Equity's highest ROA % was 18.35%. The lowest was -13.00%. And the median was -4.38%.
LSE:JPEL's ROA % is ranked worse than 84.48% of 1637
companies
in the Asset Management industry
Industry Median: 4.2
vs LSE:JPEL: -6.27
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 (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.
JPEL Private Equity ROA % Related Terms
JPEL Private Equity ROA % Historical Data
* Premium members only.
The historical data trend for JPEL Private Equity'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, JPEL Private Equity'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.
JPEL Private Equity ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPEL Private Equity's ROA % distribution charts can be found below:
* The bar in red indicates where JPEL Private Equity'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 (Dec. 2025) net income data.
ROA % is displayed in the 30-year financial page.
JPEL Private Equity (LSE:JPEL) has a ROA % of -0.06% 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 JPEL Private Equity and its competitors. According to the industry distribution chart, JPEL Private Equity ranks #1383 out of 1637 companies in the Asset Management industry, placing it in the top 84.5%.
Is JPEL Private Equity's ROA % too high?
JPEL Private Equity's current ROA % is -0.06%. Based on the distribution chart, JPEL Private Equity ranks #1383 out of 1637 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, JPEL Private Equity has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does JPEL Private Equity's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPEL Private Equity ranks #1383 out of 1637 companies for ROA %. This places JPEL Private Equity in the lower half of its industry. The industry median ROA % is 4.20. 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 4.20, based on 1,637 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 JPEL Private Equity and its competitors. For the Asset Management industry, the median ROA % is 4.20 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JPEL Private Equity's current ROA % is -0.06%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPEL Private Equity stock overvalued right now?
JPEL Private Equity (LSE:JPEL) has a current ROA % of -0.06%. The current ROA % is -0.06%. JPEL Private Equity's overall GF Score™ is 41/100 with 2 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 JPEL Private Equity (LSE:JPEL), the current ROA % is -0.06% 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.
JPEL Private Equity Ltd, a Guernsey-registered closed-ended investment company, principally invests in private equity funds, unquoted and public companies, and its subsidiaries. The company's primary objective is to execute an orderly realisation of its investment portfolio and other assets to maximise returns for its US dollar Equity Shareholders. Operating across North America, Europe, Asia, and other regions, the majority of the company's revenue is generated from North America.
41GF Score
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