JPMorgan US Smaller ITLSE:JUSC +0.57%36 ROA % is 1.89% as of Dec. 2025, which is 74% below its 10-year median of 7.30. GuruFocus rates LSE:JUSC with a GF Score™ of 36/100. The stock has 3 warning signs investors should review. Among 1,632 Asset Management companies, JPMorgan US Smaller IT ranks worse than 89.64% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. JPMorgan US Smaller IT's annualizedNet Income for the quarter that ended in Dec. 2025 was £5.01 Mil.
JPMorgan US Smaller IT's average Total Assets over the quarter that ended in Dec. 2025 was £265.09 Mil. Therefore, JPMorgan US Smaller IT's annualized ROA % for the quarter that ended in Dec. 2025 was 1.89%.
The historical rank and industry rank for JPMorgan US Smaller IT's ROA % or its related term are showing as below:
LSE:JUSC'
s ROA % Range Over the Past 10 Years
Min: -12.38 Med: 7.3 Max: 35.06
Current: -12.38
During the past 13 years, JPMorgan US Smaller IT's highest ROA % was 35.06%. The lowest was -12.38%. And the median was 7.30%.
LSE:JUSC's ROA % is ranked worse than 89.64% of 1632
companies
in the Asset Management industry
Industry Median: 3.99
vs LSE:JUSC: -12.38
JPMorgan US Smaller IT (LSE:JUSC) 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 (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.
* 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 US Smaller IT'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 US Smaller IT ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPMorgan US Smaller IT's ROA % distribution charts can be found below:
* The bar in red indicates where JPMorgan US Smaller IT'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.
JPMorgan US Smaller IT (LSE:JUSC) has a ROA % of 1.89% 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 JPMorgan US Smaller IT and its competitors. This is 74% below median its historical median of 7.30. According to the industry distribution chart, JPMorgan US Smaller IT ranks #1463 out of 1632 companies in the Asset Management industry, placing it in the top 89.6%.
Is JPMorgan US Smaller IT's ROA % too high?
JPMorgan US Smaller IT's current ROA % of 1.89% is 74% below median its 10-year median of 7.30. The Asset Management industry median ROA % is 3.99. JPMorgan US Smaller IT's value of 1.89% is 52.6% below this industry median. Based on the distribution chart, JPMorgan US Smaller IT ranks #1463 out of 1632 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, JPMorgan US Smaller IT has a GF Score™ of 36/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan US Smaller IT's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan US Smaller IT ranks #1463 out of 1632 companies for ROA %. This places JPMorgan US Smaller IT in the lower half of its industry. The industry median ROA % is 3.99. JPMorgan US Smaller IT's value of 1.89% is 52.6% below this benchmark. While the company's 10-year median is 7.30 vs. the industry median of 3.99, JPMorgan US Smaller IT 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 US Smaller IT's current ROA % of 1.89% is 52.6% 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 US Smaller IT 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 US Smaller IT's current ROA % is 1.89%, which is 74% below median its own 10-year median of 7.30. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan US Smaller IT stock overvalued right now?
JPMorgan US Smaller IT (LSE:JUSC) has a current ROA % of 1.89%. The current ROA % is 1.89%, which is 74% below median its 10-year median of 7.30 and 52.6% below the Asset Management industry median of 3.99. JPMorgan US Smaller IT's overall GF Score™ is 36/100 with 3 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 US Smaller IT (LSE:JUSC), the current ROA % is 1.89% 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.
JPMorgan US Smaller Companies IT PLC is a UK-based investment company. It aims to achieve capital growth by investing in U.S. smaller companies. The company invests in a diversified portfolio and employs a manager with a focus on research and identifying attractive stocks in the U.S. smaller companies' universe. It reviews its performance against the Russell 2000 Index total return with net dividends reinvested, expressed in sterling terms which represent smaller companies' index, and is rebalanced annually to represent the bottom 10% by market capitalization of all quoted companies in the U.S.
36GF Score
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