JZ Capital PartnersLSE:JZCP -2.30%42 ROA % is 4.66% as of Feb. 2026, which is 9220% above its 10-year median of 0.05. GuruFocus rates LSE:JZCP with a GF Score™ of 42/100 and a GF Value™ of £5.87 (Significantly Undervalued). Among 1,631 Asset Management companies, JZ Capital Partners ranks worse than 61.68% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. JZ Capital Partners's annualizedNet Income for the quarter that ended in Feb. 2026 was £8.52 Mil.
JZ Capital Partners's average Total Assets over the quarter that ended in Feb. 2026 was £182.83 Mil. Therefore, JZ Capital Partners's annualized ROA % for the quarter that ended in Feb. 2026 was 4.66%.
The historical rank and industry rank for JZ Capital Partners's ROA % or its related term are showing as below:
LSE:JZCP'
s ROA % Range Over the Past 10 Years
Min: -32.68 Med: 0.05 Max: 2.17
Current: 1.83
During the past 13 years, JZ Capital Partners's highest ROA % was 2.17%. The lowest was -32.68%. And the median was 0.05%.
LSE:JZCP's ROA % is ranked worse than 61.68% of 1631
companies
in the Asset Management industry
Industry Median: 3.99
vs LSE:JZCP: 1.83
JZ Capital Partners (LSE:JZCP) 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 (Feb. 2026) net income data. The Revenue data used here is two times the semi-annual (Feb. 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.
JZ Capital Partners ROA % Related Terms
JZ Capital Partners ROA % Historical Data
* Premium members only.
The historical data trend for JZ Capital Partners'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, JZ Capital Partners'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.
JZ Capital Partners ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JZ Capital Partners's ROA % distribution charts can be found below:
* The bar in red indicates where JZ Capital Partners'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 (Feb. 2026) net income data.
ROA % is displayed in the 30-year financial page.
JZ Capital Partners (LSE:JZCP) has a ROA % of 4.66% as of Feb. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on JZ Capital Partners and its competitors. This is 9220% above median its historical median of 0.05. According to the industry distribution chart, JZ Capital Partners ranks #1006 out of 1631 companies in the Asset Management industry, placing it in the top 61.7%.
Is JZ Capital Partners' ROA % too high?
JZ Capital Partners' current ROA % of 4.66% is 9220% above median its 10-year median of 0.05. The Asset Management industry median ROA % is 3.99. JZ Capital Partners' value of 4.66% is 16.8% above this industry median. Based on the distribution chart, JZ Capital Partners ranks #1006 out of 1631 companies in the Asset Management industry, which is below the industry midpoint. Overall, JZ Capital Partners has a GF Score™ of 42/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does JZ Capital Partners' ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, JZ Capital Partners ranks #1006 out of 1631 companies for ROA %. This places JZ Capital Partners in the lower half of its industry. The industry median ROA % is 3.99. JZ Capital Partners' value of 4.66% is 16.8% above this benchmark. While the company's 10-year median is 0.05 vs. the industry median of 3.99, JZ Capital Partners 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 1,631 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. JZ Capital Partners's current ROA % of 4.66% is 16.8% 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 JZ Capital Partners 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. JZ Capital Partners's current ROA % is 4.66%, which is 9220% above median its own 10-year median of 0.05. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JZ Capital Partners stock overvalued right now?
Based on GuruFocus' analysis, JZ Capital Partners (LSE:JZCP) is currently considered Significantly Undervalued. The stock's GF Value™ is £5.87, compared to a current price of £1.70 — trading 71% below its estimated fair value. The current ROA % is 4.66%, which is 9220% above median its 10-year median of 0.05 and 16.8% above the Asset Management industry median of 3.99. JZ Capital Partners' overall GF Score™ is 42/100. 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 JZ Capital Partners (LSE:JZCP), the current ROA % is 4.66% as of Feb. 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 JZ Capital Partners (LSE:JZCP) Overvalued in 2026?
Based on GuruFocus' analysis, JZ Capital Partners stock appears to be undervalued.
The current stock price of £1.70 is trading 71% below its estimated GF Value™ of £5.87.
GuruFocus considers JZ Capital Partners to be Significantly Undervalued.
Key valuation signals for LSE:JZCP:
ROA %: 4.66% (9220% above median its 10-year median of 0.05)
GF Value™: £5.87 vs. price of £1.70 (71% below fair value)
Industry Position: 16.8% above the Asset Management median (#1006 of 1631)
No single metric tells the full story. See the LSE:JZCP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
JZ Capital Partners Ltd is a closed-ended investment company that seeks to maximise and realise the value of its investments in US and European micro-cap companies and US real estate, and to return capital to shareholders. The Company has investments in US and European micro-cap companies as well as real estate properties in the US. Its segments comprise a portfolio of US micro-cap investments, European micro-cap investments, real estate investments and other investments, with the US micro-cap investments segment generating maximum revenue. Its investments span Industrial, Financial Services, Real Estate, Transportation/Logistics and other sectors.
42GF Score
Get the complete analysis for LSE:JZCP
ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
LSE:JZCP has been successfully added to your 
