Marwyn Value InvestorsLSE:MVR2 57 ROA % is 34.61% as of Dec. 2025, which is 927% above its 10-year median of 3.37. GuruFocus rates LSE:MVR2 with a GF Score™ of 57/100 and a GF Value™ of £1.75 (Possible Value Trap). The stock has 4 warning signs investors should review. Among 1,639 Asset Management companies, Marwyn Value Investors ranks better than 94.94% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Marwyn Value Investors's annualizedNet Income for the quarter that ended in Dec. 2025 was £47.72 Mil.
Marwyn Value Investors's average Total Assets over the quarter that ended in Dec. 2025 was £137.88 Mil. Therefore, Marwyn Value Investors's annualized ROA % for the quarter that ended in Dec. 2025 was 34.61%.
The historical rank and industry rank for Marwyn Value Investors's ROA % or its related term are showing as below:
LSE:MVR2'
s ROA % Range Over the Past 10 Years
Min: -21.36 Med: 3.37 Max: 29.59
Current: 29.59
During the past 13 years, Marwyn Value Investors's highest ROA % was 29.59%. The lowest was -21.36%. And the median was 3.37%.
LSE:MVR2's ROA % is ranked better than 94.94% of 1639
companies
in the Asset Management industry
Industry Median: 3.95
vs LSE:MVR2: 29.59
Marwyn Value Investors (LSE:MVR2) 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, Marwyn Value Investors'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.
Marwyn Value Investors ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Marwyn Value Investors's ROA % distribution charts can be found below:
* The bar in red indicates where Marwyn Value Investors'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.
Marwyn Value Investors (LSE:MVR2) has a ROA % of 34.61% 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 Marwyn Value Investors and its competitors. This is 927% above median its historical median of 3.37. According to the industry distribution chart, Marwyn Value Investors ranks #83 out of 1639 companies in the Asset Management industry, placing it in the top 5.1%.
Is Marwyn Value Investors' ROA % too high?
Marwyn Value Investors' current ROA % of 34.61% is 927% above median its 10-year median of 3.37. The Asset Management industry median ROA % is 3.95. Marwyn Value Investors' value of 34.61% is 776.2% above this industry median. Based on the distribution chart, Marwyn Value Investors ranks #83 out of 1639 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Marwyn Value Investors has a GF Score™ of 57/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Marwyn Value Investors' ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Marwyn Value Investors ranks #83 out of 1639 companies for ROA %. This places Marwyn Value Investors in the top 5% of its industry — outperforming the majority of peers. The industry median ROA % is 3.95. Marwyn Value Investors' value of 34.61% is 776.2% above this benchmark. While the company's 10-year median is 3.37 vs. the industry median of 3.95, Marwyn Value Investors 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 3.95, based on 1,639 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. Marwyn Value Investors's current ROA % of 34.61% is 776.2% 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 Marwyn Value Investors and its competitors. For the Asset Management industry, the median ROA % is 3.95 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Marwyn Value Investors's current ROA % is 34.61%, which is 927% above median its own 10-year median of 3.37. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Marwyn Value Investors stock overvalued right now?
Based on GuruFocus' analysis, Marwyn Value Investors (LSE:MVR2) is currently considered Possible Value Trap. The stock's GF Value™ is £1.75, compared to a current price of £1.05 — trading 40% below its estimated fair value. The current ROA % is 34.61%, which is 927% above median its 10-year median of 3.37 and 776.2% above the Asset Management industry median of 3.95. Marwyn Value Investors' overall GF Score™ is 57/100 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 Marwyn Value Investors (LSE:MVR2), the current ROA % is 34.61% 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 Marwyn Value Investors (LSE:MVR2) Overvalued in 2026?
Based on GuruFocus' analysis, Marwyn Value Investors stock appears to be undervalued.
The current stock price of £1.05 is trading 40% below its estimated GF Value™ of £1.75.
GuruFocus considers Marwyn Value Investors to be Possible Value Trap.
Key valuation signals for LSE:MVR2:
ROA %: 34.61% (927% above median its 10-year median of 3.37)
GF Value™: £1.75 vs. price of £1.05 (40% below fair value)
Industry Position: 776.2% above the Asset Management median (#83 of 1639)
No single metric tells the full story. See the LSE:MVR2 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Marwyn Value Investors Ltd is a closed-ended investment fund. The fund's investment objective is to maximize total returns on its capital through the capital appreciation of its investments. The company invests in sectors that include automotive, Construction Materials, Healthcare, Remediation, media, Confectionery, and others. It's a feeder fund that has invested substantially all of its assets into limited partnership interests in the Master Fund. Its Master Fund has invested in a second master fund, MVI II LP, a private equity fund structure through which the majority of the Master Fund's investments attributable to ordinary shareholders are made.
57GF Score
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