North Americanome Trust (The) (LSE:NAIT) ROA %: 16.96% (As of Jan. 2026) — 164% Above Median


LSE:NAIT North American Income Trust (The) PLC LSE:NAIT
31 GF Score
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What is North Americanome Trust (The) ROA %?

North Americanome Trust (The) LSE:NAIT -0.46% 31 ROA % is 16.96% as of Jan. 2026, which is 164% above its 10-year median of 6.42. GuruFocus rates LSE:NAIT with a GF Score™ of 31/100. The stock has 6 warning signs investors should review. Among 1,632 Asset Management companies, North Americanome Trust (The) ranks better than 63.85% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. North Americanome Trust (The)'s annualized Net Income for the quarter that ended in Jan. 2026 was £83.55 Mil. North Americanome Trust (The)'s average Total Assets over the quarter that ended in Jan. 2026 was £492.67 Mil. Therefore, North Americanome Trust (The)'s annualized ROA % for the quarter that ended in Jan. 2026 was 16.96%.

The historical rank and industry rank for North Americanome Trust (The)'s ROA % or its related term are showing as below:

LSE:NAIT' s ROA % Range Over the Past 10 Years
Min: -5.66   Med: 6.42   Max: 32.07
Current: 6.96

During the past 13 years, North Americanome Trust (The)'s highest ROA % was 32.07%. The lowest was -5.66%. And the median was 6.42%.

LSE:NAIT's ROA % is ranked better than
63.85% of 1632 companies
in the Asset Management industry
Industry Median: 3.99 vs LSE:NAIT: 6.96

North Americanome Trust (The)  (LSE:NAIT) 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 bank’s 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:

ROA %(Q: Jan. 2026 )
=Net Income/Total Assets
=83.552/492.667
=(Net Income / Revenue)*(Revenue / Total Assets)
=(83.552 / 86.862)*(86.862 / 492.667)
=Net Margin %*Asset Turnover
=96.19 %*0.1763
=16.96 %

Note: The Net Income data used here is two times the semi-annual (Jan. 2026) net income data. The Revenue data used here is two times the semi-annual (Jan. 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.


North Americanome Trust (The) ROA % Related Terms


North Americanome Trust (The) ROA % Historical Data

* Premium members only.

The historical data trend for North Americanome Trust (The)'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.

North Americanome Trust (The) ROA % Chart

North Americanome Trust (The) Annual Data
Trend Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25 Jan26
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 20.71 8.31 -1.85 18.32 6.82

North Americanome Trust (The) Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 3.97 18.47 18.20 -2.82 16.96

LSE:NAIT vs BLK, BX, KKR: ROA % Comparison

For the Asset Management subindustry, North Americanome Trust (The)'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.


North Americanome Trust (The) ROA % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, North Americanome Trust (The)'s ROA % distribution charts can be found below:

* The bar in red indicates where North Americanome Trust (The)'s ROA % falls into.


LSE:NAIT
31GF Score
North American Income Trust (The) PLC LSE:NAIT
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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North Americanome Trust (The) ROA % Calculation

North Americanome Trust (The)'s annualized ROA % for the fiscal year that ended in Jan. 2026 is calculated as:

ROA %=Net Income (A: Jan. 2026 )/( (Total Assets (A: Jan. 2025 )+Total Assets (A: Jan. 2026 ))/ count )
=34.763/( (513.729+505.617)/ 2 )
=34.763/509.673
=6.82 %

North Americanome Trust (The)'s annualized ROA % for the quarter that ended in Jan. 2026 is calculated as:

ROA %=Net Income (Q: Jan. 2026 )/( (Total Assets (Q: Jul. 2025 )+Total Assets (Q: Jan. 2026 ))/ count )
=83.552/( (479.717+505.617)/ 2 )
=83.552/492.667
=16.96 %

* 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 (Jan. 2026) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 16.96% mean?
North Americanome Trust (The) (LSE:NAIT) has a ROA % of 16.96% as of Jan. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on North Americanome Trust (The) and its competitors. This is 164% above median its historical median of 6.42. According to the industry distribution chart, North Americanome Trust (The) ranks #590 out of 1632 companies in the Asset Management industry, placing it in the top 36.2%.
Is North Americanome Trust (The)'s ROA % too high?
North Americanome Trust (The)'s current ROA % of 16.96% is 164% above median its 10-year median of 6.42. The Asset Management industry median ROA % is 3.99. North Americanome Trust (The)'s value of 16.96% is 325.1% above this industry median. Based on the distribution chart, North Americanome Trust (The) ranks #590 out of 1632 companies in the Asset Management industry, which is above the industry midpoint. Overall, North Americanome Trust (The) has a GF Score™ of 31/100, reflecting its overall financial health beyond just this single metric.
How does North Americanome Trust (The)'s ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, North Americanome Trust (The) ranks #590 out of 1632 companies for ROA %. This puts North Americanome Trust (The) in the upper half of its industry. The industry median ROA % is 3.99. North Americanome Trust (The)'s value of 16.96% is 325.1% above this benchmark. While the company's 10-year median is 6.42 vs. the industry median of 3.99, North Americanome Trust (The) 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 1,632 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. North Americanome Trust (The)'s current ROA % of 16.96% is 325.1% 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 North Americanome Trust (The) 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. North Americanome Trust (The)'s current ROA % is 16.96%, which is 164% above median its own 10-year median of 6.42. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is North Americanome Trust (The) stock overvalued right now?
North Americanome Trust (The) (LSE:NAIT) has a current ROA % of 16.96%. The current ROA % is 16.96%, which is 164% above median its 10-year median of 6.42 and 325.1% above the Asset Management industry median of 3.99. North Americanome Trust (The)'s overall GF Score™ is 31/100 with 6 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 North Americanome Trust (The) (LSE:NAIT), the current ROA % is 16.96% as of Jan. 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.

North Americanome Trust (The) Business Description

Other Exchanges NAITl:UK
Address 4 North St. Andrew Street, Edinburgh, GBR, EH2 1HJ
North American Income Trust (The) PLC is a closed-end investment company. The objective of the company is to provide investors with above average dividend income and long-term capital growth through active management of a portfolio consisting predominately of S&P 500 U.S. equities.
31GF Score

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ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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