ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Neuberger Private Equity Partners's annualizedNet Income for the quarter that ended in Dec. 2025 was £-6.99 Mil.
Neuberger Private Equity Partners's average Total Assets over the quarter that ended in Dec. 2025 was £997.09 Mil. Therefore, Neuberger Private Equity Partners's annualized ROA % for the quarter that ended in Dec. 2025 was -0.70%.
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.
Neuberger Private Equity Partners ROA % Related Terms
Neuberger Private Equity Partners ROA % Historical 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.
For the Asset Management subindustry, Neuberger Private Equity 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.
Neuberger Private Equity Partners ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Neuberger Private Equity Partners's ROA % distribution charts can be found below:
* The bar in red indicates where Neuberger Private Equity 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 (Dec. 2025) net income data.
ROA % is displayed in the 30-year financial page.
Neuberger Private Equity Partners (LSE:NBPE) has a ROA % of -0.70% 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 Neuberger Private Equity Partners and its competitors. According to the industry distribution chart, Neuberger Private Equity Partners ranks #925 out of 1632 companies in the Asset Management industry, placing it in the top 56.7%.
Is Neuberger Private Equity Partners' ROA % too high?
Neuberger Private Equity Partners' current ROA % is -0.70%. Based on the distribution chart, Neuberger Private Equity Partners ranks #925 out of 1632 companies in the Asset Management industry, which is below the industry midpoint. Overall, Neuberger Private Equity Partners has a GF Score™ of 29/100, reflecting its overall financial health beyond just this single metric.
How does Neuberger Private Equity Partners' ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Neuberger Private Equity Partners ranks #925 out of 1632 companies for ROA %. This places Neuberger Private Equity Partners in the lower half of its industry. The industry median ROA % is 3.99. 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. 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 Neuberger Private Equity 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. Neuberger Private Equity Partners's current ROA % is -0.70%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Neuberger Private Equity Partners stock overvalued right now?
Neuberger Private Equity Partners (LSE:NBPE) has a current ROA % of -0.70%. The current ROA % is -0.70%. Neuberger Private Equity Partners' overall GF Score™ is 29/100 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 Neuberger Private Equity Partners (LSE:NBPE), the current ROA % is -0.70% 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.
Neuberger Private Equity Partners Business Description
Neuberger Private Equity Partners Ltd is a closed-ended investment company. It principal activity of the group is to invest in direct private equity investments by co-investing alongside private equity sponsors in their core areas of expertise. It also invests in income-oriented investments, the debt of private equity-backed companies. Investments are made across various sectors such as financial services, consumer discretionary, and industrial sectors. Its portfolio is invested in North America, Europe, Asia, and the Rest of the World.
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