Oxford Technology 2 Venture Capital Trust (LSE:OXH) ROA %: 13.53% (As of Feb. 2026)


What is Oxford Technology 2 Venture Capital Trust ROA %?

Oxford Technology 2 Venture Capital Trust LSE:OXH ROA % is 13.53% as of Feb. 2026. The stock has 4 warning signs investors should review. Among 1,635 Asset Management companies, Oxford Technology 2 Venture Capital Trust ranks better than 73.94% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Oxford Technology 2 Venture Capital Trust's annualized Net Income for the quarter that ended in Feb. 2026 was £0.89 Mil. Oxford Technology 2 Venture Capital Trust's average Total Assets over the quarter that ended in Feb. 2026 was £6.55 Mil. Therefore, Oxford Technology 2 Venture Capital Trust's annualized ROA % for the quarter that ended in Feb. 2026 was 13.53%.

The historical rank and industry rank for Oxford Technology 2 Venture Capital Trust's ROA % or its related term are showing as below:

LSE:OXH' s ROA % Range Over the Past 10 Years
Min: -34.29   Med: -3.99   Max: 27.32
Current: 10.61

During the past 13 years, Oxford Technology 2 Venture Capital Trust's highest ROA % was 27.32%. The lowest was -34.29%. And the median was -3.99%.

LSE:OXH's ROA % is ranked better than
73.94% of 1635 companies
in the Asset Management industry
Industry Median: 3.97 vs LSE:OXH: 10.61

Oxford Technology 2 Venture Capital Trust  (LSE:OXH) 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: Feb. 2026 )
=Net Income/Total Assets
=0.886/6.547
=(Net Income / Revenue)*(Revenue / Total Assets)
=(0.886 / 1.06)*(1.06 / 6.547)
=Net Margin %*Asset Turnover
=83.58 %*0.1619
=13.53 %

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.

Oxford Technology 2 Venture Capital Trust ROA % Related Terms

Oxford Technology 2 Venture Capital Trust ROA % Historical Data

* Premium members only.

The historical data trend for Oxford Technology 2 Venture Capital Trust'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.

Oxford Technology 2 Venture Capital Trust ROA % Chart

Oxford Technology 2 Venture Capital Trust Annual Data
Trend Feb17 Feb18 Feb19 Feb20 Feb21 Feb22 Feb23 Feb24 Feb25 Feb26
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 24.85 -34.29 -20.99 -22.08 10.57

Oxford Technology 2 Venture Capital Trust Semi-Annual Data
Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25 Feb26
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 -0.03 -2.83 -41.32 7.57 13.53

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

For the Asset Management subindustry, Oxford Technology 2 Venture Capital Trust'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.

Oxford Technology 2 Venture Capital Trust ROA % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Oxford Technology 2 Venture Capital Trust's ROA % distribution charts can be found below:

* The bar in red indicates where Oxford Technology 2 Venture Capital Trust's ROA % falls into.


Oxford Technology 2 Venture Capital Trust ROA % Calculation

Oxford Technology 2 Venture Capital Trust's annualized ROA % for the fiscal year that ended in Feb. 2026 is calculated as:

ROA %=Net Income (A: Feb. 2026 )/( (Total Assets (A: Feb. 2025 )+Total Assets (A: Feb. 2026 ))/ count )
=0.677/( (6.042+6.77)/ 2 )
=0.677/6.406
=10.57 %

Oxford Technology 2 Venture Capital Trust's annualized ROA % for the quarter that ended in Feb. 2026 is calculated as:

ROA %=Net Income (Q: Feb. 2026 )/( (Total Assets (Q: Aug. 2025 )+Total Assets (Q: Feb. 2026 ))/ count )
=0.886/( (6.324+6.77)/ 2 )
=0.886/6.547
=13.53 %

* 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.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 13.53% mean?
Oxford Technology 2 Venture Capital Trust (LSE:OXH) has a ROA % of 13.53% 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 Oxford Technology 2 Venture Capital Trust and its competitors. According to the industry distribution chart, Oxford Technology 2 Venture Capital Trust ranks #426 out of 1635 companies in the Asset Management industry, placing it in the top 26.1%.
Is Oxford Technology 2 Venture Capital Trust's ROA % too high?
Oxford Technology 2 Venture Capital Trust's current ROA % is 13.53%. The Asset Management industry median ROA % is 3.97. Oxford Technology 2 Venture Capital Trust's value of 13.53% is 240.8% above this industry median. Based on the distribution chart, Oxford Technology 2 Venture Capital Trust ranks #426 out of 1635 companies in the Asset Management industry, which is above the industry midpoint.
How does Oxford Technology 2 Venture Capital Trust's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Oxford Technology 2 Venture Capital Trust ranks #426 out of 1635 companies for ROA %. This puts Oxford Technology 2 Venture Capital Trust in the upper half of its industry. The industry median ROA % is 3.97. Oxford Technology 2 Venture Capital Trust's value of 13.53% is 240.8% above this benchmark. 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 3.97, based on 1,635 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. Oxford Technology 2 Venture Capital Trust's current ROA % of 13.53% is 240.8% 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 Oxford Technology 2 Venture Capital Trust and its competitors. For the Asset Management industry, the median ROA % is 3.97 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oxford Technology 2 Venture Capital Trust's current ROA % is 13.53%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oxford Technology 2 Venture Capital Trust stock overvalued right now?
Oxford Technology 2 Venture Capital Trust (LSE:OXH) has a current ROA % of 13.53%. The current ROA % is 13.53% and 240.8% above the Asset Management industry median of 3.97. 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 Oxford Technology 2 Venture Capital Trust (LSE:OXH), the current ROA % is 13.53% 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.

Oxford Technology 2 Venture Capital Trust Business Description

Address Magdalen Centre, Oxford Science Park, Oxford, GBR, OX4 4GA
Oxford Technology 2 Venture Capital Trust PLC is active in the financial services sector. The company operates as a venture capital trust managed by OT2 Managers Ltd. Its core feature is that it invests in early-stage and start-up technology companies, which provide good yields but are risky to invest in. The company's portfolio comprises unlisted, UK-based companies belonging to the science, technology, and engineering businesses.