LSE:SBO's ROA % is ranked worse than 59.27% of 1635
companies
in the Asset Management industry
Industry Median: 3.97
vs LSE:SBO: 2.24
Schroder British Opportunities Trust (LSE:SBO) 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 (Sep. 2025) net income data. The Revenue data used here is two times the semi-annual (Sep. 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.
Schroder British Opportunities Trust ROA % Related Terms
Schroder British Opportunities Trust 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.
Schroder British Opportunities Trust ROA % Chart
Schroder British Opportunities Trust Annual Data
Trend
Jun21
Mar23
Mar24
Mar25
ROA %
0.00
2.45
2.43
0.43
Schroder British Opportunities Trust Semi-Annual Data
For the Asset Management subindustry, Schroder British Opportunities 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.
Schroder British Opportunities Trust ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Schroder British Opportunities Trust's ROA % distribution charts can be found below:
* The bar in red indicates where Schroder British Opportunities Trust'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 (Sep. 2025) net income data.
ROA % is displayed in the 30-year financial page.
Schroder British Opportunities Trust (LSE:SBO) has a ROA % of -1.14% as of Sep. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Schroder British Opportunities Trust and its competitors. Over the past decade, Schroder British Opportunities Trust's ROA % has ranged from 0.43 to 2.45. According to the industry distribution chart, Schroder British Opportunities Trust ranks #969 out of 1635 companies in the Asset Management industry, placing it in the top 59.3%.
Is Schroder British Opportunities Trust's ROA % too high?
Schroder British Opportunities Trust's current ROA % is -1.14%. Over the past 10 years, this metric has ranged from a low of 0.43 to a high of 2.45. Based on the distribution chart, Schroder British Opportunities Trust ranks #969 out of 1635 companies in the Asset Management industry, which is below the industry midpoint. Overall, Schroder British Opportunities Trust has a GF Score™ of 40/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Schroder British Opportunities Trust's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroder British Opportunities Trust ranks #969 out of 1635 companies for ROA %. This places Schroder British Opportunities Trust in the lower half of its industry. The industry median ROA % is 3.97. Historically, Schroder British Opportunities Trust's own ROA % has ranged from 0.43 to 2.45 over the past decade. 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. 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 Schroder British Opportunities 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. Schroder British Opportunities Trust's current ROA % is -1.14%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroder British Opportunities Trust stock overvalued right now?
Based on GuruFocus' analysis, Schroder British Opportunities Trust (LSE:SBO) is currently considered Fairly Valued. The stock's GF Value™ is £0.69, compared to a current price of £0.69 — trading 0.4% above its estimated fair value. The current ROA % is -1.14%. Schroder British Opportunities Trust's overall GF Score™ is 40/100 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 Schroder British Opportunities Trust (LSE:SBO), the current ROA % is -1.14% as of Sep. 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 Schroder British Opportunities Trust (LSE:SBO) Overvalued in 2026?
Based on GuruFocus' analysis, Schroder British Opportunities Trust stock appears to be overvalued.
The current stock price of £0.69 is trading 0.4% above its estimated GF Value™ of £0.69.
GuruFocus considers Schroder British Opportunities Trust to be Fairly Valued.
Key valuation signals for LSE:SBO:
ROA %: -1.14%
GF Value™: £0.69 vs. price of £0.69 (0.4% above fair value)
No single metric tells the full story. See the LSE:SBO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Schroder British Opportunities Trust Business Description
Schroder British Opportunities Trust PLC is an asset management company. Its investment objective is to deliver long-term total returns throughout the company's life by investing in a diversified public equity and private equity portfolio of predominantly UK companies. Its portfolio predominantly consists of securities of UK companies from different sectors such as Software, IT services, Insurance, Hotels, Restaurants & Leisure, Health Care Technology, and others.
40GF Score
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