Tatton Asset ManagementLSE:TAM +4.49%93 ROA % is 30.11% as of Mar. 2026, which is 19% above its 10-year median of 25.33. GuruFocus rates LSE:TAM with a GF Score™ of 93/100 and a GF Value™ of £8.59 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,639 Asset Management companies, Tatton Asset Management ranks better than 94.69% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Tatton Asset Management's annualizedNet Income for the quarter that ended in Mar. 2026 was £20.34 Mil.
Tatton Asset Management's average Total Assets over the quarter that ended in Mar. 2026 was £67.56 Mil. Therefore, Tatton Asset Management's annualized ROA % for the quarter that ended in Mar. 2026 was 30.11%.
The historical rank and industry rank for Tatton Asset Management's ROA % or its related term are showing as below:
LSE:TAM'
s ROA % Range Over the Past 10 Years
Min: 11.42 Med: 25.33 Max: 36.95
Current: 28.61
During the past 12 years, Tatton Asset Management's highest ROA % was 36.95%. The lowest was 11.42%. And the median was 25.33%.
LSE:TAM's ROA % is ranked better than 94.69% of 1639
companies
in the Asset Management industry
Industry Median: 3.95
vs LSE:TAM: 28.61
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 (Mar. 2026) net income data. The Revenue data used here is two times the semi-annual (Mar. 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.
* 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, Tatton Asset Management'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.
Tatton Asset Management ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Tatton Asset Management's ROA % distribution charts can be found below:
* The bar in red indicates where Tatton Asset Management'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 (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Tatton Asset Management (LSE:TAM) has a ROA % of 30.11% as of Mar. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Tatton Asset Management and its competitors. This is 19% above median its historical median of 25.33. Over the past decade, Tatton Asset Management's ROA % has ranged from 11.42 to 36.95. According to the industry distribution chart, Tatton Asset Management ranks #87 out of 1639 companies in the Asset Management industry, placing it in the top 5.3%.
Is Tatton Asset Management's ROA % too high?
Tatton Asset Management's current ROA % of 30.11% is 19% above median its 10-year median of 25.33. Over the past 10 years, this metric has ranged from a low of 11.42 to a high of 36.95. The Asset Management industry median ROA % is 3.95. Tatton Asset Management's value of 30.11% is 662.3% above this industry median. Based on the distribution chart, Tatton Asset Management ranks #87 out of 1639 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Tatton Asset Management has a GF Score™ of 93/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Tatton Asset Management's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Tatton Asset Management ranks #87 out of 1639 companies for ROA %. This places Tatton Asset Management in the top 5% of its industry — outperforming the majority of peers. The industry median ROA % is 3.95. Tatton Asset Management's value of 30.11% is 662.3% above this benchmark. Historically, Tatton Asset Management's own ROA % has ranged from 11.42 to 36.95 over the past decade. While the company's 10-year median is 25.33 vs. the industry median of 3.95, Tatton Asset Management 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. Tatton Asset Management's current ROA % of 30.11% is 662.3% 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 Tatton Asset Management 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. Tatton Asset Management's current ROA % is 30.11%, which is 19% above median its own 10-year median of 25.33. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Tatton Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Tatton Asset Management (LSE:TAM) is currently considered Modestly Undervalued. The stock's GF Value™ is £8.59, compared to a current price of £7.44 — trading 13.4% below its estimated fair value. The current ROA % is 30.11%, which is 19% above median its 10-year median of 25.33 and 662.3% above the Asset Management industry median of 3.95. Tatton Asset Management's overall GF Score™ is 93/100 with 2 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 Tatton Asset Management (LSE:TAM), the current ROA % is 30.11% as of Mar. 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.
Is Tatton Asset Management (LSE:TAM) Overvalued in 2026?
Based on GuruFocus' analysis, Tatton Asset Management stock appears to be undervalued.
The current stock price of £7.44 is trading 13.4% below its estimated GF Value™ of £8.59.
GuruFocus considers Tatton Asset Management to be Modestly Undervalued.
Key valuation signals for LSE:TAM:
ROA %: 30.11% (19% above median its 10-year median of 25.33)
GF Value™: £8.59 vs. price of £7.44 (13.4% below fair value)
Industry Position: 662.3% above the Asset Management median (#87 of 1639)
No single metric tells the full story. See the LSE:TAM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Tatton Asset Management PLC offers on-platform only discretionary fund management, regulatory, compliance, and business consulting services, as well as a whole of market mortgage provision, to directly authorized financial advisers across the United Kingdom. The company's business segments include Tatton and Paradigm, with the maximum revenue derived from the Tatton segment.
93GF Score
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