Worldwide Healthcare Trust (LSE:WWH) ROA %: 9.01% (As of Mar. 2026) — 41% Above Median


LSE:WWH Worldwide Healthcare Trust PLC LSE:WWH
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What is Worldwide Healthcare Trust ROA %?

Worldwide Healthcare Trust LSE:WWH +0.51% 40 ROA % is 9.01% as of Mar. 2026, which is 41% above its 10-year median of 6.41. GuruFocus rates LSE:WWH with a GF Score™ of 40/100. The stock has 6 warning signs investors should review. Among 1,632 Asset Management companies, Worldwide Healthcare Trust ranks better than 64.71% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Worldwide Healthcare Trust's annualized Net Income for the quarter that ended in Mar. 2026 was £132.9 Mil. Worldwide Healthcare Trust's average Total Assets over the quarter that ended in Mar. 2026 was £1,474.7 Mil. Therefore, Worldwide Healthcare Trust's annualized ROA % for the quarter that ended in Mar. 2026 was 9.01%.

The historical rank and industry rank for Worldwide Healthcare Trust's ROA % or its related term are showing as below:

LSE:WWH' s ROA % Range Over the Past 10 Years
Min: -10.57   Med: 6.41   Max: 22.93
Current: 7.2

During the past 13 years, Worldwide Healthcare Trust's highest ROA % was 22.93%. The lowest was -10.57%. And the median was 6.41%.

LSE:WWH's ROA % is ranked better than
64.71% of 1632 companies
in the Asset Management industry
Industry Median: 4 vs LSE:WWH: 7.20

Worldwide Healthcare Trust  (LSE:WWH) 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: Mar. 2026 )
=Net Income/Total Assets
=132.858/1474.743
=(Net Income / Revenue)*(Revenue / Total Assets)
=(132.858 / 138.496)*(138.496 / 1474.743)
=Net Margin %*Asset Turnover
=95.93 %*0.0939
=9.01 %

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.


Worldwide Healthcare Trust ROA % Related Terms


Worldwide Healthcare Trust ROA % Historical Data

* Premium members only.

The historical data trend for Worldwide Healthcare 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.

Worldwide Healthcare Trust ROA % Chart

Worldwide Healthcare Trust Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -5.77 -0.38 9.05 -10.57 7.07

Worldwide Healthcare Trust Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
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 20.24 0.52 -22.12 5.70 9.01

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

For the Asset Management subindustry, Worldwide Healthcare 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.


Worldwide Healthcare Trust ROA % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Worldwide Healthcare Trust's ROA % distribution charts can be found below:

* The bar in red indicates where Worldwide Healthcare Trust's ROA % falls into.


LSE:WWH
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Worldwide Healthcare Trust PLC LSE:WWH
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Worldwide Healthcare Trust ROA % Calculation

Worldwide Healthcare Trust's annualized ROA % for the fiscal year that ended in Mar. 2026 is calculated as:

ROA %=Net Income (A: Mar. 2026 )/( (Total Assets (A: Mar. 2025 )+Total Assets (A: Mar. 2026 ))/ count )
=113.363/( (1776.733+1431.055)/ 2 )
=113.363/1603.894
=7.07 %

Worldwide Healthcare Trust's annualized ROA % for the quarter that ended in Mar. 2026 is calculated as:

ROA %=Net Income (Q: Mar. 2026 )/( (Total Assets (Q: Sep. 2025 )+Total Assets (Q: Mar. 2026 ))/ count )
=132.858/( (1518.431+1431.055)/ 2 )
=132.858/1474.743
=9.01 %

* 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.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 9.01% mean?
Worldwide Healthcare Trust (LSE:WWH) has a ROA % of 9.01% 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 Worldwide Healthcare Trust and its competitors. This is 41% above median its historical median of 6.41. According to the industry distribution chart, Worldwide Healthcare Trust ranks #576 out of 1632 companies in the Asset Management industry, placing it in the top 35.3%.
Is Worldwide Healthcare Trust's ROA % too high?
Worldwide Healthcare Trust's current ROA % of 9.01% is 41% above median its 10-year median of 6.41. The Asset Management industry median ROA % is 4.00. Worldwide Healthcare Trust's value of 9.01% is 125.3% above this industry median. Based on the distribution chart, Worldwide Healthcare Trust ranks #576 out of 1632 companies in the Asset Management industry, which is above the industry midpoint. Overall, Worldwide Healthcare Trust has a GF Score™ of 40/100, reflecting its overall financial health beyond just this single metric.
How does Worldwide Healthcare Trust's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Worldwide Healthcare Trust ranks #576 out of 1632 companies for ROA %. This puts Worldwide Healthcare Trust in the upper half of its industry. The industry median ROA % is 4.00. Worldwide Healthcare Trust's value of 9.01% is 125.3% above this benchmark. While the company's 10-year median is 6.41 vs. the industry median of 4.00, Worldwide Healthcare Trust 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 4.00, 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. Worldwide Healthcare Trust's current ROA % of 9.01% is 125.3% 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 Worldwide Healthcare Trust and its competitors. For the Asset Management industry, the median ROA % is 4.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Worldwide Healthcare Trust's current ROA % is 9.01%, which is 41% above median its own 10-year median of 6.41. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Worldwide Healthcare Trust stock overvalued right now?
Worldwide Healthcare Trust (LSE:WWH) has a current ROA % of 9.01%. The current ROA % is 9.01%, which is 41% above median its 10-year median of 6.41 and 125.3% above the Asset Management industry median of 4.00. Worldwide Healthcare Trust's overall GF Score™ is 40/100 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 Worldwide Healthcare Trust (LSE:WWH), the current ROA % is 9.01% 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.

Worldwide Healthcare Trust Business Description

Address One Wood Street, London, GBR, EC2V 7WS
Worldwide Healthcare Trust PLC is an investment trust focused on the healthcare sector. Its investment objective is to invest in a diversified portfolio of shares in pharmaceutical and biotechnology companies and related healthcare securities. Its portfolio includes investments in Pharmaceuticals, Biotechnology, Healthcare Equipment & Supplies, Emerging Markets, Life Sciences Tools & Services, and Healthcare Providers & Services. Its investments are geographically focused on North America, Europe, China, Japan, and India.
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