Legal & General Group (MEX:LGENN) ROA %: 0.09% (As of Dec. 2025) — 69% Below Median


MEX:LGENN Legal & General Group PLC MEX:LGENN
44 GF Score
Price MXN63.35
! 5 Warning Signs
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What is Legal & General Group ROA %?

Legal & General Group MEX:LGENN 44 ROA % is 0.09% as of Dec. 2025, which is 69% below its 10-year median of 0.29. GuruFocus rates MEX:LGENN with a GF Score™ of 44/100. The stock has 5 warning signs investors should review. Among 1,638 Asset Management companies, Legal & General Group ranks worse than 73.57% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Legal & General Group's annualized Net Income for the quarter that ended in Dec. 2025 was MXN13,305 Mil. Legal & General Group's average Total Assets over the quarter that ended in Dec. 2025 was MXN14,133,058 Mil. Therefore, Legal & General Group's annualized ROA % for the quarter that ended in Dec. 2025 was 0.09%.

The historical rank and industry rank for Legal & General Group's ROA % or its related term are showing as below:

MEX:LGENN' s ROA % Range Over the Past 10 Years
Min: 0.04   Med: 0.29   Max: 0.39
Current: 0.11

During the past 13 years, Legal & General Group's highest ROA % was 0.39%. The lowest was 0.04%. And the median was 0.29%.

MEX:LGENN's ROA % is ranked worse than
73.57% of 1638 companies
in the Asset Management industry
Industry Median: 3.95 vs MEX:LGENN: 0.11

Legal & General Group  (MEX:LGENN) 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: Dec. 2025 )
=Net Income/Total Assets
=13305.416/14133058.4025
=(Net Income / Revenue)*(Revenue / Total Assets)
=(13305.416 / 1351608.596)*(1351608.596 / 14133058.4025)
=Net Margin %*Asset Turnover
=0.98 %*0.0956
=0.09 %

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.


Legal & General Group ROA % Related Terms


Legal & General Group ROA % Historical Data

* Premium members only.

The historical data trend for Legal & General Group'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.

Legal & General Group ROA % Chart

Legal & General Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.36 0.13 0.08 0.04 0.10

Legal & General Group Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 0.09 -0.01 0.11 0.09

MEX:LGENN vs BLK, BX, KKR: ROA % Comparison

For the Asset Management subindustry, Legal & General Group'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.


Legal & General Group ROA % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Legal & General Group's ROA % distribution charts can be found below:

* The bar in red indicates where Legal & General Group's ROA % falls into.


MEX:LGENN
44GF Score
Legal & General Group PLC MEX:LGENN
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Legal & General Group ROA % Calculation

Legal & General Group's annualized ROA % for the fiscal year that ended in Dec. 2025 is calculated as:

ROA %=Net Income (A: Dec. 2025 )/( (Total Assets (A: Dec. 2024 )+Total Assets (A: Dec. 2025 ))/ count )
=14269.578/( (14347640.584+14034997.226)/ 2 )
=14269.578/14191318.905
=0.10 %

Legal & General Group's annualized ROA % for the quarter that ended in Dec. 2025 is calculated as:

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=13305.416/( (14231119.579+14034997.226)/ 2 )
=13305.416/14133058.4025
=0.09 %

* 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.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 0.09% mean?
Legal & General Group (MEX:LGENN) has a ROA % of 0.09% 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 Legal & General Group and its competitors. This is 69% below median its historical median of 0.29. Over the past decade, Legal & General Group's ROA % has ranged from 0.04 to 0.39. According to the industry distribution chart, Legal & General Group ranks #1205 out of 1638 companies in the Asset Management industry, placing it in the top 73.6%.
Is Legal & General Group's ROA % too high?
Legal & General Group's current ROA % of 0.09% is 69% below median its 10-year median of 0.29. Over the past 10 years, this metric has ranged from a low of 0.04 to a high of 0.39. The Asset Management industry median ROA % is 3.95. Legal & General Group's value of 0.09% is 97.7% below this industry median. Based on the distribution chart, Legal & General Group ranks #1205 out of 1638 companies in the Asset Management industry, which is below the industry midpoint. Overall, Legal & General Group has a GF Score™ of 44/100, reflecting its overall financial health beyond just this single metric.
How does Legal & General Group's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Legal & General Group ranks #1205 out of 1638 companies for ROA %. This places Legal & General Group in the lower half of its industry. The industry median ROA % is 3.95. Legal & General Group's value of 0.09% is 97.7% below this benchmark. Historically, Legal & General Group's own ROA % has ranged from 0.04 to 0.39 over the past decade. While the company's 10-year median is 0.29 vs. the industry median of 3.95, Legal & General Group has consistently been below 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 1,638 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. Legal & General Group's current ROA % of 0.09% is 97.7% below 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 Legal & General Group 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. Legal & General Group's current ROA % is 0.09%, which is 69% below median its own 10-year median of 0.29. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Legal & General Group stock overvalued right now?
Legal & General Group (MEX:LGENN) has a current ROA % of 0.09%. The current ROA % is 0.09%, which is 69% below median its 10-year median of 0.29 and 97.7% below the Asset Management industry median of 3.95. Legal & General Group's overall GF Score™ is 44/100 with 5 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 Legal & General Group (MEX:LGENN), the current ROA % is 0.09% 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.

Legal & General Group Business Description

Address One Coleman Street, London, GBR, EC2R 5AA
Legal & General Group PLC operates across five reportable segments, comprising Institutional Retirement, Asset Management, Insurance, Retail Retirement and Corporate Investments. Its revenue includes insurance revenue, fees from fund management and investment contracts and other operational income from contracts with customers. The company operates in United Kingdom, USA and Rest of World.
44GF Score

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ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN63.35
Price