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Brock Milton Capital ABOSTO:BMC -2.13%9 ROA % is 29.84% as of Mar. 2026, which is 30% below its 10-year median of 42.63. GuruFocus rates OSTO:BMC with a GF Score™ of 9/100. The stock has 1 warning sign investors should review. Among 1,635 Asset Management companies, Brock Milton Capital AB ranks better than 95.96% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Brock Milton Capital AB's annualizedNet Income for the quarter that ended in Mar. 2026 was kr22.9 Mil.
Brock Milton Capital AB's average Total Assets over the quarter that ended in Mar. 2026 was kr76.6 Mil. Therefore, Brock Milton Capital AB's annualized ROA % for the quarter that ended in Mar. 2026 was 29.84%.
The historical rank and industry rank for Brock Milton Capital AB's ROA % or its related term are showing as below:
OSTO:BMC'
s ROA % Range Over the Past 10 Years
Min: 29.5 Med: 42.63 Max: 68.42
Current: 33.38
During the past 4 years, Brock Milton Capital AB's highest ROA % was 68.42%. The lowest was 29.50%. And the median was 42.63%.
OSTO:BMC's ROA % is ranked better than 95.96% of 1635
companies
in the Asset Management industry
Industry Median: 4.09
vs OSTO:BMC: 33.38
Brock Milton Capital AB (OSTO:BMC) 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 four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (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, Brock Milton Capital AB'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.
Brock Milton Capital AB ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Brock Milton Capital AB's ROA % distribution charts can be found below:
* The bar in red indicates where Brock Milton Capital AB'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 four times the quarterly (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Brock Milton Capital AB (OSTO:BMC) has a ROA % of 29.84% 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 Brock Milton Capital AB and its competitors. This is 30% below median its historical median of 42.63. Over the past decade, Brock Milton Capital AB's ROA % has ranged from 29.50 to 68.42. According to the industry distribution chart, Brock Milton Capital AB ranks #66 out of 1635 companies in the Asset Management industry, placing it in the top 4%.
Is Brock Milton Capital AB's ROA % too high?
Brock Milton Capital AB's current ROA % of 29.84% is 30% below median its 10-year median of 42.63. Over the past 10 years, this metric has ranged from a low of 29.50 to a high of 68.42. The Asset Management industry median ROA % is 4.09. Brock Milton Capital AB's value of 29.84% is 629.6% above this industry median. Based on the distribution chart, Brock Milton Capital AB ranks #66 out of 1635 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Brock Milton Capital AB has a GF Score™ of 9/100, reflecting its overall financial health beyond just this single metric.
How does Brock Milton Capital AB's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Brock Milton Capital AB ranks #66 out of 1635 companies for ROA %. This places Brock Milton Capital AB in the top 4% of its industry — outperforming the majority of peers. The industry median ROA % is 4.09. Brock Milton Capital AB's value of 29.84% is 629.6% above this benchmark. Historically, Brock Milton Capital AB's own ROA % has ranged from 29.50 to 68.42 over the past decade. While the company's 10-year median is 42.63 vs. the industry median of 4.09, Brock Milton Capital AB 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 4.09, 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. Brock Milton Capital AB's current ROA % of 29.84% is 629.6% 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 Brock Milton Capital AB and its competitors. For the Asset Management industry, the median ROA % is 4.09 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Brock Milton Capital AB's current ROA % is 29.84%, which is 30% below median its own 10-year median of 42.63. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Brock Milton Capital AB stock overvalued right now?
Brock Milton Capital AB (OSTO:BMC) has a current ROA % of 29.84%. The current ROA % is 29.84%, which is 30% below median its 10-year median of 42.63 and 629.6% above the Asset Management industry median of 4.09. Brock Milton Capital AB's overall GF Score™ is 9/100 with 1 warning sign 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 Brock Milton Capital AB (OSTO:BMC), the current ROA % is 29.84% 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.
Brock Milton Capital AB is a fund management company. Its funds include BMC Global Select and BMC Global Small Cap Select. The company splits its funds between Champions and Special Situations. Champions are profitable growth companies, and Special Situations are value stocks.
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