SDHY's ROA % is ranked better than 70.03% of 1635
companies
in the Asset Management industry
Industry Median: 3.97
vs SDHY: 8.80
PGIM Short Duration High Yield Opportunities (NYSE:SDHY) 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 bankÂ’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:
Note:
The Net Income data used here is two times the semi-annual (Jan. 2026) net income data. The Revenue data used here is two times the semi-annual (Jan. 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.
PGIM Short Duration High Yield Opportunities ROA % Related Terms
PGIM Short Duration High Yield Opportunities 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.
PGIM Short Duration High Yield Opportunities ROA % Chart
PGIM Short Duration High Yield Opportunities Annual Data
Trend
Jul21
Jul22
Jul23
Jul24
Jul25
ROA %
0.00
-4.56
4.70
7.27
7.36
PGIM Short Duration High Yield Opportunities Semi-Annual Data
* 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.
PGIM Short Duration High Yield Opportunities ROA % vs Asset Management Industry
* 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 (Jan. 2026) net income data.
ROA % is displayed in the 30-year financial page.
PGIM Short Duration High Yield Opportunities (SDHY) has a ROA % of 13.23% as of Jan. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on PGIM Short Duration High Yield Opportunities and its competitors. This is 121% above median its historical median of 5.99. According to the industry distribution chart, PGIM Short Duration High Yield Opportunities ranks #490 out of 1635 companies in the Asset Management industry, placing it in the top 30%.
Is PGIM Short Duration High Yield Opportunities' ROA % too high?
PGIM Short Duration High Yield Opportunities' current ROA % of 13.23% is 121% above median its 10-year median of 5.99. The Asset Management industry median ROA % is 3.97. PGIM Short Duration High Yield Opportunities' value of 13.23% is 233.2% above this industry median. Based on the distribution chart, PGIM Short Duration High Yield Opportunities ranks #490 out of 1635 companies in the Asset Management industry, which is above the industry midpoint. Overall, PGIM Short Duration High Yield Opportunities has a GF Scoreâ„¢ of 59/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does PGIM Short Duration High Yield Opportunities' ROA % compare to NCV and FRA?
According to the Asset Management industry distribution chart, PGIM Short Duration High Yield Opportunities ranks #490 out of 1635 companies for ROA %. This puts PGIM Short Duration High Yield Opportunities in the upper half of its industry. The industry median ROA % is 3.97. PGIM Short Duration High Yield Opportunities' value of 13.23% is 233.2% above this benchmark. While the company's 10-year median is 5.99 vs. the industry median of 3.97, PGIM Short Duration High Yield Opportunities 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 3.97, 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. PGIM Short Duration High Yield Opportunities's current ROA % of 13.23% is 233.2% 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 PGIM Short Duration High Yield Opportunities 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. PGIM Short Duration High Yield Opportunities's current ROA % is 13.23%, which is 121% above median its own 10-year median of 5.99. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PGIM Short Duration High Yield Opportunities stock overvalued right now?
Based on GuruFocus' analysis, PGIM Short Duration High Yield Opportunities (SDHY) is currently considered Modestly Undervalued. The stock's GF Value™ is $19.59, compared to a current price of $16.14 — trading 17.6% below its estimated fair value. The current ROA % is 13.23%, which is 121% above median its 10-year median of 5.99 and 233.2% above the Asset Management industry median of 3.97. PGIM Short Duration High Yield Opportunities' overall GF Score™ is 59/100 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 PGIM Short Duration High Yield Opportunities (SDHY), the current ROA % is 13.23% as of Jan. 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 PGIM Short Duration High Yield Opportunities (SDHY) Overvalued in 2026?
Based on GuruFocus' analysis, PGIM Short Duration High Yield Opportunities stock appears to be undervalued.
The current stock price of $16.14 is trading 17.6% below its estimated GF Value™ of $19.59.
GuruFocus considers PGIM Short Duration High Yield Opportunities to be Modestly Undervalued.
Key valuation signals for SDHY:
ROA %: 13.23% (121% above median its 10-year median of 5.99)
GF Value™: $19.59 vs. price of $16.14 (17.6% below fair value)
Industry Position: 233.2% above the Asset Management median (#490 of 1635)
No single metric tells the full story. See the SDHY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
PGIM Short Duration High Yield Opportunities Business Description
PGIM Short Duration High Yield Opportunities is a closed-end management investment company. The fund's investment objective is to provide total return through a combination of current income and capital appreciation. It mainly invests in a diversified portfolio of high-yield fixed-income instruments that are rated below investment grade with varying maturities and other investments (including derivatives) with similar economic characteristics.
59GF Score
Get the complete analysis for SDHY
ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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