Global Investments (SGX:B73) ROA %: 11.96% (As of Dec. 2025) — 131% Above Median


SGX:B73 Global Investments Ltd SGX:B73
50 GF Score
Price S$0.13
GF Value S$0.11
Valuation Modestly Overvalued
! 7 Warning Signs
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What is Global Investments ROA %?

Global Investments SGX:B73 50 ROA % is 11.96% as of Dec. 2025, which is 131% above its 10-year median of 5.18. GuruFocus rates SGX:B73 with a GF Score™ of 50/100 and a GF Value™ of S$0.11 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 1,634 Asset Management companies, Global Investments ranks better than 62.97% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Global Investments's annualized Net Income for the quarter that ended in Dec. 2025 was S$33.09 Mil. Global Investments's average Total Assets over the quarter that ended in Dec. 2025 was S$276.64 Mil. Therefore, Global Investments's annualized ROA % for the quarter that ended in Dec. 2025 was 11.96%.

The historical rank and industry rank for Global Investments's ROA % or its related term are showing as below:

SGX:B73' s ROA % Range Over the Past 10 Years
Min: -12.25   Med: 5.18   Max: 11.92
Current: 6.82

During the past 13 years, Global Investments's highest ROA % was 11.92%. The lowest was -12.25%. And the median was 5.18%.

SGX:B73's ROA % is ranked better than
62.97% of 1634 companies
in the Asset Management industry
Industry Median: 4.02 vs SGX:B73: 6.82

Global Investments  (SGX:B73) 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
=33.086/276.641
=(Net Income / Revenue)*(Revenue / Total Assets)
=(33.086 / 12.15)*(12.15 / 276.641)
=Net Margin %*Asset Turnover
=272.31 %*0.0439
=11.96 %

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.


Global Investments ROA % Related Terms


Global Investments ROA % Historical Data

* Premium members only.

The historical data trend for Global Investments'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.

Global Investments ROA % Chart

Global Investments 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 4.77 -12.25 3.30 9.57 6.75

Global Investments 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 5.37 9.74 8.96 1.65 11.96

SGX:B73 vs BLK, BX, KKR: ROA % Comparison

For the Asset Management subindustry, Global Investments'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.


Global Investments ROA % vs Asset Management Industry

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

* The bar in red indicates where Global Investments's ROA % falls into.


SGX:B73
50GF Score
Global Investments Ltd SGX:B73
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Global Investments ROA % Calculation

Global Investments'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 )
=18.784/( (273.445+283.496)/ 2 )
=18.784/278.4705
=6.75 %

Global Investments'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 )
=33.086/( (269.786+283.496)/ 2 )
=33.086/276.641
=11.96 %

* 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 11.96% mean?
Global Investments (SGX:B73) has a ROA % of 11.96% 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 Global Investments and its competitors. This is 131% above median its historical median of 5.18. According to the industry distribution chart, Global Investments ranks #605 out of 1634 companies in the Asset Management industry, placing it in the top 37%.
Is Global Investments' ROA % too high?
Global Investments' current ROA % of 11.96% is 131% above median its 10-year median of 5.18. The Asset Management industry median ROA % is 4.02. Global Investments' value of 11.96% is 197.5% above this industry median. Based on the distribution chart, Global Investments ranks #605 out of 1634 companies in the Asset Management industry, which is above the industry midpoint. Overall, Global Investments has a GF Score™ of 50/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Global Investments' ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Global Investments ranks #605 out of 1634 companies for ROA %. This puts Global Investments in the upper half of its industry. The industry median ROA % is 4.02. Global Investments' value of 11.96% is 197.5% above this benchmark. While the company's 10-year median is 5.18 vs. the industry median of 4.02, Global Investments 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 4.02, based on 1,634 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. Global Investments's current ROA % of 11.96% is 197.5% 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 Global Investments and its competitors. For the Asset Management industry, the median ROA % is 4.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Global Investments's current ROA % is 11.96%, which is 131% above median its own 10-year median of 5.18. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Global Investments stock overvalued right now?
Based on GuruFocus' analysis, Global Investments (SGX:B73) is currently considered Modestly Overvalued. The stock's GF Value™ is S$0.11, compared to a current price of S$0.13 — trading 14.5% above its estimated fair value. The current ROA % is 11.96%, which is 131% above median its 10-year median of 5.18 and 197.5% above the Asset Management industry median of 4.02. Global Investments' overall GF Score™ is 50/100 with 7 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 Global Investments (SGX:B73), the current ROA % is 11.96% 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.

Is Global Investments (SGX:B73) Overvalued in 2026?

Based on GuruFocus' analysis, Global Investments stock appears to be overvalued. The current stock price of S$0.13 is trading 14.5% above its estimated GF Value™ of S$0.11. GuruFocus considers Global Investments to be Modestly Overvalued.

Key valuation signals for SGX:B73:

  • ROA %: 11.96% (131% above median its 10-year median of 5.18)
  • GF Value™: S$0.11 vs. price of S$0.13 (14.5% above fair value)
  • GF Score™: 50/100 with 7 warning signs
  • Industry Position: 197.5% above the Asset Management median (#605 of 1634)

No single metric tells the full story. See the SGX:B73 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Global Investments Business Description

Address 250 Tanjong Pagar Road, No. 09-01, St. Andrew’s Centre, Singapore, SGP, 088541
Global Investments Ltd is an investment company. Its focus is to identify opportunities in a wide range of asset classes in different sectors and invest in assets that will generate steady income and potential appreciation in capital so as to deliver regular dividends and achieve capital growth. The company invests in a portfolio of assets in different sectors through different means, which include direct asset ownership, swaps, credit default swaps, debts, warrants, options, convertibles, preference shares, equity, securities lending, etc. Its operating segments are: Listed Equities, which derive maximum revenue, Bonds and Collateralised Loan Obligations, and Bank Contingent Convertibles. Geographically, its investments are spread across North America, Europe, Asia, and other regions.
50GF Score

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

S$0.13
Price
S$0.11
GF Value