SLFPY (Aberdeen Group) ROA %: 2.60% (As of Dec. 2025) — 72% Above Median


SLFPY Aberdeen Group PLC SLFPY
64 GF Score
Price $12.91
GF Value $9.29
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Aberdeen Group ROA %?

Aberdeen Group SLFPY +3.20% 64 ROA % is 2.60% as of Dec. 2025, which is 72% above its 10-year median of 1.51. GuruFocus rates SLFPY with a GF Score™ of 64/100 and a GF Value™ of $9.29 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 1,639 Asset Management companies, Aberdeen Group ranks better than 50.27% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Aberdeen Group's annualized Net Income for the quarter that ended in Dec. 2025 was $391 Mil. Aberdeen Group's average Total Assets over the quarter that ended in Dec. 2025 was $15,023 Mil. Therefore, Aberdeen Group's annualized ROA % for the quarter that ended in Dec. 2025 was 2.60%.

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

SLFPY' s ROA % Range Over the Past 10 Years
Min: -5.3   Med: 1.51   Max: 9.08
Current: 3.99

During the past 13 years, Aberdeen Group's highest ROA % was 9.08%. The lowest was -5.30%. And the median was 1.51%.

SLFPY's ROA % is ranked better than
50.27% of 1639 companies
in the Asset Management industry
Industry Median: 3.95 vs SLFPY: 3.99

Aberdeen Group  (OTCPK:SLFPY) 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
=390.896/15022.7405
=(Net Income / Revenue)*(Revenue / Total Assets)
=(390.896 / 2037.484)*(2037.484 / 15022.7405)
=Net Margin %*Asset Turnover
=19.19 %*0.1356
=2.60 %

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.


Aberdeen Group ROA % Related Terms


Aberdeen Group ROA % Historical Data

* Premium members only.

The historical data trend for Aberdeen 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.

Aberdeen Group ROA % Chart

Aberdeen 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 9.03 -5.05 0.14 3.15 4.43

Aberdeen 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 3.75 4.22 1.92 5.39 2.60

SLFPY vs BLK, BX, KKR: ROA % Comparison

For the Asset Management subindustry, Aberdeen 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.


Aberdeen Group ROA % vs Asset Management Industry

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

* The bar in red indicates where Aberdeen Group's ROA % falls into.


SLFPY
64GF Score
Aberdeen Group PLC SLFPY
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Aberdeen Group ROA % Calculation

Aberdeen 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 )
=534.137/( (9761.062+14348.059)/ 2 )
=534.137/12054.5605
=4.43 %

Aberdeen 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 )
=390.896/( (15697.422+14348.059)/ 2 )
=390.896/15022.7405
=2.60 %

* 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 2.60% mean?
Aberdeen Group (SLFPY) has a ROA % of 2.60% 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 Aberdeen Group and its competitors. This is 72% above median its historical median of 1.51. According to the industry distribution chart, Aberdeen Group ranks #815 out of 1639 companies in the Asset Management industry, placing it in the top 49.7%.
Is Aberdeen Group's ROA % too high?
Aberdeen Group's current ROA % of 2.60% is 72% above median its 10-year median of 1.51. The Asset Management industry median ROA % is 3.95. Aberdeen Group's value of 2.60% is 34.2% below this industry median. Based on the distribution chart, Aberdeen Group ranks #815 out of 1639 companies in the Asset Management industry, which is above the industry midpoint. Overall, Aberdeen Group has a GF Score™ of 64/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Aberdeen Group's ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Aberdeen Group ranks #815 out of 1639 companies for ROA %. This puts Aberdeen Group in the upper half of its industry. The industry median ROA % is 3.95. Aberdeen Group's value of 2.60% is 34.2% below this benchmark. While the company's 10-year median is 1.51 vs. the industry median of 3.95, Aberdeen 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 1,639 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. Aberdeen Group's current ROA % of 2.60% is 34.2% 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 Aberdeen 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. Aberdeen Group's current ROA % is 2.60%, which is 72% above median its own 10-year median of 1.51. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Aberdeen Group stock overvalued right now?
Based on GuruFocus' analysis, Aberdeen Group (SLFPY) is currently considered Significantly Overvalued. The stock's GF Value™ is $9.29, compared to a current price of $12.91 — trading 39% above its estimated fair value. The current ROA % is 2.60%, which is 72% above median its 10-year median of 1.51 and 34.2% below the Asset Management industry median of 3.95. Aberdeen Group's overall GF Score™ is 64/100 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 Aberdeen Group (SLFPY), the current ROA % is 2.60% 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 Aberdeen Group (SLFPY) Overvalued in 2026?

Based on GuruFocus' analysis, Aberdeen Group stock appears to be overvalued. The current stock price of $12.91 is trading 39% above its estimated GF Value™ of $9.29. GuruFocus considers Aberdeen Group to be Significantly Overvalued.

Key valuation signals for SLFPY:

  • ROA %: 2.60% (72% above median its 10-year median of 1.51)
  • GF Value™: $9.29 vs. price of $12.91 (39% above fair value)
  • GF Score™: 64/100 with 7 warning signs
  • Industry Position: 34.2% below the Asset Management median (#815 of 1639)

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


Aberdeen Group Business Description

Address 1 George Street, Edinburgh, GBR, EH2 2LL
Aberdeen Group PLC provides a variety of investment services. It operates in the following segments: Interactive Investor, Adviser, Investments, and Other. The investments segment involves an asset management business that provides investment solutions for Institutional, Retail Wealth and Insurance Partners clients; Interactive Investor involves direct investing platform, financial planning business, abrdn Financial Planning and Advice Limited; Adviser segment includes UK financial adviser business that provides platform services to wealth managers and advisers, along with the Group's Managed Portfolio Service (MPS) business. The majority of the revenue is derived from the Investments segment.
64GF Score

Get the complete analysis for SLFPY

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

$12.91
Price
$9.29
GF Value