ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Univa Oak Holdings's annualizedNet Income for the quarter that ended in Mar. 2026 was 円-374 Mil.
Univa Oak Holdings's average Total Assets over the quarter that ended in Mar. 2026 was 円4,886 Mil. Therefore, Univa Oak Holdings's annualized ROA % for the quarter that ended in Mar. 2026 was -7.65%.
The historical rank and industry rank for Univa Oak Holdings's ROA % or its related term are showing as below:
TSE:3113'
s ROA % Range Over the Past 10 Years
Min: -22.01 Med: -11.52 Max: 10.74
Current: -11.83
During the past 13 years, Univa Oak Holdings's highest ROA % was 10.74%. The lowest was -22.01%. And the median was -11.52%.
TSE:3113's ROA % is ranked worse than 89.09% of 1632
companies
in the Asset Management industry
Industry Median: 3.985
vs TSE:3113: -11.83
Univa Oak Holdings (TSE:3113) 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 two times the semi-annual (Mar. 2026) net income data. The Revenue data used here is two times the semi-annual (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.
Univa Oak Holdings ROA % Related Terms
Univa Oak Holdings ROA % Historical Data
* Premium members only.
The historical data trend for Univa Oak Holdings'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.
For the Asset Management subindustry, Univa Oak Holdings'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.
Univa Oak Holdings ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Univa Oak Holdings's ROA % distribution charts can be found below:
* The bar in red indicates where Univa Oak Holdings'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 two times the semi-annual (Mar. 2026) net income data.
ROA % is displayed in the 30-year financial page.
Univa Oak Holdings (TSE:3113) has a ROA % of -7.65% 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 Univa Oak Holdings and its competitors. According to the industry distribution chart, Univa Oak Holdings ranks #1454 out of 1632 companies in the Asset Management industry, placing it in the top 89.1%.
Is Univa Oak Holdings' ROA % too high?
Univa Oak Holdings' current ROA % is -7.65%. Based on the distribution chart, Univa Oak Holdings ranks #1454 out of 1632 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Univa Oak Holdings has a GF Score™ of 50/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Univa Oak Holdings' ROA % compare to BLK and BX?
According to the Asset Management industry distribution chart, Univa Oak Holdings ranks #1454 out of 1632 companies for ROA %. This places Univa Oak Holdings in the lower half of its industry. The industry median ROA % is 3.99. 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 3.99, based on 1,632 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. 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 Univa Oak Holdings and its competitors. For the Asset Management industry, the median ROA % is 3.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Univa Oak Holdings's current ROA % is -7.65%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Univa Oak Holdings stock overvalued right now?
Based on GuruFocus' analysis, Univa Oak Holdings (TSE:3113) is currently considered Modestly Overvalued. The stock's GF Value™ is 円58.51, compared to a current price of 円76.00 — trading 29.9% above its estimated fair value. The current ROA % is -7.65%. Univa Oak Holdings' 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 Univa Oak Holdings (TSE:3113), the current ROA % is -7.65% 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.
Is Univa Oak Holdings (TSE:3113) Overvalued in 2026?
Based on GuruFocus' analysis, Univa Oak Holdings stock appears to be overvalued.
The current stock price of 円76.00 is trading 29.9% above its estimated GF Value™ of 円58.51.
GuruFocus considers Univa Oak Holdings to be Modestly Overvalued.
Key valuation signals for TSE:3113:
ROA %: -7.65%
GF Value™: 円58.51 vs. price of 円76.00 (29.9% above fair value)
No single metric tells the full story. See the TSE:3113 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Univa Oak Holdings Ltd formerly Oak Capital Corp is a Japan-based company engaged in the investment banking business. The company operates through three business investment bank, business investment and brand investment. Its investment bank business is involved in the investments in the area of merger and acquisition and initial public offerings and other companies. It also invests in various projects through business investment. The company's brand investment business comprises of investments in branded power companies to improve corporate value.
50GF Score
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