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ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. 1834 Investments's annualizedNet Income for the quarter that ended in Sep. 2022 was JMD-72.54 Mil.
1834 Investments's average Total Assets over the quarter that ended in Sep. 2022 was JMD1,784.83 Mil. Therefore, 1834 Investments's annualized ROA % for the quarter that ended in Sep. 2022 was -4.06%.
The historical rank and industry rank for 1834 Investments's ROA % or its related term are showing as below:
XJAM:1834's ROA % is not ranked *
in the Asset Management industry.
Industry Median: 4.11 * Ranked among companies with meaningful ROA % only.
1834 Investments (XJAM:1834) 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 (Sep. 2022) net income data. The Revenue data used here is four times the quarterly (Sep. 2022) 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.
1834 Investments ROA % Related Terms
1834 Investments ROA % Historical Data
* Premium members only.
The historical data trend for 1834 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.
For the Asset Management subindustry, 1834 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.
1834 Investments ROA % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, 1834 Investments's ROA % distribution charts can be found below:
* The bar in red indicates where 1834 Investments'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 (Sep. 2022) net income data.
ROA % is displayed in the 30-year financial page.
1834 Investments (XJAM:1834) has a ROA % of -4.06% as of Sep. 2022. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on 1834 Investments and its competitors.
Is 1834 Investments' ROA % too high?
1834 Investments' current ROA % is -4.06%. Overall, 1834 Investments has a GF Score™ of 22/100, reflecting its overall financial health beyond just this single metric.
How does 1834 Investments' ROA % compare to BLK and BX?
1834 Investments' ROA % of -4.06% can be compared against companies in the Asset Management industry. The industry median ROA % is 4.11. 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 4.11, 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. 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 1834 Investments and its competitors. For the Asset Management industry, the median ROA % is 4.11 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. 1834 Investments's current ROA % is -4.06%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is 1834 Investments stock overvalued right now?
1834 Investments (XJAM:1834) has a current ROA % of -4.06%. The current ROA % is -4.06%. 1834 Investments' overall GF Score™ is 22/100. 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 1834 Investments (XJAM:1834), the current ROA % is -4.06% as of Sep. 2022. 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.
1834 Investments Ltd is a Jamaica-based investment management company. The company's main activity is the management of its income-generating real estate, bond, and equity investments. Also, its activities include the management of its joint venture and subsidiary companies. Its equity portfolio comprises a diversified mix of the stocks of local and overseas companies in North America, the United Kingdom, Europe, and Asia.
22GF Score
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