Fiducian Group (ASX:FID) ROE %: 32.26% (As of Dec. 2025) — 10% Above Median


ASX:FID Fiducian Group Ltd ASX:FID
78 GF Score
Price A$8.28
GF Value A$9.90
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Fiducian Group ROE %?

Fiducian Group ASX:FID +3.50% 78 ROE % is 32.26% as of Dec. 2025, which is 10% above its 10-year median of 29.31. GuruFocus rates ASX:FID with a GF Score™ of 78/100 and a GF Value™ of A$9.90 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,612 Asset Management companies, Fiducian Group ranks better than 92.25% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Fiducian Group's annualized net income for the quarter that ended in Dec. 2025 was A$19.81 Mil. Fiducian Group's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was A$61.41 Mil. Therefore, Fiducian Group's annualized ROE % for the quarter that ended in Dec. 2025 was 32.26%.

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

ASX:FID' s ROE % Range Over the Past 10 Years
Min: 25.13   Med: 29.31   Max: 33.18
Current: 33.18

During the past 13 years, Fiducian Group's highest ROE % was 33.18%. The lowest was 25.13%. And the median was 29.31%.

ASX:FID's ROE % is ranked better than
92.25% of 1612 companies
in the Asset Management industry
Industry Median: 6.395 vs ASX:FID: 33.18

Fiducian Group  (ASX:FID) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Dec. 2025 )
=Net Income/Total Stockholders Equity
=19.808/61.406
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(19.808 / 93.698)*(93.698 / 84.324)*(84.324 / 61.406)
=Net Margin %*Asset Turnover*Equity Multiplier
=21.14 %*1.1112*1.3732
=ROA %*Equity Multiplier
=23.49 %*1.3732
=32.26 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Dec. 2025 )
=Net Income/Total Stockholders Equity
=19.808/61.406
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (19.808 / 28.458) * (28.458 / 93.698) * (93.698 / 84.324) * (84.324 / 61.406)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 0.696 * 30.37 % * 1.1112 * 1.3732
=32.26 %

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. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Fiducian Group ROE % Related Terms


Fiducian Group ROE % Historical Data

* Premium members only.

The historical data trend for Fiducian Group's ROE % 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.

Fiducian Group ROE % Chart

Fiducian Group Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 30.07 29.59 25.13 28.51 32.31

Fiducian Group Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % 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 26.56 30.75 31.04 34.00 32.26

ASX:FID vs BLK, BX, KKR: ROE % Comparison

For the Asset Management subindustry, Fiducian Group's ROE %, along with its competitors' market caps and ROE % 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.


Fiducian Group ROE % vs Asset Management Industry

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

* The bar in red indicates where Fiducian Group's ROE % falls into.


ASX:FID
78GF Score
Fiducian Group Ltd ASX:FID
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Fiducian Group ROE % Calculation

Fiducian Group's annualized ROE % for the fiscal year that ended in Jun. 2025 is calculated as

ROE %=Net Income (A: Jun. 2025 )/( (Total Stockholders Equity (A: Jun. 2024 )+Total Stockholders Equity (A: Jun. 2025 ))/ count )
=18.569/( (54.614+60.328)/ 2 )
=18.569/57.471
=32.31 %

Fiducian Group's annualized ROE % for the quarter that ended in Dec. 2025 is calculated as

ROE %=Net Income (Q: Dec. 2025 )/( (Total Stockholders Equity (Q: Jun. 2025 )+Total Stockholders Equity (Q: Dec. 2025 ))/ count )
=19.808/( (60.328+62.484)/ 2 )
=19.808/61.406
=32.26 %

* 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 ROE %, the net income of the last fiscal year and the average total shareholder equity 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. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 32.26% mean?
Fiducian Group (ASX:FID) has a ROE % of 32.26% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Fiducian Group and its competitors. This is 10% above median its historical median of 29.31. Over the past decade, Fiducian Group's ROE % has ranged from 25.13 to 33.18. According to the industry distribution chart, Fiducian Group ranks #125 out of 1612 companies in the Asset Management industry, placing it in the top 7.8%.
Is Fiducian Group's ROE % too high?
Fiducian Group's current ROE % of 32.26% is 10% above median its 10-year median of 29.31. Over the past 10 years, this metric has ranged from a low of 25.13 to a high of 33.18. The Asset Management industry median ROE % is 6.40. Fiducian Group's value of 32.26% is 404.5% above this industry median. Based on the distribution chart, Fiducian Group ranks #125 out of 1612 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Fiducian Group has a GF Score™ of 78/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Fiducian Group's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Fiducian Group ranks #125 out of 1612 companies for ROE %. This places Fiducian Group in the top 8% of its industry — outperforming the majority of peers. The industry median ROE % is 6.40. Fiducian Group's value of 32.26% is 404.5% above this benchmark. Historically, Fiducian Group's own ROE % has ranged from 25.13 to 33.18 over the past decade. While the company's 10-year median is 29.31 vs. the industry median of 6.40, Fiducian Group 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.40, based on 1,612 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Fiducian Group's current ROE % of 32.26% is 404.5% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Fiducian Group and its competitors. For the Asset Management industry, the median ROE % is 6.40 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fiducian Group's current ROE % is 32.26%, which is 10% above median its own 10-year median of 29.31. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fiducian Group stock overvalued right now?
Based on GuruFocus' analysis, Fiducian Group (ASX:FID) is currently considered Modestly Undervalued. The stock's GF Value™ is A$9.90, compared to a current price of A$8.28 — trading 16.4% below its estimated fair value. The current ROE % is 32.26%, which is 10% above median its 10-year median of 29.31 and 404.5% above the Asset Management industry median of 6.40. Fiducian Group's overall GF Score™ is 78/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Fiducian Group (ASX:FID), the current ROE % is 32.26% 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 Fiducian Group (ASX:FID) Overvalued in 2026?

Based on GuruFocus' analysis, Fiducian Group stock appears to be undervalued. The current stock price of A$8.28 is trading 16.4% below its estimated GF Value™ of A$9.90. GuruFocus considers Fiducian Group to be Modestly Undervalued.

Key valuation signals for ASX:FID:

  • ROE %: 32.26% (10% above median its 10-year median of 29.31)
  • GF Value™: A$9.90 vs. price of A$8.28 (16.4% below fair value)
  • GF Score™: 78/100 with 2 warning signs
  • Industry Position: 404.5% above the Asset Management median (#125 of 1612)

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


Fiducian Group Business Description

Address 1 York Street, Level 4, Sydney, NSW, AUS, 2000
Fiducian Group Ltd operates as a financial services company. It is a provider of specialist financial services to both financial advisers and retail and wholesale clients throughout Australia. The company has the following segments; Funds Management, Financial Planning, Platform Administration, and Corporate Services. It generates maximum revenue from the Financial Planning Segment through which it provides specialist financial planning services to its customers.
78GF Score

Get the complete analysis for ASX:FID

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

A$8.28
Price
A$9.90
GF Value