Strata Investment Holdings (ASX:SRT) ROE %: 63.62% (As of Dec. 2025) — 19781% Above Median


ASX:SRT Strata Investment Holdings PLC ASX:SRT
41 GF Score
Price A$0.16
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What is Strata Investment Holdings ROE %?

Strata Investment Holdings ASX:SRT 41 ROE % is 63.62% as of Dec. 2025, which is 19781% above its 10-year median of 0.32. GuruFocus rates ASX:SRT with a GF Score™ of 41/100.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Strata Investment Holdings's annualized net income for the quarter that ended in Dec. 2025 was A$35.73 Mil. Strata Investment Holdings's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was A$56.15 Mil. Therefore, Strata Investment Holdings's annualized ROE % for the quarter that ended in Dec. 2025 was 63.62%.

The historical rank and industry rank for Strata Investment Holdings's ROE % or its related term are showing as below:

ASX:SRT' s ROE % Range Over the Past 10 Years
Min: -27.05   Med: 0.32   Max: 22.51
Current: 22.51

During the past 13 years, Strata Investment Holdings's highest ROE % was 22.51%. The lowest was -27.05%. And the median was 0.32%.

ASX:SRT's ROE % is not ranked
in the Metals & Mining industry.
Industry Median: -16.11 vs ASX:SRT: 22.51

Strata Investment Holdings  (ASX:SRT) 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
=35.726/56.151
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(35.726 / -0.004)*(-0.004 / 63.467)*(63.467 / 56.151)
=Net Margin %*Asset Turnover*Equity Multiplier
=-893150 %*-0.0001*1.1303
=ROA %*Equity Multiplier
=89.32 %*1.1303
=63.62 %

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
=35.726/56.151
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (35.726 / 39.432) * (39.432 / -3.264) * (-3.264 / -0.004) * (-0.004 / 63.467) * (63.467 / 56.151)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.906 * -12.0809 * 81600 % * -0.0001 * 1.1303
=63.62 %

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.


Strata Investment Holdings ROE % Related Terms


Strata Investment Holdings ROE % Historical Data

* Premium members only.

The historical data trend for Strata Investment Holdings'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.

Strata Investment Holdings ROE % Chart

Strata Investment Holdings Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 12.15 -18.47 -27.05 2.23 21.61

Strata Investment Holdings 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 -19.58 16.78 -12.64 -22.56 63.62

Strata Investment Holdings ROE % Competitor Comparison

For the Other Industrial Metals & Mining subindustry, Strata Investment Holdings'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.


Strata Investment Holdings ROE % vs Metals & Mining Industry

For the Metals & Mining industry and Basic Materials sector, Strata Investment Holdings's ROE % distribution charts can be found below:

* The bar in red indicates where Strata Investment Holdings's ROE % falls into.


ASX:SRT
41GF Score
Strata Investment Holdings PLC ASX:SRT
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Strata Investment Holdings ROE % Calculation

Strata Investment Holdings's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=12.447/( (51.109+64.082)/ 2 )
=12.447/57.5955
=21.61 %

Strata Investment Holdings'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 )
=35.726/( (48.22+64.082)/ 2 )
=35.726/56.151
=63.62 %

* 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 63.62% mean?
Strata Investment Holdings (ASX:SRT) has a ROE % of 63.62% 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 Strata Investment Holdings and its competitors. This is 19781% above median its historical median of 0.32.
Is Strata Investment Holdings' ROE % too high?
Strata Investment Holdings' current ROE % of 63.62% is 19781% above median its 10-year median of 0.32. Overall, Strata Investment Holdings has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does Strata Investment Holdings' ROE % compare to competitors?
Strata Investment Holdings' ROE % of 63.62% can be compared against companies in the Metals & Mining industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for a Metals & Mining company?
A good ROE % depends on the Metals & Mining industry context. However, ROE % 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 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 Strata Investment Holdings and its competitors. Strata Investment Holdings's current ROE % is 63.62%, which is 19781% above median its own 10-year median of 0.32. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Strata Investment Holdings stock overvalued right now?
Strata Investment Holdings (ASX:SRT) has a current ROE % of 63.62%. The current ROE % is 63.62%, which is 19781% above median its 10-year median of 0.32. Strata Investment Holdings' overall GF Score™ is 41/100. 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 Strata Investment Holdings (ASX:SRT), the current ROE % is 63.62% 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.

Strata Investment Holdings Business Description

Address Higher Shalford Farm, Charlton Musgrove, Somerset, Wincanton, GBR, BA9 8HF
Strata Investment Holdings PLC is predominantly focused on equity investments in companies operating within the mining sector. Its investment objective is to provide shareholders with long-term, sustainable asset growth by investing in mineral exploration, development, and mining opportunities that are either undervalued or prospective. The company's operations are carried out within two segments: the Royalty Investments segment and the Equity Investments segment, which includes both strategic investments (often Active) and investments that are part of the on-market portfolio (often Passive).
41GF Score

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

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