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Scottish American Investment Co (The) (CHIX:SAINL) ROE % : 0.47% (As of Dec. 2024)


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What is Scottish American Investment Co (The) ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Scottish American Investment Co (The)'s annualized net income for the quarter that ended in Dec. 2024 was £4.51 Mil. Scottish American Investment Co (The)'s average Total Stockholders Equity over the quarter that ended in Dec. 2024 was £962.28 Mil. Therefore, Scottish American Investment Co (The)'s annualized ROE % for the quarter that ended in Dec. 2024 was 0.47%.

The historical rank and industry rank for Scottish American Investment Co (The)'s ROE % or its related term are showing as below:

CHIX:SAINl' s ROE % Range Over the Past 10 Years
Min: -7.38   Med: 12.29   Max: 24.82
Current: 5.44

During the past 13 years, Scottish American Investment Co (The)'s highest ROE % was 24.82%. The lowest was -7.38%. And the median was 12.29%.

CHIX:SAINl's ROE % is ranked worse than
58.08% of 1658 companies
in the Asset Management industry
Industry Median: 7.98 vs CHIX:SAINl: 5.44

Scottish American Investment Co (The) ROE % Historical Data

The historical data trend for Scottish American Investment Co (The)'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.

* Premium members only.

Scottish American Investment Co (The) ROE % Chart

Scottish American Investment Co (The) Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 12.79 18.90 -7.38 11.79 5.50

Scottish American Investment Co (The) Semi-Annual Data
Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24
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 5.93 14.98 8.54 10.41 0.47

Competitive Comparison of Scottish American Investment Co (The)'s ROE %

For the Asset Management subindustry, Scottish American Investment Co (The)'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.


Scottish American Investment Co (The)'s ROE % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Scottish American Investment Co (The)'s ROE % distribution charts can be found below:

* The bar in red indicates where Scottish American Investment Co (The)'s ROE % falls into.



Scottish American Investment Co (The) ROE % Calculation

Scottish American Investment Co (The)'s annualized ROE % for the fiscal year that ended in Dec. 2024 is calculated as

ROE %=Net Income (A: Dec. 2024 )/( (Total Stockholders Equity (A: Dec. 2023 )+Total Stockholders Equity (A: Dec. 2024 ))/ count )
=51.872/( (935.184+952.693)/ 2 )
=51.872/943.9385
=5.50 %

Scottish American Investment Co (The)'s annualized ROE % for the quarter that ended in Dec. 2024 is calculated as

ROE %=Net Income (Q: Dec. 2024 )/( (Total Stockholders Equity (Q: Jun. 2024 )+Total Stockholders Equity (Q: Dec. 2024 ))/ count )
=4.51/( (971.873+952.693)/ 2 )
=4.51/962.283
=0.47 %

* 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. 2024) net income data. ROE % is displayed in the 30-year financial page.


Scottish American Investment Co (The)  (CHIX:SAINl) 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. 2024 )
=Net Income/Total Stockholders Equity
=4.51/962.283
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(4.51 / 8)*(8 / 1059.882)*(1059.882 / 962.283)
=Net Margin %*Asset Turnover*Equity Multiplier
=56.38 %*0.0075*1.1014
=ROA %*Equity Multiplier
=0.42 %*1.1014
=0.47 %

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. 2024 )
=Net Income/Total Stockholders Equity
=4.51/962.283
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (4.51 / 6.672) * (6.672 / 8) * (8 / 1059.882) * (1059.882 / 962.283)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 0.676 * 83.4 % * 0.0075 * 1.1014
=0.47 %

Note: The net income data used here is two times the semi-annual (Dec. 2024) net income data. The Revenue data used here is two times the semi-annual (Dec. 2024) 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.


Scottish American Investment Co (The) ROE % Related Terms

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Scottish American Investment Co (The) Business Description

Traded in Other Exchanges
Address
Calton Square, 1 Greenside Row, Edinburgh, GBR, EH1 3AN
Scottish American Investment Co (The) PLC is an investment trust operating in the UK. Its objective is to deliver real dividend growth by increasing capital and growing income. The company mainly invests in equity markets as well as investments in other financial instruments including bonds, property, and other asset classes. It holds a diversified portfolio of investments irrespective of any pre-defined maximum or minimum exposure levels for asset classes, sectors, or regions. The company focuses on investing in listed equities to grow its assets over the medium to the longer term at a faster rate than inflation. It may use derivatives and structured instruments to hedge an existing investment or a currency exposure or to exploit an investment opportunity.

Scottish American Investment Co (The) Headlines

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