LOKV (Live Oak Acquisition V) ROE %: -0.25% (As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LOKV Live Oak Acquisition Corp V LOKV
15 GF Score
Price $11.54
! 1 Warning Sign
View Full Analysis

What is Live Oak Acquisition V ROE %?

Live Oak Acquisition V LOKV +1.77% 15 ROE % is -0.25% as of Mar. 2026. GuruFocus rates LOKV with a GF Score™ of 15/100. The stock has 1 warning sign investors should review. Among 482 Diversified Financial Services companies, Live Oak Acquisition V ranks worse than 74.27% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Live Oak Acquisition V's annualized net income for the quarter that ended in Mar. 2026 was $-0.52 Mil. Live Oak Acquisition V's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was $210.22 Mil. Therefore, Live Oak Acquisition V's annualized ROE % for the quarter that ended in Mar. 2026 was -0.25%.

The historical rank and industry rank for Live Oak Acquisition V's ROE % or its related term are showing as below:

LOKV' s ROE % Range Over the Past 10 Years
Min: -15.69   Med: -15.69   Max: -4.74
Current: -4.74

During the past 2 years, Live Oak Acquisition V's highest ROE % was -4.74%. The lowest was -15.69%. And the median was -15.69%.

LOKV's ROE % is ranked worse than
74.27% of 482 companies
in the Diversified Financial Services industry
Industry Median: 1.63 vs LOKV: -4.74

Live Oak Acquisition V  (NAS:LOKV) 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: Mar. 2026 )
=Net Income/Total Stockholders Equity
=-0.516/210.2235
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(-0.516 / 0)*(0 / 241.4115)*(241.4115 / 210.2235)
=Net Margin %*Asset Turnover*Equity Multiplier
=N/A %*0*1.1484
=ROA %*Equity Multiplier
=N/A %*1.1484
=-0.25 %

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: Mar. 2026 )
=Net Income/Total Stockholders Equity
=-0.516/210.2235
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (-0.516 / -0.516) * (-0.516 / -3.864) * (-3.864 / 0) * (0 / 241.4115) * (241.4115 / 210.2235)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1 * 0.1335 * N/A % * 0 * 1.1484
=-0.25 %

Note: The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) 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.


Live Oak Acquisition V ROE % Related Terms


Live Oak Acquisition V ROE % Historical Data

* Premium members only.

The historical data trend for Live Oak Acquisition V'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.

Live Oak Acquisition V ROE % Chart

Live Oak Acquisition V Annual Data
Trend Dec24 Dec25
ROE %
0.00 -15.69

Live Oak Acquisition V Quarterly Data
Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Get a 7-Day Free Trial -22.87 3.79 3.77 -26.48 -0.25

LOKV vs CEPT, BLUW, CEPV: ROE % Comparison

For the Shell Companies subindustry, Live Oak Acquisition V'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.


Live Oak Acquisition V ROE % vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, Live Oak Acquisition V's ROE % distribution charts can be found below:

* The bar in red indicates where Live Oak Acquisition V's ROE % falls into.


LOKV
15GF Score
Live Oak Acquisition Corp V LOKV
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Live Oak Acquisition V ROE % Calculation

Live Oak Acquisition V'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 )
=-16.495/( (0.006+210.288)/ 2 )
=-16.495/105.147
=-15.69 %

Live Oak Acquisition V's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=-0.516/( (210.288+210.159)/ 2 )
=-0.516/210.2235
=-0.25 %

* 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 four times the quarterly (Mar. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of -0.25% mean?
Live Oak Acquisition V (LOKV) has a ROE % of -0.25% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Live Oak Acquisition V and its competitors. According to the industry distribution chart, Live Oak Acquisition V ranks #358 out of 482 companies in the Diversified Financial Services industry, placing it in the top 74.3%.
Is Live Oak Acquisition V's ROE % too high?
Live Oak Acquisition V's current ROE % is -0.25%. Based on the distribution chart, Live Oak Acquisition V ranks #358 out of 482 companies in the Diversified Financial Services industry, which is below the industry midpoint. Overall, Live Oak Acquisition V has a GF Score™ of 15/100, reflecting its overall financial health beyond just this single metric.
How does Live Oak Acquisition V's ROE % compare to CEPT and BLUW?
According to the Diversified Financial Services industry distribution chart, Live Oak Acquisition V ranks #358 out of 482 companies for ROE %. This places Live Oak Acquisition V in the lower half of its industry. The industry median ROE % is 1.63. 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 Diversified Financial Services company?
The median ROE % among Diversified Financial Services companies is 1.63, based on 482 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. 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 Live Oak Acquisition V and its competitors. For the Diversified Financial Services industry, the median ROE % is 1.63 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Live Oak Acquisition V's current ROE % is -0.25%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Live Oak Acquisition V stock overvalued right now?
Live Oak Acquisition V (LOKV) has a current ROE % of -0.25%. The current ROE % is -0.25%. Live Oak Acquisition V's overall GF Score™ is 15/100 with 1 warning sign 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 Live Oak Acquisition V (LOKV), the current ROE % is -0.25% 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.

Live Oak Acquisition V Business Description

Address 4921 William Arnold Road, Memphis, TN, USA, 38117
Live Oak Acquisition Corp V is a blank check company.
15GF Score

Get the complete analysis for LOKV

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

$11.54
Price