Return on Assets (ROA)
since 2005
Calculation
Twenty-First Century Fox Inc., ROA, long-term trends, calculation
| ROA | = | 100 | × | Net income (loss) attributable to Twenty-First Century Fox, Inc. stockholders1 | ÷ | Total assets1 | |
|---|---|---|---|---|---|---|---|
| Jun 30, 2018 | 8.29% | = | 100 | × | 4,464) | ÷ | 53,831) |
| Jun 30, 2017 | 5.82% | = | 100 | × | 2,952) | ÷ | 50,724) |
| Jun 30, 2016 | 5.70% | = | 100 | × | 2,755) | ÷ | 48,365) |
| Jun 30, 2015 | 16.60% | = | 100 | × | 8,306) | ÷ | 50,051) |
| Jun 30, 2014 | 8.24% | = | 100 | × | 4,514) | ÷ | 54,793) |
| Jun 30, 2013 | 13.93% | = | 100 | × | 7,097) | ÷ | 50,944) |
| Jun 30, 2012 | 2.08% | = | 100 | × | 1,179) | ÷ | 56,663) |
| Jun 30, 2011 | 4.42% | = | 100 | × | 2,739) | ÷ | 61,980) |
| Jun 30, 2010 | 4.67% | = | 100 | × | 2,539) | ÷ | 54,384) |
| Jun 30, 2009 | -6.36% | = | 100 | × | (3,378) | ÷ | 53,121) |
| Jun 30, 2008 | 8.65% | = | 100 | × | 5,387) | ÷ | 62,308) |
| Jun 30, 2007 | 5.50% | = | 100 | × | 3,426) | ÷ | 62,343) |
| Jun 30, 2006 | 4.08% | = | 100 | × | 2,314) | ÷ | 56,649) |
| Jun 30, 2005 | 3.89% | = | 100 | × | 2,128) | ÷ | 54,692) |
Based on: 10-K (reporting date: 2018-06-30), 10-K (reporting date: 2017-06-30), 10-K (reporting date: 2016-06-30), 10-K (reporting date: 2015-06-30), 10-K (reporting date: 2014-06-30), 10-K (reporting date: 2013-06-30), 10-K (reporting date: 2012-06-30), 10-K (reporting date: 2011-06-30), 10-K (reporting date: 2010-06-30), 10-K (reporting date: 2009-06-30), 10-K (reporting date: 2008-06-30), 10-K (reporting date: 2007-06-30), 10-K (reporting date: 2006-06-30), 10-K (reporting date: 2005-06-30).
1 US$ in millions
The Return on Assets (ROA) for the period between 2005 and 2018 demonstrates significant volatility, reflecting substantial fluctuations in net income against a relatively stable asset base. While the company maintained a generally positive return, the analyzed timeframe was marked by a severe contraction in 2009 and a peak in operational efficiency in 2015.
- Early Growth and the 2009 Contraction
- Between 2005 and 2008, ROA exhibited a consistent upward trend, rising from 3.89% to 8.65%. This growth was abruptly reversed in 2009, when ROA plummeted to -6.36%. This decline was directly correlated with a reported net loss of $3.378 billion, representing the most significant negative deviation in the period.
- Recovery and Intermediate Volatility
- A recovery phase began in 2010 with ROA returning to 4.67%, although the ratio remained unstable over the following two years, dipping to 2.08% by 2012. This volatility indicates inconsistent earnings generation relative to the total asset base during this interval.
- Peak Performance Phase
- A period of heightened asset efficiency occurred between 2013 and 2015. ROA surged to 13.93% in 2013 and reached a peak of 16.60% in 2015. This acceleration was driven by a substantial increase in net income, which reached $8.306 billion in 2015, occurring simultaneously with a reduction in total assets to $50.051 billion.
- Stabilization and Final Trend
- Following the 2015 peak, ROA moderated to 5.70% in 2016. A gradual recovery followed, with the ratio increasing to 5.82% in 2017 and ending the period at 8.29% in 2018, returning the company to performance levels comparable to those observed in 2008.
AI Ask an analyst for more
Hi, I’m an AI-powered financial analyst at Stock Analysis on Net.
Without a user account, I tend to respond rather slowly.
How can I help you?
Comparison to Competitors
Twenty-First Century Fox Inc., ROA, long-term trends, comparison to competitors
| Twenty-First Century Fox Inc. | Alphabet Inc. | Comcast Corp. | Meta Platforms Inc. | Netflix Inc. | Walt Disney Co. | |
|---|---|---|---|---|---|---|
| Jun 30, 2018 | 8.29% | 13.20% | 4.66% | 22.72% | 4.66% | 12.78% |
| Jun 30, 2017 | 5.82% | 6.42% | 12.15% | 18.85% | 2.94% | 9.37% |
| Jun 30, 2016 | 5.70% | 11.63% | 4.82% | 15.73% | 1.37% | 10.20% |
| Jun 30, 2015 | 16.60% | 11.09% | 4.90% | 7.46% | 1.20% | 9.51% |
| Jun 30, 2014 | 8.24% | 11.01% | 5.26% | 7.32% | 3.78% | 8.91% |
| Jun 30, 2013 | 13.93% | 11.65% | 4.29% | 8.38% | 2.08% | 7.55% |
| Jun 30, 2012 | 2.08% | 11.45% | 3.76% | 0.35% | 0.43% | 7.59% |
| Jun 30, 2011 | 4.42% | 13.42% | 2.64% | — | 7.37% | 6.66% |
| Jun 30, 2010 | 4.67% | 14.70% | 3.07% | — | 16.38% | 5.73% |
| Jun 30, 2009 | -6.36% | 16.10% | 3.23% | — | 17.04% | 5.24% |
| Jun 30, 2008 | 8.65% | 13.31% | 2.25% | — | 13.44% | 7.08% |
| Jun 30, 2007 | 5.50% | 16.59% | 2.28% | — | 10.35% | 7.69% |
| Jun 30, 2006 | 4.08% | 16.66% | 2.29% | — | 8.06% | 5.62% |
| Jun 30, 2005 | 3.89% | 14.27% | 0.90% | — | 11.52% | 4.77% |
Based on: 10-K (reporting date: 2018-06-30), 10-K (reporting date: 2017-06-30), 10-K (reporting date: 2016-06-30), 10-K (reporting date: 2015-06-30), 10-K (reporting date: 2014-06-30), 10-K (reporting date: 2013-06-30), 10-K (reporting date: 2012-06-30), 10-K (reporting date: 2011-06-30), 10-K (reporting date: 2010-06-30), 10-K (reporting date: 2009-06-30), 10-K (reporting date: 2008-06-30), 10-K (reporting date: 2007-06-30), 10-K (reporting date: 2006-06-30), 10-K (reporting date: 2005-06-30).
Comparison to Sector (Media & Entertainment)
Twenty-First Century Fox Inc., ROA, long-term trends, comparison to sector (media & entertainment)
| Twenty-First Century Fox Inc. | Media & Entertainment | |
|---|---|---|
| Jun 30, 2018 | 8.29% | 11.10% |
| Jun 30, 2017 | 5.82% | 10.43% |
| Jun 30, 2016 | 5.70% | 9.25% |
| Jun 30, 2015 | 16.60% | 7.95% |
| Jun 30, 2014 | 8.24% | 7.95% |
| Jun 30, 2013 | 13.93% | 7.34% |
| Jun 30, 2012 | 2.08% | 6.43% |
| Jun 30, 2011 | 4.42% | 6.19% |
| Jun 30, 2010 | 4.67% | 6.60% |
| Jun 30, 2009 | -6.36% | 6.26% |
| Jun 30, 2008 | 8.65% | 5.43% |
| Jun 30, 2007 | 5.50% | 5.76% |
| Jun 30, 2006 | 4.08% | 4.77% |
| Jun 30, 2005 | 3.89% | 2.98% |
Based on: 10-K (reporting date: 2018-06-30), 10-K (reporting date: 2017-06-30), 10-K (reporting date: 2016-06-30), 10-K (reporting date: 2015-06-30), 10-K (reporting date: 2014-06-30), 10-K (reporting date: 2013-06-30), 10-K (reporting date: 2012-06-30), 10-K (reporting date: 2011-06-30), 10-K (reporting date: 2010-06-30), 10-K (reporting date: 2009-06-30), 10-K (reporting date: 2008-06-30), 10-K (reporting date: 2007-06-30), 10-K (reporting date: 2006-06-30), 10-K (reporting date: 2005-06-30).
Comparison to Industry (Communication Services)
Twenty-First Century Fox Inc., ROA, long-term trends, comparison to industry (communication services)
| Twenty-First Century Fox Inc. | Communication Services | |
|---|---|---|
| Jun 30, 2018 | 8.29% | 7.37% |
| Jun 30, 2017 | 5.82% | 9.22% |
| Jun 30, 2016 | 5.70% | 6.13% |
| Jun 30, 2015 | 16.60% | 5.86% |
| Jun 30, 2014 | 8.24% | 4.94% |
| Jun 30, 2013 | 13.93% | 5.87% |
| Jun 30, 2012 | 2.08% | 3.63% |
| Jun 30, 2011 | 4.42% | 3.13% |
| Jun 30, 2010 | 4.67% | 5.26% |
| Jun 30, 2009 | -6.36% | 4.17% |
| Jun 30, 2008 | 8.65% | 4.53% |
| Jun 30, 2007 | 5.50% | 4.38% |
| Jun 30, 2006 | 4.08% | 3.48% |
| Jun 30, 2005 | 3.89% | 3.57% |
Based on: 10-K (reporting date: 2018-06-30), 10-K (reporting date: 2017-06-30), 10-K (reporting date: 2016-06-30), 10-K (reporting date: 2015-06-30), 10-K (reporting date: 2014-06-30), 10-K (reporting date: 2013-06-30), 10-K (reporting date: 2012-06-30), 10-K (reporting date: 2011-06-30), 10-K (reporting date: 2010-06-30), 10-K (reporting date: 2009-06-30), 10-K (reporting date: 2008-06-30), 10-K (reporting date: 2007-06-30), 10-K (reporting date: 2006-06-30), 10-K (reporting date: 2005-06-30).