Andrews Sykes Group (LON:ASY) ROCE Growth Drives Interest

Andrews Sykes Group has achieved a 38% return on capital employed (ROCE), surpassing the Trade Distributors industry average of 12%. Over the past five years, the company has seen a 50% increase in ROCE despite relatively flat capital employed, indicating improved efficiency and potential for future growth.

Mr. Cooper Group Inc. (NASDAQ: COOP), a leading mortgage servicing and real estate services provider, has reported strong financial results for the second quarter of 2025. The company's net income for the period was $198 million, with a return on tangible common equity (ROCE) of 17.2%. The company's servicing portfolio expanded by 25% year-over-year to $1,509 billion [1].

Key highlights of the Q2 2025 financial results include:
- Pretax operating income of $269 million, with the Servicing segment generating $332 million and Originations contributing $64 million.
- Funding of 33,051 loans totaling $9.4 billion in unpaid principal balance (UPB), marking a 14% quarter-over-quarter increase.
- Launch of an MSR Fund with an initial $200 million commitment after the quarter ended.

The company maintained strong operational metrics, with a 60+ day delinquency rate of 1.4% and an annualized charge-off rate (CPR) of 7.0%. These results demonstrate the company's momentum as it approaches its merger with Rocket Companies, Inc. [1].

In other news, Mr. Cooper Group shareholders have approved the merger agreement with Rocket Companies, Inc. The merger is expected to close in the fourth quarter of 2025 and will create America's largest mortgage servicing platform, managing over $2.1 trillion in loan volume and serving nearly 10 million clients. The transaction is valued at $9.4 billion, with Mr. Cooper shareholders receiving 11.0 Rocket shares for each share of Mr. Cooper stock [3].

References:
[1] https://www.stocktitan.net/news/COOP/
[2] https://www.stocktitan.net/news/COOP/
[3] https://www.stocktitan.net/news/COOP/