CT UK Capital &ome Investment Trust (LSE:CTUK) Debt-to-Equity: 0.07 (As of Mar. 2026) — Near Median

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.

LSE:CTUK CT UK Capital & Income Investment Trust PLC LSE:CTUK
31 GF Score
Price £3.47
! 4 Warning Signs
View Full Analysis

What is CT UK Capital &ome Investment Trust Debt-to-Equity?

CT UK Capital &ome Investment Trust LSE:CTUK -1.56% 31 Debt-to-Equity is 0.07 as of Mar. 2026, which is at its 10-year median of 0.07. GuruFocus rates LSE:CTUK with a GF Score™ of 31/100. The stock has 4 warning signs investors should review. Among 930 Asset Management companies, CT UK Capital &ome Investment Trust ranks better than 75.91% on this metric.

CT UK Capital &ome Investment Trust's Short-Term Debt & Capital Lease Obligation for the quarter that ended in Mar. 2026 was £0.00 Mil. CT UK Capital &ome Investment Trust's Long-Term Debt & Capital Lease Obligation for the quarter that ended in Mar. 2026 was £23.00 Mil. CT UK Capital &ome Investment Trust's Total Stockholders Equity for the quarter that ended in Mar. 2026 was £326.35 Mil. CT UK Capital &ome Investment Trust's debt to equity for the quarter that ended in Mar. 2026 was 0.07.

A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. This can result in volatile earnings as a result of the additional interest expense.

The historical rank and industry rank for CT UK Capital &ome Investment Trust's Debt-to-Equity or its related term are showing as below:

LSE:CTUK' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.03   Med: 0.07   Max: 0.09
Current: 0.07

During the past 13 years, the highest Debt-to-Equity Ratio of CT UK Capital &ome Investment Trust was 0.09. The lowest was 0.03. And the median was 0.07.

LSE:CTUK's Debt-to-Equity is ranked better than
75.91% of 930 companies
in the Asset Management industry
Industry Median: 0.22 vs LSE:CTUK: 0.07

CT UK Capital &ome Investment Trust  (LSE:CTUK) Debt-to-Equity Explanation

In the calculation of Debt to Equity, we use the total of Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation divided by Total Stockholders Equity. In some calculations, Total Liabilities is used to for calculation.


Be Aware

Because a company can increase its ROE % by having more financial leverage, it is important to watch the leverage ratio when investing in high ROE % companies.


CT UK Capital &ome Investment Trust Debt-to-Equity Related Terms


CT UK Capital &ome Investment Trust Debt-to-Equity Historical Data

* Premium members only.

The historical data trend for CT UK Capital &ome Investment Trust's Debt-to-Equity 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.

CT UK Capital &ome Investment Trust Debt-to-Equity Chart

CT UK Capital &ome Investment Trust Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Debt-to-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.07 0.08 0.08 0.08 0.05

CT UK Capital &ome Investment Trust Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
Debt-to-Equity 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 0.08 0.08 0.06 0.05 0.07

LSE:CTUK vs BLK, BX, KKR: Debt-to-Equity Comparison

For the Asset Management subindustry, CT UK Capital &ome Investment Trust's Debt-to-Equity, along with its competitors' market caps and Debt-to-Equity 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.


CT UK Capital &ome Investment Trust Debt-to-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, CT UK Capital &ome Investment Trust's Debt-to-Equity distribution charts can be found below:

* The bar in red indicates where CT UK Capital &ome Investment Trust's Debt-to-Equity falls into.


LSE:CTUK
31GF Score
CT UK Capital & Income Investment Trust PLC LSE:CTUK
Debt-to-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

CT UK Capital &ome Investment Trust Debt-to-Equity Calculation

Debt to Equity measures the financial leverage a company has.

CT UK Capital &ome Investment Trust's Debt to Equity Ratio for the fiscal year that ended in Sep. 2025 is calculated as

CT UK Capital &ome Investment Trust's Debt to Equity Ratio for the quarter that ended in Mar. 2026 is calculated as

* 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.

Frequently Asked Questions Learn more about Debt-to-Equity →
What does a Debt-to-Equity of 0.07 mean?
CT UK Capital &ome Investment Trust (LSE:CTUK) has a Debt-to-Equity of 0.07 as of Mar. 2026. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on CT UK Capital &ome Investment Trust and its competitors. This is near median its historical median of 0.07. Over the past decade, CT UK Capital &ome Investment Trust's Debt-to-Equity has ranged from 0.03 to 0.09. According to the industry distribution chart, CT UK Capital &ome Investment Trust ranks #224 out of 930 companies in the Asset Management industry, placing it in the top 24.1%.
Is CT UK Capital &ome Investment Trust's Debt-to-Equity too high?
CT UK Capital &ome Investment Trust's current Debt-to-Equity of 0.07 is near median its 10-year median of 0.07. Over the past 10 years, this metric has ranged from a low of 0.03 to a high of 0.09. The Asset Management industry median Debt-to-Equity is 0.22. CT UK Capital &ome Investment Trust's value of 0.07 is 68.2% below this industry median. Based on the distribution chart, CT UK Capital &ome Investment Trust ranks #224 out of 930 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, CT UK Capital &ome Investment Trust has a GF Score™ of 31/100, reflecting its overall financial health beyond just this single metric.
How does CT UK Capital &ome Investment Trust's Debt-to-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, CT UK Capital &ome Investment Trust ranks #224 out of 930 companies for Debt-to-Equity. This places CT UK Capital &ome Investment Trust in the top 24% of its industry — outperforming the majority of peers. The industry median Debt-to-Equity is 0.22. CT UK Capital &ome Investment Trust's value of 0.07 is 68.2% below this benchmark. Historically, CT UK Capital &ome Investment Trust's own Debt-to-Equity has ranged from 0.03 to 0.09 over the past decade. While the company's 10-year median is 0.07 vs. the industry median of 0.22, CT UK Capital &ome Investment Trust has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Debt-to-Equity for an Asset Management company?
The median Debt-to-Equity among Asset Management companies is 0.22, based on 930 companies in the industry. Companies in the top quartile (top 25%) have a Debt-to-Equity significantly above this median, while those in the bottom quartile fall well below. However, Debt-to-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. CT UK Capital &ome Investment Trust's current Debt-to-Equity of 0.07 is 68.2% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Debt-to-Equity mean?
A high Debt-to-Equity can signal that a stock is expensive relative to its fundamentals. Debt-to-Equity ratio represents the ratio of total debt to total company equity. View historical data on CT UK Capital &ome Investment Trust and its competitors. For the Asset Management industry, the median Debt-to-Equity is 0.22 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. CT UK Capital &ome Investment Trust's current Debt-to-Equity is 0.07, which is near median its own 10-year median of 0.07. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CT UK Capital &ome Investment Trust stock overvalued right now?
CT UK Capital &ome Investment Trust (LSE:CTUK) has a current Debt-to-Equity of 0.07. The current Debt-to-Equity is 0.07, which is near median its 10-year median of 0.07 and 68.2% below the Asset Management industry median of 0.22. CT UK Capital &ome Investment Trust's overall GF Score™ is 31/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Debt-to-Equity calculated?
Debt-to-Equity is calculated from a company's financial statements. For CT UK Capital &ome Investment Trust (LSE:CTUK), the current Debt-to-Equity is 0.07 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.

CT UK Capital &ome Investment Trust Business Description

Address 78 Cannon Street, Cannon Place, London, GBR, EC4N 6AG
CT UK Capital & Income Investment Trust PLC is an investment company. The Company's activities comprise a single operating segment, which is investing in the UK, USA, and Europe in equities to secure long-term growth in income and capital The company's investment objective is to secure long-term capital and income growth from a portfolio consisting mainly of FTSE All-Share companies. It invests in companies that have long-term prospects with attractive returns on invested capital. The majority of the company's holdings are in large and mid-cap companies, with a smaller percentage invested in smaller and overseas companies.
31GF Score

Get the complete analysis for LSE:CTUK

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

£3.47
Price