Think of Enterprise Value as the theoretical takeover price. It is more comprehensive than market capitalization (Market Cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.
EV-to-EBIT is calculated as Enterprise Value divided by its EBIT. This ratio does not apply to banks.
EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. This ratio does not apply to banks.
*** Please note that the current Enterprise Value is calculated using the current market capitalization and the most recently available financial data. If key financial fields—Long-Term Debt & Capital Lease Obligation and Short-Term Debt & Capital Lease Obligation—are recorded as null in the latest reporting period, our data vendor will default to using data from the prior period with valid entries.
Schroder British Opportunities Trust (LSE:SBO) Enterprise Value Explanation
When an investor buy a company, the investor needs to pay not only the common shares, he/she also needs to pay the shareholders of Preferred Stocks. He also assumes the debt of the company, and receives the cash on the company's balance sheet.
If a company has more cash than debt, the investor actually pays less than the Market Cap because he immediately owns the cash once the transaction goes through.
The market value of Preferred Stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.
For the companies with the same Market Cap, the smaller the Enterprise Value is, the cheaper the company is.
Enterprise Value can be negative when the company's net cash is more than its Market Cap. In this case the investor is basically getting the company for free and get paid for that.
Schroder British Opportunities Trust's current Enterprise Value is £64.54 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Schroder British Opportunities Trust's Revenue for the trailing twelve months (TTM) ended in Sep. 2025 was £2.51 Mil.
Schroder British Opportunities Trust's current Enterprise Value is £64.54 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Schroder British Opportunities Trust's Cash Flow from Operations for the trailing twelve months (TTM) ended in Sep. 2025 was £-1.44 Mil.
Schroder British Opportunities Trust's current Enterprise Value is £64.54 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Schroder British Opportunities Trust's Free Cash Flow for the trailing twelve months (TTM) ended in Sep. 2025 was £-1.44 Mil.
* 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.
Schroder British Opportunities Trust Enterprise Value Related Terms
Schroder British Opportunities Trust Enterprise Value Historical Data
* 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.
Schroder British Opportunities Trust Enterprise Value Chart
Schroder British Opportunities Trust Annual Data
Trend
Jun21
Mar23
Mar24
Mar25
Enterprise Value
60.79
42.86
57.96
50.56
Schroder British Opportunities Trust Semi-Annual Data
LSE:SBO vs BLK, BX, KKR: Enterprise Value Comparison
For the Asset Management subindustry, Schroder British Opportunities Trust's Enterprise Value, along with its competitors' market caps and Enterprise Value 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.
Schroder British Opportunities Trust Enterprise Value vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Schroder British Opportunities Trust's Enterprise Value distribution charts can be found below:
* The bar in red indicates where Schroder British Opportunities Trust's Enterprise Value falls into.
Schroder British Opportunities Trust Enterprise Value Calculation
Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.
* 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.
Schroder British Opportunities Trust (LSE:SBO) has a Enterprise Value of £64.54 Mil as of Jul. 01, 2026. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Schroder British Opportunities Trust and its competitors.
Is Schroder British Opportunities Trust's Enterprise Value too high?
Schroder British Opportunities Trust's current Enterprise Value is £64.54 Mil. Overall, Schroder British Opportunities Trust has a GF Score™ of 39/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Schroder British Opportunities Trust's Enterprise Value compare to BLK and BX?
Schroder British Opportunities Trust's Enterprise Value of £64.54 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Enterprise Value for an Asset Management company?
A good Enterprise Value depends on the Asset Management industry context. However, Enterprise Value 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 Enterprise Value mean?
A high Enterprise Value can signal that a stock is expensive relative to its fundamentals. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Schroder British Opportunities Trust and its competitors. Schroder British Opportunities Trust's current Enterprise Value is £64.54 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroder British Opportunities Trust stock overvalued right now?
Based on GuruFocus' analysis, Schroder British Opportunities Trust (LSE:SBO) is currently considered Fairly Valued. The stock's GF Value™ is £0.69, compared to a current price of £0.69 — trading 0.4% above its estimated fair value. The current Enterprise Value is £64.54 Mil. Schroder British Opportunities Trust's overall GF Score™ is 39/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Enterprise Value calculated?
Enterprise Value is calculated from a company's financial statements. For Schroder British Opportunities Trust (LSE:SBO), the current Enterprise Value is £64.54 Mil as of Jul. 01, 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.
Is Schroder British Opportunities Trust (LSE:SBO) Overvalued in 2026?
Based on GuruFocus' analysis, Schroder British Opportunities Trust stock appears to be overvalued.
The current stock price of £0.69 is trading 0.4% above its estimated GF Value™ of £0.69.
GuruFocus considers Schroder British Opportunities Trust to be Fairly Valued.
Key valuation signals for LSE:SBO:
Enterprise Value: £64.54 Mil
GF Value™: £0.69 vs. price of £0.69 (0.4% above fair value)
No single metric tells the full story. See the LSE:SBO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Schroder British Opportunities Trust Business Description
Schroder British Opportunities Trust PLC is an asset management company. Its investment objective is to deliver long-term total returns throughout the company's life by investing in a diversified public equity and private equity portfolio of predominantly UK companies. Its portfolio predominantly consists of securities of UK companies from different sectors such as Software, IT services, Insurance, Hotels, Restaurants & Leisure, Health Care Technology, and others.
39GF Score
Get the complete analysis for LSE:SBO
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