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What is John Hancock Financial Opportunities Fund Equity-to-Asset?
John Hancock Financial Opportunities FundBTO +0.36%35 Equity-to-Asset is 0.85 as of Dec. 2025, which is 1% above its 10-year median of 0.84. GuruFocus rates BTO with a GF Score™ of 35/100. The stock has 7 warning signs investors should review. Among 1,634 Asset Management companies, John Hancock Financial Opportunities Fund ranks better than 53.55% on this metric.
BTO's Equity-to-Asset is ranked better than 53.55% of 1634
companies
in the Asset Management industry
Industry Median: 0.83
vs BTO: 0.85
John Hancock Financial Opportunities Fund (NYSE:BTO) Equity-to-Asset Explanation
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
John Hancock Financial Opportunities Fund Equity-to-Asset Related Terms
John Hancock Financial Opportunities Fund Equity-to-Asset 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.
John Hancock Financial Opportunities Fund Equity-to-Asset Chart
John Hancock Financial Opportunities Fund Annual Data
For the Asset Management subindustry, John Hancock Financial Opportunities Fund's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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.
John Hancock Financial Opportunities Fund Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, John Hancock Financial Opportunities Fund's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where John Hancock Financial Opportunities Fund's Equity-to-Asset falls into.
John Hancock Financial Opportunities Fund Equity-to-Asset Calculation
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
* 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.
John Hancock Financial Opportunities Fund (BTO) has a Equity-to-Asset of 0.85 as of Dec. 2025. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on John Hancock Financial Opportunities Fund and its competitors. This is near median its historical median of 0.84. Over the past decade, John Hancock Financial Opportunities Fund's Equity-to-Asset has ranged from 0.81 to 0.86. According to the industry distribution chart, John Hancock Financial Opportunities Fund ranks #759 out of 1634 companies in the Asset Management industry, placing it in the top 46.5%.
Is John Hancock Financial Opportunities Fund's Equity-to-Asset too high?
John Hancock Financial Opportunities Fund's current Equity-to-Asset of 0.85 is near median its 10-year median of 0.84. Over the past 10 years, this metric has ranged from a low of 0.81 to a high of 0.86. The Asset Management industry median Equity-to-Asset is 0.83. John Hancock Financial Opportunities Fund's value of 0.85 is 2.4% above this industry median. Based on the distribution chart, John Hancock Financial Opportunities Fund ranks #759 out of 1634 companies in the Asset Management industry, which is above the industry midpoint. Overall, John Hancock Financial Opportunities Fund has a GF Score™ of 35/100, reflecting its overall financial health beyond just this single metric.
How does John Hancock Financial Opportunities Fund's Equity-to-Asset compare to BCSF and MQY?
According to the Asset Management industry distribution chart, John Hancock Financial Opportunities Fund ranks #759 out of 1634 companies for Equity-to-Asset. This puts John Hancock Financial Opportunities Fund in the upper half of its industry. The industry median Equity-to-Asset is 0.83. John Hancock Financial Opportunities Fund's value of 0.85 is 2.4% above this benchmark. Historically, John Hancock Financial Opportunities Fund's own Equity-to-Asset has ranged from 0.81 to 0.86 over the past decade. While the company's 10-year median is 0.84 vs. the industry median of 0.83, John Hancock Financial Opportunities Fund has consistently been above 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 Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,634 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. John Hancock Financial Opportunities Fund's current Equity-to-Asset of 0.85 is 2.4% above 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 Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on John Hancock Financial Opportunities Fund and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. John Hancock Financial Opportunities Fund's current Equity-to-Asset is 0.85, which is near median its own 10-year median of 0.84. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is John Hancock Financial Opportunities Fund stock overvalued right now?
John Hancock Financial Opportunities Fund (BTO) has a current Equity-to-Asset of 0.85. The current Equity-to-Asset is 0.85, which is near median its 10-year median of 0.84 and 2.4% above the Asset Management industry median of 0.83. John Hancock Financial Opportunities Fund's overall GF Score™ is 35/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For John Hancock Financial Opportunities Fund (BTO), the current Equity-to-Asset is 0.85 as of Dec. 2025. 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.
John Hancock Financial Opportunities Fund Business Description
John Hancock Financial Opportunities Fund is a United States-based closed-end, diversified management investment company. Its investment objective is to provide a high level of total return consisting of long-term capital appreciation and current income. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of U.S. and foreign financial services companies of any size. These companies may include, but are not limited to, banks, thrifts, finance and financial technology companies, brokerage and advisory firms, real estate-related firms, insurance companies, and financial holding companies.
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