Brunner Investment Trust (The) (CHIX:BUTL) Equity-to-Asset: 0.97 (As of May. 2026) — Near Median

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CHIX:BUTL Brunner Investment Trust (The) PLC CHIX:BUTL
65 GF Score
Price £14.50
GF Value £26.65
! 5 Warning Signs
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What is Brunner Investment Trust (The) Equity-to-Asset?

Brunner Investment Trust (The) CHIX:BUTL 65 Equity-to-Asset is 0.97 as of May. 2026, which is 4% above its 10-year median of 0.93. GuruFocus rates CHIX:BUTL with a GF Score™ of 65/100 and a GF Value™ of £26.65. The stock has 5 warning signs investors should review. Among 1,629 Asset Management companies, Brunner Investment Trust (The) ranks better than 78.21% on this metric.

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Brunner Investment Trust (The)'s Total Stockholders Equity for the quarter that ended in May. 2026 was £696.2 Mil. Brunner Investment Trust (The)'s Total Assets for the quarter that ended in May. 2026 was £721.4 Mil. Therefore, Brunner Investment Trust (The)'s Equity to Asset Ratio for the quarter that ended in May. 2026 was 0.97.

The historical rank and industry rank for Brunner Investment Trust (The)'s Equity-to-Asset or its related term are showing as below:

CHIX:BUTl' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.86   Med: 0.93   Max: 0.97
Current: 0.97

During the past 13 years, the highest Equity to Asset Ratio of Brunner Investment Trust (The) was 0.97. The lowest was 0.86. And the median was 0.93.

CHIX:BUTl's Equity-to-Asset is ranked better than
78.21% of 1629 companies
in the Asset Management industry
Industry Median: 0.83 vs CHIX:BUTl: 0.97

Brunner Investment Trust (The)  (CHIX:BUTl) 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%.


Brunner Investment Trust (The) Equity-to-Asset Related Terms


Brunner Investment Trust (The) Equity-to-Asset Historical Data

* Premium members only.

The historical data trend for Brunner Investment Trust (The)'s Equity-to-Asset 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.

Brunner Investment Trust (The) Equity-to-Asset Chart

Brunner Investment Trust (The) Annual Data
Trend Nov16 Nov17 Nov18 Nov19 Nov20 Nov21 Nov22 Nov23 Nov24 Nov25
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.93 0.93 0.94 0.94 0.96

Brunner Investment Trust (The) Semi-Annual Data
Nov16 May17 Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24 May25 Nov25 May26
Equity-to-Asset 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 0.96 0.94 0.95 0.96 0.97

CHIX:BUTL vs BLK, BX, KKR: Equity-to-Asset Comparison

For the Asset Management subindustry, Brunner Investment Trust (The)'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.


Brunner Investment Trust (The) Equity-to-Asset vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Brunner Investment Trust (The)'s Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where Brunner Investment Trust (The)'s Equity-to-Asset falls into.


CHIX:BUTL
65GF Score
Brunner Investment Trust (The) PLC CHIX:BUTL
Equity-to-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Brunner Investment Trust (The) 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.

Brunner Investment Trust (The)'s Equity to Asset Ratio for the fiscal year that ended in Nov. 2025 is calculated as

Equity to Asset (A: Nov. 2025 )=Total Stockholders Equity/Total Assets
=667.223/697.373
=0.96

Brunner Investment Trust (The)'s Equity to Asset Ratio for the quarter that ended in May. 2026 is calculated as

Equity to Asset (Q: May. 2026 )=Total Stockholders Equity/Total Assets
=696.23/721.357
=0.97

* 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 Equity-to-Asset →
What does a Equity-to-Asset of 0.97 mean?
Brunner Investment Trust (The) (CHIX:BUTL) has a Equity-to-Asset of 0.97 as of May. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Brunner Investment Trust (The) and its competitors. This is near median its historical median of 0.93. Over the past decade, Brunner Investment Trust (The)'s Equity-to-Asset has ranged from 0.86 to 0.97. According to the industry distribution chart, Brunner Investment Trust (The) ranks #355 out of 1629 companies in the Asset Management industry, placing it in the top 21.8%.
Is Brunner Investment Trust (The)'s Equity-to-Asset too high?
Brunner Investment Trust (The)'s current Equity-to-Asset of 0.97 is near median its 10-year median of 0.93. Over the past 10 years, this metric has ranged from a low of 0.86 to a high of 0.97. The Asset Management industry median Equity-to-Asset is 0.83. Brunner Investment Trust (The)'s value of 0.97 is 16.9% above this industry median. Based on the distribution chart, Brunner Investment Trust (The) ranks #355 out of 1629 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Brunner Investment Trust (The) has a GF Score™ of 65/100, reflecting its overall financial health beyond just this single metric.
How does Brunner Investment Trust (The)'s Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Brunner Investment Trust (The) ranks #355 out of 1629 companies for Equity-to-Asset. This places Brunner Investment Trust (The) in the top 22% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. Brunner Investment Trust (The)'s value of 0.97 is 16.9% above this benchmark. Historically, Brunner Investment Trust (The)'s own Equity-to-Asset has ranged from 0.86 to 0.97 over the past decade. While the company's 10-year median is 0.93 vs. the industry median of 0.83, Brunner Investment Trust (The) 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 1,629 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. Brunner Investment Trust (The)'s current Equity-to-Asset of 0.97 is 16.9% 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 Brunner Investment Trust (The) 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. Brunner Investment Trust (The)'s current Equity-to-Asset is 0.97, which is near median its own 10-year median of 0.93. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Brunner Investment Trust (The) stock overvalued right now?
Brunner Investment Trust (The) (CHIX:BUTL) has a current Equity-to-Asset of 0.97. The stock's GF Value™ is £26.65, compared to a current price of £14.50 — trading 45.6% below its estimated fair value. The current Equity-to-Asset is 0.97, which is near median its 10-year median of 0.93 and 16.9% above the Asset Management industry median of 0.83. Brunner Investment Trust (The)'s overall GF Score™ is 65/100 with 5 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 Brunner Investment Trust (The) (CHIX:BUTL), the current Equity-to-Asset is 0.97 as of May. 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 Brunner Investment Trust (The) (CHIX:BUTL) Overvalued in 2026?

Based on GuruFocus' analysis, Brunner Investment Trust (The) stock appears to be undervalued. The current stock price of £14.50 is trading 45.6% below its estimated GF Value™ of £26.65.

Key valuation signals for CHIX:BUTL:

  • Equity-to-Asset: 0.97 (near median its 10-year median of 0.93)
  • GF Value™: £26.65 vs. price of £14.50 (45.6% below fair value)
  • GF Score™: 65/100 with 5 warning signs
  • Industry Position: 16.9% above the Asset Management median (#355 of 1629)

No single metric tells the full story. See the CHIX:BUTL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Brunner Investment Trust (The) Business Description

Other Exchanges BUT:UK
Address 199 Bishopsgate, London, GBR, EC2M 3TY
Brunner Investment Trust (The) PLC is a United Kingdom-based investment trust. It aims to provide growth in capital value and dividends over the long term by investing in UK securities and international securities. The benchmark against which performance is measured is 70% FTSE World ex-UK Index and 30% FTSE All-Share Index. Its portfolio consists of securities from Industrials, Financials, Communication Services, Utilities, Health Care, Energy, and other industries.
65GF Score

Get the complete analysis for CHIX:BUTL

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

£14.50
Price
£26.65
GF Value