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Herald Investment TrustCHIX:HRIL 37 Equity-to-Asset is 1.00 as of Jun. 2026, which is at its 10-year median of 1.00. GuruFocus rates CHIX:HRIL with a GF Score™ of 37/100. The stock has 1 warning sign investors should review. Among 1,618 Asset Management companies, Herald Investment Trust ranks better than 99.88% on this metric.
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%.
Herald Investment Trust Equity-to-Asset Related Terms
Herald Investment Trust 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.
CHIX:HRIL vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Herald Investment Trust'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.
Herald Investment Trust Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Herald Investment Trust's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Herald Investment Trust's Equity-to-Asset falls into.
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.
Herald Investment Trust's Equity to Asset Ratio for the fiscal year that ended in Dec. 2025 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.
Herald Investment Trust (CHIX:HRIL) has a Equity-to-Asset of 1.00 as of Jun. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Herald Investment Trust and its competitors. This is near median its historical median of 1.00. Over the past decade, Herald Investment Trust's Equity-to-Asset has ranged from 0.97 to 1.00. According to the industry distribution chart, Herald Investment Trust ranks #2 out of 1618 companies in the Asset Management industry, placing it in the top 0.099999999999994%.
Is Herald Investment Trust's Equity-to-Asset too high?
Herald Investment Trust's current Equity-to-Asset of 1.00 is near median its 10-year median of 1.00. Over the past 10 years, this metric has ranged from a low of 0.97 to a high of 1.00. The Asset Management industry median Equity-to-Asset is 0.83. Herald Investment Trust's value of 1.00 is 20.5% above this industry median. Based on the distribution chart, Herald Investment Trust ranks #2 out of 1618 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Herald Investment Trust has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Herald Investment Trust's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Herald Investment Trust ranks #2 out of 1618 companies for Equity-to-Asset. This places Herald Investment Trust in the top 0% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. Herald Investment Trust's value of 1.00 is 20.5% above this benchmark. Historically, Herald Investment Trust's own Equity-to-Asset has ranged from 0.97 to 1.00 over the past decade. While the company's 10-year median is 1.00 vs. the industry median of 0.83, Herald Investment Trust 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 1,618 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. Herald Investment Trust's current Equity-to-Asset of 1.00 is 20.5% 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 Herald Investment Trust 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. Herald Investment Trust's current Equity-to-Asset is 1.00, which is near median its own 10-year median of 1.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Herald Investment Trust stock overvalued right now?
Herald Investment Trust (CHIX:HRIL) has a current Equity-to-Asset of 1.00. The current Equity-to-Asset is 1.00, which is near median its 10-year median of 1.00 and 20.5% above the Asset Management industry median of 0.83. Herald Investment Trust's overall GF Score™ is 37/100 with 1 warning sign 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 Herald Investment Trust (CHIX:HRIL), the current Equity-to-Asset is 1.00 as of Jun. 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.
Herald Investment Trust PLC is a UK-based investment trust that aims to capital appreciation through investments in smaller quoted companies in the areas of telecommunications, multimedia, and technology on a long-term basis. It focuses on a diversified portfolio that offers long-term growth potential and benchmarks its performance against the technology sector. The trust's investment portfolio includes companies that are in the business of software and computer services, technology hardware and equipment, printing and publishing, industrial sectors, support services, and others. Geographically, investments of the company are spread across the UK, North America, Japan, Asia-Pacific, Europe, the Middle East and Africa. The trust's revenue mainly consists of dividends and interest.
37GF Score
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