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Jupiter Fund ManagementCHIX:JUPL +0.46%70 Equity-to-Asset is 0.67 as of Jun. 2026, which is at its 10-year median of 0.67. GuruFocus rates CHIX:JUPL with a GF Score™ of 70/100 and a GF Value™ of £1.02 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 1,628 Asset Management companies, Jupiter Fund Management ranks worse than 65.97% on this metric.
Jupiter Fund Management (CHIX:JUPl) 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%.
Jupiter Fund Management Equity-to-Asset Related Terms
Jupiter Fund Management 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:JUPL vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Jupiter Fund Management'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.
Jupiter Fund Management Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Jupiter Fund Management's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Jupiter Fund Management's Equity-to-Asset falls into.
Jupiter Fund Management 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.
Jupiter Fund Management'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.
Jupiter Fund Management (CHIX:JUPL) has a Equity-to-Asset of 0.67 as of Jun. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Jupiter Fund Management and its competitors. This is near median its historical median of 0.67. Over the past decade, Jupiter Fund Management's Equity-to-Asset has ranged from 0.57 to 0.76. According to the industry distribution chart, Jupiter Fund Management ranks #1074 out of 1628 companies in the Asset Management industry, placing it in the top 66%.
Is Jupiter Fund Management's Equity-to-Asset too high?
Jupiter Fund Management's current Equity-to-Asset of 0.67 is near median its 10-year median of 0.67. Over the past 10 years, this metric has ranged from a low of 0.57 to a high of 0.76. The Asset Management industry median Equity-to-Asset is 0.83. Jupiter Fund Management's value of 0.67 is 19.3% below this industry median. Based on the distribution chart, Jupiter Fund Management ranks #1074 out of 1628 companies in the Asset Management industry, which is below the industry midpoint. Overall, Jupiter Fund Management has a GF Score™ of 70/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Jupiter Fund Management's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Jupiter Fund Management ranks #1074 out of 1628 companies for Equity-to-Asset. This places Jupiter Fund Management in the lower half of its industry. The industry median Equity-to-Asset is 0.83. Jupiter Fund Management's value of 0.67 is 19.3% below this benchmark. Historically, Jupiter Fund Management's own Equity-to-Asset has ranged from 0.57 to 0.76 over the past decade. While the company's 10-year median is 0.67 vs. the industry median of 0.83, Jupiter Fund Management 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 Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,628 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. Jupiter Fund Management's current Equity-to-Asset of 0.67 is 19.3% 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 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 Jupiter Fund Management 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. Jupiter Fund Management's current Equity-to-Asset is 0.67, which is near median its own 10-year median of 0.67. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jupiter Fund Management stock overvalued right now?
Based on GuruFocus' analysis, Jupiter Fund Management (CHIX:JUPL) is currently considered Significantly Overvalued. The stock's GF Value™ is £1.02, compared to a current price of £1.70 — trading 66.5% above its estimated fair value. The current Equity-to-Asset is 0.67, which is near median its 10-year median of 0.67 and 19.3% below the Asset Management industry median of 0.83. Jupiter Fund Management's overall GF Score™ is 70/100 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 Jupiter Fund Management (CHIX:JUPL), the current Equity-to-Asset is 0.67 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.
Is Jupiter Fund Management (CHIX:JUPL) Overvalued in 2026?
Based on GuruFocus' analysis, Jupiter Fund Management stock appears to be overvalued.
The current stock price of £1.70 is trading 66.5% above its estimated GF Value™ of £1.02.
GuruFocus considers Jupiter Fund Management to be Significantly Overvalued.
Key valuation signals for CHIX:JUPL:
Equity-to-Asset: 0.67 (near median its 10-year median of 0.67)
GF Value™: £1.02 vs. price of £1.70 (66.5% above fair value)
Industry Position: 19.3% below the Asset Management median (#1074 of 1628)
No single metric tells the full story. See the CHIX:JUPL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Jupiter Fund Management PLC is a provider of mutual funds with operations mostly in the United Kingdom. The company also distributes its products through financial centers in Europe and Asia, either in house or through agency relationships. It has increasingly focused on offering high-performance, outcome-oriented active strategies to drive organic growth. It measures performance by monitoring its percentage of assets under management above the median over three years. The Group operates principally in the United Kingdom with international operating subsidiaries in Ireland, Hong Kong, Singapore, the United States, Switzerland and Luxembourg, which has branches across Europe.
70GF Score
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