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RecordCHIX:RECL -0.68%54 Equity-to-Asset is 0.67 as of Mar. 2026, which is 15% below its 10-year median of 0.79. GuruFocus rates CHIX:RECL with a GF Score™ of 54/100 and a GF Value™ of £0.58 (Modestly Undervalued). The stock has 5 warning signs investors should review. Among 1,630 Asset Management companies, Record ranks worse than 65.71% on this metric.
Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Record's Total Stockholders Equity for the quarter that ended in Mar. 2026 was £27.20 Mil. Record's Total Assets for the quarter that ended in Mar. 2026 was £40.60 Mil.
Therefore, Record's Equity to Asset Ratio for the quarter that ended in Mar. 2026 was 0.67.
The historical rank and industry rank for Record's Equity-to-Asset or its related term are showing as below:
CHIX:RECl'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.67 Med: 0.79 Max: 0.83
Current: 0.67
During the past 13 years, the highest Equity to Asset Ratio of Record was 0.83. The lowest was 0.67. And the median was 0.79.
CHIX:RECl's Equity-to-Asset is ranked worse than 65.71% of 1630
companies
in the Asset Management industry
Industry Median: 0.83
vs CHIX:RECl: 0.67
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%.
Record Equity-to-Asset Related Terms
Record Equity-to-Asset Historical Data
* Premium members only.
The historical data trend for Record'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.
CHIX:RECL vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Record'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.
Record Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Record's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Record'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.
Record's Equity to Asset Ratio for the fiscal year that ended in Mar. 2026 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.
Record (CHIX:RECL) has a Equity-to-Asset of 0.67 as of Mar. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Record and its competitors. This is 15% below median its historical median of 0.79. Over the past decade, Record's Equity-to-Asset has ranged from 0.67 to 0.83. According to the industry distribution chart, Record ranks #1071 out of 1630 companies in the Asset Management industry, placing it in the top 65.7%.
Is Record's Equity-to-Asset too high?
Record's current Equity-to-Asset of 0.67 is 15% below median its 10-year median of 0.79. Over the past 10 years, this metric has ranged from a low of 0.67 to a high of 0.83. The Asset Management industry median Equity-to-Asset is 0.83. Record's value of 0.67 is 19.3% below this industry median. Based on the distribution chart, Record ranks #1071 out of 1630 companies in the Asset Management industry, which is below the industry midpoint. Overall, Record has a GF Score™ of 54/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Record's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Record ranks #1071 out of 1630 companies for Equity-to-Asset. This places Record in the lower half of its industry. The industry median Equity-to-Asset is 0.83. Record's value of 0.67 is 19.3% below this benchmark. Historically, Record's own Equity-to-Asset has ranged from 0.67 to 0.83 over the past decade. While the company's 10-year median is 0.79 vs. the industry median of 0.83, Record 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 1,630 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. Record'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 Record 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. Record's current Equity-to-Asset is 0.67, which is 15% below median its own 10-year median of 0.79. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Record stock overvalued right now?
Based on GuruFocus' analysis, Record (CHIX:RECL) is currently considered Modestly Undervalued. The stock's GF Value™ is £0.58, compared to a current price of £0.44 — trading 24.7% below its estimated fair value. The current Equity-to-Asset is 0.67, which is 15% below median its 10-year median of 0.79 and 19.3% below the Asset Management industry median of 0.83. Record's overall GF Score™ is 54/100 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 Record (CHIX:RECL), the current Equity-to-Asset is 0.67 as of Mar. 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 Record (CHIX:RECL) Overvalued in 2026?
Based on GuruFocus' analysis, Record stock appears to be undervalued.
The current stock price of £0.44 is trading 24.7% below its estimated GF Value™ of £0.58.
GuruFocus considers Record to be Modestly Undervalued.
Key valuation signals for CHIX:RECL:
Equity-to-Asset: 0.67 (15% below median its 10-year median of 0.79)
GF Value™: £0.58 vs. price of £0.44 (24.7% below fair value)
Industry Position: 19.3% below the Asset Management median (#1071 of 1630)
No single metric tells the full story. See the CHIX:RECL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Record PLC is a United Kingdom-based company currency and asset management firm. The company provides services to clients such as pension funds, charities, foundations, endowments, family offices, and other fund managers and corporate entities. Geographically, it derives a majority of its revenue from the United States and also has a presence in the United Kingdom, Switzerland, Europe (excluding UK and Switzerland), and other countries. Revenue comprises mainly management fees and performance fees. Its reportable segments are Currency Management and Asset Management. The maximum revenue is derived from the currency management segment which comprises bespoke solutions for clients including Passive Hedging, Dynamic Hedging, Hedging for Asset Managers, and FX Alpha products.
54GF Score
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