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SC Fondul ProprietateaFDLPF 38 Equity-to-Asset is 0.98 as of Jun. 2026, which is 1% below its 10-year median of 0.99. GuruFocus rates FDLPF with a GF Score™ of 38/100. The stock has 2 warning signs investors should review. Among 1,631 Asset Management companies, SC Fondul Proprietatea ranks better than 82.59% 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%.
SC Fondul Proprietatea Equity-to-Asset Related Terms
SC Fondul Proprietatea Equity-to-Asset Historical Data
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The historical data trend for SC Fondul Proprietatea'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.
For the Asset Management subindustry, SC Fondul Proprietatea'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.
SC Fondul Proprietatea Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, SC Fondul Proprietatea's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where SC Fondul Proprietatea'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.
SC Fondul Proprietatea'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.
SC Fondul Proprietatea (FDLPF) has a Equity-to-Asset of 0.98 as of Jun. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on SC Fondul Proprietatea and its competitors. This is near median its historical median of 0.99. Over the past decade, SC Fondul Proprietatea's Equity-to-Asset has ranged from 0.63 to 1.00. According to the industry distribution chart, SC Fondul Proprietatea ranks #284 out of 1631 companies in the Asset Management industry, placing it in the top 17.4%.
Is SC Fondul Proprietatea's Equity-to-Asset too high?
SC Fondul Proprietatea's current Equity-to-Asset of 0.98 is near median its 10-year median of 0.99. Over the past 10 years, this metric has ranged from a low of 0.63 to a high of 1.00. The Asset Management industry median Equity-to-Asset is 0.83. SC Fondul Proprietatea's value of 0.98 is 18.1% above this industry median. Based on the distribution chart, SC Fondul Proprietatea ranks #284 out of 1631 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, SC Fondul Proprietatea has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does SC Fondul Proprietatea's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, SC Fondul Proprietatea ranks #284 out of 1631 companies for Equity-to-Asset. This places SC Fondul Proprietatea in the top 17% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. SC Fondul Proprietatea's value of 0.98 is 18.1% above this benchmark. Historically, SC Fondul Proprietatea's own Equity-to-Asset has ranged from 0.63 to 1.00 over the past decade. While the company's 10-year median is 0.99 vs. the industry median of 0.83, SC Fondul Proprietatea 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 1,631 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. SC Fondul Proprietatea's current Equity-to-Asset of 0.98 is 18.1% 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 SC Fondul Proprietatea 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. SC Fondul Proprietatea's current Equity-to-Asset is 0.98, which is near median its own 10-year median of 0.99. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SC Fondul Proprietatea stock overvalued right now?
SC Fondul Proprietatea (FDLPF) has a current Equity-to-Asset of 0.98. The current Equity-to-Asset is 0.98, which is near median its 10-year median of 0.99 and 18.1% above the Asset Management industry median of 0.83. SC Fondul Proprietatea's overall GF Score™ is 38/100 with 2 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 SC Fondul Proprietatea (FDLPF), the current Equity-to-Asset is 0.98 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.
SC Fondul Proprietatea SA is a closed-ended investment company. Its activity includes the business of operating mutual funds and other similar financial entities and the main activity is financial investments. Its objective is the maximization of returns to shareholders and the increase of the net asset value per share via investments mainly in Romanian equities and equity-linked securities.
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