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Helios Fairfax PartnersFRA:3UD 33 Equity-to-Asset is 0.83 as of Jun. 2026, which is 12% below its 10-year median of 0.94. GuruFocus rates FRA:3UD with a GF Score™ of 33/100. The stock has 2 warning signs investors should review. Among 1,630 Asset Management companies, Helios Fairfax Partners ranks better than 50.37% 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%.
Helios Fairfax Partners Equity-to-Asset Related Terms
Helios Fairfax Partners 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.
FRA:3UD vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Helios Fairfax Partners'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.
Helios Fairfax Partners Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Helios Fairfax Partners's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Helios Fairfax Partners'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.
Helios Fairfax Partners'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.
Helios Fairfax Partners (FRA:3UD) has a Equity-to-Asset of 0.83 as of Jun. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Helios Fairfax Partners and its competitors. This is 12% below median its historical median of 0.94. According to the industry distribution chart, Helios Fairfax Partners ranks #809 out of 1630 companies in the Asset Management industry, placing it in the top 49.6%.
Is Helios Fairfax Partners' Equity-to-Asset too high?
Helios Fairfax Partners' current Equity-to-Asset of 0.83 is 12% below median its 10-year median of 0.94. The Asset Management industry median Equity-to-Asset is 0.83. Helios Fairfax Partners' value of 0.83 is 0% at this industry median. Based on the distribution chart, Helios Fairfax Partners ranks #809 out of 1630 companies in the Asset Management industry, which is above the industry midpoint. Overall, Helios Fairfax Partners has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Helios Fairfax Partners' Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Helios Fairfax Partners ranks #809 out of 1630 companies for Equity-to-Asset. This puts Helios Fairfax Partners in the upper half of its industry. The industry median Equity-to-Asset is 0.83. Helios Fairfax Partners' value of 0.83 is 0% at this benchmark. While the company's 10-year median is 0.94 vs. the industry median of 0.83, Helios Fairfax Partners has consistently been at 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. Helios Fairfax Partners's current Equity-to-Asset of 0.83 is 0% at 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 Helios Fairfax Partners 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. Helios Fairfax Partners's current Equity-to-Asset is 0.83, which is 12% below median its own 10-year median of 0.94. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helios Fairfax Partners stock overvalued right now?
Helios Fairfax Partners (FRA:3UD) has a current Equity-to-Asset of 0.83. The current Equity-to-Asset is 0.83, which is 12% below median its 10-year median of 0.94 and 0% at the Asset Management industry median of 0.83. Helios Fairfax Partners' overall GF Score™ is 33/100 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 Helios Fairfax Partners (FRA:3UD), the current Equity-to-Asset is 0.83 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.
Helios Fairfax Partners Corp is an investment holding company whose investment objective is to achieve long-term capital appreciation while preserving capital, by investing in public and private equity securities and debt instruments in Africa and African businesses. The company is also engaged in property and casualty insurance and reinsurance business. It is engaged in a single geographic and business segment, that of investing in Africa and Portfolio Investments.
33GF Score
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