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The historical rank and industry rank for AUR Portfolio III SE&Co KGaA's Equity-to-Asset or its related term are showing as below:
HAM:AR4's Equity-to-Asset is not ranked *
in the Asset Management industry.
Industry Median: 0.83 * Ranked among companies with meaningful Equity-to-Asset only.
AUR Portfolio III SE&Co KGaA (HAM:AR4) 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%.
AUR Portfolio III SE&Co KGaA Equity-to-Asset Related Terms
AUR Portfolio III SE&Co KGaA 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.
AUR Portfolio III SE&Co KGaA Equity-to-Asset Chart
HAM:AR4 vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, AUR Portfolio III SE&Co KGaA'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.
AUR Portfolio III SE&Co KGaA Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, AUR Portfolio III SE&Co KGaA's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where AUR Portfolio III SE&Co KGaA's Equity-to-Asset falls into.
AUR Portfolio III SE&Co KGaA 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.
AUR Portfolio III SE&Co KGaA's Equity to Asset Ratio for the fiscal year that ended in Dec. 2022 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.
AUR Portfolio III SE&Co KGaA (HAM:AR4) has a Equity-to-Asset of 0.26 as of Dec. 2022. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on AUR Portfolio III SE&Co KGaA and its competitors.
Is AUR Portfolio III SE&Co KGaA's Equity-to-Asset too high?
AUR Portfolio III SE&Co KGaA's current Equity-to-Asset is 0.26. The Asset Management industry median Equity-to-Asset is 0.83. AUR Portfolio III SE&Co KGaA's value of 0.26 is 68.7% below this industry median. Overall, AUR Portfolio III SE&Co KGaA has a GF Score™ of 10/100, reflecting its overall financial health beyond just this single metric.
How does AUR Portfolio III SE&Co KGaA's Equity-to-Asset compare to BLK and BX?
AUR Portfolio III SE&Co KGaA's Equity-to-Asset of 0.26 can be compared against companies in the Asset Management industry. The industry median Equity-to-Asset is 0.83. AUR Portfolio III SE&Co KGaA's value of 0.26 is 68.7% below this benchmark. 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. AUR Portfolio III SE&Co KGaA's current Equity-to-Asset of 0.26 is 68.7% 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 AUR Portfolio III SE&Co KGaA 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. AUR Portfolio III SE&Co KGaA's current Equity-to-Asset is 0.26. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AUR Portfolio III SE&Co KGaA stock overvalued right now?
AUR Portfolio III SE&Co KGaA (HAM:AR4) has a current Equity-to-Asset of 0.26. The current Equity-to-Asset is 0.26 and 68.7% below the Asset Management industry median of 0.83. AUR Portfolio III SE&Co KGaA's overall GF Score™ is 10/100. 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 AUR Portfolio III SE&Co KGaA (HAM:AR4), the current Equity-to-Asset is 0.26 as of Dec. 2022. 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.
AUR Portfolio III SE&Co KGaA is the investment vehicle for the Lower Mid-Market portfolio. Its core element is the operational support for portfolio companies.
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