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Calculus VCTLSE:CLC 39 Equity-to-Asset is 0.99 as of Mar. 2026, which is at its 10-year median of 0.99. GuruFocus rates LSE:CLC with a GF Score™ of 39/100 and a GF Value™ of £0.31 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 1,631 Asset Management companies, Calculus VCT ranks better than 90.68% on this metric.
Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Calculus VCT's Total Stockholders Equity for the quarter that ended in Mar. 2026 was £52.21 Mil. Calculus VCT's Total Assets for the quarter that ended in Mar. 2026 was £52.80 Mil.
Therefore, Calculus VCT's Equity to Asset Ratio for the quarter that ended in Mar. 2026 was 0.99.
The historical rank and industry rank for Calculus VCT's Equity-to-Asset or its related term are showing as below:
LSE:CLC'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.97 Med: 0.99 Max: 0.99
Current: 0.99
During the past 13 years, the highest Equity to Asset Ratio of Calculus VCT was 0.99. The lowest was 0.97. And the median was 0.99.
LSE:CLC's Equity-to-Asset is ranked better than 90.68% of 1631
companies
in the Asset Management industry
Industry Median: 0.83
vs LSE:CLC: 0.99
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%.
Calculus VCT Equity-to-Asset Related Terms
Calculus VCT Equity-to-Asset Historical Data
* Premium members only.
The historical data trend for Calculus VCT'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.
LSE:CLC vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Calculus VCT'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.
Calculus VCT Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Calculus VCT's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Calculus VCT'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.
Calculus VCT'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.
Calculus VCT (LSE:CLC) has a Equity-to-Asset of 0.99 as of Mar. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Calculus VCT and its competitors. This is near median its historical median of 0.99. Over the past decade, Calculus VCT's Equity-to-Asset has ranged from 0.97 to 0.99. According to the industry distribution chart, Calculus VCT ranks #152 out of 1631 companies in the Asset Management industry, placing it in the top 9.3%.
Is Calculus VCT's Equity-to-Asset too high?
Calculus VCT's current Equity-to-Asset of 0.99 is near median its 10-year median of 0.99. Over the past 10 years, this metric has ranged from a low of 0.97 to a high of 0.99. The Asset Management industry median Equity-to-Asset is 0.83. Calculus VCT's value of 0.99 is 19.3% above this industry median. Based on the distribution chart, Calculus VCT ranks #152 out of 1631 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Calculus VCT has a GF Score™ of 39/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Calculus VCT's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Calculus VCT ranks #152 out of 1631 companies for Equity-to-Asset. This places Calculus VCT in the top 9% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. Calculus VCT's value of 0.99 is 19.3% above this benchmark. Historically, Calculus VCT's own Equity-to-Asset has ranged from 0.97 to 0.99 over the past decade. While the company's 10-year median is 0.99 vs. the industry median of 0.83, Calculus VCT 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. Calculus VCT's current Equity-to-Asset of 0.99 is 19.3% 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 Calculus VCT 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. Calculus VCT's current Equity-to-Asset is 0.99, 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 Calculus VCT stock overvalued right now?
Based on GuruFocus' analysis, Calculus VCT (LSE:CLC) is currently considered Significantly Overvalued. The stock's GF Value™ is £0.31, compared to a current price of £0.53 — trading 71.8% above its estimated fair value. The current Equity-to-Asset is 0.99, which is near median its 10-year median of 0.99 and 19.3% above the Asset Management industry median of 0.83. Calculus VCT's overall GF Score™ is 39/100 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 Calculus VCT (LSE:CLC), the current Equity-to-Asset is 0.99 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 Calculus VCT (LSE:CLC) Overvalued in 2026?
Based on GuruFocus' analysis, Calculus VCT stock appears to be overvalued.
The current stock price of £0.53 is trading 71.8% above its estimated GF Value™ of £0.31.
GuruFocus considers Calculus VCT to be Significantly Overvalued.
Key valuation signals for LSE:CLC:
Equity-to-Asset: 0.99 (near median its 10-year median of 0.99)
GF Value™: £0.31 vs. price of £0.53 (71.8% above fair value)
Industry Position: 19.3% above the Asset Management median (#152 of 1631)
No single metric tells the full story. See the LSE:CLC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Calculus VCT PLC is a part of the financial services sector in the United Kingdom. The company operates as a venture capital trust, focusing on the investment business. The investment objective of the company is to invest mainly in a diverse portfolio of United Kingdom growth companies. The company invests in a portfolio of venture capital investments that will provide sufficient returns to allow the company to maximize annual dividends and achieve capital growth over the medium to long term.
39GF Score
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