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EPE Special OpportunitiesLSE:ESO 32 Equity-to-Asset is 0.89 as of Jul. 2026, which is at its 10-year median of 0.89. GuruFocus rates LSE:ESO with a GF Score™ of 32/100. The stock has 2 warning signs investors should review. Among 1,618 Asset Management companies, EPE Special Opportunities ranks better than 58.71% on this metric.
EPE Special Opportunities (LSE:ESO) 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%.
EPE Special Opportunities Equity-to-Asset Related Terms
EPE Special Opportunities 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.
LSE:ESO vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, EPE Special Opportunities'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.
EPE Special Opportunities Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, EPE Special Opportunities's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where EPE Special Opportunities's Equity-to-Asset falls into.
EPE Special Opportunities 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.
EPE Special Opportunities's Equity to Asset Ratio for the fiscal year that ended in Jan. 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.
EPE Special Opportunities (LSE:ESO) has a Equity-to-Asset of 0.89 as of Jul. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on EPE Special Opportunities and its competitors. This is near median its historical median of 0.89. Over the past decade, EPE Special Opportunities' Equity-to-Asset has ranged from 0.77 to 0.97. According to the industry distribution chart, EPE Special Opportunities ranks #668 out of 1618 companies in the Asset Management industry, placing it in the top 41.3%.
Is EPE Special Opportunities' Equity-to-Asset too high?
EPE Special Opportunities' current Equity-to-Asset of 0.89 is near median its 10-year median of 0.89. Over the past 10 years, this metric has ranged from a low of 0.77 to a high of 0.97. The Asset Management industry median Equity-to-Asset is 0.83. EPE Special Opportunities' value of 0.89 is 7.2% above this industry median. Based on the distribution chart, EPE Special Opportunities ranks #668 out of 1618 companies in the Asset Management industry, which is above the industry midpoint. Overall, EPE Special Opportunities has a GF Score™ of 32/100, reflecting its overall financial health beyond just this single metric.
How does EPE Special Opportunities' Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, EPE Special Opportunities ranks #668 out of 1618 companies for Equity-to-Asset. This puts EPE Special Opportunities in the upper half of its industry. The industry median Equity-to-Asset is 0.83. EPE Special Opportunities' value of 0.89 is 7.2% above this benchmark. Historically, EPE Special Opportunities' own Equity-to-Asset has ranged from 0.77 to 0.97 over the past decade. While the company's 10-year median is 0.89 vs. the industry median of 0.83, EPE Special Opportunities 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 1,618 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. EPE Special Opportunities's current Equity-to-Asset of 0.89 is 7.2% 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 EPE Special Opportunities 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. EPE Special Opportunities's current Equity-to-Asset is 0.89, which is near median its own 10-year median of 0.89. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is EPE Special Opportunities stock overvalued right now?
EPE Special Opportunities (LSE:ESO) has a current Equity-to-Asset of 0.89. The current Equity-to-Asset is 0.89, which is near median its 10-year median of 0.89 and 7.2% above the Asset Management industry median of 0.83. EPE Special Opportunities' overall GF Score™ is 32/100 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 EPE Special Opportunities (LSE:ESO), the current Equity-to-Asset is 0.89 as of Jul. 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.
EPE Special Opportunities Ltd is an investment company. The company focuses on providing a long-term return on equity for its shareholders by way of investment in a portfolio of private equity assets. The group is engaged in a single business segment which includes financing for growth, buyout, and special situations in the United Kingdom. It targets various types of investments such as private investment in public equities, special purpose acquisition companies, and EPE funds. It considers industry sectors including business services, consumer and retail, financial services, and the industrials sector.
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