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Fidelity China Special SituationsLSE:FCSS -0.38%37 Equity-to-Asset is 0.97 as of Mar. 2026, which is 5% above its 10-year median of 0.92. GuruFocus rates LSE:FCSS with a GF Score™ of 37/100. The stock has 1 warning sign investors should review. Among 1,630 Asset Management companies, Fidelity China Special Situations ranks better than 78.16% on this metric.
The historical rank and industry rank for Fidelity China Special Situations's Equity-to-Asset or its related term are showing as below:
LSE:FCSS'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.87 Med: 0.92 Max: 0.98
Current: 0.97
During the past 13 years, the highest Equity to Asset Ratio of Fidelity China Special Situations was 0.98. The lowest was 0.87. And the median was 0.92.
LSE:FCSS's Equity-to-Asset is ranked better than 78.16% of 1630
companies
in the Asset Management industry
Industry Median: 0.83
vs LSE:FCSS: 0.97
Fidelity China Special Situations (LSE:FCSS) 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%.
Fidelity China Special Situations Equity-to-Asset Related Terms
Fidelity China Special Situations 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.
Fidelity China Special Situations Equity-to-Asset Chart
LSE:FCSS vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Fidelity China Special Situations'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.
Fidelity China Special Situations Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Fidelity China Special Situations's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Fidelity China Special Situations's Equity-to-Asset falls into.
Fidelity China Special Situations 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.
* 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.
Fidelity China Special Situations (LSE:FCSS) has a Equity-to-Asset of 0.97 as of Mar. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Fidelity China Special Situations and its competitors. This is near median its historical median of 0.92. Over the past decade, Fidelity China Special Situations' Equity-to-Asset has ranged from 0.87 to 0.98. According to the industry distribution chart, Fidelity China Special Situations ranks #356 out of 1630 companies in the Asset Management industry, placing it in the top 21.8%.
Is Fidelity China Special Situations' Equity-to-Asset too high?
Fidelity China Special Situations' current Equity-to-Asset of 0.97 is near median its 10-year median of 0.92. Over the past 10 years, this metric has ranged from a low of 0.87 to a high of 0.98. The Asset Management industry median Equity-to-Asset is 0.83. Fidelity China Special Situations' value of 0.97 is 16.9% above this industry median. Based on the distribution chart, Fidelity China Special Situations ranks #356 out of 1630 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Fidelity China Special Situations has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Fidelity China Special Situations' Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Fidelity China Special Situations ranks #356 out of 1630 companies for Equity-to-Asset. This places Fidelity China Special Situations in the top 22% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. Fidelity China Special Situations' value of 0.97 is 16.9% above this benchmark. Historically, Fidelity China Special Situations' own Equity-to-Asset has ranged from 0.87 to 0.98 over the past decade. While the company's 10-year median is 0.92 vs. the industry median of 0.83, Fidelity China Special Situations 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 1,630 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. Fidelity China Special Situations's current Equity-to-Asset of 0.97 is 16.9% 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 Fidelity China Special Situations 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. Fidelity China Special Situations's current Equity-to-Asset is 0.97, which is near median its own 10-year median of 0.92. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fidelity China Special Situations stock overvalued right now?
Fidelity China Special Situations (LSE:FCSS) has a current Equity-to-Asset of 0.97. The current Equity-to-Asset is 0.97, which is near median its 10-year median of 0.92 and 16.9% above the Asset Management industry median of 0.83. Fidelity China Special Situations' overall GF Score™ is 37/100 with 1 warning sign 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 Fidelity China Special Situations (LSE:FCSS), the current Equity-to-Asset is 0.97 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.
Fidelity China Special Situations PLC offers investors building a diversified portfolio direct exposure to China. The Company's investment objective is to achieve long-term capital growth through an actively managed portfolio mainly comprising securities issued by companies in China, both listed and unlisted, as well as Chinese companies listed elsewhere. The Company may also invest in companies with interests in China. Its portfolio may consist of equities, index-linked securities, equity-linked notes, other debt securities, cash deposits, money market instruments, foreign currency exchange transactions and other interests, including derivatives such as futures, options and contracts for difference.
37GF Score
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