GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Henderson Opportunities Trust PLC (LSE:HOT) » Definitions » Equity-to-Asset

Henderson Opportunities Trust (LSE:HOT) Equity-to-Asset : 0.89 (As of Oct. 2023)


View and export this data going back to 1985. Start your Free Trial

What is Henderson Opportunities Trust Equity-to-Asset?

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Henderson Opportunities Trust's Total Stockholders Equity for the quarter that ended in Oct. 2023 was £81.77 Mil. Henderson Opportunities Trust's Total Assets for the quarter that ended in Oct. 2023 was £92.29 Mil. Therefore, Henderson Opportunities Trust's Equity to Asset Ratio for the quarter that ended in Oct. 2023 was 0.89.

The historical rank and industry rank for Henderson Opportunities Trust's Equity-to-Asset or its related term are showing as below:

LSE:HOT' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.83   Med: 0.87   Max: 0.92
Current: 0.89

During the past 13 years, the highest Equity to Asset Ratio of Henderson Opportunities Trust was 0.92. The lowest was 0.83. And the median was 0.87.

LSE:HOT's Equity-to-Asset is ranked better than
59.2% of 1728 companies
in the Asset Management industry
Industry Median: 0.83 vs LSE:HOT: 0.89

Henderson Opportunities Trust Equity-to-Asset Historical Data

The historical data trend for Henderson Opportunities Trust'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.

* Premium members only.

Henderson Opportunities Trust Equity-to-Asset Chart

Henderson Opportunities Trust Annual Data
Trend Oct14 Oct15 Oct16 Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.88 0.85 0.87 0.87 0.89

Henderson Opportunities Trust Semi-Annual Data
Apr14 Oct14 Apr15 Oct15 Apr16 Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23
Equity-to-Asset Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.87 0.85 0.87 0.85 0.89

Competitive Comparison of Henderson Opportunities Trust's Equity-to-Asset

For the Asset Management subindustry, Henderson Opportunities Trust'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.


Henderson Opportunities Trust's Equity-to-Asset Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Henderson Opportunities Trust's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where Henderson Opportunities Trust's Equity-to-Asset falls into.



Henderson Opportunities Trust 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.

Henderson Opportunities Trust's Equity to Asset Ratio for the fiscal year that ended in Oct. 2023 is calculated as

Equity to Asset (A: Oct. 2023 )=Total Stockholders Equity/Total Assets
=81.765/92.29
=0.89

Henderson Opportunities Trust's Equity to Asset Ratio for the quarter that ended in Oct. 2023 is calculated as

Equity to Asset (Q: Oct. 2023 )=Total Stockholders Equity/Total Assets
=81.765/92.29
=0.89

* 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.


Henderson Opportunities Trust  (LSE:HOT) 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%.


Henderson Opportunities Trust Equity-to-Asset Related Terms

Thank you for viewing the detailed overview of Henderson Opportunities Trust's Equity-to-Asset provided by GuruFocus.com. Please click on the following links to see related term pages.


Henderson Opportunities Trust (LSE:HOT) Business Description

Traded in Other Exchanges
N/A
Address
201 Bishopsgate, London, GBR, EC2M 3AE
Henderson Opportunities Trust PLC operates as an investment trust company in the United Kingdom. The company's objective is to achieve above average capital growth from investment in a portfolio of predominantly United Kingdom listed companies. It invests in equities and other investments for the longer term. The company's portfolio of investment includes a mixture of large, medium and small companies. Its investment sectors include Industrials, Consumer services, Financials, Technology, Healthcare, Oil and gas, Consumer goods, Basic materials, Utilities and Telecommunications. Henderson Investment Funds Limited acts as the alternative investment fund manager of the company.

Henderson Opportunities Trust (LSE:HOT) Headlines