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Montanaro UK Smaller Inv Tr (LSE:MTU) Equity-to-Asset : 0.90 (As of Sep. 2023)


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What is Montanaro UK Smaller Inv Tr Equity-to-Asset?

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Montanaro UK Smaller Inv Tr's Total Stockholders Equity for the quarter that ended in Sep. 2023 was £184.90 Mil. Montanaro UK Smaller Inv Tr's Total Assets for the quarter that ended in Sep. 2023 was £205.46 Mil. Therefore, Montanaro UK Smaller Inv Tr's Equity to Asset Ratio for the quarter that ended in Sep. 2023 was 0.90.

The historical rank and industry rank for Montanaro UK Smaller Inv Tr's Equity-to-Asset or its related term are showing as below:

LSE:MTU' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.87   Med: 0.91   Max: 0.93
Current: 0.9

During the past 13 years, the highest Equity to Asset Ratio of Montanaro UK Smaller Inv Tr was 0.93. The lowest was 0.87. And the median was 0.91.

LSE:MTU's Equity-to-Asset is ranked better than
61.61% of 1727 companies
in the Asset Management industry
Industry Median: 0.82 vs LSE:MTU: 0.90

Montanaro UK Smaller Inv Tr Equity-to-Asset Historical Data

The historical data trend for Montanaro UK Smaller Inv Tr'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.

Montanaro UK Smaller Inv Tr Equity-to-Asset Chart

Montanaro UK Smaller Inv Tr Annual Data
Trend Mar14 Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.91 0.90 0.91 0.92 0.90

Montanaro UK Smaller Inv Tr Semi-Annual Data
Mar14 Sep14 Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23
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 0.91 0.92 0.90 0.90 0.90

Competitive Comparison of Montanaro UK Smaller Inv Tr's Equity-to-Asset

For the Asset Management subindustry, Montanaro UK Smaller Inv Tr'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.


Montanaro UK Smaller Inv Tr's Equity-to-Asset Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Montanaro UK Smaller Inv Tr's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where Montanaro UK Smaller Inv Tr's Equity-to-Asset falls into.



Montanaro UK Smaller Inv Tr 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.

Montanaro UK Smaller Inv Tr's Equity to Asset Ratio for the fiscal year that ended in Mar. 2023 is calculated as

Equity to Asset (A: Mar. 2023 )=Total Stockholders Equity/Total Assets
=191.649/211.985
=0.90

Montanaro UK Smaller Inv Tr's Equity to Asset Ratio for the quarter that ended in Sep. 2023 is calculated as

Equity to Asset (Q: Sep. 2023 )=Total Stockholders Equity/Total Assets
=184.9/205.455
=0.90

* 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.


Montanaro UK Smaller Inv Tr  (LSE:MTU) 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%.


Montanaro UK Smaller Inv Tr Equity-to-Asset Related Terms

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Montanaro UK Smaller Inv Tr (LSE:MTU) Business Description

Traded in Other Exchanges
Address
65 Gresham Street, 6th Floor, London, GBR, EC2V 7NQ
Montanaro UK Smaller Companies Inv Tr PLC is a United Kingdom-based company. Its investment objective is capital appreciation through investing in small quoted companies, which are listed on the London Stock Exchange or traded on the Alternative Investment Market ( AIM) and to outperform its benchmark, the Numis Smaller Companies Index. The company seeks to achieve its objective by investing in a diversified portfolio of quoted UK small companies.

Montanaro UK Smaller Inv Tr (LSE:MTU) Headlines

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