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Oberon AIM VCTLSE:OVCT 23 Equity-to-Asset is 0.98 as of Dec. 2025, which is 1% below its 10-year median of 0.99. GuruFocus rates LSE:OVCT with a GF Score™ of 23/100. The stock has 1 warning sign investors should review. Among 1,618 Asset Management companies, Oberon AIM VCT ranks better than 82.51% on this metric.
Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Oberon AIM VCT's Total Stockholders Equity for the quarter that ended in Dec. 2025 was £1.85 Mil. Oberon AIM VCT's Total Assets for the quarter that ended in Dec. 2025 was £1.89 Mil.
Therefore, Oberon AIM VCT's Equity to Asset Ratio for the quarter that ended in Dec. 2025 was 0.98.
The historical rank and industry rank for Oberon AIM VCT's Equity-to-Asset or its related term are showing as below:
LSE:OVCT'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.95 Med: 0.99 Max: 1
Current: 0.98
During the past 13 years, the highest Equity to Asset Ratio of Oberon AIM VCT was 1.00. The lowest was 0.95. And the median was 0.99.
LSE:OVCT's Equity-to-Asset is ranked better than 82.51% of 1618
companies
in the Asset Management industry
Industry Median: 0.83
vs LSE:OVCT: 0.98
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%.
Oberon AIM VCT Equity-to-Asset Related Terms
Oberon AIM VCT Equity-to-Asset Historical Data
* Premium members only.
The historical data trend for Oberon AIM 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:OVCT vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Oberon AIM 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.
Oberon AIM VCT Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Oberon AIM VCT's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Oberon AIM 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.
Oberon AIM VCT's Equity to Asset Ratio for the fiscal year that ended in Dec. 2025 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.
Oberon AIM VCT (LSE:OVCT) has a Equity-to-Asset of 0.98 as of Dec. 2025. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Oberon AIM VCT and its competitors. This is near median its historical median of 0.99. Over the past decade, Oberon AIM VCT's Equity-to-Asset has ranged from 0.95 to 1.00. According to the industry distribution chart, Oberon AIM VCT ranks #283 out of 1618 companies in the Asset Management industry, placing it in the top 17.5%.
Is Oberon AIM VCT's Equity-to-Asset too high?
Oberon AIM VCT's current Equity-to-Asset of 0.98 is near median its 10-year median of 0.99. Over the past 10 years, this metric has ranged from a low of 0.95 to a high of 1.00. The Asset Management industry median Equity-to-Asset is 0.83. Oberon AIM VCT's value of 0.98 is 18.1% above this industry median. Based on the distribution chart, Oberon AIM VCT ranks #283 out of 1618 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Oberon AIM VCT has a GF Score™ of 23/100, reflecting its overall financial health beyond just this single metric.
How does Oberon AIM VCT's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Oberon AIM VCT ranks #283 out of 1618 companies for Equity-to-Asset. This places Oberon AIM VCT in the top 18% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. Oberon AIM VCT's value of 0.98 is 18.1% above this benchmark. Historically, Oberon AIM VCT's own Equity-to-Asset has ranged from 0.95 to 1.00 over the past decade. While the company's 10-year median is 0.99 vs. the industry median of 0.83, Oberon AIM 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 1,618 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. Oberon AIM VCT's current Equity-to-Asset of 0.98 is 18.1% 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 Oberon AIM 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. Oberon AIM VCT's current Equity-to-Asset is 0.98, 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 Oberon AIM VCT stock overvalued right now?
Oberon AIM VCT (LSE:OVCT) has a current Equity-to-Asset of 0.98. The current Equity-to-Asset is 0.98, which is near median its 10-year median of 0.99 and 18.1% above the Asset Management industry median of 0.83. Oberon AIM VCT's overall GF Score™ is 23/100 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 Oberon AIM VCT (LSE:OVCT), the current Equity-to-Asset is 0.98 as of Dec. 2025. 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.
Oberon AIM VCT PLC is a Venture Capital Trust. The company's principal objective is to achieve long term capital growth and to pay tax free dividends when appropriate through investment in a diversified portfolio of qualifying companies quoted on AIM.
23GF Score
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