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What is Polar Capital Global Financials Trust Equity-to-Asset?
Polar Capital Global Financials TrustLSE:PCFT -0.39%39 Equity-to-Asset is 0.89 as of May. 2026, which is 1% below its 10-year median of 0.90. GuruFocus rates LSE:PCFT with a GF Score™ of 39/100. The stock has 6 warning signs investors should review. Among 1,633 Asset Management companies, Polar Capital Global Financials Trust ranks better than 58.91% on this metric.
LSE:PCFT'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.84 Med: 0.9 Max: 0.96
Current: 0.89
During the past 13 years, the highest Equity to Asset Ratio of Polar Capital Global Financials Trust was 0.96. The lowest was 0.84. And the median was 0.90.
LSE:PCFT's Equity-to-Asset is ranked better than 58.91% of 1633
companies
in the Asset Management industry
Industry Median: 0.83
vs LSE:PCFT: 0.89
Polar Capital Global Financials Trust (LSE:PCFT) 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%.
Polar Capital Global Financials Trust Equity-to-Asset Related Terms
Polar Capital Global Financials Trust 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.
Polar Capital Global Financials Trust Equity-to-Asset Chart
LSE:PCFT vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Polar Capital Global Financials 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.
Polar Capital Global Financials Trust Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Polar Capital Global Financials Trust's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Polar Capital Global Financials Trust's Equity-to-Asset falls into.
Polar Capital Global Financials 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.
* 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.
Polar Capital Global Financials Trust (LSE:PCFT) has a Equity-to-Asset of 0.89 as of May. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Polar Capital Global Financials Trust and its competitors. This is near median its historical median of 0.90. Over the past decade, Polar Capital Global Financials Trust's Equity-to-Asset has ranged from 0.84 to 0.96. According to the industry distribution chart, Polar Capital Global Financials Trust ranks #671 out of 1633 companies in the Asset Management industry, placing it in the top 41.1%.
Is Polar Capital Global Financials Trust's Equity-to-Asset too high?
Polar Capital Global Financials Trust's current Equity-to-Asset of 0.89 is near median its 10-year median of 0.90. Over the past 10 years, this metric has ranged from a low of 0.84 to a high of 0.96. The Asset Management industry median Equity-to-Asset is 0.83. Polar Capital Global Financials Trust's value of 0.89 is 7.2% above this industry median. Based on the distribution chart, Polar Capital Global Financials Trust ranks #671 out of 1633 companies in the Asset Management industry, which is above the industry midpoint. Overall, Polar Capital Global Financials Trust has a GF Score™ of 39/100, reflecting its overall financial health beyond just this single metric.
How does Polar Capital Global Financials Trust's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Polar Capital Global Financials Trust ranks #671 out of 1633 companies for Equity-to-Asset. This puts Polar Capital Global Financials Trust in the upper half of its industry. The industry median Equity-to-Asset is 0.83. Polar Capital Global Financials Trust's value of 0.89 is 7.2% above this benchmark. Historically, Polar Capital Global Financials Trust's own Equity-to-Asset has ranged from 0.84 to 0.96 over the past decade. While the company's 10-year median is 0.90 vs. the industry median of 0.83, Polar Capital Global Financials Trust 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 1,633 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. Polar Capital Global Financials Trust'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 Polar Capital Global Financials Trust 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. Polar Capital Global Financials Trust's current Equity-to-Asset is 0.89, which is near median its own 10-year median of 0.90. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Polar Capital Global Financials Trust stock overvalued right now?
Polar Capital Global Financials Trust (LSE:PCFT) 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 0.90 and 7.2% above the Asset Management industry median of 0.83. Polar Capital Global Financials Trust's overall GF Score™ is 39/100 with 6 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 Polar Capital Global Financials Trust (LSE:PCFT), the current Equity-to-Asset is 0.89 as of May. 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.
Polar Capital Global Financials Trust PLC is an asset management firm based in the United Kingdom. Its core objective is to provide its investors with a growing dividend income with capital appreciation. To achieve this, it invests in listed or quoted securities issued by companies in the financial sector operating in the banking, insurance, property and other subsectors. Its portfolio entails equities, index-linked and other debt securities, cash deposits, money market instruments, foreign currency exchange transactions, forward transactions, index options, and other instruments, including derivatives. It has a diversified portfolio of investments in different geographical regions such as North America, Europe, Asia, the United Kingdom, Latin America, Japan and East Europe.
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