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What is Schroder British Opportunities Trust Equity-to-Asset?
Schroder British Opportunities TrustLSE:SBO 21 Equity-to-Asset is 0.98 as of Mar. 2026, which is 1% above its 10-year median of 0.97. GuruFocus rates LSE:SBO with a GF Score™ of 21/100 and a GF Value™ of £0.69 (Fairly Valued). Among 1,618 Asset Management companies, Schroder British Opportunities Trust ranks better than 82.51% on this metric.
LSE:SBO'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.97 Med: 0.97 Max: 0.99
Current: 0.98
During the past 5 years, the highest Equity to Asset Ratio of Schroder British Opportunities Trust was 0.99. The lowest was 0.97. And the median was 0.97.
LSE:SBO's Equity-to-Asset is ranked better than 82.51% of 1618
companies
in the Asset Management industry
Industry Median: 0.83
vs LSE:SBO: 0.98
Schroder British Opportunities Trust (LSE:SBO) 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%.
Schroder British Opportunities Trust Equity-to-Asset Related Terms
Schroder British Opportunities 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.
Schroder British Opportunities Trust Equity-to-Asset Chart
Schroder British Opportunities Trust Annual Data
Trend
Mar22
Mar23
Mar24
Mar25
Mar26
Equity-to-Asset
0.97
0.97
0.97
0.97
0.98
Schroder British Opportunities Trust Semi-Annual Data
LSE:SBO vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Schroder British 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.
Schroder British Opportunities Trust Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Schroder British Opportunities Trust's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Schroder British Opportunities Trust's Equity-to-Asset falls into.
Schroder British 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.
* 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.
Schroder British Opportunities Trust (LSE:SBO) has a Equity-to-Asset of 0.98 as of Mar. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Schroder British Opportunities Trust and its competitors. This is near median its historical median of 0.97. Over the past decade, Schroder British Opportunities Trust's Equity-to-Asset has ranged from 0.97 to 0.99. According to the industry distribution chart, Schroder British Opportunities Trust ranks #283 out of 1618 companies in the Asset Management industry, placing it in the top 17.5%.
Is Schroder British Opportunities Trust's Equity-to-Asset too high?
Schroder British Opportunities Trust's current Equity-to-Asset of 0.98 is near median its 10-year median of 0.97. Over the past 10 years, this metric has ranged from a low of 0.97 to a high of 0.99. The Asset Management industry median Equity-to-Asset is 0.83. Schroder British Opportunities Trust's value of 0.98 is 18.1% above this industry median. Based on the distribution chart, Schroder British Opportunities Trust ranks #283 out of 1618 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Schroder British Opportunities Trust has a GF Score™ of 21/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Schroder British Opportunities Trust's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroder British Opportunities Trust ranks #283 out of 1618 companies for Equity-to-Asset. This places Schroder British Opportunities Trust in the top 18% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. Schroder British Opportunities Trust's value of 0.98 is 18.1% above this benchmark. Historically, Schroder British Opportunities Trust's own Equity-to-Asset has ranged from 0.97 to 0.99 over the past decade. While the company's 10-year median is 0.97 vs. the industry median of 0.83, Schroder British Opportunities 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 1,618 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. Schroder British Opportunities Trust'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 Schroder British Opportunities 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. Schroder British Opportunities Trust's current Equity-to-Asset is 0.98, which is near median its own 10-year median of 0.97. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroder British Opportunities Trust stock overvalued right now?
Based on GuruFocus' analysis, Schroder British Opportunities Trust (LSE:SBO) is currently considered Fairly Valued. The stock's GF Value™ is £0.69, compared to a current price of £0.66 — trading 4.3% below its estimated fair value. The current Equity-to-Asset is 0.98, which is near median its 10-year median of 0.97 and 18.1% above the Asset Management industry median of 0.83. Schroder British Opportunities Trust's overall GF Score™ is 21/100. 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 Schroder British Opportunities Trust (LSE:SBO), the current Equity-to-Asset is 0.98 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.
Is Schroder British Opportunities Trust (LSE:SBO) Overvalued in 2026?
Based on GuruFocus' analysis, Schroder British Opportunities Trust stock appears to be undervalued.
The current stock price of £0.66 is trading 4.3% below its estimated GF Value™ of £0.69.
GuruFocus considers Schroder British Opportunities Trust to be Fairly Valued.
Key valuation signals for LSE:SBO:
Equity-to-Asset: 0.98 (near median its 10-year median of 0.97)
GF Value™: £0.69 vs. price of £0.66 (4.3% below fair value)
Industry Position: 18.1% above the Asset Management median (#283 of 1618)
No single metric tells the full story. See the LSE:SBO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Schroder British Opportunities Trust PLC is a United Kingdom-based, closed-ended investment trust managed by Schroder Investment Management Limited. Its objective is to deliver long-term total returns by investing in a diversified portfolio of predominantly UK companies, combining publicly listed equities with private equity holdings. The trust targets small and medium-sized businesses across sectors such as software, IT services, insurance, hotels, restaurants and leisure, healthcare technology, and industrials. It invests in both public and private markets, providing shareholders with exposure to growth companies that may be at earlier stages of development. Revenue for the trust derives primarily from capital appreciation and dividend income generated by its portfolio holdings, with returns distributed to shareholders through dividends and long-term net asset value growth. The trust is listed on the London Stock Exchange and is managed under Schroder's specialist investment platform.
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