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Fonterra Shareholders FundNZSE:FSF 17 Equity-to-Asset is 1.00 as of Jan. 2026, which is at its 10-year median of 1.00. GuruFocus rates NZSE:FSF with a GF Score™ of 17/100. Among 1,634 Asset Management companies, Fonterra Shareholders Fund ranks better than 99.88% on this metric.
Fonterra Shareholders Fund (NZSE:FSF) 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%.
Fonterra Shareholders Fund Equity-to-Asset Related Terms
Fonterra Shareholders Fund 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.
NZSE:FSF vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Fonterra Shareholders Fund'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.
Fonterra Shareholders Fund Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Fonterra Shareholders Fund's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Fonterra Shareholders Fund's Equity-to-Asset falls into.
Fonterra Shareholders Fund 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.
Fonterra Shareholders Fund's Equity to Asset Ratio for the fiscal year that ended in Jul. 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.
Fonterra Shareholders Fund (NZSE:FSF) has a Equity-to-Asset of 1.00 as of Jan. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Fonterra Shareholders Fund and its competitors. This is near median its historical median of 1.00. Over the past decade, Fonterra Shareholders Fund's Equity-to-Asset has ranged from 1.00 to 1.00. According to the industry distribution chart, Fonterra Shareholders Fund ranks #2 out of 1634 companies in the Asset Management industry, placing it in the top 0.099999999999994%.
Is Fonterra Shareholders Fund's Equity-to-Asset too high?
Fonterra Shareholders Fund's current Equity-to-Asset of 1.00 is near median its 10-year median of 1.00. Over the past 10 years, this metric has ranged from a low of 1.00 to a high of 1.00. The Asset Management industry median Equity-to-Asset is 0.83. Fonterra Shareholders Fund's value of 1.00 is 20.5% above this industry median. Based on the distribution chart, Fonterra Shareholders Fund ranks #2 out of 1634 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Fonterra Shareholders Fund has a GF Score™ of 17/100, reflecting its overall financial health beyond just this single metric.
How does Fonterra Shareholders Fund's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Fonterra Shareholders Fund ranks #2 out of 1634 companies for Equity-to-Asset. This places Fonterra Shareholders Fund in the top 0% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. Fonterra Shareholders Fund's value of 1.00 is 20.5% above this benchmark. Historically, Fonterra Shareholders Fund's own Equity-to-Asset has ranged from 1.00 to 1.00 over the past decade. While the company's 10-year median is 1.00 vs. the industry median of 0.83, Fonterra Shareholders Fund 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 1,634 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. Fonterra Shareholders Fund's current Equity-to-Asset of 1.00 is 20.5% 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 Fonterra Shareholders Fund 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. Fonterra Shareholders Fund's current Equity-to-Asset is 1.00, which is near median its own 10-year median of 1.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fonterra Shareholders Fund stock overvalued right now?
Fonterra Shareholders Fund (NZSE:FSF) has a current Equity-to-Asset of 1.00. The current Equity-to-Asset is 1.00, which is near median its 10-year median of 1.00 and 20.5% above the Asset Management industry median of 0.83. Fonterra Shareholders Fund's overall GF Score™ is 17/100. 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 Fonterra Shareholders Fund (NZSE:FSF), the current Equity-to-Asset is 1.00 as of Jan. 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.
Fonterra Shareholders Fund functions as a managed investment scheme that issues units to investors through which investors gain economic rights to Fonterra shares. The main purpose of the FSF is to allow public investors who are not milk-supplying farmers to invest indirectly in Fonterra's economic performance.
17GF Score
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