Case Group AB (OSTO:CASE) Equity-to-Asset: 0.87 (As of Mar. 2026) — Near Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

OSTO:CASE Case Group AB OSTO:CASE
73 GF Score
Price kr20.70
GF Value kr21.31
Valuation Fairly Valued
! 3 Warning Signs
View Full Analysis

What is Case Group AB Equity-to-Asset?

Case Group AB OSTO:CASE -4.61% 73 Equity-to-Asset is 0.87 as of Mar. 2026, which is 6% above its 10-year median of 0.82. GuruFocus rates OSTO:CASE with a GF Score™ of 73/100 and a GF Value™ of kr21.31 (Fairly Valued). The stock has 3 warning signs investors should review. Among 1,634 Asset Management companies, Case Group AB ranks better than 55.94% on this metric.

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Case Group AB's Total Stockholders Equity for the quarter that ended in Mar. 2026 was kr336.9 Mil. Case Group AB's Total Assets for the quarter that ended in Mar. 2026 was kr388.7 Mil. Therefore, Case Group AB's Equity to Asset Ratio for the quarter that ended in Mar. 2026 was 0.87.

The historical rank and industry rank for Case Group AB's Equity-to-Asset or its related term are showing as below:

OSTO:CASE' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.49   Med: 0.82   Max: 0.87
Current: 0.87

During the past 7 years, the highest Equity to Asset Ratio of Case Group AB was 0.87. The lowest was 0.49. And the median was 0.82.

OSTO:CASE's Equity-to-Asset is ranked better than
55.94% of 1634 companies
in the Asset Management industry
Industry Median: 0.83 vs OSTO:CASE: 0.87

Case Group AB  (OSTO:CASE) 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%.


Case Group AB Equity-to-Asset Related Terms


Case Group AB Equity-to-Asset Historical Data

* Premium members only.

The historical data trend for Case Group AB'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.

Case Group AB Equity-to-Asset Chart

Case Group AB Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Equity-to-Asset
Get a 7-Day Free Trial 0.77 0.49 0.82 0.81 0.84

Case Group AB Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 0.83 0.83 0.83 0.84 0.87

OSTO:CASE vs BLK, BX, KKR: Equity-to-Asset Comparison

For the Asset Management subindustry, Case Group AB'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.


Case Group AB Equity-to-Asset vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Case Group AB's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where Case Group AB's Equity-to-Asset falls into.


OSTO:CASE
73GF Score
Case Group AB OSTO:CASE
Equity-to-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Case Group AB 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.

Case Group AB's Equity to Asset Ratio for the fiscal year that ended in Dec. 2025 is calculated as

Equity to Asset (A: Dec. 2025 )=Total Stockholders Equity/Total Assets
=331.01/395.99
=0.84

Case Group AB's Equity to Asset Ratio for the quarter that ended in Mar. 2026 is calculated as

Equity to Asset (Q: Mar. 2026 )=Total Stockholders Equity/Total Assets
=336.918/388.733
=0.87

* 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.

Frequently Asked Questions Learn more about Equity-to-Asset →
What does a Equity-to-Asset of 0.87 mean?
Case Group AB (OSTO:CASE) has a Equity-to-Asset of 0.87 as of Mar. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Case Group AB and its competitors. This is near median its historical median of 0.82. Over the past decade, Case Group AB's Equity-to-Asset has ranged from 0.49 to 0.87. According to the industry distribution chart, Case Group AB ranks #720 out of 1634 companies in the Asset Management industry, placing it in the top 44.1%.
Is Case Group AB's Equity-to-Asset too high?
Case Group AB's current Equity-to-Asset of 0.87 is near median its 10-year median of 0.82. Over the past 10 years, this metric has ranged from a low of 0.49 to a high of 0.87. The Asset Management industry median Equity-to-Asset is 0.83. Case Group AB's value of 0.87 is 4.8% above this industry median. Based on the distribution chart, Case Group AB ranks #720 out of 1634 companies in the Asset Management industry, which is above the industry midpoint. Overall, Case Group AB has a GF Score™ of 73/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Case Group AB's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Case Group AB ranks #720 out of 1634 companies for Equity-to-Asset. This puts Case Group AB in the upper half of its industry. The industry median Equity-to-Asset is 0.83. Case Group AB's value of 0.87 is 4.8% above this benchmark. Historically, Case Group AB's own Equity-to-Asset has ranged from 0.49 to 0.87 over the past decade. While the company's 10-year median is 0.82 vs. the industry median of 0.83, Case Group AB 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. Case Group AB's current Equity-to-Asset of 0.87 is 4.8% 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 Case Group AB 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. Case Group AB's current Equity-to-Asset is 0.87, which is near median its own 10-year median of 0.82. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Case Group AB stock overvalued right now?
Based on GuruFocus' analysis, Case Group AB (OSTO:CASE) is currently considered Fairly Valued. The stock's GF Value™ is kr21.31, compared to a current price of kr20.70 — trading 2.9% below its estimated fair value. The current Equity-to-Asset is 0.87, which is near median its 10-year median of 0.82 and 4.8% above the Asset Management industry median of 0.83. Case Group AB's overall GF Score™ is 73/100 with 3 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 Case Group AB (OSTO:CASE), the current Equity-to-Asset is 0.87 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 Case Group AB (OSTO:CASE) Overvalued in 2026?

Based on GuruFocus' analysis, Case Group AB stock appears to be undervalued. The current stock price of kr20.70 is trading 2.9% below its estimated GF Value™ of kr21.31. GuruFocus considers Case Group AB to be Fairly Valued.

Key valuation signals for OSTO:CASE:

  • Equity-to-Asset: 0.87 (near median its 10-year median of 0.82)
  • GF Value™: kr21.31 vs. price of kr20.70 (2.9% below fair value)
  • GF Score™: 73/100 with 3 warning signs
  • Industry Position: 4.8% above the Asset Management median (#720 of 1634)

No single metric tells the full story. See the OSTO:CASE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Case Group AB Business Description

Other Exchanges V9E:Germany
Address Norrlandsgatan 10 c, Stockholm, SWE, 102 49
Case Group AB is an independent fund manager. Its business concept is to offer wealth-creating asset management with the goal of offering savers a good risk-adjusted return.
73GF Score

Get the complete analysis for OSTO:CASE

Equity-to-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

kr20.70
Price
kr21.31
GF Value