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Carlson Investments SE (STU:2HB) 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%.
Carlson Investments SE Equity-to-Asset Related Terms
Carlson Investments SE Equity-to-Asset Historical Data
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The historical data trend for Carlson Investments SE'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.
STU:2HB vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Carlson Investments SE'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.
Carlson Investments SE Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Carlson Investments SE's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Carlson Investments SE's Equity-to-Asset falls into.
Carlson Investments SE 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.
Carlson Investments SE'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.
Carlson Investments SE (STU:2HB) has a Equity-to-Asset of 0.96 as of Dec. 2025. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Carlson Investments SE and its competitors. This is 25% above median its historical median of 0.77.
Is Carlson Investments SE's Equity-to-Asset too high?
Carlson Investments SE's current Equity-to-Asset of 0.96 is 25% above median its 10-year median of 0.77. The Asset Management industry median Equity-to-Asset is 0.83. Carlson Investments SE's value of 0.96 is 15.7% above this industry median. Overall, Carlson Investments SE has a GF Score™ of 29/100, reflecting its overall financial health beyond just this single metric.
How does Carlson Investments SE's Equity-to-Asset compare to BLK and BX?
Carlson Investments SE's Equity-to-Asset of 0.96 can be compared against companies in the Asset Management industry. The industry median Equity-to-Asset is 0.83. Carlson Investments SE's value of 0.96 is 15.7% above this benchmark. While the company's 10-year median is 0.77 vs. the industry median of 0.83, Carlson Investments SE 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 1,617 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. Carlson Investments SE's current Equity-to-Asset of 0.96 is 15.7% 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 Carlson Investments SE 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. Carlson Investments SE's current Equity-to-Asset is 0.96, which is 25% above median its own 10-year median of 0.77. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Carlson Investments SE stock overvalued right now?
Carlson Investments SE (STU:2HB) has a current Equity-to-Asset of 0.96. The stock's GF Value™ is €0.22, compared to a current price of €0.56 — trading 154.5% above its estimated fair value. The current Equity-to-Asset is 0.96, which is 25% above median its 10-year median of 0.77 and 15.7% above the Asset Management industry median of 0.83. Carlson Investments SE's overall GF Score™ is 29/100 with 5 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 Carlson Investments SE (STU:2HB), the current Equity-to-Asset is 0.96 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.
Is Carlson Investments SE (STU:2HB) Overvalued in 2026?
Based on GuruFocus' analysis, Carlson Investments SE stock appears to be overvalued.
The current stock price of €0.56 is trading 154.5% above its estimated GF Value™ of €0.22.
Key valuation signals for STU:2HB:
Equity-to-Asset: 0.96 (25% above median its 10-year median of 0.77)
GF Value™: €0.22 vs. price of €0.56 (154.5% above fair value)
Industry Position: 15.7% above the Asset Management median
No single metric tells the full story. See the STU:2HB stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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