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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%.
XAI Octagon Floating Rate & Alternativeome Trust Equity-to-Asset Related Terms
XAI Octagon Floating Rate & Alternativeome 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.
For the Asset Management subindustry, XAI Octagon Floating Rate & Alternativeome 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.
XAI Octagon Floating Rate & Alternativeome Trust Equity-to-Asset vs Asset Management Industry
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.
XAI Octagon Floating Rate & Alternativeome Trust (XFLT) has a Equity-to-Asset of 0.57 as of Mar. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on XAI Octagon Floating Rate & Alternativeome Trust and its competitors. This is near median its historical median of 0.57. Over the past decade, XAI Octagon Floating Rate & Alternativeome Trust's Equity-to-Asset has ranged from 0.55 to 1.00. According to the industry distribution chart, XAI Octagon Floating Rate & Alternativeome Trust ranks #1255 out of 1618 companies in the Asset Management industry, placing it in the top 77.6%.
Is XAI Octagon Floating Rate & Alternativeome Trust's Equity-to-Asset too high?
XAI Octagon Floating Rate & Alternativeome Trust's current Equity-to-Asset of 0.57 is near median its 10-year median of 0.57. Over the past 10 years, this metric has ranged from a low of 0.55 to a high of 1.00. The Asset Management industry median Equity-to-Asset is 0.83. XAI Octagon Floating Rate & Alternativeome Trust's value of 0.57 is 31.3% below this industry median. Based on the distribution chart, XAI Octagon Floating Rate & Alternativeome Trust ranks #1255 out of 1618 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, XAI Octagon Floating Rate & Alternativeome Trust has a GF Score™ of 47/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does XAI Octagon Floating Rate & Alternativeome Trust's Equity-to-Asset compare to SAR and NCZ?
According to the Asset Management industry distribution chart, XAI Octagon Floating Rate & Alternativeome Trust ranks #1255 out of 1618 companies for Equity-to-Asset. This places XAI Octagon Floating Rate & Alternativeome Trust in the lower half of its industry. The industry median Equity-to-Asset is 0.83. XAI Octagon Floating Rate & Alternativeome Trust's value of 0.57 is 31.3% below this benchmark. Historically, XAI Octagon Floating Rate & Alternativeome Trust's own Equity-to-Asset has ranged from 0.55 to 1.00 over the past decade. While the company's 10-year median is 0.57 vs. the industry median of 0.83, XAI Octagon Floating Rate & Alternativeome Trust has consistently been below 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. XAI Octagon Floating Rate & Alternativeome Trust's current Equity-to-Asset of 0.57 is 31.3% below 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 XAI Octagon Floating Rate & Alternativeome 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. XAI Octagon Floating Rate & Alternativeome Trust's current Equity-to-Asset is 0.57, which is near median its own 10-year median of 0.57. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is XAI Octagon Floating Rate & Alternativeome Trust stock overvalued right now?
Based on GuruFocus' analysis, XAI Octagon Floating Rate & Alternativeome Trust (XFLT) is currently considered Significantly Overvalued. The stock's GF Value™ is $13.64, compared to a current price of $19.59 — trading 43.6% above its estimated fair value. The current Equity-to-Asset is 0.57, which is near median its 10-year median of 0.57 and 31.3% below the Asset Management industry median of 0.83. XAI Octagon Floating Rate & Alternativeome Trust's overall GF Score™ is 47/100 with 4 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 XAI Octagon Floating Rate & Alternativeome Trust (XFLT), the current Equity-to-Asset is 0.57 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 XAI Octagon Floating Rate & Alternativeome Trust (XFLT) Overvalued in 2026?
Based on GuruFocus' analysis, XAI Octagon Floating Rate & Alternativeome Trust stock appears to be overvalued.
The current stock price of $19.59 is trading 43.6% above its estimated GF Value™ of $13.64.
GuruFocus considers XAI Octagon Floating Rate & Alternativeome Trust to be Significantly Overvalued.
Key valuation signals for XFLT:
Equity-to-Asset: 0.57 (near median its 10-year median of 0.57)
GF Value™: $13.64 vs. price of $19.59 (43.6% above fair value)
Industry Position: 31.3% below the Asset Management median (#1255 of 1618)
No single metric tells the full story. See the XFLT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
XAI Octagon Floating Rate & Alternative Income Trust is a diversified, closed-end management investment company which invests in a dynamically managed portfolio of floating-rate credit instruments and other structured credit investments within the private markets. The Trust's investment objective is to seek attractive total return with an emphasis on income generation across multiple stages of the credit cycle.
47GF Score
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