EPE Capital PartnersJSE:EPE +5.60%58 Pretax Margin % is 0.26% as of Dec. 2025, which is 97% below its 10-year median of 10.08. GuruFocus rates JSE:EPE with a GF Score™ of 58/100 and a GF Value™ of R6.20 (Fairly Valued). The stock has 2 warning signs investors should review. Among 1,570 Asset Management companies, EPE Capital Partners ranks worse than 66.31% on this metric.
The historical rank and industry rank for EPE Capital Partners's Pretax Margin % or its related term are showing as below:
JSE:EPE'
s Pretax Margin % Range Over the Past 10 Years
Min: -734.58 Med: 10.08 Max: 463.32
Current: 46.75
JSE:EPE's Pretax Margin % is ranked worse than 66.31% of 1570
companies
in the Asset Management industry
Industry Median: 89.62
vs JSE:EPE: 46.75
EPE Capital Partners (JSE:EPE) Pretax Margin % Explanation
The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.
The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.
It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.
The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.
EPE Capital Partners Pretax Margin % Related Terms
EPE Capital Partners Pretax Margin % Historical Data
* Premium members only.
The historical data trend for EPE Capital Partners's Pretax Margin % 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.
JSE:EPE vs BLK, BX, KKR: Pretax Margin % Comparison
For the Asset Management subindustry, EPE Capital Partners's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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.
EPE Capital Partners Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, EPE Capital Partners's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where EPE Capital Partners's Pretax Margin % falls into.
* 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.
EPE Capital Partners (JSE:EPE) has a Pretax Margin % of 0.26% as of Dec. 2025. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on EPE Capital Partners and its competitors. This is 97% below median its historical median of 10.08. According to the industry distribution chart, EPE Capital Partners ranks #1041 out of 1570 companies in the Asset Management industry, placing it in the top 66.3%.
Is EPE Capital Partners' Pretax Margin % too high?
EPE Capital Partners' current Pretax Margin % of 0.26% is 97% below median its 10-year median of 10.08. The Asset Management industry median Pretax Margin % is 89.62. EPE Capital Partners' value of 0.26% is 99.7% below this industry median. Based on the distribution chart, EPE Capital Partners ranks #1041 out of 1570 companies in the Asset Management industry, which is below the industry midpoint. Overall, EPE Capital Partners has a GF Score™ of 58/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does EPE Capital Partners' Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, EPE Capital Partners ranks #1041 out of 1570 companies for Pretax Margin %. This places EPE Capital Partners in the lower half of its industry. The industry median Pretax Margin % is 89.62. EPE Capital Partners' value of 0.26% is 99.7% below this benchmark. While the company's 10-year median is 10.08 vs. the industry median of 89.62, EPE Capital Partners 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.62, based on 1,570 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. EPE Capital Partners's current Pretax Margin % of 0.26% is 99.7% 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on EPE Capital Partners and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.62 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. EPE Capital Partners's current Pretax Margin % is 0.26%, which is 97% below median its own 10-year median of 10.08. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is EPE Capital Partners stock overvalued right now?
Based on GuruFocus' analysis, EPE Capital Partners (JSE:EPE) is currently considered Fairly Valued. The stock's GF Value™ is R6.20, compared to a current price of R5.85 — trading 5.6% below its estimated fair value. The current Pretax Margin % is 0.26%, which is 97% below median its 10-year median of 10.08 and 99.7% below the Asset Management industry median of 89.62. EPE Capital Partners' overall GF Score™ is 58/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For EPE Capital Partners (JSE:EPE), the current Pretax Margin % is 0.26% 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 EPE Capital Partners (JSE:EPE) Overvalued in 2026?
Based on GuruFocus' analysis, EPE Capital Partners stock appears to be undervalued.
The current stock price of R5.85 is trading 5.6% below its estimated GF Value™ of R6.20.
GuruFocus considers EPE Capital Partners to be Fairly Valued.
Key valuation signals for JSE:EPE:
Pretax Margin %: 0.26% (97% below median its 10-year median of 10.08)
GF Value™: R6.20 vs. price of R5.85 (5.6% below fair value)
Industry Position: 99.7% below the Asset Management median (#1041 of 1570)
No single metric tells the full story. See the JSE:EPE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
EPE Capital Partners Ltd is an investment holding company that provides shareholders with long-term capital appreciation through investments in a diversified portfolio of unlisted private equity-type assets. The company invests predominantly in South Africa and the broader Sub-Saharan Africa region by participating in funds or co-investments managed by Ethos Private Equity. Its portfolio spans various sectors with a focus on private equity investments. EPE generates revenue through returns on these investments, relying on asset value growth and income from its portfolio companies.
58GF Score
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