Aberdeen Equityome Trust (LSE:AEI) Pretax Margin %: 103.69% (As of Mar. 2026) — Near Median


LSE:AEI Aberdeen Equity Income Trust PLC LSE:AEI
42 GF Score
Price £4.35
GF Value £8.08
Valuation Possible Value Trap
! 5 Warning Signs
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What is Aberdeen Equityome Trust Pretax Margin %?

Aberdeen Equityome Trust LSE:AEI +0.69% 42 Pretax Margin % is 103.69% as of Mar. 2026, which is 5% above its 10-year median of 98.77. GuruFocus rates LSE:AEI with a GF Score™ of 42/100 and a GF Value™ of £8.08 (Possible Value Trap). The stock has 5 warning signs investors should review. Among 1,570 Asset Management companies, Aberdeen Equityome Trust ranks better than 83.95% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Aberdeen Equityome Trust's Pre-Tax Income for the six months ended in Mar. 2026 was £17.91 Mil. Aberdeen Equityome Trust's Revenue for the six months ended in Mar. 2026 was £17.27 Mil. Therefore, Aberdeen Equityome Trust's pretax margin for the quarter that ended in Mar. 2026 was 103.69%.

The historical rank and industry rank for Aberdeen Equityome Trust's Pretax Margin % or its related term are showing as below:

LSE:AEI' s Pretax Margin % Range Over the Past 10 Years
Min: 82.18   Med: 98.77   Max: 103.75
Current: 100.78


LSE:AEI's Pretax Margin % is ranked better than
83.95% of 1570 companies
in the Asset Management industry
Industry Median: 89.62 vs LSE:AEI: 100.78

Aberdeen Equityome Trust  (LSE:AEI) 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.


Aberdeen Equityome Trust Pretax Margin % Related Terms


Aberdeen Equityome Trust Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Aberdeen Equityome Trust'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.

Aberdeen Equityome Trust Pretax Margin % Chart

Aberdeen Equityome Trust Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 99.32 103.75 86.67 97.71 98.56

Aberdeen Equityome Trust Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
Pretax Margin % 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 91.66 98.75 93.70 99.13 103.69

LSE:AEI vs BLK, BX, KKR: Pretax Margin % Comparison

For the Asset Management subindustry, Aberdeen Equityome Trust'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.


Aberdeen Equityome Trust Pretax Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Aberdeen Equityome Trust's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where Aberdeen Equityome Trust's Pretax Margin % falls into.


LSE:AEI
42GF Score
Aberdeen Equity Income Trust PLC LSE:AEI
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Aberdeen Equityome Trust Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Aberdeen Equityome Trust's Pretax Margin for the fiscal year that ended in Sep. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Sep. 2025 )/Revenue (A: Sep. 2025 )
=33.364/33.852
=98.56 %

Aberdeen Equityome Trust's Pretax Margin for the quarter that ended in Mar. 2026 is calculated as

Pretax Margin=Pre-Tax Income (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=17.908/17.271
=103.69 %

* 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 Pretax Margin % →
What does a Pretax Margin % of 103.69% mean?
Aberdeen Equityome Trust (LSE:AEI) has a Pretax Margin % of 103.69% as of Mar. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Aberdeen Equityome Trust and its competitors. This is near median its historical median of 98.77. Over the past decade, Aberdeen Equityome Trust's Pretax Margin % has ranged from 82.18 to 103.75. According to the industry distribution chart, Aberdeen Equityome Trust ranks #252 out of 1570 companies in the Asset Management industry, placing it in the top 16.1%.
Is Aberdeen Equityome Trust's Pretax Margin % too high?
Aberdeen Equityome Trust's current Pretax Margin % of 103.69% is near median its 10-year median of 98.77. Over the past 10 years, this metric has ranged from a low of 82.18 to a high of 103.75. The Asset Management industry median Pretax Margin % is 89.62. Aberdeen Equityome Trust's value of 103.69% is 15.7% above this industry median. Based on the distribution chart, Aberdeen Equityome Trust ranks #252 out of 1570 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Aberdeen Equityome Trust has a GF Score™ of 42/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Aberdeen Equityome Trust's Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Aberdeen Equityome Trust ranks #252 out of 1570 companies for Pretax Margin %. This places Aberdeen Equityome Trust in the top 16% of its industry — outperforming the majority of peers. The industry median Pretax Margin % is 89.62. Aberdeen Equityome Trust's value of 103.69% is 15.7% above this benchmark. Historically, Aberdeen Equityome Trust's own Pretax Margin % has ranged from 82.18 to 103.75 over the past decade. While the company's 10-year median is 98.77 vs. the industry median of 89.62, Aberdeen Equityome Trust 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 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. Aberdeen Equityome Trust's current Pretax Margin % of 103.69% 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 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 Aberdeen Equityome Trust 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. Aberdeen Equityome Trust's current Pretax Margin % is 103.69%, which is near median its own 10-year median of 98.77. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Aberdeen Equityome Trust stock overvalued right now?
Based on GuruFocus' analysis, Aberdeen Equityome Trust (LSE:AEI) is currently considered Possible Value Trap. The stock's GF Value™ is £8.08, compared to a current price of £4.35 — trading 46.2% below its estimated fair value. The current Pretax Margin % is 103.69%, which is near median its 10-year median of 98.77 and 15.7% above the Asset Management industry median of 89.62. Aberdeen Equityome Trust's overall GF Score™ is 42/100 with 5 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 Aberdeen Equityome Trust (LSE:AEI), the current Pretax Margin % is 103.69% 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 Aberdeen Equityome Trust (LSE:AEI) Overvalued in 2026?

Based on GuruFocus' analysis, Aberdeen Equityome Trust stock appears to be undervalued. The current stock price of £4.35 is trading 46.2% below its estimated GF Value™ of £8.08. GuruFocus considers Aberdeen Equityome Trust to be Possible Value Trap.

Key valuation signals for LSE:AEI:

  • Pretax Margin %: 103.69% (near median its 10-year median of 98.77)
  • GF Value™: £8.08 vs. price of £4.35 (46.2% below fair value)
  • GF Score™: 42/100 with 5 warning signs
  • Industry Position: 15.7% above the Asset Management median (#252 of 1570)

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


Aberdeen Equityome Trust Business Description

Address 280 Bishopsgate, London, GBR, EC2M 4AG
Aberdeen Equity Income Trust PLC is an investment trust company. Its investment objective is to provide shareholders with an above-average income from their equity investment and provide real growth in capital and income. Its investment portfolio comprises convertible preference shares, convertible loan stocks, gilts, and corporate bonds. The company's portfolio is diversified across various sectors such as Real Estate, Basic Materials, Industrials, Consumer Staples, Healthcare, Energy, Telecommunications, Consumer Discretionary, Utilities, Financials, and technology.
42GF Score

Get the complete analysis for LSE:AEI

Pretax Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£4.35
Price
£8.08
GF Value