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Aberforth Geared Value &ome TrustLSE:AGVI +1.38%9 Pretax Margin % is 69.39% as of Jun. 2026, which is 68% above its 10-year median of 41.34. GuruFocus rates LSE:AGVI with a GF Score™ of 9/100. The stock has 2 warning signs investors should review. Among 1,568 Asset Management companies, Aberforth Geared Value &ome Trust ranks worse than 68.49% on this metric.
Aberforth Geared Value &ome Trust (LSE:AGVI) 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.
Aberforth Geared Value &ome Trust Pretax Margin % Related Terms
Aberforth Geared Value &ome Trust Pretax Margin % 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.
Aberforth Geared Value &ome Trust Pretax Margin % Chart
Aberforth Geared Value &ome Trust Annual Data
Trend
Jun25
Jun26
Pretax Margin %
0.00
41.34
Aberforth Geared Value &ome Trust Semi-Annual Data
Jun25
Dec25
Jun26
Pretax Margin %
0.00
-533.91
69.39
LSE:AGVI vs BLK, BX, KKR: Pretax Margin % Comparison
For the Asset Management subindustry, Aberforth Geared Value &ome 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.
Aberforth Geared Value &ome Trust Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Aberforth Geared Value &ome Trust's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where Aberforth Geared Value &ome Trust'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.
Aberforth Geared Value &ome Trust (LSE:AGVI) has a Pretax Margin % of 69.39% as of Jun. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Aberforth Geared Value &ome Trust and its competitors. This is 68% above median its historical median of 41.34. Over the past decade, Aberforth Geared Value &ome Trust's Pretax Margin % has ranged from 41.34 to 41.35. According to the industry distribution chart, Aberforth Geared Value &ome Trust ranks #1074 out of 1568 companies in the Asset Management industry, placing it in the top 68.5%.
Is Aberforth Geared Value &ome Trust's Pretax Margin % too high?
Aberforth Geared Value &ome Trust's current Pretax Margin % of 69.39% is 68% above median its 10-year median of 41.34. Over the past 10 years, this metric has ranged from a low of 41.34 to a high of 41.35. The Asset Management industry median Pretax Margin % is 91.12. Aberforth Geared Value &ome Trust's value of 69.39% is 23.8% below this industry median. Based on the distribution chart, Aberforth Geared Value &ome Trust ranks #1074 out of 1568 companies in the Asset Management industry, which is below the industry midpoint. Overall, Aberforth Geared Value &ome Trust has a GF Score™ of 9/100, reflecting its overall financial health beyond just this single metric.
How does Aberforth Geared Value &ome Trust's Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Aberforth Geared Value &ome Trust ranks #1074 out of 1568 companies for Pretax Margin %. This places Aberforth Geared Value &ome Trust in the lower half of its industry. The industry median Pretax Margin % is 91.12. Aberforth Geared Value &ome Trust's value of 69.39% is 23.8% below this benchmark. Historically, Aberforth Geared Value &ome Trust's own Pretax Margin % has ranged from 41.34 to 41.35 over the past decade. While the company's 10-year median is 41.34 vs. the industry median of 91.12, Aberforth Geared Value &ome 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 91.12, based on 1,568 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. Aberforth Geared Value &ome Trust's current Pretax Margin % of 69.39% is 23.8% 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 Aberforth Geared Value &ome Trust and its competitors. For the Asset Management industry, the median Pretax Margin % is 91.12 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Aberforth Geared Value &ome Trust's current Pretax Margin % is 69.39%, which is 68% above median its own 10-year median of 41.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Aberforth Geared Value &ome Trust stock overvalued right now?
Aberforth Geared Value &ome Trust (LSE:AGVI) has a current Pretax Margin % of 69.39%. The current Pretax Margin % is 69.39%, which is 68% above median its 10-year median of 41.34 and 23.8% below the Asset Management industry median of 91.12. Aberforth Geared Value &ome Trust's overall GF Score™ is 9/100 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 Aberforth Geared Value &ome Trust (LSE:AGVI), the current Pretax Margin % is 69.39% as of Jun. 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.
Aberforth Geared Value & Income Trust PLC is as is an asset management company. Focused on delivering high total returns and an attractive income yield by investing in a diversified value oriented portfolio of 50-100 small UK quoted companies drawn from the Deutsche Numis Smaller Companies Index. Operates a geared capital structure using ZDP shares that boost exposure for Ordinary shareholders.
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