EPE Special Opportunities (LSE:ESO) Pretax Margin %: 94.95% (As of Jan. 2026) — Near Median


LSE:ESO EPE Special Opportunities Ltd LSE:ESO
28 GF Score
Price £2.36
! 3 Warning Signs
View Full Analysis

What is EPE Special Opportunities Pretax Margin %?

EPE Special Opportunities LSE:ESO 28 Pretax Margin % is 94.95% as of Jan. 2026, which is 1% below its 10-year median of 96.31. GuruFocus rates LSE:ESO with a GF Score™ of 28/100. The stock has 3 warning signs investors should review. Among 1,569 Asset Management companies, EPE Special Opportunities ranks worse than 56.98% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. EPE Special Opportunities's Pre-Tax Income for the six months ended in Jan. 2026 was £15.50 Mil. EPE Special Opportunities's Revenue for the six months ended in Jan. 2026 was £16.32 Mil. Therefore, EPE Special Opportunities's pretax margin for the quarter that ended in Jan. 2026 was 94.95%.

The historical rank and industry rank for EPE Special Opportunities's Pretax Margin % or its related term are showing as below:

LSE:ESO' s Pretax Margin % Range Over the Past 10 Years
Min: -25.5   Med: 96.31   Max: 126.97
Current: 80.12


LSE:ESO's Pretax Margin % is ranked worse than
56.98% of 1569 companies
in the Asset Management industry
Industry Median: 89.52 vs LSE:ESO: 80.12

EPE Special Opportunities  (LSE:ESO) 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 Special Opportunities Pretax Margin % Related Terms


EPE Special Opportunities Pretax Margin % Historical Data

* Premium members only.

The historical data trend for EPE Special Opportunities'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.

EPE Special Opportunities Pretax Margin % Chart

EPE Special Opportunities Annual Data
Trend Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25 Jan26
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 73.49 105.67 -25.50 4.38 80.11

EPE Special Opportunities Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
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 84.03 267.23 62.88 109.31 94.95

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

For the Asset Management subindustry, EPE Special Opportunities'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 Special Opportunities Pretax Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, EPE Special Opportunities's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where EPE Special Opportunities's Pretax Margin % falls into.


LSE:ESO
28GF Score
EPE Special Opportunities Ltd LSE:ESO
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

EPE Special Opportunities 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.

EPE Special Opportunities's Pretax Margin for the fiscal year that ended in Jan. 2026 is calculated as

Pretax Margin=Pre-Tax Income (A: Jan. 2026 )/Revenue (A: Jan. 2026 )
=6.434/8.031
=80.11 %

EPE Special Opportunities's Pretax Margin for the quarter that ended in Jan. 2026 is calculated as

Pretax Margin=Pre-Tax Income (Q: Jan. 2026 )/Revenue (Q: Jan. 2026 )
=15.496/16.321
=94.95 %

* 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 94.95% mean?
EPE Special Opportunities (LSE:ESO) has a Pretax Margin % of 94.95% as of Jan. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on EPE Special Opportunities and its competitors. This is near median its historical median of 96.31. According to the industry distribution chart, EPE Special Opportunities ranks #894 out of 1569 companies in the Asset Management industry, placing it in the top 57%.
Is EPE Special Opportunities' Pretax Margin % too high?
EPE Special Opportunities' current Pretax Margin % of 94.95% is near median its 10-year median of 96.31. The Asset Management industry median Pretax Margin % is 89.52. EPE Special Opportunities' value of 94.95% is 6.1% above this industry median. Based on the distribution chart, EPE Special Opportunities ranks #894 out of 1569 companies in the Asset Management industry, which is below the industry midpoint. Overall, EPE Special Opportunities has a GF Score™ of 28/100, reflecting its overall financial health beyond just this single metric.
How does EPE Special Opportunities' Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, EPE Special Opportunities ranks #894 out of 1569 companies for Pretax Margin %. This places EPE Special Opportunities in the lower half of its industry. The industry median Pretax Margin % is 89.52. EPE Special Opportunities' value of 94.95% is 6.1% above this benchmark. While the company's 10-year median is 96.31 vs. the industry median of 89.52, EPE Special Opportunities 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 89.52, based on 1,569 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 Special Opportunities's current Pretax Margin % of 94.95% is 6.1% 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 EPE Special Opportunities and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. EPE Special Opportunities's current Pretax Margin % is 94.95%, which is near median its own 10-year median of 96.31. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is EPE Special Opportunities stock overvalued right now?
EPE Special Opportunities (LSE:ESO) has a current Pretax Margin % of 94.95%. The current Pretax Margin % is 94.95%, which is near median its 10-year median of 96.31 and 6.1% above the Asset Management industry median of 89.52. EPE Special Opportunities' overall GF Score™ is 28/100 with 3 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 Special Opportunities (LSE:ESO), the current Pretax Margin % is 94.95% as of Jan. 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.

EPE Special Opportunities Business Description

Address Gaspe House, 66-72 Esplanade, Saint Helier, JEY, JE1 2LH
EPE Special Opportunities Ltd is an investment company. The company focuses on providing a long-term return on equity for its shareholders by way of investment in a portfolio of private equity assets. The group is engaged in a single business segment which includes financing for growth, buyout, and special situations in the United Kingdom. It targets various types of investments such as private investment in public equities, special purpose acquisition companies, and EPE funds. It considers industry sectors including business services, consumer and retail, financial services, and the industrials sector.
28GF Score

Get the complete analysis for LSE:ESO

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

£2.36
Price