EPE Special Opportunities (LSE:ESO) Return-on-Tangible-Asset: 28.77% (As of Jan. 2026) — 1447% Above Median

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LSE:ESO EPE Special Opportunities Ltd LSE:ESO
38 GF Score
Price £2.15
! 3 Warning Signs
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What is EPE Special Opportunities Return-on-Tangible-Asset?

EPE Special Opportunities LSE:ESO +0.47% 38 Return-on-Tangible-Asset is 28.77% as of Jan. 2026, which is 1447% above its 10-year median of 1.86. GuruFocus rates LSE:ESO with a GF Score™ of 38/100. The stock has 3 warning signs investors should review. Among 1,637 Asset Management companies, EPE Special Opportunities ranks better than 57.61% on this metric.

Return-on-Tangible-Asset is calculated as Net Income divided by its average total tangible assets. Total tangible assets equals to Total Assets minus Intangible Assets. EPE Special Opportunities's annualized Net Income for the quarter that ended in Jan. 2026 was £30.99 Mil. EPE Special Opportunities's average total tangible assets for the quarter that ended in Jan. 2026 was £107.74 Mil. Therefore, EPE Special Opportunities's annualized Return-on-Tangible-Asset for the quarter that ended in Jan. 2026 was 28.77%.

The historical rank and industry rank for EPE Special Opportunities's Return-on-Tangible-Asset or its related term are showing as below:

LSE:ESO' s Return-on-Tangible-Asset Range Over the Past 10 Years
Min: -38.8   Med: 1.86   Max: 73.63
Current: 5.9

During the past 13 years, EPE Special Opportunities's highest Return-on-Tangible-Asset was 73.63%. The lowest was -38.80%. And the median was 1.86%.

LSE:ESO's Return-on-Tangible-Asset is ranked better than
57.61% of 1637 companies
in the Asset Management industry
Industry Median: 4.23 vs LSE:ESO: 5.90

EPE Special Opportunities  (LSE:ESO) Return-on-Tangible-Asset Explanation

Return-on-Tangible-Asset measures the rate of return on the average total tangible assets (total assets minus intangible assets). Tangible means physical in nature. Intangible Assets are assets that are not physical in nature, and typically "derive their value from legal or intellectual rights." Return-on-Tangible-Asset measures a firm's efficiency at generating profits from its tangible assets. It shows how well a company uses what it has to generate earnings. Return-on-Tangible-Assets can vary drastically across industries. Therefore, Return-on-Tangible-Asset should not be used to compare companies in different industries.


Be Aware

Like ROE and ROA, Return-on-Tangible-Asset is calculated with only 12 months data. Fluctuations in the company’s earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. Return-on-Tangible-Asset can be affected by events such as stock buyback or issuance, and by a company’s tax rate and its interest payment. Return-on-Tangible-Asset may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high Return-on-Tangible-Asset may indicate vulnerability in the durability of the competitive advantage.


EPE Special Opportunities Return-on-Tangible-Asset Related Terms


EPE Special Opportunities Return-on-Tangible-Asset Historical Data

* Premium members only.

The historical data trend for EPE Special Opportunities's Return-on-Tangible-Asset 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 Return-on-Tangible-Asset Chart

EPE Special Opportunities Annual Data
Trend Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25 Jan26
Return-on-Tangible-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.65 -30.14 -0.33 0.07 5.69

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
Return-on-Tangible-Asset 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 9.06 -2.50 2.69 -17.05 28.77

LSE:ESO vs BLK, BX, KKR: Return-on-Tangible-Asset Comparison

For the Asset Management subindustry, EPE Special Opportunities's Return-on-Tangible-Asset, along with its competitors' market caps and Return-on-Tangible-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.


EPE Special Opportunities Return-on-Tangible-Asset vs Asset Management Industry

For the Asset Management industry and Financial Services sector, EPE Special Opportunities's Return-on-Tangible-Asset distribution charts can be found below:

* The bar in red indicates where EPE Special Opportunities's Return-on-Tangible-Asset falls into.


LSE:ESO
38GF Score
EPE Special Opportunities Ltd LSE:ESO
Return-on-Tangible-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
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EPE Special Opportunities Return-on-Tangible-Asset Calculation

EPE Special Opportunities's annualized Return-on-Tangible-Asset for the fiscal year that ended in Jan. 2026 is calculated as:

Return-on-Tangible-Asset=Net Income/( (Total Tangible Assets+Total Tangible Assets)/ count )
(A: Jan. 2026 )  (A: Jan. 2025 )(A: Jan. 2026 )
=Net Income/( (Total Assets - Intangible Assets+Total Assets - Intangible Assets)/ count )
(A: Jan. 2026 )  (A: Jan. 2025 )(A: Jan. 2026 )
=6.434/( (111.64+114.554)/ 2 )
=6.434/113.097
=5.69 %

EPE Special Opportunities's annualized Return-on-Tangible-Asset for the quarter that ended in Jan. 2026 is calculated as:

Return-on-Tangible-Asset=Net Income/( (Total Tangible Assets+Total Tangible Assets)/ count )
(Q: Jan. 2026 )  (Q: Jul. 2025 )(Q: Jan. 2026 )
=Net Income/( (Total Assets - Intangible Assets+Total Assets - Intangible Assets)/ count )
(Q: Jan. 2026 )  (Q: Jul. 2025 )(Q: Jan. 2026 )
=30.992/( (100.922+114.554)/ 2 )
=30.992/107.738
=28.77 %

* 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.

In the calculation of annual Return-on-Tangible-Asset, the net income of the last fiscal year and the average total tangible assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is two times the semi-annual (Jan. 2026) net income data.

What does a Return-on-Tangible-Asset of 28.77% mean?
EPE Special Opportunities (LSE:ESO) has a Return-on-Tangible-Asset of 28.77% as of Jan. 2026. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on EPE Special Opportunities and its competitors. This is 1447% above median its historical median of 1.86. According to the industry distribution chart, EPE Special Opportunities ranks #694 out of 1637 companies in the Asset Management industry, placing it in the top 42.4%.
Is EPE Special Opportunities' Return-on-Tangible-Asset too high?
EPE Special Opportunities' current Return-on-Tangible-Asset of 28.77% is 1447% above median its 10-year median of 1.86. The Asset Management industry median Return-on-Tangible-Asset is 4.23. EPE Special Opportunities' value of 28.77% is 580.1% above this industry median. Based on the distribution chart, EPE Special Opportunities ranks #694 out of 1637 companies in the Asset Management industry, which is above the industry midpoint. Overall, EPE Special Opportunities has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does EPE Special Opportunities' Return-on-Tangible-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, EPE Special Opportunities ranks #694 out of 1637 companies for Return-on-Tangible-Asset. This puts EPE Special Opportunities in the upper half of its industry. The industry median Return-on-Tangible-Asset is 4.23. EPE Special Opportunities' value of 28.77% is 580.1% above this benchmark. While the company's 10-year median is 1.86 vs. the industry median of 4.23, 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 Return-on-Tangible-Asset for an Asset Management company?
The median Return-on-Tangible-Asset among Asset Management companies is 4.23, based on 1,637 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Asset significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. EPE Special Opportunities's current Return-on-Tangible-Asset of 28.77% is 580.1% 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 Return-on-Tangible-Asset mean?
A high Return-on-Tangible-Asset can signal that a stock is expensive relative to its fundamentals. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on EPE Special Opportunities and its competitors. For the Asset Management industry, the median Return-on-Tangible-Asset is 4.23 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. EPE Special Opportunities's current Return-on-Tangible-Asset is 28.77%, which is 1447% above median its own 10-year median of 1.86. 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 Return-on-Tangible-Asset of 28.77%. The current Return-on-Tangible-Asset is 28.77%, which is 1447% above median its 10-year median of 1.86 and 580.1% above the Asset Management industry median of 4.23. EPE Special Opportunities' overall GF Score™ is 38/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Asset calculated?
Return-on-Tangible-Asset is calculated from a company's financial statements. For EPE Special Opportunities (LSE:ESO), the current Return-on-Tangible-Asset is 28.77% 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.
38GF Score

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Return-on-Tangible-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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