Alaris Equity Partnersome TrustADLRF -0.83%84 Return-on-Tangible-Equity is 14.26% as of Mar. 2026, which is 43% above its 10-year median of 9.97. GuruFocus rates ADLRF with a GF Score™ of 84/100 and a GF Value™ of $13.03 (Modestly Overvalued). The stock has 11 warning signs investors should review. Among 1,588 Asset Management companies, Alaris Equity Partnersome Trust ranks better than 58.94% on this metric.
The historical rank and industry rank for Alaris Equity Partnersome Trust's Return-on-Tangible-Equity or its related term are showing as below:
ADLRF'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 1.91 Med: 9.97 Max: 22.73
Current: 9.67
During the past 13 years, Alaris Equity Partnersome Trust's highest Return-on-Tangible-Equity was 22.73%. The lowest was 1.91%. And the median was 9.97%.
ADLRF's Return-on-Tangible-Equity is ranked better than 58.94% of 1588
companies
in the Asset Management industry
Industry Median: 7.165
vs ADLRF: 9.67
Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.
Be Aware
Net Income is used.
Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.
Alaris Equity Partnersome Trust Return-on-Tangible-Equity Related Terms
Alaris Equity Partnersome Trust Return-on-Tangible-Equity 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.
ADLRF vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, Alaris Equity Partnersome Trust's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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.
Alaris Equity Partnersome Trust Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Alaris Equity Partnersome Trust's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Alaris Equity Partnersome Trust's Return-on-Tangible-Equity 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.
In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is four times the quarterly (Mar. 2026) net income data.
Return-on-Tangible-Equity is displayed in the 10-year financial page.
What does a Return-on-Tangible-Equity of 14.26% mean?
Alaris Equity Partnersome Trust (ADLRF) has a Return-on-Tangible-Equity of 14.26% as of Mar. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Alaris Equity Partnersome Trust and its competitors. This is 43% above median its historical median of 9.97. Over the past decade, Alaris Equity Partnersome Trust's Return-on-Tangible-Equity has ranged from 1.91 to 22.73. According to the industry distribution chart, Alaris Equity Partnersome Trust ranks #652 out of 1588 companies in the Asset Management industry, placing it in the top 41.1%.
Is Alaris Equity Partnersome Trust's Return-on-Tangible-Equity too high?
Alaris Equity Partnersome Trust's current Return-on-Tangible-Equity of 14.26% is 43% above median its 10-year median of 9.97. Over the past 10 years, this metric has ranged from a low of 1.91 to a high of 22.73. The Asset Management industry median Return-on-Tangible-Equity is 7.17. Alaris Equity Partnersome Trust's value of 14.26% is 99% above this industry median. Based on the distribution chart, Alaris Equity Partnersome Trust ranks #652 out of 1588 companies in the Asset Management industry, which is above the industry midpoint. Overall, Alaris Equity Partnersome Trust has a GF Score™ of 84/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Alaris Equity Partnersome Trust's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Alaris Equity Partnersome Trust ranks #652 out of 1588 companies for Return-on-Tangible-Equity. This puts Alaris Equity Partnersome Trust in the upper half of its industry. The industry median Return-on-Tangible-Equity is 7.17. Alaris Equity Partnersome Trust's value of 14.26% is 99% above this benchmark. Historically, Alaris Equity Partnersome Trust's own Return-on-Tangible-Equity has ranged from 1.91 to 22.73 over the past decade. While the company's 10-year median is 9.97 vs. the industry median of 7.17, Alaris Equity Partnersome 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 Return-on-Tangible-Equity for an Asset Management company?
The median Return-on-Tangible-Equity among Asset Management companies is 7.17, based on 1,588 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Alaris Equity Partnersome Trust's current Return-on-Tangible-Equity of 14.26% is 99% 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-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Alaris Equity Partnersome Trust and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.17 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Alaris Equity Partnersome Trust's current Return-on-Tangible-Equity is 14.26%, which is 43% above median its own 10-year median of 9.97. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alaris Equity Partnersome Trust stock overvalued right now?
Based on GuruFocus' analysis, Alaris Equity Partnersome Trust (ADLRF) is currently considered Modestly Overvalued. The stock's GF Value™ is $13.03, compared to a current price of $16.70 — trading 28.2% above its estimated fair value. The current Return-on-Tangible-Equity is 14.26%, which is 43% above median its 10-year median of 9.97 and 99% above the Asset Management industry median of 7.17. Alaris Equity Partnersome Trust's overall GF Score™ is 84/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Alaris Equity Partnersome Trust (ADLRF), the current Return-on-Tangible-Equity is 14.26% 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 Alaris Equity Partnersome Trust (ADLRF) Overvalued in 2026?
Based on GuruFocus' analysis, Alaris Equity Partnersome Trust stock appears to be overvalued.
The current stock price of $16.70 is trading 28.2% above its estimated GF Value™ of $13.03.
GuruFocus considers Alaris Equity Partnersome Trust to be Modestly Overvalued.
Key valuation signals for ADLRF:
Return-on-Tangible-Equity: 14.26% (43% above median its 10-year median of 9.97)
GF Value™: $13.03 vs. price of $16.70 (28.2% above fair value)
Industry Position: 99% above the Asset Management median (#652 of 1588)
No single metric tells the full story. See the ADLRF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Alaris Equity Partnersome Trust Business Description
Alaris Equity Partners Income Trust is an open-ended trust. The Trust, through its subsidiaries, indirectly provides alternative financing to private companies (Partners) in exchange for distributions with the principal objective of generating stable and predictable cash flows for payment of distributions to unitholders of the Trust. Distributions from the Partners are adjusted each year based on the percentage change of a top-line financial performance measure, such as gross margin and same-store sales, and rank in priority to the owner's common equity position.
84GF Score
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