Platoome Maximiser (ASX:PL8) Return-on-Tangible-Equity: 6.63% (As of Dec. 2025) — 26% Below Median


ASX:PL8 Plato Income Maximiser Ltd ASX:PL8
62 GF Score
Price A$1.37
GF Value A$1.32
Valuation Fairly Valued
! 3 Warning Signs
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What is Platoome Maximiser Return-on-Tangible-Equity?

Platoome Maximiser ASX:PL8 -0.72% 62 Return-on-Tangible-Equity is 6.63% as of Dec. 2025, which is 26% below its 10-year median of 8.94. GuruFocus rates ASX:PL8 with a GF Score™ of 62/100 and a GF Value™ of A$1.32 (Fairly Valued). The stock has 3 warning signs investors should review. Among 1,588 Asset Management companies, Platoome Maximiser ranks better than 55.54% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Platoome Maximiser's annualized net income for the quarter that ended in Dec. 2025 was A$56.88 Mil. Platoome Maximiser's average shareholder tangible equity for the quarter that ended in Dec. 2025 was A$858.37 Mil. Therefore, Platoome Maximiser's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2025 was 6.63%.

The historical rank and industry rank for Platoome Maximiser's Return-on-Tangible-Equity or its related term are showing as below:

ASX:PL8' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -2.42   Med: 8.94   Max: 15.92
Current: 8.49

During the past 8 years, Platoome Maximiser's highest Return-on-Tangible-Equity was 15.92%. The lowest was -2.42%. And the median was 8.94%.

ASX:PL8's Return-on-Tangible-Equity is ranked better than
55.54% of 1588 companies
in the Asset Management industry
Industry Median: 7.165 vs ASX:PL8: 8.49

Platoome Maximiser  (ASX:PL8) Return-on-Tangible-Equity Explanation

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.


Platoome Maximiser Return-on-Tangible-Equity Related Terms


Platoome Maximiser Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Platoome Maximiser's Return-on-Tangible-Equity 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.

Platoome Maximiser Return-on-Tangible-Equity Chart

Platoome Maximiser Annual Data
Trend Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Return-on-Tangible-Equity
Get a 7-Day Free Trial 15.92 -2.42 9.11 8.77 9.96

Platoome Maximiser Semi-Annual Data
Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Return-on-Tangible-Equity 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 10.54 6.42 9.57 10.36 6.63

ASX:PL8 vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison

For the Asset Management subindustry, Platoome Maximiser'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.


Platoome Maximiser Return-on-Tangible-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Platoome Maximiser's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Platoome Maximiser's Return-on-Tangible-Equity falls into.


ASX:PL8
62GF Score
Plato Income Maximiser Ltd ASX:PL8
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Platoome Maximiser Return-on-Tangible-Equity Calculation

Platoome Maximiser's annualized Return-on-Tangible-Equity for the fiscal year that ended in Jun. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=83.577/( (822.332+856.498 )/ 2 )
=83.577/839.415
=9.96 %

Platoome Maximiser's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=56.88/( (856.498+860.233)/ 2 )
=56.88/858.3655
=6.63 %

* 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 two times the semi-annual (Dec. 2025) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 6.63% mean?
Platoome Maximiser (ASX:PL8) has a Return-on-Tangible-Equity of 6.63% as of Dec. 2025. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Platoome Maximiser and its competitors. This is 26% below median its historical median of 8.94. According to the industry distribution chart, Platoome Maximiser ranks #706 out of 1588 companies in the Asset Management industry, placing it in the top 44.5%.
Is Platoome Maximiser's Return-on-Tangible-Equity too high?
Platoome Maximiser's current Return-on-Tangible-Equity of 6.63% is 26% below median its 10-year median of 8.94. The Asset Management industry median Return-on-Tangible-Equity is 7.17. Platoome Maximiser's value of 6.63% is 7.5% below this industry median. Based on the distribution chart, Platoome Maximiser ranks #706 out of 1588 companies in the Asset Management industry, which is above the industry midpoint. Overall, Platoome Maximiser has a GF Score™ of 62/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Platoome Maximiser's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Platoome Maximiser ranks #706 out of 1588 companies for Return-on-Tangible-Equity. This puts Platoome Maximiser in the upper half of its industry. The industry median Return-on-Tangible-Equity is 7.17. Platoome Maximiser's value of 6.63% is 7.5% below this benchmark. While the company's 10-year median is 8.94 vs. the industry median of 7.17, Platoome Maximiser 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 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. Platoome Maximiser's current Return-on-Tangible-Equity of 6.63% is 7.5% 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 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 Platoome Maximiser 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. Platoome Maximiser's current Return-on-Tangible-Equity is 6.63%, which is 26% below median its own 10-year median of 8.94. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Platoome Maximiser stock overvalued right now?
Based on GuruFocus' analysis, Platoome Maximiser (ASX:PL8) is currently considered Fairly Valued. The stock's GF Value™ is A$1.32, compared to a current price of A$1.37 — trading 3.8% above its estimated fair value. The current Return-on-Tangible-Equity is 6.63%, which is 26% below median its 10-year median of 8.94 and 7.5% below the Asset Management industry median of 7.17. Platoome Maximiser's overall GF Score™ is 62/100 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-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Platoome Maximiser (ASX:PL8), the current Return-on-Tangible-Equity is 6.63% as of Dec. 2025. 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 Platoome Maximiser (ASX:PL8) Overvalued in 2026?

Based on GuruFocus' analysis, Platoome Maximiser stock appears to be overvalued. The current stock price of A$1.37 is trading 3.8% above its estimated GF Value™ of A$1.32. GuruFocus considers Platoome Maximiser to be Fairly Valued.

Key valuation signals for ASX:PL8:

  • Return-on-Tangible-Equity: 6.63% (26% below median its 10-year median of 8.94)
  • GF Value™: A$1.32 vs. price of A$1.37 (3.8% above fair value)
  • GF Score™: 62/100 with 3 warning signs
  • Industry Position: 7.5% below the Asset Management median (#706 of 1588)

No single metric tells the full story. See the ASX:PL8 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Platoome Maximiser Business Description

Address 264 George Street, Level 25, Sydney, NSW, AUS, 2000
Plato Income Maximiser Ltd is an asset management company. The investment objectives of the company are to generate annual income that exceeds the gross income of the Benchmark and to outperform the Benchmark in total return terms including franking credits over each full investment cycle. All of the company's activities are located in one geographical segment being Australia.
62GF Score

Get the complete analysis for ASX:PL8

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

A$1.37
Price
A$1.32
GF Value