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. AVI Global Trust's annualized net income for the quarter that ended in Mar. 2026 was £-125.21 Mil. AVI Global Trust's average shareholder tangible equity for the quarter that ended in Mar. 2026 was £1,094.95 Mil. Therefore, AVI Global Trust's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was -11.44%.
The historical rank and industry rank for AVI Global Trust's Return-on-Tangible-Equity or its related term are showing as below:
CHIX:AGTl'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -10.56 Med: 11.98 Max: 29.71
Current: 4.9
During the past 13 years, AVI Global Trust's highest Return-on-Tangible-Equity was 29.71%. The lowest was -10.56%. And the median was 11.98%.
CHIX:AGTl's Return-on-Tangible-Equity is ranked worse than 58.74% of 1590
companies
in the Asset Management industry
Industry Median: 7.12
vs CHIX:AGTl: 4.90
AVI Global Trust (CHIX:AGTl) 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.
AVI Global Trust Return-on-Tangible-Equity Related Terms
AVI Global Trust Return-on-Tangible-Equity Historical Data
* Premium members only.
The historical data trend for AVI Global Trust'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.
CHIX:AGTL vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, AVI Global 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.
AVI Global Trust Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, AVI Global Trust's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where AVI Global 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 two times the semi-annual (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 -11.44% mean?
AVI Global Trust (CHIX:AGTL) has a Return-on-Tangible-Equity of -11.44% 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 AVI Global Trust and its competitors. According to the industry distribution chart, AVI Global Trust ranks #934 out of 1590 companies in the Asset Management industry, placing it in the top 58.7%.
Is AVI Global Trust's Return-on-Tangible-Equity too high?
AVI Global Trust's current Return-on-Tangible-Equity is -11.44%. Based on the distribution chart, AVI Global Trust ranks #934 out of 1590 companies in the Asset Management industry, which is below the industry midpoint. Overall, AVI Global Trust has a GF Score™ of 49/100, reflecting its overall financial health beyond just this single metric.
How does AVI Global Trust's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, AVI Global Trust ranks #934 out of 1590 companies for Return-on-Tangible-Equity. This places AVI Global Trust in the lower half of its industry. The industry median Return-on-Tangible-Equity is 7.12. 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 7.12, based on 1,590 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. 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 AVI Global Trust and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.12 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AVI Global Trust's current Return-on-Tangible-Equity is -11.44%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AVI Global Trust stock overvalued right now?
AVI Global Trust (CHIX:AGTL) has a current Return-on-Tangible-Equity of -11.44%. The stock's GF Value™ is £0.99, compared to a current price of £2.37 — trading 139.4% above its estimated fair value. The current Return-on-Tangible-Equity is -11.44%. AVI Global Trust's overall GF Score™ is 49/100 with 5 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 AVI Global Trust (CHIX:AGTL), the current Return-on-Tangible-Equity is -11.44% 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 AVI Global Trust (CHIX:AGTL) Overvalued in 2026?
Based on GuruFocus' analysis, AVI Global Trust stock appears to be overvalued.
The current stock price of £2.37 is trading 139.4% above its estimated GF Value™ of £0.99.
Key valuation signals for CHIX:AGTL:
Return-on-Tangible-Equity: -11.44%
GF Value™: £0.99 vs. price of £2.37 (139.4% above fair value)
No single metric tells the full story. See the CHIX:AGTL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
AVI Global Trust PLC is a closed-end investment trust. Its investment objective is to achieve capital growth through a portfolio of investments, particularly in companies whose shares stand at a discount to estimated underlying net asset value. The company invests in companies listed on stock exchanges in the UK and/or overseas, which includes investment holding companies, investment trusts, and other companies.
49GF Score
Get the complete analysis for CHIX:AGTL
Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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