Franklin Global Trust (CHIX:FRGTL) Return-on-Tangible-Equity: -9.96% (As of Jul. 2025)


CHIX:FRGTL Franklin Global Trust PLC CHIX:FRGTL
42 GF Score
Price £3.56
! 3 Warning Signs
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What is Franklin Global Trust Return-on-Tangible-Equity?

Franklin Global Trust CHIX:FRGTL 42 Return-on-Tangible-Equity is -9.96% as of Jul. 2025. GuruFocus rates CHIX:FRGTL with a GF Score™ of 42/100. The stock has 3 warning signs investors should review.

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. Franklin Global Trust's annualized net income for the quarter that ended in Jul. 2025 was £-21.40 Mil. Franklin Global Trust's average shareholder tangible equity for the quarter that ended in Jul. 2025 was £214.87 Mil. Therefore, Franklin Global Trust's annualized Return-on-Tangible-Equity for the quarter that ended in Jul. 2025 was -9.96%.

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

CHIX:FRGTl' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -10.52   Med: 8.71   Max: 25.7
Current: -2.1

During the past 13 years, Franklin Global Trust's highest Return-on-Tangible-Equity was 25.70%. The lowest was -10.52%. And the median was 8.71%.

CHIX:FRGTl's Return-on-Tangible-Equity is not ranked
in the Asset Management industry.
Industry Median: 7.12 vs CHIX:FRGTl: -2.10

Franklin Global Trust  (CHIX:FRGTl) 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.


Franklin Global Trust Return-on-Tangible-Equity Related Terms


Franklin Global Trust Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Franklin 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.

Franklin Global Trust Return-on-Tangible-Equity Chart

Franklin Global Trust Annual Data
Trend Jan16 Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 17.73 2.53 -10.52 10.30 7.12

Franklin Global Trust Semi-Annual Data
Jan16 Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25
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 Premium Member Only Premium Member Only 16.84 3.36 9.07 4.96 -9.96

CHIX:FRGTL vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison

For the Asset Management subindustry, Franklin 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.


Franklin Global Trust Return-on-Tangible-Equity vs Asset Management Industry

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

* The bar in red indicates where Franklin Global Trust's Return-on-Tangible-Equity falls into.


CHIX:FRGTL
42GF Score
Franklin Global Trust PLC CHIX:FRGTL
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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Franklin Global Trust Return-on-Tangible-Equity Calculation

Franklin Global Trust's annualized Return-on-Tangible-Equity for the fiscal year that ended in Jan. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Jan. 2025 )  (A: Jan. 2024 )(A: Jan. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Jan. 2025 )  (A: Jan. 2024 )(A: Jan. 2025 )
=17.417/( (256.777+232.226 )/ 2 )
=17.417/244.5015
=7.12 %

Franklin Global Trust's annualized Return-on-Tangible-Equity for the quarter that ended in Jul. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Jul. 2025 )  (Q: Jan. 2025 )(Q: Jul. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Jul. 2025 )  (Q: Jan. 2025 )(Q: Jul. 2025 )
=-21.4/( (232.226+197.515)/ 2 )
=-21.4/214.8705
=-9.96 %

* 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 (Jul. 2025) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of -9.96% mean?
Franklin Global Trust (CHIX:FRGTL) has a Return-on-Tangible-Equity of -9.96% as of Jul. 2025. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Franklin Global Trust and its competitors.
Is Franklin Global Trust's Return-on-Tangible-Equity too high?
Franklin Global Trust's current Return-on-Tangible-Equity is -9.96%. Overall, Franklin Global Trust has a GF Score™ of 42/100, reflecting its overall financial health beyond just this single metric.
How does Franklin Global Trust's Return-on-Tangible-Equity compare to BLK and BX?
Franklin Global Trust's Return-on-Tangible-Equity of -9.96% can be compared against companies in the Asset Management 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 Franklin 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. Franklin Global Trust's current Return-on-Tangible-Equity is -9.96%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Franklin Global Trust stock overvalued right now?
Franklin Global Trust (CHIX:FRGTL) has a current Return-on-Tangible-Equity of -9.96%. The current Return-on-Tangible-Equity is -9.96%. Franklin Global Trust's overall GF Score™ is 42/100 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 Franklin Global Trust (CHIX:FRGTL), the current Return-on-Tangible-Equity is -9.96% as of Jul. 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.

Franklin Global Trust Business Description

Address 5 Morrison Street, Edinburgh, GBR, EH3 8BH
Franklin Global Trust PLC is a United Kingdom-based investment trust company. Its investment objective is to achieve long-term returns over the total return from the MSCI All Country World Index.
42GF Score

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

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