Jupiter Fund ManagementJFHHF 59 Return-on-Tangible-Equity is 42.70% as of Dec. 2025, which is 1% below its 10-year median of 43.32. GuruFocus rates JFHHF with a GF Scoreâ„¢ of 59/100 and a GF Valueâ„¢ of $1.33. The stock has 9 warning signs investors should review. Among 1,589 Asset Management companies, Jupiter Fund Management ranks better than 85.34% 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. Jupiter Fund Management's annualized net income for the quarter that ended in Dec. 2025 was $211.2 Mil. Jupiter Fund Management's average shareholder tangible equity for the quarter that ended in Dec. 2025 was $494.7 Mil. Therefore, Jupiter Fund Management's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2025 was 42.70%.
The historical rank and industry rank for Jupiter Fund Management's Return-on-Tangible-Equity or its related term are showing as below:
JFHHF'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -5.01 Med: 43.32 Max: 57.21
Current: 28.37
During the past 13 years, Jupiter Fund Management's highest Return-on-Tangible-Equity was 57.21%. The lowest was -5.01%. And the median was 43.32%.
JFHHF's Return-on-Tangible-Equity is ranked better than 85.34% of 1589
companies
in the Asset Management industry
Industry Median: 7.18
vs JFHHF: 28.37
Jupiter Fund Management (OTCPK:JFHHF) 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.
Jupiter Fund Management Return-on-Tangible-Equity Related Terms
Jupiter Fund Management Return-on-Tangible-Equity Historical Data
* Premium members only.
The historical data trend for Jupiter Fund Management'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.
Jupiter Fund Management Return-on-Tangible-Equity Chart
JFHHF vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, Jupiter Fund Management'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.
Jupiter Fund Management Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Jupiter Fund Management's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Jupiter Fund Management'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 (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 42.70% mean?
Jupiter Fund Management (JFHHF) has a Return-on-Tangible-Equity of 42.70% 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 Jupiter Fund Management and its competitors. This is near median its historical median of 43.32. According to the industry distribution chart, Jupiter Fund Management ranks #233 out of 1589 companies in the Asset Management industry, placing it in the top 14.7%.
Is Jupiter Fund Management's Return-on-Tangible-Equity too high?
Jupiter Fund Management's current Return-on-Tangible-Equity of 42.70% is near median its 10-year median of 43.32. The Asset Management industry median Return-on-Tangible-Equity is 7.18. Jupiter Fund Management's value of 42.70% is 494.7% above this industry median. Based on the distribution chart, Jupiter Fund Management ranks #233 out of 1589 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Jupiter Fund Management has a GF Score™ of 59/100, reflecting its overall financial health beyond just this single metric.
How does Jupiter Fund Management's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Jupiter Fund Management ranks #233 out of 1589 companies for Return-on-Tangible-Equity. This places Jupiter Fund Management in the top 15% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.18. Jupiter Fund Management's value of 42.70% is 494.7% above this benchmark. While the company's 10-year median is 43.32 vs. the industry median of 7.18, Jupiter Fund Management 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 7.18, based on 1,589 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. Jupiter Fund Management's current Return-on-Tangible-Equity of 42.70% is 494.7% 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 Jupiter Fund Management and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.18 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jupiter Fund Management's current Return-on-Tangible-Equity is 42.70%, which is near median its own 10-year median of 43.32. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jupiter Fund Management stock overvalued right now?
Jupiter Fund Management (JFHHF) has a current Return-on-Tangible-Equity of 42.70%. The stock's GF Value™ is $1.33, compared to a current price of $2.61 — trading 96.2% above its estimated fair value. The current Return-on-Tangible-Equity is 42.70%, which is near median its 10-year median of 43.32 and 494.7% above the Asset Management industry median of 7.18. Jupiter Fund Management's overall GF Score™ is 59/100 with 9 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 Jupiter Fund Management (JFHHF), the current Return-on-Tangible-Equity is 42.70% 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 Jupiter Fund Management (JFHHF) Overvalued in 2026?
Based on GuruFocus' analysis, Jupiter Fund Management stock appears to be overvalued.
The current stock price of $2.61 is trading 96.2% above its estimated GF Value™ of $1.33.
Key valuation signals for JFHHF:
Return-on-Tangible-Equity: 42.70% (near median its 10-year median of 43.32)
GF Value™: $1.33 vs. price of $2.61 (96.2% above fair value)
Industry Position: 494.7% above the Asset Management median (#233 of 1589)
No single metric tells the full story. See the JFHHF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Jupiter Fund Management PLC is a provider of mutual funds with operations mostly in the United Kingdom. The company also distributes its products through financial centers in Europe and Asia, either in house or through agency relationships. It has increasingly focused on offering high-performance, outcome-oriented active strategies to drive organic growth. It measures performance by monitoring its percentage of assets under management above the median over three years. The Group operates principally in the United Kingdom with international operating subsidiaries in Ireland, Hong Kong, Singapore, the United States, Switzerland and Luxembourg, which has branches across Europe.
59GF Score
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