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Aberdeen Equityome TrustLSE:AEI +0.90%50 Return-on-Tangible-Equity is 14.18% as of Mar. 2026, which is 291% above its 10-year median of 3.63. GuruFocus rates LSE:AEI with a GF Score™ of 50/100 and a GF Value™ of £8.08 (Possible Value Trap). The stock has 5 warning signs investors should review. Among 1,591 Asset Management companies, Aberdeen Equityome Trust ranks better than 79.57% 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. Aberdeen Equityome Trust's annualized net income for the quarter that ended in Mar. 2026 was £35.78 Mil. Aberdeen Equityome Trust's average shareholder tangible equity for the quarter that ended in Mar. 2026 was £252.34 Mil. Therefore, Aberdeen Equityome Trust's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was 14.18%.
The historical rank and industry rank for Aberdeen Equityome Trust's Return-on-Tangible-Equity or its related term are showing as below:
LSE:AEI'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -29.47 Med: 3.63 Max: 33.97
Current: 21.72
During the past 13 years, Aberdeen Equityome Trust's highest Return-on-Tangible-Equity was 33.97%. The lowest was -29.47%. And the median was 3.63%.
LSE:AEI's Return-on-Tangible-Equity is ranked better than 79.57% of 1591
companies
in the Asset Management industry
Industry Median: 7.21
vs LSE:AEI: 21.72
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.
Aberdeen Equityome Trust Return-on-Tangible-Equity Related Terms
Aberdeen Equityome Trust Return-on-Tangible-Equity Historical Data
* Premium members only.
The historical data trend for Aberdeen Equityome 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.
LSE:AEI vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, Aberdeen Equityome 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.
Aberdeen Equityome Trust Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Aberdeen Equityome Trust's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Aberdeen Equityome 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 14.18% mean?
Aberdeen Equityome Trust (LSE:AEI) has a Return-on-Tangible-Equity of 14.18% 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 Aberdeen Equityome Trust and its competitors. This is 291% above median its historical median of 3.63. According to the industry distribution chart, Aberdeen Equityome Trust ranks #325 out of 1591 companies in the Asset Management industry, placing it in the top 20.4%.
Is Aberdeen Equityome Trust's Return-on-Tangible-Equity too high?
Aberdeen Equityome Trust's current Return-on-Tangible-Equity of 14.18% is 291% above median its 10-year median of 3.63. The Asset Management industry median Return-on-Tangible-Equity is 7.21. Aberdeen Equityome Trust's value of 14.18% is 96.7% above this industry median. Based on the distribution chart, Aberdeen Equityome Trust ranks #325 out of 1591 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Aberdeen Equityome Trust has a GF Score™ of 50/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Aberdeen Equityome Trust's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Aberdeen Equityome Trust ranks #325 out of 1591 companies for Return-on-Tangible-Equity. This places Aberdeen Equityome Trust in the top 20% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.21. Aberdeen Equityome Trust's value of 14.18% is 96.7% above this benchmark. While the company's 10-year median is 3.63 vs. the industry median of 7.21, Aberdeen Equityome 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 7.21, based on 1,591 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. Aberdeen Equityome Trust's current Return-on-Tangible-Equity of 14.18% is 96.7% 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 Aberdeen Equityome Trust and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Aberdeen Equityome Trust's current Return-on-Tangible-Equity is 14.18%, which is 291% above median its own 10-year median of 3.63. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Aberdeen Equityome Trust stock overvalued right now?
Based on GuruFocus' analysis, Aberdeen Equityome Trust (LSE:AEI) is currently considered Possible Value Trap. The stock's GF Value™ is £8.08, compared to a current price of £4.48 — trading 44.6% below its estimated fair value. The current Return-on-Tangible-Equity is 14.18%, which is 291% above median its 10-year median of 3.63 and 96.7% above the Asset Management industry median of 7.21. Aberdeen Equityome Trust's overall GF Score™ is 50/100 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 Aberdeen Equityome Trust (LSE:AEI), the current Return-on-Tangible-Equity is 14.18% 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 Aberdeen Equityome Trust (LSE:AEI) Overvalued in 2026?
Based on GuruFocus' analysis, Aberdeen Equityome Trust stock appears to be undervalued.
The current stock price of £4.48 is trading 44.6% below its estimated GF Value™ of £8.08.
GuruFocus considers Aberdeen Equityome Trust to be Possible Value Trap.
Key valuation signals for LSE:AEI:
Return-on-Tangible-Equity: 14.18% (291% above median its 10-year median of 3.63)
GF Value™: £8.08 vs. price of £4.48 (44.6% below fair value)
Industry Position: 96.7% above the Asset Management median (#325 of 1591)
No single metric tells the full story. See the LSE:AEI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Aberdeen Equity Income Trust PLC is an investment trust company. Its investment objective is to provide shareholders with an above-average income from their equity investment and provide real growth in capital and income. Its investment portfolio comprises convertible preference shares, convertible loan stocks, gilts, and corporate bonds. The company's portfolio is diversified across various sectors such as Real Estate, Basic Materials, Industrials, Consumer Staples, Healthcare, Energy, Telecommunications, Consumer Discretionary, Utilities, Financials, and technology.
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