Alliance Witan (LSE:ALW) Return-on-Tangible-Equity: 10.45% (As of Dec. 2025) — 23% Below Median


LSE:ALW Alliance Witan PLC LSE:ALW
46 GF Score
Price £13.29
GF Value £4.30
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Alliance Witan Return-on-Tangible-Equity?

Alliance Witan LSE:ALW -1.12% 46 Return-on-Tangible-Equity is 10.45% as of Dec. 2025, which is 23% below its 10-year median of 13.62. GuruFocus rates LSE:ALW with a GF Score™ of 46/100 and a GF Value™ of £4.30 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 1,589 Asset Management companies, Alliance Witan ranks worse than 60.23% 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. Alliance Witan's annualized net income for the quarter that ended in Dec. 2025 was £531.7 Mil. Alliance Witan's average shareholder tangible equity for the quarter that ended in Dec. 2025 was £5,090.2 Mil. Therefore, Alliance Witan's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2025 was 10.45%.

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

LSE:ALW' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -7.76   Med: 13.62   Max: 20.75
Current: 4.37

During the past 13 years, Alliance Witan's highest Return-on-Tangible-Equity was 20.75%. The lowest was -7.76%. And the median was 13.62%.

LSE:ALW's Return-on-Tangible-Equity is ranked worse than
60.23% of 1589 companies
in the Asset Management industry
Industry Median: 7.18 vs LSE:ALW: 4.37

Alliance Witan  (LSE:ALW) 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.


Alliance Witan Return-on-Tangible-Equity Related Terms


Alliance Witan Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Alliance Witan'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.

Alliance Witan Return-on-Tangible-Equity Chart

Alliance Witan Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 16.98 -7.76 19.25 11.47 4.34

Alliance Witan Semi-Annual Data
Jun16 Dec16 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 Premium Member Only Premium Member Only 17.69 18.25 7.92 -1.61 10.45

LSE:ALW vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison

For the Asset Management subindustry, Alliance Witan'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.


Alliance Witan Return-on-Tangible-Equity vs Asset Management Industry

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

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


LSE:ALW
46GF Score
Alliance Witan PLC LSE:ALW
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Alliance Witan Return-on-Tangible-Equity Calculation

Alliance Witan's annualized Return-on-Tangible-Equity for the fiscal year that ended in Dec. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=224.464/( (5221.953+5112.743 )/ 2 )
=224.464/5167.348
=4.34 %

Alliance Witan'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 )
=531.686/( (5067.564+5112.743)/ 2 )
=531.686/5090.1535
=10.45 %

* 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 10.45% mean?
Alliance Witan (LSE:ALW) has a Return-on-Tangible-Equity of 10.45% 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 Alliance Witan and its competitors. This is 23% below median its historical median of 13.62. According to the industry distribution chart, Alliance Witan ranks #957 out of 1589 companies in the Asset Management industry, placing it in the top 60.2%.
Is Alliance Witan's Return-on-Tangible-Equity too high?
Alliance Witan's current Return-on-Tangible-Equity of 10.45% is 23% below median its 10-year median of 13.62. The Asset Management industry median Return-on-Tangible-Equity is 7.18. Alliance Witan's value of 10.45% is 45.5% above this industry median. Based on the distribution chart, Alliance Witan ranks #957 out of 1589 companies in the Asset Management industry, which is below the industry midpoint. Overall, Alliance Witan has a GF Score™ of 46/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Alliance Witan's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Alliance Witan ranks #957 out of 1589 companies for Return-on-Tangible-Equity. This places Alliance Witan in the lower half of its industry. The industry median Return-on-Tangible-Equity is 7.18. Alliance Witan's value of 10.45% is 45.5% above this benchmark. While the company's 10-year median is 13.62 vs. the industry median of 7.18, Alliance Witan 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. Alliance Witan's current Return-on-Tangible-Equity of 10.45% is 45.5% 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 Alliance Witan 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. Alliance Witan's current Return-on-Tangible-Equity is 10.45%, which is 23% below median its own 10-year median of 13.62. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alliance Witan stock overvalued right now?
Based on GuruFocus' analysis, Alliance Witan (LSE:ALW) is currently considered Significantly Overvalued. The stock's GF Value™ is £4.30, compared to a current price of £13.29 — trading 209.1% above its estimated fair value. The current Return-on-Tangible-Equity is 10.45%, which is 23% below median its 10-year median of 13.62 and 45.5% above the Asset Management industry median of 7.18. Alliance Witan's overall GF Score™ is 46/100 with 7 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 Alliance Witan (LSE:ALW), the current Return-on-Tangible-Equity is 10.45% 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 Alliance Witan (LSE:ALW) Overvalued in 2026?

Based on GuruFocus' analysis, Alliance Witan stock appears to be overvalued. The current stock price of £13.29 is trading 209.1% above its estimated GF Value™ of £4.30. GuruFocus considers Alliance Witan to be Significantly Overvalued.

Key valuation signals for LSE:ALW:

  • Return-on-Tangible-Equity: 10.45% (23% below median its 10-year median of 13.62)
  • GF Value™: £4.30 vs. price of £13.29 (209.1% above fair value)
  • GF Score™: 46/100 with 7 warning signs
  • Industry Position: 45.5% above the Asset Management median (#957 of 1589)

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


Alliance Witan Business Description

Address 5 West Victoria Dock Road, River Court, Dundee, GBR, DD1 3JT
Alliance Witan PLC is an investment management company. The company helps investors to seek opportunities for returns by managing risk. The company aims to be an equity holding for investors that delivers a real return over the long term through a combination of capital growth and a rising dividend. The Company invests in world-wide equities across a wide range of different sectors and industries to achieve its objective.
46GF Score

Get the complete analysis for LSE:ALW

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

£13.29
Price
£4.30
GF Value