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Barings Emerging EMEA Opportunities (LSE:BEMO) Return-on-Tangible-Equity : 5.13% (As of Sep. 2023)


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What is Barings Emerging EMEA Opportunities Return-on-Tangible-Equity?

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. Barings Emerging EMEA Opportunities's annualized net income for the quarter that ended in Sep. 2023 was £3.71 Mil. Barings Emerging EMEA Opportunities's average shareholder tangible equity for the quarter that ended in Sep. 2023 was £72.31 Mil. Therefore, Barings Emerging EMEA Opportunities's annualized Return-on-Tangible-Equity for the quarter that ended in Sep. 2023 was 5.13%.

The historical rank and industry rank for Barings Emerging EMEA Opportunities's Return-on-Tangible-Equity or its related term are showing as below:

LSE:BEMO' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -35.14   Med: -1.49   Max: 32.69
Current: 0.23

During the past 13 years, Barings Emerging EMEA Opportunities's highest Return-on-Tangible-Equity was 32.69%. The lowest was -35.14%. And the median was -1.49%.

LSE:BEMO's Return-on-Tangible-Equity is ranked worse than
70.59% of 1673 companies
in the Asset Management industry
Industry Median: 5.23 vs LSE:BEMO: 0.23

Barings Emerging EMEA Opportunities Return-on-Tangible-Equity Historical Data

The historical data trend for Barings Emerging EMEA Opportunities'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.

* Premium members only.

Barings Emerging EMEA Opportunities Return-on-Tangible-Equity Chart

Barings Emerging EMEA Opportunities Annual Data
Trend Sep14 Sep15 Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 15.38 -24.92 30.98 -35.14 0.23

Barings Emerging EMEA Opportunities Semi-Annual Data
Mar14 Sep14 Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23
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 20.94 -50.19 -20.44 -4.59 5.13

Competitive Comparison of Barings Emerging EMEA Opportunities's Return-on-Tangible-Equity

For the Asset Management subindustry, Barings Emerging EMEA Opportunities'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.


Barings Emerging EMEA Opportunities's Return-on-Tangible-Equity Distribution in the Asset Management Industry

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

* The bar in red indicates where Barings Emerging EMEA Opportunities's Return-on-Tangible-Equity falls into.



Barings Emerging EMEA Opportunities Return-on-Tangible-Equity Calculation

Barings Emerging EMEA Opportunities's annualized Return-on-Tangible-Equity for the fiscal year that ended in Sep. 2023 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Sep. 2023 )  (A: Sep. 2022 )(A: Sep. 2023 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Sep. 2023 )  (A: Sep. 2022 )(A: Sep. 2023 )
=0.169/( (75.408+72.862 )/ 2 )
=0.169/74.135
=0.23 %

Barings Emerging EMEA Opportunities's annualized Return-on-Tangible-Equity for the quarter that ended in Sep. 2023 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Sep. 2023 )  (Q: Mar. 2023 )(Q: Sep. 2023 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Sep. 2023 )  (Q: Mar. 2023 )(Q: Sep. 2023 )
=3.712/( (71.767+72.862)/ 2 )
=3.712/72.3145
=5.13 %

* 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 (Sep. 2023) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.


Barings Emerging EMEA Opportunities  (LSE:BEMO) 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.


Barings Emerging EMEA Opportunities Return-on-Tangible-Equity Related Terms

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Barings Emerging EMEA Opportunities (LSE:BEMO) Business Description

Traded in Other Exchanges
Address
65 Gresham Street, 6th Floor, Exeter, GBR, EC2V 7NQ
Barings Emerging EMEA Opportunities PLC operates as an investment trust. Its investment objective is to deliver capital growth, principally through investment in emerging and frontier equity securities listed or traded on EMEA(Eastern European, Middle Eastern, and African) markets. Investments include public listed or traded equity securities including equity-related instruments such as preference shares, convertible securities, options, and warrants.

Barings Emerging EMEA Opportunities (LSE:BEMO) Headlines

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