BlackRock Energy and Resourcesome Trust (LSE:BERI) Return-on-Tangible-Equity: 61.72% (As of Nov. 2025) — 387% Above Median


LSE:BERI BlackRock Energy and Resources Income Trust PLC LSE:BERI
41 GF Score
Price £1.73
! 3 Warning Signs
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What is BlackRock Energy and Resourcesome Trust Return-on-Tangible-Equity?

BlackRock Energy and Resourcesome Trust LSE:BERI +0.29% 41 Return-on-Tangible-Equity is 61.72% as of Nov. 2025, which is 387% above its 10-year median of 12.68. GuruFocus rates LSE:BERI with a GF Score™ of 41/100. The stock has 3 warning signs investors should review. Among 1,591 Asset Management companies, BlackRock Energy and Resourcesome Trust ranks better than 77.94% 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. BlackRock Energy and Resourcesome Trust's annualized net income for the quarter that ended in Nov. 2025 was £100.35 Mil. BlackRock Energy and Resourcesome Trust's average shareholder tangible equity for the quarter that ended in Nov. 2025 was £162.57 Mil. Therefore, BlackRock Energy and Resourcesome Trust's annualized Return-on-Tangible-Equity for the quarter that ended in Nov. 2025 was 61.72%.

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

LSE:BERI' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -13.1   Med: 12.68   Max: 40.73
Current: 20.33

During the past 13 years, BlackRock Energy and Resourcesome Trust's highest Return-on-Tangible-Equity was 40.73%. The lowest was -13.10%. And the median was 12.68%.

LSE:BERI's Return-on-Tangible-Equity is ranked better than
77.94% of 1591 companies
in the Asset Management industry
Industry Median: 7.21 vs LSE:BERI: 20.33

BlackRock Energy and Resourcesome Trust  (LSE:BERI) 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.


BlackRock Energy and Resourcesome Trust Return-on-Tangible-Equity Related Terms


BlackRock Energy and Resourcesome Trust Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for BlackRock Energy and Resourcesome 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.

BlackRock Energy and Resourcesome Trust Return-on-Tangible-Equity Chart

BlackRock Energy and Resourcesome Trust Annual Data
Trend Nov16 Nov17 Nov18 Nov19 Nov20 Nov21 Nov22 Nov23 Nov24 Nov25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 29.14 35.99 -13.10 13.29 19.06

BlackRock Energy and Resourcesome Trust Semi-Annual Data
May16 Nov16 May17 Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24 May25 Nov25
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 4.46 24.44 1.73 -21.70 61.72

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

For the Asset Management subindustry, BlackRock Energy and Resourcesome 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.


BlackRock Energy and Resourcesome Trust Return-on-Tangible-Equity vs Asset Management Industry

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

* The bar in red indicates where BlackRock Energy and Resourcesome Trust's Return-on-Tangible-Equity falls into.


LSE:BERI
41GF Score
BlackRock Energy and Resources Income Trust PLC LSE:BERI
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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BlackRock Energy and Resourcesome Trust Return-on-Tangible-Equity Calculation

BlackRock Energy and Resourcesome Trust's annualized Return-on-Tangible-Equity for the fiscal year that ended in Nov. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Nov. 2025 )  (A: Nov. 2024 )(A: Nov. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Nov. 2025 )  (A: Nov. 2024 )(A: Nov. 2025 )
=33.371/( (167.327+182.814 )/ 2 )
=33.371/175.0705
=19.06 %

BlackRock Energy and Resourcesome Trust's annualized Return-on-Tangible-Equity for the quarter that ended in Nov. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Nov. 2025 )  (Q: May. 2025 )(Q: Nov. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Nov. 2025 )  (Q: May. 2025 )(Q: Nov. 2025 )
=100.346/( (142.334+182.814)/ 2 )
=100.346/162.574
=61.72 %

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

What does a Return-on-Tangible-Equity of 61.72% mean?
BlackRock Energy and Resourcesome Trust (LSE:BERI) has a Return-on-Tangible-Equity of 61.72% as of Nov. 2025. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on BlackRock Energy and Resourcesome Trust and its competitors. This is 387% above median its historical median of 12.68. According to the industry distribution chart, BlackRock Energy and Resourcesome Trust ranks #351 out of 1591 companies in the Asset Management industry, placing it in the top 22.1%.
Is BlackRock Energy and Resourcesome Trust's Return-on-Tangible-Equity too high?
BlackRock Energy and Resourcesome Trust's current Return-on-Tangible-Equity of 61.72% is 387% above median its 10-year median of 12.68. The Asset Management industry median Return-on-Tangible-Equity is 7.21. BlackRock Energy and Resourcesome Trust's value of 61.72% is 756% above this industry median. Based on the distribution chart, BlackRock Energy and Resourcesome Trust ranks #351 out of 1591 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, BlackRock Energy and Resourcesome Trust has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does BlackRock Energy and Resourcesome Trust's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, BlackRock Energy and Resourcesome Trust ranks #351 out of 1591 companies for Return-on-Tangible-Equity. This places BlackRock Energy and Resourcesome Trust in the top 22% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.21. BlackRock Energy and Resourcesome Trust's value of 61.72% is 756% above this benchmark. While the company's 10-year median is 12.68 vs. the industry median of 7.21, BlackRock Energy and Resourcesome 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. BlackRock Energy and Resourcesome Trust's current Return-on-Tangible-Equity of 61.72% is 756% 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 BlackRock Energy and Resourcesome 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. BlackRock Energy and Resourcesome Trust's current Return-on-Tangible-Equity is 61.72%, which is 387% above median its own 10-year median of 12.68. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is BlackRock Energy and Resourcesome Trust stock overvalued right now?
BlackRock Energy and Resourcesome Trust (LSE:BERI) has a current Return-on-Tangible-Equity of 61.72%. The current Return-on-Tangible-Equity is 61.72%, which is 387% above median its 10-year median of 12.68 and 756% above the Asset Management industry median of 7.21. BlackRock Energy and Resourcesome Trust's overall GF Score™ is 41/100 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 BlackRock Energy and Resourcesome Trust (LSE:BERI), the current Return-on-Tangible-Equity is 61.72% as of Nov. 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.

BlackRock Energy and Resourcesome Trust Business Description

Address 12 Throgmorton Avenue, London, GBR, EC2N 2DL
BlackRock Energy and Resources Income Trust PLC is a UK-based investment trust company. The company's objectives are to achieve an annual dividend target and, over the long term, capital growth by investing in securities of companies operating in the mining and energy sectors. It seeks to achieve its objectives through a focused portfolio consisting of approximately thirty to one hundred and fifty securities. The company operates a flexible gearing policy that depends on prevailing market conditions.
41GF 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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