Baronsmead Venture Trust (LSE:BVT) Return-on-Tangible-Equity: -17.44% (As of Mar. 2026)


LSE:BVT Baronsmead Venture Trust PLC LSE:BVT
40 GF Score
Price £0.46
! 3 Warning Signs
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What is Baronsmead Venture Trust Return-on-Tangible-Equity?

Baronsmead Venture Trust LSE:BVT 40 Return-on-Tangible-Equity is -17.44% as of Mar. 2026. GuruFocus rates LSE:BVT with a GF Score™ of 40/100. The stock has 3 warning signs investors should review. Among 1,588 Asset Management companies, Baronsmead Venture Trust ranks worse than 77.83% 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. Baronsmead Venture Trust's annualized net income for the quarter that ended in Mar. 2026 was £-36.14 Mil. Baronsmead Venture Trust's average shareholder tangible equity for the quarter that ended in Mar. 2026 was £207.18 Mil. Therefore, Baronsmead Venture Trust's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was -17.44%.

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

LSE:BVT' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -21.21   Med: 3.85   Max: 23.76
Current: -0.5

During the past 13 years, Baronsmead Venture Trust's highest Return-on-Tangible-Equity was 23.76%. The lowest was -21.21%. And the median was 3.85%.

LSE:BVT's Return-on-Tangible-Equity is ranked worse than
77.83% of 1588 companies
in the Asset Management industry
Industry Median: 7.19 vs LSE:BVT: -0.50

Baronsmead Venture Trust  (LSE:BVT) 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.


Baronsmead Venture Trust Return-on-Tangible-Equity Related Terms


Baronsmead Venture Trust Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Baronsmead Venture 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.

Baronsmead Venture Trust Return-on-Tangible-Equity Chart

Baronsmead Venture Trust Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 23.76 -21.21 -2.65 6.53 1.50

Baronsmead Venture Trust Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
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 7.24 5.49 -13.58 16.56 -17.44

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

For the Asset Management subindustry, Baronsmead Venture 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.


Baronsmead Venture Trust Return-on-Tangible-Equity vs Asset Management Industry

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

* The bar in red indicates where Baronsmead Venture Trust's Return-on-Tangible-Equity falls into.


LSE:BVT
40GF Score
Baronsmead Venture Trust PLC LSE:BVT
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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Baronsmead Venture Trust Return-on-Tangible-Equity Calculation

Baronsmead Venture Trust's annualized Return-on-Tangible-Equity for the fiscal year that ended in Sep. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Sep. 2025 )  (A: Sep. 2024 )(A: Sep. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Sep. 2025 )  (A: Sep. 2024 )(A: Sep. 2025 )
=3.217/( (212.183+216.708 )/ 2 )
=3.217/214.4455
=1.50 %

Baronsmead Venture Trust's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Mar. 2026 )  (Q: Sep. 2025 )(Q: Mar. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Sep. 2025 )(Q: Mar. 2026 )
=-36.136/( (216.708+197.644)/ 2 )
=-36.136/207.176
=-17.44 %

* 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 -17.44% mean?
Baronsmead Venture Trust (LSE:BVT) has a Return-on-Tangible-Equity of -17.44% 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 Baronsmead Venture Trust and its competitors. According to the industry distribution chart, Baronsmead Venture Trust ranks #1236 out of 1588 companies in the Asset Management industry, placing it in the top 77.8%.
Is Baronsmead Venture Trust's Return-on-Tangible-Equity too high?
Baronsmead Venture Trust's current Return-on-Tangible-Equity is -17.44%. Based on the distribution chart, Baronsmead Venture Trust ranks #1236 out of 1588 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Baronsmead Venture Trust has a GF Score™ of 40/100, reflecting its overall financial health beyond just this single metric.
How does Baronsmead Venture Trust's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Baronsmead Venture Trust ranks #1236 out of 1588 companies for Return-on-Tangible-Equity. This places Baronsmead Venture Trust in the lower half of its industry. The industry median Return-on-Tangible-Equity is 7.19. 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 7.19, based on 1,588 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. 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 Baronsmead Venture Trust and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.19 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Baronsmead Venture Trust's current Return-on-Tangible-Equity is -17.44%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Baronsmead Venture Trust stock overvalued right now?
Baronsmead Venture Trust (LSE:BVT) has a current Return-on-Tangible-Equity of -17.44%. The current Return-on-Tangible-Equity is -17.44%. Baronsmead Venture Trust's overall GF Score™ is 40/100 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 Baronsmead Venture Trust (LSE:BVT), the current Return-on-Tangible-Equity is -17.44% 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.

Baronsmead Venture Trust Business Description

Address 5 New Street Square, London, GBR, EC4A 3TW
Baronsmead Venture Trust PLC is a UK-based investment company. Its objective is to achieve long-term positive investment returns for private investors, including tax-free dividends. The company focuses on investing in a diverse portfolio of UK growth businesses, whether unquoted or traded on the Alternative Investment Market. Its investment portfolio consists of securities across a range of sectors, including technology, Healthcare and education, Business services, and consumer markets. The company invests in a range of securities including, but not limited to, ordinary and preference shares, loan stocks, convertible securities, permitted nonqualifying investments, and cash. Its revenue consists of interest and dividend income from investments made.
40GF 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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