Castelnau Group (LSE:CGL) Return-on-Tangible-Equity: 19.93% (As of Dec. 2025)


LSE:CGL Castelnau Group Ltd LSE:CGL
35 GF Score
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! 6 Warning Signs
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What is Castelnau Group Return-on-Tangible-Equity?

Castelnau Group LSE:CGL 35 Return-on-Tangible-Equity is 19.93% as of Dec. 2025. GuruFocus rates LSE:CGL with a GF Score™ of 35/100. The stock has 6 warning signs investors should review. Among 1,588 Asset Management companies, Castelnau Group ranks better than 67.07% 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. Castelnau Group's annualized net income for the quarter that ended in Dec. 2025 was £70.96 Mil. Castelnau Group's average shareholder tangible equity for the quarter that ended in Dec. 2025 was £355.98 Mil. Therefore, Castelnau Group's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2025 was 19.93%.

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

LSE:CGL' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -21.98   Med: -4.21   Max: 29.88
Current: 13.38

During the past 6 years, Castelnau Group's highest Return-on-Tangible-Equity was 29.88%. The lowest was -21.98%. And the median was -4.21%.

LSE:CGL's Return-on-Tangible-Equity is ranked better than
67.07% of 1588 companies
in the Asset Management industry
Industry Median: 7.205 vs LSE:CGL: 13.38

Castelnau Group  (LSE:CGL) 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.


Castelnau Group Return-on-Tangible-Equity Related Terms


Castelnau Group Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Castelnau Group'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.

Castelnau Group Return-on-Tangible-Equity Chart

Castelnau Group Annual Data
Trend Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Return-on-Tangible-Equity
Get a 7-Day Free Trial -6.97 -21.98 -4.21 29.88 13.28

Castelnau Group Semi-Annual Data
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 6.62 62.54 -2.42 6.35 19.93

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

For the Asset Management subindustry, Castelnau Group'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.


Castelnau Group Return-on-Tangible-Equity vs Asset Management Industry

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

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


LSE:CGL
35GF Score
Castelnau Group Ltd LSE:CGL
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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Castelnau Group Return-on-Tangible-Equity Calculation

Castelnau Group'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 )
=45.886/( (317.243+373.715 )/ 2 )
=45.886/345.479
=13.28 %

Castelnau Group'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 )
=70.962/( (338.235+373.715)/ 2 )
=70.962/355.975
=19.93 %

* 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 19.93% mean?
Castelnau Group (LSE:CGL) has a Return-on-Tangible-Equity of 19.93% 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 Castelnau Group and its competitors. According to the industry distribution chart, Castelnau Group ranks #523 out of 1588 companies in the Asset Management industry, placing it in the top 32.9%.
Is Castelnau Group's Return-on-Tangible-Equity too high?
Castelnau Group's current Return-on-Tangible-Equity is 19.93%. The Asset Management industry median Return-on-Tangible-Equity is 7.21. Castelnau Group's value of 19.93% is 176.6% above this industry median. Based on the distribution chart, Castelnau Group ranks #523 out of 1588 companies in the Asset Management industry, which is above the industry midpoint. Overall, Castelnau Group has a GF Score™ of 35/100, reflecting its overall financial health beyond just this single metric.
How does Castelnau Group's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Castelnau Group ranks #523 out of 1588 companies for Return-on-Tangible-Equity. This puts Castelnau Group in the upper half of its industry. The industry median Return-on-Tangible-Equity is 7.21. Castelnau Group's value of 19.93% is 176.6% above this benchmark. 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 1,588 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. Castelnau Group's current Return-on-Tangible-Equity of 19.93% is 176.6% 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 Castelnau Group 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. Castelnau Group's current Return-on-Tangible-Equity is 19.93%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Castelnau Group stock overvalued right now?
Castelnau Group (LSE:CGL) has a current Return-on-Tangible-Equity of 19.93%. The current Return-on-Tangible-Equity is 19.93% and 176.6% above the Asset Management industry median of 7.21. Castelnau Group's overall GF Score™ is 35/100 with 6 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 Castelnau Group (LSE:CGL), the current Return-on-Tangible-Equity is 19.93% 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.

Castelnau Group Business Description

Address Les Banques, Trafalgar Court, PO Box 255, St. Peter Port, Channel Islands, GGY, GY1 3QL
Castelnau Group Ltd operates as a closed-ended company. The company's principal activity is to seek to achieve a high rate of compound return over the long term by carefully selecting investments using a thorough and objective research process and paying a price that provides a material margin of safety against permanent loss of capital, but also a favorable range of outcomes. The company's investment objective is to compound shareholders' capital at a higher rate of return than the FTSE All-Share Total Return Index over the long term. The group has two reporting segments: Castelnau Group Limited and Castelnau Group Services Limited.
35GF 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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