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CT UK Capital &ome Investment TrustLSE:CTUK +0.28%54 Return-on-Tangible-Equity is 1.28% as of Mar. 2026, which is 86% below its 10-year median of 9.05. GuruFocus rates LSE:CTUK with a GF Score™ of 54/100 and a GF Value™ of £2.36 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 1,589 Asset Management companies, CT UK Capital &ome Investment Trust ranks better than 53.81% on this metric.
The historical rank and industry rank for CT UK Capital &ome Investment Trust's Return-on-Tangible-Equity or its related term are showing as below:
LSE:CTUK'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -23.27 Med: 9.05 Max: 32.2
Current: 8.09
During the past 13 years, CT UK Capital &ome Investment Trust's highest Return-on-Tangible-Equity was 32.20%. The lowest was -23.27%. And the median was 9.05%.
LSE:CTUK's Return-on-Tangible-Equity is ranked better than 53.81% of 1589
companies
in the Asset Management industry
Industry Median: 7.21
vs LSE:CTUK: 8.09
CT UK Capital &ome Investment Trust (LSE:CTUK) 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.
CT UK Capital &ome Investment Trust Return-on-Tangible-Equity Related Terms
CT UK Capital &ome Investment Trust Return-on-Tangible-Equity Historical Data
* 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.
CT UK Capital &ome Investment Trust Return-on-Tangible-Equity Chart
LSE:CTUK vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, CT UK Capital &ome Investment 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.
CT UK Capital &ome Investment Trust Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, CT UK Capital &ome Investment Trust's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where CT UK Capital &ome Investment Trust's Return-on-Tangible-Equity falls into.
* 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 1.28% mean?
CT UK Capital &ome Investment Trust (LSE:CTUK) has a Return-on-Tangible-Equity of 1.28% 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 CT UK Capital &ome Investment Trust and its competitors. This is 86% below median its historical median of 9.05. According to the industry distribution chart, CT UK Capital &ome Investment Trust ranks #734 out of 1589 companies in the Asset Management industry, placing it in the top 46.2%.
Is CT UK Capital &ome Investment Trust's Return-on-Tangible-Equity too high?
CT UK Capital &ome Investment Trust's current Return-on-Tangible-Equity of 1.28% is 86% below median its 10-year median of 9.05. The Asset Management industry median Return-on-Tangible-Equity is 7.21. CT UK Capital &ome Investment Trust's value of 1.28% is 82.2% below this industry median. Based on the distribution chart, CT UK Capital &ome Investment Trust ranks #734 out of 1589 companies in the Asset Management industry, which is above the industry midpoint. Overall, CT UK Capital &ome Investment Trust has a GF Score™ of 54/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does CT UK Capital &ome Investment Trust's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, CT UK Capital &ome Investment Trust ranks #734 out of 1589 companies for Return-on-Tangible-Equity. This puts CT UK Capital &ome Investment Trust in the upper half of its industry. The industry median Return-on-Tangible-Equity is 7.21. CT UK Capital &ome Investment Trust's value of 1.28% is 82.2% below this benchmark. While the company's 10-year median is 9.05 vs. the industry median of 7.21, CT UK Capital &ome Investment Trust has consistently been below 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 1,589 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. CT UK Capital &ome Investment Trust's current Return-on-Tangible-Equity of 1.28% is 82.2% below 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 CT UK Capital &ome Investment 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. CT UK Capital &ome Investment Trust's current Return-on-Tangible-Equity is 1.28%, which is 86% below median its own 10-year median of 9.05. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CT UK Capital &ome Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, CT UK Capital &ome Investment Trust (LSE:CTUK) is currently considered Significantly Overvalued. The stock's GF Value™ is £2.36, compared to a current price of £3.53 — trading 49.6% above its estimated fair value. The current Return-on-Tangible-Equity is 1.28%, which is 86% below median its 10-year median of 9.05 and 82.2% below the Asset Management industry median of 7.21. CT UK Capital &ome Investment Trust's overall GF Score™ is 54/100 with 4 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 CT UK Capital &ome Investment Trust (LSE:CTUK), the current Return-on-Tangible-Equity is 1.28% 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.
Is CT UK Capital &ome Investment Trust (LSE:CTUK) Overvalued in 2026?
Based on GuruFocus' analysis, CT UK Capital &ome Investment Trust stock appears to be overvalued.
The current stock price of £3.53 is trading 49.6% above its estimated GF Value™ of £2.36.
GuruFocus considers CT UK Capital &ome Investment Trust to be Significantly Overvalued.
Key valuation signals for LSE:CTUK:
Return-on-Tangible-Equity: 1.28% (86% below median its 10-year median of 9.05)
GF Value™: £2.36 vs. price of £3.53 (49.6% above fair value)
Industry Position: 82.2% below the Asset Management median (#734 of 1589)
No single metric tells the full story. See the LSE:CTUK stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
CT UK Capital &ome Investment Trust Business Description
CT UK Capital & Income Investment Trust PLC is an investment company. The Company's activities comprise a single operating segment, which is investing in the UK, USA, and Europe in equities to secure long-term growth in income and capital The company's investment objective is to secure long-term capital and income growth from a portfolio consisting mainly of FTSE All-Share companies. It invests in companies that have long-term prospects with attractive returns on invested capital. The majority of the company's holdings are in large and mid-cap companies, with a smaller percentage invested in smaller and overseas companies.
54GF Score
Get the complete analysis for LSE:CTUK
Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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