EPE Special OpportunitiesLSE:ESO -0.42%39 Return-on-Tangible-Equity is 33.51% as of Jan. 2026, which is 1527% above its 10-year median of 2.06. GuruFocus rates LSE:ESO with a GF Score™ of 39/100. The stock has 3 warning signs investors should review. Among 1,591 Asset Management companies, EPE Special Opportunities ranks worse than 51.23% 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. EPE Special Opportunities's annualized net income for the quarter that ended in Jan. 2026 was £30.99 Mil. EPE Special Opportunities's average shareholder tangible equity for the quarter that ended in Jan. 2026 was £92.48 Mil. Therefore, EPE Special Opportunities's annualized Return-on-Tangible-Equity for the quarter that ended in Jan. 2026 was 33.51%.
The historical rank and industry rank for EPE Special Opportunities's Return-on-Tangible-Equity or its related term are showing as below:
LSE:ESO'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -42.73 Med: 2.06 Max: 83.22
Current: 6.87
During the past 13 years, EPE Special Opportunities's highest Return-on-Tangible-Equity was 83.22%. The lowest was -42.73%. And the median was 2.06%.
LSE:ESO's Return-on-Tangible-Equity is ranked worse than 51.23% of 1591
companies
in the Asset Management industry
Industry Median: 7.21
vs LSE:ESO: 6.87
EPE Special Opportunities (LSE:ESO) 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.
EPE Special Opportunities Return-on-Tangible-Equity Related Terms
EPE Special Opportunities Return-on-Tangible-Equity Historical Data
* Premium members only.
The historical data trend for EPE Special 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.
EPE Special Opportunities Return-on-Tangible-Equity Chart
LSE:ESO vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, EPE Special 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.
EPE Special Opportunities Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, EPE Special Opportunities's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where EPE Special Opportunities'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 (Jan. 2026) net income data.
Return-on-Tangible-Equity is displayed in the 10-year financial page.
What does a Return-on-Tangible-Equity of 33.51% mean?
EPE Special Opportunities (LSE:ESO) has a Return-on-Tangible-Equity of 33.51% as of Jan. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on EPE Special Opportunities and its competitors. This is 1527% above median its historical median of 2.06. According to the industry distribution chart, EPE Special Opportunities ranks #815 out of 1591 companies in the Asset Management industry, placing it in the top 51.2%.
Is EPE Special Opportunities' Return-on-Tangible-Equity too high?
EPE Special Opportunities' current Return-on-Tangible-Equity of 33.51% is 1527% above median its 10-year median of 2.06. The Asset Management industry median Return-on-Tangible-Equity is 7.21. EPE Special Opportunities' value of 33.51% is 364.8% above this industry median. Based on the distribution chart, EPE Special Opportunities ranks #815 out of 1591 companies in the Asset Management industry, which is below the industry midpoint. Overall, EPE Special Opportunities has a GF Score™ of 39/100, reflecting its overall financial health beyond just this single metric.
How does EPE Special Opportunities' Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, EPE Special Opportunities ranks #815 out of 1591 companies for Return-on-Tangible-Equity. This places EPE Special Opportunities in the lower half of its industry. The industry median Return-on-Tangible-Equity is 7.21. EPE Special Opportunities' value of 33.51% is 364.8% above this benchmark. While the company's 10-year median is 2.06 vs. the industry median of 7.21, EPE Special Opportunities 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. EPE Special Opportunities's current Return-on-Tangible-Equity of 33.51% is 364.8% 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 EPE Special Opportunities 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. EPE Special Opportunities's current Return-on-Tangible-Equity is 33.51%, which is 1527% above median its own 10-year median of 2.06. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is EPE Special Opportunities stock overvalued right now?
EPE Special Opportunities (LSE:ESO) has a current Return-on-Tangible-Equity of 33.51%. The current Return-on-Tangible-Equity is 33.51%, which is 1527% above median its 10-year median of 2.06 and 364.8% above the Asset Management industry median of 7.21. EPE Special Opportunities' overall GF Score™ is 39/100 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 EPE Special Opportunities (LSE:ESO), the current Return-on-Tangible-Equity is 33.51% as of Jan. 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.
EPE Special Opportunities Ltd is an investment company. The company focuses on providing a long-term return on equity for its shareholders by way of investment in a portfolio of private equity assets. The group is engaged in a single business segment which includes financing for growth, buyout, and special situations in the United Kingdom. It targets various types of investments such as private investment in public equities, special purpose acquisition companies, and EPE funds. It considers industry sectors including business services, consumer and retail, financial services, and the industrials sector.
39GF Score
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