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Edinburgh Worldwide Investment TrustLSE:EWI -4.60%41 Return-on-Tangible-Equity is 16.08% as of Apr. 2026, which is 23% above its 10-year median of 13.06. GuruFocus rates LSE:EWI with a GF Score™ of 41/100. The stock has 3 warning signs investors should review. Among 1,589 Asset Management companies, Edinburgh Worldwide Investment Trust ranks better than 89.11% on this metric.
The historical rank and industry rank for Edinburgh Worldwide Investment Trust's Return-on-Tangible-Equity or its related term are showing as below:
LSE:EWI'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -51.22 Med: 13.06 Max: 42.13
Current: 35.3
During the past 13 years, Edinburgh Worldwide Investment Trust's highest Return-on-Tangible-Equity was 42.13%. The lowest was -51.22%. And the median was 13.06%.
LSE:EWI's Return-on-Tangible-Equity is ranked better than 89.11% of 1589
companies
in the Asset Management industry
Industry Median: 7.21
vs LSE:EWI: 35.30
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.
Edinburgh Worldwide Investment Trust Return-on-Tangible-Equity Related Terms
Edinburgh Worldwide 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.
LSE:EWI vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, Edinburgh Worldwide 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.
Edinburgh Worldwide Investment Trust Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Edinburgh Worldwide Investment Trust's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Edinburgh Worldwide 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 (Apr. 2026) net income data.
Return-on-Tangible-Equity is displayed in the 10-year financial page.
What does a Return-on-Tangible-Equity of 16.08% mean?
Edinburgh Worldwide Investment Trust (LSE:EWI) has a Return-on-Tangible-Equity of 16.08% as of Apr. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Edinburgh Worldwide Investment Trust and its competitors. This is 23% above median its historical median of 13.06. According to the industry distribution chart, Edinburgh Worldwide Investment Trust ranks #173 out of 1589 companies in the Asset Management industry, placing it in the top 10.9%.
Is Edinburgh Worldwide Investment Trust's Return-on-Tangible-Equity too high?
Edinburgh Worldwide Investment Trust's current Return-on-Tangible-Equity of 16.08% is 23% above median its 10-year median of 13.06. The Asset Management industry median Return-on-Tangible-Equity is 7.21. Edinburgh Worldwide Investment Trust's value of 16.08% is 123% above this industry median. Based on the distribution chart, Edinburgh Worldwide Investment Trust ranks #173 out of 1589 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Edinburgh Worldwide Investment Trust has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does Edinburgh Worldwide Investment Trust's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Edinburgh Worldwide Investment Trust ranks #173 out of 1589 companies for Return-on-Tangible-Equity. This places Edinburgh Worldwide Investment Trust in the top 11% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.21. Edinburgh Worldwide Investment Trust's value of 16.08% is 123% above this benchmark. While the company's 10-year median is 13.06 vs. the industry median of 7.21, Edinburgh Worldwide Investment 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 1,589 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. Edinburgh Worldwide Investment Trust's current Return-on-Tangible-Equity of 16.08% is 123% 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 Edinburgh Worldwide 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. Edinburgh Worldwide Investment Trust's current Return-on-Tangible-Equity is 16.08%, which is 23% above median its own 10-year median of 13.06. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Edinburgh Worldwide Investment Trust stock overvalued right now?
Edinburgh Worldwide Investment Trust (LSE:EWI) has a current Return-on-Tangible-Equity of 16.08%. The current Return-on-Tangible-Equity is 16.08%, which is 23% above median its 10-year median of 13.06 and 123% above the Asset Management industry median of 7.21. Edinburgh Worldwide Investment 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 Edinburgh Worldwide Investment Trust (LSE:EWI), the current Return-on-Tangible-Equity is 16.08% as of Apr. 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.
Edinburgh Worldwide Investment Trust Business Description
Edinburgh Worldwide Investment Trust PLC is an investment company with the objective to achieve long-term capital growth by investing in listed companies world-wide. It seeks to construct its portfolio through the identification of individual companies with business across North America, South America, Europe, Asia, and Australia. The firm invests mainly in information technology, materials, consumer discretionary, financials, industrials, health care sectors and communication Services.
41GF Score
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