Heavitree Brewery (LSE:HVT) Return-on-Tangible-Equity: 3.64% (As of Apr. 2026) — 72% Below Median


LSE:HVT Heavitree Brewery PLC LSE:HVT
77 GF Score
Price £2.70
GF Value £2.77
Valuation Fairly Valued
! 3 Warning Signs
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What is Heavitree Brewery Return-on-Tangible-Equity?

Heavitree Brewery LSE:HVT 77 Return-on-Tangible-Equity is 3.64% as of Apr. 2026, which is 72% below its 10-year median of 13.13. GuruFocus rates LSE:HVT with a GF Score™ of 77/100 and a GF Value™ of £2.77 (Fairly Valued). The stock has 3 warning signs investors should review. Among 331 Restaurants companies, Heavitree Brewery ranks better than 51.36% 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. Heavitree Brewery's annualized net income for the quarter that ended in Apr. 2026 was £0.72 Mil. Heavitree Brewery's average shareholder tangible equity for the quarter that ended in Apr. 2026 was £19.67 Mil. Therefore, Heavitree Brewery's annualized Return-on-Tangible-Equity for the quarter that ended in Apr. 2026 was 3.64%.

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

LSE:HVT' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 0.9   Med: 13.13   Max: 17.47
Current: 9.59

During the past 13 years, Heavitree Brewery's highest Return-on-Tangible-Equity was 17.47%. The lowest was 0.90%. And the median was 13.13%.

LSE:HVT's Return-on-Tangible-Equity is ranked better than
51.36% of 331 companies
in the Restaurants industry
Industry Median: 8.76 vs LSE:HVT: 9.59

Heavitree Brewery  (LSE:HVT) 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.


Heavitree Brewery Return-on-Tangible-Equity Related Terms


Heavitree Brewery Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Heavitree Brewery'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.

Heavitree Brewery Return-on-Tangible-Equity Chart

Heavitree Brewery Annual Data
Trend Oct16 Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23 Oct24 Oct25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.12 13.62 9.47 7.74 14.06

Heavitree Brewery Semi-Annual Data
Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
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 6.87 8.61 12.55 15.59 3.64

LSE:HVT vs MCD, SBUX, YUM: Return-on-Tangible-Equity Comparison

For the Restaurants subindustry, Heavitree Brewery'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.


Heavitree Brewery Return-on-Tangible-Equity vs Restaurants Industry

For the Restaurants industry and Consumer Cyclical sector, Heavitree Brewery's Return-on-Tangible-Equity distribution charts can be found below:

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


LSE:HVT
77GF Score
Heavitree Brewery PLC LSE:HVT
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Heavitree Brewery Return-on-Tangible-Equity Calculation

Heavitree Brewery's annualized Return-on-Tangible-Equity for the fiscal year that ended in Oct. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Oct. 2025 )  (A: Oct. 2024 )(A: Oct. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Oct. 2025 )  (A: Oct. 2024 )(A: Oct. 2025 )
=2.622/( (17.535+19.75 )/ 2 )
=2.622/18.6425
=14.06 %

Heavitree Brewery's annualized Return-on-Tangible-Equity for the quarter that ended in Apr. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Apr. 2026 )  (Q: Oct. 2025 )(Q: Apr. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Apr. 2026 )  (Q: Oct. 2025 )(Q: Apr. 2026 )
=0.716/( (19.75+19.582)/ 2 )
=0.716/19.666
=3.64 %

* 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 3.64% mean?
Heavitree Brewery (LSE:HVT) has a Return-on-Tangible-Equity of 3.64% 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 Heavitree Brewery and its competitors. This is 72% below median its historical median of 13.13. Over the past decade, Heavitree Brewery's Return-on-Tangible-Equity has ranged from 0.90 to 17.47. According to the industry distribution chart, Heavitree Brewery ranks #161 out of 331 companies in the Restaurants industry, placing it in the top 48.6%.
Is Heavitree Brewery's Return-on-Tangible-Equity too high?
Heavitree Brewery's current Return-on-Tangible-Equity of 3.64% is 72% below median its 10-year median of 13.13. Over the past 10 years, this metric has ranged from a low of 0.90 to a high of 17.47. The Restaurants industry median Return-on-Tangible-Equity is 8.76. Heavitree Brewery's value of 3.64% is 58.4% below this industry median. Based on the distribution chart, Heavitree Brewery ranks #161 out of 331 companies in the Restaurants industry, which is above the industry midpoint. Overall, Heavitree Brewery has a GF Score™ of 77/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Heavitree Brewery's Return-on-Tangible-Equity compare to MCD and SBUX?
According to the Restaurants industry distribution chart, Heavitree Brewery ranks #161 out of 331 companies for Return-on-Tangible-Equity. This puts Heavitree Brewery in the upper half of its industry. The industry median Return-on-Tangible-Equity is 8.76. Heavitree Brewery's value of 3.64% is 58.4% below this benchmark. Historically, Heavitree Brewery's own Return-on-Tangible-Equity has ranged from 0.90 to 17.47 over the past decade. While the company's 10-year median is 13.13 vs. the industry median of 8.76, Heavitree Brewery 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 a Restaurants company?
The median Return-on-Tangible-Equity among Restaurants companies is 8.76, based on 331 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. Heavitree Brewery's current Return-on-Tangible-Equity of 3.64% is 58.4% 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 Heavitree Brewery and its competitors. For the Restaurants industry, the median Return-on-Tangible-Equity is 8.76 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Heavitree Brewery's current Return-on-Tangible-Equity is 3.64%, which is 72% below median its own 10-year median of 13.13. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Heavitree Brewery stock overvalued right now?
Based on GuruFocus' analysis, Heavitree Brewery (LSE:HVT) is currently considered Fairly Valued. The stock's GF Value™ is £2.77, compared to a current price of £2.70 — trading 2.5% below its estimated fair value. The current Return-on-Tangible-Equity is 3.64%, which is 72% below median its 10-year median of 13.13 and 58.4% below the Restaurants industry median of 8.76. Heavitree Brewery's overall GF Score™ is 77/100 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 Heavitree Brewery (LSE:HVT), the current Return-on-Tangible-Equity is 3.64% 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.

Is Heavitree Brewery (LSE:HVT) Overvalued in 2026?

Based on GuruFocus' analysis, Heavitree Brewery stock appears to be undervalued. The current stock price of £2.70 is trading 2.5% below its estimated GF Value™ of £2.77. GuruFocus considers Heavitree Brewery to be Fairly Valued.

Key valuation signals for LSE:HVT:

  • Return-on-Tangible-Equity: 3.64% (72% below median its 10-year median of 13.13)
  • GF Value™: £2.77 vs. price of £2.70 (2.5% below fair value)
  • GF Score™: 77/100 with 3 warning signs
  • Industry Position: 58.4% below the Restaurants median (#161 of 331)

No single metric tells the full story. See the LSE:HVT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Heavitree Brewery Business Description

Other Exchanges HVTA:UK
Address Trood Lane, Matford, Exeter, GBR, EX2 8YP
Heavitree Brewery PLC is a UK-based company engaged in the business of running and developing a leased and tenanted estate in the South West of England. It currently owns several pubs such as The Anchor Inn, The Ashcott Inn, The Atmospheric Railway, The Beach Hotel, The Bell Inn, The Brunswick Arms, and others. These pubs are run by tenants under tenancy agreements or leases. It operates in one business segment: leased estates. Geographically, all of its revenue is generated in, and all assets are held in the United Kingdom.
77GF Score

Get the complete analysis for LSE:HVT

Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£2.70
Price
£2.77
GF Value