Invesco Global Equityome Trust (LSE:IGET) Return-on-Tangible-Equity: 15.26% (As of Nov. 2025) — 342% Above Median

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LSE:IGET Invesco Global Equity Income Trust PLC LSE:IGET
61 GF Score
Price £4.07
GF Value £4.48
Valuation Fairly Valued
! 6 Warning Signs
View Full Analysis

What is Invesco Global Equityome Trust Return-on-Tangible-Equity?

Invesco Global Equityome Trust LSE:IGET -0.49% 61 Return-on-Tangible-Equity is 15.26% as of Nov. 2025, which is 342% above its 10-year median of 3.45. GuruFocus rates LSE:IGET with a GF Score™ of 61/100 and a GF Value™ of £4.48 (Fairly Valued). The stock has 6 warning signs investors should review. Among 1,589 Asset Management companies, Invesco Global Equityome Trust ranks better than 55.63% 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. Invesco Global Equityome Trust's annualized net income for the quarter that ended in Nov. 2025 was £36.11 Mil. Invesco Global Equityome Trust's average shareholder tangible equity for the quarter that ended in Nov. 2025 was £236.60 Mil. Therefore, Invesco Global Equityome Trust's annualized Return-on-Tangible-Equity for the quarter that ended in Nov. 2025 was 15.26%.

The historical rank and industry rank for Invesco Global Equityome Trust's Return-on-Tangible-Equity or its related term are showing as below:

LSE:IGET' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -8.59   Med: 3.45   Max: 20.62
Current: 8.68

During the past 13 years, Invesco Global Equityome Trust's highest Return-on-Tangible-Equity was 20.62%. The lowest was -8.59%. And the median was 3.45%.

LSE:IGET's Return-on-Tangible-Equity is ranked better than
55.63% of 1589 companies
in the Asset Management industry
Industry Median: 7.21 vs LSE:IGET: 8.68

Invesco Global Equityome Trust  (LSE:IGET) 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.


Invesco Global Equityome Trust Return-on-Tangible-Equity Related Terms


Invesco Global Equityome Trust Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Invesco Global Equityome Trust'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.

Invesco Global Equityome Trust Return-on-Tangible-Equity Chart

Invesco Global Equityome Trust Annual Data
Trend May16 May17 May18 May19 May20 May21 May22 May23 May24 May25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 19.43 2.39 2.80 14.12 11.09

Invesco Global Equityome Trust Semi-Annual Data
May16 Nov16 May17 Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24 May25 Nov25
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 9.19 18.71 20.31 1.72 15.26

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

For the Asset Management subindustry, Invesco Global Equityome 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.


Invesco Global Equityome Trust Return-on-Tangible-Equity vs Asset Management Industry

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

* The bar in red indicates where Invesco Global Equityome Trust's Return-on-Tangible-Equity falls into.


LSE:IGET
61GF Score
Invesco Global Equity Income Trust PLC LSE:IGET
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Invesco Global Equityome Trust Return-on-Tangible-Equity Calculation

Invesco Global Equityome Trust's annualized Return-on-Tangible-Equity for the fiscal year that ended in May. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: May. 2025 )  (A: May. 2024 )(A: May. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: May. 2025 )  (A: May. 2024 )(A: May. 2025 )
=22.733/( (197.555+212.283 )/ 2 )
=22.733/204.919
=11.09 %

Invesco Global Equityome Trust's annualized Return-on-Tangible-Equity for the quarter that ended in Nov. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Nov. 2025 )  (Q: May. 2025 )(Q: Nov. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Nov. 2025 )  (Q: May. 2025 )(Q: Nov. 2025 )
=36.112/( (212.283+260.921)/ 2 )
=36.112/236.602
=15.26 %

* 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 (Nov. 2025) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 15.26% mean?
Invesco Global Equityome Trust (LSE:IGET) has a Return-on-Tangible-Equity of 15.26% as of Nov. 2025. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Invesco Global Equityome Trust and its competitors. This is 342% above median its historical median of 3.45. According to the industry distribution chart, Invesco Global Equityome Trust ranks #705 out of 1589 companies in the Asset Management industry, placing it in the top 44.4%.
Is Invesco Global Equityome Trust's Return-on-Tangible-Equity too high?
Invesco Global Equityome Trust's current Return-on-Tangible-Equity of 15.26% is 342% above median its 10-year median of 3.45. The Asset Management industry median Return-on-Tangible-Equity is 7.21. Invesco Global Equityome Trust's value of 15.26% is 111.7% above this industry median. Based on the distribution chart, Invesco Global Equityome Trust ranks #705 out of 1589 companies in the Asset Management industry, which is above the industry midpoint. Overall, Invesco Global Equityome Trust has a GF Score™ of 61/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Invesco Global Equityome Trust's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Invesco Global Equityome Trust ranks #705 out of 1589 companies for Return-on-Tangible-Equity. This puts Invesco Global Equityome Trust in the upper half of its industry. The industry median Return-on-Tangible-Equity is 7.21. Invesco Global Equityome Trust's value of 15.26% is 111.7% above this benchmark. While the company's 10-year median is 3.45 vs. the industry median of 7.21, Invesco Global Equityome 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. Invesco Global Equityome Trust's current Return-on-Tangible-Equity of 15.26% is 111.7% 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 Invesco Global Equityome 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. Invesco Global Equityome Trust's current Return-on-Tangible-Equity is 15.26%, which is 342% above median its own 10-year median of 3.45. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invesco Global Equityome Trust stock overvalued right now?
Based on GuruFocus' analysis, Invesco Global Equityome Trust (LSE:IGET) is currently considered Fairly Valued. The stock's GF Value™ is £4.48, compared to a current price of £4.07 — trading 9.2% below its estimated fair value. The current Return-on-Tangible-Equity is 15.26%, which is 342% above median its 10-year median of 3.45 and 111.7% above the Asset Management industry median of 7.21. Invesco Global Equityome Trust's overall GF Score™ is 61/100 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 Invesco Global Equityome Trust (LSE:IGET), the current Return-on-Tangible-Equity is 15.26% as of Nov. 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.

Is Invesco Global Equityome Trust (LSE:IGET) Overvalued in 2026?

Based on GuruFocus' analysis, Invesco Global Equityome Trust stock appears to be undervalued. The current stock price of £4.07 is trading 9.2% below its estimated GF Value™ of £4.48. GuruFocus considers Invesco Global Equityome Trust to be Fairly Valued.

Key valuation signals for LSE:IGET:

  • Return-on-Tangible-Equity: 15.26% (342% above median its 10-year median of 3.45)
  • GF Value™: £4.48 vs. price of £4.07 (9.2% below fair value)
  • GF Score™: 61/100 with 6 warning signs
  • Industry Position: 111.7% above the Asset Management median (#705 of 1589)

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


Invesco Global Equityome Trust Business Description

Address Perpetual Park Drive, Perpetual Park, Henley-on-Thames, Oxfordshire, GBR, RG9 1HH
Invesco Global Equity Income Trust PLC is an investment company based in the UK. The company invests its shareholders' funds with the focus of spreading investment risk and generating returns. Its investment objective is to provide shareholders with a choice of investment strategies and policies, each intended to generate attractive risk-adjusted returns. The company focuses on investing no more than 15% of the gross assets in a single investment and not more than 10% of the gross assets invested in other listed investment companies. Its share capital comprises four share classes namely UK Equity Shares, Global Equity Income Shares, Balanced Risk Allocation Shares, and Managed Liquidity Shares and it allows shareholders to convert between share classes.
61GF Score

Get the complete analysis for LSE:IGET

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

£4.07
Price
£4.48
GF Value