Liontrust Asset ManagementLSE:LIO -0.29%74 Return-on-Tangible-Equity is 21.42% as of Mar. 2026, which is 46% below its 10-year median of 39.45. GuruFocus rates LSE:LIO with a GF Score™ of 74/100 and a GF Value™ of £3.29 (Fairly Valued). The stock has 9 warning signs investors should review. Among 1,589 Asset Management companies, Liontrust Asset Management ranks better than 75.9% 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. Liontrust Asset Management's annualized net income for the quarter that ended in Mar. 2026 was £9.8 Mil. Liontrust Asset Management's average shareholder tangible equity for the quarter that ended in Mar. 2026 was £45.8 Mil. Therefore, Liontrust Asset Management's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was 21.42%.
The historical rank and industry rank for Liontrust Asset Management's Return-on-Tangible-Equity or its related term are showing as below:
LSE:LIO'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -3.83 Med: 39.45 Max: 89.42
Current: 18.2
During the past 13 years, Liontrust Asset Management's highest Return-on-Tangible-Equity was 89.42%. The lowest was -3.83%. And the median was 39.45%.
LSE:LIO's Return-on-Tangible-Equity is ranked better than 75.9% of 1589
companies
in the Asset Management industry
Industry Median: 7.21
vs LSE:LIO: 18.20
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.
Liontrust Asset Management Return-on-Tangible-Equity Related Terms
Liontrust Asset Management 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:LIO vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, Liontrust Asset Management'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.
Liontrust Asset Management Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Liontrust Asset Management's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Liontrust Asset Management'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 21.42% mean?
Liontrust Asset Management (LSE:LIO) has a Return-on-Tangible-Equity of 21.42% 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 Liontrust Asset Management and its competitors. This is 46% below median its historical median of 39.45. According to the industry distribution chart, Liontrust Asset Management ranks #383 out of 1589 companies in the Asset Management industry, placing it in the top 24.1%.
Is Liontrust Asset Management's Return-on-Tangible-Equity too high?
Liontrust Asset Management's current Return-on-Tangible-Equity of 21.42% is 46% below median its 10-year median of 39.45. The Asset Management industry median Return-on-Tangible-Equity is 7.21. Liontrust Asset Management's value of 21.42% is 197.1% above this industry median. Based on the distribution chart, Liontrust Asset Management ranks #383 out of 1589 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Liontrust Asset Management has a GF Score™ of 74/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Liontrust Asset Management's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Liontrust Asset Management ranks #383 out of 1589 companies for Return-on-Tangible-Equity. This places Liontrust Asset Management in the top 24% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.21. Liontrust Asset Management's value of 21.42% is 197.1% above this benchmark. While the company's 10-year median is 39.45 vs. the industry median of 7.21, Liontrust Asset Management 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. Liontrust Asset Management's current Return-on-Tangible-Equity of 21.42% is 197.1% 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 Liontrust Asset Management 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. Liontrust Asset Management's current Return-on-Tangible-Equity is 21.42%, which is 46% below median its own 10-year median of 39.45. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Liontrust Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Liontrust Asset Management (LSE:LIO) is currently considered Fairly Valued. The stock's GF Value™ is £3.29, compared to a current price of £3.41 — trading 3.5% above its estimated fair value. The current Return-on-Tangible-Equity is 21.42%, which is 46% below median its 10-year median of 39.45 and 197.1% above the Asset Management industry median of 7.21. Liontrust Asset Management's overall GF Score™ is 74/100 with 9 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 Liontrust Asset Management (LSE:LIO), the current Return-on-Tangible-Equity is 21.42% 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 Liontrust Asset Management (LSE:LIO) Overvalued in 2026?
Based on GuruFocus' analysis, Liontrust Asset Management stock appears to be overvalued.
The current stock price of £3.41 is trading 3.5% above its estimated GF Value™ of £3.29.
GuruFocus considers Liontrust Asset Management to be Fairly Valued.
Key valuation signals for LSE:LIO:
Return-on-Tangible-Equity: 21.42% (46% below median its 10-year median of 39.45)
GF Value™: £3.29 vs. price of £3.41 (3.5% above fair value)
Industry Position: 197.1% above the Asset Management median (#383 of 1589)
No single metric tells the full story. See the LSE:LIO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Liontrust Asset Management PLC operates as an investment management company. It offers products such as Unit Trusts, Offshore funds, Segregated Mandates, and Discretionary Portfolio Management Services. It markets its fund internationally to institutional investors, wealth managers, financial advisers, private investors, and wholesale markets such as family offices, private banks, wealth managers, and multi-managers. The company's geographical segments are the United Kingdom, Europe (excluding the UK), Canada, and Australia.
74GF Score
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