Mobius Investment Trust (LSE:MMIT) Return-on-Tangible-Equity: 30.23% (As of Nov. 2025) — 306% Above Median


LSE:MMIT Mobius Investment Trust PLC LSE:MMIT
42 GF Score
Price £1.80
! 5 Warning Signs
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What is Mobius Investment Trust Return-on-Tangible-Equity?

Mobius Investment Trust LSE:MMIT +0.84% 42 Return-on-Tangible-Equity is 30.23% as of Nov. 2025, which is 306% above its 10-year median of 7.45. GuruFocus rates LSE:MMIT with a GF Score™ of 42/100. The stock has 5 warning signs investors should review. Among 1,589 Asset Management companies, Mobius Investment Trust ranks worse than 51.86% 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. Mobius Investment Trust's annualized net income for the quarter that ended in Nov. 2025 was £51.46 Mil. Mobius Investment Trust's average shareholder tangible equity for the quarter that ended in Nov. 2025 was £170.26 Mil. Therefore, Mobius Investment Trust's annualized Return-on-Tangible-Equity for the quarter that ended in Nov. 2025 was 30.23%.

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

LSE:MMIT' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -13.28   Med: 7.45   Max: 35.94
Current: 6.71

During the past 7 years, Mobius Investment Trust's highest Return-on-Tangible-Equity was 35.94%. The lowest was -13.28%. And the median was 7.45%.

LSE:MMIT's Return-on-Tangible-Equity is ranked worse than
51.86% of 1589 companies
in the Asset Management industry
Industry Median: 7.21 vs LSE:MMIT: 6.71

Mobius Investment Trust  (LSE:MMIT) 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.


Mobius Investment Trust Return-on-Tangible-Equity Related Terms


Mobius Investment Trust Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Mobius Investment 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.

Mobius Investment Trust Return-on-Tangible-Equity Chart

Mobius Investment Trust Annual Data
Trend Nov19 Nov20 Nov21 Nov22 Nov23 Nov24 Nov25
Return-on-Tangible-Equity
Get a 7-Day Free Trial 35.94 -13.28 8.45 5.00 6.45

Mobius Investment Trust Semi-Annual Data
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 24.44 -1.87 11.91 -17.20 30.23

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

For the Asset Management subindustry, Mobius 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.


Mobius Investment Trust Return-on-Tangible-Equity vs Asset Management Industry

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

* The bar in red indicates where Mobius Investment Trust's Return-on-Tangible-Equity falls into.


LSE:MMIT
42GF Score
Mobius Investment Trust PLC LSE:MMIT
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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Mobius Investment Trust Return-on-Tangible-Equity Calculation

Mobius Investment Trust's annualized Return-on-Tangible-Equity for the fiscal year that ended in Nov. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Nov. 2025 )  (A: Nov. 2024 )(A: Nov. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Nov. 2025 )  (A: Nov. 2024 )(A: Nov. 2025 )
=11.502/( (173.584+183.124 )/ 2 )
=11.502/178.354
=6.45 %

Mobius Investment 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 )
=51.464/( (157.392+183.124)/ 2 )
=51.464/170.258
=30.23 %

* 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 30.23% mean?
Mobius Investment Trust (LSE:MMIT) has a Return-on-Tangible-Equity of 30.23% 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 Mobius Investment Trust and its competitors. This is 306% above median its historical median of 7.45. According to the industry distribution chart, Mobius Investment Trust ranks #824 out of 1589 companies in the Asset Management industry, placing it in the top 51.9%.
Is Mobius Investment Trust's Return-on-Tangible-Equity too high?
Mobius Investment Trust's current Return-on-Tangible-Equity of 30.23% is 306% above median its 10-year median of 7.45. The Asset Management industry median Return-on-Tangible-Equity is 7.21. Mobius Investment Trust's value of 30.23% is 319.3% above this industry median. Based on the distribution chart, Mobius Investment Trust ranks #824 out of 1589 companies in the Asset Management industry, which is below the industry midpoint. Overall, Mobius Investment Trust has a GF Score™ of 42/100, reflecting its overall financial health beyond just this single metric.
How does Mobius Investment Trust's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Mobius Investment Trust ranks #824 out of 1589 companies for Return-on-Tangible-Equity. This places Mobius Investment Trust in the lower half of its industry. The industry median Return-on-Tangible-Equity is 7.21. Mobius Investment Trust's value of 30.23% is 319.3% above this benchmark. While the company's 10-year median is 7.45 vs. the industry median of 7.21, Mobius 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. Mobius Investment Trust's current Return-on-Tangible-Equity of 30.23% is 319.3% 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 Mobius 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. Mobius Investment Trust's current Return-on-Tangible-Equity is 30.23%, which is 306% above median its own 10-year median of 7.45. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Mobius Investment Trust stock overvalued right now?
Mobius Investment Trust (LSE:MMIT) has a current Return-on-Tangible-Equity of 30.23%. The current Return-on-Tangible-Equity is 30.23%, which is 306% above median its 10-year median of 7.45 and 319.3% above the Asset Management industry median of 7.21. Mobius Investment Trust's overall GF Score™ is 42/100 with 5 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 Mobius Investment Trust (LSE:MMIT), the current Return-on-Tangible-Equity is 30.23% 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.

Mobius Investment Trust Business Description

Address 25 Southampton Buildings, London, GBR, WC2A 1AL
Mobius Investment Trust PLC is a closed-ended investment company. The company invests in listed or traded companies that are exposed directly or indirectly to emerging or frontier markets to achieve its investment objective. The investment objective of the company is to achieve long-term capital growth and income returns predominantly through investment in a diversified portfolio of companies exposed directly or indirectly to emerging or frontier markets.
42GF Score

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

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