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Monks Investment Trust (The)LSE:MNKS -0.38%38 Return-on-Tangible-Equity is -1.34% as of Apr. 2026. GuruFocus rates LSE:MNKS with a GF Score™ of 38/100. The stock has 4 warning signs investors should review. Among 1,589 Asset Management companies, Monks Investment Trust (The) ranks better than 82.95% 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. Monks Investment Trust (The)'s annualized net income for the quarter that ended in Apr. 2026 was £-35.1 Mil. Monks Investment Trust (The)'s average shareholder tangible equity for the quarter that ended in Apr. 2026 was £2,608.2 Mil. Therefore, Monks Investment Trust (The)'s annualized Return-on-Tangible-Equity for the quarter that ended in Apr. 2026 was -1.34%.
The historical rank and industry rank for Monks Investment Trust (The)'s Return-on-Tangible-Equity or its related term are showing as below:
LSE:MNKS'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -21.93 Med: 12.78 Max: 41.73
Current: 25.15
During the past 13 years, Monks Investment Trust (The)'s highest Return-on-Tangible-Equity was 41.73%. The lowest was -21.93%. And the median was 12.78%.
LSE:MNKS's Return-on-Tangible-Equity is ranked better than 82.95% of 1589
companies
in the Asset Management industry
Industry Median: 7.21
vs LSE:MNKS: 25.15
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.
Monks Investment Trust (The) Return-on-Tangible-Equity Related Terms
Monks Investment Trust (The) 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:MNKS vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, Monks Investment Trust (The)'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.
Monks Investment Trust (The) Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Monks Investment Trust (The)'s Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Monks Investment Trust (The)'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 -1.34% mean?
Monks Investment Trust (The) (LSE:MNKS) has a Return-on-Tangible-Equity of -1.34% 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 Monks Investment Trust (The) and its competitors. According to the industry distribution chart, Monks Investment Trust (The) ranks #271 out of 1589 companies in the Asset Management industry, placing it in the top 17.1%.
Is Monks Investment Trust (The)'s Return-on-Tangible-Equity too high?
Monks Investment Trust (The)'s current Return-on-Tangible-Equity is -1.34%. Based on the distribution chart, Monks Investment Trust (The) ranks #271 out of 1589 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Monks Investment Trust (The) has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does Monks Investment Trust (The)'s Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Monks Investment Trust (The) ranks #271 out of 1589 companies for Return-on-Tangible-Equity. This places Monks Investment Trust (The) in the top 17% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.21. 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. 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 Monks Investment Trust (The) 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. Monks Investment Trust (The)'s current Return-on-Tangible-Equity is -1.34%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Monks Investment Trust (The) stock overvalued right now?
Monks Investment Trust (The) (LSE:MNKS) has a current Return-on-Tangible-Equity of -1.34%. The current Return-on-Tangible-Equity is -1.34%. Monks Investment Trust (The)'s overall GF Score™ is 38/100 with 4 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 Monks Investment Trust (The) (LSE:MNKS), the current Return-on-Tangible-Equity is -1.34% 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.
Monks Investment Trust (The) PLC operates as an investment trust. Its investment objective is to invest internationally to achieve capital growth, which takes priority over income and dividends. The company invests principally in a portfolio of internationally quoted equities. It has a presence in North America, Continental Europe, Asia, Japan, and Other Countries. The company invests in Technology, Telecommunications, Financials, Consumer Services, Healthcare, Consumer Goods, Industrials, Oil and Gas, and Basic Materials. It is engaged in a single segment of business, being that of an investment trust company. It has majority revenue from the Technology sector.
38GF Score
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