The historical rank and industry rank for Schroder British Opportunities Trust's Return-on-Tangible-Equity or its related term are showing as below:
LSE:SBO'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 0.44 Med: 2.51 Max: 2.51
Current: 2.29
During the past 4 years, Schroder British Opportunities Trust's highest Return-on-Tangible-Equity was 2.51%. The lowest was 0.44%. And the median was 2.51%.
LSE:SBO's Return-on-Tangible-Equity is ranked worse than 68.05% of 1590
companies
in the Asset Management industry
Industry Median: 7.12
vs LSE:SBO: 2.29
Schroder British Opportunities Trust (LSE:SBO) 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.
Schroder British Opportunities Trust Return-on-Tangible-Equity Related Terms
Schroder British Opportunities Trust 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.
Schroder British Opportunities Trust Return-on-Tangible-Equity Chart
Schroder British Opportunities Trust Annual Data
Trend
Jun21
Mar23
Mar24
Mar25
Return-on-Tangible-Equity
0.00
2.51
2.51
0.44
Schroder British Opportunities Trust Semi-Annual Data
LSE:SBO vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, Schroder British Opportunities 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.
Schroder British Opportunities Trust Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Schroder British Opportunities Trust's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Schroder British Opportunities Trust'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 (Sep. 2025) net income data.
Return-on-Tangible-Equity is displayed in the 10-year financial page.
What does a Return-on-Tangible-Equity of -1.16% mean?
Schroder British Opportunities Trust (LSE:SBO) has a Return-on-Tangible-Equity of -1.16% as of Sep. 2025. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Schroder British Opportunities Trust and its competitors. Over the past decade, Schroder British Opportunities Trust's Return-on-Tangible-Equity has ranged from 0.44 to 2.51. According to the industry distribution chart, Schroder British Opportunities Trust ranks #1082 out of 1590 companies in the Asset Management industry, placing it in the top 68.1%.
Is Schroder British Opportunities Trust's Return-on-Tangible-Equity too high?
Schroder British Opportunities Trust's current Return-on-Tangible-Equity is -1.16%. Over the past 10 years, this metric has ranged from a low of 0.44 to a high of 2.51. Based on the distribution chart, Schroder British Opportunities Trust ranks #1082 out of 1590 companies in the Asset Management industry, which is below the industry midpoint. Overall, Schroder British Opportunities Trust has a GF Score™ of 28/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Schroder British Opportunities Trust's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroder British Opportunities Trust ranks #1082 out of 1590 companies for Return-on-Tangible-Equity. This places Schroder British Opportunities Trust in the lower half of its industry. The industry median Return-on-Tangible-Equity is 7.12. Historically, Schroder British Opportunities Trust's own Return-on-Tangible-Equity has ranged from 0.44 to 2.51 over the past decade. 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 7.12, based on 1,590 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 Schroder British Opportunities Trust and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.12 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schroder British Opportunities Trust's current Return-on-Tangible-Equity is -1.16%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroder British Opportunities Trust stock overvalued right now?
Based on GuruFocus' analysis, Schroder British Opportunities Trust (LSE:SBO) is currently considered Fairly Valued. The stock's GF Value™ is £0.69, compared to a current price of £0.69 — trading right at its estimated fair value. The current Return-on-Tangible-Equity is -1.16%. Schroder British Opportunities Trust's overall GF Score™ is 28/100 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 Schroder British Opportunities Trust (LSE:SBO), the current Return-on-Tangible-Equity is -1.16% as of Sep. 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 Schroder British Opportunities Trust (LSE:SBO) Overvalued in 2026?
Based on GuruFocus' analysis, Schroder British Opportunities Trust stock appears to be undervalued.
The current stock price of £0.69 is trading 0% below its estimated GF Value™ of £0.69.
GuruFocus considers Schroder British Opportunities Trust to be Fairly Valued.
Key valuation signals for LSE:SBO:
Return-on-Tangible-Equity: -1.16%
GF Value™: £0.69 vs. price of £0.69 (0% below fair value)
No single metric tells the full story. See the LSE:SBO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Schroder British Opportunities Trust Business Description
Schroder British Opportunities Trust PLC is an asset management company. Its investment objective is to deliver long-term total returns throughout the company's life by investing in a diversified public equity and private equity portfolio of predominantly UK companies. Its portfolio predominantly consists of securities of UK companies from different sectors such as Software, IT services, Insurance, Hotels, Restaurants & Leisure, Health Care Technology, and others.
28GF Score
Get the complete analysis for LSE:SBO
Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
LSE:SBO has been successfully added to your 
