Evergent Investments (LTS:0OGH) Return-on-Tangible-Equity: 4.52% (As of Mar. 2026) — Near Median


LTS:0OGH Evergent Investments SA LTS:0OGH
89 GF Score
Price lei1.51
GF Value lei0.88
! 5 Warning Signs
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What is Evergent Investments Return-on-Tangible-Equity?

Evergent Investments LTS:0OGH 89 Return-on-Tangible-Equity is 4.52% as of Mar. 2026, which is 1% above its 10-year median of 4.46. GuruFocus rates LTS:0OGH with a GF Score™ of 89/100 and a GF Value™ of lei0.88. The stock has 5 warning signs investors should review. Among 1,591 Asset Management companies, Evergent Investments ranks better than 54.62% 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. Evergent Investments's annualized net income for the quarter that ended in Mar. 2026 was lei170.5 Mil. Evergent Investments's average shareholder tangible equity for the quarter that ended in Mar. 2026 was lei3,771.0 Mil. Therefore, Evergent Investments's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was 4.52%.

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

LTS:0OGH' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 0.15   Med: 4.46   Max: 9.64
Current: 8.29

During the past 13 years, Evergent Investments's highest Return-on-Tangible-Equity was 9.64%. The lowest was 0.15%. And the median was 4.46%.

LTS:0OGH's Return-on-Tangible-Equity is ranked better than
54.62% of 1591 companies
in the Asset Management industry
Industry Median: 7.21 vs LTS:0OGH: 8.29

Evergent Investments  (LTS:0OGH) 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.


Evergent Investments Return-on-Tangible-Equity Related Terms


Evergent Investments Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Evergent Investments'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.

Evergent Investments Return-on-Tangible-Equity Chart

Evergent Investments Annual Data
Trend Dec13 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.37 4.46 4.73 4.15 7.20

Evergent Investments Quarterly Data
Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 -0.83 14.82 4.84 9.81 4.52

LTS:0OGH vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison

For the Asset Management subindustry, Evergent Investments'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.


Evergent Investments Return-on-Tangible-Equity vs Asset Management Industry

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

* The bar in red indicates where Evergent Investments's Return-on-Tangible-Equity falls into.


LTS:0OGH
89GF Score
Evergent Investments SA LTS:0OGH
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Evergent Investments Return-on-Tangible-Equity Calculation

Evergent Investments's annualized Return-on-Tangible-Equity for the fiscal year that ended in Dec. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=238.176/( (3003.588+3610.79 )/ 2 )
=238.176/3307.189
=7.20 %

Evergent Investments's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=170.488/( (3610.79+3931.269)/ 2 )
=170.488/3771.0295
=4.52 %

* 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 four times the quarterly (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 4.52% mean?
Evergent Investments (LTS:0OGH) has a Return-on-Tangible-Equity of 4.52% 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 Evergent Investments and its competitors. This is near median its historical median of 4.46. Over the past decade, Evergent Investments' Return-on-Tangible-Equity has ranged from 0.15 to 9.64. According to the industry distribution chart, Evergent Investments ranks #722 out of 1591 companies in the Asset Management industry, placing it in the top 45.4%.
Is Evergent Investments' Return-on-Tangible-Equity too high?
Evergent Investments' current Return-on-Tangible-Equity of 4.52% is near median its 10-year median of 4.46. Over the past 10 years, this metric has ranged from a low of 0.15 to a high of 9.64. The Asset Management industry median Return-on-Tangible-Equity is 7.21. Evergent Investments' value of 4.52% is 37.3% below this industry median. Based on the distribution chart, Evergent Investments ranks #722 out of 1591 companies in the Asset Management industry, which is above the industry midpoint. Overall, Evergent Investments has a GF Score™ of 89/100, reflecting its overall financial health beyond just this single metric.
How does Evergent Investments' Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Evergent Investments ranks #722 out of 1591 companies for Return-on-Tangible-Equity. This puts Evergent Investments in the upper half of its industry. The industry median Return-on-Tangible-Equity is 7.21. Evergent Investments' value of 4.52% is 37.3% below this benchmark. Historically, Evergent Investments' own Return-on-Tangible-Equity has ranged from 0.15 to 9.64 over the past decade. While the company's 10-year median is 4.46 vs. the industry median of 7.21, Evergent Investments has consistently been below 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 1,591 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. Evergent Investments's current Return-on-Tangible-Equity of 4.52% is 37.3% below 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 Evergent Investments 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. Evergent Investments's current Return-on-Tangible-Equity is 4.52%, which is near median its own 10-year median of 4.46. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Evergent Investments stock overvalued right now?
Evergent Investments (LTS:0OGH) has a current Return-on-Tangible-Equity of 4.52%. The stock's GF Value™ is lei0.88, compared to a current price of lei1.51 — trading 71% above its estimated fair value. The current Return-on-Tangible-Equity is 4.52%, which is near median its 10-year median of 4.46 and 37.3% below the Asset Management industry median of 7.21. Evergent Investments' overall GF Score™ is 89/100 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 Evergent Investments (LTS:0OGH), the current Return-on-Tangible-Equity is 4.52% 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 Evergent Investments (LTS:0OGH) Overvalued in 2026?

Based on GuruFocus' analysis, Evergent Investments stock appears to be overvalued. The current stock price of lei1.51 is trading 71% above its estimated GF Value™ of lei0.88.

Key valuation signals for LTS:0OGH:

  • Return-on-Tangible-Equity: 4.52% (near median its 10-year median of 4.46)
  • GF Value™: lei0.88 vs. price of lei1.51 (71% above fair value)
  • GF Score™: 89/100 with 5 warning signs
  • Industry Position: 37.3% below the Asset Management median (#722 of 1591)

No single metric tells the full story. See the LTS:0OGH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Evergent Investments Business Description

Other Exchanges EVER:Romania
Address Pictor Aman Street 94 C, Bacau, ROU, 600164
Evergent Investments SA is a Romanian financial investment company. The group has five reporting segments which include financial investment services, manufacture and sale of agricultural machinery, real estate development (apartments, including parking spaces), cultivation of fruit-bearing trees (blueberries), and Others. The company earns the majority of its revenue from the financial investment services segment.
89GF Score

Get the complete analysis for LTS:0OGH

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

lei1.51
Price
lei0.88
GF Value