Polar Capital HoldingsPLRRF +16.32%79 Return-on-Tangible-Equity is 32.09% as of Sep. 2025, which is 6% below its 10-year median of 34.25. GuruFocus rates PLRRF with a GF Score™ of 79/100 and a GF Value™ of $8.06 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 1,588 Asset Management companies, Polar Capital Holdings ranks better than 87.53% 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. Polar Capital Holdings's annualized net income for the quarter that ended in Sep. 2025 was $55.2 Mil. Polar Capital Holdings's average shareholder tangible equity for the quarter that ended in Sep. 2025 was $172.1 Mil. Therefore, Polar Capital Holdings's annualized Return-on-Tangible-Equity for the quarter that ended in Sep. 2025 was 32.09%.
The historical rank and industry rank for Polar Capital Holdings's Return-on-Tangible-Equity or its related term are showing as below:
PLRRF'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 21.91 Med: 34.25 Max: 53.09
Current: 31.17
During the past 13 years, Polar Capital Holdings's highest Return-on-Tangible-Equity was 53.09%. The lowest was 21.91%. And the median was 34.25%.
PLRRF's Return-on-Tangible-Equity is ranked better than 87.53% of 1588
companies
in the Asset Management industry
Industry Median: 7.165
vs PLRRF: 31.17
Polar Capital Holdings (OTCPK:PLRRF) 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.
Polar Capital Holdings Return-on-Tangible-Equity Related Terms
Polar Capital Holdings Return-on-Tangible-Equity Historical Data
* Premium members only.
The historical data trend for Polar Capital Holdings'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.
Polar Capital Holdings Return-on-Tangible-Equity Chart
PLRRF vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison
For the Asset Management subindustry, Polar Capital Holdings'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.
Polar Capital Holdings Return-on-Tangible-Equity vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Polar Capital Holdings's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Polar Capital Holdings'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 32.09% mean?
Polar Capital Holdings (PLRRF) has a Return-on-Tangible-Equity of 32.09% 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 Polar Capital Holdings and its competitors. This is near median its historical median of 34.25. Over the past decade, Polar Capital Holdings' Return-on-Tangible-Equity has ranged from 21.91 to 53.09. According to the industry distribution chart, Polar Capital Holdings ranks #198 out of 1588 companies in the Asset Management industry, placing it in the top 12.5%.
Is Polar Capital Holdings' Return-on-Tangible-Equity too high?
Polar Capital Holdings' current Return-on-Tangible-Equity of 32.09% is near median its 10-year median of 34.25. Over the past 10 years, this metric has ranged from a low of 21.91 to a high of 53.09. The Asset Management industry median Return-on-Tangible-Equity is 7.17. Polar Capital Holdings' value of 32.09% is 347.9% above this industry median. Based on the distribution chart, Polar Capital Holdings ranks #198 out of 1588 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Polar Capital Holdings has a GF Score™ of 79/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Polar Capital Holdings' Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Polar Capital Holdings ranks #198 out of 1588 companies for Return-on-Tangible-Equity. This places Polar Capital Holdings in the top 13% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.17. Polar Capital Holdings' value of 32.09% is 347.9% above this benchmark. Historically, Polar Capital Holdings' own Return-on-Tangible-Equity has ranged from 21.91 to 53.09 over the past decade. While the company's 10-year median is 34.25 vs. the industry median of 7.17, Polar Capital Holdings 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 7.17, based on 1,588 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. Polar Capital Holdings's current Return-on-Tangible-Equity of 32.09% is 347.9% 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 Polar Capital Holdings and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.17 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Polar Capital Holdings's current Return-on-Tangible-Equity is 32.09%, which is near median its own 10-year median of 34.25. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Polar Capital Holdings stock overvalued right now?
Based on GuruFocus' analysis, Polar Capital Holdings (PLRRF) is currently considered Significantly Overvalued. The stock's GF Value™ is $8.06, compared to a current price of $10.76 — trading 33.5% above its estimated fair value. The current Return-on-Tangible-Equity is 32.09%, which is near median its 10-year median of 34.25 and 347.9% above the Asset Management industry median of 7.17. Polar Capital Holdings' overall GF Score™ is 79/100 with 8 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 Polar Capital Holdings (PLRRF), the current Return-on-Tangible-Equity is 32.09% 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 Polar Capital Holdings (PLRRF) Overvalued in 2026?
Based on GuruFocus' analysis, Polar Capital Holdings stock appears to be overvalued.
The current stock price of $10.76 is trading 33.5% above its estimated GF Value™ of $8.06.
GuruFocus considers Polar Capital Holdings to be Significantly Overvalued.
Key valuation signals for PLRRF:
Return-on-Tangible-Equity: 32.09% (near median its 10-year median of 34.25)
GF Value™: $8.06 vs. price of $10.76 (33.5% above fair value)
Industry Position: 347.9% above the Asset Management median (#198 of 1588)
No single metric tells the full story. See the PLRRF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Polar Capital Holdings PLC is a specialist investment management company. It offers professional and institutional investors a range of geographical and sector funds. The company has long-only and absolute return funds in its product range. The company offers fundamental funds that are diversified by asset class, geography, sector, and structure. The company has one operating segment, which is investment management. It operates in the United Kingdom, Ireland, Cayman Islands, Rest of Europe, United States of America, and Rest of the world. The group's revenue-generating operations are in London and Zurich.
79GF Score
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