Personal Assets Trust (LSE:PNL) ROC %: % (As of Apr. 2026)


LSE:PNL Personal Assets Trust PLC LSE:PNL
64 GF Score
Price £5.37
GF Value £6.41
Valuation Modestly Undervalued
! 4 Warning Signs
View Full Analysis

What is Personal Assets Trust ROC %?

Personal Assets Trust LSE:PNL +0.94% 64 ROC % is % as of Apr. 2026. GuruFocus rates LSE:PNL with a GF Score™ of 64/100 and a GF Value™ of £6.41 (Modestly Undervalued). The stock has 4 warning signs investors should review.

ROC %does not apply to banks.

LSE:PNL
64GF Score
Personal Assets Trust PLC LSE:PNL
ROC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
Frequently Asked Questions Learn more about ROC % →
What does a ROC % of % mean?
Personal Assets Trust (LSE:PNL) has a ROC % of % as of Apr. 2026. Return on capital is the ratio of current-period net income to average two-period capital. View historical data on Personal Assets Trust and its competitors.
Is Personal Assets Trust's ROC % too high?
Personal Assets Trust's current ROC % is %. Overall, Personal Assets Trust has a GF Score™ of 64/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Personal Assets Trust's ROC % compare to BLK and BX?
Personal Assets Trust's ROC % of % can be compared against companies in the Asset Management industry. The industry median ROC % is 1.21. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC % for an Asset Management company?
The median ROC % among Asset Management companies is 1.21, based on 707 companies in the industry. Companies in the top quartile (top 25%) have a ROC % significantly above this median, while those in the bottom quartile fall well below. However, ROC % 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 ROC % mean?
A high ROC % can signal that a stock is expensive relative to its fundamentals. Return on capital is the ratio of current-period net income to average two-period capital. View historical data on Personal Assets Trust and its competitors. For the Asset Management industry, the median ROC % is 1.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Personal Assets Trust's current ROC % is %. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Personal Assets Trust stock overvalued right now?
Based on GuruFocus' analysis, Personal Assets Trust (LSE:PNL) is currently considered Modestly Undervalued. The stock's GF Value™ is £6.41, compared to a current price of £5.37 — trading 16.2% below its estimated fair value. The current ROC % is %. Personal Assets Trust's overall GF Score™ is 64/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC % calculated?
ROC % is calculated from a company's financial statements. For Personal Assets Trust (LSE:PNL), the current ROC % is % 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.

Is Personal Assets Trust (LSE:PNL) Overvalued in 2026?

Based on GuruFocus' analysis, Personal Assets Trust stock appears to be undervalued. The current stock price of £5.37 is trading 16.2% below its estimated GF Value™ of £6.41. GuruFocus considers Personal Assets Trust to be Modestly Undervalued.

Key valuation signals for LSE:PNL:

  • ROC %: %
  • GF Value™: £6.41 vs. price of £5.37 (16.2% below fair value)
  • GF Score™: 64/100 with 4 warning signs

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

Personal Assets Trust Business Description

Address 28 Walker Street, Edinburgh, Scotland, GBR, EH3 7HR
Personal Assets Trust PLC is an investment trust for private investors, ranging from first-time savers to experienced investors. The Company carries on the business of an investment trust and has been approved as such by HM Revenue & Customs. Its investment policy is to protect and increase, in that order, the value of shareholders' funds per share over the long term.
64GF Score

Get the complete analysis for LSE:PNL

ROC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£5.37
Price
£6.41
GF Value