Future Generation Global Investment Co (ASX:FGG) ROE % Adjusted to Book Value: 6.70% (As of Dec. 2025)


ASX:FGG Future Generation Global Investment Co Ltd ASX:FGG
37 GF Score
Price A$1.69
GF Value A$0.96
Valuation Significantly Overvalued
! 6 Warning Signs
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What is Future Generation Global Investment Co ROE % Adjusted to Book Value?

Future Generation Global Investment Co ASX:FGG +0.60% 37 ROE % Adjusted to Book Value is 6.70% as of Dec. 2025. GuruFocus rates ASX:FGG with a GF Score™ of 37/100 and a GF Value™ of A$0.96 (Significantly Overvalued). The stock has 6 warning signs investors should review.

Future Generation Global Investment Co's ROE % for the quarter that ended in Dec. 2025 was 6.50%. Future Generation Global Investment Co's PB Ratio for the quarter that ended in Dec. 2025 was 0.97. Future Generation Global Investment Co's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 6.70%.


Future Generation Global Investment Co ROE % Adjusted to Book Value Related Terms


Future Generation Global Investment Co ROE % Adjusted to Book Value Historical Data

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The historical data trend for Future Generation Global Investment Co's ROE % Adjusted to Book Value 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.

Future Generation Global Investment Co ROE % Adjusted to Book Value Chart

Future Generation Global Investment Co Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only 7.80 -17.89 12.05 18.25 7.89

Future Generation Global Investment Co Semi-Annual Data
Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % Adjusted to Book Value 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 2.89 17.74 19.20 9.14 6.70

ASX:FGG vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Future Generation Global Investment Co's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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.


Future Generation Global Investment Co ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Future Generation Global Investment Co's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Future Generation Global Investment Co's ROE % Adjusted to Book Value falls into.


ASX:FGG
37GF Score
Future Generation Global Investment Co Ltd ASX:FGG
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Future Generation Global Investment Co ROE % Adjusted to Book Value Calculation

Future Generation Global Investment Co's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=7.65% / 0.97
=7.89%

Future Generation Global Investment Co's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=6.50% / 0.97
=6.70%

* 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.

What does a ROE % Adjusted to Book Value of 6.70% mean?
Future Generation Global Investment Co (ASX:FGG) has a ROE % Adjusted to Book Value of 6.70% as of Dec. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Future Generation Global Investment Co and its competitors.
Is Future Generation Global Investment Co's ROE % Adjusted to Book Value too high?
Future Generation Global Investment Co's current ROE % Adjusted to Book Value is 6.70%. Overall, Future Generation Global Investment Co has a GF Score™ of 37/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Future Generation Global Investment Co's ROE % Adjusted to Book Value compare to BLK and BX?
Future Generation Global Investment Co's ROE % Adjusted to Book Value of 6.70% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Future Generation Global Investment Co and its competitors. Future Generation Global Investment Co's current ROE % Adjusted to Book Value is 6.70%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Future Generation Global Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Future Generation Global Investment Co (ASX:FGG) is currently considered Significantly Overvalued. The stock's GF Value™ is A$0.96, compared to a current price of A$1.69 — trading 76% above its estimated fair value. The current ROE % Adjusted to Book Value is 6.70%. Future Generation Global Investment Co's overall GF Score™ is 37/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Future Generation Global Investment Co (ASX:FGG), the current ROE % Adjusted to Book Value is 6.70% as of Dec. 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 Future Generation Global Investment Co (ASX:FGG) Overvalued in 2026?

Based on GuruFocus' analysis, Future Generation Global Investment Co stock appears to be overvalued. The current stock price of A$1.69 is trading 76% above its estimated GF Value™ of A$0.96. GuruFocus considers Future Generation Global Investment Co to be Significantly Overvalued.

Key valuation signals for ASX:FGG:

  • ROE % Adjusted to Book Value: 6.70%
  • GF Value™: A$0.96 vs. price of A$1.69 (76% above fair value)
  • GF Score™: 37/100 with 6 warning signs

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


Future Generation Global Investment Co Business Description

Address 1 Farrer Place, Level 26, Governor Phillip Tower, Sydney, NSW, AUS, 2000
Future Generation Global Investment Co Ltd provides diversified exposure to all over the world equities while also helping to improve the lives of young Australians affected by mental health issues. It is engaged in investing in unlisted unit trusts and deriving income from cash and cash equivalents. The principal activity of the Company is investing in equity fund managers while also investing in organizations promoting wellbeing and preventing mental ill-health in young Australians.
37GF Score

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

A$1.69
Price
A$0.96
GF Value