Lowell Resources Fund (ASX:LRT) ROE % Adjusted to Book Value: 124.00% (As of Dec. 2025)


ASX:LRT Lowell Resources Fund ASX:LRT
52 GF Score
Price A$2.47
GF Value A$11.54
Valuation Possible Value Trap
! 2 Warning Signs
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What is Lowell Resources Fund ROE % Adjusted to Book Value?

Lowell Resources Fund ASX:LRT +2.07% 52 ROE % Adjusted to Book Value is 124.00% as of Dec. 2025. GuruFocus rates ASX:LRT with a GF Score™ of 52/100 and a GF Value™ of A$11.54 (Possible Value Trap). The stock has 2 warning signs investors should review.

Lowell Resources Fund's ROE % for the quarter that ended in Dec. 2025 was 96.72%. Lowell Resources Fund's PB Ratio for the quarter that ended in Dec. 2025 was 0.78. Lowell Resources Fund's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 124.00%.


Lowell Resources Fund ROE % Adjusted to Book Value Related Terms


Lowell Resources Fund ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Lowell Resources Fund'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.

Lowell Resources Fund ROE % Adjusted to Book Value Chart

Lowell Resources Fund Annual Data
Trend Sep17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only 42.33 1.44 0.15 3.38 49.13

Lowell Resources Fund Semi-Annual Data
Sep17 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 38.42 -28.20 8.33 82.72 124.00

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

For the Asset Management subindustry, Lowell Resources Fund'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.


Lowell Resources Fund ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Lowell Resources Fund's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Lowell Resources Fund's ROE % Adjusted to Book Value falls into.


ASX:LRT
52GF Score
Lowell Resources Fund ASX:LRT
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Lowell Resources Fund ROE % Adjusted to Book Value Calculation

Lowell Resources Fund's ROE % Adjusted to Book Value for the fiscal year that ended in Jun. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=38.81% / 0.79
=49.13%

Lowell Resources Fund'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
=96.72% / 0.78
=124.00%

* 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 124.00% mean?
Lowell Resources Fund (ASX:LRT) has a ROE % Adjusted to Book Value of 124.00% 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 Lowell Resources Fund and its competitors.
Is Lowell Resources Fund's ROE % Adjusted to Book Value too high?
Lowell Resources Fund's current ROE % Adjusted to Book Value is 124.00%. Overall, Lowell Resources Fund has a GF Score™ of 52/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Lowell Resources Fund's ROE % Adjusted to Book Value compare to BLK and BX?
Lowell Resources Fund's ROE % Adjusted to Book Value of 124.00% 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 Lowell Resources Fund and its competitors. Lowell Resources Fund's current ROE % Adjusted to Book Value is 124.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lowell Resources Fund stock overvalued right now?
Based on GuruFocus' analysis, Lowell Resources Fund (ASX:LRT) is currently considered Possible Value Trap. The stock's GF Value™ is A$11.54, compared to a current price of A$2.47 — trading 78.6% below its estimated fair value. The current ROE % Adjusted to Book Value is 124.00%. Lowell Resources Fund's overall GF Score™ is 52/100 with 2 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 Lowell Resources Fund (ASX:LRT), the current ROE % Adjusted to Book Value is 124.00% 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 Lowell Resources Fund (ASX:LRT) Overvalued in 2026?

Based on GuruFocus' analysis, Lowell Resources Fund stock appears to be undervalued. The current stock price of A$2.47 is trading 78.6% below its estimated GF Value™ of A$11.54. GuruFocus considers Lowell Resources Fund to be Possible Value Trap.

Key valuation signals for ASX:LRT:

  • ROE % Adjusted to Book Value: 124.00%
  • GF Value™: A$11.54 vs. price of A$2.47 (78.6% below fair value)
  • GF Score™: 52/100 with 2 warning signs

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


Lowell Resources Fund Business Description

Address 8 Chapel Street, Cremorne, Sydney, VIC, AUS, 3121
Lowell Resources Fund is a unit trust that is focused on investing in shares and other financial products issued by resources companies listed on Australian and overseas stock exchanges. It is a specialist Managed Investment Fund that focuses its stock selection on junior resource companies that have achieved exploration success, have established a potentially commercial resource base, and are considered to have a good probability of building on that initial success and moving into production. The fund operates predominantly in Australia and is engaged solely in investment activities, deriving revenue from dividends and distribution income, interest income, and the sale of its investments.
52GF 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$2.47
Price
A$11.54
GF Value