WAM Strategic Value (ASX:WAR) ROE % Adjusted to Book Value: 12.66% (As of Dec. 2025)


ASX:WAR WAM Strategic Value Ltd ASX:WAR
62 GF Score
Price A$1.07
GF Value A$1.21
Valuation Modestly Undervalued
! 3 Warning Signs
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What is WAM Strategic Value ROE % Adjusted to Book Value?

WAM Strategic Value ASX:WAR +0.47% 62 ROE % Adjusted to Book Value is 12.66% as of Dec. 2025. GuruFocus rates ASX:WAR with a GF Score™ of 62/100 and a GF Value™ of A$1.21 (Modestly Undervalued). The stock has 3 warning signs investors should review.

WAM Strategic Value's ROE % for the quarter that ended in Dec. 2025 was 10.89%. WAM Strategic Value's PB Ratio for the quarter that ended in Dec. 2025 was 0.86. WAM Strategic Value's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 12.66%.

WAM Strategic Value ROE % Adjusted to Book Value Related Terms

WAM Strategic Value ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for WAM Strategic Value'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.

WAM Strategic Value ROE % Adjusted to Book Value Chart

WAM Strategic Value Annual Data
Trend Mar21 Jun23 Jun24 Jun25
ROE % Adjusted to Book Value
0.00 8.90 11.54 5.89

WAM Strategic Value Semi-Annual Data
Mar21 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % Adjusted to Book Value Get a 7-Day Free Trial 6.85 16.29 4.86 6.75 12.66

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

For the Asset Management subindustry, WAM Strategic Value'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.

WAM Strategic Value ROE % Adjusted to Book Value vs Asset Management Industry

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

* The bar in red indicates where WAM Strategic Value's ROE % Adjusted to Book Value falls into.


ASX:WAR
62GF Score
WAM Strategic Value Ltd ASX:WAR
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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WAM Strategic Value ROE % Adjusted to Book Value Calculation

WAM Strategic Value'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
=4.95% / 0.84
=5.89%

WAM Strategic Value'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
=10.89% / 0.86
=12.66%

* 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 12.66% mean?
WAM Strategic Value (ASX:WAR) has a ROE % Adjusted to Book Value of 12.66% 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 WAM Strategic Value and its competitors.
Is WAM Strategic Value's ROE % Adjusted to Book Value too high?
WAM Strategic Value's current ROE % Adjusted to Book Value is 12.66%. Overall, WAM Strategic Value has a GF Score™ of 62/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does WAM Strategic Value's ROE % Adjusted to Book Value compare to BLK and BX?
WAM Strategic Value's ROE % Adjusted to Book Value of 12.66% 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 WAM Strategic Value and its competitors. WAM Strategic Value's current ROE % Adjusted to Book Value is 12.66%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WAM Strategic Value stock overvalued right now?
Based on GuruFocus' analysis, WAM Strategic Value (ASX:WAR) is currently considered Modestly Undervalued. The stock's GF Value™ is A$1.21, compared to a current price of A$1.07 — trading 11.6% below its estimated fair value. The current ROE % Adjusted to Book Value is 12.66%. WAM Strategic Value's overall GF Score™ is 62/100 with 3 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 WAM Strategic Value (ASX:WAR), the current ROE % Adjusted to Book Value is 12.66% 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 WAM Strategic Value (ASX:WAR) Overvalued in 2026?

Based on GuruFocus' analysis, WAM Strategic Value stock appears to be undervalued. The current stock price of A$1.07 is trading 11.6% below its estimated GF Value™ of A$1.21. GuruFocus considers WAM Strategic Value to be Modestly Undervalued.

Key valuation signals for ASX:WAR:

  • ROE % Adjusted to Book Value: 12.66%
  • GF Value™: A$1.21 vs. price of A$1.07 (11.6% below fair value)
  • GF Score™: 62/100 with 3 warning signs

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

WAM Strategic Value Business Description

Address 1 Farrer Place, Level 26, Governor Phillip Tower, Sydney, NSW, AUS, 2000
WAM Strategic Value Ltd is an investment company. The company is engaged in investing activities, including cash, term deposits, and equity investments. Its investment objectives are to provide capital growth over the medium-to-long term, deliver a stream of dividends, and preserve capital while providing shareholders with exposure to a diversified equities portfolio.
62GF Score

Get the complete analysis for ASX:WAR

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

A$1.07
Price
A$1.21
GF Value