Bexil Investment Trust's ROE % for the quarter that ended in Dec. 2025 was 27.51%. Bexil Investment Trust's PB Ratio for the quarter that ended in Dec. 2025 was 0.65.
Bexil Investment Trust's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 42.32%.
Bexil Investment Trust ROE % Adjusted to Book Value Related Terms
Bexil Investment Trust ROE % Adjusted to Book Value Historical Data
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The historical data trend for Bexil Investment Trust'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.
Bexil Investment Trust ROE % Adjusted to Book Value Chart
BXSY vs PNNT, TSI, RWAY: ROE % Adjusted to Book Value Comparison
For the Asset Management subindustry, Bexil Investment Trust'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.
Bexil Investment Trust ROE % Adjusted to Book Value vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Bexil Investment Trust's ROE % Adjusted to Book Value distribution charts can be found below:
* The bar in red indicates where Bexil Investment Trust's ROE % Adjusted to Book Value 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.
What does a ROE % Adjusted to Book Value of 42.32% mean?
Bexil Investment Trust (BXSY) has a ROE % Adjusted to Book Value of 42.32% 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 Bexil Investment Trust and its competitors.
Is Bexil Investment Trust's ROE % Adjusted to Book Value too high?
Bexil Investment Trust's current ROE % Adjusted to Book Value is 42.32%. Overall, Bexil Investment Trust has a GF Score™ of 32/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Bexil Investment Trust's ROE % Adjusted to Book Value compare to PNNT and TSI?
Bexil Investment Trust's ROE % Adjusted to Book Value of 42.32% 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 Bexil Investment Trust and its competitors. Bexil Investment Trust's current ROE % Adjusted to Book Value is 42.32%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Bexil Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, Bexil Investment Trust (BXSY) is currently considered Possible Value Trap. The stock's GF Value™ is $27.45, compared to a current price of $17.13 — trading 37.6% below its estimated fair value. The current ROE % Adjusted to Book Value is 42.32%. Bexil Investment Trust's overall GF Score™ is 32/100 with 5 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 Bexil Investment Trust (BXSY), the current ROE % Adjusted to Book Value is 42.32% 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 Bexil Investment Trust (BXSY) Overvalued in 2026?
Based on GuruFocus' analysis, Bexil Investment Trust stock appears to be undervalued.
The current stock price of $17.13 is trading 37.6% below its estimated GF Value™ of $27.45.
GuruFocus considers Bexil Investment Trust to be Possible Value Trap.
Key valuation signals for BXSY:
ROE % Adjusted to Book Value: 42.32%
GF Value™: $27.45 vs. price of $17.13 (37.6% below fair value)
No single metric tells the full story. See the BXSY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Bexil Investment Trust is a diversified, closed-ended management investment company. The fund's investment objective is to seek high current income with a secondary objective of capital appreciation. The fund seeks to invest in stocks of companies operating across diversified sectors. It mainly invests in dividend-paying stocks of companies across all capitalizations. The Fund seeks to achieve its objectives by investing, under normal circumstances, in income-generating equity securities, including dividend-paying common stocks, convertible securities, preferred stocks, securities of registered investment companies, exchange-traded funds organized as investment companies or otherwise, real estate investment trusts, depositary receipts, and other equity-related securities.
32GF Score
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