Herald Investment Trust's ROE % for the quarter that ended in Dec. 2025 was 10.42%. Herald Investment Trust's PB Ratio for the quarter that ended in Dec. 2025 was 0.80.
Herald Investment Trust's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 13.03%.
Herald Investment Trust ROE % Adjusted to Book Value Related Terms
Herald Investment Trust ROE % Adjusted to Book Value Historical Data
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The historical data trend for Herald 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.
Herald Investment Trust ROE % Adjusted to Book Value Chart
CHIX:HRIL vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison
For the Asset Management subindustry, Herald 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.
Herald Investment Trust ROE % Adjusted to Book Value vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Herald Investment Trust's ROE % Adjusted to Book Value distribution charts can be found below:
* The bar in red indicates where Herald 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 13.03% mean?
Herald Investment Trust (CHIX:HRIL) has a ROE % Adjusted to Book Value of 13.03% 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 Herald Investment Trust and its competitors.
Is Herald Investment Trust's ROE % Adjusted to Book Value too high?
Herald Investment Trust's current ROE % Adjusted to Book Value is 13.03%. Overall, Herald Investment Trust has a GF Score™ of 54/100, reflecting its overall financial health beyond just this single metric.
How does Herald Investment Trust's ROE % Adjusted to Book Value compare to BLK and BX?
Herald Investment Trust's ROE % Adjusted to Book Value of 13.03% 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 Herald Investment Trust and its competitors. Herald Investment Trust's current ROE % Adjusted to Book Value is 13.03%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Herald Investment Trust stock overvalued right now?
Herald Investment Trust (CHIX:HRIL) has a current ROE % Adjusted to Book Value of 13.03%. The stock's GF Value™ is £38.03, compared to a current price of £21.60 — trading 43.2% below its estimated fair value. The current ROE % Adjusted to Book Value is 13.03%. Herald Investment Trust's overall GF Score™ is 54/100 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 Herald Investment Trust (CHIX:HRIL), the current ROE % Adjusted to Book Value is 13.03% 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 Herald Investment Trust (CHIX:HRIL) Overvalued in 2026?
Based on GuruFocus' analysis, Herald Investment Trust stock appears to be undervalued.
The current stock price of £21.60 is trading 43.2% below its estimated GF Value™ of £38.03.
Key valuation signals for CHIX:HRIL:
ROE % Adjusted to Book Value: 13.03%
GF Value™: £38.03 vs. price of £21.60 (43.2% below fair value)
No single metric tells the full story. See the CHIX:HRIL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Herald Investment Trust PLC is a UK-based investment trust that aims to capital appreciation through investments in smaller quoted companies in the areas of telecommunications, multimedia, and technology on a long-term basis. It focuses on a diversified portfolio that offers long-term growth potential and benchmarks its performance against the technology sector. The trust's investment portfolio includes companies that are in the business of software and computer services, technology hardware and equipment, printing and publishing, industrial sectors, support services, and others. Geographically, investments of the company are spread across the UK, North America, Japan, Asia-Pacific, Europe, the Middle East and Africa. The trust's revenue mainly consists of dividends and interest.
54GF 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.
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