Record (CHIX:RECL) ROE % Adjusted to Book Value: 7.68% (As of Mar. 2026)


CHIX:RECL Record PLC CHIX:RECL
55 GF Score
Price £0.46
GF Value £0.57
Valuation Modestly Undervalued
! 4 Warning Signs
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What is Record ROE % Adjusted to Book Value?

Record CHIX:RECL -2.11% 55 ROE % Adjusted to Book Value is 7.68% as of Mar. 2026. GuruFocus rates CHIX:RECL with a GF Score™ of 55/100 and a GF Value™ of £0.57 (Modestly Undervalued). The stock has 4 warning signs investors should review.

Record's ROE % for the quarter that ended in Mar. 2026 was 28.43%. Record's PB Ratio for the quarter that ended in Mar. 2026 was 3.70. Record's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 7.68%.


Record ROE % Adjusted to Book Value Related Terms


Record ROE % Adjusted to Book Value Historical Data

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The historical data trend for Record'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.

Record ROE % Adjusted to Book Value Chart

Record Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 7.36

Record Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
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 Premium Member Only 0.00 0.00 0.00 6.38 7.68

CHIX:RECL vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Record'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.


Record ROE % Adjusted to Book Value vs Asset Management Industry

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

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


CHIX:RECL
55GF Score
Record PLC CHIX:RECL
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Record ROE % Adjusted to Book Value Calculation

Record's ROE % Adjusted to Book Value for the fiscal year that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=27.22% / 3.70
=7.36%

Record's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=28.43% / 3.70
=7.68%

* 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 7.68% mean?
Record (CHIX:RECL) has a ROE % Adjusted to Book Value of 7.68% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Record and its competitors.
Is Record's ROE % Adjusted to Book Value too high?
Record's current ROE % Adjusted to Book Value is 7.68%. Overall, Record has a GF Score™ of 55/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Record's ROE % Adjusted to Book Value compare to BLK and BX?
Record's ROE % Adjusted to Book Value of 7.68% 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 Record and its competitors. Record's current ROE % Adjusted to Book Value is 7.68%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Record stock overvalued right now?
Based on GuruFocus' analysis, Record (CHIX:RECL) is currently considered Modestly Undervalued. The stock's GF Value™ is £0.57, compared to a current price of £0.46 — trading 18.8% below its estimated fair value. The current ROE % Adjusted to Book Value is 7.68%. Record's overall GF Score™ is 55/100 with 4 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 Record (CHIX:RECL), the current ROE % Adjusted to Book Value is 7.68% as of Mar. 2026. 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 Record (CHIX:RECL) Overvalued in 2026?

Based on GuruFocus' analysis, Record stock appears to be undervalued. The current stock price of £0.46 is trading 18.8% below its estimated GF Value™ of £0.57. GuruFocus considers Record to be Modestly Undervalued.

Key valuation signals for CHIX:RECL:

  • ROE % Adjusted to Book Value: 7.68%
  • GF Value™: £0.57 vs. price of £0.46 (18.8% below fair value)
  • GF Score™: 55/100 with 4 warning signs

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


Record Business Description

Other Exchanges REC:UK
Address 3 Sheldon Square, Paddington, Westminster, London, GBR, W2 6HY
Record PLC is a United Kingdom-based company currency and asset management firm. The company provides services to clients such as pension funds, charities, foundations, endowments, family offices, and other fund managers and corporate entities. Geographically, it derives a majority of its revenue from the United States and also has a presence in the United Kingdom, Switzerland, Europe (excluding UK and Switzerland), and other countries. Revenue comprises mainly management fees and performance fees. Its reportable segments are Currency Management and Asset Management. The maximum revenue is derived from the currency management segment which comprises bespoke solutions for clients including Passive Hedging, Dynamic Hedging, Hedging for Asset Managers, and FX Alpha products.
55GF 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.

£0.46
Price
£0.57
GF Value