HKHC (Horizon Kinetics Holding) ROE % Adjusted to Book Value: 51.71% (As of Mar. 2026)


HKHC Horizon Kinetics Holding Corp HKHC
56 GF Score
Price $33.00
GF Value $27.87
Valuation Modestly Overvalued
! 4 Warning Signs
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What is Horizon Kinetics Holding ROE % Adjusted to Book Value?

Horizon Kinetics Holding HKHC -2.88% 56 ROE % Adjusted to Book Value is 51.71% as of Mar. 2026. GuruFocus rates HKHC with a GF Score™ of 56/100 and a GF Value™ of $27.87 (Modestly Overvalued). The stock has 4 warning signs investors should review.

Horizon Kinetics Holding's ROE % for the quarter that ended in Mar. 2026 was 77.56%. Horizon Kinetics Holding's PB Ratio for the quarter that ended in Mar. 2026 was 1.50. Horizon Kinetics Holding's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 51.71%.


Horizon Kinetics Holding ROE % Adjusted to Book Value Related Terms


Horizon Kinetics Holding ROE % Adjusted to Book Value Historical Data

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The historical data trend for Horizon Kinetics Holding'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.

Horizon Kinetics Holding ROE % Adjusted to Book Value Chart

Horizon Kinetics Holding Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only -37.27 -122.04 -70.67 17.09 1.17

Horizon Kinetics Holding Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 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 14.89 -5.16 4.15 -12.92 51.71

HKHC vs VINP, PDT, NCDL: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Horizon Kinetics Holding'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.


Horizon Kinetics Holding ROE % Adjusted to Book Value vs Asset Management Industry

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

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


HKHC
56GF Score
Horizon Kinetics Holding Corp HKHC
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Horizon Kinetics Holding ROE % Adjusted to Book Value Calculation

Horizon Kinetics Holding's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=1.51% / 1.29
=1.17%

Horizon Kinetics Holding'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
=77.56% / 1.50
=51.71%

* 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 51.71% mean?
Horizon Kinetics Holding (HKHC) has a ROE % Adjusted to Book Value of 51.71% 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 Horizon Kinetics Holding and its competitors.
Is Horizon Kinetics Holding's ROE % Adjusted to Book Value too high?
Horizon Kinetics Holding's current ROE % Adjusted to Book Value is 51.71%. Overall, Horizon Kinetics Holding has a GF Score™ of 56/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Horizon Kinetics Holding's ROE % Adjusted to Book Value compare to VINP and PDT?
Horizon Kinetics Holding's ROE % Adjusted to Book Value of 51.71% 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 Horizon Kinetics Holding and its competitors. Horizon Kinetics Holding's current ROE % Adjusted to Book Value is 51.71%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Horizon Kinetics Holding stock overvalued right now?
Based on GuruFocus' analysis, Horizon Kinetics Holding (HKHC) is currently considered Modestly Overvalued. The stock's GF Value™ is $27.87, compared to a current price of $33.00 — trading 18.4% above its estimated fair value. The current ROE % Adjusted to Book Value is 51.71%. Horizon Kinetics Holding's overall GF Score™ is 56/100 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 Horizon Kinetics Holding (HKHC), the current ROE % Adjusted to Book Value is 51.71% 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 Horizon Kinetics Holding (HKHC) Overvalued in 2026?

Based on GuruFocus' analysis, Horizon Kinetics Holding stock appears to be overvalued. The current stock price of $33.00 is trading 18.4% above its estimated GF Value™ of $27.87. GuruFocus considers Horizon Kinetics Holding to be Modestly Overvalued.

Key valuation signals for HKHC:

  • ROE % Adjusted to Book Value: 51.71%
  • GF Value™: $27.87 vs. price of $33.00 (18.4% above fair value)
  • GF Score™: 56/100 with 4 warning signs

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


Horizon Kinetics Holding Business Description

Address 470 Park Avenue S, New York, NY, USA, 10061
Horizon Kinetics Holding Corp offers investment advisory services. The company provides proprietary research and investment advisory services for alternative value-based investing strategies. The fees earned, which include both management and performance fees, depend upon several factors, including the investment strategies, size of account and servicing needs. Geographically, the company operates in United States.
56GF 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.

$33.00
Price
$27.87
GF Value