EPE Capital Partners (JSE:EPE) ROE % Adjusted to Book Value: 0.42% (As of Dec. 2025)


JSE:EPE EPE Capital Partners Ltd JSE:EPE
60 GF Score
Price R5.65
GF Value R6.20
Valuation Fairly Valued
! 1 Warning Sign
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What is EPE Capital Partners ROE % Adjusted to Book Value?

EPE Capital Partners JSE:EPE -3.42% 60 ROE % Adjusted to Book Value is 0.42% as of Dec. 2025. GuruFocus rates JSE:EPE with a GF Score™ of 60/100 and a GF Value™ of R6.20 (Fairly Valued). The stock has 1 warning sign investors should review.

EPE Capital Partners's ROE % for the quarter that ended in Dec. 2025 was 0.37%. EPE Capital Partners's PB Ratio for the quarter that ended in Dec. 2025 was 0.88. EPE Capital Partners's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 0.42%.


EPE Capital Partners ROE % Adjusted to Book Value Related Terms


EPE Capital Partners ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for EPE Capital Partners'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.

EPE Capital Partners ROE % Adjusted to Book Value Chart

EPE Capital Partners Annual Data
Trend Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only 0.50 39.52 0.48 -36.30 31.96

EPE Capital Partners Semi-Annual Data
Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 -53.03 -14.78 47.79 22.00 0.42

JSE:EPE vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, EPE Capital Partners'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.


EPE Capital Partners ROE % Adjusted to Book Value vs Asset Management Industry

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

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


JSE:EPE
60GF Score
EPE Capital Partners Ltd JSE:EPE
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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EPE Capital Partners ROE % Adjusted to Book Value Calculation

EPE Capital Partners'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
=24.93% / 0.78
=31.96%

EPE Capital Partners'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
=0.37% / 0.88
=0.42%

* 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 0.42% mean?
EPE Capital Partners (JSE:EPE) has a ROE % Adjusted to Book Value of 0.42% 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 EPE Capital Partners and its competitors.
Is EPE Capital Partners' ROE % Adjusted to Book Value too high?
EPE Capital Partners' current ROE % Adjusted to Book Value is 0.42%. Overall, EPE Capital Partners has a GF Score™ of 60/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does EPE Capital Partners' ROE % Adjusted to Book Value compare to BLK and BX?
EPE Capital Partners' ROE % Adjusted to Book Value of 0.42% 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 EPE Capital Partners and its competitors. EPE Capital Partners's current ROE % Adjusted to Book Value is 0.42%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is EPE Capital Partners stock overvalued right now?
Based on GuruFocus' analysis, EPE Capital Partners (JSE:EPE) is currently considered Fairly Valued. The stock's GF Value™ is R6.20, compared to a current price of R5.65 — trading 8.9% below its estimated fair value. The current ROE % Adjusted to Book Value is 0.42%. EPE Capital Partners' overall GF Score™ is 60/100 with 1 warning sign 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 EPE Capital Partners (JSE:EPE), the current ROE % Adjusted to Book Value is 0.42% 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 EPE Capital Partners (JSE:EPE) Overvalued in 2026?

Based on GuruFocus' analysis, EPE Capital Partners stock appears to be undervalued. The current stock price of R5.65 is trading 8.9% below its estimated GF Value™ of R6.20. GuruFocus considers EPE Capital Partners to be Fairly Valued.

Key valuation signals for JSE:EPE:

  • ROE % Adjusted to Book Value: 0.42%
  • GF Value™: R6.20 vs. price of R5.65 (8.9% below fair value)
  • GF Score™: 60/100 with 1 warning sign

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


EPE Capital Partners Business Description

Address C/o Ocorian Corporate Services (Mauritius) Limited, Wall Street, Level 6, Tower A, 1 Exchange Square, Ebene, MUS
EPE Capital Partners Ltd is an investment holding company that provides shareholders with long-term capital appreciation through investments in a diversified portfolio of unlisted private equity-type assets. The company invests predominantly in South Africa and the broader Sub-Saharan Africa region by participating in funds or co-investments managed by Ethos Private Equity. Its portfolio spans various sectors with a focus on private equity investments. EPE generates revenue through returns on these investments, relying on asset value growth and income from its portfolio companies.
60GF 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.

R5.65
Price
R6.20
GF Value