Quilter (JSE:QLT) ROE % Adjusted to Book Value: 5.85% (As of Dec. 2025)


JSE:QLT Quilter PLC JSE:QLT
58 GF Score
Price R41.17
GF Value R31.92
Valuation Modestly Overvalued
! 3 Warning Signs
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What is Quilter ROE % Adjusted to Book Value?

Quilter JSE:QLT -0.77% 58 ROE % Adjusted to Book Value is 5.85% as of Dec. 2025. GuruFocus rates JSE:QLT with a GF Score™ of 58/100 and a GF Value™ of R31.92 (Modestly Overvalued). The stock has 3 warning signs investors should review.

Quilter's ROE % for the quarter that ended in Dec. 2025 was 9.94%. Quilter's PB Ratio for the quarter that ended in Dec. 2025 was 1.70. Quilter's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 5.85%.

Quilter ROE % Adjusted to Book Value Related Terms

Quilter ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Quilter'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.

Quilter ROE % Adjusted to Book Value Chart

Quilter 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 6.13 12.96 3.09 -1.51 4.84

Quilter Semi-Annual Data
Dec15 Dec16 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 5.20 1.57 -4.25 4.30 5.85

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

For the Asset Management subindustry, Quilter'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.

Quilter ROE % Adjusted to Book Value vs Asset Management Industry

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

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


JSE:QLT
58GF Score
Quilter PLC JSE:QLT
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Quilter ROE % Adjusted to Book Value Calculation

Quilter'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
=8.22% / 1.70
=4.84%

Quilter'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
=9.94% / 1.70
=5.85%

* 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 5.85% mean?
Quilter (JSE:QLT) has a ROE % Adjusted to Book Value of 5.85% 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 Quilter and its competitors.
Is Quilter's ROE % Adjusted to Book Value too high?
Quilter's current ROE % Adjusted to Book Value is 5.85%. Overall, Quilter has a GF Score™ of 58/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Quilter's ROE % Adjusted to Book Value compare to BLK and BX?
Quilter's ROE % Adjusted to Book Value of 5.85% 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 Quilter and its competitors. Quilter's current ROE % Adjusted to Book Value is 5.85%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Quilter stock overvalued right now?
Based on GuruFocus' analysis, Quilter (JSE:QLT) is currently considered Modestly Overvalued. The stock's GF Value™ is R31.92, compared to a current price of R41.17 — trading 29% above its estimated fair value. The current ROE % Adjusted to Book Value is 5.85%. Quilter's overall GF Score™ is 58/100 with 3 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 Quilter (JSE:QLT), the current ROE % Adjusted to Book Value is 5.85% 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 Quilter (JSE:QLT) Overvalued in 2026?

Based on GuruFocus' analysis, Quilter stock appears to be overvalued. The current stock price of R41.17 is trading 29% above its estimated GF Value™ of R31.92. GuruFocus considers Quilter to be Modestly Overvalued.

Key valuation signals for JSE:QLT:

  • ROE % Adjusted to Book Value: 5.85%
  • GF Value™: R31.92 vs. price of R41.17 (29% above fair value)
  • GF Score™: 58/100 with 3 warning signs

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

Quilter Business Description

Other Exchanges QUILF:USAQLTl:UKQLT:UK
Address 85 Queen Victoria Street, Senator House, London, GBR, EC4V 4AB
Quilter PLC is a United Kingdom-based Asset Management Company engaged in the wealth management business, providing financial advice, investment solutions, and wealth management to customers in the UK and selected international markets. The group operating segments are High Net Worth, Affluent, and Head Office. The High Net Worth segment comprises Quilter Cheviot and Quilter Cheviot Financial Planning. The Affluent segment comprises Quilter Investment Platform, Quilter Investors, and Quilter Financial Planning. The company derives the majority of its revenue from the Affluent segment.
58GF Score

Get the complete analysis for JSE:QLT

ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R41.17
Price
R31.92
GF Value