Avi Japan Opportunity Trust (LSE:AJOT) ROE % Adjusted to Book Value: 10.23% (As of Dec. 2025)

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Director of Data and Quant Analytics at GuruFocus
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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LSE:AJOT Avi Japan Opportunity Trust PLC LSE:AJOT
55 GF Score
Price £1.67
GF Value £1.82
Valuation Fairly Valued
! 3 Warning Signs
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What is Avi Japan Opportunity Trust ROE % Adjusted to Book Value?

Avi Japan Opportunity Trust LSE:AJOT +2.14% 55 ROE % Adjusted to Book Value is 10.23% as of Dec. 2025. GuruFocus rates LSE:AJOT with a GF Score™ of 55/100 and a GF Value™ of £1.82 (Fairly Valued). The stock has 3 warning signs investors should review.

Avi Japan Opportunity Trust's ROE % for the quarter that ended in Dec. 2025 was 10.03%. Avi Japan Opportunity Trust's PB Ratio for the quarter that ended in Dec. 2025 was 0.98. Avi Japan Opportunity Trust's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 10.23%.


Avi Japan Opportunity Trust ROE % Adjusted to Book Value Related Terms


Avi Japan Opportunity Trust ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Avi Japan Opportunity 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.

Avi Japan Opportunity Trust ROE % Adjusted to Book Value Chart

Avi Japan Opportunity Trust Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial 12.15 -4.50 15.03 19.70 13.16

Avi Japan Opportunity Trust Semi-Annual Data
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 19.96 15.59 24.14 21.82 10.23

LSE:AJOT vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Avi Japan Opportunity 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.


Avi Japan Opportunity Trust ROE % Adjusted to Book Value vs Asset Management Industry

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

* The bar in red indicates where Avi Japan Opportunity Trust's ROE % Adjusted to Book Value falls into.


LSE:AJOT
55GF Score
Avi Japan Opportunity Trust PLC LSE:AJOT
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Avi Japan Opportunity Trust ROE % Adjusted to Book Value Calculation

Avi Japan Opportunity Trust'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
=12.90% / 0.98
=13.16%

Avi Japan Opportunity Trust'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
=10.03% / 0.98
=10.23%

* 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 10.23% mean?
Avi Japan Opportunity Trust (LSE:AJOT) has a ROE % Adjusted to Book Value of 10.23% 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 Avi Japan Opportunity Trust and its competitors.
Is Avi Japan Opportunity Trust's ROE % Adjusted to Book Value too high?
Avi Japan Opportunity Trust's current ROE % Adjusted to Book Value is 10.23%. Overall, Avi Japan Opportunity Trust has a GF Score™ of 55/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Avi Japan Opportunity Trust's ROE % Adjusted to Book Value compare to BLK and BX?
Avi Japan Opportunity Trust's ROE % Adjusted to Book Value of 10.23% 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 Avi Japan Opportunity Trust and its competitors. Avi Japan Opportunity Trust's current ROE % Adjusted to Book Value is 10.23%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Avi Japan Opportunity Trust stock overvalued right now?
Based on GuruFocus' analysis, Avi Japan Opportunity Trust (LSE:AJOT) is currently considered Fairly Valued. The stock's GF Value™ is £1.82, compared to a current price of £1.67 — trading 8.2% below its estimated fair value. The current ROE % Adjusted to Book Value is 10.23%. Avi Japan Opportunity Trust's overall GF Score™ is 55/100 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 Avi Japan Opportunity Trust (LSE:AJOT), the current ROE % Adjusted to Book Value is 10.23% 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 Avi Japan Opportunity Trust (LSE:AJOT) Overvalued in 2026?

Based on GuruFocus' analysis, Avi Japan Opportunity Trust stock appears to be undervalued. The current stock price of £1.67 is trading 8.2% below its estimated GF Value™ of £1.82. GuruFocus considers Avi Japan Opportunity Trust to be Fairly Valued.

Key valuation signals for LSE:AJOT:

  • ROE % Adjusted to Book Value: 10.23%
  • GF Value™: £1.82 vs. price of £1.67 (8.2% below fair value)
  • GF Score™: 55/100 with 3 warning signs

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


Avi Japan Opportunity Trust Business Description

Other Exchanges AJOTl:UK
Address 51 Lime Street, 19th Floor, London, GBR, EC3M 7DQ
Avi Japan Opportunity Trust PLC is a closed-ended investment company. Its investment objective is to provide shareholders with capital growth in excess of the MSCI Japan Small Cap Index, through the active management of a focused portfolio of equity investments listed or quoted in Japan which have been identified as undervalued and having a substantial proportion of their market capitalisation held in cash, listed securities and/or realisable assets.
55GF Score

Get the complete analysis for LSE:AJOT

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

£1.67
Price
£1.82
GF Value