Edinburgh Investment Trust (The) (LSE:EDIN) ROE % Adjusted to Book Value: -2.02% (As of Mar. 2026)


LSE:EDIN Edinburgh Investment Trust (The) PLC LSE:EDIN
61 GF Score
Price £8.14
GF Value £7.92
Valuation Fairly Valued
! 6 Warning Signs
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What is Edinburgh Investment Trust (The) ROE % Adjusted to Book Value?

Edinburgh Investment Trust (The) LSE:EDIN -0.25% 61 ROE % Adjusted to Book Value is -2.02% as of Mar. 2026. GuruFocus rates LSE:EDIN with a GF Score™ of 61/100 and a GF Value™ of £7.92 (Fairly Valued). The stock has 6 warning signs investors should review.

Edinburgh Investment Trust (The)'s ROE % for the quarter that ended in Mar. 2026 was -1.94%. Edinburgh Investment Trust (The)'s PB Ratio for the quarter that ended in Mar. 2026 was 0.96. Edinburgh Investment Trust (The)'s ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was -2.02%.


Edinburgh Investment Trust (The) ROE % Adjusted to Book Value Related Terms


Edinburgh Investment Trust (The) ROE % Adjusted to Book Value Historical Data

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The historical data trend for Edinburgh Investment Trust (The)'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.

Edinburgh Investment Trust (The) ROE % Adjusted to Book Value Chart

Edinburgh Investment Trust (The) 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 13.51 3.80 12.59 7.96 7.45

Edinburgh Investment Trust (The) 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 18.08 17.16 -1.48 16.02 -2.02

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

For the Asset Management subindustry, Edinburgh Investment Trust (The)'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.


Edinburgh Investment Trust (The) ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Edinburgh Investment Trust (The)'s ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Edinburgh Investment Trust (The)'s ROE % Adjusted to Book Value falls into.


LSE:EDIN
61GF Score
Edinburgh Investment Trust (The) PLC LSE:EDIN
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Edinburgh Investment Trust (The) ROE % Adjusted to Book Value Calculation

Edinburgh Investment Trust (The)'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
=7.15% / 0.96
=7.45%

Edinburgh Investment Trust (The)'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
=-1.94% / 0.96
=-2.02%

* 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 -2.02% mean?
Edinburgh Investment Trust (The) (LSE:EDIN) has a ROE % Adjusted to Book Value of -2.02% 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 Edinburgh Investment Trust (The) and its competitors.
Is Edinburgh Investment Trust (The)'s ROE % Adjusted to Book Value too high?
Edinburgh Investment Trust (The)'s current ROE % Adjusted to Book Value is -2.02%. Overall, Edinburgh Investment Trust (The) has a GF Score™ of 61/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Edinburgh Investment Trust (The)'s ROE % Adjusted to Book Value compare to BLK and BX?
Edinburgh Investment Trust (The)'s ROE % Adjusted to Book Value of -2.02% 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 Edinburgh Investment Trust (The) and its competitors. Edinburgh Investment Trust (The)'s current ROE % Adjusted to Book Value is -2.02%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Edinburgh Investment Trust (The) stock overvalued right now?
Based on GuruFocus' analysis, Edinburgh Investment Trust (The) (LSE:EDIN) is currently considered Fairly Valued. The stock's GF Value™ is £7.92, compared to a current price of £8.14 — trading 2.8% above its estimated fair value. The current ROE % Adjusted to Book Value is -2.02%. Edinburgh Investment Trust (The)'s overall GF Score™ is 61/100 with 6 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 Edinburgh Investment Trust (The) (LSE:EDIN), the current ROE % Adjusted to Book Value is -2.02% 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 Edinburgh Investment Trust (The) (LSE:EDIN) Overvalued in 2026?

Based on GuruFocus' analysis, Edinburgh Investment Trust (The) stock appears to be overvalued. The current stock price of £8.14 is trading 2.8% above its estimated GF Value™ of £7.92. GuruFocus considers Edinburgh Investment Trust (The) to be Fairly Valued.

Key valuation signals for LSE:EDIN:

  • ROE % Adjusted to Book Value: -2.02%
  • GF Value™: £7.92 vs. price of £8.14 (2.8% above fair value)
  • GF Score™: 61/100 with 6 warning signs

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


Edinburgh Investment Trust (The) Business Description

Address 9 Haymarket Square, First Floor, Edinburgh, GBR, EH3 8RY
Edinburgh Investment Trust (The) PLC is engaged in investing its assets according to a specified investment objective and policy, for spreading investment risk and generating a return for shareholders. The company invests in the shares of companies quoted on a recognized stock exchange in the UK. Securities of companies quoted on a recognized stock exchange outside of the UK may also be held but will not exceed 20% of the market value of the investment portfolio, measured at the time of any acquisition.
61GF 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.

£8.14
Price
£7.92
GF Value