Edinburgh Worldwide Investment Trust (LSE:EWI) ROE % Adjusted to Book Value: 16.41% (As of Apr. 2026)


LSE:EWI Edinburgh Worldwide Investment Trust PLC LSE:EWI
42 GF Score
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What is Edinburgh Worldwide Investment Trust ROE % Adjusted to Book Value?

Edinburgh Worldwide Investment Trust LSE:EWI -0.52% 42 ROE % Adjusted to Book Value is 16.41% as of Apr. 2026. GuruFocus rates LSE:EWI with a GF Score™ of 42/100. The stock has 4 warning signs investors should review.

Edinburgh Worldwide Investment Trust's ROE % for the quarter that ended in Apr. 2026 was 16.08%. Edinburgh Worldwide Investment Trust's PB Ratio for the quarter that ended in Apr. 2026 was 0.98. Edinburgh Worldwide Investment Trust's ROE % Adjusted to Book Value for the quarter that ended in Apr. 2026 was 16.41%.

Edinburgh Worldwide Investment Trust ROE % Adjusted to Book Value Related Terms

Edinburgh Worldwide Investment Trust ROE % Adjusted to Book Value Historical Data

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The historical data trend for Edinburgh Worldwide Investment 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.

Edinburgh Worldwide Investment Trust ROE % Adjusted to Book Value Chart

Edinburgh Worldwide Investment Trust Annual Data
Trend Oct16 Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23 Oct24 Oct25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.79 -58.87 -32.34 12.78 27.12

Edinburgh Worldwide Investment Trust Semi-Annual Data
Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
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 13.93 12.13 -6.26 61.02 16.41

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

For the Asset Management subindustry, Edinburgh Worldwide Investment 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.

Edinburgh Worldwide Investment Trust ROE % Adjusted to Book Value vs Asset Management Industry

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

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


LSE:EWI
42GF Score
Edinburgh Worldwide Investment Trust PLC LSE:EWI
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Edinburgh Worldwide Investment Trust ROE % Adjusted to Book Value Calculation

Edinburgh Worldwide Investment Trust's ROE % Adjusted to Book Value for the fiscal year that ended in Oct. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=25.22% / 0.93
=27.12%

Edinburgh Worldwide Investment Trust's ROE % Adjusted to Book Value for the quarter that ended in Apr. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=16.08% / 0.98
=16.41%

* 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 16.41% mean?
Edinburgh Worldwide Investment Trust (LSE:EWI) has a ROE % Adjusted to Book Value of 16.41% as of Apr. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Edinburgh Worldwide Investment Trust and its competitors.
Is Edinburgh Worldwide Investment Trust's ROE % Adjusted to Book Value too high?
Edinburgh Worldwide Investment Trust's current ROE % Adjusted to Book Value is 16.41%. Overall, Edinburgh Worldwide Investment Trust has a GF Score™ of 42/100, reflecting its overall financial health beyond just this single metric.
How does Edinburgh Worldwide Investment Trust's ROE % Adjusted to Book Value compare to BLK and BX?
Edinburgh Worldwide Investment Trust's ROE % Adjusted to Book Value of 16.41% 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 Worldwide Investment Trust and its competitors. Edinburgh Worldwide Investment Trust's current ROE % Adjusted to Book Value is 16.41%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Edinburgh Worldwide Investment Trust stock overvalued right now?
Edinburgh Worldwide Investment Trust (LSE:EWI) has a current ROE % Adjusted to Book Value of 16.41%. The current ROE % Adjusted to Book Value is 16.41%. Edinburgh Worldwide Investment Trust's overall GF Score™ is 42/100 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 Edinburgh Worldwide Investment Trust (LSE:EWI), the current ROE % Adjusted to Book Value is 16.41% as of Apr. 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.

Edinburgh Worldwide Investment Trust Business Description

Address Calton Square, 1 Greenside Row, Edinburgh, GBR, EH1 3AN
Edinburgh Worldwide Investment Trust PLC is an investment company with the objective to achieve long-term capital growth by investing in listed companies world-wide. It seeks to construct its portfolio through the identification of individual companies with business across North America, South America, Europe, Asia, and Australia. The firm invests mainly in information technology, materials, consumer discretionary, financials, industrials, health care sectors and communication Services.
42GF 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.

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