Helios Underwriting (LSE:HUW) ROE % Adjusted to Book Value: 23.59% (As of Dec. 2025)


LSE:HUW Helios Underwriting PLC LSE:HUW
55 GF Score
Price £2.18
GF Value £2.70
Valuation Modestly Undervalued
! 3 Warning Signs
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What is Helios Underwriting ROE % Adjusted to Book Value?

Helios Underwriting LSE:HUW +0.46% 55 ROE % Adjusted to Book Value is 23.59% as of Dec. 2025. GuruFocus rates LSE:HUW with a GF Score™ of 55/100 and a GF Value™ of £2.70 (Modestly Undervalued). The stock has 3 warning signs investors should review.

Helios Underwriting's ROE % for the quarter that ended in Dec. 2025 was 18.40%. Helios Underwriting's PB Ratio for the quarter that ended in Dec. 2025 was 0.78. Helios Underwriting's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 23.59%.


Helios Underwriting ROE % Adjusted to Book Value Related Terms


Helios Underwriting ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Helios Underwriting'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.

Helios Underwriting ROE % Adjusted to Book Value Chart

Helios Underwriting 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 -0.52 -1.75 15.84 10.59 14.91

Helios Underwriting Semi-Annual Data
Jun16 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 Premium Member Only 23.07 -1.53 22.25 5.41 23.59

LSE:HUW vs BRK.A, AIG, HIG: ROE % Adjusted to Book Value Comparison

For the Insurance - Diversified subindustry, Helios Underwriting'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.


Helios Underwriting ROE % Adjusted to Book Value vs Insurance Industry

For the Insurance industry and Financial Services sector, Helios Underwriting's ROE % Adjusted to Book Value distribution charts can be found below:

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


LSE:HUW
55GF Score
Helios Underwriting PLC LSE:HUW
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Helios Underwriting ROE % Adjusted to Book Value Calculation

Helios Underwriting'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
=11.63% / 0.78
=14.91%

Helios Underwriting'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
=18.40% / 0.78
=23.59%

* 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 23.59% mean?
Helios Underwriting (LSE:HUW) has a ROE % Adjusted to Book Value of 23.59% 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 Helios Underwriting and its competitors.
Is Helios Underwriting's ROE % Adjusted to Book Value too high?
Helios Underwriting's current ROE % Adjusted to Book Value is 23.59%. Overall, Helios Underwriting has a GF Score™ of 55/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Helios Underwriting's ROE % Adjusted to Book Value compare to BRK.A and AIG?
Helios Underwriting's ROE % Adjusted to Book Value of 23.59% can be compared against companies in the Insurance 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 Insurance company?
A good ROE % Adjusted to Book Value depends on the Insurance 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 Helios Underwriting and its competitors. Helios Underwriting's current ROE % Adjusted to Book Value is 23.59%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helios Underwriting stock overvalued right now?
Based on GuruFocus' analysis, Helios Underwriting (LSE:HUW) is currently considered Modestly Undervalued. The stock's GF Value™ is £2.70, compared to a current price of £2.18 — trading 19.3% below its estimated fair value. The current ROE % Adjusted to Book Value is 23.59%. Helios Underwriting'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 Helios Underwriting (LSE:HUW), the current ROE % Adjusted to Book Value is 23.59% 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 Helios Underwriting (LSE:HUW) Overvalued in 2026?

Based on GuruFocus' analysis, Helios Underwriting stock appears to be undervalued. The current stock price of £2.18 is trading 19.3% below its estimated GF Value™ of £2.70. GuruFocus considers Helios Underwriting to be Modestly Undervalued.

Key valuation signals for LSE:HUW:

  • ROE % Adjusted to Book Value: 23.59%
  • GF Value™: £2.70 vs. price of £2.18 (19.3% below fair value)
  • GF Score™: 55/100 with 3 warning signs

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


Helios Underwriting Business Description

Address 33 Cornhill, 1st Floor, London, GBR, EC3V 3ND
Helios Underwriting PLC provides investors with exposure to the Lloyd's insurance market through an actively managed portfolio of syndicate capacity. The Company's principal activity is to provide a limited liability investment for shareholders through participation in a portfolio of Lloyd's syndicates. It participates in the insurance business as an underwriting member of Lloyd's through wholly owned undertakings and investments in Limited Liability Vehicles (LLVs). The Company also provides syndicate research, advice on syndicate selection, and portfolio curation. Its core business purpose is to offer investors growth and returns from exposure to Lloyd's of London through investment income (dividends) and capital appreciation resulting from increases in NAV per share and share price.
55GF 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.

£2.18
Price
£2.70
GF Value