JPMorgan Global Growth &ome (LSE:JGGI) ROE % Adjusted to Book Value: 18.05% (As of Dec. 2025)

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LSE:JGGI JPMorgan Global Growth & Income PLC LSE:JGGI
48 GF Score
Price £6.05
GF Value £3.00
Valuation Significantly Overvalued
! 4 Warning Signs
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What is JPMorgan Global Growth &ome ROE % Adjusted to Book Value?

JPMorgan Global Growth &ome LSE:JGGI +0.33% 48 ROE % Adjusted to Book Value is 18.05% as of Dec. 2025. GuruFocus rates LSE:JGGI with a GF Score™ of 48/100 and a GF Value™ of £3.00 (Significantly Overvalued). The stock has 4 warning signs investors should review.

JPMorgan Global Growth &ome's ROE % for the quarter that ended in Dec. 2025 was 17.69%. JPMorgan Global Growth &ome's PB Ratio for the quarter that ended in Dec. 2025 was 0.98. JPMorgan Global Growth &ome's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 18.05%.


JPMorgan Global Growth &ome ROE % Adjusted to Book Value Related Terms


JPMorgan Global Growth &ome ROE % Adjusted to Book Value Historical Data

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The historical data trend for JPMorgan Global Growth &ome'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.

JPMorgan Global Growth &ome ROE % Adjusted to Book Value Chart

JPMorgan Global Growth &ome Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 27.42 -3.95 12.78 23.80 1.15

JPMorgan Global Growth &ome 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 18.35 30.21 5.11 -2.56 18.05

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

For the Asset Management subindustry, JPMorgan Global Growth &ome'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.


JPMorgan Global Growth &ome ROE % Adjusted to Book Value vs Asset Management Industry

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

* The bar in red indicates where JPMorgan Global Growth &ome's ROE % Adjusted to Book Value falls into.


LSE:JGGI
48GF Score
JPMorgan Global Growth & Income PLC LSE:JGGI
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

JPMorgan Global Growth &ome ROE % Adjusted to Book Value Calculation

JPMorgan Global Growth &ome's ROE % Adjusted to Book Value for the fiscal year that ended in Jun. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=1.15% / 1.00
=1.15%

JPMorgan Global Growth &ome'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
=17.69% / 0.98
=18.05%

* 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 18.05% mean?
JPMorgan Global Growth &ome (LSE:JGGI) has a ROE % Adjusted to Book Value of 18.05% 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 JPMorgan Global Growth &ome and its competitors.
Is JPMorgan Global Growth &ome's ROE % Adjusted to Book Value too high?
JPMorgan Global Growth &ome's current ROE % Adjusted to Book Value is 18.05%. Overall, JPMorgan Global Growth &ome has a GF Score™ of 48/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does JPMorgan Global Growth &ome's ROE % Adjusted to Book Value compare to BLK and BX?
JPMorgan Global Growth &ome's ROE % Adjusted to Book Value of 18.05% 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 JPMorgan Global Growth &ome and its competitors. JPMorgan Global Growth &ome's current ROE % Adjusted to Book Value is 18.05%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan Global Growth &ome stock overvalued right now?
Based on GuruFocus' analysis, JPMorgan Global Growth &ome (LSE:JGGI) is currently considered Significantly Overvalued. The stock's GF Value™ is £3.00, compared to a current price of £6.05 — trading 101.5% above its estimated fair value. The current ROE % Adjusted to Book Value is 18.05%. JPMorgan Global Growth &ome's overall GF Score™ is 48/100 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 JPMorgan Global Growth &ome (LSE:JGGI), the current ROE % Adjusted to Book Value is 18.05% 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 JPMorgan Global Growth &ome (LSE:JGGI) Overvalued in 2026?

Based on GuruFocus' analysis, JPMorgan Global Growth &ome stock appears to be overvalued. The current stock price of £6.05 is trading 101.5% above its estimated GF Value™ of £3.00. GuruFocus considers JPMorgan Global Growth &ome to be Significantly Overvalued.

Key valuation signals for LSE:JGGI:

  • ROE % Adjusted to Book Value: 18.05%
  • GF Value™: £3.00 vs. price of £6.05 (101.5% above fair value)
  • GF Score™: 48/100 with 4 warning signs

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


JPMorgan Global Growth &ome Business Description

Address 60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan Global Growth & Income PLC is an investment trust company. Its main objective is to achieve superior total returns from world stock markets. The company invests in a diversified portfolio of 50-90 world stocks to achieve superior total returns and outperform the MSCI All Countries World Index in sterling terms (total return with net dividends reinvested) over the long term. Its portfolio construction is driven by bottom-up stock selection rather than geographical or sector allocation.
48GF 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.

£6.05
Price
£3.00
GF Value