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New Star Investment Trust's ROE % for the quarter that ended in Dec. 2025 was 17.56%. New Star Investment Trust's PB Ratio for the quarter that ended in Dec. 2025 was 0.67.
New Star Investment Trust's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 26.21%.
New Star Investment Trust ROE % Adjusted to Book Value Related Terms
New Star Investment Trust ROE % Adjusted to Book Value Historical Data
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The historical data trend for New Star 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.
New Star Investment Trust ROE % Adjusted to Book Value Chart
LSE:NSI vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison
For the Asset Management subindustry, New Star 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.
New Star Investment Trust ROE % Adjusted to Book Value vs Asset Management Industry
For the Asset Management industry and Financial Services sector, New Star Investment Trust's ROE % Adjusted to Book Value distribution charts can be found below:
* The bar in red indicates where New Star Investment Trust's ROE % Adjusted to Book Value falls into.
* 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 26.21% mean?
New Star Investment Trust (LSE:NSI) has a ROE % Adjusted to Book Value of 26.21% 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 New Star Investment Trust and its competitors.
Is New Star Investment Trust's ROE % Adjusted to Book Value too high?
New Star Investment Trust's current ROE % Adjusted to Book Value is 26.21%. Overall, New Star Investment Trust has a GF Score™ of 58/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does New Star Investment Trust's ROE % Adjusted to Book Value compare to BLK and BX?
New Star Investment Trust's ROE % Adjusted to Book Value of 26.21% 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 New Star Investment Trust and its competitors. New Star Investment Trust's current ROE % Adjusted to Book Value is 26.21%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is New Star Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, New Star Investment Trust (LSE:NSI) is currently considered Significantly Undervalued. The stock's GF Value™ is £2.08, compared to a current price of £1.39 — trading 33.2% below its estimated fair value. The current ROE % Adjusted to Book Value is 26.21%. New Star Investment Trust's overall GF Score™ is 58/100 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 New Star Investment Trust (LSE:NSI), the current ROE % Adjusted to Book Value is 26.21% 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 New Star Investment Trust (LSE:NSI) Overvalued in 2026?
Based on GuruFocus' analysis, New Star Investment Trust stock appears to be undervalued.
The current stock price of £1.39 is trading 33.2% below its estimated GF Value™ of £2.08.
GuruFocus considers New Star Investment Trust to be Significantly Undervalued.
Key valuation signals for LSE:NSI:
ROE % Adjusted to Book Value: 26.21%
GF Value™: £2.08 vs. price of £1.39 (33.2% below fair value)
No single metric tells the full story. See the LSE:NSI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
New Star Investment Trust PLC is an investment company which is managed by Brompton Asset Management LLP. The company's investment objective is to achieve long-term capital growth. Its policy is to allocate assets to world-wide investment opportunities through investment in equity, bond, commodity, real estate, currency and other markets. It invests in pooled investment vehicles, exchange-traded funds, futures, options and limited partnerships.
58GF Score
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