Octopus Renewables Infrastructure Trust (LSE:ORIT) ROE % Adjusted to Book Value: -10.98% (As of Dec. 2025)


LSE:ORIT Octopus Renewables Infrastructure Trust PLC LSE:ORIT
41 GF Score
Price £0.66
GF Value £0.24
Valuation Significantly Overvalued
! 1 Warning Sign
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What is Octopus Renewables Infrastructure Trust ROE % Adjusted to Book Value?

Octopus Renewables Infrastructure Trust LSE:ORIT -0.15% 41 ROE % Adjusted to Book Value is -10.98% as of Dec. 2025. GuruFocus rates LSE:ORIT with a GF Score™ of 41/100 and a GF Value™ of £0.24 (Significantly Overvalued). The stock has 1 warning sign investors should review.

Octopus Renewables Infrastructure Trust's ROE % for the quarter that ended in Dec. 2025 was -7.14%. Octopus Renewables Infrastructure Trust's PB Ratio for the quarter that ended in Dec. 2025 was 0.65. Octopus Renewables Infrastructure Trust's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was -10.98%.


Octopus Renewables Infrastructure Trust ROE % Adjusted to Book Value Related Terms


Octopus Renewables Infrastructure Trust ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Octopus Renewables Infrastructure 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.

Octopus Renewables Infrastructure Trust ROE % Adjusted to Book Value Chart

Octopus Renewables Infrastructure Trust Annual Data
Trend Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial 6.99 12.84 2.46 3.05 -6.63

Octopus Renewables Infrastructure Trust Semi-Annual Data
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 2.80 5.57 0.24 -2.18 -10.98

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

For the Asset Management subindustry, Octopus Renewables Infrastructure 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.


Octopus Renewables Infrastructure Trust ROE % Adjusted to Book Value vs Asset Management Industry

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

* The bar in red indicates where Octopus Renewables Infrastructure Trust's ROE % Adjusted to Book Value falls into.


LSE:ORIT
41GF Score
Octopus Renewables Infrastructure Trust PLC LSE:ORIT
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Octopus Renewables Infrastructure Trust ROE % Adjusted to Book Value Calculation

Octopus Renewables Infrastructure Trust'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
=-4.31% / 0.65
=-6.63%

Octopus Renewables Infrastructure Trust'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
=-7.14% / 0.65
=-10.98%

* 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 -10.98% mean?
Octopus Renewables Infrastructure Trust (LSE:ORIT) has a ROE % Adjusted to Book Value of -10.98% 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 Octopus Renewables Infrastructure Trust and its competitors.
Is Octopus Renewables Infrastructure Trust's ROE % Adjusted to Book Value too high?
Octopus Renewables Infrastructure Trust's current ROE % Adjusted to Book Value is -10.98%. Overall, Octopus Renewables Infrastructure Trust has a GF Score™ of 41/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Octopus Renewables Infrastructure Trust's ROE % Adjusted to Book Value compare to BLK and BX?
Octopus Renewables Infrastructure Trust's ROE % Adjusted to Book Value of -10.98% 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 Octopus Renewables Infrastructure Trust and its competitors. Octopus Renewables Infrastructure Trust's current ROE % Adjusted to Book Value is -10.98%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Octopus Renewables Infrastructure Trust stock overvalued right now?
Based on GuruFocus' analysis, Octopus Renewables Infrastructure Trust (LSE:ORIT) is currently considered Significantly Overvalued. The stock's GF Value™ is £0.24, compared to a current price of £0.66 — trading 174.6% above its estimated fair value. The current ROE % Adjusted to Book Value is -10.98%. Octopus Renewables Infrastructure Trust's overall GF Score™ is 41/100 with 1 warning sign 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 Octopus Renewables Infrastructure Trust (LSE:ORIT), the current ROE % Adjusted to Book Value is -10.98% 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 Octopus Renewables Infrastructure Trust (LSE:ORIT) Overvalued in 2026?

Based on GuruFocus' analysis, Octopus Renewables Infrastructure Trust stock appears to be overvalued. The current stock price of £0.66 is trading 174.6% above its estimated GF Value™ of £0.24. GuruFocus considers Octopus Renewables Infrastructure Trust to be Significantly Overvalued.

Key valuation signals for LSE:ORIT:

  • ROE % Adjusted to Book Value: -10.98%
  • GF Value™: £0.24 vs. price of £0.66 (174.6% above fair value)
  • GF Score™: 41/100 with 1 warning sign

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


Octopus Renewables Infrastructure Trust Business Description

Address 140 Aldersgate Street, 4th Floor, London, GBR, EC1A 4HY
Octopus Renewables Infrastructure Trust PLC is an investment company. The company invests in a diversified portfolio of Renewable Energy Assets in Europe and Australia. The company's investment objective is to provide investors with an attractive and sustainable level of income returns, with an element of capital growth, by investing in a diversified portfolio.
41GF 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.

£0.66
Price
£0.24
GF Value