Oberon AIM VCT (LSE:OVCT) ROE % Adjusted to Book Value: -4.59% (As of Dec. 2025)

What is Oberon AIM VCT ROE % Adjusted to Book Value?

Oberon AIM VCT LSE:OVCT 37 ROE % Adjusted to Book Value is -4.59% as of Dec. 2025. GuruFocus rates LSE:OVCT with a GF Score™ of 37/100. The stock has 4 warning signs investors should review.

Oberon AIM VCT's ROE % for the quarter that ended in Dec. 2025 was -4.45%. Oberon AIM VCT's PB Ratio for the quarter that ended in Dec. 2025 was 0.97. Oberon AIM VCT's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was -4.59%.

Oberon AIM VCT ROE % Adjusted to Book Value Related Terms

Oberon AIM VCT ROE % Adjusted to Book Value Historical Data

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The historical data trend for Oberon AIM VCT'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.

Oberon AIM VCT ROE % Adjusted to Book Value Chart

Oberon AIM VCT Annual Data

Trend

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

Dec25

ROE % Adjusted to Book Value

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34.41

-42.52

-10.26

-27.01

5.89

Oberon AIM VCT 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															10.50	-34.85	-25.95	19.73	-4.59

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

For the Asset Management subindustry, Oberon AIM VCT'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.

Oberon AIM VCT ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Oberon AIM VCT's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Oberon AIM VCT's ROE % Adjusted to Book Value falls into.

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37GF Score

Oberon AIM VCT PLC LSE:OVCT

ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.

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Oberon AIM VCT ROE % Adjusted to Book Value Calculation

Oberon AIM VCT'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
	=	5.71%	/	0.97
	=	5.89%

Oberon AIM VCT'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
	=	-4.45%	/	0.97
	=	-4.59%

Frequently Asked Questions Learn more about ROE % Adjusted to Book Value →

What does a ROE % Adjusted to Book Value of -4.59% mean?

Oberon AIM VCT (LSE:OVCT) has a ROE % Adjusted to Book Value of -4.59% 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 Oberon AIM VCT and its competitors.

Is Oberon AIM VCT's ROE % Adjusted to Book Value too high?

Oberon AIM VCT's current ROE % Adjusted to Book Value is -4.59%. Overall, Oberon AIM VCT has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.

How does Oberon AIM VCT's ROE % Adjusted to Book Value compare to BLK and BX?

Oberon AIM VCT's ROE % Adjusted to Book Value of -4.59% 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 Oberon AIM VCT and its competitors. Oberon AIM VCT's current ROE % Adjusted to Book Value is -4.59%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.

Is Oberon AIM VCT stock overvalued right now?

Oberon AIM VCT (LSE:OVCT) has a current ROE % Adjusted to Book Value of -4.59%. The current ROE % Adjusted to Book Value is -4.59%. Oberon AIM VCT's overall GF Score™ is 37/100 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 Oberon AIM VCT (LSE:OVCT), the current ROE % Adjusted to Book Value is -4.59% 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.

Oberon AIM VCT Business Description

Industry Financial Services Asset Management

Comparable Companies LSE:BAF LSE:GUN LSE:CHP LSE:OXH LSE:WSL LSE:MFAI LSE:PCH AQSE:SOL LSE:SURE LSE:TRUE BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT AMP LSE:III

Address 6 Duke Street, St. James’s, 2nd Floor, London, GBR, SW1Y 6BN

Website https://oberonaimvct.co.uk

Oberon AIM VCT PLC is a Venture Capital Trust. The company's principal objective is to achieve long term capital growth and to pay tax free dividends when appropriate through investment in a diversified portfolio of qualifying companies quoted on AIM.

37GF Score

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