Pacific Assets Trust (LSE:PAC) ROE % Adjusted to Book Value: 7.31% (As of Jan. 2026)


LSE:PAC Pacific Assets Trust PLC LSE:PAC
52 GF Score
Price £4.22
GF Value £7.00
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Pacific Assets Trust ROE % Adjusted to Book Value?

Pacific Assets Trust LSE:PAC -1.40% 52 ROE % Adjusted to Book Value is 7.31% as of Jan. 2026. GuruFocus rates LSE:PAC with a GF Score™ of 52/100 and a GF Value™ of £7.00 (Significantly Undervalued). The stock has 2 warning signs investors should review.

Pacific Assets Trust's ROE % for the quarter that ended in Jan. 2026 was 6.58%. Pacific Assets Trust's PB Ratio for the quarter that ended in Jan. 2026 was 0.90. Pacific Assets Trust's ROE % Adjusted to Book Value for the quarter that ended in Jan. 2026 was 7.31%.

Pacific Assets Trust ROE % Adjusted to Book Value Related Terms

Pacific Assets Trust ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Pacific Assets 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.

Pacific Assets Trust ROE % Adjusted to Book Value Chart

Pacific Assets Trust Annual Data
Trend Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25 Jan26
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 9.47 6.01 -1.42 10.77 -1.00

Pacific Assets Trust Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
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 -3.44 22.37 -2.45 -9.16 7.31

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

For the Asset Management subindustry, Pacific Assets 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.

Pacific Assets Trust ROE % Adjusted to Book Value vs Asset Management Industry

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

* The bar in red indicates where Pacific Assets Trust's ROE % Adjusted to Book Value falls into.


LSE:PAC
52GF Score
Pacific Assets Trust PLC LSE:PAC
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Pacific Assets Trust ROE % Adjusted to Book Value Calculation

Pacific Assets Trust's ROE % Adjusted to Book Value for the fiscal year that ended in Jan. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=-0.90% / 0.90
=-1.00%

Pacific Assets Trust's ROE % Adjusted to Book Value for the quarter that ended in Jan. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=6.58% / 0.90
=7.31%

* 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 7.31% mean?
Pacific Assets Trust (LSE:PAC) has a ROE % Adjusted to Book Value of 7.31% as of Jan. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Pacific Assets Trust and its competitors.
Is Pacific Assets Trust's ROE % Adjusted to Book Value too high?
Pacific Assets Trust's current ROE % Adjusted to Book Value is 7.31%. Overall, Pacific Assets Trust has a GF Score™ of 52/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Pacific Assets Trust's ROE % Adjusted to Book Value compare to BLK and BX?
Pacific Assets Trust's ROE % Adjusted to Book Value of 7.31% 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 Pacific Assets Trust and its competitors. Pacific Assets Trust's current ROE % Adjusted to Book Value is 7.31%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pacific Assets Trust stock overvalued right now?
Based on GuruFocus' analysis, Pacific Assets Trust (LSE:PAC) is currently considered Significantly Undervalued. The stock's GF Value™ is £7.00, compared to a current price of £4.22 — trading 39.7% below its estimated fair value. The current ROE % Adjusted to Book Value is 7.31%. Pacific Assets Trust's overall GF Score™ is 52/100 with 2 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 Pacific Assets Trust (LSE:PAC), the current ROE % Adjusted to Book Value is 7.31% as of Jan. 2026. 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 Pacific Assets Trust (LSE:PAC) Overvalued in 2026?

Based on GuruFocus' analysis, Pacific Assets Trust stock appears to be undervalued. The current stock price of £4.22 is trading 39.7% below its estimated GF Value™ of £7.00. GuruFocus considers Pacific Assets Trust to be Significantly Undervalued.

Key valuation signals for LSE:PAC:

  • ROE % Adjusted to Book Value: 7.31%
  • GF Value™: £7.00 vs. price of £4.22 (39.7% below fair value)
  • GF Score™: 52/100 with 2 warning signs

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

Pacific Assets Trust Business Description

Address 6 St Andrew Square, Level 3, Edinburgh, GBR, EH2 2BD
Pacific Assets Trust PLC is a UK-based investment trust. It aims to achieve long-term capital growth through investment in selected companies in the Asia-Pacific region and the Indian sub-continent excluding Japan, Australia, and New Zealand.
52GF 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.

£4.22
Price
£7.00
GF Value