Patria Private Equity Trust (LSE:PPET) ROE % Adjusted to Book Value: 7.94% (As of Mar. 2026)


LSE:PPET Patria Private Equity Trust PLC LSE:PPET
54 GF Score
Price £6.14
GF Value £11.44
Valuation Possible Value Trap
! 7 Warning Signs
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What is Patria Private Equity Trust ROE % Adjusted to Book Value?

Patria Private Equity Trust LSE:PPET -0.65% 54 ROE % Adjusted to Book Value is 7.94% as of Mar. 2026. GuruFocus rates LSE:PPET with a GF Score™ of 54/100 and a GF Value™ of £11.44 (Possible Value Trap). The stock has 7 warning signs investors should review.

Patria Private Equity Trust's ROE % for the quarter that ended in Mar. 2026 was 5.32%. Patria Private Equity Trust's PB Ratio for the quarter that ended in Mar. 2026 was 0.67. Patria Private Equity Trust's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 7.94%.


Patria Private Equity Trust ROE % Adjusted to Book Value Related Terms


Patria Private Equity Trust ROE % Adjusted to Book Value Historical Data

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The historical data trend for Patria Private Equity 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.

Patria Private Equity Trust ROE % Adjusted to Book Value Chart

Patria Private Equity Trust Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 42.84 24.24 9.09 3.22 14.03

Patria Private Equity Trust Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
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 5.47 1.01 6.21 21.61 7.94

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

For the Asset Management subindustry, Patria Private Equity 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.


Patria Private Equity Trust ROE % Adjusted to Book Value vs Asset Management Industry

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

* The bar in red indicates where Patria Private Equity Trust's ROE % Adjusted to Book Value falls into.


LSE:PPET
54GF Score
Patria Private Equity Trust PLC LSE:PPET
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Patria Private Equity Trust ROE % Adjusted to Book Value Calculation

Patria Private Equity Trust's ROE % Adjusted to Book Value for the fiscal year that ended in Sep. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=9.26% / 0.66
=14.03%

Patria Private Equity Trust's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=5.32% / 0.67
=7.94%

* 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 7.94% mean?
Patria Private Equity Trust (LSE:PPET) has a ROE % Adjusted to Book Value of 7.94% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Patria Private Equity Trust and its competitors.
Is Patria Private Equity Trust's ROE % Adjusted to Book Value too high?
Patria Private Equity Trust's current ROE % Adjusted to Book Value is 7.94%. Overall, Patria Private Equity Trust has a GF Score™ of 54/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Patria Private Equity Trust's ROE % Adjusted to Book Value compare to BLK and BX?
Patria Private Equity Trust's ROE % Adjusted to Book Value of 7.94% 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 Patria Private Equity Trust and its competitors. Patria Private Equity Trust's current ROE % Adjusted to Book Value is 7.94%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Patria Private Equity Trust stock overvalued right now?
Based on GuruFocus' analysis, Patria Private Equity Trust (LSE:PPET) is currently considered Possible Value Trap. The stock's GF Value™ is £11.44, compared to a current price of £6.14 — trading 46.3% below its estimated fair value. The current ROE % Adjusted to Book Value is 7.94%. Patria Private Equity Trust's overall GF Score™ is 54/100 with 7 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 Patria Private Equity Trust (LSE:PPET), the current ROE % Adjusted to Book Value is 7.94% as of Mar. 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 Patria Private Equity Trust (LSE:PPET) Overvalued in 2026?

Based on GuruFocus' analysis, Patria Private Equity Trust stock appears to be undervalued. The current stock price of £6.14 is trading 46.3% below its estimated GF Value™ of £11.44. GuruFocus considers Patria Private Equity Trust to be Possible Value Trap.

Key valuation signals for LSE:PPET:

  • ROE % Adjusted to Book Value: 7.94%
  • GF Value™: £11.44 vs. price of £6.14 (46.3% below fair value)
  • GF Score™: 54/100 with 7 warning signs

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


Patria Private Equity Trust Business Description

Address 114-116 George Street, New Clarendon House, Edinburgh, GBR, EH2 4LH
Patria Private Equity Trust PLC is a UK-based investment trust company. The company's provides investors with exposure to private equity funds and private companies, mainly in Europe. Its investment objective is long-term total returns through holding a diversified portfolio of private equity funds and direct investments into private companies alongside private equity managers, a majority of which will have a European mid-market focus.
54GF 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.

£6.14
Price
£11.44
GF Value