Rathbones Group (LSE:RAT) ROE % Adjusted to Book Value: 6.80% (As of Dec. 2025)


LSE:RAT Rathbones Group PLC LSE:RAT
74 GF Score
Price £16.02
GF Value £19.19
Valuation Modestly Undervalued
! 1 Warning Sign
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What is Rathbones Group ROE % Adjusted to Book Value?

Rathbones Group LSE:RAT +1.14% 74 ROE % Adjusted to Book Value is 6.80% as of Dec. 2025. GuruFocus rates LSE:RAT with a GF Score™ of 74/100 and a GF Value™ of £19.19 (Modestly Undervalued). The stock has 1 warning sign investors should review.

Rathbones Group's ROE % for the quarter that ended in Dec. 2025 was 10.07%. Rathbones Group's PB Ratio for the quarter that ended in Dec. 2025 was 1.48. Rathbones Group's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 6.80%.

Rathbones Group ROE % Adjusted to Book Value Related Terms

Rathbones Group ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Rathbones Group'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.

Rathbones Group ROE % Adjusted to Book Value Chart

Rathbones Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.72 3.84 2.82 3.83 5.59

Rathbones Group 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 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 2.70 5.28 2.33 4.87 6.80

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

For the Asset Management subindustry, Rathbones Group'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.

Rathbones Group ROE % Adjusted to Book Value vs Asset Management Industry

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

* The bar in red indicates where Rathbones Group's ROE % Adjusted to Book Value falls into.


LSE:RAT
74GF Score
Rathbones Group PLC LSE:RAT
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Rathbones Group ROE % Adjusted to Book Value Calculation

Rathbones Group'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
=8.28% / 1.48
=5.59%

Rathbones Group'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
=10.07% / 1.48
=6.80%

* 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 6.80% mean?
Rathbones Group (LSE:RAT) has a ROE % Adjusted to Book Value of 6.80% 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 Rathbones Group and its competitors.
Is Rathbones Group's ROE % Adjusted to Book Value too high?
Rathbones Group's current ROE % Adjusted to Book Value is 6.80%. Overall, Rathbones Group has a GF Score™ of 74/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Rathbones Group's ROE % Adjusted to Book Value compare to BLK and BX?
Rathbones Group's ROE % Adjusted to Book Value of 6.80% 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 Rathbones Group and its competitors. Rathbones Group's current ROE % Adjusted to Book Value is 6.80%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Rathbones Group stock overvalued right now?
Based on GuruFocus' analysis, Rathbones Group (LSE:RAT) is currently considered Modestly Undervalued. The stock's GF Value™ is £19.19, compared to a current price of £16.02 — trading 16.5% below its estimated fair value. The current ROE % Adjusted to Book Value is 6.80%. Rathbones Group's overall GF Score™ is 74/100 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 Rathbones Group (LSE:RAT), the current ROE % Adjusted to Book Value is 6.80% 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 Rathbones Group (LSE:RAT) Overvalued in 2026?

Based on GuruFocus' analysis, Rathbones Group stock appears to be undervalued. The current stock price of £16.02 is trading 16.5% below its estimated GF Value™ of £19.19. GuruFocus considers Rathbones Group to be Modestly Undervalued.

Key valuation signals for LSE:RAT:

  • ROE % Adjusted to Book Value: 6.80%
  • GF Value™: £19.19 vs. price of £16.02 (16.5% below fair value)
  • GF Score™: 74/100 with 1 warning sign

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

Rathbones Group Business Description

Other Exchanges RATl:UK
Address 30 Gresham Street, London, GBR, EC2V 7QN
Rathbones Group PLC provides investment and wealth management services to private clients, charities, trustees, and professional partners. The group also provides other banking, financial advisory, tax, legal, and trust services. Alongside investment management services, the company provides unit trust and multi-asset fund products sold through intermediaries to the retail sector.
74GF 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.

£16.02
Price
£19.19
GF Value