Schroder British Opportunities Trust (LSE:SBO) ROE % Adjusted to Book Value: -1.71% (As of Sep. 2025)


LSE:SBO Schroder British Opportunities Trust PLC LSE:SBO
39 GF Score
Price £0.69
GF Value £0.69
Valuation Fairly Valued
! 3 Warning Signs
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What is Schroder British Opportunities Trust ROE % Adjusted to Book Value?

Schroder British Opportunities Trust LSE:SBO 39 ROE % Adjusted to Book Value is -1.71% as of Sep. 2025. GuruFocus rates LSE:SBO with a GF Score™ of 39/100 and a GF Value™ of £0.69 (Fairly Valued). The stock has 3 warning signs investors should review.

Schroder British Opportunities Trust's ROE % for the quarter that ended in Sep. 2025 was -1.16%. Schroder British Opportunities Trust's PB Ratio for the quarter that ended in Sep. 2025 was 0.68. Schroder British Opportunities Trust's ROE % Adjusted to Book Value for the quarter that ended in Sep. 2025 was -1.71%.


Schroder British Opportunities Trust ROE % Adjusted to Book Value Related Terms


Schroder British Opportunities Trust ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Schroder British Opportunities 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.

Schroder British Opportunities Trust ROE % Adjusted to Book Value Chart

Schroder British Opportunities Trust Annual Data
Trend Jun21 Mar23 Mar24 Mar25
ROE % Adjusted to Book Value
0.00 3.92 3.49 0.70

Schroder British Opportunities Trust Semi-Annual Data
Jun21 Dec21 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only -7.16 13.93 -6.79 9.16 -1.71

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

For the Asset Management subindustry, Schroder British Opportunities 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.


Schroder British Opportunities Trust ROE % Adjusted to Book Value vs Asset Management Industry

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

* The bar in red indicates where Schroder British Opportunities Trust's ROE % Adjusted to Book Value falls into.


LSE:SBO
39GF Score
Schroder British Opportunities Trust PLC LSE:SBO
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Schroder British Opportunities Trust ROE % Adjusted to Book Value Calculation

Schroder British Opportunities Trust's ROE % Adjusted to Book Value for the fiscal year that ended in Mar. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=0.44% / 0.63
=0.70%

Schroder British Opportunities Trust's ROE % Adjusted to Book Value for the quarter that ended in Sep. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=-1.16% / 0.68
=-1.71%

* 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 -1.71% mean?
Schroder British Opportunities Trust (LSE:SBO) has a ROE % Adjusted to Book Value of -1.71% as of Sep. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Schroder British Opportunities Trust and its competitors.
Is Schroder British Opportunities Trust's ROE % Adjusted to Book Value too high?
Schroder British Opportunities Trust's current ROE % Adjusted to Book Value is -1.71%. Overall, Schroder British Opportunities Trust has a GF Score™ of 39/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Schroder British Opportunities Trust's ROE % Adjusted to Book Value compare to BLK and BX?
Schroder British Opportunities Trust's ROE % Adjusted to Book Value of -1.71% 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 Schroder British Opportunities Trust and its competitors. Schroder British Opportunities Trust's current ROE % Adjusted to Book Value is -1.71%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroder British Opportunities Trust stock overvalued right now?
Based on GuruFocus' analysis, Schroder British Opportunities Trust (LSE:SBO) is currently considered Fairly Valued. The stock's GF Value™ is £0.69, compared to a current price of £0.69 — trading 0.4% above its estimated fair value. The current ROE % Adjusted to Book Value is -1.71%. Schroder British Opportunities Trust's overall GF Score™ is 39/100 with 3 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 Schroder British Opportunities Trust (LSE:SBO), the current ROE % Adjusted to Book Value is -1.71% as of Sep. 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 Schroder British Opportunities Trust (LSE:SBO) Overvalued in 2026?

Based on GuruFocus' analysis, Schroder British Opportunities Trust stock appears to be overvalued. The current stock price of £0.69 is trading 0.4% above its estimated GF Value™ of £0.69. GuruFocus considers Schroder British Opportunities Trust to be Fairly Valued.

Key valuation signals for LSE:SBO:

  • ROE % Adjusted to Book Value: -1.71%
  • GF Value™: £0.69 vs. price of £0.69 (0.4% above fair value)
  • GF Score™: 39/100 with 3 warning signs

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


Schroder British Opportunities Trust Business Description

Address 1 London Wall Place, London, GBR, EC2Y 5AU
Schroder British Opportunities Trust PLC is an asset management company. Its investment objective is to deliver long-term total returns throughout the company's life by investing in a diversified public equity and private equity portfolio of predominantly UK companies. Its portfolio predominantly consists of securities of UK companies from different sectors such as Software, IT services, Insurance, Hotels, Restaurants & Leisure, Health Care Technology, and others.
39GF 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.

£0.69
Price
£0.69
GF Value