Schroder BSC Social Impact Trust (LSE:SBSI) ROE % Adjusted to Book Value: 3.42% (As of Dec. 2025)

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LSE:SBSI Schroder BSC Social Impact Trust PLC LSE:SBSI
62 GF Score
Price £0.77
GF Value £1.05
Valuation Modestly Undervalued
! 3 Warning Signs
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What is Schroder BSC Social Impact Trust ROE % Adjusted to Book Value?

Schroder BSC Social Impact Trust LSE:SBSI 62 ROE % Adjusted to Book Value is 3.42% as of Dec. 2025. GuruFocus rates LSE:SBSI with a GF Score™ of 62/100 and a GF Value™ of £1.05 (Modestly Undervalued). The stock has 3 warning signs investors should review.

Schroder BSC Social Impact Trust's ROE % for the quarter that ended in Dec. 2025 was 2.19%. Schroder BSC Social Impact Trust's PB Ratio for the quarter that ended in Dec. 2025 was 0.64. Schroder BSC Social Impact Trust's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 3.42%.


Schroder BSC Social Impact Trust ROE % Adjusted to Book Value Related Terms


Schroder BSC Social Impact Trust ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Schroder BSC Social Impact 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 BSC Social Impact Trust ROE % Adjusted to Book Value Chart

Schroder BSC Social Impact Trust Annual Data
Trend Jun21 Jun22 Jun23 Jun24 Jun25
ROE % Adjusted to Book Value
5.79 1.70 0.78 1.45 1.45

Schroder BSC Social Impact Trust Semi-Annual Data
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 0.69 2.20 0.27 2.67 3.42

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

For the Asset Management subindustry, Schroder BSC Social Impact 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 BSC Social Impact Trust ROE % Adjusted to Book Value vs Asset Management Industry

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

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


LSE:SBSI
62GF Score
Schroder BSC Social Impact Trust PLC LSE:SBSI
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Schroder BSC Social Impact Trust ROE % Adjusted to Book Value Calculation

Schroder BSC Social Impact Trust's ROE % Adjusted to Book Value for the fiscal year that ended in Jun. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=1.09% / 0.75
=1.45%

Schroder BSC Social Impact Trust'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
=2.19% / 0.64
=3.42%

* 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 3.42% mean?
Schroder BSC Social Impact Trust (LSE:SBSI) has a ROE % Adjusted to Book Value of 3.42% 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 Schroder BSC Social Impact Trust and its competitors.
Is Schroder BSC Social Impact Trust's ROE % Adjusted to Book Value too high?
Schroder BSC Social Impact Trust's current ROE % Adjusted to Book Value is 3.42%. Overall, Schroder BSC Social Impact Trust has a GF Score™ of 62/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Schroder BSC Social Impact Trust's ROE % Adjusted to Book Value compare to BLK and BX?
Schroder BSC Social Impact Trust's ROE % Adjusted to Book Value of 3.42% 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 BSC Social Impact Trust and its competitors. Schroder BSC Social Impact Trust's current ROE % Adjusted to Book Value is 3.42%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroder BSC Social Impact Trust stock overvalued right now?
Based on GuruFocus' analysis, Schroder BSC Social Impact Trust (LSE:SBSI) is currently considered Modestly Undervalued. The stock's GF Value™ is £1.05, compared to a current price of £0.77 — trading 26.7% below its estimated fair value. The current ROE % Adjusted to Book Value is 3.42%. Schroder BSC Social Impact Trust's overall GF Score™ is 62/100 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 BSC Social Impact Trust (LSE:SBSI), the current ROE % Adjusted to Book Value is 3.42% 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 Schroder BSC Social Impact Trust (LSE:SBSI) Overvalued in 2026?

Based on GuruFocus' analysis, Schroder BSC Social Impact Trust stock appears to be undervalued. The current stock price of £0.77 is trading 26.7% below its estimated GF Value™ of £1.05. GuruFocus considers Schroder BSC Social Impact Trust to be Modestly Undervalued.

Key valuation signals for LSE:SBSI:

  • ROE % Adjusted to Book Value: 3.42%
  • GF Value™: £1.05 vs. price of £0.77 (26.7% below fair value)
  • GF Score™: 62/100 with 3 warning signs

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


Schroder BSC Social Impact Trust Business Description

Address 1 London Wall Place, London, GBR, EC2Y 5AU
Schroder BSC Social Impact Trust PLC is an investment company. Its objective is to deliver positive social impact as well as long-term capital growth and income through investing in a diversified portfolio of private market impact funds, co-investments alongside impact investors, and direct investments to gain exposure to private market social impact investments.
62GF 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.

£0.77
Price
£1.05
GF Value