Smithson Investment Trust (LSE:SSON) ROE % Adjusted to Book Value: -9.36% (As of Dec. 2025)


LSE:SSON Smithson Investment Trust PLC LSE:SSON
33 GF Score
Price £14.38
! 2 Warning Signs
View Full Analysis

What is Smithson Investment Trust ROE % Adjusted to Book Value?

Smithson Investment Trust LSE:SSON 33 ROE % Adjusted to Book Value is -9.36% as of Dec. 2025. GuruFocus rates LSE:SSON with a GF Score™ of 33/100. The stock has 2 warning signs investors should review.

Smithson Investment Trust's ROE % for the quarter that ended in Dec. 2025 was -9.17%. Smithson Investment Trust's PB Ratio for the quarter that ended in Dec. 2025 was 0.98. Smithson Investment Trust's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was -9.36%.

Smithson Investment Trust ROE % Adjusted to Book Value Related Terms

Smithson Investment Trust ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Smithson Investment 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.

Smithson Investment Trust ROE % Adjusted to Book Value Chart

Smithson Investment Trust Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial 17.17 -35.97 13.26 -0.38 -3.33

Smithson Investment Trust Semi-Annual Data
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 1.71 -6.70 6.29 2.24 -9.36

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

For the Asset Management subindustry, Smithson Investment 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.

Smithson Investment Trust ROE % Adjusted to Book Value vs Asset Management Industry

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

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


LSE:SSON
33GF Score
Smithson Investment Trust PLC LSE:SSON
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Smithson Investment Trust ROE % Adjusted to Book Value Calculation

Smithson Investment Trust'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
=-3.26% / 0.98
=-3.33%

Smithson Investment 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
=-9.17% / 0.98
=-9.36%

* 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 -9.36% mean?
Smithson Investment Trust (LSE:SSON) has a ROE % Adjusted to Book Value of -9.36% 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 Smithson Investment Trust and its competitors.
Is Smithson Investment Trust's ROE % Adjusted to Book Value too high?
Smithson Investment Trust's current ROE % Adjusted to Book Value is -9.36%. Overall, Smithson Investment Trust has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Smithson Investment Trust's ROE % Adjusted to Book Value compare to BLK and BX?
Smithson Investment Trust's ROE % Adjusted to Book Value of -9.36% 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 Smithson Investment Trust and its competitors. Smithson Investment Trust's current ROE % Adjusted to Book Value is -9.36%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Smithson Investment Trust stock overvalued right now?
Smithson Investment Trust (LSE:SSON) has a current ROE % Adjusted to Book Value of -9.36%. The current ROE % Adjusted to Book Value is -9.36%. Smithson Investment Trust's overall GF Score™ is 33/100 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 Smithson Investment Trust (LSE:SSON), the current ROE % Adjusted to Book Value is -9.36% 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.

Smithson Investment Trust Business Description

Address 140 Aldersgate Street, 4th Floor, London, GBR, EC1A 4HY
Smithson Investment Trust PLC operates as an investment company. Its investment objective is to provide shareholders with long term growth in value through exposure to a diversified portfolio of shares issued by listed or traded companies. The company invests in various sectors such as Materials; Financials; Consumer Staples; Communication Services; Consumer Discretionary; Healthcare; Industrials; and Information Technology. Geographically, it operates in Latin America; Eurasia, the Middle East, Africa; Asia Pacific; North America and Europe. It earns maximum revenue from North America.
33GF Score

Get the complete analysis for LSE:SSON

ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£14.38
Price