Tatton Asset Management (LSE:TAM) ROE % Adjusted to Book Value: 5.71% (As of Mar. 2026)


LSE:TAM Tatton Asset Management PLC LSE:TAM
93 GF Score
Price £7.46
GF Value £8.59
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Tatton Asset Management ROE % Adjusted to Book Value?

Tatton Asset Management LSE:TAM +0.81% 93 ROE % Adjusted to Book Value is 5.71% as of Mar. 2026. GuruFocus rates LSE:TAM with a GF Score™ of 93/100 and a GF Value™ of £8.59 (Modestly Undervalued). The stock has 2 warning signs investors should review.

Tatton Asset Management's ROE % for the quarter that ended in Mar. 2026 was 36.65%. Tatton Asset Management's PB Ratio for the quarter that ended in Mar. 2026 was 6.42. Tatton Asset Management's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 5.71%.


Tatton Asset Management ROE % Adjusted to Book Value Related Terms


Tatton Asset Management ROE % Adjusted to Book Value Historical Data

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The historical data trend for Tatton Asset Management'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.

Tatton Asset Management ROE % Adjusted to Book Value Chart

Tatton Asset Management Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.90 5.72 3.88 4.73 5.56

Tatton Asset Management 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 4.62 4.04 4.68 4.29 5.71

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

For the Asset Management subindustry, Tatton Asset Management'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.


Tatton Asset Management ROE % Adjusted to Book Value vs Asset Management Industry

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

* The bar in red indicates where Tatton Asset Management's ROE % Adjusted to Book Value falls into.


LSE:TAM
93GF Score
Tatton Asset Management PLC LSE:TAM
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Tatton Asset Management ROE % Adjusted to Book Value Calculation

Tatton Asset Management's ROE % Adjusted to Book Value for the fiscal year that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=35.67% / 6.42
=5.56%

Tatton Asset Management'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
=36.65% / 6.42
=5.71%

* 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 5.71% mean?
Tatton Asset Management (LSE:TAM) has a ROE % Adjusted to Book Value of 5.71% 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 Tatton Asset Management and its competitors.
Is Tatton Asset Management's ROE % Adjusted to Book Value too high?
Tatton Asset Management's current ROE % Adjusted to Book Value is 5.71%. Overall, Tatton Asset Management has a GF Score™ of 93/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Tatton Asset Management's ROE % Adjusted to Book Value compare to BLK and BX?
Tatton Asset Management's ROE % Adjusted to Book Value of 5.71% 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 Tatton Asset Management and its competitors. Tatton Asset Management's current ROE % Adjusted to Book Value is 5.71%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Tatton Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Tatton Asset Management (LSE:TAM) is currently considered Modestly Undervalued. The stock's GF Value™ is £8.59, compared to a current price of £7.46 — trading 13.2% below its estimated fair value. The current ROE % Adjusted to Book Value is 5.71%. Tatton Asset Management's overall GF Score™ is 93/100 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 Tatton Asset Management (LSE:TAM), the current ROE % Adjusted to Book Value is 5.71% 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 Tatton Asset Management (LSE:TAM) Overvalued in 2026?

Based on GuruFocus' analysis, Tatton Asset Management stock appears to be undervalued. The current stock price of £7.46 is trading 13.2% below its estimated GF Value™ of £8.59. GuruFocus considers Tatton Asset Management to be Modestly Undervalued.

Key valuation signals for LSE:TAM:

  • ROE % Adjusted to Book Value: 5.71%
  • GF Value™: £8.59 vs. price of £7.46 (13.2% below fair value)
  • GF Score™: 93/100 with 2 warning signs

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


Tatton Asset Management Business Description

Other Exchanges TAMl:UK2T7:Germany
Address Paradigm House, Lower Meadow Road, Brooke Court, Handforth, Wilmslow, Cheshire, GBR, SK9 3ND
Tatton Asset Management PLC offers on-platform only discretionary fund management, regulatory, compliance, and business consulting services, as well as a whole of market mortgage provision, to directly authorized financial advisers across the United Kingdom. The company's business segments include Tatton and Paradigm, with the maximum revenue derived from the Tatton segment.
93GF Score

Get the complete analysis for LSE:TAM

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

£7.46
Price
£8.59
GF Value