Altshuler Shaham Financial (XTAE:ALTF) ROE % Adjusted to Book Value: 8.71% (As of Mar. 2026)

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XTAE:ALTF Altshuler Shaham Financial Ltd XTAE:ALTF
78 GF Score
Price ₪6.43
GF Value ₪5.23
Valuation Modestly Overvalued
! 3 Warning Signs
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What is Altshuler Shaham Financial ROE % Adjusted to Book Value?

Altshuler Shaham Financial XTAE:ALTF -0.34% 78 ROE % Adjusted to Book Value is 8.71% as of Mar. 2026. GuruFocus rates XTAE:ALTF with a GF Score™ of 78/100 and a GF Value™ of ₪5.23 (Modestly Overvalued). The stock has 3 warning signs investors should review.

Altshuler Shaham Financial's ROE % for the quarter that ended in Mar. 2026 was 19.07%. Altshuler Shaham Financial's PB Ratio for the quarter that ended in Mar. 2026 was 2.19. Altshuler Shaham Financial's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 8.71%.


Altshuler Shaham Financial ROE % Adjusted to Book Value Related Terms


Altshuler Shaham Financial ROE % Adjusted to Book Value Historical Data

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The historical data trend for Altshuler Shaham Financial'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.

Altshuler Shaham Financial ROE % Adjusted to Book Value Chart

Altshuler Shaham Financial 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 10.33 14.83 14.03 9.12 9.12

Altshuler Shaham Financial Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 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 9.12 10.78 7.21 12.39 8.71

XTAE:ALTF vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Altshuler Shaham Financial'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.


Altshuler Shaham Financial ROE % Adjusted to Book Value vs Asset Management Industry

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

* The bar in red indicates where Altshuler Shaham Financial's ROE % Adjusted to Book Value falls into.


XTAE:ALTF
78GF Score
Altshuler Shaham Financial Ltd XTAE:ALTF
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Altshuler Shaham Financial ROE % Adjusted to Book Value Calculation

Altshuler Shaham Financial'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
=22.34% / 2.45
=9.12%

Altshuler Shaham Financial'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
=19.07% / 2.19
=8.71%

* 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 8.71% mean?
Altshuler Shaham Financial (XTAE:ALTF) has a ROE % Adjusted to Book Value of 8.71% 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 Altshuler Shaham Financial and its competitors.
Is Altshuler Shaham Financial's ROE % Adjusted to Book Value too high?
Altshuler Shaham Financial's current ROE % Adjusted to Book Value is 8.71%. Overall, Altshuler Shaham Financial has a GF Score™ of 78/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Altshuler Shaham Financial's ROE % Adjusted to Book Value compare to BLK and BX?
Altshuler Shaham Financial's ROE % Adjusted to Book Value of 8.71% 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 Altshuler Shaham Financial and its competitors. Altshuler Shaham Financial's current ROE % Adjusted to Book Value is 8.71%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Altshuler Shaham Financial stock overvalued right now?
Based on GuruFocus' analysis, Altshuler Shaham Financial (XTAE:ALTF) is currently considered Modestly Overvalued. The stock's GF Value™ is ₪5.23, compared to a current price of ₪6.43 — trading 23% above its estimated fair value. The current ROE % Adjusted to Book Value is 8.71%. Altshuler Shaham Financial's overall GF Score™ is 78/100 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 Altshuler Shaham Financial (XTAE:ALTF), the current ROE % Adjusted to Book Value is 8.71% 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 Altshuler Shaham Financial (XTAE:ALTF) Overvalued in 2026?

Based on GuruFocus' analysis, Altshuler Shaham Financial stock appears to be overvalued. The current stock price of ₪6.43 is trading 23% above its estimated GF Value™ of ₪5.23. GuruFocus considers Altshuler Shaham Financial to be Modestly Overvalued.

Key valuation signals for XTAE:ALTF:

  • ROE % Adjusted to Book Value: 8.71%
  • GF Value™: ₪5.23 vs. price of ₪6.43 (23% above fair value)
  • GF Score™: 78/100 with 3 warning signs

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


Altshuler Shaham Financial Business Description

Address 19A Habarzel Street, Ramat Hachayal, Tel Aviv, ISR, 6971026
Altshuler Shaham Financial Ltd is a manager of provident funds, study and pension funds. It holds a permit to operate provident funds for savings, provident pay and severance pay, central severance pay funds, study funds, central sick pay provident fund, a central provident fund for budgetary pension participation, investment provident funds, and investment provident funds - long-term savings for children (with multiple tracks). The company has two operating segments: The pension fund segment and the Provident fund segment.
78GF Score

Get the complete analysis for XTAE:ALTF

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

₪6.43
Price
₪5.23
GF Value