Fidelity European TrustCHIX:FEVL 50 ROE % is 12.73% as of Dec. 2025, which is 16% below its 10-year median of 15.22. GuruFocus rates CHIX:FEVL with a GF Score™ of 50/100 and a GF Value™ of £3.70. The stock has 2 warning signs investors should review. Among 1,615 Asset Management companies, Fidelity European Trust ranks better than 75.42% on this metric.
The historical rank and industry rank for Fidelity European Trust's ROE % or its related term are showing as below:
CHIX:FEVl'
s ROE % Range Over the Past 10 Years
Min: -5.01 Med: 15.22 Max: 21.31
Current: 14.99
During the past 13 years, Fidelity European Trust's highest ROE % was 21.31%. The lowest was -5.01%. And the median was 15.22%.
CHIX:FEVl's ROE % is ranked better than 75.42% of 1615
companies
in the Asset Management industry
Industry Median: 6.35
vs CHIX:FEVl: 14.99
Fidelity European Trust (CHIX:FEVl) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
* 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.
For the Asset Management subindustry, Fidelity European Trust's ROE %, along with its competitors' market caps and ROE % 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.
Fidelity European Trust ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Fidelity European Trust's ROE % distribution charts can be found below:
* The bar in red indicates where Fidelity European Trust's ROE % falls into.
* 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.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Dec. 2025) net income data.
ROE % is displayed in the 30-year financial page.
Fidelity European Trust (CHIX:FEVL) has a ROE % of 12.73% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Fidelity European Trust and its competitors. This is 16% below median its historical median of 15.22. According to the industry distribution chart, Fidelity European Trust ranks #397 out of 1615 companies in the Asset Management industry, placing it in the top 24.6%.
Is Fidelity European Trust's ROE % too high?
Fidelity European Trust's current ROE % of 12.73% is 16% below median its 10-year median of 15.22. The Asset Management industry median ROE % is 6.35. Fidelity European Trust's value of 12.73% is 100.5% above this industry median. Based on the distribution chart, Fidelity European Trust ranks #397 out of 1615 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Fidelity European Trust has a GF Score™ of 50/100, reflecting its overall financial health beyond just this single metric.
How does Fidelity European Trust's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Fidelity European Trust ranks #397 out of 1615 companies for ROE %. This places Fidelity European Trust in the top 25% of its industry — outperforming the majority of peers. The industry median ROE % is 6.35. Fidelity European Trust's value of 12.73% is 100.5% above this benchmark. While the company's 10-year median is 15.22 vs. the industry median of 6.35, Fidelity European Trust has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.35, based on 1,615 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Fidelity European Trust's current ROE % of 12.73% is 100.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Fidelity European Trust and its competitors. For the Asset Management industry, the median ROE % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fidelity European Trust's current ROE % is 12.73%, which is 16% below median its own 10-year median of 15.22. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fidelity European Trust stock overvalued right now?
Fidelity European Trust (CHIX:FEVL) has a current ROE % of 12.73%. The stock's GF Value™ is £3.70, compared to a current price of £3.50 — trading 5.5% below its estimated fair value. The current ROE % is 12.73%, which is 16% below median its 10-year median of 15.22 and 100.5% above the Asset Management industry median of 6.35. Fidelity European Trust's overall GF Score™ is 50/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Fidelity European Trust (CHIX:FEVL), the current ROE % is 12.73% 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 Fidelity European Trust (CHIX:FEVL) Overvalued in 2026?
Based on GuruFocus' analysis, Fidelity European Trust stock appears to be undervalued.
The current stock price of £3.50 is trading 5.5% below its estimated GF Value™ of £3.70.
Key valuation signals for CHIX:FEVL:
ROE %: 12.73% (16% below median its 10-year median of 15.22)
GF Value™: £3.70 vs. price of £3.50 (5.5% below fair value)
Industry Position: 100.5% above the Asset Management median (#397 of 1615)
No single metric tells the full story. See the CHIX:FEVL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Fidelity European Trust PLC is an externally managed investment company. Its investment objective is to achieve long-term growth in both capital and income by predominantly investing in equities (and their related securities) of continental European companies.
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