JPMorgan European Growth &ome (CHIX:JEGIL) ROE %: 9.83% (As of Mar. 2026) — 16% Above Median


CHIX:JEGIL JPMorgan European Growth & Income PLC CHIX:JEGIL
58 GF Score
Price £0.97
GF Value £1.02
! 4 Warning Signs
View Full Analysis

What is JPMorgan European Growth &ome ROE %?

JPMorgan European Growth &ome CHIX:JEGIL 58 ROE % is 9.83% as of Mar. 2026, which is 16% above its 10-year median of 8.51. GuruFocus rates CHIX:JEGIL with a GF Score™ of 58/100 and a GF Value™ of £1.02. The stock has 4 warning signs investors should review. Among 1,609 Asset Management companies, JPMorgan European Growth &ome ranks better than 79.93% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. JPMorgan European Growth &ome's annualized net income for the quarter that ended in Mar. 2026 was £55.5 Mil. JPMorgan European Growth &ome's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was £564.6 Mil. Therefore, JPMorgan European Growth &ome's annualized ROE % for the quarter that ended in Mar. 2026 was 9.83%.

The historical rank and industry rank for JPMorgan European Growth &ome's ROE % or its related term are showing as below:

CHIX:JEGIl' s ROE % Range Over the Past 10 Years
Min: -18.35   Med: 8.51   Max: 33.18
Current: 18.04

During the past 13 years, JPMorgan European Growth &ome's highest ROE % was 33.18%. The lowest was -18.35%. And the median was 8.51%.

CHIX:JEGIl's ROE % is ranked better than
79.93% of 1609 companies
in the Asset Management industry
Industry Median: 6.52 vs CHIX:JEGIl: 18.04

JPMorgan European Growth &ome  (CHIX:JEGIl) 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:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=55.476/564.579
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(55.476 / 58.238)*(58.238 / 608.601)*(608.601 / 564.579)
=Net Margin %*Asset Turnover*Equity Multiplier
=95.26 %*0.0957*1.078
=ROA %*Equity Multiplier
=9.12 %*1.078
=9.83 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=55.476/564.579
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (55.476 / 57.28) * (57.28 / 58.238) * (58.238 / 608.601) * (608.601 / 564.579)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 0.9685 * 98.36 % * 0.0957 * 1.078
=9.83 %

Note: The net income data used here is two times the semi-annual (Mar. 2026) net income data. The Revenue data used here is two times the semi-annual (Mar. 2026) 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.


JPMorgan European Growth &ome ROE % Related Terms


JPMorgan European Growth &ome ROE % Historical Data

* Premium members only.

The historical data trend for JPMorgan European Growth &ome's ROE % 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.

JPMorgan European Growth &ome ROE % Chart

JPMorgan European Growth &ome Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.93 9.08 15.32 2.98 18.31

JPMorgan European Growth &ome Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
ROE % 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 32.25 -2.28 8.36 26.55 9.83

CHIX:JEGIL vs BLK, BX, KKR: ROE % Comparison

For the Asset Management subindustry, JPMorgan European Growth &ome'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.


JPMorgan European Growth &ome ROE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan European Growth &ome's ROE % distribution charts can be found below:

* The bar in red indicates where JPMorgan European Growth &ome's ROE % falls into.


CHIX:JEGIL
58GF Score
JPMorgan European Growth & Income PLC CHIX:JEGIL
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

JPMorgan European Growth &ome ROE % Calculation

JPMorgan European Growth &ome's annualized ROE % for the fiscal year that ended in Mar. 2026 is calculated as

ROE %=Net Income (A: Mar. 2026 )/( (Total Stockholders Equity (A: Mar. 2025 )+Total Stockholders Equity (A: Mar. 2026 ))/ count )
=97.882/( (498.579+570.862)/ 2 )
=97.882/534.7205
=18.31 %

JPMorgan European Growth &ome's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Sep. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=55.476/( (558.296+570.862)/ 2 )
=55.476/564.579
=9.83 %

* 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 (Mar. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 9.83% mean?
JPMorgan European Growth &ome (CHIX:JEGIL) has a ROE % of 9.83% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on JPMorgan European Growth &ome and its competitors. This is 16% above median its historical median of 8.51. According to the industry distribution chart, JPMorgan European Growth &ome ranks #323 out of 1609 companies in the Asset Management industry, placing it in the top 20.1%.
Is JPMorgan European Growth &ome's ROE % too high?
JPMorgan European Growth &ome's current ROE % of 9.83% is 16% above median its 10-year median of 8.51. The Asset Management industry median ROE % is 6.52. JPMorgan European Growth &ome's value of 9.83% is 50.8% above this industry median. Based on the distribution chart, JPMorgan European Growth &ome ranks #323 out of 1609 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, JPMorgan European Growth &ome has a GF Score™ of 58/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan European Growth &ome's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan European Growth &ome ranks #323 out of 1609 companies for ROE %. This places JPMorgan European Growth &ome in the top 20% of its industry — outperforming the majority of peers. The industry median ROE % is 6.52. JPMorgan European Growth &ome's value of 9.83% is 50.8% above this benchmark. While the company's 10-year median is 8.51 vs. the industry median of 6.52, JPMorgan European Growth &ome 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 6.52, based on 1,609 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. JPMorgan European Growth &ome's current ROE % of 9.83% is 50.8% 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 JPMorgan European Growth &ome and its competitors. For the Asset Management industry, the median ROE % is 6.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JPMorgan European Growth &ome's current ROE % is 9.83%, which is 16% above median its own 10-year median of 8.51. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan European Growth &ome stock overvalued right now?
JPMorgan European Growth &ome (CHIX:JEGIL) has a current ROE % of 9.83%. The stock's GF Value™ is £1.02, compared to a current price of £0.97 — trading 5.1% below its estimated fair value. The current ROE % is 9.83%, which is 16% above median its 10-year median of 8.51 and 50.8% above the Asset Management industry median of 6.52. JPMorgan European Growth &ome's overall GF Score™ is 58/100 with 4 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 JPMorgan European Growth &ome (CHIX:JEGIL), the current ROE % is 9.83% 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 JPMorgan European Growth &ome (CHIX:JEGIL) Overvalued in 2026?

Based on GuruFocus' analysis, JPMorgan European Growth &ome stock appears to be undervalued. The current stock price of £0.97 is trading 5.1% below its estimated GF Value™ of £1.02.

Key valuation signals for CHIX:JEGIL:

  • ROE %: 9.83% (16% above median its 10-year median of 8.51)
  • GF Value™: £1.02 vs. price of £0.97 (5.1% below fair value)
  • GF Score™: 58/100 with 4 warning signs
  • Industry Position: 50.8% above the Asset Management median (#323 of 1609)

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


JPMorgan European Growth &ome Business Description

Other Exchanges JEGI:UK
Address 60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan European Growth & Income PLC is a trust that invests in a region of well governed companies which is managed by experienced fund managers with a successful European stock picking track record aiming to outperform in different economic, market and style environments. Its investment objective is that it aims o provide capital growth and a rising share price over the longer term from Continental European investments by taking carefully controlled risks through an investment method that is clearly communicated to shareholders. Currency exposure is predominantly hedged back towards the benchmark.
58GF Score

Get the complete analysis for CHIX:JEGIL

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

£0.97
Price
£1.02
GF Value