CVTGF (Clairvest Group) ROE %: 34.95% (As of Dec. 2025) — 212% Above Median


CVTGF Clairvest Group Inc CVTGF
66 GF Score
Price $49.00
GF Value $50.64
! 1 Warning Sign
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What is Clairvest Group ROE %?

Clairvest Group CVTGF 66 ROE % is 34.95% as of Dec. 2025, which is 212% above its 10-year median of 11.21. GuruFocus rates CVTGF with a GF Score™ of 66/100 and a GF Value™ of $50.64. The stock has 1 warning sign investors should review. Among 1,615 Asset Management companies, Clairvest Group ranks worse than 52.69% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Clairvest Group's annualized net income for the quarter that ended in Dec. 2025 was $304.79 Mil. Clairvest Group's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was $872.15 Mil. Therefore, Clairvest Group's annualized ROE % for the quarter that ended in Dec. 2025 was 34.95%.

The historical rank and industry rank for Clairvest Group's ROE % or its related term are showing as below:

CVTGF' s ROE % Range Over the Past 10 Years
Min: -0.28   Med: 11.21   Max: 32.42
Current: 5.72

During the past 13 years, Clairvest Group's highest ROE % was 32.42%. The lowest was -0.28%. And the median was 11.21%.

CVTGF's ROE % is ranked worse than
52.69% of 1615 companies
in the Asset Management industry
Industry Median: 6.35 vs CVTGF: 5.72

Clairvest Group  (OTCPK:CVTGF) 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: Dec. 2025 )
=Net Income/Total Stockholders Equity
=304.788/872.146
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(304.788 / 371.62)*(371.62 / 983.421)*(983.421 / 872.146)
=Net Margin %*Asset Turnover*Equity Multiplier
=82.02 %*0.3779*1.1276
=ROA %*Equity Multiplier
=31 %*1.1276
=34.95 %

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: Dec. 2025 )
=Net Income/Total Stockholders Equity
=304.788/872.146
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (304.788 / 349.64) * (349.64 / 371.62) * (371.62 / 983.421) * (983.421 / 872.146)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 0.8717 * 94.09 % * 0.3779 * 1.1276
=34.95 %

Note: The net income data used here is four times the quarterly (Dec. 2025) net income data. The Revenue data used here is four times the quarterly (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.


Clairvest Group ROE % Related Terms


Clairvest Group ROE % Historical Data

* Premium members only.

The historical data trend for Clairvest Group'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.

Clairvest Group ROE % Chart

Clairvest Group Annual Data
Trend Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 13.01 32.32 4.20 -0.28 9.77

Clairvest Group Quarterly Data
Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25
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 12.34 6.64 6.96 -25.27 34.95

CVTGF vs BLK, BX, KKR: ROE % Comparison

For the Asset Management subindustry, Clairvest Group'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.


Clairvest Group ROE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Clairvest Group's ROE % distribution charts can be found below:

* The bar in red indicates where Clairvest Group's ROE % falls into.


CVTGF
66GF Score
Clairvest Group Inc CVTGF
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Clairvest Group ROE % Calculation

Clairvest Group's annualized ROE % for the fiscal year that ended in Mar. 2025 is calculated as

ROE %=Net Income (A: Mar. 2025 )/( (Total Stockholders Equity (A: Mar. 2024 )+Total Stockholders Equity (A: Mar. 2025 ))/ count )
=85.011/( (869.014+871.824)/ 2 )
=85.011/870.419
=9.77 %

Clairvest Group's annualized ROE % for the quarter that ended in Dec. 2025 is calculated as

ROE %=Net Income (Q: Dec. 2025 )/( (Total Stockholders Equity (Q: Sep. 2025 )+Total Stockholders Equity (Q: Dec. 2025 ))/ count )
=304.788/( (834.425+909.867)/ 2 )
=304.788/872.146
=34.95 %

* 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 four times the quarterly (Dec. 2025) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 34.95% mean?
Clairvest Group (CVTGF) has a ROE % of 34.95% 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 Clairvest Group and its competitors. This is 212% above median its historical median of 11.21. According to the industry distribution chart, Clairvest Group ranks #851 out of 1615 companies in the Asset Management industry, placing it in the top 52.7%.
Is Clairvest Group's ROE % too high?
Clairvest Group's current ROE % of 34.95% is 212% above median its 10-year median of 11.21. The Asset Management industry median ROE % is 6.35. Clairvest Group's value of 34.95% is 450.4% above this industry median. Based on the distribution chart, Clairvest Group ranks #851 out of 1615 companies in the Asset Management industry, which is below the industry midpoint. Overall, Clairvest Group has a GF Score™ of 66/100, reflecting its overall financial health beyond just this single metric.
How does Clairvest Group's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Clairvest Group ranks #851 out of 1615 companies for ROE %. This places Clairvest Group in the lower half of its industry. The industry median ROE % is 6.35. Clairvest Group's value of 34.95% is 450.4% above this benchmark. While the company's 10-year median is 11.21 vs. the industry median of 6.35, Clairvest Group 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. Clairvest Group's current ROE % of 34.95% is 450.4% 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 Clairvest Group 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. Clairvest Group's current ROE % is 34.95%, which is 212% above median its own 10-year median of 11.21. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Clairvest Group stock overvalued right now?
Clairvest Group (CVTGF) has a current ROE % of 34.95%. The stock's GF Value™ is $50.64, compared to a current price of $49.00 — trading 3.2% below its estimated fair value. The current ROE % is 34.95%, which is 212% above median its 10-year median of 11.21 and 450.4% above the Asset Management industry median of 6.35. Clairvest Group's overall GF Score™ is 66/100 with 1 warning sign 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 Clairvest Group (CVTGF), the current ROE % is 34.95% 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 Clairvest Group (CVTGF) Overvalued in 2026?

Based on GuruFocus' analysis, Clairvest Group stock appears to be undervalued. The current stock price of $49.00 is trading 3.2% below its estimated GF Value™ of $50.64.

Key valuation signals for CVTGF:

  • ROE %: 34.95% (212% above median its 10-year median of 11.21)
  • GF Value™: $50.64 vs. price of $49.00 (3.2% below fair value)
  • GF Score™: 66/100 with 1 warning sign
  • Industry Position: 450.4% above the Asset Management median (#851 of 1615)

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


Clairvest Group Business Description

Other Exchanges CVG:Canada
Address 22 St. Clair Avenue East, Suite 1700, Toronto, ON, CAN, M4T 2S3
Clairvest Group Inc is a Canadian private equity investment firm. The company invests in and partners with the management teams of businesses that have the potential to create average returns in their respective industries. It contributes financing and strategic expertise to support the growth and development of its investee companies to create realizable value for all shareholders. It invests its capital into entrepreneurial corporations.
66GF Score

Get the complete analysis for CVTGF

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

$49.00
Price
$50.64
GF Value