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Albion Technology & General VCTLSE:AATG 40 ROE % is 4.99% as of Dec. 2025, which is 4% above its 10-year median of 4.79. GuruFocus rates LSE:AATG with a GF Score™ of 40/100 and a GF Value™ of £0.36 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 1,611 Asset Management companies, Albion Technology & General VCT ranks worse than 68.47% on this metric.
LSE:AATG'
s ROE % Range Over the Past 10 Years
Min: -5.52 Med: 4.79 Max: 21.5
Current: 1.78
During the past 13 years, Albion Technology & General VCT's highest ROE % was 21.50%. The lowest was -5.52%. And the median was 4.79%.
LSE:AATG's ROE % is ranked worse than 68.47% of 1611
companies
in the Asset Management industry
Industry Median: 6.64
vs LSE:AATG: 1.78
Albion Technology & General VCT (LSE:AATG) 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.
Albion Technology & General VCT ROE % Related Terms
Albion Technology & General VCT ROE % Historical Data
* 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, Albion Technology & General VCT'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.
Albion Technology & General VCT ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Albion Technology & General VCT's ROE % distribution charts can be found below:
* The bar in red indicates where Albion Technology & General VCT'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.
Albion Technology & General VCT (LSE:AATG) has a ROE % of 4.99% 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 Albion Technology & General VCT and its competitors. This is near median its historical median of 4.79. According to the industry distribution chart, Albion Technology & General VCT ranks #1103 out of 1611 companies in the Asset Management industry, placing it in the top 68.5%.
Is Albion Technology & General VCT's ROE % too high?
Albion Technology & General VCT's current ROE % of 4.99% is near median its 10-year median of 4.79. The Asset Management industry median ROE % is 6.64. Albion Technology & General VCT's value of 4.99% is 24.8% below this industry median. Based on the distribution chart, Albion Technology & General VCT ranks #1103 out of 1611 companies in the Asset Management industry, which is below the industry midpoint. Overall, Albion Technology & General VCT has a GF Score™ of 40/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Albion Technology & General VCT's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Albion Technology & General VCT ranks #1103 out of 1611 companies for ROE %. This places Albion Technology & General VCT in the lower half of its industry. The industry median ROE % is 6.64. Albion Technology & General VCT's value of 4.99% is 24.8% below this benchmark. While the company's 10-year median is 4.79 vs. the industry median of 6.64, Albion Technology & General VCT has consistently been below 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 6.64, based on 1,611 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. Albion Technology & General VCT's current ROE % of 4.99% is 24.8% below 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 Albion Technology & General VCT and its competitors. For the Asset Management industry, the median ROE % is 6.64 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Albion Technology & General VCT's current ROE % is 4.99%, which is near median its own 10-year median of 4.79. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Albion Technology & General VCT stock overvalued right now?
Based on GuruFocus' analysis, Albion Technology & General VCT (LSE:AATG) is currently considered Significantly Overvalued. The stock's GF Value™ is £0.36, compared to a current price of £0.66 — trading 81.9% above its estimated fair value. The current ROE % is 4.99%, which is near median its 10-year median of 4.79 and 24.8% below the Asset Management industry median of 6.64. Albion Technology & General VCT's overall GF Score™ is 40/100 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 Albion Technology & General VCT (LSE:AATG), the current ROE % is 4.99% 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 Albion Technology & General VCT (LSE:AATG) Overvalued in 2026?
Based on GuruFocus' analysis, Albion Technology & General VCT stock appears to be overvalued.
The current stock price of £0.66 is trading 81.9% above its estimated GF Value™ of £0.36.
GuruFocus considers Albion Technology & General VCT to be Significantly Overvalued.
Key valuation signals for LSE:AATG:
ROE %: 4.99% (near median its 10-year median of 4.79)
GF Value™: £0.36 vs. price of £0.66 (81.9% above fair value)
Industry Position: 24.8% below the Asset Management median (#1103 of 1611)
No single metric tells the full story. See the LSE:AATG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Albion Technology & General VCT Business Description
Albion Technology & General VCT PLC provides investors with a regular and predictable source of dividend income combined with the prospect of longer-term capital growth. The principal activity of the company is that of a Venture Capital Trust. The company maintains a balanced portfolio of predominantly unquoted growth and technology businesses in a qualifying Venture Capital Trust. The company operates in a single business segment, which is an investment in smaller early-stage companies principally based in the United Kingdom.
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