Augmentum Fintech (LSE:AUGM) ROE %: -2.22% (As of Sep. 2025)


LSE:AUGM Augmentum Fintech PLC LSE:AUGM
21 GF Score
Price £1.11
GF Value £0.78
Valuation Significantly Overvalued
! 2 Warning Signs
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What is Augmentum Fintech ROE %?

Augmentum Fintech LSE:AUGM 21 ROE % is -2.22% as of Sep. 2025. GuruFocus rates LSE:AUGM with a GF Score™ of 21/100 and a GF Value™ of £0.78 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 1,612 Asset Management companies, Augmentum Fintech ranks worse than 82.01% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Augmentum Fintech's annualized net income for the quarter that ended in Sep. 2025 was £-6.31 Mil. Augmentum Fintech's average Total Stockholders Equity over the quarter that ended in Sep. 2025 was £283.84 Mil. Therefore, Augmentum Fintech's annualized ROE % for the quarter that ended in Sep. 2025 was -2.22%.

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

LSE:AUGM' s ROE % Range Over the Past 10 Years
Min: -5.17   Med: 5.58   Max: 24.8
Current: -4.14

During the past 7 years, Augmentum Fintech's highest ROE % was 24.80%. The lowest was -5.17%. And the median was 5.58%.

LSE:AUGM's ROE % is ranked worse than
82.01% of 1612 companies
in the Asset Management industry
Industry Median: 6.535 vs LSE:AUGM: -4.14

Augmentum Fintech  (LSE:AUGM) 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: Sep. 2025 )
=Net Income/Total Stockholders Equity
=-6.314/283.8375
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(-6.314 / -0.476)*(-0.476 / 286.062)*(286.062 / 283.8375)
=Net Margin %*Asset Turnover*Equity Multiplier
=1326.47 %*-0.0017*1.0078
=ROA %*Equity Multiplier
=-2.25 %*1.0078
=-2.22 %

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: Sep. 2025 )
=Net Income/Total Stockholders Equity
=-6.314/283.8375
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (-6.314 / -6.314) * (-6.314 / -0.476) * (-0.476 / 286.062) * (286.062 / 283.8375)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 1 * 1326.47 % * -0.0017 * 1.0078
=-2.22 %

Note: The net income data used here is two times the semi-annual (Sep. 2025) net income data. The Revenue data used here is two times the semi-annual (Sep. 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.


Augmentum Fintech ROE % Related Terms


Augmentum Fintech ROE % Historical Data

* Premium members only.

The historical data trend for Augmentum Fintech'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.

Augmentum Fintech ROE % Chart

Augmentum Fintech Annual Data
Trend Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25
ROE %
Get a 7-Day Free Trial 12.34 24.80 1.66 4.62 -5.17

Augmentum Fintech Semi-Annual Data
Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25
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 0.61 8.69 -4.33 -6.04 -2.22

LSE:AUGM vs BLK, BX, KKR: ROE % Comparison

For the Asset Management subindustry, Augmentum Fintech'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.


Augmentum Fintech ROE % vs Asset Management Industry

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

* The bar in red indicates where Augmentum Fintech's ROE % falls into.


LSE:AUGM
21GF Score
Augmentum Fintech PLC LSE:AUGM
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Augmentum Fintech ROE % Calculation

Augmentum Fintech'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 )
=-15.225/( (303.317+285.416)/ 2 )
=-15.225/294.3665
=-5.17 %

Augmentum Fintech's annualized ROE % for the quarter that ended in Sep. 2025 is calculated as

ROE %=Net Income (Q: Sep. 2025 )/( (Total Stockholders Equity (Q: Mar. 2025 )+Total Stockholders Equity (Q: Sep. 2025 ))/ count )
=-6.314/( (285.416+282.259)/ 2 )
=-6.314/283.8375
=-2.22 %

* 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 (Sep. 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 -2.22% mean?
Augmentum Fintech (LSE:AUGM) has a ROE % of -2.22% as of Sep. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Augmentum Fintech and its competitors. According to the industry distribution chart, Augmentum Fintech ranks #1322 out of 1612 companies in the Asset Management industry, placing it in the top 82%.
Is Augmentum Fintech's ROE % too high?
Augmentum Fintech's current ROE % is -2.22%. Based on the distribution chart, Augmentum Fintech ranks #1322 out of 1612 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Augmentum Fintech has a GF Score™ of 21/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Augmentum Fintech's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Augmentum Fintech ranks #1322 out of 1612 companies for ROE %. This places Augmentum Fintech in the lower half of its industry. The industry median ROE % is 6.54. 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 6.54, based on 1,612 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. 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 Augmentum Fintech and its competitors. For the Asset Management industry, the median ROE % is 6.54 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Augmentum Fintech's current ROE % is -2.22%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Augmentum Fintech stock overvalued right now?
Based on GuruFocus' analysis, Augmentum Fintech (LSE:AUGM) is currently considered Significantly Overvalued. The stock's GF Value™ is £0.78, compared to a current price of £1.11 — trading 42.3% above its estimated fair value. The current ROE % is -2.22%. Augmentum Fintech's overall GF Score™ is 21/100 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 Augmentum Fintech (LSE:AUGM), the current ROE % is -2.22% as of Sep. 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 Augmentum Fintech (LSE:AUGM) Overvalued in 2026?

Based on GuruFocus' analysis, Augmentum Fintech stock appears to be overvalued. The current stock price of £1.11 is trading 42.3% above its estimated GF Value™ of £0.78. GuruFocus considers Augmentum Fintech to be Significantly Overvalued.

Key valuation signals for LSE:AUGM:

  • ROE %: -2.22%
  • GF Value™: £0.78 vs. price of £1.11 (42.3% above fair value)
  • GF Score™: 21/100 with 2 warning signs

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


Augmentum Fintech Business Description

Address 25 Southampton Buildings, London, GBR, WC2A 1AL
Augmentum Fintech PLC is a closed-ended investment company, which invests in companies located in the UK. The company's investment objective is to generate capital growth over the long term through investment in a portfolio of fast-growing and/or high-potential private financial services technology businesses. It invests in early-stage high-growth fintech businesses in the banking, insurance and asset management sectors.
21GF Score

Get the complete analysis for LSE:AUGM

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

£1.11
Price
£0.78
GF Value