Barings Emerging EMEA Opportunities (LSE:BEMO) ROE %: 6.16% (As of Mar. 2026) — 61% Below Median

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LSE:BEMO Barings Emerging EMEA Opportunities PLC LSE:BEMO
56 GF Score
Price £8.20
GF Value £15.71
Valuation Significantly Undervalued
! 1 Warning Sign
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What is Barings Emerging EMEA Opportunities ROE %?

Barings Emerging EMEA Opportunities LSE:BEMO 56 ROE % is 6.16% as of Mar. 2026, which is 61% below its 10-year median of 15.67. GuruFocus rates LSE:BEMO with a GF Score™ of 56/100 and a GF Value™ of £15.71 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 1,611 Asset Management companies, Barings Emerging EMEA Opportunities ranks better than 77.09% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Barings Emerging EMEA Opportunities's annualized net income for the quarter that ended in Mar. 2026 was £6.39 Mil. Barings Emerging EMEA Opportunities's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was £103.78 Mil. Therefore, Barings Emerging EMEA Opportunities's annualized ROE % for the quarter that ended in Mar. 2026 was 6.16%.

The historical rank and industry rank for Barings Emerging EMEA Opportunities's ROE % or its related term are showing as below:

LSE:BEMO' s ROE % Range Over the Past 10 Years
Min: -35.14   Med: 15.67   Max: 32.69
Current: 17.14

During the past 13 years, Barings Emerging EMEA Opportunities's highest ROE % was 32.69%. The lowest was -35.14%. And the median was 15.67%.

LSE:BEMO's ROE % is ranked better than
77.09% of 1611 companies
in the Asset Management industry
Industry Median: 6.64 vs LSE:BEMO: 17.14

Barings Emerging EMEA Opportunities  (LSE:BEMO) 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
=6.39/103.7835
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(6.39 / 7.484)*(7.484 / 104.3395)*(104.3395 / 103.7835)
=Net Margin %*Asset Turnover*Equity Multiplier
=85.38 %*0.0717*1.0054
=ROA %*Equity Multiplier
=6.12 %*1.0054
=6.16 %

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
=6.39/103.7835
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (6.39 / 6.52) * (6.52 / 7.484) * (7.484 / 104.3395) * (104.3395 / 103.7835)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 0.9801 * 87.12 % * 0.0717 * 1.0054
=6.16 %

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.


Barings Emerging EMEA Opportunities ROE % Related Terms


Barings Emerging EMEA Opportunities ROE % Historical Data

* Premium members only.

The historical data trend for Barings Emerging EMEA Opportunities'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.

Barings Emerging EMEA Opportunities ROE % Chart

Barings Emerging EMEA Opportunities Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 30.98 -35.14 0.23 15.96 24.62

Barings Emerging EMEA Opportunities Semi-Annual Data
Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 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 5.13 0.00 20.19 28.17 6.16

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

For the Asset Management subindustry, Barings Emerging EMEA Opportunities'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.


Barings Emerging EMEA Opportunities ROE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Barings Emerging EMEA Opportunities's ROE % distribution charts can be found below:

* The bar in red indicates where Barings Emerging EMEA Opportunities's ROE % falls into.


LSE:BEMO
56GF Score
Barings Emerging EMEA Opportunities PLC LSE:BEMO
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Barings Emerging EMEA Opportunities ROE % Calculation

Barings Emerging EMEA Opportunities's annualized ROE % for the fiscal year that ended in Sep. 2025 is calculated as

ROE %=Net Income (A: Sep. 2025 )/( (Total Stockholders Equity (A: Sep. 2024 )+Total Stockholders Equity (A: Sep. 2025 ))/ count )
=23.01/( (83.333+103.626)/ 2 )
=23.01/93.4795
=24.62 %

Barings Emerging EMEA Opportunities'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 )
=6.39/( (103.626+103.941)/ 2 )
=6.39/103.7835
=6.16 %

* 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 6.16% mean?
Barings Emerging EMEA Opportunities (LSE:BEMO) has a ROE % of 6.16% 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 Barings Emerging EMEA Opportunities and its competitors. This is 61% below median its historical median of 15.67. According to the industry distribution chart, Barings Emerging EMEA Opportunities ranks #369 out of 1611 companies in the Asset Management industry, placing it in the top 22.9%.
Is Barings Emerging EMEA Opportunities' ROE % too high?
Barings Emerging EMEA Opportunities' current ROE % of 6.16% is 61% below median its 10-year median of 15.67. The Asset Management industry median ROE % is 6.64. Barings Emerging EMEA Opportunities' value of 6.16% is 7.2% below this industry median. Based on the distribution chart, Barings Emerging EMEA Opportunities ranks #369 out of 1611 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Barings Emerging EMEA Opportunities has a GF Score™ of 56/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Barings Emerging EMEA Opportunities' ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Barings Emerging EMEA Opportunities ranks #369 out of 1611 companies for ROE %. This places Barings Emerging EMEA Opportunities in the top 23% of its industry — outperforming the majority of peers. The industry median ROE % is 6.64. Barings Emerging EMEA Opportunities' value of 6.16% is 7.2% below this benchmark. While the company's 10-year median is 15.67 vs. the industry median of 6.64, Barings Emerging EMEA Opportunities 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. Barings Emerging EMEA Opportunities's current ROE % of 6.16% is 7.2% 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 Barings Emerging EMEA Opportunities 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. Barings Emerging EMEA Opportunities's current ROE % is 6.16%, which is 61% below median its own 10-year median of 15.67. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barings Emerging EMEA Opportunities stock overvalued right now?
Based on GuruFocus' analysis, Barings Emerging EMEA Opportunities (LSE:BEMO) is currently considered Significantly Undervalued. The stock's GF Value™ is £15.71, compared to a current price of £8.20 — trading 47.8% below its estimated fair value. The current ROE % is 6.16%, which is 61% below median its 10-year median of 15.67 and 7.2% below the Asset Management industry median of 6.64. Barings Emerging EMEA Opportunities' overall GF Score™ is 56/100 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 Barings Emerging EMEA Opportunities (LSE:BEMO), the current ROE % is 6.16% 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 Barings Emerging EMEA Opportunities (LSE:BEMO) Overvalued in 2026?

Based on GuruFocus' analysis, Barings Emerging EMEA Opportunities stock appears to be undervalued. The current stock price of £8.20 is trading 47.8% below its estimated GF Value™ of £15.71. GuruFocus considers Barings Emerging EMEA Opportunities to be Significantly Undervalued.

Key valuation signals for LSE:BEMO:

  • ROE %: 6.16% (61% below median its 10-year median of 15.67)
  • GF Value™: £15.71 vs. price of £8.20 (47.8% below fair value)
  • GF Score™: 56/100 with 1 warning sign
  • Industry Position: 7.2% below the Asset Management median (#369 of 1611)

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


Barings Emerging EMEA Opportunities Business Description

Address 46-48 James Street, London, GBR, W1U 1EZ
Barings Emerging EMEA Opportunities PLC operates as an investment trust. Its investment objective is to deliver capital growth, principally through investment in emerging and frontier equity securities listed or traded on EMEA (Eastern European, Middle Eastern and African securities markets. Investments include public listed or traded equity securities including equity-related instruments such as preference shares, convertible securities, options, and warrants. It is an asset management firm that works with institutional, insurance and intermediary clients to provide excess returns across public and private markets in fixed income, real assets and capital solutions.
56GF Score

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

£8.20
Price
£15.71
GF Value