Cake Box HoldingsLSE:CBOX 87 ROE % is 24.38% as of Mar. 2026, which is 30% below its 10-year median of 34.82. GuruFocus rates LSE:CBOX with a GF Score™ of 87/100 and a GF Value™ of £2.51 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 306 Retail - Defensive companies, Cake Box Holdings ranks better than 80.07% on this metric.
The historical rank and industry rank for Cake Box Holdings's ROE % or its related term are showing as below:
LSE:CBOX'
s ROE % Range Over the Past 10 Years
Min: 18.89 Med: 34.82 Max: 115.95
Current: 19.36
During the past 11 years, Cake Box Holdings's highest ROE % was 115.95%. The lowest was 18.89%. And the median was 34.82%.
LSE:CBOX's ROE % is ranked better than 80.07% of 306
companies
in the Retail - Defensive industry
Industry Median: 8.57
vs LSE:CBOX: 19.36
Cake Box Holdings (LSE:CBOX) 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 (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.
Cake Box Holdings ROE % Related Terms
Cake Box Holdings ROE % Historical Data
* Premium members only.
The historical data trend for Cake Box Holdings'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.
For the Grocery Stores subindustry, Cake Box Holdings'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.
Cake Box Holdings ROE % vs Retail - Defensive Industry
For the Retail - Defensive industry and Consumer Defensive sector, Cake Box Holdings's ROE % distribution charts can be found below:
* The bar in red indicates where Cake Box Holdings'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 (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Cake Box Holdings (LSE:CBOX) has a ROE % of 24.38% 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 Cake Box Holdings and its competitors. This is 30% below median its historical median of 34.82. Over the past decade, Cake Box Holdings' ROE % has ranged from 18.89 to 115.95. According to the industry distribution chart, Cake Box Holdings ranks #61 out of 306 companies in the Retail - Defensive industry, placing it in the top 19.9%.
Is Cake Box Holdings' ROE % too high?
Cake Box Holdings' current ROE % of 24.38% is 30% below median its 10-year median of 34.82. Over the past 10 years, this metric has ranged from a low of 18.89 to a high of 115.95. The Retail - Defensive industry median ROE % is 8.57. Cake Box Holdings' value of 24.38% is 184.5% above this industry median. Based on the distribution chart, Cake Box Holdings ranks #61 out of 306 companies in the Retail - Defensive industry, which is in the top quartile — a strong position relative to peers. Overall, Cake Box Holdings has a GF Score™ of 87/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Cake Box Holdings' ROE % compare to KR and SFM?
According to the Retail - Defensive industry distribution chart, Cake Box Holdings ranks #61 out of 306 companies for ROE %. This places Cake Box Holdings in the top 20% of its industry — outperforming the majority of peers. The industry median ROE % is 8.57. Cake Box Holdings' value of 24.38% is 184.5% above this benchmark. Historically, Cake Box Holdings' own ROE % has ranged from 18.89 to 115.95 over the past decade. While the company's 10-year median is 34.82 vs. the industry median of 8.57, Cake Box Holdings 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 a Retail - Defensive company?
The median ROE % among Retail - Defensive companies is 8.57, based on 306 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. Cake Box Holdings's current ROE % of 24.38% is 184.5% 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 Cake Box Holdings and its competitors. For the Retail - Defensive industry, the median ROE % is 8.57 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Cake Box Holdings's current ROE % is 24.38%, which is 30% below median its own 10-year median of 34.82. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Cake Box Holdings stock overvalued right now?
Based on GuruFocus' analysis, Cake Box Holdings (LSE:CBOX) is currently considered Modestly Undervalued. The stock's GF Value™ is £2.51, compared to a current price of £2.03 — trading 19.3% below its estimated fair value. The current ROE % is 24.38%, which is 30% below median its 10-year median of 34.82 and 184.5% above the Retail - Defensive industry median of 8.57. Cake Box Holdings' overall GF Score™ is 87/100 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 Cake Box Holdings (LSE:CBOX), the current ROE % is 24.38% 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 Cake Box Holdings (LSE:CBOX) Overvalued in 2026?
Based on GuruFocus' analysis, Cake Box Holdings stock appears to be undervalued.
The current stock price of £2.03 is trading 19.3% below its estimated GF Value™ of £2.51.
GuruFocus considers Cake Box Holdings to be Modestly Undervalued.
Key valuation signals for LSE:CBOX:
ROE %: 24.38% (30% below median its 10-year median of 34.82)
GF Value™: £2.51 vs. price of £2.03 (19.3% below fair value)
Industry Position: 184.5% above the Retail - Defensive median (#61 of 306)
No single metric tells the full story. See the LSE:CBOX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Cake Box Holdings PLC is a retailer of fresh cream cakes. It offers a range of cakes that include cupcakes, photo cakes, number cakes, fruit cakes, mehndi cakes, round cakes, kid's cakes, platter cakes, and wedding cakes. The company recognizes revenue revenue from Sale of sponges, fresh cream and other goods to franchisees, Online sales of cakes and related products to customers, Franchise package. Geographically, it derives revenue from the United Kingdom.
87GF Score
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