Diverseome Trust (The) (LSE:DIVI) ROE %: 15.57% (As of Nov. 2025) — 148% Above Median


LSE:DIVI Diverse Income Trust (The) PLC LSE:DIVI
33 GF Score
Price £1.18
! 6 Warning Signs
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What is Diverseome Trust (The) ROE %?

Diverseome Trust (The) LSE:DIVI 33 ROE % is 15.57% as of Nov. 2025, which is 148% above its 10-year median of 6.29. GuruFocus rates LSE:DIVI with a GF Score™ of 33/100. The stock has 6 warning signs investors should review. Among 1,612 Asset Management companies, Diverseome Trust (The) ranks better than 77.48% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Diverseome Trust (The)'s annualized net income for the quarter that ended in Nov. 2025 was £34.04 Mil. Diverseome Trust (The)'s average Total Stockholders Equity over the quarter that ended in Nov. 2025 was £218.70 Mil. Therefore, Diverseome Trust (The)'s annualized ROE % for the quarter that ended in Nov. 2025 was 15.57%.

The historical rank and industry rank for Diverseome Trust (The)'s ROE % or its related term are showing as below:

LSE:DIVI' s ROE % Range Over the Past 10 Years
Min: -17.57   Med: 6.29   Max: 31.17
Current: 16.52

During the past 13 years, Diverseome Trust (The)'s highest ROE % was 31.17%. The lowest was -17.57%. And the median was 6.29%.

LSE:DIVI's ROE % is ranked better than
77.48% of 1612 companies
in the Asset Management industry
Industry Median: 6.395 vs LSE:DIVI: 16.52

Diverseome Trust (The)  (LSE:DIVI) 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: Nov. 2025 )
=Net Income/Total Stockholders Equity
=34.044/218.7015
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(34.044 / 34.988)*(34.988 / 260.996)*(260.996 / 218.7015)
=Net Margin %*Asset Turnover*Equity Multiplier
=97.3 %*0.1341*1.1934
=ROA %*Equity Multiplier
=13.05 %*1.1934
=15.57 %

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: Nov. 2025 )
=Net Income/Total Stockholders Equity
=34.044/218.7015
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (34.044 / 34.144) * (34.144 / 34.988) * (34.988 / 260.996) * (260.996 / 218.7015)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 0.9971 * 97.59 % * 0.1341 * 1.1934
=15.57 %

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


Diverseome Trust (The) ROE % Related Terms


Diverseome Trust (The) ROE % Historical Data

* Premium members only.

The historical data trend for Diverseome Trust (The)'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.

Diverseome Trust (The) ROE % Chart

Diverseome Trust (The) Annual Data
Trend May16 May17 May18 May19 May20 May21 May22 May23 May24 May25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 31.17 -3.45 -17.57 15.25 11.81

Diverseome Trust (The) Semi-Annual Data
May16 Nov16 May17 Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24 May25 Nov25
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 -2.12 38.76 7.29 16.45 15.57

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

For the Asset Management subindustry, Diverseome Trust (The)'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.


Diverseome Trust (The) ROE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Diverseome Trust (The)'s ROE % distribution charts can be found below:

* The bar in red indicates where Diverseome Trust (The)'s ROE % falls into.


LSE:DIVI
33GF Score
Diverse Income Trust (The) PLC LSE:DIVI
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Diverseome Trust (The) ROE % Calculation

Diverseome Trust (The)'s annualized ROE % for the fiscal year that ended in May. 2025 is calculated as

ROE %=Net Income (A: May. 2025 )/( (Total Stockholders Equity (A: May. 2024 )+Total Stockholders Equity (A: May. 2025 ))/ count )
=28.694/( (233.713+252.217)/ 2 )
=28.694/242.965
=11.81 %

Diverseome Trust (The)'s annualized ROE % for the quarter that ended in Nov. 2025 is calculated as

ROE %=Net Income (Q: Nov. 2025 )/( (Total Stockholders Equity (Q: May. 2025 )+Total Stockholders Equity (Q: Nov. 2025 ))/ count )
=34.044/( (252.217+185.186)/ 2 )
=34.044/218.7015
=15.57 %

* 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 (Nov. 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 15.57% mean?
Diverseome Trust (The) (LSE:DIVI) has a ROE % of 15.57% as of Nov. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Diverseome Trust (The) and its competitors. This is 148% above median its historical median of 6.29. According to the industry distribution chart, Diverseome Trust (The) ranks #363 out of 1612 companies in the Asset Management industry, placing it in the top 22.5%.
Is Diverseome Trust (The)'s ROE % too high?
Diverseome Trust (The)'s current ROE % of 15.57% is 148% above median its 10-year median of 6.29. The Asset Management industry median ROE % is 6.40. Diverseome Trust (The)'s value of 15.57% is 143.5% above this industry median. Based on the distribution chart, Diverseome Trust (The) ranks #363 out of 1612 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Diverseome Trust (The) has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Diverseome Trust (The)'s ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Diverseome Trust (The) ranks #363 out of 1612 companies for ROE %. This places Diverseome Trust (The) in the top 23% of its industry — outperforming the majority of peers. The industry median ROE % is 6.40. Diverseome Trust (The)'s value of 15.57% is 143.5% above this benchmark. While the company's 10-year median is 6.29 vs. the industry median of 6.40, Diverseome Trust (The) 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 6.40, 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. Diverseome Trust (The)'s current ROE % of 15.57% is 143.5% 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 Diverseome Trust (The) and its competitors. For the Asset Management industry, the median ROE % is 6.40 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Diverseome Trust (The)'s current ROE % is 15.57%, which is 148% above median its own 10-year median of 6.29. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Diverseome Trust (The) stock overvalued right now?
Diverseome Trust (The) (LSE:DIVI) has a current ROE % of 15.57%. The current ROE % is 15.57%, which is 148% above median its 10-year median of 6.29 and 143.5% above the Asset Management industry median of 6.40. Diverseome Trust (The)'s overall GF Score™ is 33/100 with 6 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 Diverseome Trust (The) (LSE:DIVI), the current ROE % is 15.57% as of Nov. 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.

Diverseome Trust (The) Business Description

Address 51 Lime Street, 19th Floor, London, GBR, EC3M 7DQ
Diverse Income Trust (The) PLC is a UK-based closed-end investment fund. The company mainly invests in quoted or traded UK companies with a wide range of market capitalizations but a long-term bias toward small and mid-cap equities. It adopts a stock-specific approach in managing the company's portfolio and therefore sector weightings are of secondary consideration. The company also utilizes derivative instruments including index-linked notes, contracts for differences, covered options, and other equity-related derivative instruments for efficient portfolio management, gearing, and investment purposes. Its main objective is to pay shareholders a good and growing dividend income.
33GF Score

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