Gresham House Energy Storage Fund (LSE:GRID) ROE %: 10.39% (As of Dec. 2025) — 101% Above Median


LSE:GRID Gresham House Energy Storage Fund PLC LSE:GRID
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What is Gresham House Energy Storage Fund ROE %?

Gresham House Energy Storage Fund LSE:GRID +0.24% 39 ROE % is 10.39% as of Dec. 2025, which is 101% above its 10-year median of 5.16. GuruFocus rates LSE:GRID with a GF Score™ of 39/100. The stock has 7 warning signs investors should review. Among 1,609 Asset Management companies, Gresham House Energy Storage Fund ranks worse than 60.35% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Gresham House Energy Storage Fund's annualized net income for the quarter that ended in Dec. 2025 was £65.32 Mil. Gresham House Energy Storage Fund's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was £628.95 Mil. Therefore, Gresham House Energy Storage Fund's annualized ROE % for the quarter that ended in Dec. 2025 was 10.39%.

The historical rank and industry rank for Gresham House Energy Storage Fund's ROE % or its related term are showing as below:

LSE:GRID' s ROE % Range Over the Past 10 Years
Min: -17.01   Med: 5.16   Max: 32.09
Current: 3.73

During the past 7 years, Gresham House Energy Storage Fund's highest ROE % was 32.09%. The lowest was -17.01%. And the median was 5.16%.

LSE:GRID's ROE % is ranked worse than
60.35% of 1609 companies
in the Asset Management industry
Industry Median: 6.52 vs LSE:GRID: 3.73

Gresham House Energy Storage Fund  (LSE:GRID) 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: Dec. 2025 )
=Net Income/Total Stockholders Equity
=65.32/628.9505
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(65.32 / 68.138)*(68.138 / 631.1485)*(631.1485 / 628.9505)
=Net Margin %*Asset Turnover*Equity Multiplier
=95.86 %*0.108*1.0035
=ROA %*Equity Multiplier
=10.35 %*1.0035
=10.39 %

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: Dec. 2025 )
=Net Income/Total Stockholders Equity
=65.32/628.9505
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (65.32 / 65.32) * (65.32 / 68.138) * (68.138 / 631.1485) * (631.1485 / 628.9505)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 1 * 95.86 % * 0.108 * 1.0035
=10.39 %

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.


Gresham House Energy Storage Fund ROE % Related Terms


Gresham House Energy Storage Fund ROE % Historical Data

* Premium members only.

The historical data trend for Gresham House Energy Storage Fund'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.

Gresham House Energy Storage Fund ROE % Chart

Gresham House Energy Storage Fund Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial 18.47 32.09 -13.92 -17.01 3.69

Gresham House Energy Storage Fund Semi-Annual Data
Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -20.18 -34.36 0.33 -3.01 10.39

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

For the Asset Management subindustry, Gresham House Energy Storage Fund'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.


Gresham House Energy Storage Fund ROE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Gresham House Energy Storage Fund's ROE % distribution charts can be found below:

* The bar in red indicates where Gresham House Energy Storage Fund's ROE % falls into.


LSE:GRID
39GF Score
Gresham House Energy Storage Fund PLC LSE:GRID
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Gresham House Energy Storage Fund ROE % Calculation

Gresham House Energy Storage Fund's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=23.35/( (622.243+644.967)/ 2 )
=23.35/633.605
=3.69 %

Gresham House Energy Storage Fund's annualized ROE % for the quarter that ended in Dec. 2025 is calculated as

ROE %=Net Income (Q: Dec. 2025 )/( (Total Stockholders Equity (Q: Jun. 2025 )+Total Stockholders Equity (Q: Dec. 2025 ))/ count )
=65.32/( (612.934+644.967)/ 2 )
=65.32/628.9505
=10.39 %

* 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.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 10.39% mean?
Gresham House Energy Storage Fund (LSE:GRID) has a ROE % of 10.39% 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 Gresham House Energy Storage Fund and its competitors. This is 101% above median its historical median of 5.16. According to the industry distribution chart, Gresham House Energy Storage Fund ranks #971 out of 1609 companies in the Asset Management industry, placing it in the top 60.3%.
Is Gresham House Energy Storage Fund's ROE % too high?
Gresham House Energy Storage Fund's current ROE % of 10.39% is 101% above median its 10-year median of 5.16. The Asset Management industry median ROE % is 6.52. Gresham House Energy Storage Fund's value of 10.39% is 59.4% above this industry median. Based on the distribution chart, Gresham House Energy Storage Fund ranks #971 out of 1609 companies in the Asset Management industry, which is below the industry midpoint. Overall, Gresham House Energy Storage Fund has a GF Score™ of 39/100, reflecting its overall financial health beyond just this single metric.
How does Gresham House Energy Storage Fund's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Gresham House Energy Storage Fund ranks #971 out of 1609 companies for ROE %. This places Gresham House Energy Storage Fund in the lower half of its industry. The industry median ROE % is 6.52. Gresham House Energy Storage Fund's value of 10.39% is 59.4% above this benchmark. While the company's 10-year median is 5.16 vs. the industry median of 6.52, Gresham House Energy Storage Fund 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 6.52, based on 1,609 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. Gresham House Energy Storage Fund's current ROE % of 10.39% is 59.4% 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 Gresham House Energy Storage Fund and its competitors. For the Asset Management industry, the median ROE % is 6.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Gresham House Energy Storage Fund's current ROE % is 10.39%, which is 101% above median its own 10-year median of 5.16. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Gresham House Energy Storage Fund stock overvalued right now?
Gresham House Energy Storage Fund (LSE:GRID) has a current ROE % of 10.39%. The current ROE % is 10.39%, which is 101% above median its 10-year median of 5.16 and 59.4% above the Asset Management industry median of 6.52. Gresham House Energy Storage Fund's overall GF Score™ is 39/100 with 7 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 Gresham House Energy Storage Fund (LSE:GRID), the current ROE % is 10.39% 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.

Gresham House Energy Storage Fund Business Description

Address 52 Lime Street, The Scalpel, 18th Floor, London, GBR, EC3M 7AF
Gresham House Energy Storage Fund PLC is a closed-ended investment company. It invests in a diversified portfolio of operating utility-scale Battery Energy Storage Systems (BESS), which utilize batteries and may also utilize generators in Great Britain. It owns a diversified portfolio of operational projects in Great Britain that stabilize the grid by balancing renewable energy supply and demand, aiming to provide investors with sustainable dividends and capital growth.
39GF Score

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

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