Liontrust Asset ManagementLSE:LIO -0.15%70 ROE % is 8.92% as of Mar. 2026, which is 57% below its 10-year median of 20.63. GuruFocus rates LSE:LIO with a GF Score™ of 70/100 and a GF Value™ of £3.29 (Fairly Valued). The stock has 8 warning signs investors should review. Among 1,612 Asset Management companies, Liontrust Asset Management ranks better than 56.89% on this metric.
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.
* 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 Asset Management subindustry, Liontrust Asset Management'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.
Liontrust Asset Management ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Liontrust Asset Management's ROE % distribution charts can be found below:
* The bar in red indicates where Liontrust Asset Management'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.
Liontrust Asset Management (LSE:LIO) has a ROE % of 8.92% 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 Liontrust Asset Management and its competitors. This is 57% below median its historical median of 20.63. According to the industry distribution chart, Liontrust Asset Management ranks #695 out of 1612 companies in the Asset Management industry, placing it in the top 43.1%.
Is Liontrust Asset Management's ROE % too high?
Liontrust Asset Management's current ROE % of 8.92% is 57% below median its 10-year median of 20.63. The Asset Management industry median ROE % is 6.40. Liontrust Asset Management's value of 8.92% is 39.5% above this industry median. Based on the distribution chart, Liontrust Asset Management ranks #695 out of 1612 companies in the Asset Management industry, which is above the industry midpoint. Overall, Liontrust Asset Management has a GF Score™ of 70/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Liontrust Asset Management's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Liontrust Asset Management ranks #695 out of 1612 companies for ROE %. This puts Liontrust Asset Management in the upper half of its industry. The industry median ROE % is 6.40. Liontrust Asset Management's value of 8.92% is 39.5% above this benchmark. While the company's 10-year median is 20.63 vs. the industry median of 6.40, Liontrust Asset Management 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. Liontrust Asset Management's current ROE % of 8.92% is 39.5% 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 Liontrust Asset Management 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. Liontrust Asset Management's current ROE % is 8.92%, which is 57% below median its own 10-year median of 20.63. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Liontrust Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Liontrust Asset Management (LSE:LIO) is currently considered Fairly Valued. The stock's GF Value™ is £3.29, compared to a current price of £3.31 — trading 0.5% above its estimated fair value. The current ROE % is 8.92%, which is 57% below median its 10-year median of 20.63 and 39.5% above the Asset Management industry median of 6.40. Liontrust Asset Management's overall GF Score™ is 70/100 with 8 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 Liontrust Asset Management (LSE:LIO), the current ROE % is 8.92% 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 Liontrust Asset Management (LSE:LIO) Overvalued in 2026?
Based on GuruFocus' analysis, Liontrust Asset Management stock appears to be overvalued.
The current stock price of £3.31 is trading 0.5% above its estimated GF Value™ of £3.29.
GuruFocus considers Liontrust Asset Management to be Fairly Valued.
Key valuation signals for LSE:LIO:
ROE %: 8.92% (57% below median its 10-year median of 20.63)
GF Value™: £3.29 vs. price of £3.31 (0.5% above fair value)
Industry Position: 39.5% above the Asset Management median (#695 of 1612)
No single metric tells the full story. See the LSE:LIO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Liontrust Asset Management PLC operates as an investment management company. It offers products such as Unit Trusts, Offshore funds, Segregated Mandates, and Discretionary Portfolio Management Services. It markets its fund internationally to institutional investors, wealth managers, financial advisers, private investors, and wholesale markets such as family offices, private banks, wealth managers, and multi-managers. The company's geographical segments are the United Kingdom, Europe (excluding the UK), Canada, and Australia.
70GF Score
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