Marwyn Value Investors (LSE:MVR2) ROE %: 34.64% (As of Dec. 2025) — 925% Above Median


LSE:MVR2 Marwyn Value Investors Ltd LSE:MVR2
57 GF Score
Price £1.05
GF Value £1.75
Valuation Possible Value Trap
! 4 Warning Signs
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What is Marwyn Value Investors ROE %?

Marwyn Value Investors LSE:MVR2 57 ROE % is 34.64% as of Dec. 2025, which is 925% above its 10-year median of 3.38. GuruFocus rates LSE:MVR2 with a GF Score™ of 57/100 and a GF Value™ of £1.75 (Possible Value Trap). The stock has 4 warning signs investors should review. Among 1,615 Asset Management companies, Marwyn Value Investors ranks better than 90.59% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Marwyn Value Investors's annualized net income for the quarter that ended in Dec. 2025 was £47.72 Mil. Marwyn Value Investors's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was £137.74 Mil. Therefore, Marwyn Value Investors's annualized ROE % for the quarter that ended in Dec. 2025 was 34.64%.

The historical rank and industry rank for Marwyn Value Investors's ROE % or its related term are showing as below:

LSE:MVR2' s ROE % Range Over the Past 10 Years
Min: -21.38   Med: 3.38   Max: 29.63
Current: 29.63

During the past 13 years, Marwyn Value Investors's highest ROE % was 29.63%. The lowest was -21.38%. And the median was 3.38%.

LSE:MVR2's ROE % is ranked better than
90.59% of 1615 companies
in the Asset Management industry
Industry Median: 6.35 vs LSE:MVR2: 29.63

Marwyn Value Investors  (LSE:MVR2) 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
=47.716/137.74
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(47.716 / 47.716)*(47.716 / 137.883)*(137.883 / 137.74)
=Net Margin %*Asset Turnover*Equity Multiplier
=100 %*0.3461*1.001
=ROA %*Equity Multiplier
=34.61 %*1.001
=34.64 %

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
=47.716/137.74
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (47.716 / 47.716) * (47.716 / 47.716) * (47.716 / 137.883) * (137.883 / 137.74)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 1 * 100 % * 0.3461 * 1.001
=34.64 %

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.


Marwyn Value Investors ROE % Related Terms


Marwyn Value Investors ROE % Historical Data

* Premium members only.

The historical data trend for Marwyn Value Investors'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.

Marwyn Value Investors ROE % Chart

Marwyn Value Investors Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 18.82 1.97 4.78 17.28 29.28

Marwyn Value Investors Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 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 Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 15.82 16.32 18.31 24.29 34.64

LSE:MVR2 vs BLK, BX, KKR: ROE % Comparison

For the Asset Management subindustry, Marwyn Value Investors'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.


Marwyn Value Investors ROE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Marwyn Value Investors's ROE % distribution charts can be found below:

* The bar in red indicates where Marwyn Value Investors's ROE % falls into.


LSE:MVR2
57GF Score
Marwyn Value Investors Ltd LSE:MVR2
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Marwyn Value Investors ROE % Calculation

Marwyn Value Investors'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 )
=38.551/( (114.888+148.412)/ 2 )
=38.551/131.65
=29.28 %

Marwyn Value Investors'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 )
=47.716/( (127.068+148.412)/ 2 )
=47.716/137.74
=34.64 %

* 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 34.64% mean?
Marwyn Value Investors (LSE:MVR2) has a ROE % of 34.64% 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 Marwyn Value Investors and its competitors. This is 925% above median its historical median of 3.38. According to the industry distribution chart, Marwyn Value Investors ranks #152 out of 1615 companies in the Asset Management industry, placing it in the top 9.4%.
Is Marwyn Value Investors' ROE % too high?
Marwyn Value Investors' current ROE % of 34.64% is 925% above median its 10-year median of 3.38. The Asset Management industry median ROE % is 6.35. Marwyn Value Investors' value of 34.64% is 445.5% above this industry median. Based on the distribution chart, Marwyn Value Investors ranks #152 out of 1615 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Marwyn Value Investors has a GF Score™ of 57/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Marwyn Value Investors' ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Marwyn Value Investors ranks #152 out of 1615 companies for ROE %. This places Marwyn Value Investors in the top 9% of its industry — outperforming the majority of peers. The industry median ROE % is 6.35. Marwyn Value Investors' value of 34.64% is 445.5% above this benchmark. While the company's 10-year median is 3.38 vs. the industry median of 6.35, Marwyn Value Investors 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 6.35, based on 1,615 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. Marwyn Value Investors's current ROE % of 34.64% is 445.5% 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 Marwyn Value Investors and its competitors. For the Asset Management industry, the median ROE % is 6.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Marwyn Value Investors's current ROE % is 34.64%, which is 925% above median its own 10-year median of 3.38. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Marwyn Value Investors stock overvalued right now?
Based on GuruFocus' analysis, Marwyn Value Investors (LSE:MVR2) is currently considered Possible Value Trap. The stock's GF Value™ is £1.75, compared to a current price of £1.05 — trading 40% below its estimated fair value. The current ROE % is 34.64%, which is 925% above median its 10-year median of 3.38 and 445.5% above the Asset Management industry median of 6.35. Marwyn Value Investors' overall GF Score™ is 57/100 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 Marwyn Value Investors (LSE:MVR2), the current ROE % is 34.64% 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.

Is Marwyn Value Investors (LSE:MVR2) Overvalued in 2026?

Based on GuruFocus' analysis, Marwyn Value Investors stock appears to be undervalued. The current stock price of £1.05 is trading 40% below its estimated GF Value™ of £1.75. GuruFocus considers Marwyn Value Investors to be Possible Value Trap.

Key valuation signals for LSE:MVR2:

  • ROE %: 34.64% (925% above median its 10-year median of 3.38)
  • GF Value™: £1.75 vs. price of £1.05 (40% below fair value)
  • GF Score™: 57/100 with 4 warning signs
  • Industry Position: 445.5% above the Asset Management median (#152 of 1615)

No single metric tells the full story. See the LSE:MVR2 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Marwyn Value Investors Business Description

Other Exchanges MVI:UK
Address Ugland House, PO Box 309, Grand Cayman, CYM, KY1-1104
Marwyn Value Investors Ltd is a closed-ended investment fund. The fund's investment objective is to maximize total returns on its capital through the capital appreciation of its investments. The company invests in sectors that include automotive, Construction Materials, Healthcare, Remediation, media, Confectionery, and others. It's a feeder fund that has invested substantially all of its assets into limited partnership interests in the Master Fund. Its Master Fund has invested in a second master fund, MVI II LP, a private equity fund structure through which the majority of the Master Fund's investments attributable to ordinary shareholders are made.
57GF Score

Get the complete analysis for LSE:MVR2

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

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