NB Distressed Debt Investment Fund (LSE:NBDD) ROE %: 1.45% (As of Jun. 2025) — 57% Below Median


LSE:NBDD NB Distressed Debt Investment Fund Ltd LSE:NBDD
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What is NB Distressed Debt Investment Fund ROE %?

NB Distressed Debt Investment Fund LSE:NBDD 20 ROE % is 1.45% as of Jun. 2025, which is 57% below its 10-year median of 3.38. GuruFocus rates LSE:NBDD with a GF Score™ of 20/100.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. NB Distressed Debt Investment Fund's annualized net income for the quarter that ended in Jun. 2025 was $0.91 Mil. NB Distressed Debt Investment Fund's average Total Stockholders Equity over the quarter that ended in Jun. 2025 was $62.42 Mil. Therefore, NB Distressed Debt Investment Fund's annualized ROE % for the quarter that ended in Jun. 2025 was 1.45%.

The historical rank and industry rank for NB Distressed Debt Investment Fund's ROE % or its related term are showing as below:

LSE:NBDD' s ROE % Range Over the Past 10 Years
Min: -27.11   Med: 3.38   Max: 10.59
Current: -7.83

During the past 9 years, NB Distressed Debt Investment Fund's highest ROE % was 10.59%. The lowest was -27.11%. And the median was 3.38%.

LSE:NBDD's ROE % is not ranked
in the Asset Management industry.
Industry Median: 6.52 vs LSE:NBDD: -7.83

NB Distressed Debt Investment Fund  (LSE:NBDD) 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: Jun. 2025 )
=Net Income/Total Stockholders Equity
=0.906/62.4195
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(0.906 / 2.268)*(2.268 / 64.7125)*(64.7125 / 62.4195)
=Net Margin %*Asset Turnover*Equity Multiplier
=39.95 %*0.035*1.0367
=ROA %*Equity Multiplier
=1.4 %*1.0367
=1.45 %

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: Jun. 2025 )
=Net Income/Total Stockholders Equity
=0.906/62.4195
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (0.906 / 0.906) * (0.906 / 2.268) * (2.268 / 64.7125) * (64.7125 / 62.4195)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 1 * 39.95 % * 0.035 * 1.0367
=1.45 %

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


NB Distressed Debt Investment Fund ROE % Related Terms


NB Distressed Debt Investment Fund ROE % Historical Data

* Premium members only.

The historical data trend for NB Distressed Debt Investment 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.

NB Distressed Debt Investment Fund ROE % Chart

NB Distressed Debt Investment Fund Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
ROE %
Get a 7-Day Free Trial Premium Member Only -27.11 10.59 9.48 3.38 -10.95

NB Distressed Debt Investment Fund Semi-Annual Data
Jun15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25
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 7.83 -1.33 -5.37 -16.24 1.45

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

For the Asset Management subindustry, NB Distressed Debt Investment 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.


NB Distressed Debt Investment Fund ROE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, NB Distressed Debt Investment Fund's ROE % distribution charts can be found below:

* The bar in red indicates where NB Distressed Debt Investment Fund's ROE % falls into.


LSE:NBDD
20GF Score
NB Distressed Debt Investment Fund Ltd LSE:NBDD
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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NB Distressed Debt Investment Fund ROE % Calculation

NB Distressed Debt Investment Fund's annualized ROE % for the fiscal year that ended in Dec. 2024 is calculated as

ROE %=Net Income (A: Dec. 2024 )/( (Total Stockholders Equity (A: Dec. 2023 )+Total Stockholders Equity (A: Dec. 2024 ))/ count )
=-7.867/( (80.158+63.495)/ 2 )
=-7.867/71.8265
=-10.95 %

NB Distressed Debt Investment Fund's annualized ROE % for the quarter that ended in Jun. 2025 is calculated as

ROE %=Net Income (Q: Jun. 2025 )/( (Total Stockholders Equity (Q: Dec. 2024 )+Total Stockholders Equity (Q: Jun. 2025 ))/ count )
=0.906/( (63.495+61.344)/ 2 )
=0.906/62.4195
=1.45 %

* 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 (Jun. 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 1.45% mean?
NB Distressed Debt Investment Fund (LSE:NBDD) has a ROE % of 1.45% as of Jun. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on NB Distressed Debt Investment Fund and its competitors. This is 57% below median its historical median of 3.38.
Is NB Distressed Debt Investment Fund's ROE % too high?
NB Distressed Debt Investment Fund's current ROE % of 1.45% is 57% below median its 10-year median of 3.38. The Asset Management industry median ROE % is 6.52. NB Distressed Debt Investment Fund's value of 1.45% is 77.8% below this industry median. Overall, NB Distressed Debt Investment Fund has a GF Score™ of 20/100, reflecting its overall financial health beyond just this single metric.
How does NB Distressed Debt Investment Fund's ROE % compare to BLK and BX?
NB Distressed Debt Investment Fund's ROE % of 1.45% can be compared against companies in the Asset Management industry. The industry median ROE % is 6.52. NB Distressed Debt Investment Fund's value of 1.45% is 77.8% below this benchmark. While the company's 10-year median is 3.38 vs. the industry median of 6.52, NB Distressed Debt Investment Fund has consistently been below 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. NB Distressed Debt Investment Fund's current ROE % of 1.45% is 77.8% below 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 NB Distressed Debt Investment 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. NB Distressed Debt Investment Fund's current ROE % is 1.45%, which is 57% below 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 NB Distressed Debt Investment Fund stock overvalued right now?
NB Distressed Debt Investment Fund (LSE:NBDD) has a current ROE % of 1.45%. The current ROE % is 1.45%, which is 57% below median its 10-year median of 3.38 and 77.8% below the Asset Management industry median of 6.52. NB Distressed Debt Investment Fund's overall GF Score™ is 20/100. 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 NB Distressed Debt Investment Fund (LSE:NBDD), the current ROE % is 1.45% as of Jun. 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.

NB Distressed Debt Investment Fund Business Description

Address Les Ruettes Brayes, 1st and 2nd Floors, Elizabeth House, Saint Peter Port, GGY, GY1 1EW
NB Distressed Debt Investment Fund Ltd is a closed-ended investment company. The company's objectives are to provide investors with attractive risk-adjusted returns through long-biased, opportunistic exposure to stressed, distressed, and special situation credit-related investments while seeking to limit downside risk by, focusing on senior and senior secured debt with both collateral and structural protection.
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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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