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Brock Milton Capital ABOSTO:BMC -2.13%9 ROE % is 60.02% as of Mar. 2026, which is 14% below its 10-year median of 69.43. GuruFocus rates OSTO:BMC with a GF Score™ of 9/100. The stock has 1 warning sign investors should review. Among 1,611 Asset Management companies, Brock Milton Capital AB ranks better than 98.26% on this metric.
The historical rank and industry rank for Brock Milton Capital AB's ROE % or its related term are showing as below:
OSTO:BMC'
s ROE % Range Over the Past 10 Years
Min: 59.13 Med: 69.43 Max: 111.27
Current: 71.03
During the past 4 years, Brock Milton Capital AB's highest ROE % was 111.27%. The lowest was 59.13%. And the median was 69.43%.
OSTO:BMC's ROE % is ranked better than 98.26% of 1611
companies
in the Asset Management industry
Industry Median: 6.64
vs OSTO:BMC: 71.03
Brock Milton Capital AB (OSTO:BMC) 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:
Note:
The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (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, Brock Milton Capital AB'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.
Brock Milton Capital AB ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Brock Milton Capital AB's ROE % distribution charts can be found below:
* The bar in red indicates where Brock Milton Capital AB'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 four times the quarterly (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Brock Milton Capital AB (OSTO:BMC) has a ROE % of 60.02% 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 Brock Milton Capital AB and its competitors. This is 14% below median its historical median of 69.43. Over the past decade, Brock Milton Capital AB's ROE % has ranged from 59.13 to 111.27. According to the industry distribution chart, Brock Milton Capital AB ranks #28 out of 1611 companies in the Asset Management industry, placing it in the top 1.7%.
Is Brock Milton Capital AB's ROE % too high?
Brock Milton Capital AB's current ROE % of 60.02% is 14% below median its 10-year median of 69.43. Over the past 10 years, this metric has ranged from a low of 59.13 to a high of 111.27. The Asset Management industry median ROE % is 6.64. Brock Milton Capital AB's value of 60.02% is 803.9% above this industry median. Based on the distribution chart, Brock Milton Capital AB ranks #28 out of 1611 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Brock Milton Capital AB has a GF Score™ of 9/100, reflecting its overall financial health beyond just this single metric.
How does Brock Milton Capital AB's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Brock Milton Capital AB ranks #28 out of 1611 companies for ROE %. This places Brock Milton Capital AB in the top 2% of its industry — outperforming the majority of peers. The industry median ROE % is 6.64. Brock Milton Capital AB's value of 60.02% is 803.9% above this benchmark. Historically, Brock Milton Capital AB's own ROE % has ranged from 59.13 to 111.27 over the past decade. While the company's 10-year median is 69.43 vs. the industry median of 6.64, Brock Milton Capital AB 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 6.64, based on 1,611 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. Brock Milton Capital AB's current ROE % of 60.02% is 803.9% 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 Brock Milton Capital AB and its competitors. For the Asset Management industry, the median ROE % is 6.64 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Brock Milton Capital AB's current ROE % is 60.02%, which is 14% below median its own 10-year median of 69.43. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Brock Milton Capital AB stock overvalued right now?
Brock Milton Capital AB (OSTO:BMC) has a current ROE % of 60.02%. The current ROE % is 60.02%, which is 14% below median its 10-year median of 69.43 and 803.9% above the Asset Management industry median of 6.64. Brock Milton Capital AB's overall GF Score™ is 9/100 with 1 warning sign 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 Brock Milton Capital AB (OSTO:BMC), the current ROE % is 60.02% 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.
Brock Milton Capital AB is a fund management company. Its funds include BMC Global Select and BMC Global Small Cap Select. The company splits its funds between Champions and Special Situations. Champions are profitable growth companies, and Special Situations are value stocks.
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