RIT Capital PartnersRITPF +23.91%33 ROE % is 18.12% as of Dec. 2025, which is 83% above its 10-year median of 9.91. GuruFocus rates RITPF with a GF Score™ of 33/100. The stock has 3 warning signs investors should review. Among 1,612 Asset Management companies, RIT Capital Partners ranks better than 68.67% on this metric.
The historical rank and industry rank for RIT Capital Partners's ROE % or its related term are showing as below:
RITPF'
s ROE % Range Over the Past 10 Years
Min: -14.23 Med: 9.91 Max: 21.53
Current: 11.96
During the past 13 years, RIT Capital Partners's highest ROE % was 21.53%. The lowest was -14.23%. And the median was 9.91%.
RITPF's ROE % is ranked better than 68.67% of 1612
companies
in the Asset Management industry
Industry Median: 6.395
vs RITPF: 11.96
RIT Capital Partners (OTCPK:RITPF) 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 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.
* 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, RIT Capital Partners'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.
RIT Capital Partners ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, RIT Capital Partners's ROE % distribution charts can be found below:
* The bar in red indicates where RIT Capital Partners'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 (Dec. 2025) net income data.
ROE % is displayed in the 30-year financial page.
RIT Capital Partners (RITPF) has a ROE % of 18.12% 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 RIT Capital Partners and its competitors. This is 83% above median its historical median of 9.91. According to the industry distribution chart, RIT Capital Partners ranks #505 out of 1612 companies in the Asset Management industry, placing it in the top 31.3%.
Is RIT Capital Partners' ROE % too high?
RIT Capital Partners' current ROE % of 18.12% is 83% above median its 10-year median of 9.91. The Asset Management industry median ROE % is 6.40. RIT Capital Partners' value of 18.12% is 183.3% above this industry median. Based on the distribution chart, RIT Capital Partners ranks #505 out of 1612 companies in the Asset Management industry, which is above the industry midpoint. Overall, RIT Capital Partners has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does RIT Capital Partners' ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, RIT Capital Partners ranks #505 out of 1612 companies for ROE %. This puts RIT Capital Partners in the upper half of its industry. The industry median ROE % is 6.40. RIT Capital Partners' value of 18.12% is 183.3% above this benchmark. While the company's 10-year median is 9.91 vs. the industry median of 6.40, RIT Capital Partners 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. RIT Capital Partners's current ROE % of 18.12% is 183.3% 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 RIT Capital Partners 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. RIT Capital Partners's current ROE % is 18.12%, which is 83% above median its own 10-year median of 9.91. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is RIT Capital Partners stock overvalued right now?
RIT Capital Partners (RITPF) has a current ROE % of 18.12%. The current ROE % is 18.12%, which is 83% above median its 10-year median of 9.91 and 183.3% above the Asset Management industry median of 6.40. RIT Capital Partners' overall GF Score™ is 33/100 with 3 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 RIT Capital Partners (RITPF), the current ROE % is 18.12% 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.
RIT Capital Partners PLC is a United Kingdom-based investment trust. The investment objective of the company is to facilitate long-term capital growth by obtaining a capital value that exceeds the relevant indices over time. The company invests in a diversified, international portfolio across quoted and unquoted asset classes, provided every investment has something different to offer. The operating segments of the company include RIT generating maximum revenue, JRCM, and SHL. Geographically, it has a presence in Asia, the United States, Europe, Japan, and other countries.
33GF Score
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