Allfunds Group (XAMS:ALLFG) ROCE % : 6.69% (As of Dec. 2023)

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What is Allfunds Group ROCE %?

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Allfunds Group's annualized ROCE % for the quarter that ended in Dec. 2023 was 6.69%.

Allfunds Group ROCE % Historical Data

The historical data trend for Allfunds Group's ROCE % 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.

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Allfunds Group ROCE % Chart

Allfunds Group Annual Data

Trend

Dec19

Dec20

Dec21

Dec22

Dec23

ROCE %

-0.93

0.92

3.28

3.34

5.84

Allfunds Group Semi-Annual Data
	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23
ROCE %	Get a 7-Day Free Trial				5.06	4.47	2.40	5.10	6.69

Allfunds Group ROCE % Calculation

Allfunds Group's annualized ROCE % for the fiscal year that ended in Dec. 2023 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Dec. 2023 )		(A: Dec. 2022 )		(A: Dec. 2023 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Dec. 2023 )		(A: Dec. 2022 )		(A: Dec. 2023 )
	=	167.025	/	( ( (5127.11 - 2362.41)	+	(5570.223 - 2619.567) )	/ 2 )
	=	167.025	/	( (2764.7	+	2950.656)	/ 2 )
	=	167.025	/	2857.678
	=	5.84 %

Allfunds Group's ROCE % of for the quarter that ended in Dec. 2023 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Dec. 2023 )		(Q: Jun. 2023 )		(Q: Dec. 2023 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Dec. 2023 )		(Q: Jun. 2023 )		(Q: Dec. 2023 )
	=	192.312	/	( ( (6024.699 - 3227.454)	+	(5570.223 - 2619.567) )	/ 2 )
	=	192.312	/	( ( 2797.245	+	2950.656 )	/ 2 )
	=	192.312	/	2873.9505
	=	6.69 %

(1) Note: The EBIT data used here is two times the semi-annual (Dec. 2023) EBIT data.

Allfunds Group (XAMS:ALLFG) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Allfunds Group ROCE % Related Terms

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Allfunds Group (XAMS:ALLFG) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Allfunds Group PLC (XAMS:ALLFG) » Definitions » ROCE %

Comparable Companies

Traded in Other Exchanges

ALLFGa:UK 0AAL:UK 6UY:Germany

Address

8 Mortimer Street, 2 Fitzroy Place, London, GBR, W1T 3JJ

Website

https://investors.allfunds.com

Allfunds is a fund distribution platform connecting fund houses and distributors, creating a single access point for both sides to gain a wider reach with regard to assets under administration and fund variety, respectively. As of 2022, Allfunds had EUR 1.3 trillion in assets under administration stemming from about 860 distributors on its platform. In return, distributors gained access to about 139,000 funds from 3,000 different fund houses. Allfunds also provides ancillary services to both fund houses and distributors, covering the marketing, distribution, legal, regulatory, as well as data and analytics needs arising in the fund distribution space. Allfunds derives the majority of its revenue from Italy, Spain, and France.

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