Liontrust Asset Management (LSE:LIO) ROCE % : -9.16% (As of Sep. 2023)

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What is Liontrust Asset Management 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. Liontrust Asset Management's annualized ROCE % for the quarter that ended in Sep. 2023 was -9.16%.

Liontrust Asset Management ROCE % Historical Data

The historical data trend for Liontrust Asset Management'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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Liontrust Asset Management ROCE % Chart

Liontrust Asset Management Annual Data

Trend

Mar14

Mar15

Mar16

Mar17

Mar18

Mar19

Mar20

Mar21

Mar22

Mar23

ROCE %

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40.23

21.09

24.94

41.39

22.04

Liontrust Asset Management Semi-Annual Data
	Mar14	Sep14	Mar15	Sep15	Mar16	Sep16	Mar17	Sep17	Mar18	Sep18	Mar19	Sep19	Mar20	Sep20	Mar21	Sep21	Mar22	Sep22	Mar23	Sep23
ROCE %	Get a 7-Day Free Trial															33.92	49.54	12.86	29.41	-9.16

Liontrust Asset Management ROCE % Calculation

Liontrust Asset Management's annualized ROCE % for the fiscal year that ended in Mar. 2023 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Mar. 2023 )		(A: Mar. 2022 )		(A: Mar. 2023 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Mar. 2023 )		(A: Mar. 2022 )		(A: Mar. 2023 )
	=	49.384	/	( ( (466.922 - 263.378)	+	(505.233 - 260.591) )	/ 2 )
	=	49.384	/	( (203.544	+	244.642)	/ 2 )
	=	49.384	/	224.093
	=	22.04 %

Liontrust Asset Management's ROCE % of for the quarter that ended in Sep. 2023 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Sep. 2023 )		(Q: Mar. 2023 )		(Q: Sep. 2023 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Sep. 2023 )		(Q: Mar. 2023 )		(Q: Sep. 2023 )
	=	-20.148	/	( ( (505.233 - 260.591)	+	(396.192 - 201.092) )	/ 2 )
	=	-20.148	/	( ( 244.642	+	195.1 )	/ 2 )
	=	-20.148	/	219.871
	=	-9.16 %

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

Liontrust Asset Management (LSE:LIO) 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.

Liontrust Asset Management ROCE % Related Terms

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Liontrust Asset Management (LSE:LIO) Business Description

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GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Liontrust Asset Management PLC (LSE:LIO) » Definitions » ROCE %

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LIOl:UK LIO.GB:UK

Address

2 Savoy Court, London, GBR, WC2R 0EZ

Website

https://www.liontrust.co.uk

Liontrust Asset Management PLC operates as an investment management company. It offers products such as Unit Trusts, Offshore funds, Segregated Mandates, and Discretionary Portfolio Management Services. It markets its fund internationally to institutional investors, wealth managers, financial advisers, private investors, and wholesale markets such as family offices, private banks, wealth managers, and multi-managers. The company's geographical segments are the United Kingdom, Europe (excluding the UK), Canada, and Australia.

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