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Investcorp CapitalADX:ICAP +0.64%27 Earnings Yield (Joel Greenblatt) % is 7.86% as of Mar. 2026, which is 30% below its 10-year median of 11.27. GuruFocus rates ADX:ICAP with a GF Score™ of 27/100. The stock has 10 warning signs investors should review. Among 1,629 Asset Management companies, Investcorp Capital ranks better than 82.5% on this metric.
Investcorp Capital's Enterprise Value for the quarter that ended in Mar. 2026 was د.إ5,516.2 Mil.
Investcorp Capital's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 was د.إ433.4 Mil. Investcorp Capital's Earnings Yield (Joel Greenblatt) for the quarter that ended in Mar. 2026 was 7.86%.
The historical rank and industry rank for Investcorp Capital's Earnings Yield (Joel Greenblatt) % or its related term are showing as below:
ADX:ICAP'
s Earnings Yield (Joel Greenblatt) % Range Over the Past 10 Years
Min: 3.59 Med: 11.27 Max: 14.56
Current: 7.56
During the past 5 years, the highest Earnings Yield (Joel Greenblatt) of Investcorp Capital was 14.56%. The lowest was 3.59%. And the median was 11.27%.
ADX:ICAP's Earnings Yield (Joel Greenblatt) % is ranked better than 82.5% of 1629
companies
in the Asset Management industry
Industry Median: 0
vs ADX:ICAP: 7.56
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
A better indicator of the attractiveness of an investment which takes growth into account is the Forward Rate of Return (Yacktman) %. Investcorp Capital's Forward Rate of Return (Yacktman) % for the quarter that ended in Mar. 2026 was 0.00%. The Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
Investcorp Capital (ADX:ICAP) Earnings Yield (Joel Greenblatt) % Explanation
Joel Greenblatt defines the earnings yield using the above equation because it more accurately reflects the company's profitability relative to its stock price. Items like interest payment and tax etc. are not directly related to the company's operational profitability.
Enterprise Value instead of market cap (share price) is used in the calculation because it is the real price stock and bond investors together pay for the company.
Be Aware
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
Investcorp Capital Earnings Yield (Joel Greenblatt) % Related Terms
Investcorp Capital Earnings Yield (Joel Greenblatt) % Historical Data
* Premium members only.
The historical data trend for Investcorp Capital's Earnings Yield (Joel Greenblatt) % 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.
Investcorp Capital Earnings Yield (Joel Greenblatt) % Chart
For the Asset Management subindustry, Investcorp Capital's Earnings Yield (Joel Greenblatt) %, along with its competitors' market caps and Earnings Yield (Joel Greenblatt) % 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.
Investcorp Capital Earnings Yield (Joel Greenblatt) % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Investcorp Capital's Earnings Yield (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Investcorp Capital's Earnings Yield (Joel Greenblatt) % falls into.
Investcorp Capital Earnings Yield (Joel Greenblatt) % Calculation
In his book, The Little That Beat the Market, hedge fund manager Joel Greenblatt defines Earnings Yield as operating income divided by enterprise value.
Investcorp Capitals Earnings Yield (Joel Greenblatt) for the fiscal year that ended in Jun. 2025 is calculated as
Investcorp Capital's EBIT for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was د.إ433.4 Mil.
What does a Earnings Yield (Joel Greenblatt) % of 7.86% mean?
Investcorp Capital (ADX:ICAP) has a Earnings Yield (Joel Greenblatt) % of 7.86% as of Mar. 2026. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Investcorp Capital and its competitors. This is 30% below median its historical median of 11.27. Over the past decade, Investcorp Capital's Earnings Yield (Joel Greenblatt) % has ranged from 3.59 to 14.56. According to the industry distribution chart, Investcorp Capital ranks #285 out of 1629 companies in the Asset Management industry, placing it in the top 17.5%.
Is Investcorp Capital's Earnings Yield (Joel Greenblatt) % too high?
Investcorp Capital's current Earnings Yield (Joel Greenblatt) % of 7.86% is 30% below median its 10-year median of 11.27. Over the past 10 years, this metric has ranged from a low of 3.59 to a high of 14.56. Based on the distribution chart, Investcorp Capital ranks #285 out of 1629 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Investcorp Capital has a GF Score™ of 27/100, reflecting its overall financial health beyond just this single metric.
How does Investcorp Capital's Earnings Yield (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Investcorp Capital ranks #285 out of 1629 companies for Earnings Yield (Joel Greenblatt) %. This places Investcorp Capital in the top 18% of its industry — outperforming the majority of peers. Historically, Investcorp Capital's own Earnings Yield (Joel Greenblatt) % has ranged from 3.59 to 14.56 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Earnings Yield (Joel Greenblatt) % for an Asset Management company?
A good Earnings Yield (Joel Greenblatt) % depends on the Asset Management industry context. However, Earnings Yield (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Earnings Yield (Joel Greenblatt) % mean?
A high Earnings Yield (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's earnings yield equals the ratio of earnings before interest and taxes to enterprise value. View historical data on Investcorp Capital and its competitors. Investcorp Capital's current Earnings Yield (Joel Greenblatt) % is 7.86%, which is 30% below median its own 10-year median of 11.27. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Investcorp Capital stock overvalued right now?
Investcorp Capital (ADX:ICAP) has a current Earnings Yield (Joel Greenblatt) % of 7.86%. The current Earnings Yield (Joel Greenblatt) % is 7.86%, which is 30% below median its 10-year median of 11.27. Investcorp Capital's overall GF Score™ is 27/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Earnings Yield (Joel Greenblatt) % calculated?
Earnings Yield (Joel Greenblatt) % is calculated from a company's financial statements. For Investcorp Capital (ADX:ICAP), the current Earnings Yield (Joel Greenblatt) % is 7.86% 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.
Investcorp Capital PLC is a company whose main purpose is providing of capital and capital financing services in the alternative investments industry. The company has two reportable segments: Capital Financing Services and Capital Deployment.
27GF Score
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