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Lulu Retail HoldingsADX:LULU +0.31%22 ROC (Joel Greenblatt) % is 9.29% as of Jun. 2026, which is 13% below its 10-year median of 10.73. GuruFocus rates ADX:LULU with a GF Score™ of 22/100. The stock has 6 warning signs investors should review. Among 1,132 Retail - Cyclical companies, Lulu Retail Holdings ranks worse than 55.83% on this metric.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Lulu Retail Holdings's annualized ROC (Joel Greenblatt) % for the quarter that ended in Jun. 2026 was 9.29%.
The historical rank and industry rank for Lulu Retail Holdings's ROC (Joel Greenblatt) % or its related term are showing as below:
ADX:LULU'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 4.5 Med: 10.73 Max: 11.65
Current: 9.42
During the past 5 years, Lulu Retail Holdings's highest ROC (Joel Greenblatt) % was 11.65%. The lowest was 4.50%. And the median was 10.73%.
ADX:LULU's ROC (Joel Greenblatt) % is ranked worse than 55.83% of 1132
companies
in the Retail - Cyclical industry
Industry Median: 11.91
vs ADX:LULU: 9.42
Lulu Retail Holdings's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 0.00% per year.
The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.
Lulu Retail Holdings ROC (Joel Greenblatt) % Related Terms
Lulu Retail Holdings ROC (Joel Greenblatt) % Historical Data
* Premium members only.
The historical data trend for Lulu Retail Holdings's ROC (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.
ADX:LULU vs DDS, M: ROC (Joel Greenblatt) % Comparison
For the Department Stores subindustry, Lulu Retail Holdings's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (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.
Lulu Retail Holdings ROC (Joel Greenblatt) % vs Retail - Cyclical Industry
For the Retail - Cyclical industry and Consumer Cyclical sector, Lulu Retail Holdings's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Lulu Retail Holdings's ROC (Joel Greenblatt) % falls into.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:
EBIT stands for Earnings Before Interest and Taxes.
Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.
GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.
Note:
The EBIT data used here is four times the quarterly (Jun. 2026) EBIT data.
* 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.
What does a ROC (Joel Greenblatt) % of 9.29% mean?
Lulu Retail Holdings (ADX:LULU) has a ROC (Joel Greenblatt) % of 9.29% as of Jun. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Lulu Retail Holdings and its competitors. This is 13% below median its historical median of 10.73. Over the past decade, Lulu Retail Holdings' ROC (Joel Greenblatt) % has ranged from 4.50 to 11.65. According to the industry distribution chart, Lulu Retail Holdings ranks #632 out of 1132 companies in the Retail - Cyclical industry, placing it in the top 55.8%.
Is Lulu Retail Holdings' ROC (Joel Greenblatt) % too high?
Lulu Retail Holdings' current ROC (Joel Greenblatt) % of 9.29% is 13% below median its 10-year median of 10.73. Over the past 10 years, this metric has ranged from a low of 4.50 to a high of 11.65. The Retail - Cyclical industry median ROC (Joel Greenblatt) % is 11.91. Lulu Retail Holdings' value of 9.29% is 22% below this industry median. Based on the distribution chart, Lulu Retail Holdings ranks #632 out of 1132 companies in the Retail - Cyclical industry, which is below the industry midpoint. Overall, Lulu Retail Holdings has a GF Score™ of 22/100, reflecting its overall financial health beyond just this single metric.
How does Lulu Retail Holdings' ROC (Joel Greenblatt) % compare to DDS and M?
According to the Retail - Cyclical industry distribution chart, Lulu Retail Holdings ranks #632 out of 1132 companies for ROC (Joel Greenblatt) %. This places Lulu Retail Holdings in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 11.91. Lulu Retail Holdings' value of 9.29% is 22% below this benchmark. Historically, Lulu Retail Holdings' own ROC (Joel Greenblatt) % has ranged from 4.50 to 11.65 over the past decade. While the company's 10-year median is 10.73 vs. the industry median of 11.91, Lulu Retail Holdings has consistently been below 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 ROC (Joel Greenblatt) % for a Retail - Cyclical company?
The median ROC (Joel Greenblatt) % among Retail - Cyclical companies is 11.91, based on 1,132 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Lulu Retail Holdings's current ROC (Joel Greenblatt) % of 9.29% is 22% below 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Lulu Retail Holdings and its competitors. For the Retail - Cyclical industry, the median ROC (Joel Greenblatt) % is 11.91 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Lulu Retail Holdings's current ROC (Joel Greenblatt) % is 9.29%, which is 13% below median its own 10-year median of 10.73. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lulu Retail Holdings stock overvalued right now?
Lulu Retail Holdings (ADX:LULU) has a current ROC (Joel Greenblatt) % of 9.29%. The current ROC (Joel Greenblatt) % is 9.29%, which is 13% below median its 10-year median of 10.73 and 22% below the Retail - Cyclical industry median of 11.91. Lulu Retail Holdings' overall GF Score™ is 22/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Lulu Retail Holdings (ADX:LULU), the current ROC (Joel Greenblatt) % is 9.29% as of Jun. 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.
Lulu Retail Holdings PLC is a full-line retailer with stores in all GCC countries (pan-GCC retailer) by selling space, with sales (retail sales value), and the number of stores. The Group operates retail stores under the LuLu brand in the UAE, the KSA, Oman, Qatar, Kuwait, Bahrain, and other countries. It has an omnichannel presence in the form of three formats of brick-and-mortar stores catering to various shopping occasions: hypermarkets (one-stop shop), express stores (everyday shopping), and mini markets (grab and go). Additionally, the Group has an e-commerce presence through its website and mobile application, supported by a partnership with Amazon in the UAE. Its reportable segments are: UAE, which generates the maximum revenue, Qatar, KSA, Oman, and Kuwait.
22GF Score
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