ANDG (Andersen Group) ROC (Joel Greenblatt) %: 59.00% (As of Mar. 2026) — 15% Below Median


ANDG Andersen Group Inc ANDG
16 GF Score
Price $36.88
! 3 Warning Signs
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What is Andersen Group ROC (Joel Greenblatt) %?

Andersen Group ANDG -2.23% 16 ROC (Joel Greenblatt) % is 59.00% as of Mar. 2026, which is 15% below its 10-year median of 69.06. GuruFocus rates ANDG with a GF Score™ of 16/100. The stock has 3 warning signs investors should review. Among 98 Personal Services companies, Andersen Group ranks worse than 89.8% 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. Andersen Group's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 was 59.00%.

The historical rank and industry rank for Andersen Group's ROC (Joel Greenblatt) % or its related term are showing as below:

ANDG' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -83.46   Med: 69.06   Max: 80.66
Current: -80.14

During the past 3 years, Andersen Group's highest ROC (Joel Greenblatt) % was 80.66%. The lowest was -83.46%. And the median was 69.06%.

ANDG's ROC (Joel Greenblatt) % is ranked worse than
89.8% of 98 companies
in the Personal Services industry
Industry Median: 13.02 vs ANDG: -80.14

Andersen Group's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 0.00% per year.


Andersen Group  (NYSE:ANDG) ROC (Joel Greenblatt) % Explanation

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.

Joel Greenblatt uses his definition of Return on Capital and Earnings Yield (Joel Greenblatt) % to rank companies.


Andersen Group ROC (Joel Greenblatt) % Related Terms


Andersen Group ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Andersen Group'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.

Andersen Group ROC (Joel Greenblatt) % Chart

Andersen Group Annual Data
Trend Dec23 Dec24 Dec25
ROC (Joel Greenblatt) %
69.06 80.66 -83.46

Andersen Group Quarterly Data
Dec23 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROC (Joel Greenblatt) % Get a 7-Day Free Trial 132.95 -236.28 -15.39 -152.65 59.00

ANDG vs BFAM, HRB, FTDR: ROC (Joel Greenblatt) % Comparison

For the Personal Services subindustry, Andersen Group'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.


Andersen Group ROC (Joel Greenblatt) % vs Personal Services Industry

For the Personal Services industry and Consumer Cyclical sector, Andersen Group's ROC (Joel Greenblatt) % distribution charts can be found below:

* The bar in red indicates where Andersen Group's ROC (Joel Greenblatt) % falls into.


ANDG
16GF Score
Andersen Group Inc ANDG
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Andersen Group ROC (Joel Greenblatt) % Calculation

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:

ROC (Joel Greenblatt) %=EBIT/Average of (Net fixed Assets + Net Working Capital)

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.

Working Capital(Q: Dec. 2025 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(123.418 + 0 + 24.532) - (112.461 + 15.772 + 1.245)
=18.472

Working Capital(Q: Mar. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(213.567 + 0 + 21.441) - (99.964 + 24.364 + 3.238)
=107.442

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of Andersen Group for the quarter that ended in Mar. 2026 can be restated as:

ROC (Joel Greenblatt) %(Q: Mar. 2026 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Dec. 2025  Q: Mar. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=107.14/( ( (117.799 + max(18.472, 0)) + (119.478 + max(107.442, 0)) )/ 2 )
=107.14/( ( 136.271 + 226.92 )/ 2 )
=107.14/181.5955
=59.00 %

Note: The EBIT data used here is four times the quarterly (Mar. 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 59.00% mean?
Andersen Group (ANDG) has a ROC (Joel Greenblatt) % of 59.00% as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Andersen Group and its competitors. This is 15% below median its historical median of 69.06. According to the industry distribution chart, Andersen Group ranks #88 out of 98 companies in the Personal Services industry, placing it in the top 89.8%.
Is Andersen Group's ROC (Joel Greenblatt) % too high?
Andersen Group's current ROC (Joel Greenblatt) % of 59.00% is 15% below median its 10-year median of 69.06. The Personal Services industry median ROC (Joel Greenblatt) % is 13.02. Andersen Group's value of 59.00% is 353.1% above this industry median. Based on the distribution chart, Andersen Group ranks #88 out of 98 companies in the Personal Services industry, which is in the bottom quartile relative to peers. Overall, Andersen Group has a GF Score™ of 16/100, reflecting its overall financial health beyond just this single metric.
How does Andersen Group's ROC (Joel Greenblatt) % compare to BFAM and HRB?
According to the Personal Services industry distribution chart, Andersen Group ranks #88 out of 98 companies for ROC (Joel Greenblatt) %. This places Andersen Group in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 13.02. Andersen Group's value of 59.00% is 353.1% above this benchmark. While the company's 10-year median is 69.06 vs. the industry median of 13.02, Andersen Group 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 ROC (Joel Greenblatt) % for a Personal Services company?
The median ROC (Joel Greenblatt) % among Personal Services companies is 13.02, based on 98 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. Andersen Group's current ROC (Joel Greenblatt) % of 59.00% is 353.1% 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 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 Andersen Group and its competitors. For the Personal Services industry, the median ROC (Joel Greenblatt) % is 13.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Andersen Group's current ROC (Joel Greenblatt) % is 59.00%, which is 15% below median its own 10-year median of 69.06. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Andersen Group stock overvalued right now?
Andersen Group (ANDG) has a current ROC (Joel Greenblatt) % of 59.00%. The current ROC (Joel Greenblatt) % is 59.00%, which is 15% below median its 10-year median of 69.06 and 353.1% above the Personal Services industry median of 13.02. Andersen Group's overall GF Score™ is 16/100 with 3 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 Andersen Group (ANDG), the current ROC (Joel Greenblatt) % is 59.00% 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.

Andersen Group Business Description

Address 333 Bush Street, Suite 1700, San Francisco, CA, USA, 94104
Andersen Group Inc is a provider of independent tax, valuation, and financial advisory services to individuals and family offices, businesses, and institutional clients in the United States. It has strategically expanded its business to build an integrated platform of service offerings that enables the company to solve its clients' complex tax and financial challenges. The company's end-to-end services offerings include: Private Client Services, Business Tax Services, Alternative Investment Funds, and Valuation Services. The firm generates the key revenue from Private Client Services, which provide comprehensive tax and financial services for individuals and families, addressing complex client matters involving multigenerational wealth, charitable giving, and trust and estate planning.
16GF Score

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ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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