Australian Foundation Investment Co (ASX:AFI) ROC (Joel Greenblatt) %: % (As of Dec. 2025)


ASX:AFI Australian Foundation Investment Co Ltd ASX:AFI
58 GF Score
Price A$6.88
GF Value A$6.67
Valuation Fairly Valued
! 4 Warning Signs
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What is Australian Foundation Investment Co ROC (Joel Greenblatt) %?

Australian Foundation Investment Co ASX:AFI +0.44% 58 ROC (Joel Greenblatt) % is % as of Dec. 2025. GuruFocus rates ASX:AFI with a GF Score™ of 58/100 and a GF Value™ of A$6.67 (Fairly Valued). The stock has 4 warning signs investors should review. Among 626 Asset Management companies, Australian Foundation Investment Co ranks worse than 159744.25% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

ASX:AFI
58GF Score
Australian Foundation Investment Co Ltd ASX:AFI
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a ROC (Joel Greenblatt) % of % mean?
Australian Foundation Investment Co (ASX:AFI) has a ROC (Joel Greenblatt) % of % as of Dec. 2025. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Australian Foundation Investment Co and its competitors. According to the industry distribution chart, Australian Foundation Investment Co ranks #999999 out of 626 companies in the Asset Management industry.
Is Australian Foundation Investment Co's ROC (Joel Greenblatt) % too high?
Australian Foundation Investment Co's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Australian Foundation Investment Co ranks #999999 out of 626 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Australian Foundation Investment Co has a GF Score™ of 58/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Australian Foundation Investment Co's ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Australian Foundation Investment Co ranks #999999 out of 626 companies for ROC (Joel Greenblatt) %. This places Australian Foundation Investment Co in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 62.70. 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 an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 62.70, based on 626 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. 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 Australian Foundation Investment Co and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 62.70 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Australian Foundation Investment Co's current ROC (Joel Greenblatt) % is %. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Australian Foundation Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Australian Foundation Investment Co (ASX:AFI) is currently considered Fairly Valued. The stock's GF Value™ is A$6.67, compared to a current price of A$6.88 — trading 3.1% above its estimated fair value. The current ROC (Joel Greenblatt) % is %. Australian Foundation Investment Co's overall GF Score™ is 58/100 with 4 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 Australian Foundation Investment Co (ASX:AFI), the current ROC (Joel Greenblatt) % is % as of Dec. 2025. 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.

Is Australian Foundation Investment Co (ASX:AFI) Overvalued in 2026?

Based on GuruFocus' analysis, Australian Foundation Investment Co stock appears to be overvalued. The current stock price of A$6.88 is trading 3.1% above its estimated GF Value™ of A$6.67. GuruFocus considers Australian Foundation Investment Co to be Fairly Valued.

Key valuation signals for ASX:AFI:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: A$6.67 vs. price of A$6.88 (3.1% above fair value)
  • GF Score™: 58/100 with 4 warning signs

No single metric tells the full story. See the ASX:AFI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Australian Foundation Investment Co Business Description

Address 101 Collins Street, Level 21, Melbourne, VIC, AUS, 3000
Australian Foundation Investment Co Ltd is an asset management company which invests in Australian and New Zealand equities. It aims to provide shareholders with attractive investment returns through access to a growing stream of fully franked dividends and enhancement of capital invested. Its investment goals are to pay dividends, which, over time, grow faster than the rate of inflation, and to provide attractive total returns over the medium to long term.
58GF Score

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

A$6.88
Price
A$6.67
GF Value