Helia Group (ASX:HLI) ROC (Joel Greenblatt) %: % (As of Dec. 2025)

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Founder & CEO of GuruFocus
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ASX:HLI Helia Group Ltd ASX:HLI
69 GF Score
Price A$4.89
GF Value A$3.96
Valuation Modestly Overvalued
! 5 Warning Signs
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What is Helia Group ROC (Joel Greenblatt) %?

Helia Group ASX:HLI -2.20% 69 ROC (Joel Greenblatt) % is % as of Dec. 2025. GuruFocus rates ASX:HLI with a GF Score™ of 69/100 and a GF Value™ of A$3.96 (Modestly Overvalued). The stock has 5 warning signs investors should review. Among 65 Insurance companies, Helia Group ranks worse than 1538460% on this metric.

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

ASX:HLI
69GF Score
Helia Group Ltd ASX:HLI
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?
Helia Group (ASX:HLI) 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 Helia Group and its competitors. According to the industry distribution chart, Helia Group ranks #999999 out of 65 companies in the Insurance industry.
Is Helia Group's ROC (Joel Greenblatt) % too high?
Helia Group's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Helia Group ranks #999999 out of 65 companies in the Insurance industry, which is in the bottom quartile relative to peers. Overall, Helia Group has a GF Score™ of 69/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helia Group's ROC (Joel Greenblatt) % compare to FNF and AXS?
According to the Insurance industry distribution chart, Helia Group ranks #999999 out of 65 companies for ROC (Joel Greenblatt) %. This places Helia Group in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 74.51. 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 Insurance company?
The median ROC (Joel Greenblatt) % among Insurance companies is 74.51, based on 65 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 Helia Group and its competitors. For the Insurance industry, the median ROC (Joel Greenblatt) % is 74.51 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helia Group'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 Helia Group stock overvalued right now?
Based on GuruFocus' analysis, Helia Group (ASX:HLI) is currently considered Modestly Overvalued. The stock's GF Value™ is A$3.96, compared to a current price of A$4.89 — trading 23.5% above its estimated fair value. The current ROC (Joel Greenblatt) % is %. Helia Group's overall GF Score™ is 69/100 with 5 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 Helia Group (ASX:HLI), 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 Helia Group (ASX:HLI) Overvalued in 2026?

Based on GuruFocus' analysis, Helia Group stock appears to be overvalued. The current stock price of A$4.89 is trading 23.5% above its estimated GF Value™ of A$3.96. GuruFocus considers Helia Group to be Modestly Overvalued.

Key valuation signals for ASX:HLI:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: A$3.96 vs. price of A$4.89 (23.5% above fair value)
  • GF Score™: 69/100 with 5 warning signs

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

Helia Group Business Description

Other Exchanges 0GI0:Germany
Address 101 Miller Street, Level 26, North Sydney, Sydney, NSW, AUS, 2060
Helia listed on the Australian Securities Exchange in 2014 after its US-based parent, Genworth Financial (NYSE: GNW), sold down its stake. It has since exited. With a history spanning over 50 years, Helia is the largest provider of lenders' mortgage insurance, or LMI, in Australia. In Australia, LMI is predominantly purchased on loans with a loan/value ratio, or LVR, above 80%. LMI protects a lender against a potential loss (gap) between the outstanding loan amount and sale proceeds on a delinquent loan property. LMI does not protect the borrower, however the premium is paid by the borrower. It's regulated by the Australian Prudential Regulation Authority, which requires it to meet minimum regulatory capital requirements.
69GF Score

Get the complete analysis for ASX:HLI

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

A$4.89
Price
A$3.96
GF Value