WT Financial GroupASX:WTL 53 ROC (Joel Greenblatt) % is 642.59% as of Dec. 2025, which is 803% above its 10-year median of 71.13. GuruFocus rates ASX:WTL with a GF Score™ of 53/100 and a GF Value™ of A$0.13 (Fairly Valued). The stock has 2 warning signs investors should review. Among 628 Asset Management companies, WT Financial Group ranks better than 78.98% 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. WT Financial Group's annualized ROC (Joel Greenblatt) % for the quarter that ended in Dec. 2025 was 642.59%.
The historical rank and industry rank for WT Financial Group's ROC (Joel Greenblatt) % or its related term are showing as below:
ASX:WTL'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -381.21 Med: 71.13 Max: 717.27
Current: 706.43
During the past 11 years, WT Financial Group's highest ROC (Joel Greenblatt) % was 717.27%. The lowest was -381.21%. And the median was 71.13%.
ASX:WTL's ROC (Joel Greenblatt) % is ranked better than 78.98% of 628
companies
in the Asset Management industry
Industry Median: 63.66
vs ASX:WTL: 706.43
WT Financial Group's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 0.00% per year.
WT Financial Group (ASX:WTL) 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.
WT Financial Group ROC (Joel Greenblatt) % Related Terms
WT Financial Group ROC (Joel Greenblatt) % Historical Data
* Premium members only.
The historical data trend for WT Financial 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.
ASX:WTL vs BLK, BX, KKR: ROC (Joel Greenblatt) % Comparison
For the Asset Management subindustry, WT Financial 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.
WT Financial Group ROC (Joel Greenblatt) % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, WT Financial Group's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where WT Financial Group's ROC (Joel Greenblatt) % falls into.
WT Financial 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:
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 two times the semi-annual (Dec. 2025) 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 642.59% mean?
WT Financial Group (ASX:WTL) has a ROC (Joel Greenblatt) % of 642.59% 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 WT Financial Group and its competitors. This is 803% above median its historical median of 71.13. According to the industry distribution chart, WT Financial Group ranks #132 out of 628 companies in the Asset Management industry, placing it in the top 21%.
Is WT Financial Group's ROC (Joel Greenblatt) % too high?
WT Financial Group's current ROC (Joel Greenblatt) % of 642.59% is 803% above median its 10-year median of 71.13. The Asset Management industry median ROC (Joel Greenblatt) % is 63.66. WT Financial Group's value of 642.59% is 909.4% above this industry median. Based on the distribution chart, WT Financial Group ranks #132 out of 628 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, WT Financial Group has a GF Score™ of 53/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does WT Financial Group's ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, WT Financial Group ranks #132 out of 628 companies for ROC (Joel Greenblatt) %. This places WT Financial Group in the top 21% of its industry — outperforming the majority of peers. The industry median ROC (Joel Greenblatt) % is 63.66. WT Financial Group's value of 642.59% is 909.4% above this benchmark. While the company's 10-year median is 71.13 vs. the industry median of 63.66, WT Financial 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 an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 63.66, based on 628 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. WT Financial Group's current ROC (Joel Greenblatt) % of 642.59% is 909.4% 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 WT Financial Group and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.66 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. WT Financial Group's current ROC (Joel Greenblatt) % is 642.59%, which is 803% above median its own 10-year median of 71.13. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WT Financial Group stock overvalued right now?
Based on GuruFocus' analysis, WT Financial Group (ASX:WTL) is currently considered Fairly Valued. The stock's GF Value™ is A$0.13, compared to a current price of A$0.14 — trading 7.7% above its estimated fair value. The current ROC (Joel Greenblatt) % is 642.59%, which is 803% above median its 10-year median of 71.13 and 909.4% above the Asset Management industry median of 63.66. WT Financial Group's overall GF Score™ is 53/100 with 2 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 WT Financial Group (ASX:WTL), the current ROC (Joel Greenblatt) % is 642.59% 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 WT Financial Group (ASX:WTL) Overvalued in 2026?
Based on GuruFocus' analysis, WT Financial Group stock appears to be overvalued.
The current stock price of A$0.14 is trading 7.7% above its estimated GF Value™ of A$0.13.
GuruFocus considers WT Financial Group to be Fairly Valued.
Key valuation signals for ASX:WTL:
ROC (Joel Greenblatt) %: 642.59% (803% above median its 10-year median of 71.13)
GF Value™: A$0.13 vs. price of A$0.14 (7.7% above fair value)
Industry Position: 909.4% above the Asset Management median (#132 of 628)
No single metric tells the full story. See the ASX:WTL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
WT Financial Group Ltd is a diversified financial services company. The company's operating segment includes Business to Business (B2B), Direct to Consumer (B2C), and All other. It derives a majority of its revenue from the Business to Business (B2B) services segment which includes services like financial planning, investment advice, product sales, licensing services, and product offerings delivered to independently owned financial advice practices through its Wealth today, Sentry, Synchron, and M3 advice divisions. In its Direct to Consumer business segment, the company provides various financial advice, mortgage broking, tax, and accounting services directly to wholesale and retail clients under the Spring Financial Group brand.
53GF Score
Get the complete analysis for ASX:WTL
ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
ASX:WTL has been successfully added to your 
