BKGFY (Berkeley Group Holdings (The)) ROC (Joel Greenblatt) %: 12.91% (As of Apr. 2026) — 46% Below Median

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BKGFY Berkeley Group Holdings (The) PLC BKGFY
77 GF Score
Price $9.32
GF Value $11.23
Valuation Modestly Undervalued
! 4 Warning Signs
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What is Berkeley Group Holdings (The) ROC (Joel Greenblatt) %?

Berkeley Group Holdings (The) BKGFY +3.50% 77 ROC (Joel Greenblatt) % is 12.91% as of Apr. 2026, which is 46% below its 10-year median of 23.75. GuruFocus rates BKGFY with a GF Score™ of 77/100 and a GF Value™ of $11.23 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 96 Homebuilding & Construction companies, Berkeley Group Holdings (The) ranks better than 60.42% 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. Berkeley Group Holdings (The)'s annualized ROC (Joel Greenblatt) % for the quarter that ended in Apr. 2026 was 12.91%.

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

BKGFY' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 14.57   Med: 23.75   Max: 58.71
Current: 14.57

During the past 13 years, Berkeley Group Holdings (The)'s highest ROC (Joel Greenblatt) % was 58.71%. The lowest was 14.57%. And the median was 23.75%.

BKGFY's ROC (Joel Greenblatt) % is ranked better than
60.42% of 96 companies
in the Homebuilding & Construction industry
Industry Median: 11.055 vs BKGFY: 14.57

Berkeley Group Holdings (The)'s 5-Year average Growth Rate of ROC (Joel Greenblatt) % was -10.20% per year.


Berkeley Group Holdings (The)  (OTCPK:BKGFY) 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.


Berkeley Group Holdings (The) ROC (Joel Greenblatt) % Related Terms


Berkeley Group Holdings (The) ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Berkeley Group Holdings (The)'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.

Berkeley Group Holdings (The) ROC (Joel Greenblatt) % Chart

Berkeley Group Holdings (The) Annual Data
Trend Apr17 Apr18 Apr19 Apr20 Apr21 Apr22 Apr23 Apr24 Apr25 Apr26
ROC (Joel Greenblatt) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 20.56 18.15 16.91 16.92 14.79

Berkeley Group Holdings (The) Semi-Annual Data
Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
ROC (Joel Greenblatt) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 15.60 17.06 15.85 16.34 12.91

BKGFY vs DHI, PHM, LEN: ROC (Joel Greenblatt) % Comparison

For the Residential Construction subindustry, Berkeley Group Holdings (The)'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.


Berkeley Group Holdings (The) ROC (Joel Greenblatt) % vs Homebuilding & Construction Industry

For the Homebuilding & Construction industry and Consumer Cyclical sector, Berkeley Group Holdings (The)'s ROC (Joel Greenblatt) % distribution charts can be found below:

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


BKGFY
77GF Score
Berkeley Group Holdings (The) PLC BKGFY
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Berkeley Group Holdings (The) 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: Oct. 2025 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(100.534 + 6551.001 + 0.00099999999929423) - (2144.192 + 0 + 118.158)
=4389.186

Working Capital(Q: Apr. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(161.373 + 6383.984 + 2.5569999999998) - (2126.649 + 0 + 81.427)
=4339.838

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of Berkeley Group Holdings (The) for the quarter that ended in Apr. 2026 can be restated as:

ROC (Joel Greenblatt) %(Q: Apr. 2026 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Oct. 2025  Q: Apr. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=566.352/( ( (25.901 + max(4389.186, 0)) + (20.727 + max(4339.838, 0)) )/ 2 )
=566.352/( ( 4415.087 + 4360.565 )/ 2 )
=566.352/4387.826
=12.91 %

Note: The EBIT data used here is two times the semi-annual (Apr. 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 12.91% mean?
Berkeley Group Holdings (The) (BKGFY) has a ROC (Joel Greenblatt) % of 12.91% as of Apr. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Berkeley Group Holdings (The) and its competitors. This is 46% below median its historical median of 23.75. Over the past decade, Berkeley Group Holdings (The)'s ROC (Joel Greenblatt) % has ranged from 14.57 to 58.71. According to the industry distribution chart, Berkeley Group Holdings (The) ranks #38 out of 96 companies in the Homebuilding & Construction industry, placing it in the top 39.6%.
Is Berkeley Group Holdings (The)'s ROC (Joel Greenblatt) % too high?
Berkeley Group Holdings (The)'s current ROC (Joel Greenblatt) % of 12.91% is 46% below median its 10-year median of 23.75. Over the past 10 years, this metric has ranged from a low of 14.57 to a high of 58.71. The Homebuilding & Construction industry median ROC (Joel Greenblatt) % is 11.06. Berkeley Group Holdings (The)'s value of 12.91% is 16.8% above this industry median. Based on the distribution chart, Berkeley Group Holdings (The) ranks #38 out of 96 companies in the Homebuilding & Construction industry, which is above the industry midpoint. Overall, Berkeley Group Holdings (The) has a GF Score™ of 77/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Berkeley Group Holdings (The)'s ROC (Joel Greenblatt) % compare to DHI and PHM?
According to the Homebuilding & Construction industry distribution chart, Berkeley Group Holdings (The) ranks #38 out of 96 companies for ROC (Joel Greenblatt) %. This puts Berkeley Group Holdings (The) in the upper half of its industry. The industry median ROC (Joel Greenblatt) % is 11.06. Berkeley Group Holdings (The)'s value of 12.91% is 16.8% above this benchmark. Historically, Berkeley Group Holdings (The)'s own ROC (Joel Greenblatt) % has ranged from 14.57 to 58.71 over the past decade. While the company's 10-year median is 23.75 vs. the industry median of 11.06, Berkeley Group Holdings (The) 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 Homebuilding & Construction company?
The median ROC (Joel Greenblatt) % among Homebuilding & Construction companies is 11.06, based on 96 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. Berkeley Group Holdings (The)'s current ROC (Joel Greenblatt) % of 12.91% is 16.8% 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 Berkeley Group Holdings (The) and its competitors. For the Homebuilding & Construction industry, the median ROC (Joel Greenblatt) % is 11.06 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Berkeley Group Holdings (The)'s current ROC (Joel Greenblatt) % is 12.91%, which is 46% below median its own 10-year median of 23.75. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Berkeley Group Holdings (The) stock overvalued right now?
Based on GuruFocus' analysis, Berkeley Group Holdings (The) (BKGFY) is currently considered Modestly Undervalued. The stock's GF Value™ is $11.23, compared to a current price of $9.32 — trading 17% below its estimated fair value. The current ROC (Joel Greenblatt) % is 12.91%, which is 46% below median its 10-year median of 23.75 and 16.8% above the Homebuilding & Construction industry median of 11.06. Berkeley Group Holdings (The)'s overall GF Score™ is 77/100 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 Berkeley Group Holdings (The) (BKGFY), the current ROC (Joel Greenblatt) % is 12.91% as of Apr. 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.

Is Berkeley Group Holdings (The) (BKGFY) Overvalued in 2026?

Based on GuruFocus' analysis, Berkeley Group Holdings (The) stock appears to be undervalued. The current stock price of $9.32 is trading 17% below its estimated GF Value™ of $11.23. GuruFocus considers Berkeley Group Holdings (The) to be Modestly Undervalued.

Key valuation signals for BKGFY:

  • ROC (Joel Greenblatt) %: 12.91% (46% below median its 10-year median of 23.75)
  • GF Value™: $11.23 vs. price of $9.32 (17% below fair value)
  • GF Score™: 77/100 with 4 warning signs
  • Industry Position: 16.8% above the Homebuilding & Construction median (#38 of 96)

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


Berkeley Group Holdings (The) Business Description

Address 19 Portsmouth Road, Berkeley House, Cobham, Surrey, GBR, KT11 1JG
Berkeley Group is a UK homebuilder specializing in large-scale brownfield redevelopment projects in and around London. The group is vertically integrated through the land development, construction, and sales and marketing segments of the residential property development value chain. It also has a nascent proprietary built-to-rent platform.
77GF Score

Get the complete analysis for BKGFY

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

$9.32
Price
$11.23
GF Value