SW Investments (BOM:503659) ROC (Joel Greenblatt) %: 893.45% (As of Jun. 2026) — 9633% Above Median

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BOM:503659 SW Investments Ltd BOM:503659
68 GF Score
Price ₹167.95
GF Value ₹159.85
Valuation Fairly Valued
! 3 Warning Signs
View Full Analysis

What is SW Investments ROC (Joel Greenblatt) %?

SW Investments BOM:503659 68 ROC (Joel Greenblatt) % is 893.45% as of Jun. 2026, which is 9633% above its 10-year median of 9.18. GuruFocus rates BOM:503659 with a GF Score™ of 68/100 and a GF Value™ of ₹159.85 (Fairly Valued). The stock has 3 warning signs investors should review. Among 417 Credit Services companies, SW Investments ranks better than 86.33% 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. SW Investments's annualized ROC (Joel Greenblatt) % for the quarter that ended in Jun. 2026 was 893.45%.

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

BOM:503659' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 0.81   Med: 9.18   Max: 863.72
Current: 863.72

During the past 13 years, SW Investments's highest ROC (Joel Greenblatt) % was 863.72%. The lowest was 0.81%. And the median was 9.18%.

BOM:503659's ROC (Joel Greenblatt) % is ranked better than
86.33% of 417 companies
in the Credit Services industry
Industry Median: 27.73 vs BOM:503659: 863.72

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


SW Investments  (BOM:503659) 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.


SW Investments ROC (Joel Greenblatt) % Related Terms


SW Investments ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for SW Investments'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.

SW Investments ROC (Joel Greenblatt) % Chart

SW Investments Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROC (Joel Greenblatt) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 8.70 0.00 0.81 2.40 689.08

SW Investments Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
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 0.00 836.04 864.86 853.28 893.45

BOM:503659 vs V, MA, AXP: ROC (Joel Greenblatt) % Comparison

For the Credit Services subindustry, SW Investments'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.


SW Investments ROC (Joel Greenblatt) % vs Credit Services Industry

For the Credit Services industry and Financial Services sector, SW Investments's ROC (Joel Greenblatt) % distribution charts can be found below:

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


BOM:503659
68GF Score
SW Investments Ltd BOM:503659
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

SW Investments 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: Mar. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(1.285 + 0 + 0.112) - (0.899 + 0 + 0.04)
=0.458

Working Capital(Q: Jun. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(0 + 0 + 0) - (0 + 0 + 0)
=0

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of SW Investments for the quarter that ended in Jun. 2026 can be restated as:

ROC (Joel Greenblatt) %(Q: Jun. 2026 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Mar. 2026  Q: Jun. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=4.092/( ( (0 + max(0.458, 0)) + (0 + max(0, 0)) )/ 1 )
=4.092/( ( 0.458 + 0 )/ 1 )
=4.092/0.458
=893.45 %

Note: The EBIT data used here is four times the quarterly (Jun. 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 893.45% mean?
SW Investments (BOM:503659) has a ROC (Joel Greenblatt) % of 893.45% as of Jun. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on SW Investments and its competitors. This is 9633% above median its historical median of 9.18. Over the past decade, SW Investments' ROC (Joel Greenblatt) % has ranged from 0.81 to 863.72. According to the industry distribution chart, SW Investments ranks #57 out of 417 companies in the Credit Services industry, placing it in the top 13.7%.
Is SW Investments' ROC (Joel Greenblatt) % too high?
SW Investments' current ROC (Joel Greenblatt) % of 893.45% is 9633% above median its 10-year median of 9.18. Over the past 10 years, this metric has ranged from a low of 0.81 to a high of 863.72. The Credit Services industry median ROC (Joel Greenblatt) % is 27.73. SW Investments' value of 893.45% is 3122% above this industry median. Based on the distribution chart, SW Investments ranks #57 out of 417 companies in the Credit Services industry, which is in the top quartile — a strong position relative to peers. Overall, SW Investments has a GF Score™ of 68/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does SW Investments' ROC (Joel Greenblatt) % compare to V and MA?
According to the Credit Services industry distribution chart, SW Investments ranks #57 out of 417 companies for ROC (Joel Greenblatt) %. This places SW Investments in the top 14% of its industry — outperforming the majority of peers. The industry median ROC (Joel Greenblatt) % is 27.73. SW Investments' value of 893.45% is 3122% above this benchmark. Historically, SW Investments' own ROC (Joel Greenblatt) % has ranged from 0.81 to 863.72 over the past decade. While the company's 10-year median is 9.18 vs. the industry median of 27.73, SW Investments 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 Credit Services company?
The median ROC (Joel Greenblatt) % among Credit Services companies is 27.73, based on 417 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. SW Investments's current ROC (Joel Greenblatt) % of 893.45% is 3122% 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 SW Investments and its competitors. For the Credit Services industry, the median ROC (Joel Greenblatt) % is 27.73 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SW Investments's current ROC (Joel Greenblatt) % is 893.45%, which is 9633% above median its own 10-year median of 9.18. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SW Investments stock overvalued right now?
Based on GuruFocus' analysis, SW Investments (BOM:503659) is currently considered Fairly Valued. The stock's GF Value™ is ₹159.85, compared to a current price of ₹167.95 — trading 5.1% above its estimated fair value. The current ROC (Joel Greenblatt) % is 893.45%, which is 9633% above median its 10-year median of 9.18 and 3122% above the Credit Services industry median of 27.73. SW Investments' overall GF Score™ is 68/100 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 SW Investments (BOM:503659), the current ROC (Joel Greenblatt) % is 893.45% as of Jun. 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 SW Investments (BOM:503659) Overvalued in 2026?

Based on GuruFocus' analysis, SW Investments stock appears to be overvalued. The current stock price of ₹167.95 is trading 5.1% above its estimated GF Value™ of ₹159.85. GuruFocus considers SW Investments to be Fairly Valued.

Key valuation signals for BOM:503659:

  • ROC (Joel Greenblatt) %: 893.45% (9633% above median its 10-year median of 9.18)
  • GF Value™: ₹159.85 vs. price of ₹167.95 (5.1% above fair value)
  • GF Score™: 68/100 with 3 warning signs
  • Industry Position: 3122% above the Credit Services median (#57 of 417)

No single metric tells the full story. See the BOM:503659 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


SW Investments Business Description

Address 37-40, Subhash Road, 5th Floor, Sunteck Centre, Vile Parle East, Mumbai, MH, IND, 400057
SW Investments Ltd is an India-based company providing financial and investment services. It holds assets in the form of investments in equity shares and debentures. It is engaged in holding securities in various companies. The company generates revenue in the form of interest and dividends.
68GF Score

Get the complete analysis for BOM:503659

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

₹167.95
Price
₹159.85
GF Value