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Hercules InvestmentsBOM:505720 -0.54%40 ROC (Joel Greenblatt) % is 62.32% as of Jun. 2026, which is 226% above its 10-year median of 19.09. GuruFocus rates BOM:505720 with a GF Score™ of 40/100. The stock has 2 warning signs investors should review. Among 616 Asset Management companies, Hercules Investments ranks worse than 73.86% 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. Hercules Investments's annualized ROC (Joel Greenblatt) % for the quarter that ended in Jun. 2026 was 62.32%.
The historical rank and industry rank for Hercules Investments's ROC (Joel Greenblatt) % or its related term are showing as below:
BOM:505720'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -25.62 Med: 19.09 Max: 2809.37
Current: -25.62
During the past 13 years, Hercules Investments's highest ROC (Joel Greenblatt) % was 2809.37%. The lowest was -25.62%. And the median was 19.09%.
BOM:505720's ROC (Joel Greenblatt) % is ranked worse than 73.86% of 616
companies
in the Asset Management industry
Industry Median: 61.475
vs BOM:505720: -25.62
Hercules Investments's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 0.00% per year.
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.
Hercules Investments ROC (Joel Greenblatt) % Related Terms
Hercules Investments ROC (Joel Greenblatt) % Historical Data
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The historical data trend for Hercules 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.
BOM:505720 vs BLK, BX, KKR: ROC (Joel Greenblatt) % Comparison
For the Asset Management subindustry, Hercules 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.
Hercules Investments ROC (Joel Greenblatt) % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Hercules Investments's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Hercules Investments's ROC (Joel Greenblatt) % falls into.
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 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 62.32% mean?
Hercules Investments (BOM:505720) has a ROC (Joel Greenblatt) % of 62.32% 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 Hercules Investments and its competitors. This is 226% above median its historical median of 19.09. According to the industry distribution chart, Hercules Investments ranks #455 out of 616 companies in the Asset Management industry, placing it in the top 73.9%.
Is Hercules Investments' ROC (Joel Greenblatt) % too high?
Hercules Investments' current ROC (Joel Greenblatt) % of 62.32% is 226% above median its 10-year median of 19.09. The Asset Management industry median ROC (Joel Greenblatt) % is 61.48. Hercules Investments' value of 62.32% is 1.4% above this industry median. Based on the distribution chart, Hercules Investments ranks #455 out of 616 companies in the Asset Management industry, which is below the industry midpoint. Overall, Hercules Investments has a GF Score™ of 40/100, reflecting its overall financial health beyond just this single metric.
How does Hercules Investments' ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Hercules Investments ranks #455 out of 616 companies for ROC (Joel Greenblatt) %. This places Hercules Investments in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 61.48. Hercules Investments' value of 62.32% is 1.4% above this benchmark. While the company's 10-year median is 19.09 vs. the industry median of 61.48, Hercules 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 an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 61.48, based on 616 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. Hercules Investments's current ROC (Joel Greenblatt) % of 62.32% is 1.4% 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 Hercules Investments and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 61.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Hercules Investments's current ROC (Joel Greenblatt) % is 62.32%, which is 226% above median its own 10-year median of 19.09. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Hercules Investments stock overvalued right now?
Hercules Investments (BOM:505720) has a current ROC (Joel Greenblatt) % of 62.32%. The current ROC (Joel Greenblatt) % is 62.32%, which is 226% above median its 10-year median of 19.09 and 1.4% above the Asset Management industry median of 61.48. Hercules Investments' overall GF Score™ is 40/100 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 Hercules Investments (BOM:505720), the current ROC (Joel Greenblatt) % is 62.32% 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.
Hercules Investments Ltd, formerly Hercules Hoists Ltd functions as a Core Investment Company (CIC) and is predominantly engaged in investing in the securities of group companies.
40GF Score
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