BWG (BrandywineGLOBAL - Globalome Opportunities Fund) ROC (Joel Greenblatt) %: % (As of Apr. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

BWG BrandywineGLOBAL - Global Income Opportunities Fund Inc BWG
50 GF Score
Price $7.69
GF Value $8.15
Valuation Fairly Valued
! 5 Warning Signs
View Full Analysis

What is BrandywineGLOBAL - Globalome Opportunities Fund ROC (Joel Greenblatt) %?

BrandywineGLOBAL - Globalome Opportunities Fund BWG -1.41% 50 ROC (Joel Greenblatt) % is % as of Apr. 2026. GuruFocus rates BWG with a GF Score™ of 50/100 and a GF Value™ of $8.15 (Fairly Valued). The stock has 5 warning signs investors should review. Among 630 Asset Management companies, BrandywineGLOBAL - Globalome Opportunities Fund ranks worse than 158730% on this metric.

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

BWG
50GF Score
BrandywineGLOBAL - Global Income Opportunities Fund Inc BWG
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
What does a ROC (Joel Greenblatt) % of % mean?
BrandywineGLOBAL - Globalome Opportunities Fund (BWG) has a ROC (Joel Greenblatt) % of % 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 BrandywineGLOBAL - Globalome Opportunities Fund and its competitors. According to the industry distribution chart, BrandywineGLOBAL - Globalome Opportunities Fund ranks #999999 out of 630 companies in the Asset Management industry.
Is BrandywineGLOBAL - Globalome Opportunities Fund's ROC (Joel Greenblatt) % too high?
BrandywineGLOBAL - Globalome Opportunities Fund's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, BrandywineGLOBAL - Globalome Opportunities Fund ranks #999999 out of 630 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, BrandywineGLOBAL - Globalome Opportunities Fund has a GF Score™ of 50/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does BrandywineGLOBAL - Globalome Opportunities Fund's ROC (Joel Greenblatt) % compare to CXE and IHD?
According to the Asset Management industry distribution chart, BrandywineGLOBAL - Globalome Opportunities Fund ranks #999999 out of 630 companies for ROC (Joel Greenblatt) %. This places BrandywineGLOBAL - Globalome Opportunities Fund in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.03. 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 63.03, based on 630 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 BrandywineGLOBAL - Globalome Opportunities Fund and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.03 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. BrandywineGLOBAL - Globalome Opportunities Fund'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 BrandywineGLOBAL - Globalome Opportunities Fund stock overvalued right now?
Based on GuruFocus' analysis, BrandywineGLOBAL - Globalome Opportunities Fund (BWG) is currently considered Fairly Valued. The stock's GF Value™ is $8.15, compared to a current price of $7.69 — trading 5.6% below its estimated fair value. The current ROC (Joel Greenblatt) % is %. BrandywineGLOBAL - Globalome Opportunities Fund's overall GF Score™ is 50/100 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 BrandywineGLOBAL - Globalome Opportunities Fund (BWG), the current ROC (Joel Greenblatt) % is % 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 BrandywineGLOBAL - Globalome Opportunities Fund (BWG) Overvalued in 2026?

Based on GuruFocus' analysis, BrandywineGLOBAL - Globalome Opportunities Fund stock appears to be undervalued. The current stock price of $7.69 is trading 5.6% below its estimated GF Value™ of $8.15. GuruFocus considers BrandywineGLOBAL - Globalome Opportunities Fund to be Fairly Valued.

Key valuation signals for BWG:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: $8.15 vs. price of $7.69 (5.6% below fair value)
  • GF Score™: 50/100 with 5 warning signs

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

BrandywineGLOBAL - Globalome Opportunities Fund Business Description

Address One Madison Avenue, 17th Floor, New York, NY, USA, 10010
BrandywineGLOBAL - Global Income Opportunities Fund Inc is a non-diversified, closed-end management investment company. The primary investment objective is to provide current income. The secondary investment objective is capital appreciation. The Fund seeks to achieve its investment objectives by investing, under normal market conditions, at least 80% of its assets in world-wide fixed-income securities.
50GF Score

Get the complete analysis for BWG

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

$7.69
Price
$8.15
GF Value