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Brooks Macdonald GroupCHIX:BRKL 60 ROC (Joel Greenblatt) % is 82.39% as of Dec. 2025, which is 67% below its 10-year median of 252.36. GuruFocus rates CHIX:BRKL with a GF Score™ of 60/100 and a GF Value™ of £18.41 (Modestly Undervalued). The stock has 5 warning signs investors should review. Among 630 Asset Management companies, Brooks Macdonald Group ranks worse than 51.27% 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. Brooks Macdonald Group's annualized ROC (Joel Greenblatt) % for the quarter that ended in Dec. 2025 was 82.39%.
The historical rank and industry rank for Brooks Macdonald Group's ROC (Joel Greenblatt) % or its related term are showing as below:
CHIX:BRKl'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 56.51 Med: 252.36 Max: 397.34
Current: 56.51
During the past 13 years, Brooks Macdonald Group's highest ROC (Joel Greenblatt) % was 397.34%. The lowest was 56.51%. And the median was 252.36%.
CHIX:BRKl's ROC (Joel Greenblatt) % is ranked worse than 51.27% of 630
companies
in the Asset Management industry
Industry Median: 66.82
vs CHIX:BRKl: 56.51
Brooks Macdonald Group's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was -0.60% per year.
Brooks Macdonald Group (CHIX:BRKl) 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.
Brooks Macdonald Group ROC (Joel Greenblatt) % Related Terms
Brooks Macdonald Group ROC (Joel Greenblatt) % Historical Data
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The historical data trend for Brooks Macdonald 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.
Brooks Macdonald Group ROC (Joel Greenblatt) % Chart
CHIX:BRKL vs BLK, BX, KKR: ROC (Joel Greenblatt) % Comparison
For the Asset Management subindustry, Brooks Macdonald 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.
Brooks Macdonald Group ROC (Joel Greenblatt) % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Brooks Macdonald Group's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Brooks Macdonald Group's ROC (Joel Greenblatt) % falls into.
Brooks Macdonald 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 82.39% mean?
Brooks Macdonald Group (CHIX:BRKL) has a ROC (Joel Greenblatt) % of 82.39% 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 Brooks Macdonald Group and its competitors. This is 67% below median its historical median of 252.36. Over the past decade, Brooks Macdonald Group's ROC (Joel Greenblatt) % has ranged from 56.51 to 397.34. According to the industry distribution chart, Brooks Macdonald Group ranks #323 out of 630 companies in the Asset Management industry, placing it in the top 51.3%.
Is Brooks Macdonald Group's ROC (Joel Greenblatt) % too high?
Brooks Macdonald Group's current ROC (Joel Greenblatt) % of 82.39% is 67% below median its 10-year median of 252.36. Over the past 10 years, this metric has ranged from a low of 56.51 to a high of 397.34. The Asset Management industry median ROC (Joel Greenblatt) % is 66.82. Brooks Macdonald Group's value of 82.39% is 23.3% above this industry median. Based on the distribution chart, Brooks Macdonald Group ranks #323 out of 630 companies in the Asset Management industry, which is below the industry midpoint. Overall, Brooks Macdonald Group has a GF Score™ of 60/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Brooks Macdonald Group's ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Brooks Macdonald Group ranks #323 out of 630 companies for ROC (Joel Greenblatt) %. This places Brooks Macdonald Group in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 66.82. Brooks Macdonald Group's value of 82.39% is 23.3% above this benchmark. Historically, Brooks Macdonald Group's own ROC (Joel Greenblatt) % has ranged from 56.51 to 397.34 over the past decade. While the company's 10-year median is 252.36 vs. the industry median of 66.82, Brooks Macdonald 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 66.82, 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. Brooks Macdonald Group's current ROC (Joel Greenblatt) % of 82.39% is 23.3% 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 Brooks Macdonald Group and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 66.82 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Brooks Macdonald Group's current ROC (Joel Greenblatt) % is 82.39%, which is 67% below median its own 10-year median of 252.36. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Brooks Macdonald Group stock overvalued right now?
Based on GuruFocus' analysis, Brooks Macdonald Group (CHIX:BRKL) is currently considered Modestly Undervalued. The stock's GF Value™ is £18.41, compared to a current price of £14.00 — trading 24% below its estimated fair value. The current ROC (Joel Greenblatt) % is 82.39%, which is 67% below median its 10-year median of 252.36 and 23.3% above the Asset Management industry median of 66.82. Brooks Macdonald Group's overall GF Score™ is 60/100 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 Brooks Macdonald Group (CHIX:BRKL), the current ROC (Joel Greenblatt) % is 82.39% 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 Brooks Macdonald Group (CHIX:BRKL) Overvalued in 2026?
Based on GuruFocus' analysis, Brooks Macdonald Group stock appears to be undervalued.
The current stock price of £14.00 is trading 24% below its estimated GF Value™ of £18.41.
GuruFocus considers Brooks Macdonald Group to be Modestly Undervalued.
Key valuation signals for CHIX:BRKL:
ROC (Joel Greenblatt) %: 82.39% (67% below median its 10-year median of 252.36)
GF Value™: £18.41 vs. price of £14.00 (24% below fair value)
Industry Position: 23.3% above the Asset Management median (#323 of 630)
No single metric tells the full story. See the CHIX:BRKL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Brooks Macdonald Group PLC provides investment management services, handles offshore fund management and administration services, and acts as a fund manager to regulated open-ended investment companies. It provides its services to private investors, pension funds, charities, trusts, high-net-worth families, and employee benefit consultancies. It also offers specialized funds in the property and absolute return sectors and manages property assets on behalf of these funds and other clients. Additionally, the company is involved in international investment advisory services as well. The majority of its revenue is generated from the investment management business. Geographically, the company carries out all of its operations in the United Kingdom.
60GF Score
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