IntegraFin Holdings (CHIX:IHPL) ROC (Joel Greenblatt) %: 115.15% (As of Mar. 2026) — 93% Below Median

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CHIX:IHPL IntegraFin Holdings PLC CHIX:IHPL
91 GF Score
Price £3.73
GF Value £3.73
Valuation Fairly Valued
! 6 Warning Signs
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What is IntegraFin Holdings ROC (Joel Greenblatt) %?

IntegraFin Holdings CHIX:IHPL -1.19% 91 ROC (Joel Greenblatt) % is 115.15% as of Mar. 2026, which is 93% below its 10-year median of 1,618.21. GuruFocus rates CHIX:IHPL with a GF Score™ of 91/100 and a GF Value™ of £3.73 (Fairly Valued). The stock has 6 warning signs investors should review. Among 626 Asset Management companies, IntegraFin Holdings ranks better than 59.58% 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. IntegraFin Holdings's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 was 115.15%.

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

CHIX:IHPl' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 163.49   Med: 1618.21   Max: 2703.94
Current: 163.49

During the past 11 years, IntegraFin Holdings's highest ROC (Joel Greenblatt) % was 2703.94%. The lowest was 163.49%. And the median was 1618.21%.

CHIX:IHPl's ROC (Joel Greenblatt) % is ranked better than
59.58% of 626 companies
in the Asset Management industry
Industry Median: 64.34 vs CHIX:IHPl: 163.49

IntegraFin Holdings's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was -21.50% per year.


IntegraFin Holdings  (CHIX:IHPl) 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.


IntegraFin Holdings ROC (Joel Greenblatt) % Related Terms


IntegraFin Holdings ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for IntegraFin Holdings'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.

IntegraFin Holdings ROC (Joel Greenblatt) % Chart

IntegraFin Holdings Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
ROC (Joel Greenblatt) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1,610.33 379.55 1,626.09 1,254.65 192.53

IntegraFin Holdings Semi-Annual Data
Sep15 Sep16 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
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 2,285.19 1,140.74 176.41 210.20 115.15

CHIX:IHPL vs BLK, BX, KKR: ROC (Joel Greenblatt) % Comparison

For the Asset Management subindustry, IntegraFin Holdings'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.


IntegraFin Holdings ROC (Joel Greenblatt) % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, IntegraFin Holdings's ROC (Joel Greenblatt) % distribution charts can be found below:

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


CHIX:IHPL
91GF Score
IntegraFin Holdings PLC CHIX:IHPL
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

IntegraFin Holdings 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: Sep. 2025 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(0 + 0 + 33867.3) - (7.5 + 0 + 33779.7)
=80.099999999999

Working Capital(Q: Mar. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(1.9 + 0 + 35559.3) - (10.5 + 0 + 35469.1)
=81.599999999999

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of IntegraFin Holdings for the quarter that ended in Mar. 2026 can be restated as:

ROC (Joel Greenblatt) %(Q: Mar. 2026 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Sep. 2025  Q: Mar. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=113.6/( ( (18.3 + max(80.099999999999, 0)) + (17.3 + max(81.599999999999, 0)) )/ 2 )
=113.6/( ( 98.399999999999 + 98.899999999999 )/ 2 )
=113.6/98.649999999999
=115.15 %

Note: The EBIT data used here is two times the semi-annual (Mar. 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 115.15% mean?
IntegraFin Holdings (CHIX:IHPL) has a ROC (Joel Greenblatt) % of 115.15% as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on IntegraFin Holdings and its competitors. This is 93% below median its historical median of 1,618.21. Over the past decade, IntegraFin Holdings' ROC (Joel Greenblatt) % has ranged from 163.49 to 2,703.94. According to the industry distribution chart, IntegraFin Holdings ranks #253 out of 626 companies in the Asset Management industry, placing it in the top 40.4%.
Is IntegraFin Holdings' ROC (Joel Greenblatt) % too high?
IntegraFin Holdings' current ROC (Joel Greenblatt) % of 115.15% is 93% below median its 10-year median of 1,618.21. Over the past 10 years, this metric has ranged from a low of 163.49 to a high of 2,703.94. The Asset Management industry median ROC (Joel Greenblatt) % is 64.34. IntegraFin Holdings' value of 115.15% is 79% above this industry median. Based on the distribution chart, IntegraFin Holdings ranks #253 out of 626 companies in the Asset Management industry, which is above the industry midpoint. Overall, IntegraFin Holdings has a GF Score™ of 91/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does IntegraFin Holdings' ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, IntegraFin Holdings ranks #253 out of 626 companies for ROC (Joel Greenblatt) %. This puts IntegraFin Holdings in the upper half of its industry. The industry median ROC (Joel Greenblatt) % is 64.34. IntegraFin Holdings' value of 115.15% is 79% above this benchmark. Historically, IntegraFin Holdings' own ROC (Joel Greenblatt) % has ranged from 163.49 to 2,703.94 over the past decade. While the company's 10-year median is 1,618.21 vs. the industry median of 64.34, IntegraFin Holdings 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 64.34, based on 626 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. IntegraFin Holdings's current ROC (Joel Greenblatt) % of 115.15% is 79% 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 IntegraFin Holdings and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 64.34 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. IntegraFin Holdings's current ROC (Joel Greenblatt) % is 115.15%, which is 93% below median its own 10-year median of 1,618.21. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is IntegraFin Holdings stock overvalued right now?
Based on GuruFocus' analysis, IntegraFin Holdings (CHIX:IHPL) is currently considered Fairly Valued. The stock's GF Value™ is £3.73, compared to a current price of £3.73 — trading right at its estimated fair value. The current ROC (Joel Greenblatt) % is 115.15%, which is 93% below median its 10-year median of 1,618.21 and 79% above the Asset Management industry median of 64.34. IntegraFin Holdings' overall GF Score™ is 91/100 with 6 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 IntegraFin Holdings (CHIX:IHPL), the current ROC (Joel Greenblatt) % is 115.15% as of Mar. 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 IntegraFin Holdings (CHIX:IHPL) Overvalued in 2026?

Based on GuruFocus' analysis, IntegraFin Holdings stock appears to be undervalued. The current stock price of £3.73 is trading 0% below its estimated GF Value™ of £3.73. GuruFocus considers IntegraFin Holdings to be Fairly Valued.

Key valuation signals for CHIX:IHPL:

  • ROC (Joel Greenblatt) %: 115.15% (93% below median its 10-year median of 1,618.21)
  • GF Value™: £3.73 vs. price of £3.73 (0% below fair value)
  • GF Score™: 91/100 with 6 warning signs
  • Industry Position: 79% above the Asset Management median (#253 of 626)

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


IntegraFin Holdings Business Description

Other Exchanges IHP:UK
Address 2 Gresham Street, 4th Floor, London, GBR, EC2V 7AD
IntegraFin Holdings PLC is a United Kingdom-based holding company providing platform services to clients and financial advisers. Its segments include Investment administration services performed by IFAL, the provider of the Transact wrap service, offering general investment accounts (GIA), acting as a SIPP operator and ISA manager, and serving as custodian for platform assets, which generates the majority of revenue. The Insurance and life assurance business comprises ILUK and ILInt, which provide pension and bond products on the Transact platform, and Adviser back-office technology includes T4A, which provides financial planning technology through the CURO adviser support system. The company derives the majority of its revenue from the United Kingdom.
91GF Score

Get the complete analysis for CHIX:IHPL

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

£3.73
Price
£3.73
GF Value