IBXVF (I B I Investment House) ROC (Joel Greenblatt) %: 448.52% (As of Mar. 2026) — 54% Above Median


What is I B I Investment House ROC (Joel Greenblatt) %?

I B I Investment House IBXVF 90 ROC (Joel Greenblatt) % is 448.52% as of Mar. 2026, which is 54% above its 10-year median of 291.43. GuruFocus rates IBXVF with a GF Score™ of 90/100. The stock has 3 warning signs investors should review. Among 628 Asset Management companies, I B I Investment House ranks better than 69.59% 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. I B I Investment House's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 was 448.52%.

The historical rank and industry rank for I B I Investment House's ROC (Joel Greenblatt) % or its related term are showing as below:

IBXVF' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 220.63   Med: 291.43   Max: 390.54
Current: 308.53

During the past 13 years, I B I Investment House's highest ROC (Joel Greenblatt) % was 390.54%. The lowest was 220.63%. And the median was 291.43%.

IBXVF's ROC (Joel Greenblatt) % is ranked better than
69.59% of 628 companies
in the Asset Management industry
Industry Median: 64.34 vs IBXVF: 308.53

I B I Investment House's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 3.00% per year.


I B I Investment House  (OTCPK:IBXVF) 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.


I B I Investment House ROC (Joel Greenblatt) % Related Terms


I B I Investment House ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for I B I Investment House'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.

I B I Investment House ROC (Joel Greenblatt) % Chart

I B I Investment House Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROC (Joel Greenblatt) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 297.69 256.09 305.20 272.28 275.69

I B I Investment House Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 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 227.20 210.88 257.34 311.91 448.52

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

For the Asset Management subindustry, I B I Investment House'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.


I B I Investment House ROC (Joel Greenblatt) % vs Asset Management Industry

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

* The bar in red indicates where I B I Investment House's ROC (Joel Greenblatt) % falls into.



I B I Investment House 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: Dec. 2025 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(62.125 + 0 + 4.6899999999999) - (99.832 + 0 + 80.401)
=-113.418

Working Capital(Q: Mar. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(73.783 + 0 + 3.968) - (129.476 + 0 + 91.425)
=-143.15

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of I B I Investment House 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: Dec. 2025  Q: Mar. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=247.504/( ( (55.087 + max(-113.418, 0)) + (55.277 + max(-143.15, 0)) )/ 2 )
=247.504/( ( 55.087 + 55.277 )/ 2 )
=247.504/55.182
=448.52 %

Note: The EBIT data used here is four times the quarterly (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 448.52% mean?
I B I Investment House (IBXVF) has a ROC (Joel Greenblatt) % of 448.52% 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 I B I Investment House and its competitors. This is 54% above median its historical median of 291.43. Over the past decade, I B I Investment House's ROC (Joel Greenblatt) % has ranged from 220.63 to 390.54. According to the industry distribution chart, I B I Investment House ranks #191 out of 628 companies in the Asset Management industry, placing it in the top 30.4%.
Is I B I Investment House's ROC (Joel Greenblatt) % too high?
I B I Investment House's current ROC (Joel Greenblatt) % of 448.52% is 54% above median its 10-year median of 291.43. Over the past 10 years, this metric has ranged from a low of 220.63 to a high of 390.54. The Asset Management industry median ROC (Joel Greenblatt) % is 64.34. I B I Investment House's value of 448.52% is 597.1% above this industry median. Based on the distribution chart, I B I Investment House ranks #191 out of 628 companies in the Asset Management industry, which is above the industry midpoint. Overall, I B I Investment House has a GF Score™ of 90/100, reflecting its overall financial health beyond just this single metric.
How does I B I Investment House's ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, I B I Investment House ranks #191 out of 628 companies for ROC (Joel Greenblatt) %. This puts I B I Investment House in the upper half of its industry. The industry median ROC (Joel Greenblatt) % is 64.34. I B I Investment House's value of 448.52% is 597.1% above this benchmark. Historically, I B I Investment House's own ROC (Joel Greenblatt) % has ranged from 220.63 to 390.54 over the past decade. While the company's 10-year median is 291.43 vs. the industry median of 64.34, I B I Investment House 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 628 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. I B I Investment House's current ROC (Joel Greenblatt) % of 448.52% is 597.1% 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 I B I Investment House 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. I B I Investment House's current ROC (Joel Greenblatt) % is 448.52%, which is 54% above median its own 10-year median of 291.43. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is I B I Investment House stock overvalued right now?
I B I Investment House (IBXVF) has a current ROC (Joel Greenblatt) % of 448.52%. The current ROC (Joel Greenblatt) % is 448.52%, which is 54% above median its 10-year median of 291.43 and 597.1% above the Asset Management industry median of 64.34. I B I Investment House's overall GF Score™ is 90/100 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 I B I Investment House (IBXVF), the current ROC (Joel Greenblatt) % is 448.52% 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.

I B I Investment House Business Description

Other Exchanges IBI:Israel
Address 9 Ahad Ha\'am Street, Shalom Tower, 21st, 26-27th, 29th Floors, Tel Aviv, ISR, 61291
I B I Investment House Ltd is an investment company. It offers investment management & trading services from mutual fund, & provident fund, to trading and execution services on portfolio management, investment banking, & foreign currency, among others.