Liontrust Asset ManagementLSE:LIO +1.96%74 ROC (Joel Greenblatt) % is 598.68% as of Mar. 2026, which is 16% below its 10-year median of 716.48. GuruFocus rates LSE:LIO with a GF Score™ of 74/100 and a GF Value™ of £3.30 (Fairly Valued). The stock has 9 warning signs investors should review. Among 628 Asset Management companies, Liontrust Asset Management ranks better than 78.34% 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. Liontrust Asset Management's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 was 598.68%.
The historical rank and industry rank for Liontrust Asset Management's ROC (Joel Greenblatt) % or its related term are showing as below:
LSE:LIO'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -14.43 Med: 716.48 Max: 5381.55
Current: 615.34
During the past 13 years, Liontrust Asset Management's highest ROC (Joel Greenblatt) % was 5381.55%. The lowest was -14.43%. And the median was 716.48%.
LSE:LIO's ROC (Joel Greenblatt) % is ranked better than 78.34% of 628
companies
in the Asset Management industry
Industry Median: 64.34
vs LSE:LIO: 615.34
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.
* 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.
LSE:LIO vs BLK, BX, KKR: ROC (Joel Greenblatt) % Comparison
For the Asset Management subindustry, Liontrust Asset Management'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.
Liontrust Asset Management ROC (Joel Greenblatt) % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Liontrust Asset Management's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Liontrust Asset Management'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 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 598.68% mean?
Liontrust Asset Management (LSE:LIO) has a ROC (Joel Greenblatt) % of 598.68% 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 Liontrust Asset Management and its competitors. This is 16% below median its historical median of 716.48. According to the industry distribution chart, Liontrust Asset Management ranks #136 out of 628 companies in the Asset Management industry, placing it in the top 21.7%.
Is Liontrust Asset Management's ROC (Joel Greenblatt) % too high?
Liontrust Asset Management's current ROC (Joel Greenblatt) % of 598.68% is 16% below median its 10-year median of 716.48. The Asset Management industry median ROC (Joel Greenblatt) % is 64.34. Liontrust Asset Management's value of 598.68% is 830.5% above this industry median. Based on the distribution chart, Liontrust Asset Management ranks #136 out of 628 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Liontrust Asset Management has a GF Score™ of 74/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Liontrust Asset Management's ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Liontrust Asset Management ranks #136 out of 628 companies for ROC (Joel Greenblatt) %. This places Liontrust Asset Management in the top 22% of its industry — outperforming the majority of peers. The industry median ROC (Joel Greenblatt) % is 64.34. Liontrust Asset Management's value of 598.68% is 830.5% above this benchmark. While the company's 10-year median is 716.48 vs. the industry median of 64.34, Liontrust Asset Management 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. Liontrust Asset Management's current ROC (Joel Greenblatt) % of 598.68% is 830.5% 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 Liontrust Asset Management 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. Liontrust Asset Management's current ROC (Joel Greenblatt) % is 598.68%, which is 16% below median its own 10-year median of 716.48. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Liontrust Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Liontrust Asset Management (LSE:LIO) is currently considered Fairly Valued. The stock's GF Value™ is £3.30, compared to a current price of £3.39 — trading 2.6% above its estimated fair value. The current ROC (Joel Greenblatt) % is 598.68%, which is 16% below median its 10-year median of 716.48 and 830.5% above the Asset Management industry median of 64.34. Liontrust Asset Management's overall GF Score™ is 74/100 with 9 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 Liontrust Asset Management (LSE:LIO), the current ROC (Joel Greenblatt) % is 598.68% 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 Liontrust Asset Management (LSE:LIO) Overvalued in 2026?
Based on GuruFocus' analysis, Liontrust Asset Management stock appears to be overvalued.
The current stock price of £3.39 is trading 2.6% above its estimated GF Value™ of £3.30.
GuruFocus considers Liontrust Asset Management to be Fairly Valued.
Key valuation signals for LSE:LIO:
ROC (Joel Greenblatt) %: 598.68% (16% below median its 10-year median of 716.48)
GF Value™: £3.30 vs. price of £3.39 (2.6% above fair value)
Industry Position: 830.5% above the Asset Management median (#136 of 628)
No single metric tells the full story. See the LSE:LIO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Liontrust Asset Management PLC operates as an investment management company. It offers products such as Unit Trusts, Offshore funds, Segregated Mandates, and Discretionary Portfolio Management Services. It markets its fund internationally to institutional investors, wealth managers, financial advisers, private investors, and wholesale markets such as family offices, private banks, wealth managers, and multi-managers. The company's geographical segments are the United Kingdom, Europe (excluding the UK), Canada, and Australia.
74GF Score
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