Montanaro UK Smaller Inv Tr (LSE:MTU) ROC (Joel Greenblatt) %: % (As of Mar. 2026)

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LSE:MTU Montanaro UK Smaller Companies Inv Tr PLC LSE:MTU
35 GF Score
Price £1.10
! 3 Warning Signs
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What is Montanaro UK Smaller Inv Tr ROC (Joel Greenblatt) %?

Montanaro UK Smaller Inv Tr LSE:MTU +2.09% 35 ROC (Joel Greenblatt) % is % as of Mar. 2026. GuruFocus rates LSE:MTU with a GF Score™ of 35/100. The stock has 3 warning signs investors should review. Among 627 Asset Management companies, Montanaro UK Smaller Inv Tr ranks worse than 159489.47% on this metric.

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

LSE:MTU
35GF Score
Montanaro UK Smaller Companies Inv Tr PLC LSE:MTU
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a ROC (Joel Greenblatt) % of % mean?
Montanaro UK Smaller Inv Tr (LSE:MTU) has a ROC (Joel Greenblatt) % of % 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 Montanaro UK Smaller Inv Tr and its competitors. According to the industry distribution chart, Montanaro UK Smaller Inv Tr ranks #999999 out of 627 companies in the Asset Management industry.
Is Montanaro UK Smaller Inv Tr's ROC (Joel Greenblatt) % too high?
Montanaro UK Smaller Inv Tr's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Montanaro UK Smaller Inv Tr ranks #999999 out of 627 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Montanaro UK Smaller Inv Tr has a GF Score™ of 35/100, reflecting its overall financial health beyond just this single metric.
How does Montanaro UK Smaller Inv Tr's ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Montanaro UK Smaller Inv Tr ranks #999999 out of 627 companies for ROC (Joel Greenblatt) %. This places Montanaro UK Smaller Inv Tr in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 63.35. 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 63.35, based on 627 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 Montanaro UK Smaller Inv Tr and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 63.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Montanaro UK Smaller Inv Tr'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 Montanaro UK Smaller Inv Tr stock overvalued right now?
Montanaro UK Smaller Inv Tr (LSE:MTU) has a current ROC (Joel Greenblatt) % of %. The current ROC (Joel Greenblatt) % is %. Montanaro UK Smaller Inv Tr's overall GF Score™ is 35/100 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 Montanaro UK Smaller Inv Tr (LSE:MTU), the current ROC (Joel Greenblatt) % is % 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.

Montanaro UK Smaller Inv Tr Business Description

Address 53 Threadneedle Street, London, GBR, EC2R 8AR
Montanaro UK Smaller Companies Inv Tr PLC is a United Kingdom-based company. Its investment objective is capital appreciation through investing in small quoted companies, which are listed on the London Stock Exchange or traded on the Alternative Investment Market and to outperform its benchmark, the Deutsche Numis Smaller Companies Index. The company seeks to achieve its objective by investing in a diversified portfolio of quoted UK small companies.
35GF Score

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

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