Tatton Asset Management (LSE:TAM) ROC (Joel Greenblatt) %: 2,932.48% (As of Mar. 2026) — Near Median


LSE:TAM Tatton Asset Management PLC LSE:TAM
92 GF Score
Price £7.20
GF Value £8.64
Valuation Modestly Undervalued
! 1 Warning Sign
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What is Tatton Asset Management ROC (Joel Greenblatt) %?

Tatton Asset Management LSE:TAM -1.64% 92 ROC (Joel Greenblatt) % is 2,932.48% as of Mar. 2026, which is 9% above its 10-year median of 2,696.00. GuruFocus rates LSE:TAM with a GF Score™ of 92/100 and a GF Value™ of £8.64 (Modestly Undervalued). The stock has 1 warning sign investors should review. Among 628 Asset Management companies, Tatton Asset Management ranks better than 89.33% 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. Tatton Asset Management's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 was 2,932.48%.

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

LSE:TAM' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 741.26   Med: 2696   Max: 6159.72
Current: 2726.38

During the past 12 years, Tatton Asset Management's highest ROC (Joel Greenblatt) % was 6159.72%. The lowest was 741.26%. And the median was 2696.00%.

LSE:TAM's ROC (Joel Greenblatt) % is ranked better than
89.33% of 628 companies
in the Asset Management industry
Industry Median: 64.34 vs LSE:TAM: 2726.38

Tatton Asset Management's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 26.80% per year.


Tatton Asset Management  (LSE:TAM) 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.


Tatton Asset Management ROC (Joel Greenblatt) % Related Terms


Tatton Asset Management ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Tatton Asset Management'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.

Tatton Asset Management ROC (Joel Greenblatt) % Chart

Tatton Asset Management Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROC (Joel Greenblatt) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1,336.01 2,762.43 2,693.54 2,485.01 2,712.32

Tatton Asset Management Semi-Annual Data
Sep16 Mar17 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 3,204.55 2,671.50 2,841.67 2,533.26 2,932.48

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

For the Asset Management subindustry, Tatton 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.


Tatton Asset Management ROC (Joel Greenblatt) % vs Asset Management Industry

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

* The bar in red indicates where Tatton Asset Management's ROC (Joel Greenblatt) % falls into.


LSE:TAM
92GF Score
Tatton Asset Management PLC LSE:TAM
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Tatton Asset Management 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)
=(1.069 + 0 + 2.96) - (3.867 + 0 + 6.346)
=-6.184

Working Capital(Q: Mar. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(0.342 + 0 + 1.487) - (4.375 + 0 + 8.134)
=-10.68

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of Tatton Asset Management 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 )
=27.36/( ( (0.923 + max(-6.184, 0)) + (0.943 + max(-10.68, 0)) )/ 2 )
=27.36/( ( 0.923 + 0.943 )/ 2 )
=27.36/0.933
=2,932.48 %

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 2,932.48% mean?
Tatton Asset Management (LSE:TAM) has a ROC (Joel Greenblatt) % of 2,932.48% 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 Tatton Asset Management and its competitors. This is near median its historical median of 2,696.00. Over the past decade, Tatton Asset Management's ROC (Joel Greenblatt) % has ranged from 741.26 to 6,159.72. According to the industry distribution chart, Tatton Asset Management ranks #67 out of 628 companies in the Asset Management industry, placing it in the top 10.7%.
Is Tatton Asset Management's ROC (Joel Greenblatt) % too high?
Tatton Asset Management's current ROC (Joel Greenblatt) % of 2,932.48% is near median its 10-year median of 2,696.00. Over the past 10 years, this metric has ranged from a low of 741.26 to a high of 6,159.72. The Asset Management industry median ROC (Joel Greenblatt) % is 64.34. Tatton Asset Management's value of 2,932.48% is 4457.8% above this industry median. Based on the distribution chart, Tatton Asset Management ranks #67 out of 628 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Tatton Asset Management has a GF Score™ of 92/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Tatton Asset Management's ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Tatton Asset Management ranks #67 out of 628 companies for ROC (Joel Greenblatt) %. This places Tatton Asset Management in the top 11% of its industry — outperforming the majority of peers. The industry median ROC (Joel Greenblatt) % is 64.34. Tatton Asset Management's value of 2,932.48% is 4457.8% above this benchmark. Historically, Tatton Asset Management's own ROC (Joel Greenblatt) % has ranged from 741.26 to 6,159.72 over the past decade. While the company's 10-year median is 2,696.00 vs. the industry median of 64.34, Tatton 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. Tatton Asset Management's current ROC (Joel Greenblatt) % of 2,932.48% is 4457.8% 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 Tatton 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. Tatton Asset Management's current ROC (Joel Greenblatt) % is 2,932.48%, which is near median its own 10-year median of 2,696.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Tatton Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Tatton Asset Management (LSE:TAM) is currently considered Modestly Undervalued. The stock's GF Value™ is £8.64, compared to a current price of £7.20 — trading 16.7% below its estimated fair value. The current ROC (Joel Greenblatt) % is 2,932.48%, which is near median its 10-year median of 2,696.00 and 4457.8% above the Asset Management industry median of 64.34. Tatton Asset Management's overall GF Score™ is 92/100 with 1 warning sign 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 Tatton Asset Management (LSE:TAM), the current ROC (Joel Greenblatt) % is 2,932.48% 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 Tatton Asset Management (LSE:TAM) Overvalued in 2026?

Based on GuruFocus' analysis, Tatton Asset Management stock appears to be undervalued. The current stock price of £7.20 is trading 16.7% below its estimated GF Value™ of £8.64. GuruFocus considers Tatton Asset Management to be Modestly Undervalued.

Key valuation signals for LSE:TAM:

  • ROC (Joel Greenblatt) %: 2,932.48% (near median its 10-year median of 2,696.00)
  • GF Value™: £8.64 vs. price of £7.20 (16.7% below fair value)
  • GF Score™: 92/100 with 1 warning sign
  • Industry Position: 4457.8% above the Asset Management median (#67 of 628)

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


Tatton Asset Management Business Description

Other Exchanges TAMl:UK2T7:Germany
Address Paradigm House, Lower Meadow Road, Brooke Court, Handforth, Wilmslow, Cheshire, GBR, SK9 3ND
Tatton Asset Management PLC offers on-platform only discretionary fund management, regulatory, compliance, and business consulting services, as well as a whole of market mortgage provision, to directly authorized financial advisers across the United Kingdom. The company's business segments include Tatton and Paradigm, with the maximum revenue derived from the Tatton segment.
92GF Score

Get the complete analysis for LSE:TAM

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

£7.20
Price
£8.64
GF Value