Yu Group (LSE:YU.) ROC (Joel Greenblatt) %: 332.81% (As of Dec. 2025) — 139% Above Median

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LSE:YU. Yu Group PLC LSE:YU.
91 GF Score
Price £17.55
GF Value £21.85
Valuation Modestly Undervalued
! 3 Warning Signs
View Full Analysis

What is Yu Group ROC (Joel Greenblatt) %?

Yu Group LSE:YU. -0.57% 91 ROC (Joel Greenblatt) % is 332.81% as of Dec. 2025, which is 139% above its 10-year median of 139.40. GuruFocus rates LSE:YU. with a GF Score™ of 91/100 and a GF Value™ of £21.85 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 503 Utilities - Regulated companies, Yu Group ranks better than 95.63% 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. Yu Group's annualized ROC (Joel Greenblatt) % for the quarter that ended in Dec. 2025 was 332.81%.

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

LSE:YU.' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -2050.11   Med: 139.4   Max: 792.67
Current: 322.29

During the past 11 years, Yu Group's highest ROC (Joel Greenblatt) % was 792.67%. The lowest was -2050.11%. And the median was 139.40%.

LSE:YU.'s ROC (Joel Greenblatt) % is ranked better than
95.63% of 503 companies
in the Utilities - Regulated industry
Industry Median: 10.82 vs LSE:YU.: 322.29

Yu Group's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 0.00% per year.


Yu Group  (LSE:YU.) 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.


Yu Group ROC (Joel Greenblatt) % Related Terms


Yu Group ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Yu Group'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.

Yu Group ROC (Joel Greenblatt) % Chart

Yu Group 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 124.71 154.09 792.67 442.40 319.09

Yu Group Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 1,058.90 523.32 428.78 314.17 332.81

LSE:YU. vs SRE, AES: ROC (Joel Greenblatt) % Comparison

For the Utilities - Diversified subindustry, Yu Group'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.


Yu Group ROC (Joel Greenblatt) % vs Utilities - Regulated Industry

For the Utilities - Regulated industry and Utilities sector, Yu Group's ROC (Joel Greenblatt) % distribution charts can be found below:

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


LSE:YU.
91GF Score
Yu Group PLC LSE:YU.
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Yu Group 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: Jun. 2025 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(19.718 + 0.366 + 19.088) - (99.809 + 0 + 38.687)
=-99.324

Working Capital(Q: Dec. 2025 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(21.5 + 0.4 + 23.8) - (102.5 + 0 + 60.5)
=-117.3

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of Yu Group for the quarter that ended in Dec. 2025 can be restated as:

ROC (Joel Greenblatt) %(Q: Dec. 2025 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Jun. 2025  Q: Dec. 2025
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=52.902/( ( (14.991 + max(-99.324, 0)) + (16.8 + max(-117.3, 0)) )/ 2 )
=52.902/( ( 14.991 + 16.8 )/ 2 )
=52.902/15.8955
=332.81 %

Note: The EBIT data used here is two times the semi-annual (Dec. 2025) 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 332.81% mean?
Yu Group (LSE:YU.) has a ROC (Joel Greenblatt) % of 332.81% as of Dec. 2025. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Yu Group and its competitors. This is 139% above median its historical median of 139.40. According to the industry distribution chart, Yu Group ranks #22 out of 503 companies in the Utilities - Regulated industry, placing it in the top 4.4%.
Is Yu Group's ROC (Joel Greenblatt) % too high?
Yu Group's current ROC (Joel Greenblatt) % of 332.81% is 139% above median its 10-year median of 139.40. The Utilities - Regulated industry median ROC (Joel Greenblatt) % is 10.82. Yu Group's value of 332.81% is 2975.9% above this industry median. Based on the distribution chart, Yu Group ranks #22 out of 503 companies in the Utilities - Regulated industry, which is in the top quartile — a strong position relative to peers. Overall, Yu Group has a GF Score™ of 91/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Yu Group's ROC (Joel Greenblatt) % compare to SRE and AES?
According to the Utilities - Regulated industry distribution chart, Yu Group ranks #22 out of 503 companies for ROC (Joel Greenblatt) %. This places Yu Group in the top 4% of its industry — outperforming the majority of peers. The industry median ROC (Joel Greenblatt) % is 10.82. Yu Group's value of 332.81% is 2975.9% above this benchmark. While the company's 10-year median is 139.40 vs. the industry median of 10.82, Yu Group 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 Utilities - Regulated company?
The median ROC (Joel Greenblatt) % among Utilities - Regulated companies is 10.82, based on 503 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. Yu Group's current ROC (Joel Greenblatt) % of 332.81% is 2975.9% 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 Yu Group and its competitors. For the Utilities - Regulated industry, the median ROC (Joel Greenblatt) % is 10.82 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Yu Group's current ROC (Joel Greenblatt) % is 332.81%, which is 139% above median its own 10-year median of 139.40. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Yu Group stock overvalued right now?
Based on GuruFocus' analysis, Yu Group (LSE:YU.) is currently considered Modestly Undervalued. The stock's GF Value™ is £21.85, compared to a current price of £17.55 — trading 19.7% below its estimated fair value. The current ROC (Joel Greenblatt) % is 332.81%, which is 139% above median its 10-year median of 139.40 and 2975.9% above the Utilities - Regulated industry median of 10.82. Yu Group's overall GF Score™ is 91/100 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 Yu Group (LSE:YU.), the current ROC (Joel Greenblatt) % is 332.81% as of Dec. 2025. 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 Yu Group (LSE:YU.) Overvalued in 2026?

Based on GuruFocus' analysis, Yu Group stock appears to be undervalued. The current stock price of £17.55 is trading 19.7% below its estimated GF Value™ of £21.85. GuruFocus considers Yu Group to be Modestly Undervalued.

Key valuation signals for LSE:YU.:

  • ROC (Joel Greenblatt) %: 332.81% (139% above median its 10-year median of 139.40)
  • GF Value™: £21.85 vs. price of £17.55 (19.7% below fair value)
  • GF Score™: 91/100 with 3 warning signs
  • Industry Position: 2975.9% above the Utilities - Regulated median (#22 of 503)

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


Yu Group Business Description

Other Exchanges GW0:Germany
Address Mellors Way, CPK House, 2 Horizon Place, Nottingham Business Park, Nottingham, GBR, NG8 6PY
Yu Group PLC is an independent supplier of gas and electricity servicing SME businesses throughout the United Kingdom. In addition to the supply of gas and electricity, the company offers certain ancillary services and has obtained the necessary Ofgem licenses to supply gas and electricity in the United Kingdom market. Its operating segments include Retail, Smart, Metering assets, and Group. The company generates the majority of its revenue from the Retail segment.
91GF Score

Get the complete analysis for LSE:YU.

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

£17.55
Price
£21.85
GF Value