Swire PacificSWRBY 62 ROC (Joel Greenblatt) % is 31.65% as of Dec. 2025, which is 17% below its 10-year median of 38.34. GuruFocus rates SWRBY with a GF Score™ of 62/100 and a GF Value™ of $2.86 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 558 Conglomerates companies, Swire Pacific ranks better than 67.56% 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. Swire Pacific's annualized ROC (Joel Greenblatt) % for the quarter that ended in Dec. 2025 was 31.65%.
The historical rank and industry rank for Swire Pacific's ROC (Joel Greenblatt) % or its related term are showing as below:
SWRBY'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -1.78 Med: 38.34 Max: 121.97
Current: 26.89
During the past 13 years, Swire Pacific's highest ROC (Joel Greenblatt) % was 121.97%. The lowest was -1.78%. And the median was 38.34%.
SWRBY's ROC (Joel Greenblatt) % is ranked better than 67.56% of 558
companies
in the Conglomerates industry
Industry Median: 14.59
vs SWRBY: 26.89
Swire Pacific's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 0.00% per year.
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.
Swire Pacific ROC (Joel Greenblatt) % Related Terms
Swire Pacific ROC (Joel Greenblatt) % Historical Data
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The historical data trend for Swire Pacific'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.
SWRBY vs HON, MMM: ROC (Joel Greenblatt) % Comparison
For the Conglomerates subindustry, Swire Pacific'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.
Swire Pacific ROC (Joel Greenblatt) % vs Conglomerates Industry
For the Conglomerates industry and Industrials sector, Swire Pacific's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Swire Pacific'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 (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 31.65% mean?
Swire Pacific (SWRBY) has a ROC (Joel Greenblatt) % of 31.65% 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 Swire Pacific and its competitors. This is 17% below median its historical median of 38.34. According to the industry distribution chart, Swire Pacific ranks #181 out of 558 companies in the Conglomerates industry, placing it in the top 32.4%.
Is Swire Pacific's ROC (Joel Greenblatt) % too high?
Swire Pacific's current ROC (Joel Greenblatt) % of 31.65% is 17% below median its 10-year median of 38.34. The Conglomerates industry median ROC (Joel Greenblatt) % is 14.59. Swire Pacific's value of 31.65% is 116.9% above this industry median. Based on the distribution chart, Swire Pacific ranks #181 out of 558 companies in the Conglomerates industry, which is above the industry midpoint. Overall, Swire Pacific has a GF Score™ of 62/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Swire Pacific's ROC (Joel Greenblatt) % compare to HON and MMM?
According to the Conglomerates industry distribution chart, Swire Pacific ranks #181 out of 558 companies for ROC (Joel Greenblatt) %. This puts Swire Pacific in the upper half of its industry. The industry median ROC (Joel Greenblatt) % is 14.59. Swire Pacific's value of 31.65% is 116.9% above this benchmark. While the company's 10-year median is 38.34 vs. the industry median of 14.59, Swire Pacific 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 a Conglomerates company?
The median ROC (Joel Greenblatt) % among Conglomerates companies is 14.59, based on 558 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. Swire Pacific's current ROC (Joel Greenblatt) % of 31.65% is 116.9% 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 Swire Pacific and its competitors. For the Conglomerates industry, the median ROC (Joel Greenblatt) % is 14.59 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swire Pacific's current ROC (Joel Greenblatt) % is 31.65%, which is 17% below median its own 10-year median of 38.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swire Pacific stock overvalued right now?
Based on GuruFocus' analysis, Swire Pacific (SWRBY) is currently considered Significantly Overvalued. The stock's GF Value™ is $2.86, compared to a current price of $8.25 — trading 188.5% above its estimated fair value. The current ROC (Joel Greenblatt) % is 31.65%, which is 17% below median its 10-year median of 38.34 and 116.9% above the Conglomerates industry median of 14.59. Swire Pacific's overall GF Score™ is 62/100 with 6 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 Swire Pacific (SWRBY), the current ROC (Joel Greenblatt) % is 31.65% 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 Swire Pacific (SWRBY) Overvalued in 2026?
Based on GuruFocus' analysis, Swire Pacific stock appears to be overvalued.
The current stock price of $8.25 is trading 188.5% above its estimated GF Value™ of $2.86.
GuruFocus considers Swire Pacific to be Significantly Overvalued.
Key valuation signals for SWRBY:
ROC (Joel Greenblatt) %: 31.65% (17% below median its 10-year median of 38.34)
GF Value™: $2.86 vs. price of $8.25 (188.5% above fair value)
Industry Position: 116.9% above the Conglomerates median (#181 of 558)
No single metric tells the full story. See the SWRBY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Swire Pacific is a Hong Kong-based conglomerate with interests in property, aviation, beverage, trading, and industrials. The property division, an 82% stake in Swire Properties, contributes more than half of the group's operating profit. The beverage division is one of two Coca-Cola bottlers in mainland China and also a bottler in Hong Kong, Taiwan, Thailand, Laos, Vietnam, and Cambodia. The aviation division consists of Haeco, an aircraft engineering company, and a 45% stake in Cathay Pacific. John Swire & Sons, the parent company, holds a 64% stake in Swire Pacific but has 71% of the voting rights through a dual-class share structure.
62GF Score
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