WSOUF (Washington H Soul Pattinson and Co) ROC (Joel Greenblatt) %: 161.37% (As of Jan. 2026) — 463% Above Median


WSOUF Washington H Soul Pattinson and Co Ltd WSOUF
69 GF Score
Price $30.95
GF Value $38.61
Valuation Modestly Undervalued
! 10 Warning Signs
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What is Washington H Soul Pattinson and Co ROC (Joel Greenblatt) %?

Washington H Soul Pattinson and Co WSOUF 69 ROC (Joel Greenblatt) % is 161.37% as of Jan. 2026, which is 463% above its 10-year median of 28.65. GuruFocus rates WSOUF with a GF Score™ of 69/100 and a GF Value™ of $38.61 (Modestly Undervalued). The stock has 10 warning signs investors should review. Among 678 Capital Markets companies, Washington H Soul Pattinson and Co ranks better than 63.27% 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. Washington H Soul Pattinson and Co's annualized ROC (Joel Greenblatt) % for the quarter that ended in Jan. 2026 was 161.37%.

The historical rank and industry rank for Washington H Soul Pattinson and Co's ROC (Joel Greenblatt) % or its related term are showing as below:

WSOUF' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 5.87   Med: 28.65   Max: 94.37
Current: 94.37

During the past 13 years, Washington H Soul Pattinson and Co's highest ROC (Joel Greenblatt) % was 94.37%. The lowest was 5.87%. And the median was 28.65%.

WSOUF's ROC (Joel Greenblatt) % is ranked better than
63.27% of 678 companies
in the Capital Markets industry
Industry Median: 34.64 vs WSOUF: 94.37

Washington H Soul Pattinson and Co's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 14.20% per year.


Washington H Soul Pattinson and Co  (OTCPK:WSOUF) 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.


Washington H Soul Pattinson and Co ROC (Joel Greenblatt) % Related Terms


Washington H Soul Pattinson and Co ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Washington H Soul Pattinson and Co'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.

Washington H Soul Pattinson and Co ROC (Joel Greenblatt) % Chart

Washington H Soul Pattinson and Co Annual Data
Trend Jul16 Jul17 Jul18 Jul19 Jul20 Jul21 Jul22 Jul23 Jul24 Jul25
ROC (Joel Greenblatt) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 18.85 78.58 65.98 40.62 57.39

Washington H Soul Pattinson and Co Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
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 38.94 41.80 68.42 14.30 161.37

WSOUF vs MS, GS, SCHW: ROC (Joel Greenblatt) % Comparison

For the Capital Markets subindustry, Washington H Soul Pattinson and Co'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.


Washington H Soul Pattinson and Co ROC (Joel Greenblatt) % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Washington H Soul Pattinson and Co's ROC (Joel Greenblatt) % distribution charts can be found below:

* The bar in red indicates where Washington H Soul Pattinson and Co's ROC (Joel Greenblatt) % falls into.


WSOUF
69GF Score
Washington H Soul Pattinson and Co Ltd WSOUF
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Washington H Soul Pattinson and Co 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: Jul. 2025 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(111.438 + 56.928 + 29.869) - (107.908 + 15.163 + 41.047)
=34.117

Working Capital(Q: Jan. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(213.995 + 302.31 + 1207.2) - (163.723 + 19.022 + 73.369)
=1467.391

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of Washington H Soul Pattinson and Co for the quarter that ended in Jan. 2026 can be restated as:

ROC (Joel Greenblatt) %(Q: Jan. 2026 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Jul. 2025  Q: Jan. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=2470.108/( ( (511.765 + max(34.117, 0)) + (1048.234 + max(1467.391, 0)) )/ 2 )
=2470.108/( ( 545.882 + 2515.625 )/ 2 )
=2470.108/1530.7535
=161.37 %

Note: The EBIT data used here is two times the semi-annual (Jan. 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 161.37% mean?
Washington H Soul Pattinson and Co (WSOUF) has a ROC (Joel Greenblatt) % of 161.37% as of Jan. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Washington H Soul Pattinson and Co and its competitors. This is 463% above median its historical median of 28.65. Over the past decade, Washington H Soul Pattinson and Co's ROC (Joel Greenblatt) % has ranged from 5.87 to 94.37. According to the industry distribution chart, Washington H Soul Pattinson and Co ranks #249 out of 678 companies in the Capital Markets industry, placing it in the top 36.7%.
Is Washington H Soul Pattinson and Co's ROC (Joel Greenblatt) % too high?
Washington H Soul Pattinson and Co's current ROC (Joel Greenblatt) % of 161.37% is 463% above median its 10-year median of 28.65. Over the past 10 years, this metric has ranged from a low of 5.87 to a high of 94.37. The Capital Markets industry median ROC (Joel Greenblatt) % is 34.64. Washington H Soul Pattinson and Co's value of 161.37% is 365.8% above this industry median. Based on the distribution chart, Washington H Soul Pattinson and Co ranks #249 out of 678 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Washington H Soul Pattinson and Co has a GF Score™ of 69/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Washington H Soul Pattinson and Co's ROC (Joel Greenblatt) % compare to MS and GS?
According to the Capital Markets industry distribution chart, Washington H Soul Pattinson and Co ranks #249 out of 678 companies for ROC (Joel Greenblatt) %. This puts Washington H Soul Pattinson and Co in the upper half of its industry. The industry median ROC (Joel Greenblatt) % is 34.64. Washington H Soul Pattinson and Co's value of 161.37% is 365.8% above this benchmark. Historically, Washington H Soul Pattinson and Co's own ROC (Joel Greenblatt) % has ranged from 5.87 to 94.37 over the past decade. While the company's 10-year median is 28.65 vs. the industry median of 34.64, Washington H Soul Pattinson and Co 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 Capital Markets company?
The median ROC (Joel Greenblatt) % among Capital Markets companies is 34.64, based on 678 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. Washington H Soul Pattinson and Co's current ROC (Joel Greenblatt) % of 161.37% is 365.8% 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 Washington H Soul Pattinson and Co and its competitors. For the Capital Markets industry, the median ROC (Joel Greenblatt) % is 34.64 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Washington H Soul Pattinson and Co's current ROC (Joel Greenblatt) % is 161.37%, which is 463% above median its own 10-year median of 28.65. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Washington H Soul Pattinson and Co stock overvalued right now?
Based on GuruFocus' analysis, Washington H Soul Pattinson and Co (WSOUF) is currently considered Modestly Undervalued. The stock's GF Value™ is $38.61, compared to a current price of $30.95 — trading 19.8% below its estimated fair value. The current ROC (Joel Greenblatt) % is 161.37%, which is 463% above median its 10-year median of 28.65 and 365.8% above the Capital Markets industry median of 34.64. Washington H Soul Pattinson and Co's overall GF Score™ is 69/100 with 10 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 Washington H Soul Pattinson and Co (WSOUF), the current ROC (Joel Greenblatt) % is 161.37% as of Jan. 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 Washington H Soul Pattinson and Co (WSOUF) Overvalued in 2026?

Based on GuruFocus' analysis, Washington H Soul Pattinson and Co stock appears to be undervalued. The current stock price of $30.95 is trading 19.8% below its estimated GF Value™ of $38.61. GuruFocus considers Washington H Soul Pattinson and Co to be Modestly Undervalued.

Key valuation signals for WSOUF:

  • ROC (Joel Greenblatt) %: 161.37% (463% above median its 10-year median of 28.65)
  • GF Value™: $38.61 vs. price of $30.95 (19.8% below fair value)
  • GF Score™: 69/100 with 10 warning signs
  • Industry Position: 365.8% above the Capital Markets median (#249 of 678)

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


Washington H Soul Pattinson and Co Business Description

Other Exchanges WD3:GermanySOL:Australia
Address 151 Clarence Street, Level 14, Sydney, NSW, AUS, 2000
Soul Patts, is a value-oriented investment house that invests in both public and private markets. As an investor, Soul Patts allocates capital with a view toward taking a long-term position in its investments and on a passive basis. Long-term holdings in the group's largest investments, TPG Telecom, and New Hope Corporation, contribute about one-fourth of the group's approximately AUD 14.5 billion investment's net asset value.
69GF Score

Get the complete analysis for WSOUF

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

$30.95
Price
$38.61
GF Value