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AFP PlanvitalXSGO:PLANVITAL 96 ROC (Joel Greenblatt) % is 1,799.33% as of Jun. 2026, which is 222% above its 10-year median of 558.51. GuruFocus rates XSGO:PLANVITAL with a GF Score™ of 96/100 and a GF Value™ of CLP222.09 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 616 Asset Management companies, AFP Planvital ranks better than 86.2% 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. AFP Planvital's annualized ROC (Joel Greenblatt) % for the quarter that ended in Jun. 2026 was 1,799.33%.
The historical rank and industry rank for AFP Planvital's ROC (Joel Greenblatt) % or its related term are showing as below:
XSGO:PLANVITAL'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 15.65 Med: 558.51 Max: 1522.59
Current: 1504.24
During the past 13 years, AFP Planvital's highest ROC (Joel Greenblatt) % was 1522.59%. The lowest was 15.65%. And the median was 558.51%.
XSGO:PLANVITAL's ROC (Joel Greenblatt) % is ranked better than 86.2% of 616
companies
in the Asset Management industry
Industry Median: 61.475
vs XSGO:PLANVITAL: 1504.24
AFP Planvital's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 29.10% 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.
AFP Planvital ROC (Joel Greenblatt) % Related Terms
AFP Planvital ROC (Joel Greenblatt) % Historical Data
* Premium members only.
The historical data trend for AFP Planvital'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.
XSGO:PLANVITAL vs BLK, BX, KKR: ROC (Joel Greenblatt) % Comparison
For the Asset Management subindustry, AFP Planvital'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.
AFP Planvital ROC (Joel Greenblatt) % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, AFP Planvital's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where AFP Planvital'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 four times the quarterly (Jun. 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 1,799.33% mean?
AFP Planvital (XSGO:PLANVITAL) has a ROC (Joel Greenblatt) % of 1,799.33% as of Jun. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on AFP Planvital and its competitors. This is 222% above median its historical median of 558.51. Over the past decade, AFP Planvital's ROC (Joel Greenblatt) % has ranged from 15.65 to 1,522.59. According to the industry distribution chart, AFP Planvital ranks #85 out of 616 companies in the Asset Management industry, placing it in the top 13.8%.
Is AFP Planvital's ROC (Joel Greenblatt) % too high?
AFP Planvital's current ROC (Joel Greenblatt) % of 1,799.33% is 222% above median its 10-year median of 558.51. Over the past 10 years, this metric has ranged from a low of 15.65 to a high of 1,522.59. The Asset Management industry median ROC (Joel Greenblatt) % is 61.48. AFP Planvital's value of 1,799.33% is 2826.9% above this industry median. Based on the distribution chart, AFP Planvital ranks #85 out of 616 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, AFP Planvital has a GF Score™ of 96/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does AFP Planvital's ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, AFP Planvital ranks #85 out of 616 companies for ROC (Joel Greenblatt) %. This places AFP Planvital in the top 14% of its industry — outperforming the majority of peers. The industry median ROC (Joel Greenblatt) % is 61.48. AFP Planvital's value of 1,799.33% is 2826.9% above this benchmark. Historically, AFP Planvital's own ROC (Joel Greenblatt) % has ranged from 15.65 to 1,522.59 over the past decade. While the company's 10-year median is 558.51 vs. the industry median of 61.48, AFP Planvital 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 61.48, based on 616 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. AFP Planvital's current ROC (Joel Greenblatt) % of 1,799.33% is 2826.9% 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 AFP Planvital and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 61.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AFP Planvital's current ROC (Joel Greenblatt) % is 1,799.33%, which is 222% above median its own 10-year median of 558.51. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AFP Planvital stock overvalued right now?
Based on GuruFocus' analysis, AFP Planvital (XSGO:PLANVITAL) is currently considered Modestly Overvalued. The stock's GF Value™ is CLP222.09, compared to a current price of CLP260.47 — trading 17.3% above its estimated fair value. The current ROC (Joel Greenblatt) % is 1,799.33%, which is 222% above median its 10-year median of 558.51 and 2826.9% above the Asset Management industry median of 61.48. AFP Planvital's overall GF Score™ is 96/100 with 2 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 AFP Planvital (XSGO:PLANVITAL), the current ROC (Joel Greenblatt) % is 1,799.33% as of Jun. 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 AFP Planvital (XSGO:PLANVITAL) Overvalued in 2026?
Based on GuruFocus' analysis, AFP Planvital stock appears to be overvalued.
The current stock price of CLP260.47 is trading 17.3% above its estimated GF Value™ of CLP222.09.
GuruFocus considers AFP Planvital to be Modestly Overvalued.
Key valuation signals for XSGO:PLANVITAL:
ROC (Joel Greenblatt) %: 1,799.33% (222% above median its 10-year median of 558.51)
GF Value™: CLP222.09 vs. price of CLP260.47 (17.3% above fair value)
Industry Position: 2826.9% above the Asset Management median (#85 of 616)
No single metric tells the full story. See the XSGO:PLANVITAL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
AFP Planvital SA is a Chile-based pension fund administrator. Its activities include investment & collection of affiliate contributions, management of individual capitalization accounts, & provision of life & disability benefits, as well as retirement pensions. It offers professional pension management.
96GF Score
Get the complete analysis for XSGO:PLANVITAL
ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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