Vontobel Holding AG (XSWX:VONN) ROC (Joel Greenblatt) %: % (As of Dec. 2025)


XSWX:VONN Vontobel Holding AG XSWX:VONN
62 GF Score
Price CHF78.00
GF Value CHF62.41
Valuation Modestly Overvalued
! 7 Warning Signs
View Full Analysis

What is Vontobel Holding AG ROC (Joel Greenblatt) %?

Vontobel Holding AG XSWX:VONN +1.69% 62 ROC (Joel Greenblatt) % is % as of Dec. 2025. GuruFocus rates XSWX:VONN with a GF Score™ of 62/100 and a GF Value™ of CHF62.41 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 628 Asset Management companies, Vontobel Holding AG ranks worse than 159235.51% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

XSWX:VONN
62GF Score
Vontobel Holding AG XSWX:VONN
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
What does a ROC (Joel Greenblatt) % of % mean?
Vontobel Holding AG (XSWX:VONN) has a ROC (Joel Greenblatt) % of % 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 Vontobel Holding AG and its competitors. According to the industry distribution chart, Vontobel Holding AG ranks #999999 out of 628 companies in the Asset Management industry.
Is Vontobel Holding AG's ROC (Joel Greenblatt) % too high?
Vontobel Holding AG's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Vontobel Holding AG ranks #999999 out of 628 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Vontobel Holding AG has a GF Score™ of 62/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Vontobel Holding AG's ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Vontobel Holding AG ranks #999999 out of 628 companies for ROC (Joel Greenblatt) %. This places Vontobel Holding AG in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 64.34. 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. 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 Vontobel Holding AG 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. Vontobel Holding AG's current ROC (Joel Greenblatt) % is %. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Vontobel Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Vontobel Holding AG (XSWX:VONN) is currently considered Modestly Overvalued. The stock's GF Value™ is CHF62.41, compared to a current price of CHF78.00 — trading 25% above its estimated fair value. The current ROC (Joel Greenblatt) % is %. Vontobel Holding AG's overall GF Score™ is 62/100 with 7 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 Vontobel Holding AG (XSWX:VONN), the current ROC (Joel Greenblatt) % is % 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 Vontobel Holding AG (XSWX:VONN) Overvalued in 2026?

Based on GuruFocus' analysis, Vontobel Holding AG stock appears to be overvalued. The current stock price of CHF78.00 is trading 25% above its estimated GF Value™ of CHF62.41. GuruFocus considers Vontobel Holding AG to be Modestly Overvalued.

Key valuation signals for XSWX:VONN:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: CHF62.41 vs. price of CHF78.00 (25% above fair value)
  • GF Score™: 62/100 with 7 warning signs

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

Vontobel Holding AG Business Description

Other Exchanges VONNz:UK0QKE:UKVTLN:Germany
Address Gotthardstrasse 43, Zurich, CHE, 8022
Vontobel Holding AG specializes in asset management, wealth management, and digital investing services. It operates through two business segments: The Institutional Clients: This segment focuses on sovereign wealth funds, pension funds, insurance companies as well as banks and other intermediary distribution partners. ii) The Private Clients: This segment serves wealthy private clients (including UHNWIs), family offices, external asset managers and other partners with a wide range of services, including the offering of structured solutions. The majority of the company's revenue is derived from its private clients segment.
62GF Score

Get the complete analysis for XSWX:VONN

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

CHF78.00
Price
CHF62.41
GF Value